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Staff Accountant

Staff Accountant

USA JobsMiami, FL, US
30+ days ago
Job type
  • Full-time
Job description

Family Office Accounting Position

We are a privately held family office that manages a diverse portfolio of investments, real estate holdings, and personal assets. The organization operates with a high degree of professionalism, discretion, and attention to detail. Our close-knit team values collaboration, initiative, and the ability to take ownership of responsibilities in a dynamic, multi-faceted environment.

Position Summary :

This position offers an opportunity to join the accounting and operations team of a family office in a role that can be tailored to fit the right candidate's experience and skills. The position may range from an Accounts Payable Specialist, to a Bookkeeper, or to a more seasoned Accountant with family office experience.

Regardless of level, the ideal candidate is organized, trustworthy, detail-oriented, and eager to learn. This role will support day-to-day accounting functions, including bill payments, recordkeeping, and financial tracking, with the opportunity for growth into more complex accounting and reporting responsibilities over time.

Key Responsibilities :

Accounts Payable & Administrative Support :

  • Open, review, and organize incoming mail, ensuring all invoices and statements are properly logged and tracked.
  • Scan and attach invoices and bills into QuickBooks Enterprise.
  • Prepare and process ACH transfers and check payments.
  • Maintain an accurate record of bills received, paid, and pending approval.
  • Respond to questions such as prior-year payment amounts or vendor history.
  • Coordinate the signing and return of documents that require approval.
  • Ensure timely payments and accurate recordkeeping for all outgoing disbursements.

Bookkeeping & Accounting Support :

  • Record transactions accurately in QuickBooks Enterprise and assist with month-end reconciliations.
  • Manage and reconcile bank accounts and credit card statements.
  • Maintain supporting schedules and documentation for all transactions.
  • Assist in preparing financial reports, summaries, and budgets.
  • Support senior accountants with general ledger management and process improvements.
  • Participate in the ongoing effort to streamline and institutionalize accounting procedures within the office.
  • Advanced / Senior-Level Responsibilities (for Accountant-Level Candidates) :

  • Collaborate closely with senior leadership and external advisors to manage accounting and reporting functions for multiple entities.
  • Oversee the preparation of financial statements and cash flow reports.
  • Review expense trends and identify potential savings opportunities.
  • Handle complex reconciliations, intercompany transactions, and investment-related accounting.
  • Communicate professionally with principals to obtain approvals or discuss financial matters.
  • Maintain confidentiality and exercise sound judgment in all financial dealings.
  • Requirements

    Qualifications :

    Depending on experience level, candidates should meet most of the following :

    Accounts Payable / Bookkeeping Level :

  • 1-3 years of experience in accounts payable or bookkeeping.
  • Proficiency in QuickBooks (Enterprise experience preferred).
  • Strong attention to detail, accuracy, and organization.
  • Willingness to learn and grow into broader accounting responsibilities.
  • Bookkeeper / Staff Accountant Level :

  • 3-5 years of accounting or bookkeeping experience.
  • Strong understanding of debits, credits, and account reconciliations.
  • Experience in a small office or family office setting preferred.
  • Ability to work independently and manage multiple priorities.
  • Accountant Level :

  • 5+ years of accounting experience, ideally within a family office, private wealth, or closely held company.
  • Bachelor's degree in Accounting, Finance, or related field; CPA or MBA preferred but not required.
  • Strong understanding of financial reporting, reconciliations, and multi-entity structures.
  • Excellent communication and interpersonal skills; comfortable interacting with executives and principals.
  • Team-oriented with a "no task too small" attitude.
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