Experienced Family Office Senior

Now

• Experienced Family Office Senior

Pivot CPAs – Family Office Services

Employment

Do you have hands-on experience supporting high-net-worth clients through a CPA firm or family office? At Pivot CPAs, we go Beyond Accounting—and that includes delivering white-glove service to our Family Office clients. We’re looking for an Experienced Family Office Associate to join our growing team and help manage the complex financial lives of successful individuals and families.

This is a high-touch, relationship-driven role that blends accounting, financial coordination, and strategic support. You’ll work closely with our Family Office Administrator, as well as directly with clients, attorneys, and investment advisors.

Key

Why Pivot CPAs?

We go Beyond Accounting by building strong relationships and delivering exceptional service. As a proud BDO Alliance USA member firm, we offer the personalized service of a local firm with the resources of a global network.

Ready to Pivot Your Career? If you have CPA firm or family office experience and want to make a meaningful impact, we’d love to hear from you. Apply today or message us directly to start the conversation.