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Johnson Keland Management, Inc. has an outstanding opportunity for an accountant/bookkeeper to join our team in Racine, WI. (The title of this position is Client Representative.) This is a full-time, on-site position that will work at our company office in Racine, Monday through Friday, 40 hours per week.The Client Rep’s role is unique, varie...

As the Chief Financial Officer (CFO) for TQL, you will be responsible for the strategic and operational leadership of the company’s finance, accounting, billing, credit, collections, purchasing, and real estate functions. You will be a critical business leader proving strategic direction to the COO and executive committee, along with developi...

PRIMARY OBJECTIVE OF POSITION: Manages delivery of a full range of trust administration services and trust distribution processes within a family office setting.OUTCOMES: Manage the trust distribution process using sound judgment and focus on quality control; ensure that funds are dispersed in a timely and efficient manner and that any payout requi...

PRIMARY OBJECTIVE OF POSITION: To perform necessary tax advising, compliance, reporting and planning for FCI clients.OUTCOMES: Provide clear proactive tax advice to FCI clients and FCI client service staff; proactively identify tax minimizing opportunities and strategies.Prepare and file accurate and timely client tax filings in collaboration with ...

Job SummaryThe trust & partnership accounting operations manager is personally responsible for the trust accounting and partnership accounting, and related activities, for the over 200 entities managed in the office. This individual will be an important part of the team and should be prepared to contribute thoughtful input on how operations cou...

We recruit only the best and take pride in providing the highest level of service to our clients. Our employees contribute value in a team-based environment, with opportunities for professional growth and fulfillment.The Director of Executive Protection is an integral part of a dedicated and highly skilled team, responsible for providing outstandin...

COMPANY OVERVIEWViridian Family Office is based in Calgary, Alberta, Canada and has been in the family office space for over half a century, guiding dynamic, high-net-worth families towards success. The breadth and depth of our collective knowledge and experiences are unparalleled in Western Canada. Our family office services are built upon f...

Job Summary The Senior Accountant position is within the Financial Reporting unit of a large Single Family Office whose primary focus is property management. The position will report to the Assistant Controller. The position is located in Midtown Manhattan. We offer a collegial work environment, competitive compensation and excellent ben...

An established, multi-generational family office serving one family group is relocating their offices from Chicago, IL to Palm Beach, FL. A new role has been created who primary responsibilities will include investment bookkeeping and categorizing financial inflow/outflow for 300 private equity investments. The Senior Accountant will also oversee w...

We are a Family Office based in Fairfax, VA (Washington/DC Metro area). We are hiring for a (on-site) Family Office Accountant position.The Family Office Accountant must possess strong finance and accounting skills to navigate complex financial issues and find creative solutions.The Family Office Accountant will be responsible for all areas r...

DIRECTOR OF HUMAN RESOURCESJob Description This position is responsible for Managing Human Resources. DUTIES & RESPONSIBILITIES: Leadership:Effectively lead others to ensure a professional and highly competent team; set goals and direction.Provi...

HUMAN RESOURCE GENERALISTJob Description This position is responsible for providing professional Human Resource services as part of a team. DUTIES & RESPONSIBILITIES: Manage recruiting processes with Director of Human Resources; recruit and attr...

Candidates should be detail-oriented with exceptional follow-through skills and possess a high level of integrity and discretion in handling all confidential information. Ideally, the candidate will be someone who has previously worked in philanthropy, taxes/accounting, or concierge services. Also, candidates should be adept at utilizing software s...

Overview of the Company:AFO Capital, Ltd. (“AFO”) is the family office for a Fort Worth-based family which was founded in 2007 when the family’s business was sold. The office is responsible for providing investment management, wealth management and other related services to the members of the family, their various investment...

Overview of the Company:AFO Capital, Ltd. (“AFO”) is the family office for a Fort Worth-based family which was founded in 2007 when the family’s business was sold. The office is responsible for providing investment management, wealth management and other related services to the members of the family, their various inve...