Our family office is seeking to hire a Senior Investment Accountant to handle the day-to-day investment accounting and reporting functions and support the team with other accounting and finance responsibilities of multiple entities managed by WFO. In addition, this person can expect to have exposure to the investment research process as new di...
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CLIENTOur client family (“Family”) is located in the Northwest and has a well-established single-family office that has been serving the Family for more than forty years, providing operational support and oversight for the wealth management affairs and personal assets of the Family.The Family has created significant wealth, a result of ...
THP Family Office Management LLC (“THPFO”) is a single family office located in Deerfield, IL (25 miles North ofChicago). The office was founded in 2007 to oversee and meet the financial, investment and philanthropic activities andneeds of the family members. We are a growing team tasked with evolving and restructuring the office ...
A St. Louis-based, single-family office, the Taylor Family Office (TFO), seeks an Accounting Supervisor to oversee the office’s accounting functions. The principle responsibilities of this position are to lead and manage the offices accounting processes and systems, manage entity financial reporting, provide administrat...
CLIENTOur client family (“Family”) is headquartered in Chicago and is a well-established, full-service private family office that has been running effectively for many years, providing investment management, trust services and integrated wealth management services to a significant, business owning, multigenerational family.The Family&rs...
The Sr. Accountant & Tax Manager is responsible for developing financial statements, cash management, adhering to a strong environment of internal control and internal audit of tax preparation, tax planning, and in-depth financial analysis. This role has significant interface with outside vendors, key advisors, and family members. This will inc...
BPM Overview: BPM is a full-service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep...
Willow Street operates globally from its offices in Jackson, WY. We provide corporate trustee and private family trust company advisory and administration services to a select number of US and international families. We strive to perform our duties at the highest professional standard, with the utmost integrity and discretion, and with a firm commi...
Willow Street operates globally from its offices in Jackson, WY. We provide corporate trustee and private family trust company advisory and administration services to a select number of US and international families. We strive to perform our duties at the highest professional standard, with the utmost integrity and discretion, and with a firm commi...
The Accounting Manager will join Labora in their Dallas offices as a member of the Family Accounting team. The Accounting Manager will lead and coordinate a team of accounting professionals responsible for the Family’s personal financials. RESPONSIBILITIESLead Family Accounting teamFinancial Statement preparation and reviewEstabli...
Position Summary:A well-established single-family office based in Irvine, CA has created a new position for a senior executive that will report to the President and CIO. The senior management team for the family's residential and lifestyle assets will report directly to the new Director of Family Office Services. Responsibilities:Oversee f...
The Company:The Company is a single family office serving a variety of entities (partnerships, trusts, foundation and corporations) by providing financial, accounting, tax, investment oversight, insurance oversight and administrative services. The Position: Senior AccountantThe position reports to the Chief Financial Officer. Responsibil...
The Company:The Company is a single family office serving a variety of entities (partnerships, trusts, foundation and corporations) by providing financial, accounting, tax, investment oversight, insurance oversight and administrative services. The Position: Senior AccountantThe position reports to the Chief Financial Officer. Responsibil...
The Company:The Company is a single-family office serving a variety of entities (partnerships, trusts, foundation and corporations) by providing financial, accounting, tax, investment management, insurance oversight and administrative services. The Position: Accounting AssociateThe position reports to the Chief Financial Officer. Respons...
Do you have an established record of accomplishment working as a trusted tax advisor to UHNW individuals? Do you have experience working in a Family Office? We are looking for collaborative and highly emotionally intelligent Tax Professionals to customize solutions for the Family Office clients sharing the responsibility for building and maint...