Senior Associate Family Office
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Job Location:
Winter Park, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Title: Trust & Estate Accounting Senior Associate
Location: Winter Park FL
Industry: Family Office
Reports to: Director of Accounting
About the Role
Our client an individual family office is seeking a detail-oriented Trust & Estate Accounting Senior Associate to support trust administration entity accounting and individual tax-related reporting. This is an excellent opportunity for a professional with a strong foundational background in tax or accountingespecially someone with 25 years of experience in public accounting (trusts estates or private client) who is looking to transition into a dynamic family office environment.
This role provides exposure to complex entity structures intercompany activity trust reporting and high-net-worth individual financial matters.
Key Responsibilities
Trust & Estate Accounting
Prepare and maintain trust-level financial statements schedules and reporting packages.
Assist with trust administration including distributions contributions and reconciliations.
Support the preparation of materials for estate planning trust reviews and annual meetings.
Entity & Intercompany Accounting
Prepare journal entries intercompany reconciliations and general ledger maintenance across multiple entities.
Assist with monthly/quarterly closes for trusts partnerships and holding entities.
Maintain clear documentation supporting transactions and internal controls.
Tax Support
Compile and organize data for individual trust and entity tax filings in coordination with external tax advisors.
Review K1s 1099s and other tax documents for accuracy.
Assist with tracking estimated tax payments distributions and related reporting.
Reporting & Analysis
Prepare routine and ad-hoc financial reports for family members and senior leadership.
Support investment and cash-flow reporting as needed.
Assist with year-end reporting packages and projects.
Qualifications
Bachelors degree in Accounting Finance or related field.
25 years of experience in public accounting or private client services strongly preferred (trusts estates HNW individuals or partnership tax experience is ideal).
Strong understanding of tax financial statements and accounting principles.
Experience with multi-entity accounting or intercompany activity is highly valued.
Proficiency in Excel; ability to learn new systems quickly (Yardi or similar is a plus).
Excellent attention to detail confidentiality and professionalism.
Strong communication skills and ability to work collaboratively in a small-team environment.
