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DESCRIPTIONThe firm operates as a single-family office serving a multi-generational Chicago real estate family. The office acts as the investment advisor to a private trust company and multiple family members. In addition to investments, the family office offers many services accounting, tax, insurance, property management, concierge services and p...

Principal Responsibilities:Serve as a liaison between the CEO and the firm’s associates.Answer and screen incoming calls. Determine the nature and urgency of the calls and intervene when possible by providing direction and answers to questions and inquiries. Exercise gatekeeping skills to manage CEO’s calendar and contact databaseManage...

Job SummaryA St. Louis based; multi-generational, single-family office seeks an Investment Operations Specialist to join the Office’s Finance Team. The position includes a range of responsibilities in support of the office’s overall investment and wealth management functions. Chief among these is investment information integrity; ensuri...

DescriptionThe Senior Staff Accountant 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 the 1911 Office Board, outside vendors, key advisors, and fami...

This is an opportunity to join a small, dynamic team supporting a philanthropically-minded Ultra-High-Net-Worth family in a newly founded Single Family Office (SFO) in San Mateo. This is a brand new role in a fast-paced, rewarding start-up environment. The EA will support one of the Principals in her roles as award-winning author, philanthropist, m...

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...