About the Senior Family Office Accountant Role

Robert Half is proud to present an exceptional opportunity for a Senior Family Office Accountant in the vibrant city of Boca Raton, Florida. This pivotal role within a prestigious family office environment involves overseeing comprehensive accounting and reporting for high-net-worth (HNW) families, trusts, and investment entities. Ideal for seasoned professionals transitioning from small public accounting firms, boutique HNW practices, family offices, or wealth management firms, this position offers unparalleled client involvement, leadership responsibilities, and the chance to make a tangible impact on ultra-wealthy clients' financial landscapes.

In this client-centric role, you'll serve as the trusted accounting backbone for multiple HNW families, ensuring seamless financial operations amid complex structures like estates, trusts, and partnerships. Boca Raton's thriving affluent community makes this an ideal hub for such specialized expertise, combining professional growth with South Florida's luxurious lifestyle. With Robert Half's backing, you'll access top-tier resources, networking, and career advancement in family office accounting.

Key Responsibilities

As the Senior Family Office Accountant, your days will be dynamic and rewarding:

• Manage accounting for multiple HNW families and related entities: Handle bookkeeping, reconciliations, and general ledger maintenance for diverse portfolios.
• Prepare and review monthly and quarterly financial statements: Deliver accurate, GAAP-compliant reports with insightful variance analysis.
• Oversee cash flow, bill pay, and entity-level reporting: Monitor liquidity, process payments, and generate customized reports for stakeholders.
• Coordinate with tax, legal, and investment advisors: Facilitate seamless collaboration to align accounting with broader advisory strategies.
• Review junior staff work and provide mentorship: Foster team development through hands-on guidance and performance feedback.
• Support estate, trust, and partnership structures: Navigate complex fiduciary accounting requirements with precision.
• Improve reporting processes and internal controls: Implement efficiencies and risk mitigation measures to enhance operational excellence.
• Serve as a key client-facing accounting resource: Build lasting relationships through proactive communication and strategic insights.

Required Qualifications

To excel in this Senior Accountant position at our Boca Raton family office, candidates should possess:

• A Bachelor's degree in Accounting, Finance, or a related field (Master's or CPA preferred).
• 5+ years of progressive experience in small public accounting firms, family offices, boutique HNW practices, or wealth management firms.
• Deep expertise in HNW accounting, including trusts, estates, and partnerships.
• Advanced proficiency in QuickBooks, Microsoft Excel, and ERP systems like Yardi or Addepar.
• Proven leadership skills with experience mentoring junior accountants.
• Exceptional interpersonal skills for client-facing interactions and advisor coordination.
• Analytical mindset with meticulous attention to detail and problem-solving prowess.
• Familiarity with SOX compliance, internal controls, and process optimization.

Prior exposure to high-net-worth client services is crucial, as is the ability to thrive in a fast-paced, confidential environment.

Why Join Us at Robert Half?

Joining Robert Half means more than just a job—it's a career launchpad in Boca Raton's elite financial sector. We offer a competitive salary of $85,000 annually, plus a robust benefits package including comprehensive health coverage, 401(k) matching, generous PTO, and hybrid flexibility. Our commitment to professional development includes CPA reimbursement, training workshops, and exposure to marquee HNW clients.

Work in a collaborative culture where your expertise drives real value for ultra-wealthy families. Boca Raton offers pristine beaches, upscale dining, and a tax-friendly environment, perfect for balancing work and life. Robert Half's global network opens doors to future opportunities in family office accounting, wealth management, and beyond. If you're ready to elevate your career with deeper client impact and leadership, apply today for this Senior Family Office Accountant role. Stand out in SEO-optimized searches for 'Senior Accountant jobs Boca Raton FL' and 'Family Office Accountant careers Florida'—your next step awaits!