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Family Office Bookkeeper Jobs (NOW HIRING)

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Office Manager

Manhattan, NY · On-site

$85K - $90K/yr

Our client, a small family office is seeking an Office Manger to oversee the day to day office ... Organize and maintain files, records, and important documents * Assist with basic bookkeeping ...

Rosen Hotels & Resorts, Inc.

Bookkeeper

Orlando, FL · On-site

Summary: The Bookkeeper supports the financial operations of various Rosen Hotels & Resorts ... Experience in hospitality, nonprofit, family office, private wealth, multi-entity, or similar ...

Brodson Construction Inc

Bookkeeper

Miami Beach, FL · On-site

... Family office or high-net-worth personal financial administration · Professional services or law firms · Property or asset management · Small-business accounting · Contract management or ...

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Matter Family Office

Senior Accountant

Denver, CO · On-site

$80K - $100K/yr

Company Description Matter Family Office is a multi-family office focused on helping families ... Proven bookkeeping mastery, plus the ability to review and correct the work of others.

Matter Family Office

Senior Accountant

Denver, CO · On-site

$80K - $100K/yr

Company Description Matter Family Office is a multi-family office focused on helping families ... Proven bookkeeping mastery, plus the ability to review and correct the work of others.

Matter Family Office

Senior Accountant

Dallas, TX · On-site

$73K - $92K/yr

Company Description Matter Family Office is a multi-family office focused on helping families ... Proven bookkeeping mastery, plus the ability to review and correct the work of others.

Matter Family Office

Senior Accountant

Denver, CO · On-site

$76K - $95K/yr

Company Description Matter Family Office is a multi-family office focused on helping families ... Proven bookkeeping mastery, plus the ability to review and correct the work of others.

Focus Financial Partners

Bookkeeper

Calabasas, CA

$80K - $90K/yr

Bookkeeper Focus Partners is seeking a Bookkeeper ideally with entertainment business management ... Focus is a leading financial services firm comprised of integrated wealth management, family office ...

Harper Associates

Personal Accountant

Birmingham, MI · On-site

... family in Birmingham is seeking a highly experienced, trustworthy Personal Financial & Administrative Manager for a long-term relationship. This role is approximately 70% financial/bookkeeping and 30 ...

New

Harper Associates

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Financial Accounting Manager - Family Office

Birmingham, MI · On-site

$55K - $70K/yr

This role is approximately 70% financial/bookkeeping and 30% personal/administrative. Schedule ... family offices, high-net-worth households, CPA/accounting firms, or controller-level ...

Focus Financial Partners

Senior Bookkeeper

Calabasas, CA · On-site

$80K - $90K/yr

Senior Bookkeeper Focus Partners is seeking a Bookkeeper ideally with entertainment business ... Focus is a leading financial services firm comprised of integrated wealth management, family office ...

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Family Office Bookkeeper information

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How much do family office bookkeeper jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for family office bookkeeper in the United States is $24.31, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $27.64 per hour, depending on experience, location, and employer.

What is a family office bookkeeper?

A Family Office Bookkeeper is a financial professional responsible for recording, organizing, and maintaining financial transactions for a family office, which manages the wealth and affairs of high-net-worth families. Their duties include managing accounts payable and receivable, reconciling bank statements, preparing financial reports, and ensuring accurate record keeping for tax and estate planning. They often work closely with accountants, investment advisors, and attorneys to provide a clear financial picture for the family. Attention to detail, confidentiality, and familiarity with complex financial structures are essential skills for this role.

What are some unique challenges a family office bookkeeper faces compared to traditional bookkeeping roles?

Family Office Bookkeepers often manage complex, multi-entity financial structures that include personal assets, investments, trusts, and sometimes private businesses. This requires a deep understanding of inter-entity transactions, confidentiality, and customized reporting to meet the specific needs of family members. The role also involves close coordination with wealth managers, attorneys, and tax advisors, making effective communication and attention to detail essential. Adapting to evolving family priorities and maintaining discretion are key challenges that make this role distinct from standard bookkeeping positions.

What are the key skills and qualifications needed to thrive as a family office bookkeeper, and why are they important?

To thrive as a Family Office Bookkeeper, you need strong accounting knowledge, attention to detail, and experience with financial reporting, often supported by a degree in accounting or finance. Proficiency in accounting software such as QuickBooks, Excel, and familiarity with tax preparation tools are typically required. Trustworthiness, discretion, and strong organizational skills help you manage sensitive financial information and work effectively with family members and advisors. These skills are crucial for ensuring accurate financial records, compliance, and the smooth management of complex family assets.

What is the difference between Family Office Bookkeeper vs Private Client Bookkeeper?

AspectFamily Office BookkeeperPrivate Client Bookkeeper
CredentialsBookkeeping certification, accounting experienceBookkeeping certification, accounting experience
Work EnvironmentFamily offices, high-net-worth individual servicesPrivate clients, small businesses, individual accounts
Employer & IndustryFamily offices, wealth management firmsAccounting firms, small businesses, individual clients
Search & Comparison IntentFamily Office Bookkeeper vs Private Client BookkeeperFamily Office Bookkeeper vs Private Client Bookkeeper

The main difference between a Family Office Bookkeeper and a Private Client Bookkeeper lies in their work environment and client focus. Family Office Bookkeepers typically work within family offices serving high-net-worth families, managing complex financial records. Private Client Bookkeepers often work with individual clients or small businesses, focusing on personal or small-scale financial management. Both roles require similar credentials and skills, but their client base and work setting differ significantly.

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What states have the most Family Office Bookkeeper jobs?

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What job categories do people searching Family Office Bookkeeper jobs look for?

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Family Office Bookkeeper jobs near you
Infographic showing various Family Office Bookkeeper job openings in the United States as of August 2026, with employment types broken down into 100% Part Time. Highlights an 100% In-person job distribution, with an average salary of $50,573 per year, or $24.3 per hour.

Family Office Accounting & Tax Associate (Part Time)

Synergy Private

Irvine, CA • Hybrid

$25 - $35/hr

Part-time

Life, Retirement, PTO

Posted 15 days ago

Job description

Description
We are seeking a capable, part-time Family Office Accounting & Tax Associate to support the bookkeeping, accounting, tax coordination, and financial reporting needs of high-net-worth families, entrepreneurs, and closely held business owners.
This individual will serve as Synergy’s primary internal execution resource for accounting and tax-related workflows — performing much of the initial bookkeeping and accounting work, investigating financial activity, maintaining accurate financial information, coordinating tax documentation, and working directly with clients to resolve outstanding items.
This is not a traditional bookkeeping role. The Associate will gain exposure to the complete financial lives of sophisticated families, including closely held businesses, real estate, private investments, multiple legal entities, tax planning, and family-level financial reporting. The role is designed for someone with meaningful practical accounting experience who wants to develop within a multi-family office environment.
The position is anticipated to be between 15-25 hours per week with a regular schedule during business hours. The role may be performed remotely within the United States, with optional hybrid availability for individuals located in the Greater Los Angeles area. 
The position requires access to highly confidential client financial information and may include authorized view-only access to client banking, brokerage, investment, and other financial systems. Appropriate background screening will be required. 

Key Responsibilities
  • Perform ongoing bookkeeping and account reconciliations using QuickBooks Online
  • Review and categorize transactions and investigate unidentified or unusual financial activity
  • Review general ledgers and identify missing, incorrect, or potentially misclassified transactions
  • Prepare proposed journal entries and other accounting adjustments for senior review
  • Maintain charts of accounts and supporting financial schedules
  • Prepare preliminary P&Ls, balance sheets, general ledgers, and other financial reports
  • Collaborate with senior accounting professionals to review, correct, and finalize client books and financial deliverables
  • Own the collection, organization, and delivery of information required for tax preparation and tax planning
  • Coordinate tax organizers and supporting documentation
  • Collect and maintain K-1s, investment statements, closing documents, entity records, and other tax-related information
  • Work directly with tax professionals to resolve outstanding information requests
  • Develop working knowledge of the tax strategies utilized by clients to better understand the accounting and documentation requirements supporting them
  • Maintain clear boundaries between execution and advice; this role does not independently provide tax, investment, or legal advice
  • Maintain underlying information supporting client balance sheets, net-worth statements, and other family-office reporting
  • Track relevant financial information across closely held businesses, real estate, private investments, and personal assets and liabilities
  • Assist with mapping entity ownership and financial relationships across LLCs, partnerships, S corporations, holding companies, trusts, and other structures
  • Track investment-related tax information, including K-1s, basis information, and capital activity
  • Maintain accurate and organized accounting and tax records within Canopy and other firm systems
  • Communicate directly with clients to request documentation, clarify transactions, and resolve accounting-related questions
  • Independently schedule and lead routine bookkeeping, accounting, and documentation calls as appropriate
  • Translate accounting questions into clear, straightforward client communication
  • Own day-to-day activity within Synergy’s bookkeeping inbox
  • Collaborate closely with Client Services, senior accounting professionals, and tax professionals to keep deliverables moving
  • Exhaust available internal records, financial systems, and other resources before requesting information already available elsewhere from a client
  • Maintain appropriate responsiveness to client and internal requests and proactively escalate blockers

Qualification & Required Experience
  • Minimum 2 years of hands-on QuickBooks bookkeeping/accounting experience
  • Experience performing reconciliations, transaction categorization, general ledger review, and maintaining financial records
  • Experience working with individuals and/or small-to-middle-market businesses with meaningful financial activity
  • Strong understanding of basic accounting principles and financial statements
  • Strong organizational skills and demonstrated ability to independently drive work to completion
  • Strong written and verbal communication skills with the ability to interact professionally with sophisticated clients
  • Working proficiency in Microsoft Excel
  • Ability to investigate and resolve financial questions before escalating or requesting information from clients
  • Ability to consistently dedicate approximately 15–25 hours per week, including availability during normal business hours
  • Experience with tax preparation, tax accounting, or private-client tax matters
  • Experience serving high-net-worth individuals, entrepreneurs, or closely held businesses
  • Background in family office, CPA firm, outsourced accounting/CAS, private-client tax, or similar professional services
  • CPA or Enrolled Agent credential, or progress toward one
  • Graduate or professional education in accounting, taxation, finance, business, law, or a related discipline

  • Organization & follow-through: Manages multiple detailed workstreams and sees them through to completion
  • Accounting competency: Strong practical QuickBooks and bookkeeping skills with the ability to understand how transactions flow through financial statements
  • Investigative mindset: Naturally asks why something occurred and works through available information before escalating
  • Ownership: Takes responsibility for getting answers and moving work forward
  • Client communication: Professional, personable, and capable of simplifying accounting concepts without unnecessary jargon
  • Judgment: Understands the difference between factual accounting execution and matters requiring senior professional judgment
  • Learning agility: Interested in understanding how accounting, tax, investments, entities, and other disciplines connect within a sophisticated family’s financial life

Benefits
  • Paid holidays
  • Work from home with hybrid optional
  • 401(k) with company match
  • Paid vacation and sick days
  • Professional development and mentoring