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Part Time Remote Family Office Jobs (NOW HIRING)

Centerbrite

BCBA (Part-time) (Remote)

Fairfax, VA · Remote

$80 - $110/hr

BCBA (Board Certified Behavior Analyst) - Part-time $80110/hr Flexible Schedule Hybrid (Remote + In ... Mission: serve families who've been let down by fragmented, impersonal care Compensation & Growth:

Centerbrite

BCBA (Part-time) (Remote)

Newark, NJ · Remote

$90 - $110/hr

BCBA (Board Certified Behavior Analyst) - Part-time $100110/hr Flexible Schedule Hybrid (Remote ... Mission: serve families who've been let down by fragmented, impersonal care Compensation & Growth:

Defined.ai

Licensed Therapists (Part-Time, Remote)

We are looking for experienced Licensed Therapists to join an exciting, remote, part-time pilot ... Licensed Clinical Social Worker (LCSW) * Licensed Marriage and Family Therapist (LMFT) * Licensed ...

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Part Time Remote Family Office information

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How much do part time remote family office jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for part time remote family office in the United States is $20.67, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $22.36 per hour, depending on experience, location, and employer.

What is a part time remote family office?

A part time remote family office job involves working for a private wealth management advisory firm that serves high-net-worth families, but on a flexible, part-time schedule and from a remote location. These roles can include responsibilities such as managing finances, handling investments, overseeing tax planning, or coordinating family affairs and administration. Working remotely allows employees to perform these tasks online or over the phone without being physically present in the family's office. Part time positions are ideal for those seeking work-life balance or supplemental income. The specific duties can vary based on the family's needs and the size of the family office.

What are some common responsibilities and challenges faced in a part time remote family office role?

In a part-time remote Family Office position, you will typically handle a range of tasks including managing schedules, overseeing financial transactions, assisting with investment tracking, and coordinating with third-party service providers. One of the main challenges is maintaining seamless communication and organization across multiple time zones and platforms while working independently. It's important to stay proactive and detail-oriented, as you may be juggling sensitive information and various projects at once. Strong digital skills and the ability to prioritize are essential for success in this flexible, yet demanding environment.

What are the key skills and qualifications needed to thrive as a part time remote family office professional, and why are they important?

To thrive in a Part Time Remote Family Office role, you need strong financial acumen, organizational skills, and experience in accounting, bookkeeping, or wealth management, often supported by a relevant degree or certification. Familiarity with financial management software, secure file sharing tools, and cloud-based document systems is typically required. Exceptional attention to detail, discretion, and proactive communication are vital soft skills for managing confidential information and coordinating with family members or advisors. These competencies ensure the smooth handling of sensitive financial matters and efficient remote support for the family office's diverse needs.

What is the difference between Part Time Remote Family Office vs Part Time Remote Wealth Manager?

AspectPart Time Remote Family OfficePart Time Remote Wealth Manager
CredentialsExperience in estate planning, finance, or family office servicesFinancial certifications like CFP, CFA, or equivalent
Work EnvironmentHigh-net-worth family settings, private offices, remoteFinancial institutions, client offices, remote
Industry UsageExclusive family office services for ultra-high-net-worth clientsManaging client investment portfolios and financial planning

The Part Time Remote Family Office focuses on managing the personal and financial affairs of ultra-high-net-worth families, often involving estate planning and private investments. In contrast, the Part Time Remote Wealth Manager primarily handles investment portfolios and financial planning for individual clients. While both roles require financial expertise and may operate remotely, the Family Office role is more specialized in private family services, whereas the Wealth Manager serves a broader client base.

More about Part Time Remote Family Office jobs

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Part Time Remote Family Office jobs near you
Infographic showing various Part Time Remote Family Office job openings in the United States as of August 2026, with employment types broken down into 100% Part Time. Highlights an 10% In-person, and 90% Remote job distribution, with an average salary of $42,985 per year, or $20.7 per hour.

Family Office Accounting & Tax Associate (Part Time)

Tax Alchemy

Irvine, CA • On-site, Remote

$25 - $35/hr

Part-time

Life, Retirement, PTO

Posted 5 days ago

Job description

Family Office Accounting & Tax Associate (Part Time)
Department: Accounting
Employment Type: Part Time
Location: Remote
Compensation: $25.00 - $35.00 / hour
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

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