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Private Family Office Accountant

Youngstown, OH · On-site

PRIVATE FAMILY OFFICE ACCOUNTANT Youngstown, OH $90,000- $120,000 A successful private family is ... The ideal candidate will have a strong accounting foundation, excellent organizational skills, and ...

The Moran Company

Administrator

Easton, MD · On-site +1

$50K - $55K/yr

Organizational Background The Marcia Brady Tucker Foundation (MBTF) is a private family foundation established to carry on the philanthropic legacy of Marcia Brady Tucker. Rooted in a longstanding ...

William Paterson University

Research and identify new private and family foundation funding opportunities. * Coordinate and support the preparation of letters of inquiry, grant proposals, reports, and stewardship communications.

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How much do private family foundation jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for private family foundation in the United States is $20.61, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $21.88 per hour, depending on experience, location, and employer.

What is a private family foundation?

A private family foundation is a nonprofit organization that is typically funded and governed by members of a single family. Its primary purpose is to manage charitable giving by making grants to support causes, organizations, or projects aligned with the family’s philanthropic interests. These foundations are tax-exempt and are required to distribute a minimum percentage of their assets each year for charitable purposes. Family members often play significant roles in decision-making and governance to ensure the foundation’s giving reflects their values and legacy.

What are the typical responsibilities and collaborative dynamics for someone working at a private family foundation?

Team members at a private family foundation often split their time between grantmaking, program evaluation, and direct communication with grantees. The work environment is usually close-knit and mission-driven, with frequent collaboration among a small team, trustees, and external partners. Staff members may be involved in organizing board meetings, researching potential funding areas, and monitoring the impact of funded projects. Open communication and adaptability are key, as priorities can shift based on family interests and evolving philanthropic goals.

What are the key skills and qualifications needed to thrive in a private family foundation role, and why are they important?

To thrive in a Private Family Foundation role, you need a background in philanthropy, nonprofit management, or finance, often supported by a relevant degree and experience in grantmaking. Familiarity with donor management software, grant tracking systems, and financial reporting tools is typically required. Strong interpersonal skills, confidentiality, and strategic thinking help build trust with stakeholders and ensure effective mission alignment. These competencies are crucial for managing resources, maintaining family values, and achieving meaningful philanthropic impact.

What is the difference between Private Family Foundation vs Private Foundation Manager?

AspectPrivate Family FoundationPrivate Foundation Manager
CredentialsTypically requires knowledge of nonprofit law, IRS regulations, and financial managementRequires similar credentials, often with additional experience in fund management and compliance
Work EnvironmentOperates as a legal entity managing family assets and philanthropic activitiesWorks within the foundation, handling daily operations, investments, and grant processes
Employer & IndustryFamily-owned nonprofit entity in the philanthropy sectorNonprofit organization or consulting firm managing private foundations

In summary, a Private Family Foundation is a legal entity established by a family for charitable purposes, while a Private Foundation Manager oversees the foundation's daily operations, ensuring compliance and effective grant management. Both roles require similar credentials but differ in scope and responsibilities.

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Private Family Foundation jobs near you
Infographic showing various Private Family Foundation job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 77% Full Time, 18% Part Time, and 3% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $42,866 per year, or $20.6 per hour.

Private Family Office Accountant

Youngstown, OH • On-site

CFS
See more jobs at CFSexternal

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

PRIVATE FAMILY OFFICE ACCOUNTANT
Youngstown, OH
$90,000- $120,000

A successful private family is seeking a highly trustworthy and detail-oriented Private Family Office Accountant to support the owners with a variety of personal and family financial activities. This is a highly confidential position that will work closely with the family and their trusted advisors to ensure financial obligations are handled accurately, efficiently, and discreetly.

The ideal candidate will have a strong accounting foundation, excellent organizational skills, and the judgment and discretion required to work with highly confidential financial information.

OVERVIEW OF THE PRIVATE FAMILY OFFICE ACCOUNTANT ROLE:

  • Manage day-to-day accounting and financial activity for the family
  • Monitor multiple bank and financial accounts and maintain accurate records
  • Coordinate transfers of funds between accounts as directed by the family
  • Initiate and coordinate payments for personal, family, property, and other expenses
  • Ensure funds are available in the appropriate accounts to meet upcoming obligations
  • Track and reconcile bank activity and account balances
  • Prepare and maintain cash flow schedules and reports
  • Coordinate with banks, wealth advisors, investment managers, CPAs, attorneys, and other professional advisors
  • Assist with bill payment and expense management
  • Maintain accurate records of personal and family financial transactions
  • Reconcile accounts and investigate discrepancies
  • Assist with budgeting, cash forecasting, and financial reporting
  • Maintain organized documentation for tax preparation and other reporting requirements
  • Support financial and administrative projects for the family as needed
  • Handle all financial information with the highest level of confidentiality and discretion
Ideal Candidate

The ideal candidate may come from a public accounting, corporate accounting, private wealth, family office, or high-net-worth accounting environment and understands both the technical accounting side and the importance of discretion when working with private financial information.

We are looking for someone who is:

  • Extremely trustworthy and discreet
  • Highly organized and detail-oriented
  • Comfortable working independently
  • Responsive and able to prioritize requests quickly
  • Comfortable communicating directly with ownership and outside advisors
  • Strong with banking platforms, Excel, and accounting systems
  • Comfortable handling confidential financial information
  • Able to exercise sound judgment when managing financial transactions

PREFERRED QUALIFICATIONS FOR THE PRIVATE FAMILY OFFICE ACCOUNTANT ROLE:

  • Bachelor's degree in Accounting, Finance, or related field preferred
  • 3+ years of accounting or financial management experience
  • Strong understanding of general ledger accounting and reconciliations
  • Experience working with multiple bank accounts preferred
  • Strong Excel skills
  • Experience coordinating payments, cash transfers, or banking activity preferred
  • Family office, private wealth, public accounting, or high-net-worth client experience is a plus

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