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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 seeking a highly trustworthy and detail-oriented Private Family Office Accountant to support the ...

The Baldwin Group

$200 - $260/hr

## Family Office Practice Leader - National Private Risk ManagementApplylocations: Remote UStime type: Full timeposted on: Posted Yesterdayjob requisition id: JR109935The Sr Principal, Family Office ...

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How much do private family office jobs pay per year?

As of Aug 29, 2026, the average yearly pay for private family office in the United States is $51,476.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $59,000.00 per year, depending on experience, location, and employer.

What is a private family office?

A Private Family Office job involves managing the personal and financial affairs of ultra-high-net-worth individuals or families. Responsibilities vary but can include investment management, estate planning, philanthropy, tax optimization, and overseeing household staff. These roles require discretion, financial expertise, and a deep understanding of the family's needs and long-term goals. Private Family Office professionals often work closely with legal, tax, and financial advisors to ensure seamless management of the family's wealth and assets.

What are the typical responsibilities of someone working in a private family office?

Professionals in a Private Family Office are responsible for managing the financial affairs, investments, and often some personal matters of ultra-high-net-worth families. This can include tasks such as overseeing investment portfolios, coordinating tax planning with external advisors, managing philanthropic activities, and handling estate planning or day-to-day financial operations. The role often requires close collaboration with legal, tax, and investment professionals, as well as maintaining confidential communication with family members. The environment is typically dynamic and highly personalized, offering the chance to have a significant impact on the family's legacy and wealth. Individuals in this position can gain specialized experience, with opportunities to grow into leadership roles or advisory positions within the family office industry.

What are the key skills and qualifications needed to thrive in a private family office position?

To excel in a Private Family Office role, you need expertise in wealth management, financial planning, and investment analysis, often supported by degrees in finance or accounting and relevant certifications such as CFA or CPA. Familiarity with portfolio management software, accounting platforms, and regulatory compliance tools is essential. Discretion, adaptability, strong interpersonal skills, and problem-solving abilities help professionals manage complex family dynamics and sensitive financial matters. These competencies are crucial for maintaining trust, ensuring confidentiality, and providing tailored solutions to ultra-high-net-worth families.

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Private Family Office jobs near you
Infographic showing various Private Family Office 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 $51,476 per year, or $24.7 per hour.

Private Family Office Accountant

CFS

Youngstown, OH • On-site

Full-time

This job post has expired 5 days ago. 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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