Financial Assistant, Single Family Office

Single Family Office Financial Assistant / NYC

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Our client, a single family office based in NYC has a newly created role for a bookkeeper, junior controller or financial assistant, who can support the founder with all manner of accounting support. This is an excellent opportunity for someone on growth mode, or a seasoned family office controller looking for a less intense hybrid remote opportunity.
Salary between $125k-150k DOE, plus generous benefits package
Role SummaryThe Financial Assistant will have end-to-end responsibility across four areas:
1. Personal & Household FinanceTrack and report passive investment income (~$200M+)Maintain monthly income and cash-flow reportingTrack real-time tax liability (individual, spouse, children)Plan and coordinate quarterly instalment paymentsManage personal bill pay and household expensesOversee finances for multiple personal use properties2. Entity & LLC AccountingFull bookkeeping and monthly close for multiple LLCsMaintain clean, audit-ready financial recordsPrepare schedules and reporting for CPA/tax advisorsEnsure proper separation between personal, holding, and operating entities
Required Candidates must have:7-10+ years of progressive accounting experiencePrior experience with UHNW individuals, family offices, or private principalsOperating company exposureSmall businessesPE backed companiesFounder owned entitiesComfort reading and explaining operating P&LsDirect experience dealing with the IRS (correspondence and phone calls)Experience working independently in a solo roleStrong judgement, discretion, and ability to prioritizeCPA a plus
Ideal Candidate ProfileSuccessful candidates often come from:Single family offices with portfolio companiesControllers supporting founders with multiple businessesPublic accounting with private client + operating business exposureSmall PE / search fund backed company controllersKey personal traits:Calm, pragmatic, low-egoComfortable operating without bureaucracyCan distinguish “what matters” from noiseConfident interacting with CPAs, IRS agents, and business ownersProactive systems thinker (builds once, reuses across businesses)
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