Senior Associate - Family Office
Job Description
Job Title: Trust & Estate Accounting Senior Associate
Location: Winter Park, FL
Industry: Family Office
Reports to: Director of Accounting
About the Role
Our client, an individual family office, is seeking a detail-oriented Trust & Estate Accounting Senior Associate to support trust administration, entity accounting, and individual tax-related reporting. This is an excellent opportunity for a professional with a strong foundational background in tax or accounting—especially someone with 2–5 years of experience in public accounting (trusts, estates, or private client) who is looking to transition into a dynamic family office environment.
This role provides exposure to complex entity structures, intercompany activity, trust reporting, and high-net-worth individual financial matters.
Key Responsibilities
Trust & Estate Accounting
Prepare and maintain trust-level financial statements, schedules, and reporting packages.
Assist with trust administration including distributions, contributions, and reconciliations.
Support the preparation of materials for estate planning, trust reviews, and annual meetings.
Entity & Intercompany Accounting
Prepare journal entries, intercompany reconciliations, and general ledger maintenance across multiple entities.
Assist with monthly/quarterly closes for trusts, partnerships, and holding entities.
Maintain clear documentation supporting transactions and internal controls.
Tax Support
Compile and organize data for individual, trust, and entity tax filings in coordination with external tax advisors.
Review K‑1s, 1099s, and other tax documents for accuracy.
Assist with tracking estimated tax payments, distributions, and related reporting.
Reporting & Analysis
Prepare routine and ad-hoc financial reports for family members and senior leadership.
Support investment and cash-flow reporting as needed.
Assist with year-end reporting packages and projects.
Qualifications
Bachelor’s degree in Accounting, Finance, or related field.
2–5 years of experience in public accounting or private client services strongly preferred (trusts, estates, HNW individuals, or partnership tax experience is ideal).
Strong understanding of tax, financial statements, and accounting principles.
Experience with multi-entity accounting or intercompany activity is highly valued.
Proficiency in Excel; ability to learn new systems quickly (Yardi or similar is a plus).
Excellent attention to detail, confidentiality, and professionalism.
Strong communication skills and ability to work collaboratively in a small-team environment.