Family Office & Trust Accountant, US Remote

Accountant for a multi-generational UHNW single family office, reporting to the CEO: books for small business entities, passive investment entities, trusts and personal books.

Job Title: Remote Family Office & Trust Accountant

Job ID: 1067398

Date Posted: November 5, 2026

Employment Type: Full-time (35-40 hours per week)

Hiring Company (Organization): Confidential

Location: US Remote

Applicants must be located in the United States, Eastern Time Zone

Base Salary: $120,000 per year (USD)

Job Description

Commensurate with experience and qualifications.

Our client is a single-family office and is seeking a Family Office & Trust Accountant to join its collaborative team. The office serves a multi-generational ultra-high-net-worth family and focuses on preserving wealth across generations, with services tailored to the family’s values, goals, and evolving needs.

Reporting directly to the CEO, the Accountant will manage the books and records for a portfolio of small business entities, passive investment entities, and trusts, as well as the personal books and records of several individuals. The role also supports a large trust for which the CEO serves as trustee. This position is largely remote, with occasional in-person meetings.

Key Responsibilities

Manage daily accounting operations, including accounts payable, accounts receivable, account management, and reconciliations

Prepare and analyze financial statements to ensure accuracy and compliance with accounting standards and management direction

Oversee ongoing cash management, including bank account reconciliations

Review and process invoices, payments, and transfers (wires, ACH, and internal transfers)

Prepare and file 1099s, W-2s, and property taxes

Process payroll for multiple entities and handle related matters

Prepare budgets, forecasts, and financial analyses as requested

Analyze options to support management decision-making

Communicate professionally with tax, insurance, legal, and investment management service providers

Contribute to the development and maintenance of internal controls and compliance procedures

Implement procedural and strategic changes as directed

Create invoices and handle limited billing for professional services

Provide periodic support for the CEO’s remote work environment (receiving mail, packages, and supplies)

Maintain the highest level of confidentiality regarding the office, the family, and all business dealings

Requirements

6+ years of related accounting experience

CPA preferred

Proficiency with QuickBooks and related accounting software

Proficiency with, or ability to quickly learn, Bill.com, Ramp, and related productivity tools

Proficiency with Microsoft Office Suite

Excellent verbal and written communication skills

Strong interpersonal and client service skills

Exceptional organization and attention to detail

Proven ability to manage time, meet deadlines, and work independently

Ability to prioritize tasks and delegate when appropriate

Demonstrated ability to learn new software and processes

Benefits

Health, dental, and vision insurance

Short-term and long-term disability insurance

Life insurance

Generous paid time off

Remote work technology allowance

Work Schedule & Location

35-40 hours per week

Primarily remote, with occasional in-person meetings with the CEO and staff

Preference for candidates residing in metro Indianapolis, Indiana or metro Tampa Bay, Florida