Abrar Admin

Rello Search Partners

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 Are you an accounting professional in south Tampa looking for great work life balance (no overtime or weekends), professional office work environment and firm culture? If yes, then you are encouraged to apply!
 
 
 
 
 
 
 
 Rello Search Partners
 
 is recruiting for a full-time
 
 Family Office
 
 
 Accountant
 
 with our client in the financial services, wealth management and advisory industry in south Tampa, FL. This high visibility role works directly with the firm&rsquo;s high net worth clients and individuals providing hands on accounting and bookkeeping services.
 
 
 
 
 
 
 ** Only local candidates residing within a commutable distance to south Tampa and willing to work onsite Monday &ndash; Friday will be considered for the position. This is NOT a hybrid or remote opportunity. **
 
 
 
 
 
 
 
 Responsibilities:
 
 
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 Support the management of personal and closely held business financial and administrative needs of multiple high net worth clients and individuals.
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 Handle client&rsquo;s full financial picture &mdash; including household expenses, personal bank and credit accounts, investment-related activity, and affiliated entities such as LLCs, trusts, and operating businesses &mdash; with a strong emphasis on accuracy, discretion, and client service
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 Process and manage personal, household, and business-related expenses for high net worth clients and their affiliated entities, including bill payments and weekly check runs.
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 Monitor bank balances for cash flow.
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 Record, categorize and maintain expense activity in QuickBooks
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 Reconcile key balance sheet accounts monthly to ensure accuracy of client financial reporting
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 Prepare and compile quarterly client reporting packages
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 Perform light administrative and operational support tasks as needed
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 </ul>
 
 
 
 
 
 Requirements:
 
 
 <ul>
 <li>
 Bachelor or associate degree in accounting preferred
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 3+ years of experience of accounting experience in a professional office and work setting
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 Proficiency with QuickBooks
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 Strong working knowledge of Microsoft Office specifically in Excel
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 Must have excellent organizational skills and clear, professional communication
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 Ability to manage multiple deadlines while maintaining high attention to detail
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 Must be able and willing to work onsite in office Monday &ndash; Friday, this is NOT a hybrid or remote opportunity
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 </ul>
 
 
 
 
 The ideal candidate enjoys working in a client-facing, detail-oriented environment and understands that family office accounting requires discretion, judgment, and flexibility. This role is well-suited for a detail-oriented team player who enjoys problem-solving, thrives in a collaborative environment and takes pride in supporting clients&rsquo; personal and business financial lives with a high level of service.
 
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Accountant - Family Office

Join Rello Search Partners and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Rello Search Partners

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Accountant - Family Office