Remote Family Office & Trust Accountant

Overview

This role supports a single-family office serving a multi-generational ultra-high-net-worth family. Responsibilities include managing books and records for a portfolio of small business entities, passive investment entities, and trusts, as well as personal books and records for several individuals. The position reports directly to the CEO (who serves as trustee for a large trust) and is largely remote with occasional in-person meetings.

Employment Details

• Employment Type: Full-time (35–40 hours per week)
• Location: US Remote
• Time Zone Requirement: Applicants must be located in the United States, Eastern Time Zone
• Job ID: 1067398
• Date Posted: November 5, 2026

Base Salary

• $120,000 per year (USD)
• Note: Commensurate with experience and qualifications.

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

Preferred Qualifications

• CPA preferred

Compensation & 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