Financial Assistant, Single Family Office

Single Family Office Financial Assistant / NYC

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 Summary

The Financial Assistant will have end-to-end responsibility across four areas:

1. Personal & Household Finance

• Track and report passive investment income (~$200M+)
• Maintain monthly income and cash-flow reporting
• Track real-time tax liability (individual, spouse, children)
• Plan and coordinate quarterly instalment payments
• Manage personal bill pay and household expenses
• Oversee finances for multiple personal use properties

2. Entity & LLC Accounting

• Full bookkeeping and monthly close for multiple LLCs
• Maintain clean, audit-ready financial records
• Prepare schedules and reporting for CPA/tax advisors
• Ensure proper separation between personal, holding, and operating entities

Required

Candidates must have:

• 7-10+ years of progressive accounting experience
• Prior experience with UHNW individuals, family offices, or private principals
• Operating company exposure
• Small businesses
• PE backed companies
• Founder owned entities
• Comfort reading and explaining operating P&Ls
• Direct experience dealing with the IRS (correspondence and phone calls)
• Experience working independently in a solo role
• Strong judgement, discretion, and ability to prioritize
• CPA a plus

Ideal Candidate Profile

Successful candidates often come from:

• Single family offices with portfolio companies
• Controllers supporting founders with multiple businesses
• Public accounting with private client + operating business exposure
• Small PE / search fund backed company controllers

Key personal traits:

• Calm, pragmatic, low-ego
• Comfortable operating without bureaucracy
• Can distinguish “what matters” from noise
• Confident interacting with CPAs, IRS agents, and business owners
• Proactive systems thinker (builds once, reuses across businesses)

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