Staff Accountant - Family Office

Key Responsibilities

Financial Accounting & Reporting - 50% of Job

• Manage daily accounting for multiple family entities using QuickBooks.
• Prepare journal entries and maintain general ledger operations.
• Perform monthly close and prepare monthly financial statements.
• Reconcile bank accounts, credit cards, loans, and investment-related activity.
• Prepare financial analysis, forecasts, or projections as requested.
• Create and maintain data visualizations and dashboards that illustrate financial trends, spending patterns, and forecasting insights.
• Support annual budgets and assist with year-end financial tasks.

Payroll & Benefits Administration – 10% of Job

• Process payroll for household staff.
• Ensure compliance with relevant state and federal payroll requirements.
• Remain current on changes in payroll and benefits regulations and operational best practices.
• Maintain payroll records and assist with annual reporting (W-2, 1099, etc.).

Accounts Payable & Cash Management – 30% of Job

• Manage bill pay from invoice intake through approval and payment.
• Maintain vendor records; ensure proper documentation and coding.
• Track cash flow across entities and coordinate funding requests as needed.
• Monitor and resolve banking issues, including unusual or urgent items.

Entity & Asset Support - 5% of Job

• Assist with accounting and recordkeeping for real estate and investment entities.
• Maintain organized financial files for audit and tax support.
• Work with external advisors as needed for legal, insurance, or banking matters.

Operational & Special Projects - 5% of Job

• Assist with operational projects across the family office, including process improvements, documentation updates, and systems enhancements.
• Support policy maintenance and ongoing research of best practices across accounting, payroll, operations, and governance.
• Maintain sensitive financial and personal data in accordance with privacy and security standards.
• Identify opportunities for enhanced technology, automation, or AI tools that improve accuracy, efficiency, and workflow across the office.
• Provide support on family events, travel, or special initiatives requiring financial coordination.
• Participate in developing and improving internal controls to safeguard family assets.

Competencies

• Strong attention to detail with high accuracy in work.
• Excellent communication skills and comfort collaborating with a small team.
• Ability to prioritize tasks, multitask, and meet deadlines in a fast-paced environment.
• Values-driven mindset, demonstrating integrity, confidentiality, and professionalism.
• Strong analytical and problem-solving abilities.
• Comfort with technology, including cloud-based tools and digital workflow solutions.
• Ability to present financial information clearly through charts, graphs, and visual summaries.

Qualifications

• Bachelor’s degree in Accounting or Finance preferred.
• 3+ years of accounting experience and/or strong bookkeeping experience (5+ years) with full ownership of books
• Proficient in QuickBooks (Online or Desktop).
• Strong Excel and Microsoft Office skills
• Highly organized, accurate, and comfortable working with sensitive information

Luck Companies is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.  We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.