Family Office Accountant
The Mom Project
Accounting & Finance
San Anselmo, CA, USA
USD 65-70 / hour
Posted on Apr 25, 2026
Title: Accountant
Hourly Rate: $65-$70
Schedule: 15-20 hours/week
This is a temp-to-perm role.
Expectation is hybrid if local; 100% remote if not local.
Our client is a boutique firm providing high-touch accounting and operational support to family offices, high-net-worth individuals, and closely held entities. They are seeking a part-time Family Office Accountant to work closely with firm leadership in supporting a select group of clients. This is a client-facing role focused on maintaining accurate financials, supporting cash management, and assisting with the day-to-day financial and operational coordination required in a high-touch environment.
The role supports multiple client engagements and is best suited for someone who is experienced, detail-oriented, and comfortable operating in a collaborative and dynamic setting. It requires strong technical judgment, independence, and the ability to serve as a reliable right-hand support while also contributing to continuity and coverage across the firm.
Core Responsibilities
Hourly Rate: $65-$70
Schedule: 15-20 hours/week
This is a temp-to-perm role.
Expectation is hybrid if local; 100% remote if not local.
Our client is a boutique firm providing high-touch accounting and operational support to family offices, high-net-worth individuals, and closely held entities. They are seeking a part-time Family Office Accountant to work closely with firm leadership in supporting a select group of clients. This is a client-facing role focused on maintaining accurate financials, supporting cash management, and assisting with the day-to-day financial and operational coordination required in a high-touch environment.
The role supports multiple client engagements and is best suited for someone who is experienced, detail-oriented, and comfortable operating in a collaborative and dynamic setting. It requires strong technical judgment, independence, and the ability to serve as a reliable right-hand support while also contributing to continuity and coverage across the firm.
Core Responsibilities
- Maintain financials across multiple entities (trusts, LLCs, investments)
- Lead month-end close and prepare monthly/quarterly reporting
- Keep QuickBooks Online accounts in clean, CPA-ready condition
- Manage accounts payable and support invoicing/receivables for select clients
- Communicate directly with clients and ensure timely follow-through
- Perform and review reconciliations; investigate and resolve discrepancies
- Coordinate with CPAs and advisors on tax and planning matters
- Track investment and entity-level activity
- 7+ years of accounting experience
- Strong QuickBooks Online proficiency
- Experience with high-net-worth clients, family offices, or closely held businesses preferred
- Strong technical accounting skills and attention to detail
- Comfortable working independently and resolving issues without detailed direction
- Clear and professional communication style