Job Details

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)

You can use WorkGrades to collect and manage your references for free and share them with us or anyone else you choose by visiting workgrades.com/home/candidate. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.