Job Description
Description We are looking for a Senior Accountant to support complex personal and family financial activities in West Palm Beach, Florida. This role blends accounting, reporting, cash oversight, and coordination with external advisors across investment, tax, estate, and real estate matters. The ideal candidate brings sound judgment, strong attention to detail, and the discretion needed to manage highly sensitive financial information in a fast-moving environment.
Responsibilities:
• Manage documentation and ongoing updates for financial arrangements, including lending, leasing, and investment-related agreements.
• Maintain organized records for investment activity, insurance matters, tax documentation, and estate planning materials.
• Prepare quarterly financial reporting packages and identify opportunities to improve clarity, accuracy, and presentation.
• Support bill payment activities for family members while ensuring timely and accurate processing.
• Coordi...
Responsibilities:
• Manage documentation and ongoing updates for financial arrangements, including lending, leasing, and investment-related agreements.
• Maintain organized records for investment activity, insurance matters, tax documentation, and estate planning materials.
• Prepare quarterly financial reporting packages and identify opportunities to improve clarity, accuracy, and presentation.
• Support bill payment activities for family members while ensuring timely and accurate processing.
• Coordi...