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Family Office Manager – Construction Staff Accountant
Level WorkforceFamily Office Manager/Construction Staff Accountant responsible for financial coordination across multiple entities. Managing records, reporting, and compliance for family office and construction-related activities.
About the role
Key responsibilities & impact- Maintain personal and family office bookkeeping and accounting records.
- Prepare monthly financial statements, reconciliations, and management reports.
- Administer and track 529 education savings plans and qualified education expenses.
- Coordinate financial activity and reporting between operating businesses and the family office.
- Manage trust-related assets, liabilities, and financial records.
- Oversee administration of real estate holdings, including revenue and expense tracking, utility account management, vendor and service provider administration, service agreement management, and property improvement project tracking.
- Manage banking relationships, bill payment processes, and cash management activities.
- Coordinate tax-related information and reporting with external CPAs, attorneys, and advisors.
- Maintain corporate, trust, and legal documentation.
- Manage mail receipt, scanning, routing, filing, records retention, and document organization.
Requirements
What you’ll need- Proficiency in QuickBooks Online.
- Prior bookkeeping and accounting experience with responsibility for financial recordkeeping, reconciliations, and reporting.
- Experience working directly with CPAs, tax professionals, and external advisors.
- Strong organizational, administrative, and document management skills.
- Ability to maintain strict confidentiality and handle sensitive financial and personal information.
- Excellent written and verbal communication skills with strong follow-through and attention to detail.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Ability to manage multiple priorities, deadlines, and entities simultaneously.
Benefits
Comp & perks- Flexible, remote contract structure
- Opportunity to support growing construction and professional service brands
- Direct collaboration with experienced business leaders
- Ability to expand responsibilities over time based on performance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
BookkeepingAccountingFinancial RecordkeepingReconciliationsFinancial ReportingTax CoordinationDocument ManagementCash ManagementExpense TrackingVendor Administration
Soft Skills
Strong Organizational SkillsAttention To DetailAbility To Maintain ConfidentialityFollow-Through