Family Office Manager – Construction Staff Accountant

Level Workforce

Family Office Manager/Construction Staff Accountant responsible for financial coordination across multiple entities. Managing records, reporting, and compliance for family office and construction-related activities.

Posted 7/8/2026contractGrantville • 🇺🇸 United StatesMid-LevelSenior💰 $25 - $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in bookkeeping and accounting, with proficiency in QuickBooks Online and Microsoft Office Suite, particularly Excel. Capable of managing financial records, reporting, and coordinating with external professionals while maintaining confidentiality and strong organizational skills.

Highest-signal resume keywords

Proficiency In QuickBooks OnlineBookkeeping And Accounting ExperienceExperience With CPAs And Tax ProfessionalsStrong Organizational SkillsExcellent Written And Verbal Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingAccountingFinancial RecordkeepingReconciliationsFinancial ReportingTax CoordinationDocument ManagementCash ManagementExpense TrackingVendor Administration

Soft Skills

Strong Organizational SkillsAttention To DetailAbility To Maintain ConfidentialityFollow-Through

Tools & Technologies

QuickBooks OnlineMicrosoft Office SuiteExcel

Industry Keywords

529 Education Savings PlansTrust ManagementReal Estate HoldingsFinancial StatementsManagement Reports

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