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Level Workforce

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

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

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Applicant 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