Family Office Accounting, Tax Associate – Part Time

Tax Alchemy

Family office accounting associate supporting U.S. high-net-worth families, entrepreneurs, and closely held businesses.

Posted 8/18/2026part-timeRemote • California • 🇺🇸 United StatesJuniorMid-Level💰 $25 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in bookkeeping and accounting practices, including proficiency in QuickBooks Online and Microsoft Excel. Capable of preparing financial reports, managing tax-related documentation, and effectively communicating with clients to resolve financial inquiries.

Highest-signal resume keywords

QuickBooks Online ExperienceFinancial Statement PreparationTransaction ReconciliationTax Preparation ExperienceStrong Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingAccount ReconciliationGeneral Ledger ReviewFinancial ReportingJournal Entry PreparationTransaction CategorizationTax AccountingFinancial AnalysisClient Financial ManagementEntity Ownership Mapping

Soft Skills

Written CommunicationVerbal CommunicationProblem SolvingClient InteractionOrganizational Skills

Tools & Technologies

QuickBooks OnlineMicrosoft ExcelCanopy

Certifications & Qualifications

CPAEnrolled Agent

Industry Keywords

Tax PreparationFamily OfficePrivate-Client TaxSmall-to-Middle-Market BusinessesHigh-Net-Worth Individuals

About the role

Key responsibilities & impact

Perform ongoing bookkeeping and account reconciliations using QuickBooks Online
Review and categorize transactions and investigate unidentified or unusual financial activity
Review general ledgers and identify missing, incorrect, or potentially misclassified transactions
Prepare proposed journal entries and accounting adjustments for senior review
Maintain charts of accounts and supporting financial schedules
Prepare preliminary P&Ls, balance sheets, general ledgers, and other financial reports
Coordinate collection, organization, and delivery of tax preparation and tax planning information
Coordinate tax organizers and supporting documentation
Maintain K-1s, investment statements, closing documents, entity records, and other tax-related information
Work with tax professionals to resolve outstanding information requests
Maintain information supporting client balance sheets, net-worth statements, and family-office reporting
Track financial information across closely held businesses, real estate, private investments, and personal assets and liabilities
Assist with mapping entity ownership and financial relationships across LLCs, partnerships, S corporations, holding companies, trusts, and other structures
Maintain accurate accounting and tax records within Canopy and other firm systems
Communicate directly with clients to request documentation, clarify transactions, and resolve accounting-related questions
Schedule and lead routine bookkeeping, accounting, and documentation calls
Manage day-to-day activity within the bookkeeping inbox
Collaborate with Client Services, senior accounting professionals, and tax professionals to keep deliverables moving
Escalate blockers proactively and maintain responsiveness to client and internal requests

Requirements

What you’ll need

Minimum 2 years of hands-on QuickBooks bookkeeping/accounting experience
Experience with reconciliations, transaction categorization, general ledger review, and maintaining financial records
Experience working with individuals and/or small-to-middle-market businesses with meaningful financial activity
Strong understanding of basic accounting principles and financial statements
Strong organizational skills and ability to independently drive work to completion
Strong written and verbal communication skills for professional interaction with sophisticated clients
Working proficiency in Microsoft Excel
Ability to investigate and resolve financial questions before escalating or requesting client information
Ability to dedicate approximately 15–25 hours per week, including normal business-hour availability
Access to confidential client financial information and completion of required background screening
Preferred: experience with tax preparation, tax accounting, or private-client tax matters
Preferred: experience serving high-net-worth individuals, entrepreneurs, or closely held businesses
Preferred: background in family office, CPA firm, outsourced accounting/CAS, private-client tax, or similar professional services
Preferred: CPA or Enrolled Agent credential, or progress toward one
Preferred: graduate or professional education in accounting, taxation, finance, business, law, or a related discipline

Benefits

Comp & perks

Paid holidays
Work from home with hybrid optional
401(k) with company match
Paid vacation and sick days
Professional development and mentoring