What are the responsibilities and job description for the Family Office Accountant position at Imprimis Group?
IMPRIMIS GROUP IS HIRING A FAMILY OFFICE ACCOUNTANT!
DIRECT HIRE | $60-75 / HR
REMOTE| DOWNTOWN - DALLAS, TX
Are you an experienced accounting professional looking for a unique and rewarding opportunity? We’re seeking a Personal Accountant to manage the financial activities of a high-net-worth family. This role requires strong accounting expertise, financial strategy skills, and the ability to collaborate with household staff and external advisors.
Responsibilities :
- Financial Record-Keeping : Maintain accurate financial records, including balance sheets and operating statements.
- Budgeting & Expense Management : Develop and oversee personal budgets, track expenses, and generate financial reports.
- Cash Flow & Liquidity Forecasting : Provide monthly and quarterly reports on cash flow trends and upcoming financial needs.
- Tax Preparation & Compliance : Work closely with a third-party CPA to ensure timely and accurate tax filings, including income and gift taxes.
- Payroll & Benefits Administration : Manage payroll and benefits for household staff, ensuring accuracy and compliance.
- Financial Strategy & Planning : Collaborate with financial advisors to optimize investment structures and business holdings.
- Bill Payment & Contract Management : Oversee payments, major expenditures, and charitable donation commitments.
- Insurance & Risk Management : Manage annual policy renewals and collaborate on home and asset insurance coverage.
- Compliance & Legal Adherence : Ensure all financial activities align with applicable regulations and best practices.
- Ad Hoc Financial Support : Address additional financial matters as needed.
Requirements :
Salary : $60 - $75
