Job Description
Now Hiring: Experienced Family Office Associate
Pivot CPAs – Family Office Services
Location: Ponte Vedra Beach, FL
Employment Type: Full-Time | On-Site
Do you have hands-on experience supporting high-net-worth clients through a CPA firm or family office? At Pivot CPAs, we go Beyond Accounting—and that includes delivering white-glove service to our Family Office clients. We’re looking for an Experienced Family Office Associate to join our growing team and help manage the complex financial lives of successful individuals and families.
This is a high-touch, relationship-driven role that blends accounting, financial coordination, and strategic support. You’ll work closely with our Family Office Administrator, as well as directly with clients, attorneys, and investment advisors.
Key Responsibilities:
- Manage day-to-day financial operations for high-net-worth clients, including bill pay, cash flow tracking, and account reconciliations
- Prepare and review financial reports, net worth statements, and investment summaries
- Coordinate with external advisors (CPAs, attorneys, investment managers) on tax planning, estate planning, and compliance matters
- Support the preparation and review of individual, trust, and entity tax documents (in collaboration with the tax team)
- Maintain accurate records of client activity, including charitable contributions, capital calls, and distributions
- Assist with onboarding new family office clients and maintaining client portals and documentation
- Identify opportunities to streamline processes and enhance client service
- Maintain strict confidentiality and discretion in all client matters
Qualifications:
- Bachelor’s degree in accounting or related field
- 3-5 years of experience working in a CPA firm or family office is required
- Tax background preferred
- CPA license a plus
- Strong understanding of financial statements, investment reporting, and estate/trust structures
- Excellent communication and relationship management skills
- High level of discretion, integrity, and attention to detail
- Proficiency in Microsoft Excel and accounting software (QuickBooks, bill pay platforms, etc.)
Why Pivot CPAs?
We go Beyond Accounting by building strong relationships and delivering exceptional service. As a proud BDO Alliance USA member firm, we offer the personalized service of a local firm with the resources of a global network.
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k)
- 15 days PTO + 12 paid holidays (including the Week of July 4th off)
- Budget for paid professional development
- A collaborative, inclusive, and client-focused culture
Ready to Pivot Your Career? If you have CPA firm or family office experience and want to make a meaningful impact, we’d love to hear from you. Apply today or message us directly to start the conversation.