Experienced Family Office Associate

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