Accounting Office/Finance Admin Job at MMG Equity Partners, Pinecrest, FL

Y1ZXQnU0THE1ckJ0NE1YR29EbUYxV2Ryc3c9PQ==
  • MMG Equity Partners
  • Pinecrest, FL

Job Description

Job Title: Family Office Bookkeeper / Admin

Location: Pinecrest, FL

Reports To: Family Office Controller

Position Overview:

MMG Equity Partners is seeking a detail-oriented and trustworthy Family Office Bookkeeper / Admin to manage key accounting and administrative functions related to the personal financial affairs of the firm’s principals. This individual will play a critical role in supporting the family’s financial organization and ensuring accurate and timely handling of tax, insurance, and healthcare documentation.

Key Responsibilities:

  • Bookkeeping for owners personal checking accounts
  • Support limited personal bill payments and reconciliation for designated accounts.
  • Submit monthly expense reports of credit card reporting
  • Bookkeeping of owner’s foundations & charitable giving
  • Maintain organized digital and physical records of all relevant financial and insurance documentation.
  • Assist with the administration of Life Insurance Trust requirements
  • Submit and track medical insurance claims to ensure they are applied toward deductibles; maintain records of medical expenses and insurance correspondence.
  • Manage all aspects of property insurance for primary and secondary residences, including policy renewals, claims, and coordination with brokers.
  • Handle ad hoc financial tasks commonly associated with family office operations (e.g., vehicle insurance renewals, charitable contribution tracking, document notarization coordination).
  • Interface with wealth advisors, attorneys, and external vendors on behalf of family members as needed.
  • Coordinate and organize tax documentation for all investment holdings across family entities and individuals; liaise with internal and external CPAs to support annual tax filings.
  • Ensure confidentiality, accuracy, and discretion in all matters.

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or related field.
  • 2–4 years of relevant accounting or family office experience.
  • Strong understanding of tax documentation, medical insurance claims, and personal property insurance.
  • Highly organized with attention to detail and the ability to manage sensitive information with discretion.
  • Proficient in Microsoft Excel, SAP Concur and QuickBooks (or similar accounting software).
  • Self-motivated, proactive, and capable of managing multiple responsibilities independently.

Job Tags

Similar Jobs

Taylor Farms

Order Picking Supervisor (Spanish Bilingual Required) Job at Taylor Farms

 ...available for a talented and motivated individual to join our Taylor Farms New Jersey team as an Order Picking Supervisor located in...  ...rotation. Effectively communicate with other supervisors and managers. Qualifications Excellent communication skills. ... 

Cavco Industries, Inc.

Video Producer-Social Media Job at Cavco Industries, Inc.

About Cavco Industries: Our goal at Cavco Industries is to help make exceptional housing more affordable for more people nationwide. Cavco is a leading designer and builder of manufactured homes, modular homes, commercial buildings, park model RVs and vacation cabins....

GTN Technical Staffing

Teacher Job at GTN Technical Staffing

Overview: We are seeking a dynamic educator who thrives at the intersection of curiosity and creativity. As an Innovation & Discovery Educator, you'll empower young learners in foundational grades to explore the exciting worlds of Science, Technology, Engineering, and...

TAG MedStaffing

Pediatric Nurse Practitioner Job at TAG MedStaffing

**Open to new grads!** Summary The Certified Pediatric Nurse Practitioner is responsible for the provision of comprehensive pediatric primary care to the foster care population as assigned. Reports to the Medical Director and collaborates with the Director of Health... 

VitalCore Health Strategies

Dentist Job at VitalCore Health Strategies

 ...passion, not by profit! VitalCore Health Strategies (VCHS), an industry leader in Correctional Health Care, has an opening for a Dentist at Charles B. Webster Detention Center in Augusta, Georgia for Part-Time!!! At VitalCore we pride ourselves on retaining and...