FAL Advisors is NOT a Public Accounting firm.  We ARE a highly specialized multi-family office.  Our Company provides a broad range of financial services for high net worth individuals, their families and their business interests.  We are the bridge between our Clients and their professional advisors, including their estate planning attorney, investment advisor, banker, CPA firm, insurance broker, and outside legal counsel.  We are the only business office of our kind in the local market.


This is an exciting time to join our growing team! The opportunity we offer allows a professional to utilize their Accounting and Tax expertise in a unique industry, while being part of a team that values work-life balance, flexible schedules and personal development.



Bachelor’s degree in Accounting preferred

3 years experience in Accounting or Finance position

Proficiency in Microsoft Excel, Word and Outlook software

QuickBooks software experience a plus

Proficiency in Micro Excel & Word required

QuickBooks accounting software experience a plus

Ability to manage priorities and multiple projects simultaneously

Detail oriented and strong organizational skills

Good communication, interpersonal and organizational skills

Individual should be a self-starter with motivation to learn & grow

Individual must be a Team player, with the willingness to assist others and adjust to different management styles.


Prepare monthly bank reconciliations for multiple Clients

Prepare monthly brokerage account reconciliations for multiple Clients

Prepare and enter monthly journal entries in QuickBooks software

Set up general ledgers in QuickBooks for Client entities as needed

Process Client Accounts Payable

Troubleshoot banking and/or vendor issues on Client’s behalf  

Perform filing as needed (electronic and paper)

Assist fellow Team members with special projects as needed