Responsibilities
- Serve as the primary relationship leader and trusted advisor for multiple family office clients
- Oversee multiple client engagements and ensure overall quality, consistency, efficiency, and client satisfaction
- Manage engagement scope, budgets, profitability, and resource allocation
- Develop strategic insights and recommendations based on client objectives, financial results, and changing economic conditions
- Lead coordination with tax advisors, attorneys, wealth managers, investment advisors, and other external professionals
- Review and approve complex financial statements, management reports, reconciliations, and accounting analyses
- Oversee month-end and year-end close processes for clients and related entities
Requirements
- Bachelor’s degree in Accounting, Finance, Business, or related field
- CPA license preferred
- 8+ years of progressive accounting, family office, client accounting services, or related experience
- 4+ years of experience managing client engagements within a professional services environment
- Strong understanding of GAAP, financial statement preparation, and complex accounting transactions
- Experience working with ultra-high-net-worth individuals, family offices, partnerships, trusts, and investment entities preferred
- Experience with QuickBooks, Sage Intacct, NetSuite, and other cloud-based accounting platforms
- Advanced proficiency in Microsoft Excel and Microsoft Office applications
- Proven ability to manage multiple priorities and deadlines effectively
Hard Skills
- accounting
- financial statement preparation
- GAAP
- complex accounting transactions
- client accounting services
- budget management
- resource allocation
- financial analysis
- month-end close
- year-end close
Soft Skills
- relationship management
- client satisfaction
- strategic insights
- coordination
- communication
- time management
- leadership
- problem-solving
- organizational skills
- prioritization
Certifications & Qualifications
- Bachelor’s degree
- CPA license
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