Family Office Accounting Manager

Job Highlights:

Skills - Must Have:

CPA Designated 8 years of accounting experience with family office and high net worth (HNW) individuals (minimum $50-30 million revenues, up to 1 billion) Experience managing a family office/ HNW team

How You Will Contribute:

• Experience working as a controller for a family office or maintain records for high net worth individuals. You will be responsible for managing a team that performs the following:
  • Daily processing
  • Record and reconcile investment activity
  • Maintaining unfunded commitment schedules
  • Prepare month end close
  • Monthly, quarterly and annual financial reporting for companies and individuals
• Working closely with the tax family office group to help in their preparation of tax returns for 1065 (partnership), 1040 (individual), 1041 (fiduciary), 990/990PF (foundations), 1120 (corp./scorp), 709 (gift), 1099s.
• Review of responses to Federal and various state notices.

About YOU!

• CPA License required.
• Experience with Intacct preferred.
• 8+ progressive years of experience with a focus on family office and high net worth individuals with average asset range $50mil $300 mil, up to 1 billion.
• Demonstrated ability to run a team servicing HNW/family office.
• DAILY ACCESS TO A VEHICLE to commute to and from offices and clients as needed.