CPA Family Office Manager

Job Summary

A company is looking for a Family Office Manager to oversee a portfolio of family office and private client clients.

Key Responsibilities

• Plan and coordinate timely and accurate monthly finance and accounting services for family office clients
• Provide technical expertise in US GAAP and oversee financial statement preparation and review
• Coach and mentor staff while participating in business development efforts

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field, or equivalent experience
• Minimum 5 years of experience in accounting and finance, including managing multiple entities
• Knowledge of equity and capital account management and alternative investments
• Proficiency with multiple accounting systems and MS Office
• Flexibility to work from home while collaborating in person half the time