Job description:
Accounting Manager- Remote
Our client is a multi-generational family office service organization that provides investment advice, accounting/tax services, business
operations consulting and philanthropic/ strategic planning services to high-net-worth families. This talented and creative organization
provides high quality service to meet the very particular needs of its exacting clients. The group operates in the style of private bankers and
trust officers and is relied upon to provide independent advice and to protect the long-term interests of clients.
The Accounting Manager will provide financial administrative and reporting support for business and non-business activities. The role is
a mixture of on-going responsibilities and ad-hoc accounting/ business projects. The organization has multiple entities and involvement in a
wide range of investment, business and philanthropic activities. The Accounting Manager must have a strong understanding of entity accounting
principles. The selected individual will be part of a seven person financial organization and report to the Chief Financial Officer of the
organization.
Responsibilities include;
- Financial Reporting: Prepare and analyze financial statements for various entities within the organization, ensuring accuracy and compliance with regulatory standards.
- Audit Oversight: Coordinate and oversee external audits, ensuring timely completion and adherence to audit procedures. Provide support
and documentation as required during audit processes.
- QuickBooks Expertise: Utilize QuickBooks to maintain accurate financial records, reconcile accounts, and generate financial reports as needed.
- Budgeting and Forecasting: Assist in the development of annual budgets and forecasts, providing insights and recommendations to optimize financial performance.
- Preparation of ad hoc client banking and financial requests
- Process Improvement: Identify opportunities for process optimization and efficiency enhancements within the accounting function, implementing best practices where applicable.
- Preparation of tax returns and liaison with tax staff
- Compliance and Regulation: Stay abreast of regulatory changes and ensure compliance with relevant accounting standards, tax laws, and
other regulatory requirements.
- Client Relations: Build and maintain strong relationships with family members and other stakeholders, providing financial insights and guidance as needed.
Qualifications:
Qualifications:
- Bachelors degree in accounting, finance or related field required; CPA is strongly preferred
- Ten (10) plus years of relevant experience is required
- Relevant experience includes tenure in a public accounting firm, investment accounting experience, prior involvement with a family office and/or a wealth services organization
- This is a staff role but requires extensive collaboration with family stakeholders and outside service providers
- The role is designed to be manageable, interesting and interactive with a strong group of financial professionals
This highly creative organization facilitates investment, accounting/tax, philanthropic, and strategic planning services to clients.
You will be an integral member of the national finance department which coordinates outsourced services from world-class national law
and accounting firms with internal tax/accounting staff.
This combined professional team provides comprehensive, multi-generational accounting, planning, tax and management services
for individuals, trusts, investment partnerships, nonprofits, and operating companies. Industry exposure includes family offices, hedge
funds, Venture Capital, domestic and international, profit and not for profit. They provide exceptional personal service while delivering
outstanding technical expertise to their clients.
Why is This a Great Opportunity:
This is a great opportunity for an accounting professional that is working in a mid-sized public accounting firm and wants professionalism and a sustainable level of expectations; an individual with family office experience looking for new challenges and a remote work environment or a professional with investment accounting experience looking to work in an organization that pursues a wide range of investment options.
The client is looking for an individual that values continued employment and wishes to make a longer term commitment to an organization. An individual with a resume that demonstrates that level of commitment is preferred.