Accounting Manager

Accounting Manager

We are seeking a highly professional and experienced Accounting Manager to support our growing family office. In this role, you will provide trusted accounting oversight and financial insight to help manage complex, multigenerational wealth.

Responsibilities may include oversight of personal finances, investment activities, private foundations, education and communication initiatives. This role requires strong financial acumen and sound judgment, along with the ability to navigate sensitive and complex matters with professionalism. A high level of emotional intelligence, clear communication, and the ability to build trust across diverse stakeholders are essential.

Key Responsibilities could include:

• Perform and manage various daily operations of the accounting department
• Assist and support budget and forecasting activities
• Prepare schedules and journal entries, review and approve others
• Manage internal and external audit requests
• Monitor and analyze department work and assist in development of efficient procedures and use of resources to enhance the workflow of the accounting team
• Analyze financial data and prepare complex reports
• Perform or manage various projects as needed
• Identify process improvement opportunities and implement change initiatives
• Supervise/mentor accounting staff, fostering a culture of professionalism and continuous improvement

Qualifications:

• 7+ years of accounting or finance experience (management experience preferred, public a plus)
• Bachelor's Degree in Accounting or Finance (minimum GPA of 3.25)
• CPA Certification
• Tax knowledge for individuals and trusts a plus
• Experience managing multi-entity financial structures, including trusts, LLCs, and other legal entities
• Advanced knowledge of Microsoft Office products, particularly Microsoft Excel
• Strong analytical and critical thinking skills, with a mindset for process improvement
• Excellent written and verbal communication skills
• Strong attention to detail and ability to meet deadlines in a fast-paced environment