Senior Manager, Family Office Outsourcing
Core
Lead a team supporting multiple Family Office clients, driving process improvement, ensuring high-quality financial reporting, and building trusted client relationships.
Role type
Senior Manager, Family Office Outsourcing
Builds
Monthly finance and accounting services, financial statements, reconciliations, and workpapers for Single Family Office clients.
Domain
Accounting and Consulting / Family Office Services
Required skills
Full-cycle accounting, US GAAP, team leadership, investment accounting, entity ownership changes, trust financial reporting, brokerage postings, capital statements, cloud-based accounting systems
Preferred skills
CPA or CMA license, cloud-based accounting system conversions, omnibus bank account management, Section 704(c) and tax stuffing concepts
Technologies
Sage Intacct, Addepar
Responsibilities
Own assigned client engagements end-to-end; Lead and direct a pod of Managers and staff; Train and coach team members on client-specific processes; Plan, direct, and coordinate monthly finance and accounting services; Serve as a Family Office accounting subject matter expert; Perform detailed quality reviews of financial statements; Identify execution gaps and drive corrective action; Build and maintain repeatable processes; Act as a liaison between clients, external auditors, and internal stakeholders; Support onboarding of new clients; Support business development through prospect meetings and engagement letters; Lead complex Single Family Office engagements with multi-entity structures; Drive accurate investment accounting; Oversee entity ownership changes and trust financial reporting; Use family office systems and reporting tools to improve efficiency.
Seniority
Senior Manager, hands-on leadership