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
US GAAP, Full-cycle accounting, Team leadership, Investment accounting, Cloud-based accounting systems, Process improvement, Quality review, Client communication
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 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 repeatable processes and checklists, Act as a liaison between clients and external auditors, Support onboarding of new clients, Support business development, Lead complex Single Family Office engagements, Drive accurate investment accounting, Oversee entity ownership changes and trust financial reporting, Use family office systems and reporting tools to improve efficiency
Seniority
Senior, hands-on IC with team leadership