Account Manager III, Family Office
Core
Serve as a primary point of contact for assigned clients, overseeing cash management, financial reporting, and tax-related filings.
Role type
Senior Account Manager (Family Office)
Builds
Client financial statements, cash flow reports, tax filings, and credit applications
Domain
Accounting and Consulting for Family Offices and High-Net-Worth Entities
Required skills
General ledger management, accounts payable/receivable, payroll processing, financial statement analysis, tax filing preparation, client relationship management, QuickBooks proficiency
Preferred skills
Investment accounting, trust/estate structures, global team collaboration, Sage Intacct
Responsibilities
Monitor cash balances and approve wire transactions, review and approve client invoices, prepare and analyze financial statements, coordinate with third-party payroll providers, lead or participate in client meetings, mentor junior Account Managers
Seniority
Mid-Senior, hands-on IC