Manager, Client Accounting Services - Family Office
Core
Manage client accounting operations, financial reporting, and risk controls for family office clients while acting as a business advisor.
Role type
Manager, Client Accounting Services
Builds
Periodic financial reports, benchmarking analyses, and process improvement recommendations for client companies
Domain
Professional Services / Accounting / Family Office
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
GAAP, financial reporting, risk control systems, business advisory, workflow management, staff coaching, MS Office, QuickBooks Online, Sage Intacct
Preferred skills
CPA, MBA, public accounting experience
Technologies
QuickBooks Online, Sage Intacct, MS Office
Responsibilities
Oversee and provide exceptional service to clients including tax, accounting, and advisory services; Manage production of monthly, quarterly, and financial reports and benchmarking; Provide recommendations for business and process improvements; Work with other managers to insure workflows are efficient and streamlined in and between offices and in and between audit and tax functions; Coach, train, and mentor staff on client service, tax, and accounting matters; Provide leadership by promoting teamwork, developing proper training and mentoring, and managing workflows
Seniority
Manager, hands-on leadership