Financial Consulting Supervisor - Family Office
Core
Supervisor leading the Family Office Accounting Team, providing accounting, reporting, and consulting services to family offices, trusts, and complex ownership structures.
Role type
Senior IC Financial Consulting Supervisor (Family Office)
Builds
Accounting reports, tax-related information, management reports, and integrated family office services for private clients and investment entities.
Domain
Professional Services / Family Office Accounting
Required skills
U.S. federal and state income tax principles, complex ownership structures, period-end close processes, financial statement review, engagement budgeting, business development, emerging technology adoption (OCR, AI, accounting bots), team leadership and coaching.
Preferred skills
Investment accounting, partnership allocations, automated accounting systems (Sage Intacct, NetSuite, BlackLine, Addepar, Masttro), CPA license.
Technologies
Microsoft Office, Sage Intacct, NetSuite, BlackLine, Ramp, BILL, Addepar, Masttro, OCR, AI, accounting bots.
Responsibilities
Serve as key point of contact for clients and advisors; lead, manage, and coach global team members; support period-end close processes across multiple legal entities; review financial statements and investment-related reporting; identify opportunities to enhance client service and operational efficiencies; utilize and promote emerging technologies; define and document repeatable methodologies; assist with engagement budgeting and resource planning; participate in new client onboarding; collaborate with tax, investment, and legal advisors; participate in business development activities.
Seniority
Senior, hands-on IC with team leadership