Lead and provide direction to a small team (pod) of Managers and staff across multiple clients
Plan, direct, and coordinate with clients and financial management outsourcing teams to deliver timely and accurate monthly finance and accounting services
Serve as a subject matter expert for Family Office-specific accounting
Provide technical guidance on US GAAP requirements
Contribute to the development and maintenance of accounting systems to support operational efficiency and financial transparency
Perform detailed reviews of periodic internal-use and compiled financial statements and supporting schedules
Act as a liaison between clients and external auditors, internal stakeholders, and other service providers
Foster collaborative, proactive relationships with clients and internal teams to ensure timely and accurate data collection for reporting
Support business development through participation in prospect meetings, pricing, and drafting engagement letters
Guide and support onboarding of new clients, including staff and client training, resource planning, and work allocation
Coach and develop staff consultants and senior consultants, serving as a Performance Coach to support career growth and skills development

Requirements

Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience
Minimum 7 years of accounting experience, including both public and industry experience
At least 2 years of experience leading teams in a fast-paced, results-oriented environment
Full-cycle accounting experience, including financial reporting, A/P and A/R, and account reconciliations, with a solid understanding of US GAAP
Strong knowledge of SFO structures, entity transfers, and investment accounting across asset classes
Experience with brokerage postings, capital statements, and reconciliation techniques
Experience with cloud-based accounting systems, including Sage Intacct

Benefits

Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

accountingfinancial reportingA/PA/Raccount reconciliationsUS GAAPSFO structuresinvestment accountingbrokerage postingsreconciliation techniques

Soft Skills

leadershipteam managementcollaborationcommunicationcoachingperformance managementclient relationship managementproactive problem solvingorganizational skillstraining