Family Office Manager
Share
Job Location:
Boston, NH - USA
Monthly Salary:
$ 130000 - 160000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Search Group Solutions is supporting a key client in the recruitment of a Family Office Manager within their Personal CFO Services group. This role serves as the central point of coordination for client households and advisory partners overseeing a broad mix of family office accounting reporting and financial administration for complex individual and entity structures.
Core Responsibilities
Client Accounting Services
-
Lead onboarding for new client engagements including establishing reporting workflows charts of accounts vendor files and household data structures.
-
Deliver ongoing accounting support: journal entries investment activity reporting payroll oversight and reconciliation of financial information across multiple entities.
-
Research and resolve discrepancies or irregularities in client statements and financial data.
-
Produce periodic financial reports and analysis for high-net-worth individuals families trusts and related entities.
-
Coordinate and monitor cash movements liquidity needs and account activity.
-
Partner with internal teams to review reconciliations and finalize reporting packages.
-
Manage annual 1099 reporting requirements.
-
Track charitable giving gifting activity cost basis items and other key financial details.
Client Bill Payment Services
-
Review and approve bill payment workflows and processing.
-
Reconcile bill pay accounts investigate differences and ensure accurate records.
-
Prepare recurring and ad hoc bill payment reporting for clients.
Client Relationship Management
-
Function as the primary day-to-day contact for clients handling communication project coordination emerging issues and ongoing service needs across several concurrent relationships.
-
Prepare meeting materials and facilitate client meetings when required.
-
Liaise with external advisors including wealth managers CPAs attorneys and estate planners.
-
Provide data and analysis that supports tax planning estate strategies charitable initiatives and related advisory work.
-
Execute special projects aligned with client needs and long-term objectives.
Team Leadership
-
Provide daily oversight and support to the client service team.
-
Train new team members on internal protocols quality standards and best practices.
-
Maintain accountability for the teams deliverables accuracy and service quality.
Qualifications
-
Exceptional accuracy attention to detail and commitment to high-quality service.
-
Strong professional presence and client-service orientation.
-
Ability to operate within strict process control and confidentiality frameworks.
-
Bachelors degree in Accounting or a related field.
-
CPA strongly preferred with experience in public accounting.
-
58 years working with individual financial statements investment activity and multi-entity structures.
-
Working knowledge of foundations trusts estate planning concepts and related tax considerations.
-
Broad technical knowledge across general ledger AP payroll income tax concepts investment reporting and banking operations.
-
Proven success working in a fast-moving environment requiring accuracy and big-picture awareness.
-
Strong prioritization organization project management and communication skills.
-
Ability to balance multiple client demands and internal deadlines.
Key Skills
- Office Manager Experience
- Microsoft Office
- Management Experience
- QuickBooks
- Accounting
- Office Experience
- Dental Office Experience
- Payroll
- Administrative Experience
- Eaglesoft
- Human Resources
- Bookkeeping
