Manager, Family Office Accounting & Finance Services

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The Family Office is a sub department of our Real Estate Managed Services practice that provides clients with theresources they need to manage complex financial affairs and reach their personal and family goals.

The Family Office Manager is responsible for all areas relating to financial reporting within the familyoffice. This position will be responsible for developing and maintaining accounting principles practicesand procedures to ensure accurate and timely financial statements for family office clients. The Manager
supervises family office staff and is responsible for managing the team to ensure that work is properlyallocated and completed in a timely and accurate manner. This position addresses tight deadlines and amultitude of accounting activities including general ledger preparation financial reporting
and the support of other family office tasks. This role will have contact with clients and outside advisorswhich requires strong interpersonal communication skills both written and verbal.

Responsibilities:
- Work closely with clients to support their accounting and reporting needs providing financialinformation for business decisions
- Become a trusted advisor to our clients by delivering our expertise in a timely and personal way
- Manage completeness and timeliness of client deliverables
- Utilize various technologies to add value to the client experience
- Assist in the creation or expansion of accounting policies and procedures
- Manage cash and ensure the accurate and timely processing of bill pay transactions high volume of APreview
- Interface with clients and coordinate with team through virtual processes and platforms
- Perform overview of financial statements for inconsistencies and opportunities of increased revenuegeneration or cost savings
- Periodically prepare and/or review account reconciliations
- Review journal entries prepared by team members
- Coordinate annual audit and/or tax return with outside CPA firm
- Facilitate updates needed to the general ledger and other data requirements
- Collaborates with Partner to support overall department goals and objectives
- Advise staff regarding the handling of non-routine reporting transactions
- Develop technical solutions to new or highly complex problems that cannot be solved using existingmethods or approaches
- Stay abreast of business industry and market information that may reveal business opportunities orrisks

Qualifications
- Bachelors degree or equivalent experience required; CPA Preferred
- Five (5) plus years of related experience required
- Experience with Excel Word Outlook required
- Experience with QuickBooks Enterprise QuickBooks Online accounts payable accounts receivablepayroll employee benefits and general ledger accounting
- Individual income tax experience a plus
- Excellent verbal and written communication skills
- Ability to direct develop and coach team members
- Experience in autonomous decision making weighing the costs benefits risk and chances for success