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Accounting Manager

ACS
Buffalo, NY Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 4/30/2025

Job Description

Introduction : Our client is seeking a highly skilled and experienced Accounting Manager to oversee and manage the financial operations of the family’s wealth and investments. This position requires a strong background in accounting proven managerial experience and the ability to manage complex financial structures. A CPA designation is preferred but not mandatory. The ideal candidate will be detailoriented organized and possess exceptional leadership abilities.

Key Responsibilities :

  • Financial Oversight : Manage daytoday accounting functions for the family office including the preparation and review of financial statements general ledger entries account reconciliations and financial reports.
  • Team Management : Supervise mentor and lead a small team of accountants ensuring smooth operations professional growth and consistent performance.
  • Tax Compliance and Planning : Work closely with tax advisors to ensure timely and accurate filing of personal business and investmentrelated taxes. Assist in strategic tax planning and reporting.
  • Investment Reporting : Oversee the accounting of investments including private equity real estate and other asset classes ensuring accurate tracking of valuations distributions and returns.
  • Cash Flow Management : Monitor cash flow liquidity and budgeting across the family’s financial operations to ensure operational efficiency and adequate reserves.
  • Internal Controls : Develop and enforce robust internal controls and financial policies to safeguard the family’s assets and ensure regulatory compliance.
  • Audit Preparation : Coordinate and liaise with external auditors to prepare for and support annual audits of family financial statements.
  • Financial Planning & Analysis : Provide regular financial analysis forecasting and reporting to senior family members assisting with strategic decisionmaking.

Qualifications

Qualifications :

  • Education : Bachelor’s degree in Accounting Finance or a related field. A Master’s degree is a plus.
  • Experience : A minimum of 7 years of accounting experience with at least 3years in a managerial role ideally within a family office private wealth management or similar environment.
  • Licenses / Certifications : Certified Public Accountant (CPA) designation is preferred. Additional certifications such as CMA CFA or CFP are a plus.
  • Skills :
  • Strong leadership management and teambuilding abilities.

  • Expertise in financial reporting tax compliance and investment accounting.
  • Advanced knowledge of accounting software and financial systems ; Oracle a plus
  • Proficient in Microsoft Office Suite particularly Excel (pivot tables financial modeling).
  • Excellent analytical problemsolving and organizational skills.
  • High level of discretion integrity and ability to work with sensitive financial information.
  • Why is This a Great Opportunity

    Personal Attributes :

  • Dynamic manager who can manage Accountant that is working remotely.
  • Detailoriented with a focus on accuracy and precision.
  • Ability to work independently and manage multiple priorities in a fastpaced environment.
  • Strong interpersonal communication skills and ability to interact with senior family members and advisors.
  • High level of professionalism integrity and confidentiality.
  • If you are an experienced Accounting Manager with a passion for managing family wealth and leading a team we encourage you to apply.

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