What are the responsibilities and job description for the Accounting Manager - HNW Family Office in Pompano Beach - $125-$150k +B and Company Paid Benefits position at Advice Personnel?
Hybrid Accounting Manager - HNW Family Office in Pompano Beach
Salary: $125k-$150k bonus (commensurate with experience) plus bonus and company paid medical, dental, and vision benefits, and 401k with match
We are partnering with a prominent HNW Family Office in Pompano Beach to fill a Accounting Manager position. This is a dynamic hybrid role supporting the financial needs of a principal with a diverse real estate portfolio and other investments. The Accounting Manager will be the right-hand person to the firm’s Senior Operations professional, assisting with various aspects of financial administration and providing high-level support. A warm yet serious-minded individual with strong communication skills, a high degree of discretion, and maturity will thrive in this environment.
The office offers quality of life hours and the ability to work one day per week remotely.
Responsibilities:
Financial Administration:
- Handling of banking transactions, including wire transfers and account reconciliations, ensuring accurate financial management.
- Manage accounts payable, credit card payments, and cash flow to ensure timely, accurate processing and proper reconciliation of expenses.
- Prepare regular financial reports and tracking of investment portfolio collaborating with the internal finance team, outside CPA firm and investment partners.
- Assist with tax documentation and compliance, coordinating with tax advisors to meet regulatory requirements.
- Support budgeting and forecasting, ensuring adherence to budgets and anticipating future financial needs.
- Administer personal insurance policies, handling renewals, claims, and liaising with providers for effective management.
Requirements:
- Bachelor's degree in accounting or finance.
- 5 years of experience in a similar role supporting UHNW individuals, with a strong background in accounting functions.
- Advanced Excel skills and proficiency with Office 365 suite, including SharePoint.
- Strong financial acumen with experience in tax compliance, budgeting, and investment reporting.
- Exceptional presentation and communication skills, both written and verbal.
- Ability to handle confidential matters with utmost discretion and professionalism.
- Strong organizational skills and a proactive approach to problem-solving.
The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives.
Please send your resume for immediate consideration to: bsedita@adviceny.com
If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated!
Advice Personnel
*Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area*
Salary : $125,000 - $150,000
