CFO Services Manager for Accounting

Position: Manager, CFO Services

Overview

We are looking for a detail-oriented and seasoned Manager to join our CFO Services team. In this important role, you will oversee the provision of accounting, bill payment, reporting, and tax services tailored for our family office clientele. Collaborating effectively with both internal team members and external advisors, you will deliver comprehensive financial services to ultra-high-net-worth families, supporting the financial and operational management of their family enterprises.

Key Responsibilities

• Supervise and manage accounting and reporting services, ensuring precise income and expense coding, investment tracking, partnership accounting, and tax preparation.
• Review and uphold general ledgers for a variety of entities, including limited partnerships, LLCs, and other collective organizations.
• Coordinate tax filing and estimated tax payment processes for family office clients.
• Process accounts payable invoices for clients and related entities.
• Prepare financial statements for individuals, trusts, and other associated entities.
• Act as the primary liaison for family office personnel, external service providers, and internal staff, offering support across services such as accounting, investments, tax planning, estate planning, trust administration, and insurance.
• Actively engage in client meetings, contributing your expertise in the daily financial operations of family offices.
• Ensure timely review and distribution of various reports (e.g., cash flow, projections, tax analyses) to clients, presenting accurate and clear data.
• Complete reconciliations for areas of responsibility and related entities.
• Collect and maintain essential documentation pertinent to your responsibilities.
• Assist with additional tasks as necessary to ensure the department runs smoothly.
  
  

Qualifications

• Bachelor’s degree in Accounting or a related discipline.
• CPA certification is preferred.
• 5-10 years of relevant experience in public and/or general accounting or a related field.
• Solid understanding of accounting principles and advanced proficiency with accounting software.
  
  

Required Skills

• A professional demeanor complemented by excellent interpersonal communication abilities.
• Strong analytical skills and problem-solving capabilities.
• Highly organized and detail-oriented, with the ability to manage multiple tasks while adhering to deadlines.
• A collaborative team player who demonstrates a strong work ethic and a positive attitude.
  
  

Career Growth Opportunities

We believe in the potential of our employees and support ongoing professional development, offering opportunities for career advancement within our organization.

Company Culture And Values

Our company is dedicated to promoting a diverse and inclusive environment that values collaboration and teamwork. We encourage a positive work atmosphere where professional demeanor and effective communication are key.

Employment Type: Full-Time