Senior Manager of Family Office Accounting
2 weeks ago
Creative Financial Staffing is collaborating with a prominent mid-sized CPA firm in search of a talented Senior Manager of Family Office Accounting to contribute significantly to the firm's ongoing success.
Compensation: $120,000 - $160,000
Why Join Us:
- Flexible hybrid work environment with various locations available
- Dynamic mid-sized firm committed to fostering employee satisfaction
- Encouraging workplace culture with adaptable scheduling options
- Diverse exposure to a wide range of clients and sectors
Primary Responsibilities:
- Oversee and manage family office operations, including:
- Monthly financial close processes
- Investment account reconciliations
- Transaction processing
- Comprehensive financial reporting
- Review and address federal and state correspondence
- Assist the tax department with family office tax filings
- Lead a team of 2-3 accountants specializing in family office services
- Active CPA designation
- Minimum of 7 years of experience in family office or investment accounting
- Proven experience in team leadership
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