Job Description

Job Description

Job Description

CPA firm seeking an experienced and client-focused Manager to join our growing Family Office Practice

RESPONSIBILITIES:

• Serve as the primary point of contact for assigned family office clients, building and maintaining strong, trusted advisor relationships.
• Oversee and coordinate the delivery of integrated services, including: tax compliance and planning (individual, trust, estate, gift, and entity-level), financial reporting and budgeting, bill payment, cash flow management, investment performance tracking, estate planning, and philanthropic strategies.
• Lead and mentor a team of staff and senior accountants, providing training and performance feedback.
• Collaborate cross-functionally with the firm’s tax, audit, and advisory teams to deliver a seamless client experience.
• Review complex tax returns and financial statements; ensure accuracy and compliance with applicable laws and regulations.
• Participate in strategic planning and execution for the Family Office practice, including business development, client proposals, and process improvements.
• Monitor developments in tax law and industry trends to provide proactive advice to clients and internal teams.

QUALIFICATIONS:

Education:

• Bachelor’s degree in Accounting, Finance, Economics, or a related field. 
• CPA preferred. 

Experience:

• 6+ years of experience in public accounting, wealth management, or a multi-family office environment, with at least 2 years in a supervisory/managerial role.
• Strong technical expertise in individual, trust, estate, and partnership taxation.
• Deep understanding of family office operations, governance, and intergenerational wealth transfer.
• Excellent communication, organizational, and client service skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.
• High level of integrity, discretion, and professionalism.

Public Accounting Firm

Company Description

Public Accounting Firm

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