Director - Family Office Practice (cpa firm)
CPA firm
CPA firm seeking an experienced, client-focused, and technology-driven Director to join our growing Family Office practice. This individual will lead the delivery of comprehensive accounting, financial, and administrative services to high-net-worth individuals and family office clients, while managing a team and contributing to the growth of the practice. The ideal candidate brings deep experience with platforms such as Sage Intacct, QuickBooks Online, and NetSuite, and possesses the curiosity and drive to embrace next-generation tools — including AI-enabled platforms like Asseta.ai, BILL, and third-party integrations spanning payroll, sales tax, and beyond — as part of a forward-thinking, tech-driven service model.
$100k - $150k
...ranked accounting, tax, and advisory firm with offices across the U.S. and... ...-focused, and technology-driven Director to join our growing Family Office practice. This individual will lead the delivery... ...Experience Experience within a CPA firm or advisory firm. Exposure...SuggestedFull timeWork at officeLocal area3 days per week$100k - $135k
...accounting, tax, and advisory firm with offices across the U.S. and... ...Manager to join our growing Family Office practice. This individual will lead... ...reporting to the practice's Director(s). The ideal candidate brings... ...college or university required.CPA license preferred.7+ years...SuggestedFull timeWork at officeLocal areaVisa sponsorshipWork visa3 days per week- Sr. Tax Accountant - CPA Firm. 1/2-day Fridays. Our client a high-quality CPA firm with 250 + professionals is adding to their Greenwich... ...have Mutiple lines of business: Tax, Audit, Consulting, and Family Office services, and small enough for their staff to have direct...SuggestedWork at office
- ...CPA firm seeking an experienced Tax Supervisor join our growing Not-for-Profit practice. This role will focus on providing tax compliance and consulting services to a diverse portfolio of tax-exempt organizations, including private foundations, public charities, educational...Suggested
- ...CPA firm seeking an R&D Tax Credit Director to join the Firm’s Tax Credits practice, with primary responsibility of leading and delivering Research & Development (R&D) Tax Credit consulting services to clients across a broad range of industries. The Director will work...Suggested
$165k - $250k
...with a well-established accounting and advisory firm looking to add a Senior Manager to its Family Office practice. This is a highly client-facing position supporting... ...Experience managing and developing teams CPA or other relevant professional designation preferred...Work at office- ...win new business exclusively through our CPA accountant channel and client referrals as... ...will be assigned to a list of accounting firms and aligned to sales reps in our Small Business... .... Deepen Relationships Across the ADP Family: In addition to cloud-based human resources...
- ...department.Collaborate with external accounting firms, estate-planning counsel, trustees, and... ..., and special projects related to family office operations.Provide expert guidance on entity... ...Taxation; Master's in Taxation preferred.CPA license strongly preferred.7-10 years of...Work at office
$110k - $175k
...top professional services firms, CohnReznick creates... ...drive opportunity. With offices nationwide, the firm serves... ...Private Client Services practice with a focus on tax services for Family Offices and UHNWIs. We work... ...CohnReznick LLP is a licensed CPA firm that provides attest...Private practiceWork at officeLocal areaFlexible hours3 days per week$65k - $70k
...Plus: Paid OT and Bonus Location: Fairfield County CT Growing and fast-paced boutique financial services firm is seeking a Receptionist / Office Coordinator. Responsibilities First point of contact for the firm Meet and greet all visitors Schedule...Work at office- ...Job Description Coda Search is partnering with a prominent vencture capital group with offices located in Stamford, CT. This is a well-known firm that has a global presence with just under $10BN AUM. The team is seeking to hire a Senior Accountant on the corporate...
- Senior Accountant, Hybrid / 9-5.Our client an International firm is adding to their Stamford based NA Head Quarters. This role directly supports the Controller and has a broad a mix of responsibilities: Accounting/Reporting and Strategic Finance / FP&A. The ideal candidate...
- ...Senior Accountant - Single Family Office We are looking for an experienced Sr. Accountant to support a single family office in Stamford, Connecticut. This position will oversee core accounting activities, maintain accurate financial records, and help ensure timely completion...Full timeWork at office
$110k - $160k
...Senior Accountant (Family Office) New York, NY A private investment firm and family office is seeking an experienced professional to join its accounting and operations team. This role offers broad exposure across private equity and family office activities, including...Work at officeShift work- ...Established financial services firm is seeking an experienced... ...high-net-worth individuals and families. Candidates may be based... ...Candidates located farther from an office may work primarily remotely... ...accounting or related field, CPA license required ~10+ years...Work at officeRemote work
- ...dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...Associate to join our Business Tax Services practice. Responsibilities:Provide individual tax... ...make the best decisions for yourself, your family, and your lifestyle. Available benefits...Local area
$71,700 - $131,905 per week
...planning efforts, retreats, offsites, and practice initiatives Gather information and input... ...role may work onsite in select Milliman office locations, if they prefer. The expected application... ...A minimum of 10 paid holidays per year. Family Building Benefits – Includes adoption and...Hourly payFull timeContract workTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours- ...exceptional Executive Personal Assistant to support a prominent UHNW family based in Greenwich, Connecticut. The role manages complex... ...private households, superb organizational skills, and the ability to operate across private residences and offices. #J-18808-Ljbffr...
$115k - $130k
...Job Description Exciting Office Manager/EA role | Family Office/Private investment firm | Greater Greenwich, CT Area \n \n Office Manager/EA – Private Investment... ...for senior team members, including managing directors and heads of investor relations and operations...Work at office$80k - $100k
...Base + bonuses | Path to Partner About the Firm Send resume to Our client is a small, family-owned CPA firm in Ridgefield, CT with a tight-knit team... ...ownership every day and have a real say in where the practice goes from here. Why This Role Stands Out...Flexible hours- ...or midsized public accounting firms) and will be responsible for... ...activities Coordinate with other family office team members to gather... ...accounting processes Implement best practices and internal controls Assist... ...'s degree in Accounting CPA candidate or pursuing CPA...Temporary workWork at officeFlexible hours
$135k - $165k
...Junior Office AdministratorOur client is a highly regarded, $3B AUM investment firm deploying capital across the capital structure of real estate and asset-intensive... ...financial industry terminology and business practices.Proficiency in Microsoft Office Suite (Word,...Work at office$175k - $305k
...Dalio Family Office’s Tax Department is hiring a Senior Tax Manager focused on trust and related UHNW tax compliance/planning in Westport,... ...through/trust tax experience and 5+ years managerial oversight; CPA and/or JD preferred. Hybrid; no immigration sponsorship. About...Work at office- ...franchise network of operator-owned accounting firms. We built the technology, processes, and... ...possible. You get real ownership of the practice and a client base to grow, backed by... ...in Accounting, Finance, or related field; CPA preferred. ~7+ years of experience in accounting...Local areaImmediate startRelocationShift work
$30 - $40 per hour
...House Manager and Family AssistantLocation: Greenwich, CT 06831Employment Type: Part-Time | 10-15 hours per week, 10 Hours GuaranteedSchedule... ...with others involved in food preparation.Anticipate busy days, practices, and events when planning meals.Pet CareProvide daily care for...Full timePart timeFor contractorsSeasonal workLocal area10 hours per weekShift workDay shift$200k
...are currently looking for a Head of RIA & Family Office Research Distribution to join our... ...relevance, and commercial value of the firm’s investment research within the advisor... ...investment committee members, research directors, and other senior decision-makers.Identify...Full timeWork at office$120k - $150k
...resume. POSITION SUMMARY: The Office of Information Technology is... ...to-point VPN. The Assistant Director is a hands-on technical... ...requirements, and cybersecurity best practices. - Collaborate with the... ...Director and external cybersecurity firms, managed security service...Full timeWork at officeRemote workAfternoon shift$140k - $170k
...client, a well-respected public accounting firm, seeks a Tax Manager in White Plains, NY.... ...clients* Perform managerial functions in the office* Prepare the accounting records and tax... ...group of generalist clientsRequirements* CPA* 5+ years of public tax accounting experience...Work at officeLocal area- ...Training & development Hello, We are seeking a reliable, detail-oriented Office Assistant / Operations Support professional to support the day-to-day operations of a small family office that oversees and supports a school business. This is an in-person...Hourly payMinimum wageWork at officeMonday to Friday
$26 per hour
...Job Description Job Description Practice Manager / Office Manager – Chiropractic & Wellness. Full-Time | 40 Hours/Week | Immediate Opening... ...relevant experience. We are a busy, established, family-focused chiropractic and wellness practice seeking an exceptional...Full timeWork at officeImmediate start
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