Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Director - Family Office Practice (cpa firm)

CPA firm

Job Description

Job Description

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. 

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Director - Family Office Practice (cpa firm) in Middletown, NY vacancy
  •  ...Job Description Job Description 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... 
    Suggested
    Work at office

    CPA firm

    Middletown, NY
    1 day ago
  •  ...Job Description Job Description CPA firm  a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance...  ...consulting services to high-net-worth individuals, families, and closely held businesses. The ideal... 
    Suggested
    Private practice

    CPA firm

    Middletown, NY
    2 days ago
  • CPA firm seeking an experienced Tax Manager to join our Professional Services group. The ideal candidate will bring solid experience with 1120, 1120-S, 1065, and 1040 tax matters, as well as demonstrated strength in tax research, planning, and advisory work.
    Suggested

    CPA firm

    Middletown, NY
    3 days ago
  •  ...Job Description Job Description CPA firm seeking an experienced Tax Manager to 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... 
    Suggested

    CPA firm

    Middletown, NY
    2 days ago
  •  ...Job Description Job Description 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... 
    Suggested

    CPA firm

    Middletown, NY
    2 days ago
  •  ...professionals and marketing support  EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and...  ...Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:... 
    Seasonal work
    Work at office
    Local area
    Monday to Friday

    Intuit

    Middletown, NY
    29 minutes ago
  • Job Description Job Description CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to  take full responsibility for directing multiple engagements.  

    CPA firm

    Middletown, NY
    2 days ago
  • $43.26k - $64.9k

     ...Company Description The Office Administrator (OA) is responsible for providing general...  ...collaboratively across the organization and share best practices Lead by example and adhere to Company...  ..., Dental and Vision Plans, 401k Match, Family Leave, PTO & Paid Holiday Schedule, Pet,... 
    Permanent employment
    Full time
    Work experience placement
    Work at office
    Local area

    Red Bull

    Middletown, NY
    a month ago
  •  ...search of a seasoned, insightful, and innovative Assistant Director of Front Office —a thought leader with a gift for service and an instinct for...  ...management company and affiliate of global private investment firm Starwood Capital Group. Starwood Hotels is an Equal... 
    Work experience placement
    Live in
    Flexible hours

    1 Hotel South Beach, L.L.C.

    Florida, NY
    1 day ago
  • SAGE DENTAL | Dental Office Manager Margate, FL Lead a modern practice. Lead a team that lives up to it. Sage Dental is...  ...HealthcareFor you & your family What Sage Offers Competitive base...  ...-Friday, in-office Reports to the Director of Market Operations P&L and team-... 
    Full time
    Work at office
    Monday to Friday

    Sage Dental

    Florida, NY
    3 days ago
  •  ...business updates, etc Lead the overall positive and collaborative family environment Success Factors: Leads by example with...  ...service and positively impacting our guest's experience Practices high quality food and cleanliness standards Additional Info... 

    KFC

    Middletown, NY
    1 day ago
  • $18.5 - $20 per hour

     ...administrative support to the Executive Director and management team. Answer and direct...  ...phone calls, maintaining a professional office environment. Provide front desk...  ...Frequently interact with staff, residents, families, and regulatory agencies to support effective... 
    Hourly pay
    Work at office
    Afternoon shift

    Promenade at Middletown

    Middletown, NY
    22 days ago
  • $16 - $29 per hour

     ...with the excitement of contributing new practice ideas and initiatives that could help improve...  ...effective communication to patient / family team members and other health care professionals...  ...of experience working in medical front office position performing duties such as... 
    Hourly pay
    Minimum wage
    Full time
    Temporary work
    Work experience placement
    Local area
    Immediate start
    Work from home
    Monday to Friday

    UnitedHealth Group

    Middletown, NY
    2 days ago
  • ## Technology Director –Back Office Financial SystemsApply: Saint Petersburg, Florida - United States: Full time: Posted Today: R-0013222**Job...  ...Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a... 
    Full time
    Contract work
    Work experience placement
    Work at office

    Raymond James

    Florida, NY
    18 hours ago
  •  ...accommodation or an alternative application process. Office Administrator Full Time Management...  ...largest physician-owned gastroenterology practice. Since 2011, we've been dedicated to...  ...personalized care while treating patients like family. And at FDHS, our patients are at the... 
    Full time
    Work at office

    Florida Digestive Health Specialists LLP

    Florida, NY
    1 day ago
  •  ...Strong analytical, organizational, and problem-solving skills. Excellent attention to detail and ability to manage multiple priorities. CPA license Competitive base salary Health, Dental, and Vision Insurance Paid Time Off and Holidays 401(k) with company match Growth... 
    Full time
    Local area

    Ledgent

    Florida, NY
    18 hours ago
  •  ...conducts operations through its subsidiaries. The ASR Group® family of companies make up the world’s largest refiner and marketer...  ...prioritize and organize diversified workload, recommends changes in office practices or procedures. Essential Functions Schedules, maintains and... 
    Full time
    Work at office
    Local area
    Monday to Friday

    Florida Crystals

    Florida, NY
    3 days ago
  •  ...Florida Digestive Health Specialists is seeking an experienced Office Administrator to lead daily administrative, clinical support, and...  ...experiences. The role requires 3–5 years in healthcare practice management, a relevant bachelor’s degree, and strong communication... 
    Work at office

    Florida Digestive Health Specialists

    Florida, NY
    5 hours ago
  • $20 - $24 per hour

     ...Regular Full-Time Office Clerical Trust Way, Middletown, NY, US Salary Range: $...  ...demonstrating particular consideration for the firm’s reputation and safeguarding Orange Bank...  ...personal behavior, conduct and business practices, and escalating, managing and reporting... 
    Hourly pay
    Full time
    Work at office
    Local area

    Orange County Trust Company

    Middletown, NY
    3 days ago
  •  ...senior executive within a leading global professional services firm and is seeking an Executive Assistant. The Executive...  ...experience from at least one of the following environments: Family or multi-family offices Law firms Financial services or insurance High-end... 
    Full time

    Ascendo Resources

    Florida, NY
    1 day ago
  •  ...client has built a strong reputation helping private equity firms, family offices, venture investors, and middle-market companies strengthen their...  ...approximately 35% , with travel varying by engagement CPA, consulting experience, PE-backed experience, and FP&A/modeling... 
    Immediate start
    Remote work

    TEAL Staffing

    Florida, NY
    18 hours ago
  •  ...is committed to equal opportunity and is firmly committed to preventing discrimination and...  ..., gender identity or expression, family status, citizenship, genetic information...  ...action employer and administers all personnel practices without regard to race, color, religion,... 
    Local area
    Shift work
    Afternoon shift

    Topgolf International

    Florida, NY
    3 days ago
  •  ...supervision of the Public Works & Utilities Director or designee, performs a variety of...  ...administrative duties and professional level office support for the Public Works and...  ...nature which provides broad exposure and practical application of current office systems technology... 
    Work at office

    City of Winter Springs

    Florida, NY
    2 days ago
  •  ...transaction processing. Reporting to the Faculty Director and working closely with the ELA...  ...computer and proficient with Microsoft Office (Word, Excel, Access, and Outlook) and accounting...  ..., and be motivated to incorporate best practices into the organizational structure.*... 
    Full time
    Part time
    Work experience placement
    Work at office
    Flexible hours
    Night shift
    Afternoon shift

    Florida Gulf Coast University

    Florida, NY
    18 hours ago
  •  ...understands the unique financial challenges associated with physician practices and multi‑location healthcare organizations. This position...  ...Management Serve as the primary liaison with external CPA firms, tax advisors, banking partners, payroll providers, and financial... 

    WoundGen

    Florida, NY
    18 hours ago
  •  ...Job Description Our company is currently seeking a Bookkeeper Office Manager to join our team!You will be responsible for preparing and...  ...and detail-oriented Company Description General Connection is a family owned and operated business specializing in income tax return preparation... 
    Work at office

    GENERAL CONNECTION LLC

    Florida, NY
    2 days ago
  •  ...updates to customers while complying with all Caliber safety rules, guidelines and company standards. BENEFITS OF JOINING THE CALIBER FAMILY Benefits from day one: Immediately eligible for medical, dental and vision Industry Comparable Pay – Paid weekly Paid... 
    Weekly pay
    Immediate start

    Caliber

    Middletown, NY
    3 days ago
  •  ...accounting peers and will share and deploy best practices and agreed approaches. Essential...  ..., Bachelors, Masters in Tax or MBA; CPA a plus, 2 years relevant experience, knowledge...  ...reporting, proficient in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint... 
    Work at office
    Flexible hours

    Staffing the Universe

    Middletown, NY
    3 days ago
  • $60k - $75k

     ...care for boys and girls in need of a safe, nurturing, and family-centered environment. The Ranch serves children...  ...residential organization, children's services organization, family office, professional-services firm, or similarly complex environment is beneficial.... 
    Work at office
    Monday to Friday
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Liberty Youth Ranch Inc

    Florida, NY
    18 hours ago
  • $20 - $22 per hour

     ...in your career. When you join our team as an Assistant Dental Office Manager, which at Aspen Dental we call an Operations Lead, you...  ...clinical team Review data day to day to evaluate the impact on the practice Oversee scheduling and confirming patient appointments Verify... 
    Full time
    Work at office
    Flexible hours
    Night shift

    Aspen Dental Jobs

    Florida, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Director - Family Office Practice (cpa firm). Be the first to apply!