Senior Family Office Manager: Client Relations & Accounting
Search Group Solutions
A financial services firm is seeking a Family Office Manager to provide comprehensive accounting and financial services for ultra-high-net-worth families. This role involves onboarding clients, managing relationships, and ensuring accurate financial reporting. Candidates should have a degree in Accounting, CPA certification, and 5-8 years of relevant experience. The position is hybrid, balancing remote work with in-office presence, making it essential for candidates to demonstrate exceptional client service and attention to detail. #J-18808-Ljbffr Search Group Solutions
- ...services firm in Boston is seeking a Wealth Manager to lead day-to-day client relationships for high-net-worth families. This role requires overseeing financial... ...high-net-worth individuals, a Bachelor's in Accounting or a related field, and preferably a CPA. The position...SeniorWork at office
$155k - $210k
...with extraordinary clients spanning every... ...independence-related constraints that... ...!The RoleSenior Managers in our Private Client... ...the Wealthiest Families in the US, Family Offices, Owner Operated... ...and Estates.Senior Managers can expect... ...experience in an accounting firm, with at...SeniorFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa$85.1k - $161.7k
...empowering our clients and people to realize... ...’s Finance and Accounting Outsourcing (... ...cyclesLead, manage and coach... ...associates and senior associatesSupport... ...utilizing Microsoft Office (Word, Excel,... ...or disabilities related to nursing);... ...origin; ancestry; familial or marital...SuggestedFull timeWork experience placementInternshipWork at officeLocal area- PKFOD is seeking a Director for Family Office Accounting Services in New York. The ideal candidate will manage a team and deliver... ...comprehensive services to high-net-worth clients. Key responsibilities include... ..., and over 10 years of related experience. The position offers...SuggestedWork at office
- EisnerAmper LLP is looking for a Tax Senior Manager in Boston to oversee the... ...net-worth individuals and families. The ideal candidate will... ...bachelor's degree in taxation or accounting, and over 12 years of... .... They should be skilled in client communication and knowledgeable...Senior
$100k - $150k
...is a top-ranked accounting, tax, and advisory firm with offices across the U.S.... ...value to our clients.Our mission is... ...join our growing Family Office practice... ...clients, while managing a team and contributing... ...sales tax, and related functions as... ...of managers, seniors, and staff....Full timeWork at officeLocal area3 days per week$225k - $337.5k
...Alpha & Middle Office Conversions - led... ...large-scale client onboarding, delivering... ...across Accounting, Custody, Insurance... ...AIS, and Asset Manager/Asset Owner... ...organization, developing senior talent,... ...approvals and vendor relations, and delivering... ..., and family care responsibilities...SeniorFull timeTemporary workWork at officeFlexible hours- EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS)... ...and their related businesses. Based in... ...worth individuals and families Research and critically... ...Certified Public Accountant (CPA) Bachelor's... ...clients and family offices, including...SeniorPrivate practiceLocal areaFlexible hours
- We are looking for a Family Office Manager to join our Personal CFO Services... ...primary relationship with clients and advisors and is responsible... ...a variety of family office accounting and financial services.... ...high-net-worth families and related entities Research and resolve...Work at office
- ...successful individuals, families, and institutions by... ...s most sophisticated clients using leading... ...exceptional service.Senior Product Manager, Digital Client ExperienceSummaryThe... ...strategy, or a related field.10+ years of... ...dental, vision, spending accounts and disability), paid...SeniorFull timeH1bFlexible hours
- DescriptionSenior Fund Accountant - Family OfficeOverview:A private family office is seeking a Senior Fund Accountant to... ..., and cash management for its pooled investment... ...distributions.-Support all Fund‑related cash flow processing... ...Private Equity type clients or exposure...SeniorWork at office
$150k - $200k
...optimize performance, manage risk, and maximize value... ..., solutions to address clients’ unique business goals... ...drive opportunity. With offices nationwide, the firm serves... ...opportunity for a Tax Senior Manager - Private... ...Manager on specific client accounts, taking responsibility...SeniorWork experience placementInterim roleWork at officeLocal areaFlexible hours3 days per week- ...Description Summary: The Office Manager will support daily and monthly accounting operations for the dealership,... ...dealership office management or senior accounting experience in the... ...approve accounting adjustments related to inventory, cost of sales, and...Full timeWork at office
- ...and expertise in accounting, tax, advisory, benefits... ...insights to help clients anticipate what is... ...accounting or related field3 years supervisory... ...to manage all aspects of client... ...multi-generation family clients that make... ...multi-employee Family Office to manage the Family...Work at office
$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S.... ...real value to our clients.Our mission is to... ...experienced Tax Manager to join our growing... ...worth individuals, families, and closely held... ...planning strategies related to income, estate,...Full timePrivate practiceLocal area3 days per week$130k - $202k
...developing rapport with clients and making a... ...but not be limited to: Managing all aspects of the annual... ...Bachelor's degree in accounting or finance; CPA or Bar... ...benefits plans, business-related travel expense, lodging... ...this position across our offices in the following...SeniorRemote workRelocationFlexible hours$120k - $145k
...Tax Manager KLR is one of the largest full... ...States. From our offices in Andover, Boston... ...join our Private Client Services Team on a... ...profile individuals/families. Trusted... ...filing of all client-related tax returns and documents... ...and fiduciary accounting documents. Building...Full timePrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift- Responsibilities Managing all aspects of the annual tax compliance for business and individual clients, including planning, scheduling, projections... ...Bachelor's degree in accounting or finance; CPA or bar... ...holidays. 401(k) plan. Business‑related travel expense, lodging,...SeniorRemote workRelocationFlexible hours
- SCS Focus Partners Family Office and OCIO in... ...MA is seeking a Senior Associate to oversee... ...the Controller and client-service teams to... ...bachelor’s degree in accounting or finance and 3-... ...in billing or related finance, plus strong... ...8808-Ljbffr LE0219 SCS Capital Management LLCSeniorWork at office
$124k - $280k
...Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob... ...Advisory Services - Senior Manager, you will... ...will focus on advising clients on complex... ...financial reporting issues related to complex transactions... ..., personal and family sick leave, and more...SeniorFull timeH1b$128.7k - $193k
...for an outstanding Investor Relations Sr Manager to join our dynamic team in... ...do as an Investor Relations Senior Manager As an IR Sr Manager... ...Bachelor’s degree in Finance, Accounting, Economics, or a related field... ...Well‑being Life & Family Support Volunteer and Community...SeniorTemporary workInterim role- ...Harvard International Office (HIO) supports the... ...mission. The Senior Director of the... ...compliance; developing and managing a robust and... ...and regulations related to immigration, employment... ...serving multiple client groups with... ...resources Support for families and caregivers...SeniorFull timeCasual workH1bWork at officeAfternoon shift
$100k - $115k
...boutique wealth management firm that provides... ...designed to help clients grow and protect... ...operates from six offices across the nation... ...chargeable services related to any accounts for which the Tax... .... The Senior Tax Administrator... ...to the Co-Head of Family Office Tax Services...SeniorTemporary workWork at officeLocal areaFlexible hoursShift work$145.4k - $259.1k
...a traditional project management role. WSP is seeking a... ...water leader who can grow client relationships, win... ...wastewater programs.As a Senior Project Manager /... ...on circumstances not related to an applicant’s sex... ...employees in over 300 offices across the U.S., we partner...SeniorContract workLocal areaFlexible hours- ...knowledge and expertise in accounting, tax, advisory,... ...insights to help clients anticipate what is next... ...accounting or related field5 years supervisoryMust... ...to manage all aspects of client... ...advisors to many prominent offices, labs, multi-family units, hospitality and...SeniorLocal area
$60k - $101.25k
...Fund Administration Managers, Officers interact with all... ...the day-to-day accounting and administration for several client sponsored investment... ...handle personnel related issues Supervision... ..., Associate 2 and Senior Associates Deliver... ...disability, and family care responsibilities...Temporary workLocal areaFlexible hours$30 - $60 per hour
...PERSON REQUIREMENTS Business Office Manager - Senior Living $30.00-$60.00/hour... ...billing, collections, and account resolution for all resident... ...contact for residents and families while collaborating with... ...childbirth, lactation, and related conditions), political affiliation...Full timeWork at officeLocal areaRemote workMonday to FridayFlexible hours- Live Nation Entertainment in Cambridge, MA is seeking an Office Manager to oversee front office operations and facilities at the... ...will coordinate HR interactions, bookkeeping, vendor relations, and show accounting while maintaining a highly organized and flexible administrative...Work at officeFlexible hours
- ...and expertise in accounting, tax, advisory, benefits... ...insights to help clients anticipate what is... ...accounting or related field6 years of supervisory... ...to manage deadlines, work on... ...worth individuals and families.Stay current on changes... ...tax managers, senior tax consultants, and...
$125k - $165k
...The Opportunity The 3PL Client Success Senior Manager ensures compliant and effective... .... Includes warehouse costs related to network, contract... ...operations, supply chain, or 3PL account management. ~ Experience... ...to perform standard office activities, including extended...SeniorFull timeContract workTemporary workWork experience placementWork at officeWorldwide
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