Senior Manager, Family Office Accounting
Green Key Resources
Job DetailExperience Level DirectorDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000022437Salary Type AnnuallyIndustry Family Office;Private EquitySelling Points Lead impactful accounting operations for a prestigious family office. Collaborate on complex investment structures and drive process improvements. Mentor staff while enhancing technical accounting expertise.Job DescriptionSenior Manager, Family Office Accounting OverviewThe Senior Manager, Family Office Accounting will oversee accounting operations for a complex structure of 300+ entities in a dynamic family office environment.Lead accounting processes for private equity, real estate investments, and other high-value assets, ensuring accuracy and compliance.Collaborate with internal tax teams and external fund managers to resolve discrepancies and streamline financial data collection.Develop and maintain robust accounting policies, procedures, and internal controls tailored to a high-entity-count structure.Mentor and train accounting staff, fostering a culture of technical excellence and continuous improvement.Identify and implement process improvements to enhance efficiency and consistency in accounting operations.Contribute to special projects, entity structuring initiatives, and ad hoc reporting requests to support organizational goals.Join a prestigious family office offering exposure to complex investment structures and professional growth opportunities.Senior Manager, Family Office Accounting Key Responsibilities & DutiesOversee monthly, quarterly, and annual financial records for partnerships, operating companies, and trusts.Review accounting workpapers prepared for tax return preparation, ensuring technical accuracy and completeness.Coordinate with fund managers and third-party administrators to obtain and validate financial data.Ensure proper accounting treatment for complex investments, including private equity funds and real estate holdings.Serve as a primary liaison to internal tax teams, facilitating seamless communication and collaboration.Train and mentor accounting staff, addressing technical questions and promoting professional development.Identify and implement process improvements to increase efficiency and consistency in accounting operations.Assist with special projects, entity structuring initiatives, and ad hoc reporting requests as needed.Senior Manager, Family Office Accounting Job RequirementsBachelor’s degree in Accounting or Finance; CPA strongly preferred.15+ years of progressive accounting experience, including management or supervisory roles.Strong expertise in partnership accounting and complex investment structures.Experience in family office, private equity, real estate, hedge fund, or public accounting settings.Proven ability to review workpapers for tax preparation and coordinate with tax professionals.Exceptional attention to detail, organization, and communication skills.Preferred experience with Big 4 or top-tier public accounting firms.Exposure to Archway software and family office environments is advantageous.
$126.1k - $253k
...nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice... ..., family education, risk management, privacy/data security and technology... ...growthAs a Tax Senior Manager, you will be responsible... ...Qualifications: Bachelor’s degree in accounting or business-related fieldCPA...SeniorFull timeWork experience placementInternshipWork at officeLocal area- ...to recruit a Tax Director for a multi-billion-dollar single family office in the Greater New York area. The chosen candidate reports to... ...Requires at least 15 years of relevant experience, a B.A. in accounting, taxation or finance, and a CPA. The firm is seeking a professional...SeniorWork at office
$87.9k - $212.3k
...a worldwide network of independent accounting and business advisory firms in 141... ...RESPONSIBILITIES Act as the primary relationship manager for multi-generational families, overseeing financial reporting,... ...the continued growth of the Family Office practice. QUALIFICATIONS Education:...SeniorWork at officeLocal areaWorldwide- RSM US LLP’s Global Family Enterprise practice provides compliance and consulting services to wealthy families and their private business or investment entities. The Tax Senior Manager will oversee multiple international tax engagements, supervise staff, and drive service...SeniorWork at office
$140k - $230k
...one of the largest and fastest growing accounting and advisory firms in the industry You... ...work You will have the flexibility to manage your days in support of our commitment... ...as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial...SeniorFull timeWork at officeLocal area$200k - $250k
...currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this... ...management. You will manage your client accounts as a team and are encouraged to... ...experienced RMs, be physically present in the office when not traveling for business...SeniorFull timeWork at officeLocal area$80k - $150k
...and sophisticated tax planning? As a Manager on our Family Office Tax team, you’ll deliver personalized... ...internal teams — including family office accounting — to deliver a seamless, integrated... ...& DevelopmentReview work prepared by senior and staff-level professionals,...Full timeContract workWork at office- JPMorgan Chase & Co. in New York is seeking a senior Portfolio Manager for Institutional Investment Solutions. You will partner with International... ...Bank Advisors to deliver specialized capabilities to top Family Office clients, serving as the primary manager for multi-asset...SeniorWork at office
$99k - $252.45k
...ApplicableSpecialismAssuranceManagement LevelManagerJob Description & SummaryThe OpportunityAs a Managed Services - Private Asr - Family Office / Addepar Manager you will guide client service work focused on finance and accounting activities, including financial analysis, budgeting, forecasting,...Full timeH1bWork at office- Responsibilities Manage tax reporting and planning and ensuring... ...for HNW clients Prepare the accounting records and tax compliance documents... ...all experience dealing with family office/business management... ...certifications, experience, skills, seniority, location, performance,...Hourly payContract workWork at office
$175k - $200k
...Family Office Manager - NYC The founding partners of a privately held, multi-generational business... ...will lead an established and trusted accounting team, modernize the systems and... ...is ready to run their own seat. A senior manager or director in a Big Four or regional...Full timePrivate practiceWork at office$85.1k - $161.7k
...seeking skilled professionals to join our Family Office Accounting Team at the Supervisor level. Our... ...roleStrong ability to prioritize, focus, and manage multiple client responsibilities and... ...representatives, associates, and senior associatesSupport clients' period-end...Full timeWork experience placementInternshipWork at officeLocal area$140k - $190k
...A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SeniorWork at office- ...Baker Tilly Advisory Group, LP is seeking a Senior Family Office Accountant in New York to manage financial reporting, budgeting, and investment coordination for multi-generational families. You will lead a team handling accounting, cash flow, and consolidated reporting...SeniorWork at office
- ...Kforce client, in the New York, New York (NY) office of a regional CPA firm seeks a Tax Manager for their business management/family office practice for their growing... ...the tax plans for HNW clients * Prepare the accounting records and tax compliance documents for individuals...Full timeWork at office
$204k - $276k
DescriptionKforce's client, a well-established single-family office based in New York City, NY, is seeking a highly skilled Tax Manager to oversee a complex, hands-on tax function.... ...Head of Tax and works closely with other accounting and finance colleagues, playing a critical...Work at officeLocal area$160k
...Well established family office in Midtown Manhattan that has a diverse portfolio of 200+ entities is looking for a senior accountant to help manage day to day accounting, including bank recs, cash flow analysis, record and reconcile daily transactions, maintain audit...SeniorWork at office- ...Head of Accounting and Finance | Family Office Location: New York City | Hybrid (4 days onsite) Total Compensation... ...We are seeking an exceptional senior Accounting & Finance executive for... ...budgeting, forecasting, cash flow management, and liquidity planning. Oversee...Full timeWork at office
- ...Tax Manager – High Net Worth Individuals About the Opportunity... ..., growing multi-family office to hire a Tax Manager to join... ...opportunities and work with senior team members to develop proactive... ...experience within Big Four, public accounting, private client services,...Full timeWork at officeLocal area
- ...One of our Premier Alternative Investment Management Clients is seeking an Asst Controller for their growing Finance Team (addition to... ...ideal candidate will join a highly successful growing Finance & Accounting team, reporting to Firm's CFO. Ideal individual will sit in a...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... ...general operations. The individual will independently manage projects from initiation through completion, coordinate...SeniorFull timeWork at officeShift work- ...is seeking an experienced, client-focused leader to drive our Family Office practice in the New York area. You will oversee accounting, financial and administrative services for high-net-worth clients, manage a team, and contribute to business growth. The role...Work at office
- Morgan Stanley in New York is seeking an experienced OCIO Wealth Management professional to build and manage UHNW client portfolios. You will oversee asset allocation, manager selection, risk monitoring and client reporting, while educating clients on advanced UHNW gifting...SeniorWork at office
- Tax Manager | Private Family Office | Full-time We're partnering with a private family office to appoint a Tax Manager to take ownership of a founder's US tax affairs across personal filings, family office entities and complex international investments. This is a full...Full timeWork at officeLocal areaRemote work
$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally... ...to join our growing Family Office practice. This... ...office clients, while managing a team and contributing... ...develop a team of managers, seniors, and staff.Review work...Full timeWork at officeLocal area3 days per week$141.9k - $284.9k
...that’s why there’s nowhere like RSM.Our Family Office Global Family Enterprise (GFE)... ...families and family offices. As a Tax Senior Manager, you will be responsible for the following... ...Qualifications:Bachelor's degree - preferably in accounting or business-related fieldOne of the...SeniorFull timeWork experience placementInternshipWork at officeLocal areaOverseas$120k - $140k
...net-worth individuals and families? This Jobot Job is hosted... ...independent wealth management and family office firm serving high-net-worth... ...Unlike traditional public accounting environments, this role offers... ...accounting. Job Details The Senior Tax Associate will play a...SeniorFor contractorsWork at officeLocal areaFlexible hours- ...Investment Solutions (IIS) team — a global group within J.P. Morgan Wealth Management Solutions managing over $50bn in customised multi-asset solutions for family offices — is hiring a senior Multi-Asset Portfolio Manager. Partnering with US Private Bank Advisors, the...Work at office
$120k - $160k
...Work for EisnerAmper: As a Tax Controversy Manager, you will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You... ...companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...Full timeWork at officeLocal area$130k - $200k
...largest and fastest growing accounting and advisory firms in the industry... ...will have the flexibility to manage your days in support of our... ...to join our National Tax Office. We are seeking someone who thrives... ...high net worth individuals, family offices, not-for-profit...Full timeWork at officeLocal areaRemote work
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