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.
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- ...Job Description Job Description This position is in-office in Shelton, CT This role provides both in-person and remote support... ...your bookkeeping expertise to a forward-thinking, client-focused firm that values innovation, technology, and teamwork. Accavallo &...SuggestedWork at officeRemote workFlexible hours
- 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, public charities, educational...Suggested
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- ...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...Suggested
- 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.
- CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to take full responsibility for directing multiple engagements.
- Regional CPA firm seeks an experienced Audit Senior - Non-profit to add to the growing team! Position will report to the Audit Manager. THIS POSITION IS FULL REMOTE UNLESS CANDIATE IS LOCATED IN NYC METRO AREARemote work
- ...Since 2001, this prominent family foundation has given more than $1.5 billion... ...is not a typical nonprofit back office: the team sits within a leading investment firm's world, partners with investor services... ...'s degree in accounting and/or CPA licensure Minimum of 5 years of...Work at office
- ...growing public accounting firm is seeking an... ...Senior to join its tax practice. This individual will play... ...net-worth individuals, families, and business clients.... ...or a related field. ~ CPA designation or active pursuit... ..., and Microsoft Office applications. ~ Excellent...Full timeWork at officeLocal area
$60k - $90k
...Flexible Hours! A bit about us: We’re a family-owned firm that believes great service starts with... ...knowledge to our company's financial practices. Developing and implementing effective... ...a related field. A Master's degree or CPA certification is highly desirable. A minimum...Permanent employmentLocal areaFlexible hours$109k - $184k
...national professional services firm where our purpose is to... ...seeking an Audit Director/Audit Manager to join our... ...and Local Government (SLG) practice in our Northeast offices. Our SLG group is one of the... ...at CLATo support our CLA family members, we focus on their...Full timeLocal area$17 - $23 per hour
...outpatient Ear, Nose & Throat (ENT) practice and an Orthopaedics practice... ...customer service to patients, families, clinicians, and other staff.... ...of experience in a medical office, healthcare administration, or... ...News-Record (ENR) Top 500 Design Firm for our engineering design...Contract workTemporary workWork at office$110k - $160k
...implications.Risk Management: Maintain the firm's tax risk profile by ensuring accurate... ...is highly preferred.Certification: Active CPA license is required.Experience: 5+ years of... ...structure.Growth Trajectory: Clear path to Director or Partner-level roles with professional development...Flexible hours$25 - $33 per hour
...bar for what's possible in the practice of dentistry by delivering... ...organization. Why You'll Love this Office/Practice Manager Job! The... ...is partnered with the Dental Director to drive the growth and... ...joining us at Sunrise Family Dental Care! Responsibilities...Hourly payWork at officeLocal areaHome office$25 per hour
...excellence goals as an Assistant Business Office Manager where you will complete or... ...leadership, Centralized Billing Office, families, attorneys and external agencies. Manage... ...to diversity that is fully supported and practiced by our officers and leadership team. Genesis...Temporary workWork at office$75k - $95k
...Dental Office Manager / Treatment Coordinator Middlebury Dental Center & Aesthetic Elements... ...coordination, patient communication, practice systems, and growth . The position will initially... ...benefits Paid time off Employee and family dental benefits Professional development...Full timeWork at office- ...collaboration, and open communication with their families and our community. Medical experience is... ...required audits; respond to auditor/CPA requests and complete follow‑up items.... ...and accountability. Healthcare or medical‑practice accounting experience preferred but not required...Full timeLocal areaFlexible hours
- ...professional services firm where our purpose is to... ...LLP is hiring an Audit Director or Manager to join our... ...Nonprofit team. This is an in office position that can be... ...management required.CPA license certification is... ...CLATo support our CLA family members, we focus on their...Full timeWork at officeLocal area
- ...Job Description Job Description POSITION: Staff Accountant - Family Office LOCATION: New Haven, CT RECRUITER CONTACT: Kelleigh Marquard - ****@*****.*** JOB ID: KM0013503890 Robert Half has partnered with a highly successful and growing...Work at office
$18.5 - $28.85 per hour
...Ensures the efficient daily operation of the office and department functions, including... ...other employees. Knowledge of concepts, practices, policies and procedures related to FedEx... ...the ranges for each level in that job family. Actual pay is determined by several job-...Hourly payMinimum wageWork at office- ...CNL)to join their dynamic team with the Family Birthing Center in New Britain, CT. Hartford... ...Knowledge of principles and practices of nursing and healthcare administration... ...organization. Proficient in Microsoft Office. Ensures the presence of a safe and...Hourly payWork at officeShift workNight shift
$18.94 - $19.57 per hour
...operations Strong understanding of product handling and inventory practices Ability to identify product quality issues and maintain... ...Benefits Package Designed to Support You and Your Family ~ All benefits are subject to eligibility requirements and plan...Full time- ...timely communication with individuals served, families, guardians, employees, funding agencies,... ...Accounting Principles (GAAP), accounting practices, financial reporting, and internal controls. Proficiency with Microsoft Office, including Microsoft Excel, accounting...Contract workWork at officeLocal areaRemote workFlexible hours
$150k - $240k
...Location: Southbury, CT (In-office) Pay Range: See below for... ...Type: Full-Time, In Person Firm: Green Wealth Management Group... ...helping successful individuals, families, and business owners plan for... ...-led wealth management practice. This role provides a proven platform...Full timeWork at officeFlexible hours$19 - $21 per hour
...children to live happy, fulfilling lives by supporting families and providing a positive environment that... ...currently hiring to fulfill the needs of our growing practice! We are seeking a medical receptionist/office administrator to optimize both front and back office...Hourly payFull timePart timeCurrently hiringWork at office- Job Summary Caliber Collision has an immediate job opening for an Office Administrator to perform all-purpose duties, which may include,... ...training and monitoring. Benefits of Joining the Caliber Family Immediately eligible for medical, dental and vision Industry Comparable...Weekly payWork at officeLocal areaImmediate start
$75k - $90k
...information and assistance to Directors, Supervisors, and staff. #... ...functions and recommend best practices for operational workflow. #... ...MBA), and certifications like CPA, CMA, or CFA can distinguish... ...collaborative skills in an active office environment. # Highly...Full timeWork at officeLocal area- ...Description EndoCare Dental Specialists is a specialty dental practice located in Branford, CT, focused on delivering high-quality endodontic... ...closely to support both clinical excellence and smooth office operations. Joining EndoCare Dental Specialists offers the opportunity...Full timeWork at office
- ...Description Key Responsibilities This role is in-office. Foster and enhance client relationships in... ...experience as determined appropriate by firm partners) Bachelor’s or Master’s in Accounting (or related field) CPA license (preferred) In-depth knowledge of tax...Casual workSeasonal workWork at officeFlexible hours
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