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- ...team. We are a small but growing modern CPA office with a list of very friendly clients who... ...a part-time opportunity with a growing practice, please submit your resume and cover letter... ...client relationships. As a boutique firm started in 1998, our client list was comprised...SuggestedFull timePart timeSummer workWork at officeFlexible hours
$65k - $75k
...Job Description Job Description Office Coordinator | CPA FirmBoston South Shore Area About Us... ...public accounting and business advisory firm known for delivering highly personalized... ...ideally within a CPA firm, accounting practice, or other professional services...SuggestedWork at office$120k - $140k
...therapies. When you join our family, you will have a significant... ...will work remote, from home office, preferrably located on the East... ...years with a national CPA firm. Experience supporting a publicly... ...services, both Good Laboratory Practice (GLP) and non-GLP, to support...SuggestedContract workLocal areaRemote workWork from homeWorldwideHome officeFlexible hours$225k - $300k
...Family Office Director About the Firm Harrison Gray Search has partnered with a highly respected family office and investment advisory firm based... .... Advanced degrees and certifications such as CFP, CFA, CPA, JD, or LLM are strongly preferred. Judgment and Service...SuggestedFull timeWork at officeAfternoon shift$85.1k - $161.7k
...Finance as a Service (FaaS) practice is looking for skilled... ...a public accounting firm, while at the same... ...in private company and family office environments on a... ...controller, controller, director of finance, or CFOStrong... ...preferred, but not required)CPA is preferred but not...Full timeWork experience placementInternshipWork at officeLocal area$95.4k - $180.4k
...and that’s why there’s nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice helps define and sustain a family’s vision across their... ...role will be eligible for a discretionary bonus based on firm and individual performance.SummaryLocation: BostonType:...Full timeWork experience placementInternshipWork at officeLocal area$170k - $300k
...accounting and advisory firms in the industry You... ...Basic Qualifications CPA, JD or LL.M (Tax) 20+... ...with either: National Tax Office work, accounting methods... ...between a general tax practice and a hyper-specialized... ...net worth individuals, family offices, not-for-profit...Work at officeLocal areaShift work- DiNatale, CPA+ in Massachusetts is seeking an organized, self-starting office manager to keep our small but growing CPA practice running smoothly. You will handle phones, file systems, client greetings, project traffic, tax return processing, social media, supplies, and...Work at office
$115k
...Description Audit Senior | Independent CPA Firm | Hybrid | Boston, MA Location: Hybrid... ...one of the largest and most recognized practices in our region, with a national... ...growing assurance practice across our Boston office. This is a growth hire — the firm is expanding...Work at office$95k - $115k
...Description Senior Auditor – National CPA Firm – Boston Location: Boston, MA (Hybrid... ...findings, accounting standards, and best practices Maintain regular communication with clients... ...to work a hybrid schedule in the Boston office Compensation: Competitive salary...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...
- The KPMG Advisory practice is at the forefront of transformation... .... If you're looking for a firm with a strong team... ...currently seeking a Specialist Director, Service Management Office (SMO) - Cyber Engagement to... ...for yourself, your family, and your lifestyle. Available...Contract workH1bWork at officeLocal area
$110k - $220k
...enhancements of initiatives, policies, and practices. We hold ourselves accountable by... ...in-person (at client site or AlixPartners office) and remote working. Travel is part of this... ...people at all levels of an organization.The firm offers a comprehensive benefits program including...Full timeWork experience placementWork at officeRemote work- ...026-10-22Salary Range: Director-125,000-220,000-USDFeatured... ...and end-to-end best practices. Pay and Benefits:... ...Time Off and Personal/Family Care, and other leaves... ...Enterprise Resiliency Office Director will play a leadership... ...and governed, the firm innovates purposefully,...Work at officeRemote workFlexible hours
$67.9k - $128.7k
...nowhere like RSM. RSM’s dedicated Family Office Enterprise (FOE) practice helps define and sustain a family’s... ...completed all educational requirements for CPA licensure eligibility in the state... ...deadlines and in accordance with firm and client standards Ability to communicate...Full timeWork experience placementInternshipWork at officeLocal area$115k
...Relevante is hiring a full-time Tax Supervisor for a public accounting firm in Wakefield, Massachusetts, paying a $115,000 salary with a... ...Experience: 6+ years in public accounting Credential: CPA required Also searched as: Senior Tax Manager, Tax Senior Manager...Full timeRemote workVisa sponsorship- ...Admin Assistant/ Administrative Assistant / Office Assistant/ Operation Co-ordinator/Support... ...-winning Contingent Workforce Services firm providing a broad range of integrated... ...enterprise that provides innovative yet practical solutions, from concept through execution...Temporary workInterim role
- ...Firm Overview: Cambridge Associates (“CA”) is a leading... ...Massachusetts, CA has offices in key markets in North... ...Summary: Investment Directors work closely with colleagues... ...the Private Client Practice, this role works on an... ...institutional investor, or family office Demonstrated...Private practiceWork at officeLocal areaImmediate startWorldwide
$23.73 - $31.94 per hour
...Greets and directs patients/families, visitors and staff. Responds... ...department chairs, manager or director(s). Organizes conference calls... ...maintenance and/or set-up of office equipment and requests... ...pay, and other additional pay practices, as applicable to the position...Hourly payWork experience placementWork at officeShift work$24.65 - $30.82 per hour
...issues and opportunities that could affect practice success, prioritizes and tracks... ...needs of the program including timesheets, office supply and check requests, managing mail... ...and dissemination of program fliers and family education packets, among other daily administrative...Full timeTemporary workWork experience placementCasual workWork at officeFlexible hours$90k - $150k
...global professional services firm that provides integrated audit... ...more than 45 years, our core practice has been serving the accounting... ...located in Atlanta, GA and we have offices across the U.S. in Birmingham,... ...Support to pass the US CPA Exam What You Need To Bring...Full timeWorldwideFree visaFlexible hours- ...Managing Director, Office Of The CFOAt Portage Point Partners (Portage Point), you are not a cog... .... Reporting directly to the OCFO Practice Line Leader, this Managing Director will... ...relationship effortsLead talent acquisition and firm-building initiativesContribute to a...Interim roleWork at officeRelocation
$115k - $155k
...Toronto, and other Oliver Wyman office locations. Relocation... ...Property and Casualty Consulting Practice assists (re)insurance companies... ...organization transformation. The firm has more than 6,000 professionals... ..., disability, ethnic origin, family duties, gender orientation or...Minimum wageWork at officeLocal areaRemote workRelocation packageFlexible hours3 days per week1 day per week- ...DescriptionJob Summary: The Deputy Director, Programs and Operations, is... ..., and operational continuity practices across OFA programs and... ...Partner with College and FAS offices on renovations, relocations,... ...health resources Support for families and caregivers Professional development...Term timeWork at officeLocal areaRelocation
$75k - $90k
...or an alternative application process. Practice Administrative Assistant Regular Full-Time... ....00 To $90,000.00 Annually MG+M The Law Firm has an immediate opening for a Transactional... ...Administrative Assistant in our Boston office. This role is a key member of our firm’s...Full timeWork at officeLocal areaImmediate startFlexible hours$30 - $35 per hour
...Household Manager & Family Assistant Location: Winchester, MA 01890 (with occasional travel... ..., splitting time between home and three offices, while Mom is an entrepreneur and jewelry... ...such as homework oversight, instrument practice reminders, and accountability. Check backpacks...Hourly payPart timeFor contractorsSummer workSeasonal workLive inImmediate startFlexible hoursWeekend work- ...auditors on complex financial instruments. Practical experience designing, operating or... ...treasury processes. Preferred Qualifications CPA, ACA, ACCA or an equivalent accounting qualification... ...accounting or with a Big Four accounting firm, particularly in treasury audit or...Local area
$80k - $140k
...primarily within Hedge Middle Office. The individual must bring strong... ...with policies, best practices, oversight of issues, risks, audit... ...accomplishments.Understand the firm’s strategic plans, business, process... ..., short term disability, and family care responsibilities; access...Full timeTemporary workWork at officeFlexible hours$56k - $78.5k
...President, Chairman, or Department Manager. The Office Manager – Facilities Operations is... ...coordination, and office management best practices, including the ability to identify and... ...opportunities, and resources to support employee and family well-being. NOTE : This range is...Fixed term contractWork at officeFlexible hours
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