Manager, Outsourced Family Office Accounting Services

Outsourced Family Office Accounting Services

Our Outsourced Family Office Accounting Services team is a trusted partner to ultra-high net-worth individuals and families navigating complex financial and tax reporting demands. Through an aligned focus on people, process, and technology, we help simplify the complexities that come with building and sustaining wealth. From supporting day-to-day transactions to delivering value-driven dashboards, our teams enhance financial transparency and enable better decision-making.

What You Will Do:

Provide Exceptional Client Service and Coordinate Work in the following areas:

• Build and maintain high trust relationships with individuals and families, customizing service offerings to support client needs
• Coordinate and execute multiple concurrent client projects, managing priorities and timelines
• Oversee full-cycle accounting and ensure timely and accurate reporting
• Support the preparation and review of customized dashboards
• Deliver virtual and on-site outsourced advisory services
• Oversee family office application implementation projects
• Drive adoption of innovative tools and platforms that streamline workflows and improve client value
• Partner with leadership on proposals and presentations
• Facilitate training and professional development for associates and colleagues
• Mentor and develop high-performing teams; promote a collaborative, service-first culture

Minimum Qualifications:

• Bachelor's Degree in Accounting, Finance or a related business field
• 5+ of experience in public accounting and/or working within the family office industry
• Strong familiarity with accounting cycles and processes
• Knowledge of accounting for investments
• Excellent verbal and written communication skills
• Precise attention to detail and commitment to quality
• Proficiency in Microsoft Office Suite
• Ability to oversee and prioritize multiple projects simultaneously
• Strong collaborator with ability to coordinate complex relationships

Preferred Qualifications:

• High emotional intelligence and a strong client-service mindset
• Experience with Sage Intacct or similar family office reporting platform
• Strong working knowledge of individual and partnership tax
• Current and valid CPA license

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

Illinois Wage Transparency Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD) $ 108800 IL Maximum Salary (USD) $ 159500