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.
- ...Job Description Job Description CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance... ...consulting services to high-net-worth individuals, families, and closely held businesses. The ideal...SuggestedPrivate practice
- ...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
- ...Job Description Job Description Controller for CPA Firm The Innovative CPA Group (ICG) is looking for a Controller to join our team in our Shelton, CT headquarters. The Innovative CPA Group is an employee-centric firm comprised of experienced tax and accounting...SuggestedTemporary workCasual workFlexible hours
- ...Job Description Job Description CPA firm seeking an R&D Tax Credit Director to join the Firm’s Tax Credits practice, with primary responsibility of leading and delivering Research & Development (R&D) Tax Credit consulting services to clients across a broad range of...Suggested
- ...collaborate with other professionals in the firm to deliver high-quality services to our... ...Preparation Certified Public Accounting (CPA) credentials preferred Strong knowledge in... ...skills Ability to work independently and in an office environment Experience with closely held...SuggestedFull timeWork at officeWork from home
- Job Description Job Description CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to take full responsibility for directing multiple engagements.
- Job Description Job Description THIS POSITION IS FULL REMOTE UNLESS YOU ARE LOCATED IN THE NYC METRO AREA. Regional CPA firm seeks an experienced Audit Senior – Non-profit to add to the growing team! Position will report to the Audit Manager.Remote job
$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$25 - $35 per hour
...Description Job Description Dental Office Manager – Pediatric Practice Location: Middlebury, CT (On-site... ...and teens. Our team operates like a family, and we are looking for an energetic,... ...the clinical flow, and establish firm systems of accountability. We fully back...Hourly payFull timeWork at officeRemote work$109k - $184k
...professional services firm where our purpose is... ...seeking an Audit Director/Audit Manager to join... ...Local Government (SLG) practice in our Northeast offices. Our SLG group is one... ...preferred CPA license certification... ...To support our CLA family members, we focus on...Local area$110k
...growing public accounting firm is seeking an... ...Senior to join its tax practice. This individual will play... ...net-worth individuals, families, and business clients.... ...Taxation, or a related field. CPA designation or active... ...QuickBooks, and Microsoft Office applications. Excellent...Work at officeLocal area$80k
...Tiered health benefits (medical, dental, vision) for you and your family ~ Discounts on training, Edge Kids, apparel & shake bar ~... ...with all applicable federal, state, and local fair employment practices laws. The above statements are intended to describe the general...Hourly payFull timeLocal area$32.5 - $36 per hour
...growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n \n Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n Have an active Preparer...Local area- ...your tax expertise to a firm where planning and... ...integrated tax advisory practice that sits alongside our... ...What We’re Looking For CPA or EA designation highly... ...and SurePrep; Microsoft Office Suite; QuickBooks Online... ...multigenerational client families, and have a clear path...Full timeWork at office
- ...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
$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... ...Consider joining us at Sunrise Family Dental Care! Responsibilities...Hourly payWork at officeLocal areaHome office$80k - $90k
...Confidential Commercial Landscape & Construction Firm Location: North Haven, CT... ...a Growing Company This isn't just an office management job. It's a chance to serve as... ..., and field coordination. The company is family-owned, second-generation, and built on process...Full timeContract workPart timeWork at office$75k - $95k
...Job Description Job Description Dental Office Manager / Treatment Coordinator... ...treatment coordination, patient communication, practice systems, and growth . The position will... ...benefits ~ Paid time off ~ Employee and family dental benefits ~ Professional...Full timeWork at office- ...CNL) to join their dynamic team with the Family Birthing Center in New Britain, CT.... ...Requirements · Knowledge of principles and practices of nursing and healthcare administration... ...organization. · Proficient in Microsoft Office. · Ensures the presence of a safe and healthful...Hourly payWork at officeShift workNight shift
$19 - $21 per hour
...Medical Receptionist/Office Administrator More to Say, LLC is a pediatric development... ...happy, fulfilling lives by supporting families and providing a positive environment that... ...hiring to fulfill the needs of our growing practice! We are seeking a medical receptionist/...Hourly payFull timePart timeCurrently hiringWork at office$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$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$148.89k
...company takes good care of you and your family. Our employees are the heart of our company... ...future growth within the discipline and firm. May supervise the work of junior... ...and finance and accounting concepts and practices. Demonstrates excellent knowledge of project...Contract workFor contractorsWork experience placementFor subcontractorH1bShift work$29.87 per hour
...Manager of Administrative Operations and/or Director FLSA Status: Non-Exempt TS... ...Proficiency in accounting software and Microsoft Office applications, particularly Microsoft... ...corrective actions, and develop practical solutions to complex financial or operational...Full timeContract workFor contractorsWork at office$50k - $65k
...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...Full timeContract workWork at officeLocal areaRemote workFlexible hours$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- 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
$28.43 per hour
...your opportunities at Yale! Overview The Office Assistant 3 reports directly to the Supervisor... ...to established SOPs, documentation practices, and regulatory guidelines required for accreditation... ...experience, two of them in the same job family at the next lower level, and high school...Hourly payFull timeWork experience placementWork at office$45k - $55k
...5:30pm Reports to: Executive Director About Leila Day Leila Day is... ...build on the best traditions and practices of progressive, early... ...processes; and helps ensure that families, staff, and visitors experience... ..., and responsive school office. The ideal candidate is highly...Full timeWork at officeMonday to Friday- ...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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