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
- ...Description Client: ~ Full service CPA firm for 30 years ~30% commission... ...by employer for Single and Family : health, vision, dental, and 401K match ~ In Office 5 days a week - 9:00 – 5:00 w.... ...commitment to ethical business practices Excellent communication and...SuggestedWork at office
- ...About Our Firm: Founded in 1991, We are a boutique certified public accounting firm with offices in New York City, NY and Plantation, FL serving an impressive roster of clients. Our clients, both individuals and commercial, are extremely sophisticated and accordingly...SuggestedFull time
- ...Job Description Job Description 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...Suggested
- ...Partnerships and S Corps (no one with C-corporation experience as their main specialization or area of tax); ~ Big-4 or Top 100-CPA firms – but, on this hiring round – we feel the Top 100-CPA firms will be the best candidates – for partnership and S-corporation experience...Suggested
- ...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...
- ...Job Description Job Description CPA preferred or degreed Accountant with at least 3+ years CPA firm experience in financial... ...Ultratax, ACS, QuickBooks/QBO, MS Office & Excel experience required; File Cabinet and Practice Solutions very helpful. This position...Full timeRemote work
- ...Top Private Companies; it's a family-owned business with deep... ...OneTech, the Service Management Office (SMO) is the organization accountable... ...systems drive. As the Senior Director, Service Management Office,... ...(ITOM), grounded in ITIL practices for incident, problem, change...Full timeWork at officeLocal areaFlexible hours
- Job Description Job Description CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to take full responsibility for directing multiple engagements.
- ...Job Description We are seeking an Administrative Assistant At CPA Firm to join our team! You will perform clerical and administrative... ...Develop and implement organized filing systems Perform all other office tasks Pay bills through quickbooks for various clients/bank...Work at officeLocal area
- ...accounting, tax, and advisory firm with offices across the U.S. and... ...-worth individuals, families, and related entities.... ...structures, practice ownership interests, K... ...Supervisors, Managers, and Directors to deliver high-quality... ...MST a plus. ~ Active CPA license, EA certification...Local areaVisa sponsorshipWork visaFlexible hours3 days per week
$120k - $140k
...of Ft. Lauderdale FL If you have had it with your "Big 4" or 10 firm not providing the promotion potential you feel you need, this could be a great opportunity. Top ranked local boutique FL CPA firm with under 100 employees, is growing and needing a quality partner...Full timeLocal area- ...Description We are seeking a Tax Manager (CPA) for a full time, onsite and direct... ...with a growing public accounting firm with multiple offices in South Florida. You will work with high... ...plus. ~ Familiar with standard tax practices and procedures with general knowledge...Full timeWork at office
$130k - $200k
...growing accounting and advisory firms in the industry You will have... ...to join our National Tax Office. We are seeking someone who thrives... ...hybrid between a general tax practice and a hyper-specialized firm,... ...as high net worth individuals, family offices, not-for-profit organizations...Full timeWork at officeLocal areaRemote work- ...Job Description Job Description Dear CPA Professional, We are currently seeking a Certified Public Accountant (CPA) interested... ...a long-term strategic collaboration with a growing accounting practice serving business clients across the United States. This...Remote workFlexible hours
- ...Manager FLSA: Exempt DEPARTMENT: Multi-family POSITION SUMMARY Reporting to the... ...to ensure that all operations, financial practices, and company policies and procedures are... ...strong working knowledge of Microsoft Office (Excel, Word, PowerPoint, Outlook)....Work experience placementWork at officeNight shift
- ...accounting and advisory firms in the industry You... ...Preferred/Desired Skills: CPA or pursuing CPA certification... ...to the Microsoft Office Suite of products (specifically... ...and outsourcing practices,we'regiven the tools to... ...net worth individuals, family offices, not-for-profit...Contract workWork at officeLocal area
- ...Office Manager Cherishing Our Children Since 1977 Helping children and families help themselves to live a better life and build a stronger... ..., clinical department directors, patients, and leadership.... ...and dashboards using EHR and practice management systems to support...Work at office
- ...Description This position is located in Historic Downtown Fort Pierce, FL. Our firm is seeking an experienced CPA Tax Accountant to join our growing and client-focused practice. This is an excellent opportunity for a motivated accounting professional who enjoys building...Local area
- ...Follows the direction of the Sales Director to ensure standard delivery... ...guidelines, rules, and best practices as outlined by the YMCA of... ...traffic and closing sales in family center. Works 5 -10 hours per... ...Environment: Primarily works in an office environment; however...Full timeWork at office10 hours per weekFlexible hoursAfternoon shift
- ...at one of the worlds top tax firms. Enjoy a collaborative, future... ...join our Business Tax Services practice. Responsibilities:... ...and eligibility to sit for the CPA exam Excellent advisory and... ...decisions for yourself, your family, and your lifestyle. Available...Local area
- ...businesses, professional service firms, and high-net-worth... ...Hybrid work schedule with in-office collaboration and flexibility... ...High-Net-Worth Individuals and Families Trusts & Estates S Corporations... ...Supervisors, Managers, and Directors on engagement workflow....Work at officeLocal areaFlexible hours
- ...accounting, tax, and advisory firm with offices across the U.S. and... ...high-net-worth individuals, families, and related entities. The... ...Supervisors, Managers, and Directors to deliver high-quality client... ...~ MST a plus. ~ Active CPA license, EA certification, or...Local areaVisa sponsorshipWork visaFlexible hours
- ...the position of Administrative Officer for the Finance and... ...with County Administration and Directors, receiving office deliveries,... ...Executive-level administrative practices, including correspondence preparation... ..., political affiliation, familial status, sexual orientation, pregnancy...Full timeWork at office
- ...Looking for qualified Assistant Business Office Managers to join our team! We are searching... ...join our community that is resident and family focused, a team builder, and excited... ...experience in bookkeeping or accounting practices. Experience in health care accounting...Contract workWork at office
- SAGE DENTAL | Dental Office Manager Fort Lauderdale, FL (Downtown) Lead a modern practice. Lead a team that lives up to it. Sage... ...SoutheastFree HealthcareFor you & your family What Sage Offers Competitive... ..., in-office Reports to the Director of Market Operations P&L and...Full timeWork at officeMonday to Friday
- ...the administrative and operational tasks of the psychiatrist's office. This role is essential in ensuring efficient patient flow and... ..., record management, and facilitating communication within the practice. Key Responsibilities: 1. Patient Interaction: - Greet patients...Work at officeFlexible hours
$55k - $60k
...Job Description Job Description The Office Manager is the operational leader of the... ...Qualifications: Previous experience in a law firm or professional-services environment.... ...clients through life's most challenging family law matters with compassion, integrity, and...Work at office- ...Description Fast growing Pediatric Dental practice located in Plantation, FL is looking for... ..., motivated, bubbly and experienced office coordinator to join our team. This is an... ...exceptional care to all our patients and their families. Experience is strongly preferred,...Work at officeImmediate startFlexible hoursWeekend workAfternoon shift
- ...professional capacity as receptionist Operates office equipment, including photocopiers,... ...of modem office terminology, methods, practices, procedures and filing systems.... ...working with the Vesta Property Services family of companies are the great benefits that...Full timeContract workFor contractorsWork at officeShift work
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