Accounting Manager

What You’ll DoClient Financial ManagementLead onboarding for new client relationships and establish reporting, accounting, and operational processes.Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.Review financial reports, reconciliations, and year-end reporting to ensure accuracy, timeliness, and a high standard of client service.Support a range of family office activities, including gifting, charitable giving, and special financial projects.Bill Pay and Cash OperationsOversee bill pay, disbursements, and related controls to ensure accurate and timely processing.Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.Client and Advisor PartnershipServe as a trusted day-to-day contact for clients and coordinate seamlessly with wealth managers, tax preparers, attorneys, and other advisors.Prepare client-ready materials, participate in meetings, and respond thoughtfully to requests across multiple relationships.Support to tax, estate, and planning-related initiatives while supporting ad hoc analyses and special projects.Team LeadershipCoach and develop team members while helping drive quality, consistency, and timely execution across deliverables.Support a collaborative, service-oriented culture grounded in accountability, discretion, and operational excellence.What You BringBachelor’s degree in Accounting, Finance, or a related field.5–8 years of relevant experience, ideally within a multi-family office, family office, or related professional services environment.Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex entity structures.Familiarity with trusts, estates, foundations, and partnerships, including related tax and reporting considerations.Excellent communication, project management, and relationship management skills.A high level of professionalism, discretion, and commitment to exceptional client service.CPA or prior public accounting experience preferred.This role is expected to be in the office four days per week.