Family Office Manager

Overview

• Manage accounting and financial operations for high-net-worth families, ensuring accuracy and compliance across personal, investment, and estate entities.
• Coordinate tax planning and compliance with CPAs and advisors, maintaining documentation and meeting deadlines effectively.
• Support investment activities, including performance tracking, fund accounting, and reporting for diverse portfolios.
• Administer estate and trust accounting, ensuring compliance and accurate beneficiary distributions.
• Develop strategic financial plans, analyzing spending and supporting philanthropic initiatives.
• Maintain confidentiality and discretion while interacting with family members and advisors.

Key Responsibilities & Duties

• Perform general ledger accounting for multiple entities, including personal and investment accounts.
• Prepare consolidated financial statements and manage cash flow through budgeting and forecasting.
• Coordinate tax compliance and planning, tracking cost basis for investments and managing payments.
• Track investment performance, record transactions, and prepare detailed reports.
• Administer estate and trust accounting, ensuring compliance and accurate record-keeping.
• Support strategic planning by preparing budgets, forecasts, and financial analyses.
• Interact directly with family members, providing tailored financial reporting and insights.

Job Requirements

• Bachelor of Science (BS) in Accounting, Finance, or related field required.
• Minimum 5 years of experience in accounting or financial management; 8 years preferred.
• Proficiency in general ledger accounting, financial statement preparation, and cash flow management.
• Experience with tax compliance, investment accounting, and estate administration.
• Strong analytical skills for strategic planning and financial insights.
• Ability to maintain confidentiality and discretion in sensitive financial matters.
• Excellent communication skills for client-facing interactions and relationship management.