EisnerAmper LLP

Family Office Manager

EisnerAmper LLP • $100K — $120K *
West Palm Beach, FL 33411In-Person
Legal & Accounting
5 - 7 years of experience
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Job Overview by Ladders

Qualifications

  • Bachelor's or Master's degree in accounting or related field, or equivalent experience
  • 6-8 years of progressive experience in accounting
  • Good knowledge of U.S. GAAP and financial reporting
  • Familiarity with cloud-based accounting systems like QuickBooks and NetSuite
  • Strong understanding of tax implications related to Family Office Services

Responsibilities

  • Manage and supervise multiple client engagements and special assignments
  • Review staff work for accuracy and completeness
  • Oversee accounting functions and maintain accurate client records
  • Demonstrate technical proficiency in accounting and stay updated on industry changes
  • Train and develop junior staff members
  • Identify and recommend solutions for non-routine accounting and tax issues
  • Monitor engagement economics while ensuring quality standards are met

Benefits

  • Work-life balance with flexible scheduling
  • Culture recognized with multiple ‘Top Places to Work’ awards
  • Opportunities for professional development and training
  • Be part of a rapidly growing firm in the industry
  • Collaborative and innovative team environment
Full Job Description
Job Description

As a member of the Family Office team, the Manager is responsible for managing multiple client engagements simultaneously and works with staff to coordinate workflow. A Manager develops and coaches staff and establishes relationships to develop new business for the Firm. Performance is judged based on management and leadership skills, quality of work, ability to meet time constraints and practice development. This position will be predominantly in office.

What Work You Will be Responsible For:
  • Assumes full responsibility for managing and supervising engagements and special assignments.
  • Reviews supporting staff's work for accuracy.
  • Assists with the entering, reconciling and reporting of various investment strategies; reviews bank and brokerage statements for accurate reconciliations and expected activity; reviews deposit logs to confirm proof of deposit to appropriate account. Responsible for maintaining the accounting functions of the client and their various entities.
  • Demonstrates a high level of technical proficiency. Keeps informed of current technical developments and pending matters important to the Firm, the profession and clients.
  • Participates in the supervision, training and development of less experienced staff.
  • Recognizes non-routine accounting, investment and tax problems in client operations and after researching develops recommendations for solutions with appropriate personnel.
  • Monitors the realization of engagements and pursues strategies to provide satisfactory engagement economics without sacrificing quality.
  • Assist partners and senior managers on draft client billing, manage collections and AR aging.
  • Participate with preparation client meeting agenda and materials.
  • Make good judgement on items that have tax implication and communicate efficiently and effectively with tax teams about the same.
  • Assist partners and senior managers to stay on top of organizing tax documents.


Basic Qualifications:
  • Bachelors or Master's degree in accounting or related field, or equivalent training and experience.
  • At least 6-8 years experience demonstrating a progression in complexity of responsibilities.
  • Good knowledge of U.S. GAAP and financial reporting
  • Familiarity with cloud based accounting systems including QuickBooks, Xero, Intacct, NetSuite, Bill.com, Concur, Expensify
  • Strong understanding of the relationship between Family Office Services work and tax work.


Preferred/Desired Qualifications:
  • Ability to work with and develop team members.
  • Team player with strong communication and analytical skills.
  • Strong time management and organizational skills.
  • Either hold a current and valid CPA license, or working towards obtaining the license by taking and passing the Florida CPA exam is preferred.


Preferred Location:

West Palm Beach

About EisnerAmper LLP

EisnerAmper LLP is a professional services firm that provides accounting, tax, and advisory services to clients in a variety of industries. The firm was founded in 1963 and has grown to become one of the largest accounting firms in the United States. EisnerAmper serves clients in a range of industries, including financial services, real estate, technology, and healthcare. The firm is committed to providing exceptional service to its clients and helping them achieve their business goals.
Learn more about EisnerAmper LLP
Size
2,000 employees
Industry
Legal & Accounting
5 Year Trend
+5%
Revenue
$400 million
NASDAQ
* Ladders Estimates

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