Job Responsibilities 

• Serve as the primary client liaison, developing strong, trusted relationships with high‑net‑worth individuals and family stakeholders.

• Read, prioritize, and respond to client and vendor communications; ensure timely and appropriate follow-up.

• Coordinate and participate in client meetings; lead discussions on financial performance, reporting, and planning needs.

• Support business development efforts and contribute to the growth of the Family Office practice.

• Review and approve client invoices and ensure timely bill payments through accounting systems.

• Oversee and validate wire transfers for accuracy, completeness, and timeliness.

• Review general ledgers, bank reconciliations, and cash flow statements for accuracy and completeness.

• Prepare or review financial statements and deliver high-quality reporting packages.

• Review annual 1099 filings, payroll tax returns, and year-end tax packages prepared for tax partners.

• Review and support filings for city business licenses, Secretary of State Statements of Information, and Business Personal Property returns.

• Work closely with team members to prepare supporting documentation for tax examinations and audits.

• Collaborate with property & casualty insurance brokers, including review of coverage, renewals, and workers’ compensation audits.

• Assist with client medical insurance reimbursement processes, as needed.

• Communicate with team members and vendors to resolve billing inquiries.

• Lead or contribute to client-requested projects such as real estate acquisitions or leases, insurance policy reviews, loan applications, investment subscription documents, and other personal or family office matters.

• Identify process improvement opportunities and enhancements to client service delivery.

• Supervise, mentor, and develop team members, providing feedback, coaching, and support for professional growth.

• Manage team capacity, delegate work effectively, and foster a collaborative, high-trust environment.

• Promote best practices, quality control, and adherence to firm processes and standards.

Requirements 

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
• Minimum of 8 years of progressive accounting experience
• Direct experience serving family office clients and supporting high-net-worth individuals, families, or multi-entity structures
• Minimum of 3 years of supervisory or leadership experience, including experience managing and developing Managers or other team leaders
• Experience overseeing a portfolio of complex client relationships and engagements
• Experience with resource planning, capacity management, delegation, and quality oversight
• Strong understanding of general ledger accounting, financial reporting, cash management, and financial operations
• Ability to manage multiple clients and deliver high-quality work under deadlines
• Excellent communication skills and the ability to build trusted relationships with clients, external advisors, and internal teams
• Experience contributing to business development, practice growth, or revenue-related activities
• Advanced proficiency in Microsoft Excel

Preferred Qualifications 

• Sage Intacct experience
• CPA, CFP, or another relevant professional designation
• Experience with investment reporting, alternative investments, trust and estate accounting, or complex entity structures
• Strong business and operational acumen
• Experience recommending process improvements and implementing scalable practices
• Experience collaborating with external advisors, including tax, legal, insurance, banking, and investment professionals