Accounting Manager

Website Apollon Wealth Management

Financial planning and wealth management is all we do. As a fee-based advisory service, our sole focus is assisting our clients, affluent individuals, families, and business owners, to achieve their financial goals. 

Full Job Description

  • At Apollon CFO & Family Office Solutions, LLC, we serve as the fully outsourced accounting team to help our clients identify opportunities and solve complex challenges.
  • As a Family Office Accounting Manager at Apollon, you will play a critical role in providing accounting oversight and strategic financial insights to our virtual family office clients.
  • You will also play a key internal role in formulating best practices, managing a team, and streamlining processes.


  • Prepare monthly or quarterly financial reporting packages and update financial dashboard deliverables for high net-worth clients including personal, closely held businesses, trusts, and family foundations
  • Perform advanced accounting services including investment/brokerage accounting, real estate accounting, maintaining personal asset schedules & tracking, private equity accounting, and debt/lease accounting
  • Manage Accountant and Senior Accountant on basic accounting tasks including month-end close, a/p processing, bill pay, bank account reconciliations, and payroll administration
  • Provide the highest level of client service to each engagement
  • Provide all tax work papers and supporting documents to each client’s tax preparer to ensure accurate and timely annual and quarterly personal and business tax filings
  • Maintain orderly files and records
  • Serve as accounting liaison to clients’ financial advisors, tax accountants, strategic partners, and other key stakeholders
  • Other ad-hoc client requests


  • Bachelor’s degree in Accounting or related field
  • 6+ years of general accounting experience, including a minimum of two years public accounting experience
  • Sage Intacct or other Accounting ERP software experience is a plus
  • BILL experience a plus
  • CPA is preferred
  • Family Office or experience with high net worth clients experience preferred
  • Client service or outsourced accounting experience preferred
  • Proficiency in financial software and Microsoft Excel
  • Partnership, trust, and foundation accounting experience preferred
  • Excellent analytical and problem-solving skills
  • Must be detail and results-oriented, meet deadlines, have excellent communication skills, and be client service-focused
  • Discretion in handling and communicating sensitive information.

Estimated: $78.3K – $99.1K a year

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