Manager – Family Office Services

What Work You Will be Responsible For:

Develops and leads training for Family Office department personnel and actively participates in the supervision, training, and development of less experienced staff.
Is the primary contact person for clients and their professional contacts. Responsible for meeting the various demands of the client.
Responsible for the accurateness and timeliness of all reports and work provided to or on of the client.
Capable of analyzing various issues beyond the scope of accounting and question or present issues based upon the clients’ needs.
Meets the profession’s and the Firm’s standards of technical quality as established in current AICPA and FASB pronouncements and the Firm’s technical publications. Keeps informed of current technical developments and pending matters important to the Firm, the profession, and clients.
Recognizes significant issues in clients’ operations and develops recommendations for solutions with tax, audit, and family office personnel.
Demonstrates ability to work with tax personnel collaboratively to analyze highly complex, technical tax issues and complex transactions relating to business and individual clients and document such matters.
In association with a Shareholder, prepares, reviews, and approves check runs, financial reports, on-demand analysis, and other products and services provided to clients.
Plans, manages, and organizes engagements with Shareholders and staff so that client service needs are fulfilled on a timely basis, and helps explain to clients the results of the Firm’s work, reports, and recommendations.
Delegates supervision of daily progress of assignments to appropriate staff levels. Manages their work and that of others to complete engagements in a reasonable time; uses time effectively and meets deadlines.
Informs Shareholder of progress on engagements and brings recommended solutions to Shareholder’s attention for timely action.
Exhibits ownership of client assignments including personal responsibility for completion and timely action on technical, scheduling, and other problems.
Mentors less experienced staff by providing training, leadership, and administrative direction to motivate and develop their capabilities. Completes performance evaluations with constructive and useful feedback and fosters respect among the staff.
Participation and/or lead client meetings periodically.
In charge of client billing and collection with a focus of driving higher realization and profitability
Actively involve in new business development for the firm

Basic Qualifications:

• CPA desirable
  Bachelor’s degree in accounting or related field, or equivalent training and
• experience.
• 6-8 years’ experience with progressive in complexity of responsibilities
• Preferred/Desired Qualifications:
• Master’s degree in accounting or related field.
• Quicken experience a plus.
• QuickBooks certification
• Ability to research issues using expert materials available.
• Proficiency with firm software, Microsoft Office programs and QuickBooks.
• Solid knowledge of accounting principals
• Tax compliance and planning knowledge is preferred.