Accounting Manager

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Summary

Looking for an Accounting Manager to join our team.


Company Information:

Family Office


Job Description:
  • Supervising and developing 2-4 Senior Accountants and 4–6 Accounting Associates
  • Organizing and managing several client service teams and engagements; including creating team budgets, assigning roles and responsibilities, setting team goals,  monitoring team utilization, managing client billing 
  • Training and developing junior professionals; reviewing work-papers, prioritizing activities, assisting with individual goal-setting and completing performance reviews
  • Ensuring client deliverables are met timely and accurately by the engagement team; report progress and escalating issues to upper management
  • Interacting daily with multiple high net worth clients and various service providers  
  • Reviewing personal and/or business financial statements and supporting schedules for clients on a cash basis or US GAAP basis, (as applicable)
  • Managing cash flow and requirements as a fiduciary for client accounts to ensure client’s financial obligations are met
  • Understanding complex accounting issues and solving for client needs
  • Ensuring team adherence with firm policies, maintaining strong control environment, identifying areas for process improvements to maximize efficiencies and minimize risk
  • Facilitating cross functional communications and cohesion with investment, tax and financial planning teams both in-house and externally
  • Developing strategies for improving client services
  • Proactively managing ad-hoc client requests

Requirements / Qualifications:
  • Accounting Degree (Undergraduate or Graduate) and a CPA license 
  • 5-6 years accounting experience required
  • Strong proficiency in Microsoft Excel (Pivot Tables, V-Lookups, Filters), Word and PowerPoint
  • Demonstrated experience leading teams, managing and developing professional staff
  • Demonstrated experience in client service industry
  • Project management and quality control experience
  • Strong written and oral communication skills
  • Solution oriented approach to work performance
  • Meticulous attention to detail (thorough and accurate)
  • Exceptional self-management skills: organization, time management, prioritization and analytical skills
  • Empowering management style with effective delegation abilities
  • Ability to work in a fast-paced, dynamic, team-oriented and client-focused environment
  • Highly motivated, inquisitive, self-starter with high-energy; demonstrates resilience and effectively manages-up, down and laterally
  • Exceptional interpersonal skills; drives continuous improvement; fosters effective teams; exhibits accountability and ownership
  • Public accounting experience; Big 4 firm experience
  • Process and control oriented with focus on optimizing operational efficiencies; PMP or Six Sigma Certification
  • Experience working in client service industry, with exposure to serving high net worth individuals/families
  • Experience in project management and technology/system implementations
  • Experience in MS Dynamics, NetSuite, and SalesForce

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