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Family Office Manager
We are looking for a Family Office Manager to join our Personal CFO Services area. This position is the primary relationship with clients and advisors and is responsible for serving multiple clients with a variety of family office accounting and financial services.
Responsibilities Client Accounting Services
Onboard new clients, set up financial reporting processes and chart of accounts, establish client vendor and household relationships
Provide core accounting services: journal entries, payroll oversight, investment reporting, and manage/reconcile client data for ultra-high-net-worth families and related entities
Research and resolve issues or discrepancies with clients statements
Prepare client financial reports and analysis for individuals and related entities
Monitor and coordinate cash management
Support other client teams with review of reconciliations and final reports
Prepare year-end reporting of 1099s
Maintain tracking of charitable contributions, gifts, basis, and other items
Client Bill Payment Services
Review and approve client bill pay processing
Sync and reconcile bill payment account, research, and resolve discrepancies
Generate and compile client bill payment reports
Client Relationship Management
Primary day-to-day contact for client communications, project management, problem identification and resolution across multiple simultaneous client relationships
Develop client meeting material and lead meetings, as needed
Respond to inquiries from clients advisors (wealth, CPAs, attorneys, etc)
Provide financial data analysis related to client tax, estate, and charitable planning
Handle special projects as needed
Management
Day-to-day management/oversight of client team
Train new employees on policies and procedures
Oversight and accountability for team output
Requirements
Outstanding attention to detail and accuracy
Passion for exceptional client service
Positive and professional demeanor
Ability to adhere to strict process, control and confidentiality standards
Degree in Accounting or related field
CPA certification and experience in public accounting
Minimum 5-8 years experience working with individual finances and their investments
General understanding of foundations, trusts and estate planning, and their related tax treatments
Strong general ledger, accounts payable, payroll, income tax, investment and banking working knowledge
Must have a proven track record of working in a dynamic, fast-paced environment, requiring a high level of attention to detail while maintaining focus on the big picture
Strong prioritization, time management, project management and organizational skills.
Ability to handle and respond to multiple client and department demands in a timely manner.
Exceptional communication skills, both written and spoken with an understanding of professional services and client service
Location Expectations is this individual to work in a hybrid capacity
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Responsibilities Client Accounting Services
Onboard new clients, set up financial reporting processes and chart of accounts, establish client vendor and household relationships
Provide core accounting services: journal entries, payroll oversight, investment reporting, and manage/reconcile client data for ultra-high-net-worth families and related entities
Research and resolve issues or discrepancies with clients statements
Prepare client financial reports and analysis for individuals and related entities
Monitor and coordinate cash management
Support other client teams with review of reconciliations and final reports
Prepare year-end reporting of 1099s
Maintain tracking of charitable contributions, gifts, basis, and other items
Client Bill Payment Services
Review and approve client bill pay processing
Sync and reconcile bill payment account, research, and resolve discrepancies
Generate and compile client bill payment reports
Client Relationship Management
Primary day-to-day contact for client communications, project management, problem identification and resolution across multiple simultaneous client relationships
Develop client meeting material and lead meetings, as needed
Respond to inquiries from clients advisors (wealth, CPAs, attorneys, etc)
Provide financial data analysis related to client tax, estate, and charitable planning
Handle special projects as needed
Management
Day-to-day management/oversight of client team
Train new employees on policies and procedures
Oversight and accountability for team output
Requirements
Outstanding attention to detail and accuracy
Passion for exceptional client service
Positive and professional demeanor
Ability to adhere to strict process, control and confidentiality standards
Degree in Accounting or related field
CPA certification and experience in public accounting
Minimum 5-8 years experience working with individual finances and their investments
General understanding of foundations, trusts and estate planning, and their related tax treatments
Strong general ledger, accounts payable, payroll, income tax, investment and banking working knowledge
Must have a proven track record of working in a dynamic, fast-paced environment, requiring a high level of attention to detail while maintaining focus on the big picture
Strong prioritization, time management, project management and organizational skills.
Ability to handle and respond to multiple client and department demands in a timely manner.
Exceptional communication skills, both written and spoken with an understanding of professional services and client service
Location Expectations is this individual to work in a hybrid capacity
#J-18808-Ljbffr