Senior Manager, Family Office

Role Overview

• 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 related field (or equivalent experience).
• Minimum of 8 years of progressive accounting experience, ideally serving high‑net‑worth clients, family offices, or multi‑entity environments.
• Minimum of 3 years of supervisory or leadership experience, including coaching and developing team members.
• Strong understanding of general ledger accounting, financial reporting, and cash management.
• Proficiency with Sage Intacct and advanced Excel skills.
• Ability to manage multiple clients and deliver high-quality work under deadlines.
• Excellent communication skills and the ability to build rapport with clients and internal teams.

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays