Lead day-to-day accounting operations for multiple clients, including general ledger, accounts payable, accounts receivable, payroll, and period-end close.
Manage accounting across multiple entities, including intercompany transactions and consolidated reporting.
Manage investment, fund, and trust accounting, including alternative investments, capital accounts, distributions, and complex ownership structures.
Communicate routinely with senior executives, advisors, and client decision-makers regarding financial close, issues, and deliverables.
Train, supervise, and mentor staff accountants on day-to-day functions and family office-specific processes.
Assist with onboarding new clients, including process setup, allocation of resources, and staff training.
Participate in and lead accounting software implementations or integrations.
Assist in corporate and business owner tax matters as applicable.

Bachelor’s degree in Accounting, Finance, or related field.
Minimum 3 years of hands-on experience in accounting operations and financial reporting, including GL, AP, AR, payroll, and period-end close.
Experience managing accounting for 10–50+ entities in a multi-entity environment.
Exposure to investment accounting, fund accounting, alternative investments, or equity/member capital account management.
Strong written and verbal communication skills; able to present financial information clearly to clients and advisors.
Ability to work independently, prioritize effectively, and deliver accurate results under tight deadlines.
Proficiency with accounting and investment software (e.g., Sage Intacct, NetSuite, QuickBooks Online, Addepar, BlackDiamond, or similar platforms).

Senior Consultant, Family Office Outsourcing

Key skills