Family Office Accounting Manager

About the role

We are looking for an experienced Accounting Manager to join a high‑performing single‑family office. The role will support a broad range of accounting and financial functions while leading the transition from outsourced to fully in‑house accounting.

Key responsibilities

• Lead the near‑term transition of outsourced accounting to an in‑house function, transferring knowledge and records while maintaining accuracy.
• Maintain general ledgers and execute month‑end close for investment vehicles, trusts and personal entities, including journal entries, reconciliations and analytical support.
• Handle intercompany transactions, eliminations, consolidated reporting and maintain schedules for loans, transfers and allocations.
• Process accounts payable, expense coding and vendor payments for household and entity‑level obligations.
• Assist in preparing financial statements, management reports, presentations and portfolio performance reports, moving toward full ownership of these deliverables.
• Coordinate documentation for external tax preparers and support K‑1, 1099 and partnership reporting cycles.
• Work with tax and legal advisors on year‑end planning, estimated payments and entity structuring.
• Support budgeting, forecasting, cash‑flow forecasting and liquidity tracking, with the goal of eventually leading these functions.
• Perform ad‑hoc analyses, special projects and operational tasks as needed.

Required profile

• Bachelor’s degree in accounting, finance or a related field; CPA preferred.
• Minimum 5 years of hands‑on accounting experience, ideally in a family office, private investment firm or a top‑tier tax/accounting firm serving UHNW clients.
• Demonstrated personal and professional integrity.
• Strong proficiency in general‑ledger management, journal entries, reconciliations and month‑end close processes.
• Ability to design and document internal controls and accounting policies.

Required skills

• General ledger management
• Journal entry processing
• Account reconciliation
• Month‑end close
• Internal controls design
• Accounting policy documentation
• Accounts payable processing
• Expense coding
• Vendor payment handling
• Financial statement preparation
• Management reporting
• Budgeting and forecasting
• Cash‑flow forecasting and liquidity tracking
• Intercompany accounting and consolidated reporting

What we offer

• Competitive base salary plus an annual performance‑based bonus.
• Health, dental and vision insurance.
• 401(k) retirement plan.