Director - Family Office Accounting

About the role

We are excited to offer an exceptional opportunity for an experienced, client-focused, and technology-driven professional to join our growing Family Office practice. This role involves leading the delivery of comprehensive accounting, financial, and administrative services to high-net-worth individuals and family office clients, while managing a team and contributing to the growth of the practice.

Responsibilities

• Oversee accounting and reporting, financial management, and advisory services for family office clients with complex financial structures, including partnerships, trusts, and investment entities.
• Review and analyze financial statements, general ledger activity, cash flow projections, budgets, and reporting packages.
• Serve as a primary point of contact for clients, ensuring high-quality service and responsiveness.
• Coordinate with tax, advisory, and other service lines to deliver integrated solutions.
• Oversee onboarding of new clients and ensure seamless implementation processes, including configuration and adoption of technology platforms.
• Provide strategic financial guidance and operational support to clients and their advisors.
• Lead, mentor, and develop a team of managers, seniors, and staff.
• Review work product and ensure quality control across engagements.
• Provide training and guidance on technical accounting matters, including adoption of AI-assisted workflows, automation tools, and cloud-based platforms.
• Assist with resource planning and workflow management.
• Foster a collaborative, client-focused culture within the Family Office Services practice.
• Support staff development through coaching, performance feedback, and career mentoring.
• Build and maintain strong client relationships.
• Identify opportunities to expand services within existing accounts.
• Participate in business development initiatives, networking, and thought leadership activities.
• Support proposals, presentations, and meetings with prospective clients.
• Assist practice leadership with strategic growth initiatives and market expansion efforts.
• Apply strong knowledge of GAAP, partnership accounting, and investment accounting.
• Oversee accounting for investments and alternative investments, including private equity, hedge funds, and real estate.
• Ensure compliance with relevant accounting standards and internal firm policies.
• Stay current on industry trends and regulatory changes affecting family offices and high-net-worth clients.
• Review complex reconciliations, consolidations, and multi-entity financial reporting structures.
• Evaluate and implement accounting software and workflow tools within the Family Office Services practice.
• Serve as a champion for the firm's AI-driven service delivery model.
• Engage with and develop fluency in next-generation platforms for real estate and investment asset tracking.
• Oversee AP/AR workflows using tools such as BILL and similar platforms.
• Manage client environments across core accounting platforms, ensuring data integrity and readiness to integrate with modern tools.
• Identify and implement AI tools and automation to enhance reporting accuracy and reduce manual processing.
• Stay current on emerging fintech solutions and proptech platforms relevant to family offices.

Requirements

• Bachelor's degree in Accounting from an accredited college or university required.
• 10 years of progressive experience in public accounting or family office environment.
• Strong experience working with high-net-worth individuals and complex entities.
• Deep knowledge of partnership accounting, investments, and financial reporting.
• Proven leadership and team management experience.
• Strong communication, interpersonal, and client relationship management skills.
• Demonstrated ability to manage multiple engagements and deadlines effectively.

Qualifications

• Experience within a CPA firm or advisory firm.
• Exposure to multi-entity family office