Practice Manager, Family Office

Job Essentials, Responsibilities, Duties

• Maintain an adequate system of accounting records and a comprehensive set of controls and budgets designed to mitigate risk and enhance the accuracy of reported financial results
• Oversee day-to-day financial management related to Operations performed by Accounting teams
• Provide leadership in financial functions including financial and operational control; business integration; planning, forecasting and analysis; cash flow; taxes; and corporate development
• Drive the performance, strategic planning and growth orientation of the business
• Follow and adhere to business management related policies and procedures
• Review and summarize Client agreements
• Perform Client Risk Assessment and Financial Planning
• Review monthly, quarterly, and annual financial statements in accordance with GAAP
• Work collaboratively to develop and/or improve systems, processes, controls, and procedures that will improve the overall efficiency of the firm and ensure excellent client service

Qualifications

• Possess a willingness to take on new tasks; general attitude that no task is too small, impossible, or cannot be improved
• Comfortable working in a fast-paced organization and demonstrated ability to work autonomously while ensuring CEO expectations are readily met and exceeded
• Focus on the firms’ systems, accounting, control, and service matters in integrating businesses
• Absorb and apply new concepts quickly
• Assess and build a high-performance team and growth culture based on providing value to our clients

Specific Job Knowledge, skills, and Abilities

• Excellent Verbal and Written communication skills with staff, colleagues and executives
• Attention to detail, self-starter
• Identify, drive and implement change opportunities and initiatives
• Your mantra may be faster, better, smarter. You are a perfectionist and know that the quality of your work extends to every possible detail.
• You have a passion for leadership, self-improvement, and business strategy
• You thrive in a direct with respect culture

Qualifications

• Ability to reliably commute and report to the Tri Star office
• BS Accounting, Finance, Economics
• 8-10 years of Family Office, Financial Services, or Business Management Experience
• CPA or similar designation required
• Strong academic record
• Experience in managing several concurrent projects
• Knowledge of QuickBooks
• Knowledge of ERP Systems