A multi-family office group with high profile ultra-high-net-worth clientele seeks an Accounting Manager
Responsibilities:
Supervising and developing 2-4 Senior Accountants and 4–6 Accounting Associates
Organizing and managing several client service teams and engagements; including creating team budgets, monitoring actual performance, managing client billing, reviewing workpapers
Training and developing junior professionals; monitoring team utilization, assisting with goal-setting and completing performance reviews
Ensuring client deliverables are met timely and accurately by the engagement team; report progress and escalating issues to upper management
Interacting daily with multiple high net worth clients and various service providers
Reviewing personal and/or business financial statements and supporting schedules for clients on a cash basis or US GAAP basis, (as applicable)
Managing cash flow and requirements as a fiduciary for client accounts to ensure client’s financial obligations are met
Understanding complex accounting issues and solving for client needs
Ensuring team adherence with firm policies, maintaining strong control environment, identifying areas for process improvements to maximize efficiencies and minimize risk
Facilitating cross functional communications and cohesion with investment, tax and financial planning teams both in-house and externally
Developing strategies for improving client services
Proactively managing ad-hoc client requests
Candidate Profile:
Accounting Degree (Undergraduate or Graduate) and a CPA license
5-6 years accounting experience required
Strong proficiency in Microsoft Excel (Pivot Tables, V-Lookups, Filters), Word and PowerPoint
Demonstrated experience leading teams, managing and developing professional staff
Demonstrated experience in client service industry
Project management and quality control experience
Strong written and oral communication skills
Solution oriented approach to work performance
Meticulous attention to detail (thorough and accurate)
Exceptional self-management skills: organization, time management, prioritization and analytical skills
Empowering management style with effective delegation abilities
Ability to work in a fast-paced, dynamic, team-oriented and client-focused environment
Highly motivated, inquisitive, self-starter with high-energy; demonstrates resilience and effectively manages-up, down and laterally
