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Family Office Manager
Accounting Advisory
Posted on 11/13/2022
United States
Experience Level
Desired Skills
  • An active CPA license
  • Minimum 7 years' experience in industry, preferably as a controller, public accounting experience a plus
  • BS/BA degree in Accounting or Finance
  • Demonstrated management experience with increasing levels of responsibility
  • Experience developing, training and mentoring junior level staff
  • Strong operational and technical accounting background, including ability to research complex technical accounting issues independently
  • Professionalism and discretion in interacting with firm leadership and client executives
  • Strong presentation skills with the ability to address both executive and technical level audiences
  • Excellent verbal and written communication skills with strong attention to detail
  • An extensive and diverse accounting background preferably within family office or for high-net-worth individuals
  • Knowledge of various investment types utilized by high-net-worth individuals, such as managed portfolios and private equity, and an understanding of how to book the activity
  • Experience with partnership accounting
  • Proficiency in Microsoft Office, particularly Excel and QuickBooks
  • Solid understanding and working knowledge of GAAP and financial statements
  • Strong leadership, project management and client service skills
  • Strong interpersonal skills with an approachable and professional demeanor
  • Assist the Director overseeing the coordination of all accounting functions for high-net worth individuals/family clients and their investment entities
  • Manage and motivate staff across multiple teams on a daily basis
  • Drive the operational, financial, and reporting aspects of each engagement
  • Oversee the clients' accounts receivable, accounts payable and general ledger entries and maintenance
  • Have responsibility to oversee review of month-end and year-end close of financial statements, account reconciliations, general ledger analysis, and annual audits, where applicable
  • Oversee payroll for clients' employees as needed
  • Evaluate clients and implement firm accounting policies and procedures in conjunction with clients' needs, and recommend process improvements
  • Be responsible for managing any ad-hoc projects as needed
  • Contribute to weekly management meetings to help drive the goals and objectives of the Firm and Practice
  • Have “in-charge” responsibilities for small to mid-size private company family run businesses
  • Provide information to the tax department and prepare the client federal and state tax returns
  • Research, understand and apply complex accounting concepts, and understand processes and internal controls
  • Select staff and assign workloads
  • Develop and maintain client relationships, thus driving clients' satisfaction
  • Develop, motivate and mentor staff by providing training, regular feedback and career guidance while fostering a team environment
  • Draft and assist in the delivery of proposals for engagements by knowing the range of firm services

501-1,000 employees

Public accounting & advisory firm
Company Overview
BPM’s mission is to provide modern solutions to businesses across the globe. The company focuses on comprehensive assurance, tax, and consulting services for clients, and provides people and communities with the resources to lead meaningful and purposeful lives.
Company Core Values
  • People
  • Being our best
  • Growing stronger