Family Office Manager

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

As a member of the Family Office team, the Manager is responsible for managing multiple client engagements simultaneously and works with staff to coordinate workflow. A Manager develops and coaches staff and establishes relationships to develop new business for the Firm. Performance is judged based on management and leadership skills, quality of work, ability to meet time constraints and practice development. This position will be primarily based in our West Palm Beach office.

What it Means to Work for EisnerAmper:

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
• You will have the flexibility to manage your days in support of our commitment to work/life balance
• You will join a culture that has received multiple top “Places to Work” awards
  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
  • We understand that embracing our differences is what unites us as a team and strengthens our foundation
  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:

• Assumes full responsibility for managing and supervising engagements and special assignments.
• Reviews supporting staff’s work for accuracy.
• Assists with the entering, reconciling and reporting of various investment strategies; reviews bank and brokerage statements for accurate reconciliations and expected activity; reviews deposit logs to confirm proof of deposit to appropriate account. Responsible for maintaining the accounting functions of the client and their various entities.
• Demonstrates a high level of technical proficiency. Keeps informed of current technical developments and pending matters important to the Firm, the profession and clients.
• Support the supervision, training, and development of less experienced staff members.
• Recognizes non-routine accounting, investment and tax problems in client operations and after researching develops recommendations for solutions with appropriate personnel.
• Monitors the realization of engagements and pursue strategies to provide satisfactory engagement economics without sacrificing quality.
• Assist partners and senior managers on draft client billing, manage collections and AR aging.
• Participate with preparation client meeting agenda and materials.
• Make good judgement on items that have tax implications and communicate efficiently and effectively with tax teams about the same.
• Assist partners and senior managers to stay on top of organizing tax documents.

Basic Qualifications:

• Bachelors or Master’s degree in accounting or related field, or equivalent training and experience.
• At least 6–8 years of relevant experience demonstrating increasing complexity of responsibilities, along with a strong understanding of how Family Office Services and tax work are connected.

Preferred/Desired Qualifications:

• Strong knowledge of U.S. GAAP and financial reporting requirements.
• Familiarity with cloud-based accounting systems including QuickBooks, Xero, Intacct, NetSuite, Bill.com, Concur, Expensify.
• Ability to effectively collaborate with, mentor, and develop team members.
• Team player with strong communication and analytical skills.
• Strong time management and organizational skills.
• Currently holds a valid CPA license or is actively working towards obtaining one by taking and passing the Florida CPA exam is preferred.

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.   

About our Outsourced Services Team:

The EisnerAmper Outsourcing group brings our team’s specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don’t take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we’re given the tools to both provide best-in-class service and constantly grow as professionals.

Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers.

Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm.

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. 

Our clients represent enterprises of every form, ranging from sophisticated financial institutions to startups, global public firms to middle-market companies, governmental entities as well as high-net-worth individuals, family offices, nonprofit organizations and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, investors, and key stakeholders who serve these clients. 

Should you need any accommodations to complete this application please email: [email protected] 

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West Palm Beach