Director - Family Office Accounting

WhiteCap Workforce Solutions; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

WhiteCap Workforce Solutions is seeking an experienced, client-focused leader to drive our Family Office practice in the New York area. You will oversee accounting, financial and administrative services for high-net-worth clients, manage a team, and contribute to business growth.

The role emphasizes leadership, GAAP and partnership/investment accounting expertise, and the adoption of AI and automation to enhance service delivery.

Qualifications

• 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.

Responsibilities

• Lead delivery of comprehensive accounting, financial, and administrative services for family office clients.
• Oversee onboarding of new clients and ensure seamless implementation of technology platforms.
• Mentor and develop a team of managers, seniors, and staff; ensure quality control across engagements.

Skills

Leadership

Client service

GAAP

Partnership accounting

Investment accounting

Team management

AI workflows

Communication

Education

Bachelor's degree in Accounting

Tools

BILL platform

Cloud-based platforms

Job description

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.

Client Service & Delivery

• 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.

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.

Client Service & Delivery

• 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.

Leadership & Team Management

• 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.

Business Development & Practice Growth

• 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.

Technical Expertise

• 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.

Technology & Innovation

• 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.

Qualifications

• Must be able to work in-office a minimum of 3 days per week.
• 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.

Preferred Experience

• Experience within a CPA firm or advisory firm.
• Exposure to multi-entity family office structures.
• Hands-on experience with accounting and operational platforms common in the family office space.
• Experience coordinating with tax, legal, and investment advisors.
• Background in family office operations, wealth management, or outsourced accounting services.
• Demonstrated experience or strong interest in evaluating and adopting AI tools, automation workflows, and emerging fintech/proptech solutions.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.