Director, Family Office Accounting & AI-Driven Services

PKF O'Connor Davies; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental, and Vision plans

401(k) plan and Profit-Sharing program

Generous Paid Time Off (PTO)

Flexible Working options

Training & Certification programs

Job summary

PKF O'Connor Davies in New York is seeking an experienced Director to lead the Family Office practice. The position involves overseeing financial services for high-net-worth clients and managing a team of professionals.

The ideal candidate has a strong background in accounting, technology adoption, and client relationship management, with proficiency in tools like Sage Intacct and QuickBooks Online. This is a unique opportunity to make a significant impact in a collaborative environment.

Qualifications

• 10+ years of progressive experience in public accounting or a family office environment.
• Experience with high-net-worth individuals and complex entities.
• Strong communication and interpersonal skills.

Responsibilities

• Lead delivery of accounting services to family office clients.
• Manage and mentor a team of professionals.
• Oversee financial management and advisory services.

Skills

Leadership

Client relationship management

Technology adoption

Financial reporting

Accounting software proficiency

Education

Bachelor’s degree in Accounting

Active CPA license

Tools

Sage Intacct

QuickBooks Online

NetSuite

Asseta.ai

BILL

Job description

PKF O'Connor Davies in New York is seeking an experienced Director to lead the Family Office practice. The position involves overseeing financial services for high-net-worth clients and managing a team of professionals.

The ideal candidate has a strong background in accounting, technology adoption, and client relationship management, with proficiency in tools like Sage Intacct and QuickBooks Online. This is a unique opportunity to make a significant impact in a collaborative environment.