Director, Family Office Accounting & AI-Driven Services

PKF O'Connor Davies; Stamford (CT); 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)

Job summary

PKF O'Connor Davies is seeking a Director for their Family Office practice in Stamford, Connecticut. The ideal candidate will lead comprehensive accounting and financial services to high-net-worth clients and manage a dedicated team. Requirements include 10+ years of experience in public accounting, strong knowledge of GAAP, and an active CPA license.

The role offers competitive compensation ranging from $100,000 to $150,000, along with benefits including medical, dental, and generous PTO.

Qualifications

• 10+ years of progressive experience in public accounting or family office environment.
• Strong experience working with high-net-worth individuals and complex entities.
• Proven leadership and team management experience.

Responsibilities

• Lead, mentor, and develop a team of managers, seniors, and staff.
• Oversee accounting and reporting, financial management and advisory services.
• Build and maintain strong client relationships.

Skills

Leadership

Accounting

Financial management

Client relationship management

GAAP knowledge

Education

Bachelor’s degree in Accounting

Active CPA license

Tools

Sage Intacct

QuickBooks Online

NetSuite

AI tools (e.g., Asseta.ai)

Job description

PKF O'Connor Davies is seeking a Director for their Family Office practice in Stamford, Connecticut. The ideal candidate will lead comprehensive accounting and financial services to high-net-worth clients and manage a dedicated team. Requirements include 10+ years of experience in public accounting, strong knowledge of GAAP, and an active CPA license.

The role offers competitive compensation ranging from $100,000 to $150,000, along with benefits including medical, dental, and generous PTO.