Elite Family Office Accounting Lead

Open Systems Technologies; Melville (NY); On-site; USD 125,000 - 160,000; Full time

Job summary

A leading investment advisory firm in Melville, NY is seeking a Family Office Accounting Manager. In this role, you will manage accounting functions for ultra-high net-worth clients, oversee cashflow planning, and lead a team. Ideal candidates will have a bachelor's degree in a related field, over 7 years of experience, and strong expertise in QuickBooks. A competitive salary of $125k–$160k is offered, based on experience.

Qualifications

• Bachelor's degree in Accounting, Economics, or Finance or relevant Master's required.
• 7+ years of related experience in accounting or finance.
• Must have strong skills in QuickBooks and accounts payable software.

Responsibilities

• Manage all accounting functions for ultra-high net-worth clients.
• Review and manage cash flow planning, budgeting, and forecasting.
• Conduct regular reconciliations of banking platform access.

Skills

Expert in QuickBooks accounting

Accounting and finance knowledge

Communication skills

Organizational skills

Attention to detail

Education

Bachelor's degree in Accounting, Economics, or Finance or relevant Master's

Tools

QuickBooks

Microsoft Office

Bill.com

Job description

A leading investment advisory firm in Melville, NY is seeking a Family Office Accounting Manager. In this role, you will manage accounting functions for ultra-high net-worth clients, oversee cashflow planning, and lead a team. Ideal candidates will have a bachelor's degree in a related field, over 7 years of experience, and strong expertise in QuickBooks. A competitive salary of $125k–$160k is offered, based on experience.