Family Office Accounting Manager

Confidential; Los Angeles (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Confidential is seeking a Family Office Accounting Manager to join a private client services firm in the entertainment industry. This role is 3 days a week onsite in West Los Angeles, focusing on keeping high-net-worth clients’ financial lives organized and stress-free.

You will manage client portfolios, oversee cash management and 1099s, coordinate with CPAs and advisors, and help build scalable processes for a lean, collaborative team.

Qualifications

• 5+ years of accounting experience in private client services or wealth management.
• Experience in GL accounting, AP/AR, bank reconciliations, payroll coordination, and insurance administration.
• Strong client-service orientation and ability to handle sensitive information.
• Excel proficiency and quick system learning.
• Bachelor's degree in accounting or finance.

Responsibilities

• Own a client portfolio as the day-to-day contact for high-net-worth clients.
• Manage full-service workflow from intake to completion.
• Oversee cash management: balances, transfers, wires, and documentation.
• Coordinate insurance renewals, changes, and claims.
• Onboard new clients: bank accounts and access setup.
• Coordinate funding, documentation, and lender communications for major assets.
• Run 1099 administration and coordinate tax filings with partners.
• Suggest process improvements and participate in special projects.

Skills

GL accounting

AP/AR

Bank reconciliations

Payroll coordination

Insurance administration

Excel

AgilLink

Education

Bachelor's degree

Tools

AgilLink

Job description

Want to grow your career at a growing firm with a tight-knit and collaborative culture? Our client, a private client services firm in the entertainment industry is expanding their operations and looking for a Family Office Accounting Manager to join their team. This person loves numbers and people just as much. You'll keep clients' financial lives organized, head off problems before they happen, and make complicated things feel simple. This is an opportunity to join a tight-knit, lean, and hardworking team that takes real pride in their work. This role is 3 days a week onsite in West Los Angeles.

What You'll Own

• Your own client portfolio: Be the trusted day-to-day contact for a group of high-net-worth clients. Anticipate what they need and coordinate with CPAs, attorneys, advisors, and insurance partners.
• The full-service workflow: Take requests from intake to done and make sure nothing slips through the cracks.
• Cash management and banking: Monitor balances, prepare and process transfers and wires, and keep documentation clean.
• Insurance coordination: Handle renewals, policy changes, and claims with brokers.
• New client onboarding: Open bank accounts, set up access, and build each new client's workflow from scratch.
• The big moments: Help clients buy homes, cars, and other major assets by coordinating funding, documentation, and lender communication.
• Reporting and filings: Run 1099 administration and coordinate quarterly and annual filings with tax and accounting partners.
• Building what's next: Contribute ideas on process improvements and special projects as the firm grows.

What You Bring

• Minimum 5+ years of accounting experience in private client services, business management, family office services, private wealth, or financial advisory for high-net-worth individuals or families
• Proven experience in GL accounting, AP/AR, bank reconciliations, payroll coordination, and insurance administration.
• A genuine client-service personality. You like being the go-to person, and people trust you with sensitive information.
• Strong Excel skills and comfort learning new systems quickly. AgilLink experience is a big plus.
• The ability to juggle a high volume of work without losing track of details
• A bachelor's degree in accounting, Finance, or a related field is strongly preferred

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.