Family Office Accounting Manager

Career Group Search; Los Angeles (CA); Presencial; USD 85.000 - 130.000; A tiempo parcial

Descripción de la vacante

Career Group Search is recruiting a Family Office Accounting Manager in Los Angeles to join a private client services team. You will manage high-net-worth client portfolios, coordinate with CPAs, attorneys, and advisors, and ensure a seamless end-to-end workflow.

We value a hands-on, detail-oriented professional with 5+ years in private client services, strong Excel skills, and experience in GL/AP/AR, payroll, and insurance administration. Onsite three days a week in West Los Angeles.

Formación

• 5+ years in private client services, family office, or private wealth.
• Experience in GL, AP/AR, bank reconciliations, payroll coordination, and insurance administration.
• Strong client-service orientation with discretion.
• Excellent Excel skills; AgilLink experience a plus.
• Bachelor’s degree in accounting, finance, or related field.

Responsabilidades

• Own a portfolio of high-net-worth clients and coordinate with CPAs, attorneys, and advisors.
• Manage end-to-end workflow from intake to completion.
• Oversee cash management, transfers, and banking documentation.
• Coordinate insurance renewals and broker communications.
• Onboard new clients and setup accounts/workflows from scratch.
• Prepare and file required reports and 1099s with tax/accounting partners.
• Suggest process improvements for scaling the firm.

Conocimientos

Excel

GL accounting

AP/AR

bank reconciliations

payroll coordination

insurance administration

AgilLink

client-service

Educación

Bachelor’s degree in accounting/finance

Herramientas

AgilLink

Descripción del empleo

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.