Family Office Accounting Manager

Family Office; Stamford (CT); On-site; USD 110,000 - 150,000; Full time

Job summary

Family Office in Stamford, CT is seeking an Accounting Manager to lead accounting operations, budgeting, financial reporting, and vendor relationships across multiple entities. You will oversee reconciliations, implement internal controls, manage cash flow, and coordinate with external advisors for tax and audits, supporting high-net-worth clientele with discretion and precision.

Minimum 5–8 years of accounting experience with a preference for family office or HNW background; proficiency in

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (CPA or equivalent preferred).
• 5–8 years of accounting experience, with preference for family office or high-net-worth background.
• Experience managing multi-entity accounting operations.
• Proficient in Microsoft Office and accounting platforms (e.g., QuickBooks, NetSuite).
• Strong analytical, problem-solving, and organizational abilities.
• Exceptional attention to detail, discretion, and professionalism.
• Excellent communication with HNW individuals and family office teams.

Responsibilities

• Maintain full accounting records and oversee monthly, quarterly, and annual financial statements.
• Perform detailed account reconciliations and analysis across various legal entities and locations.
• Develop and manage annual budgets, forecasts, and cash flow projections.
• Monitor daily cash activity and address short- and long-term liquidity needs.
• Oversee accounting software, maintain system integrity, and design meaningful financial reports.
• Analyze spending and cost trends, including high-card and miscellaneous expenses.
• Manage multi-currency banking relationships, wire transfers, and payments.
• Negotiate, review, and manage vendor and service provider contracts.
• Administer insurance policies and coverage.
• Develop and enforce financial policies, internal controls, and expense reimbursement procedures.
• Coordinate with external advisors during tax and audit processes.
• Identify process inefficiencies and implement improvements.

Skills

Analytical skills

Multi-entity accounting

Communication with HNW

Process improvement

Internal controls

Education

Bachelor's degree in Accounting/Finance

CPA or equivalent preferred

Tools

Microsoft Office

QuickBooks

NetSuite

Job description

As the Family Office Accounting Manager, you'll spearhead accounting operations, budgeting, financial reporting, and vendor relationships across multiple entities.

Key Responsibilities

• Maintain full accounting records and oversee monthly, quarterly, and annual financial statements
• Perform detailed account reconciliations and analysis across various legal entities and locations

Budgeting & Cash Flow

• Develop and manage annual budgets, forecasts, and cash flow projections
• Monitor daily cash activity and address short- and long-term liquidity needs

Systems & Reporting

• Oversee accounting software, maintain system integrity, and design meaningful financial reports
• Analyze spending and cost trends, including high-card and miscellaneous expenses

Banking & Currency

• Manage multi-currency banking relationships, wire transfers, and payments
• Negotiate, review, and manage vendor and service provider contracts
• Administer insurance policies and coverage

Governance & Compliance

• Develop and enforce financial policies, internal controls, and expense reimbursement procedures
• Coordinate with external advisors during tax and audit processes
• Identify process inefficiencies and implement improvements

Experience & Qualifications

Education: Bachelor’s degree in Accounting, Finance, or related field. CPA or equivalent preferred

Professional Experience:

Minimum 5-8 years of accounting experience, with a strong preference for those with family office or high-net-worth (HNW) background

Proven experience managing multi-entity accounting operations

Technical Skills:

Proficient in Microsoft Office and accounting platforms (e.g., QuickBooks, NetSuite).

Strong analytical, problem-solving, and organizational abilities.

Personal Qualities:

Exceptional attention to detail, discretion, and professionalism.

Effective communicator with experience engaging HNW individuals and family office teams.

elf-motivated, collaborative, and adaptable to evolving tasks and priorities.