Family Office Accounting Manager – Elite Client Services

Godfrey & Kahn; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Dynamic work environment

Job summary

A family office service provider in Milwaukee is seeking a Client Special Services Accounting Manager to oversee comprehensive accounting functions. The role requires a bachelor's degree in accounting and a CPA, with at least three years of experience in an investment-related role. Responsibilities include managing financial transactions, collaborating with internal teams, and maintaining relationships with families' advisors. This full-time position offers competitive compensation and opportunities for professional growth.

Qualifications

• Bachelor’s degree in accounting with finance knowledge; CPA preferred.
• 3+ years of experience in an investment-related role preferred.
• Outstanding attention to detail with a proven ability to multi-task.

Responsibilities

• Perform back-office accounting functions including reconciliations and cash flow management.
• Collaborate with Trust Accounting and internal legal counsel.
• Monitor daily investment activity and coordinate custodian adjustments.

Skills

Attention to detail

Microsoft Excel

Customer service

Analytical skills

Problem-solving skills

Education

Bachelor's degree in accounting

Tools

QuickBooks

Addepar

Job description

A family office service provider in Milwaukee is seeking a Client Special Services Accounting Manager to oversee comprehensive accounting functions. The role requires a bachelor's degree in accounting and a CPA, with at least three years of experience in an investment-related role. Responsibilities include managing financial transactions, collaborating with internal teams, and maintaining relationships with families' advisors. This full-time position offers competitive compensation and opportunities for professional growth.