Family Office Manager

Career Group; New York (NY); In loco; USD 175.000 - 200.000; Tempo pieno

Descrizione del lavoro

Career Group partners with a private family office to appoint a lead accountant who will manage personal financial affairs for several related households. The role reports to the founding partners and serves adult children as clients, overseeing a trusted accounting team and driving modernization of reporting and controls.

You will coordinate investments, banking, tax, consolidated reporting, estate/trust activities, and philanthropy, while maintaining strict discretion and signatory authority

Competenze

• CPA certification with hands-on trust, partnership, and gift tax experience.
• 7+ years serving high-net-worth families, and at least one role with full accountability across multiple households or entities.
• Modernizer temperament: upgrade systems, controls, and reporting without breaking what works.
• Discretion beyond question; signatory authority and full visibility into every household.

Mansioni

• Investments: consolidate holdings, capital calls, distributions, K-1s; oversee advisors; diligence on new deals.
• Banking and cash: manage all accounts, reconciliations, bill pay, 90-day cash forecasting, signatory controls.
• Tax: single point of contact for CPA firm across individual, trust, partnership, and gift returns.
• Consolidated reporting: quarterly net-worth statements per household and overall; select reporting platform.
• Estate and trust coordination: work with estate counsel; trust admin, funding, distributions, gifting.
• Philanthropy: donor-advised funds, foundation admin, pledge tracking, annual giving reports.

Conoscenze

CPA certification

trust/partnership/gift tax

HNW family office experience

discretion & signatory authority

Descrizione del lavoro

The founding partners of a privately held, multi-generational business are creating a single family office seat to manage the personal financial affairs of several related households. The hire will lead an established and trusted accounting team, modernize the systems and reporting, and bring investment oversight, tax coordination, and estate and philanthropy administration under one accountable person. The role reports directly to the partners and serves them and their adult children as clients.

Core Responsibilities

• Investments: consolidated view of all holdings (public, private funds, real estate partnerships, direct deals); capital calls, distributions, K-1s; oversight of outside advisors and managers; diligence support on new deals.
• Banking and cash: all household and entity accounts, reconciliations, bill pay, 90-day cash forecasting, signatory and access controls.
• Tax: single point of contact for the families' CPA firm across individual, trust, partnership, and gift returns; estimates, extensions, and deadlines.
• Consolidated reporting: quarterly net-worth statements per household and for the family as a whole; selection and ownership of a reporting platform.
• Estate and trust coordination: working partner to estate counsel; trust administration, funding, distributions, annual gifting.
• Philanthropy: donor-advised funds, foundation administration where applicable, pledge tracking, annual giving reports.

Must have

• CPA (or equivalent) with hands-on trust, partnership, and gift tax experience.
• 7+ years serving high-net-worth families, and at least one role where they were personally accountable for the full picture across multiple households or entities.
• Modernizer temperament: comfortable inheriting a working but dated setup, earning the trust of a tenured team, and upgrading systems, controls, and reporting without breaking what works.
• Discretion that is beyond question. The role carries signatory authority and full visibility into every household.

Ideal backgrounds

• The number-two at a $200M-$1B single family office who is ready to run their own seat.
• A senior manager or director in a Big Four or regional firm's private client / family office practice.
• A controller at a multi-family office who wants to serve one family deeply instead of twenty lightly.

Compensation: $175k-200k

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