Senior Accounting Manager & Personal CFO for UHNW Families

Corient Services LLC; Seven Isles (FL); Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

401(k) Plan with Employer Matching

Medical Plan options (4)

Dental, Vision & Life and AD&D

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Zusammenfassung

Corient Services LLC seeks a dedicated professional to lead onboarding for new client relationships and establish robust reporting, accounting, and operational processes. You will oversee accounting, cash management, payroll, and financial administration for individuals and related entities, ensuring accurate year-end reporting and high-level client service.

You will support family office activities, coordinate with wealth managers and other advisors, and coach team members to deliver timely,

Qualifikationen

• Experience in onboarding new client relationships and establishing reporting, accounting, and operational processes.
• Ability to oversee accounting, cash management, payroll, and financial administration for diverse entities.
• Proven skills in reviewing financial reports, reconciliations, and year-end reporting with high accuracy.

Aufgaben

• Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
• Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.
• Review financial reports, reconciliations, and year-end reporting to ensure accuracy, timeliness, and a high standard of client service.
• Support family office activities, including gifting, charitable giving, and special financial projects.
• Oversee bill pay, disbursements, and related controls to ensure accurate and timely processing.
• Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.
• Serve as a trusted day-to-day contact for clients and coordinate with wealth managers, tax preparers, attorneys, and other advisors.
• Prepare client-ready materials, participate in meetings, and respond to requests across multiple relationships.
• Support tax, estate, and planning initiatives and ad hoc analyses and projects.
• Coach and develop team members while driving quality and timely execution.

Kenntnisse

Onboarding for client relationships

Accounting

Cash management

Payroll management

Financial reporting

Client service

Team coaching

Cross-functional coordination

Jobbeschreibung

Corient Services LLC seeks a dedicated professional to lead onboarding for new client relationships and establish robust reporting, accounting, and operational processes. You will oversee accounting, cash management, payroll, and financial administration for individuals and related entities, ensuring accurate year-end reporting and high-level client service.

You will support family office activities, coordinate with wealth managers and other advisors, and coach team members to deliver timely,