Senior Family Office Manager: Client Relations & Accounting

Search Group Solutions; Boston (MA); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A financial services firm is seeking a Family Office Manager to provide comprehensive accounting and financial services for ultra-high-net-worth families. This role involves onboarding clients, managing relationships, and ensuring accurate financial reporting. Candidates should have a degree in Accounting, CPA certification, and 5-8 years of relevant experience. The position is hybrid, balancing remote work with in-office presence, making it essential for candidates to demonstrate exceptional client service and attention to detail.

Qualifications

• 5-8 years experience working with individual finances and investments.
• General understanding of foundations, trusts, and estate planning.
• Strong knowledge of general ledger, accounts payable, payroll, and income tax.

Responsibilities

• Onboard new clients and set up financial reporting processes.
• Prepare client financial reports and analysis.
• Manage day-to-day client team operations.

Skills

Attention to detail

Client service

Project management

Communication skills

Time management

Education

Degree in Accounting or related field

CPA certification

Job description

A financial services firm is seeking a Family Office Manager to provide comprehensive accounting and financial services for ultra-high-net-worth families. This role involves onboarding clients, managing relationships, and ensuring accurate financial reporting. Candidates should have a degree in Accounting, CPA certification, and 5-8 years of relevant experience. The position is hybrid, balancing remote work with in-office presence, making it essential for candidates to demonstrate exceptional client service and attention to detail.