Senior Family Office Manager (Hybrid)

EisnerAmper; West Palm Beach (FL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

EisnerAmper is seeking a Manager within the Family Office team, primarily based in our West Palm Beach office. The role emphasizes managing multiple client engagements, coaching staff, and developing new business for the Firm in a hybrid work setting.

The ideal candidate has 6–8 years of related accounting experience, strong U.S. GAAP knowledge, and CPA licensure or progress toward it. We offer a collaborative culture with opportunities for practice development and leadership.

Qualifications

• Bachelor's or Master's degree in accounting or related field, or equivalent training and experience.
• At least 6–8 years of relevant experience demonstrating increasing complexity of responsibilities, with exposure to Family Office services and tax.
• Strong knowledge of U.S. GAAP and financial reporting requirements.
• Familiarity with cloud-based accounting systems including QuickBooks, Xero, Intacct, NetSuite, Bill.com, Concur, Expensify.
• Ability to collaborate with, mentor, and develop team members.
• Currently holds a CPA license or is pursuing Florida CPA exam.

Responsibilities

• Manages and supervises engagements and special assignments.
• Reviews staff work for accuracy.
• Assists with entering, reconciling and reporting varied investment strategies and bank statements.
• Maintains accounting functions for clients and entities.
• Keeps informed of relevant technical developments and industry trends.
• Supervises and develops less experienced staff.
• Identifies non-routine accounting/tax issues and proposes solutions.
• Monitors engagement realization and maintains quality and economics.
• Assists with client billing, collections and AR aging.

Skills

GAAP knowledge

Financial analysis

Mentoring

Communication

Time management

Organization

Client relationship

Education

Bachelor's or Master's in accounting

CPA license preferred

Tools

QuickBooks

Xero

Intacct

NetSuite

Bill.com

Concur

Expensify

Job description

EisnerAmper is seeking a Manager within the Family Office team, primarily based in our West Palm Beach office. The role emphasizes managing multiple client engagements, coaching staff, and developing new business for the Firm in a hybrid work setting.

The ideal candidate has 6–8 years of related accounting experience, strong U.S. GAAP knowledge, and CPA licensure or progress toward it. We offer a collaborative culture with opportunities for practice development and leadership.