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Family Office Accounting Manager

Open Systems Technologies - Melville, NY

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Job Description

OverviewAn investment advisory firm is looking for a Family Office Accounting Manager to join their team in Melville, pensation: 125-160kResponsibilitiesManage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clientsLiaise and develop strong working relationships with internal service team membersDevelop and maintain strong working relationships with the firm's highest profile clienteleReview and manage cashflow planning for high net-worth clients including budgeting and forecastingReview and provide timely and accurate financial reports and analysesOversee and manage all aspects of asset movement within the departmentConduct regular reconciliations and reviews of banking platform access and activities, activities and Quickbooks reconciliations for compliancePerform ad‐hoc financial analyses and execute projects as requiredImplement and oversee client household payrollSupervision, mentorship and development of junior staffQualificationsBachelor's degree in Accounting, Economics, or Finance or relevant Master's7+ years of related experienceExpert in QuickBooks accounting and accounts payable softwareKnowledge and expertise in Microsoft Office productsExcellent attention to detail with high accuracy, excellent organizational skillsExcellent communication and interpersonal skills"Roll up your sleeves" work ethic, tenacity, and willingness to go the extra mileResourceful, decisive, critical thinkerAbility to multi-task and thrive in a fast-paced environmentMust be a team player, enthusiastic and reliable #J-18808-Ljbffr

Created: 2025-09-17

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