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Family Office Services Accounting Manager

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Tax Manager (CPA Firm)

A family office is seeking an Accounting Manager for its NJ office.

 

Responsibilities:

  • Supervise a staff of four to six professionals
  • Provide accounting and reporting services to high net worth individuals. 
  • Analysis and preparation of many of the statements:
  • Balance sheets
  • Statements of net worth
  • Income statements
  • Budgets
  • Cash flow statements
  • Estate plan summaries
  • Responsible for completion and review of reconciliations of client records to monthly broker statements and annual 1099s

 

Qualifications:

  • CPA required
  • Family Office experience required
  • Tax experience beneficial.
  • Management experience

 

Individual accommodation shall be provided for applicants with disabilities who meet required qualifications.
Please advise us at any time during the recruitment process.


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