Associate Director, Personal CFO Services
NorthPoint Search Group•Atlanta, GA
•Hybrid
About The Position
The Associate Director is a senior, hands-on accounting leader responsible for overseeing complex partnership, trust, and entity accounting. This role requires deep technical expertise, strong judgment, and the ability to independently manage intricate accounting workstreams in a fast-paced, high-expectations environment. This is a full-time leadership role within an expanding team, offering hybrid or remote flexibility. Join a growing Personal CFO Services team and oversee sophisticated family office accounting structures in a high-impact, high-visibility role.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field
- CPA strongly preferred
- 8–12+ years of partnership, family office, public accounting, fund administration, or complex entity accounting experience
- Deep technical knowledge of partnership accounting and financial reporting
- Hands-on experience with Sage Intacct or similar enterprise accounting systems
- Strong analytical skills and exceptional attention to detail
- Ability to independently manage multiple complex workstreams
Nice To Haves
- Experience supporting ultra-high-net-worth families and multi-entity structures
- Experience with accounting system implementations or data transitions
- Strong written and verbal communication skills
Responsibilities
- Oversee partnership, trust, and complex entity accounting for ultra-high-net-worth family structures
- Serve as subject-matter expert for Sage Intacct, including chart of accounts design and dimensional reporting
- Lead Sage implementations, system conversions, and client onboarding initiatives
- Review general ledger activity, reconciliations, allocations, and financial statements
- Maintain partner capital accounts, allocations, contributions, and distributions
- Prepare and review financial statements and supporting schedules
- Present accounting structures and reporting matters in client meetings
- Identify accounting risks and inefficiencies; recommend process improvements
- Serve as escalation point for complex accounting matters
- Support standardized accounting policies, procedures, and internal controls
Benefits
- Competitive salary commensurate with experience
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What This Job Offers
Job Type
Full-time
Career Level
Senior
