Associate Director, Personal CFO Services
About The Position
Associate Director, Personal CFO Services To Apply Now – email your resume to [email protected] Who: Senior accounting professionals with 8–12+ years of partnership or complex entity accounting experience and strong Sage Intacct expertise. What: Lead complex partnership, trust, and multi-entity accounting for ultra-high-net-worth family structures within a Personal CFO Services environment. When: Full-time leadership role within an expanding team. Where: Hybrid or remote flexibility (details shared during interview process). Why: Join a growing Personal CFO Services team and oversee sophisticated family office accounting structures in a high-impact, high-visibility role. Salary: Competitive and commensurate with experience (details provided during interview process). Role Overview 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. Associate Director leading partnership accounting and Sage Intacct operations for ultra-high-net-worth family office structures.
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
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What This Job Offers
Job Type
Full-time
Career Level
Director
