Family Office Manager

EisnerAmper•West Palm Beach, FL

7d•Onsite

About The Position

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. As a member of the Family Office team, the Manager is responsible for managing multiple client engagements simultaneously and works with staff to coordinate workflow. A Manager develops and coaches staff and establishes relationships to develop new business for the Firm. Performance is judged based on management and leadership skills, quality of work, ability to meet time constraints and practice development. This position will be predominantly in office.

Requirements

Bachelors or Master’s degree in accounting or related field, or equivalent training and experience.
At least 6-8 years experience demonstrating a progression in complexity of responsibilities.
Good knowledge of U.S. GAAP and financial reporting
Familiarity with cloud based accounting systems including QuickBooks, Xero, Intacct, NetSuite, Bill.com, Concur, Expensify
Strong understanding of the relationship between Family Office Services work and tax work.

Nice To Haves

Ability to work with and develop team members.
Team player with strong communication and analytical skills.
Strong time management and organizational skills.
Either hold a current and valid CPA license, or working towards obtaining the license by taking and passing the Florida CPA exam is preferred.

Responsibilities

Assumes full responsibility for managing and supervising engagements and special assignments.
Reviews supporting staff’s work for accuracy.
Assists with the entering, reconciling and reporting of various investment strategies; reviews bank and brokerage statements for accurate reconciliations and expected activity; reviews deposit logs to confirm proof of deposit to appropriate account. Responsible for maintaining the accounting functions of the client and their various entities.
Demonstrates a high level of technical proficiency. Keeps informed of current technical developments and pending matters important to the Firm, the profession and clients.
Participates in the supervision, training and development of less experienced staff.
Recognizes non-routine accounting, investment and tax problems in client operations and after researching develops recommendations for solutions with appropriate personnel.
Monitors the realization of engagements and pursues strategies to provide satisfactory engagement economics without sacrificing quality.
Assist partners and senior managers on draft client billing, manage collections and AR aging.
Participate with preparation client meeting agenda and materials.
Make good judgement on items that have tax implication and communicate efficiently and effectively with tax teams about the same.
Assist partners and senior managers to stay on top of organizing tax documents.