Family Office Manager

EisnerAmper • West Palm Beach, FL

1d

About The Position

At EisnerAmper, the Family Office Manager manages multiple client engagements simultaneously and coordinates workflow with staff. The Manager develops and coaches staff, builds relationships to develop new business for the Firm, and is evaluated on management and leadership skills, work quality, meeting time constraints, and practice development. The position is primarily based in the West Palm Beach office.

The role manages accounting functions for clients and their various entities, including investment accounting and reporting, reconciliations, and review of supporting documentation. The Manager works with partners, senior managers, tax teams, and staff to address client needs, handle tax-related matters, maintain engagement economics, and provide high-quality service.

Requirements

• Bachelor’s or master’s degree in accounting or a related field, or equivalent training and experience.
• At least 6–8 years of relevant experience with increasing complexity of responsibilities.
• Strong understanding of the relationship between Family Office Services and tax work.

Nice To Haves

• Strong knowledge of U.S. GAAP and financial reporting requirements.
• Familiarity with cloud-based accounting systems, including QuickBooks, Xero, Intacct, NetSuite, Bill.com, Concur, and Expensify.
• Ability to collaborate effectively with, mentor, and develop team members.
• Strong communication and analytical skills.
• Strong time management and organizational skills.
• Valid CPA license or active progress toward obtaining one by taking and passing the Florida CPA exam.

Responsibilities

• Manage and supervise engagements and special assignments.
• Review supporting staff’s work for accuracy.
• Assist with entering, reconciling, and reporting investment strategies; review bank and brokerage statements for accurate reconciliations and expected activity; and review deposit logs to confirm deposits to the appropriate accounts.
• Maintain accounting functions for clients and their various entities.
• Keep informed of current technical developments and pending matters important to the Firm, profession, and clients.
• Support the supervision, training, and development of less experienced staff members.
• Identify non-routine accounting, investment, and tax problems in client operations; research them and develop recommendations with appropriate personnel.
• Monitor engagement realization and pursue strategies to achieve satisfactory engagement economics without sacrificing quality.
• Assist partners and senior managers with draft client billing, collections, and accounts receivable aging.
• Participate in preparing client meeting agendas and materials.
• Use sound judgment regarding items with tax implications and communicate effectively with tax teams.
• Assist partners and senior managers with organizing tax documents.
• Develop relationships to support new business development for the Firm.
• Coordinate workflow with staff across multiple client engagements.

Benefits

• Flexibility to manage workdays in support of work/life balance.
• Culture recognized with multiple “Places to Work” awards.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager