Financial Consulting Supervisor - Family Office

RSM•Boston, NY

16h•Hybrid

About The Position

RSM’s Finance as a Service (FaaS) practice is seeking a Supervisor to join its Family Office Accounting Team. The practice provides accounting, technology, and consulting services to family offices, family enterprises, and complex ownership structures, including investment entities, trusts, foundations, and operating businesses. The team serves as an extension of clients’ accounting and finance functions and uses a cloud-based technology stack in a collaborative environment. This hands-on role supports private clients, investment entities, and complex ownership structures. The Supervisor serves as a key client contact, manages and coaches global team members, and oversees accounting, reporting, and period-end close work across multiple legal entities. The role also supports client onboarding, engagement planning, process improvement, technology adoption, and business development. Most RSM roles follow a hybrid workstyle, with team members aligned to an RSM office and meeting in person when useful for clients, teams, development, or relationship-building; some roles may be virtual or primarily on-site based on role requirements and needs.

Requirements

Bachelor's degree in Accounting or Finance.
Excellent written and oral communication skills, including proactive communication and discretion when handling confidential financial information.
Strong analytical, decision-making, organizational, and time-management skills.
Ability to independently manage multiple client priorities in a dynamic, fast-paced environment.
Experience supporting private clients and/or high-net-worth individuals.
Strong understanding of U.S. federal and state income tax principles as they relate to high-net-worth individuals, trusts, partnerships, and investment entities.
Proficiency with Microsoft Office, including Word, Excel, and Outlook.

Nice To Haves

Exposure to investment accounting, partnership allocations, investment entities, and complex ownership structures.
Experience preparing and reviewing accounting write-up work and financial statements.
Experience with automated accounting and reporting systems such as Sage Intacct, NetSuite, BlackLine, Ramp, or BILL.
Experience with Addepar or Masttro.
CPA preferred, but not required.

Responsibilities

Serve as a key point of contact for clients and their advisors on accounting, reporting, tax-related information requests, and other family office needs.
Lead, manage, and coach global team members, including client service representatives, associates, and senior associates.
Support period-end close processes across multiple legal entities, including reviewing journal entries, account reconciliations, intercompany activity, partnership allocations, capital account activity, and investment and capital-related transactions.
Review financial statements, management reports, and investment-related reporting across multiple entities, including entity-level and consolidated reporting, period-over-period variance analysis, and actual-to-budget analysis.
Identify opportunities to improve client service, strengthen relationships, expand services, and enhance operational efficiencies, internal controls, and reporting processes.
Use and promote emerging technologies, automation tools, AI-enabled solutions, and the firm's technology stack to improve accounting, reporting, and period-end close efficiencies.
Define and document repeatable methodologies, procedures, and templates for use across client engagements.
Assist with engagement budgeting and resource planning, and monitor project progress, timelines, and overall engagement performance.
Participate in assessments, implementations, and onboarding for new clients, including learning about legal entity structures, investment holdings, reporting requirements, and service-provider relationships.
Collaborate with tax, investment, legal, and other advisors to deliver integrated family office services.
Participate in business development activities, prospective client meetings, and proposal processes for family office and family enterprise opportunities.