Manager, Family Office Transition & Technology Transformation
About The Position
The Family Office Transition & Technology Transformation Manager is a client-facing consulting role focused on supporting the design and execution of future-state accounting operations for family office clients. This individual plays a key role in assessing current environments, contributing to solution design, and helping drive client transitions from fragmented processes to scalable, integrated operating models. This role balances hands-on involvement in discovery, design support, and execution coordination, while building deeper expertise in family office structures and technology transformation.
Requirements
- Bachelor’s degree in accounting required or equivalent working experience
- Minimum of 6 years of experience in family office accounting, outsourcing accounting, or consulting environments
- Strong pre existing knowledge of family office entity structures, ownership, intercompany, and investment accounting
- Experience with technology implementations, system integrations, and process redesign in complex multi entity environments
Nice To Haves
- Familiarity with investment systems (e.g., Addepar, Black Diamond)
- CPA or equivalent credential
Responsibilities
- Support discovery engagements to assess client technology, processes, controls, and entity structures
- Contribute to future-state design, including: GL and accounting system structure, AP and expense workflows, investment accounting processes and reporting frameworks
- Assist in building transition roadmaps, including sequencing and dependencies
- Help execute transition plans and coordinate with delivery teams
- Ensure documentation and knowledge transfer for post-transition support
- Support system selection and implementation efforts (e.g., Sage Intacct)
- Identify process gaps and inefficiencies and recommend improvements
- Assist in documenting workarounds for system limitations
- Contribute to standardizing accounting and operational processes
- Identify opportunities for automation and workflow improvements
- Apply working knowledge of multi-entity structures (operating, investment, trusts) and intercompany relationships and ownership structures
- Support investment accounting processes, reconciliations, and reporting
- Gain familiarity with platforms like Addepar and Black Diamond
- Support client communications and help explain recommendations
- Work closely with Senior Managers and delivery teams
- Help manage timelines, risks, and execution details
- Assist in developing templates, tools, and documentation
- Support knowledge sharing and team development
- Contribute to improving transition processes
Benefits
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
