Manager - Family Office (CPA Firm)

PKFOD Careers•Harrison, NY

15h•Hybrid

About The Position

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally. We are seeking an experienced, client-focused and technology-driven Manager to join our growing Family Office practice. This individual will lead the delivery of comprehensive accounting, financial and administrative services to high-net-worth individuals and family office clients, manage engagement teams, and support the growth of the practice, reporting to the practice's Director(s). The ideal candidate brings experience with platforms such as Sage Intacct, QuickBooks Online and NetSuite, and a willingness to embrace next-generation tools – including AI-enabled platforms like Asseta.ai, BILL, and third-party integrations spanning payroll, sales tax and beyond.

Requirements

Must be able to work in-office a minimum of 3 days per week.
Bachelor's degree in Accounting from an accredited college or university required.
7+ years of progressive experience in public accounting, advisory or a family office environment preferred.
Strong experience working with high-net-worth individuals and complex entities.
Deep knowledge of partnership accounting, investments and financial reporting.
Proven leadership and team management experience.
Strong communication, interpersonal and client relationship management skills.
Demonstrated ability to manage multiple engagements and deadlines effectively.
Currently authorized to work in the United States.

Nice To Haves

CPA license preferred.
Exposure to multi-entity family office structures.
Hands-on experience with accounting and operational platforms common in the family office space, including Sage Intacct, QuickBooks Online (QBO) and NetSuite; familiarity with modern fintech tools such as Asseta.ai and BILL, as well as third-party integrations for payroll and sales tax, is a plus.
Experience coordinating with tax, legal and investment advisors.
Background in family office operations, wealth management or outsourced accounting services, with demonstrated comfort operating within a tech-forward, AI-enhanced service delivery model.
Demonstrated experience or strong interest in evaluating and adopting AI tools, automation workflows and emerging fintech/proptech solutions in a client-facing accounting environment.
Prior Asseta.ai experience is a plus, not a prerequisite.

Responsibilities

Oversee accounting and reporting, financial management and advisory services for family office clients with complex financial structures including partnerships, trusts and investment entities.
Review and analyze financial statements, general ledger activity, cash flow projections, budgets and reporting packages.
Serve as a primary point of contact for assigned clients, ensuring high-quality service and responsiveness.
Coordinate with tax, advisory and other service lines to deliver integrated solutions.
Oversee onboarding of new clients and ensure seamless implementation, including configuration and adoption of technology platforms such as QuickBooks Online, Sage Intacct and NetSuite, with openness to deploying emerging tools like Asseta.ai and BILL.
Provide strategic financial guidance and operational support to clients and their advisors.
Lead, mentor and develop a team of Supervisors, Senior Accountants and Staff Accountants.
Review work product and ensure quality control across engagements.
Provide training and guidance on technical accounting matters, including adoption of AI-assisted workflows and cloud-based platforms.
Assist with resource planning and workflow management across a portfolio of family office engagements.
Foster a collaborative, client-focused culture within the Family Office Services practice.
Support staff development through coaching, performance feedback and career mentoring.
Build and maintain strong client relationships.
Identify opportunities to expand services within existing accounts.
Participate in business development initiatives, networking and thought leadership activities.
Support proposals, presentations and meetings with prospective clients.
Assist practice leadership with strategic growth initiatives and market expansion efforts.
Apply strong knowledge of GAAP, partnership accounting and investment accounting, along with a working knowledge of taxes.
Oversee accounting for investments and alternative investments, including private equity, hedge funds and real estate.
Ensure compliance with relevant accounting standards and internal firm policies.
Stay current on industry trends and regulatory changes affecting family offices and high-net-worth clients.
Review complex reconciliations, consolidations and multi-entity financial reporting structures.
Evaluate and implement accounting software and workflow tools within the Family Office Services practice.
Support the firm's AI-driven service delivery model, engaging with next-generation platforms such as Asseta.ai for real estate and investment asset tracking.
Oversee AP/AR workflows using tools such as BILL, optimizing best practices for payment processing, vendor management and approval workflows.
Manage client environments across core accounting platforms including QuickBooks Online, Sage Intacct and NetSuite for multi-entity family office structures, ensuring data integrity and intercompany eliminations.
Identify and implement AI tools and automation to enhance reporting accuracy, reduce manual processing and free staff capacity for higher-value advisory work.
Stay current on emerging fintech solutions relevant to family offices and high-net-worth clients.