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Accounting Manager - Family Office

The Quest OrganizationStamford, CT

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Overview

Remote
On-site

Job Description

Family Office & Accounting Manager

?We are seeking a highly organized and adaptable Family Office & Accounting Manager to oversee accounting and financial operations across a diverse portfolio, with a strong emphasis on real estate investments and project-based accounting. This hands-on role will support high-net-worth individuals and manage multiple entities while partnering with internal teams, vendors, and external advisors.

Responsibilities:

  • Oversee day-to-day accounting operations, including general ledger, month-end close, and financial reporting
  • Manage AP/AR processes and ensure accuracy and timeliness of transactions
  • Maintain accounting records for multiple entities, real estate holdings, and investments
  • Track project budgets, forecasts, expenses, and cash flow across active developments and initiatives
  • Partner with project managers and stakeholders to ensure financial alignment and reporting accuracy
  • Support family office financial activities, including budgeting, reporting, and expense tracking for high-net-worth individuals
  • Coordinate with external accountants, vendors, advisors, and contractors
  • Supervise AP/AR staff and help improve accounting processes and controls
  • Prepare financial analyses and provide actionable insights to leadership
  • Maintain strict confidentiality and adapt to shifting priorities in a fast-paced environment

Qualifications:

  • Bachelor’s degree in Accounting, Finance, or related field; CPA preferred
  • 5+ years of accounting experience in a family office, real estate, or multi-entity environment
  • Strong real estate and project accounting experience
  • Experience managing AP/AR functions and financial operations
  • Familiarity supporting high-net-worth individuals and complex entity structures
  • Strong organizational and multitasking skills with the ability to manage competing priorities
  • Proven leadership and team management experience
  • Excellent communication and interpersonal skills
  • Proficiency with NetSuite and advanced Excel skills preferred 

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FAQs About Accounting Manager - Family Office Jobs at The Quest Organization

What is the work location for this position at The Quest Organization?
This job at The Quest Organization is located in Stamford, CT, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at The Quest Organization?
Employer has not shared pay details for this role.
What employment applies to this position at The Quest Organization?
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