Family Office Accounting Manager
Alliance Resource GroupIrvine, CA
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Job Description
Our client is seeking a Family Office Accounting Manager to manage the personal entities of the CEO. The ideal candidate will act as a trusted financial partner, ensuring accuracy, compliance, and strategic financial organization.Responsibilities include but are not limited to:Financial Management & Reporting
- Manage day-to-day personal accounting, including accounts payable/receivable and cash flow tracking*
- Prepare monthly, quarterly, and annual financial statements and net worth reports*
- Reconcile bank, credit card, and investment accounts
- Coordinate preparation and filing of personal, trust, and entity tax returns*
- Work closely with external CPAs, tax advisors, and legal counsel*
- Track estimated tax payments and ensure timely compliance
- Monitor investment accounts and coordinate with wealth managers*
- Track performance, capital gains/losses, and asset allocations*
- Maintain records for real estate holdings, private investments, and other assets
- Create and manage personal and household budgets*
- Oversee large purchases, recurring expenses, and lifestyle costs*
- Identify opportunities for efficiency and cost optimization
- Maintain organized and secure financial records (digital and physical)*
- Ensure strict confidentiality of all financial and personal information*
- Support audits, financial reviews, and special projects as needed
- Bachelors degree in Accounting, Finance, or related field*
- 5+ years of accounting experience, preferably supporting HNW individuals or family offices*
- Previous experience supporting HNW individuals or family offices*
- Strong knowledge of accounting principles, tax regulations, and financial reporting*
- High proficiency in accounting software (e.g., QuickBooks, Excel, personal finance platforms)
- CPA or equivalent certification*
- Experience in Real Estate transactions and management of lessees *
- Experience with trusts, estates, and multi-entity structures*
- Experience in dealing with complex LLC structures *
- Familiarity with investment reporting and real estate accounting
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FAQs About Family Office Accounting Manager Jobs at Alliance Resource Group
What is the work location for this position at Alliance Resource Group?
This job at Alliance Resource Group is located in Irvine, CA, 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 Alliance Resource Group?
Employer has not shared pay details for this role.
What employment applies to this position at Alliance Resource Group?
The employer has not provided this information. This may be discussed during the hiring process.
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