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Family Office & Accounting Manager

SunEnergy1Stamford, CT

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Overview

Schedule
Full-time
Education
Bachelor's/Undergraduate Degree
CPA
Career level
Director

Job Description

We are seeking a highly organized and adaptable Family Office & Accounting Manager to oversee financial operations across a diverse portfolio, with a strong emphasis on real estate investments and project-based accounting. This role requires a hands-on leader who can manage day-to-day accounting functions while supporting high-net-worth individuals and coordinating with internal teams and external contractors.

Key Responsibilities

Accounting & Financial Management

  1. Oversee all accounting operations, including general ledger, financial reporting, and month-end close
  2. Manage and optimize accounts payable and accounts receivable (AP/AR) processes
  3. Ensure accuracy, compliance, and timeliness of all financial transactions
  4. Maintain financial records for multiple entities, including real estate holdings and related investments

Real Estate & Project Accounting

  1. Manage accounting for real estate assets, including tracking expenses, budgets, and cash flow
  2. Oversee project tracking, including budgeting, forecasting, and cost allocation
  3. Partner with project managers and stakeholders to ensure financial alignment across projects
  4. Analyze project performance and provide actionable insights

Family Office & HNW Support

  1. Support the financial needs of high-net-worth individuals, including reporting, budgeting, and expense tracking
  2. Coordinate across multiple entities, trusts, and investment structures
  3. Maintain confidentiality and discretion in handling sensitive financial information

Leadership & Coordination

  1. Supervise and manage AP/AR staff and external contractors
  2. Coordinate with third-party vendors, accountants, and advisors
  3. Drive process improvements and implement best practices across accounting operations
  4. Communicate effectively across stakeholders and pivot priorities as needed in a dynamic environment

Qualifications

  1. Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
  2. 5+ years of accounting experience, preferably within a family office, real estate, or multi-entity environment
  3. Strong experience with real estate accounting and project-based financial management
  4. Proven experience managing AP/AR functions
  5. Experience supporting high-net-worth individuals or family office structures
  6. Demonstrated ability to manage multiple projects and priorities simultaneously
  7. Strong leadership skills with experience managing teams and contractors
  8. Excellent communication skills with the ability to adapt in a fast-paced, evolving environment
  9. Proficiency in accounting software (NetSuite) and Excel

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FAQs About Family Office & Accounting Manager Jobs at SunEnergy1

What is the work location for this position at SunEnergy1?
This job at SunEnergy1 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 SunEnergy1?
Employer has not shared pay details for this role.
What employment applies to this position at SunEnergy1?
SunEnergy1 lists this role as a Full-time position.
What experience level is required for this role at SunEnergy1?
SunEnergy1 is looking for a candidate with "Director" experience level.
What education level is required for this job?
The education requirement for this position includes Bachelor's/Undergraduate Degree and CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What is the process to apply for this position at SunEnergy1?
You can apply for this role at SunEnergy1 either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.