
Family Office & Accounting Manager
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Overview
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
- Oversee all accounting operations, including general ledger, financial reporting, and month-end close
- Manage and optimize accounts payable and accounts receivable (AP/AR) processes
- Ensure accuracy, compliance, and timeliness of all financial transactions
- Maintain financial records for multiple entities, including real estate holdings and related investments
Real Estate & Project Accounting
- Manage accounting for real estate assets, including tracking expenses, budgets, and cash flow
- Oversee project tracking, including budgeting, forecasting, and cost allocation
- Partner with project managers and stakeholders to ensure financial alignment across projects
- Analyze project performance and provide actionable insights
Family Office & HNW Support
- Support the financial needs of high-net-worth individuals, including reporting, budgeting, and expense tracking
- Coordinate across multiple entities, trusts, and investment structures
- Maintain confidentiality and discretion in handling sensitive financial information
Leadership & Coordination
- Supervise and manage AP/AR staff and external contractors
- Coordinate with third-party vendors, accountants, and advisors
- Drive process improvements and implement best practices across accounting operations
- Communicate effectively across stakeholders and pivot priorities as needed in a dynamic environment
Qualifications
- Bachelor's degree in Accounting, Finance, or related field (CPA preferred)
- 5+ years of accounting experience, preferably within a family office, real estate, or multi-entity environment
- Strong experience with real estate accounting and project-based financial management
- Proven experience managing AP/AR functions
- Experience supporting high-net-worth individuals or family office structures
- Demonstrated ability to manage multiple projects and priorities simultaneously
- Strong leadership skills with experience managing teams and contractors
- Excellent communication skills with the ability to adapt in a fast-paced, evolving environment
- Proficiency in accounting software (NetSuite) and Excel
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