Company DescriptionLifeLine Financial Group is a boutique multi-family office focused on supporting globally dynamic families as they build and sustain generational wealth. We serve founders, athletes, entertainers, and cultural leaders, providing integrated financial services that encompass financial management, cash-flow oversight, tax strategy, wealth management, estate planning, and risk management. With offices in Beverly Hills, Denver, and Houston, we bring structure and strategic decision-making to our clients' financial lives. Our mission is to guide families in converting momentum into lasting wealth, independence, and impactful legacies.Position OverviewWe are looking for a high-performing Accounting Manager who wants more than just tax compliance work. This is an opportunity to step into a visible, client-facing role advising professional athletes, content creators, entrepreneurs, and other high-net-worth individuals. You'll play a key role in growing client relationships and work directly with clients and other decision-makers to influence tax strategy, participate in long-term financial planning, and provide them with day-to-day financial support. If you're someone who takes ownership of your work, thinks strategically, and is detailed oriented, this role is built for you.What You'll DoAct as a trusted advisor to high-profile clientsPrepare budgets and present annual financial reviews to clientsCoordinate tax filing and compliance for individuals and closely held businessesIdentify tax savings opportunities and proactively bring ideas to clientsPrepare and distribute monthly financial reporting and spending updatesPerform daily bookkeeping for clients' personal and business accountsProcess invoices and payment requests on an ongoing basisWhat Sets This Role ApartDirect exposure to high-net-worth clients with an opportunity to build relationshipsOpportunity to tackle complex financial situationsSignificant autonomy and influence over client strategyCollaborate with other highly skilled professionals including CPAs, CFP, and JDsQualificationsActive CPA license (non-negotiable)7-10 years of public accounting experienceStrong tax background across individuals, S-corps, and partnershipsExperience working with high-net-worth clientsAbility to think beyond compliance and provide strategic insightStrong client presence and communication skillsPreferred (But Not Required)Experience with tax compliance for professional athletes including Duty Day calculations and non-resident/spilt-year state returnsFinancial planning experience, especially with a CFP certificationManagement experience including detail review and staff training & development#J-18808-Ljbffr