Accounting Manager - Family Office

The Quest Organization

Stamford, CT

JOB DETAILS
LOCATION
Stamford, CT
POSTED
6 days ago

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 

About the Company

T

The Quest Organization

For over 30 years, The Quest Organization and its related entities have been a highly respected leader in Executive Search and Business Advisory Services, taking a holistic approach to finding not only the most talented individuals for “C” level executives and Middle Management Professionals, but making sure that our clients have truly defined their need both from a technical perspective and an overall “fit perspective. The hallmark of our success is the extraordinary experience and business acumen of our professional staff with a combined 50+ years of achievements in Executive Search and Advisory Services.
With backgrounds as CPAs in the Big “4″ and as financial professionals in industry, we are uniquely positioned to provide our clients with meaningful hiring recommendations, grounded in a thorough understanding of their overall business including their operations, finance, accounting, human capital and sales.

Our staff through their daily transactions in the employment marketplace and extensive participation in regional business organizations, is well positioned to provide candidates from mid level to CEO’s with insightful advice on career planning and positioning. Every candidate that we represent, benefits from a comprehensive interview to ensure they are considered for appropriate opportunities which match their capabilities, experience, desired compensation and quality of life attributes. We are known to provide the most meticulous interview preparation and follow through in the industry.

COMPANY SIZE
10 to 19 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1985
WEBSITE
http://www.questorg.com