Associate Director, Personal CFO Services

Associate Director, Personal CFO Services

Who: Senior accounting professionals with 8–12+ years of partnership or complex entity accounting experience and strong Sage Intacct expertise.

What: Lead complex partnership, trust, and multi-entity accounting for ultra-high-net-worth family structures within a Personal CFO Services environment.

When: Full-time leadership role within an expanding team.

Where: Hybrid or remote flexibility (details shared during interview process).

Why: Join a growing Personal CFO Services team and oversee sophisticated family office accounting structures in a high-impact, high-visibility role.

Salary: Competitive and commensurate with experience (details provided during interview process).

Role Overview

The Associate Director is a senior, hands-on accounting leader responsible for overseeing complex partnership, trust, and entity accounting. This role requires deep technical expertise, strong judgment, and the ability to independently manage intricate accounting workstreams in a fast-paced, high-expectations environment.

Key Responsibilities

• Oversee partnership, trust, and complex entity accounting for ultra-high-net-worth family structures

• Serve as subject-matter expert for Sage Intacct, including chart of accounts design and dimensional reporting

• Lead Sage implementations, system conversions, and client onboarding initiatives

• Review general ledger activity, reconciliations, allocations, and financial statements

• Maintain partner capital accounts, allocations, contributions, and distributions

• Prepare and review financial statements and supporting schedules

• Present accounting structures and reporting matters in client meetings

• Identify accounting risks and inefficiencies; recommend process improvements

• Serve as escalation point for complex accounting matters

• Support standardized accounting policies, procedures, and internal controls

Qualifications

Required

• Bachelor’s degree in Accounting, Finance, or related field

• CPA strongly preferred

• 8–12+ years of partnership, family office, public accounting, fund administration, or complex entity accounting experience

• Deep technical knowledge of partnership accounting and financial reporting

• Hands-on experience with Sage Intacct or similar enterprise accounting systems

• Strong analytical skills and exceptional attention to detail

• Ability to independently manage multiple complex workstreams

Preferred

• Experience supporting ultra-high-net-worth families and multi-entity structures

• Experience with accounting system implementations or data transitions

• Strong written and verbal communication skills

Associate Director leading partnership accounting and Sage Intacct operations for ultra-high-net-worth family office structures.

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