CPA firm seeking an experienced, client-focused, and technology-driven Director to join our growing Family Office practice. This individual will lead the delivery of comprehensive accounting, financial, and administrative services to high-net-worth individuals and family office clients, while managing a team and contributing to the growth of the practice.
The ideal candidate brings deep experience with platforms such as Sage Intacct, QuickBooks Online, and NetSuite, and possesses the curiosity and drive to embrace next-generation tools — including AI-enabled platforms like Asseta.ai, BILL, and third-party integrations spanning payroll, sales tax, and beyond — as part of a forward-thinking, tech-driven service model.
Job Responsibilities
Oversee accounting and reporting, financial management and advisory services for family office clients with complex financial structures including partnerships, trusts, and investment entities.
Review and analyze financial statements, general ledger activity, cash flow projections and budgets and reporting packages.
Serve as a primary point of contact for clients, ensuring high-quality service and responsiveness.
Coordinate with tax, advisory and other service lines to deliver integrated solutions.
Oversee onboarding of new clients and ensure seamless implementation processes, including configuration and adoption of technology platforms such as QuickBooks Online, Sage Intacct, and NetSuite, with openness to deploying emerging tools like Asseta.ai, BILL, and integrated third-party solutions for payroll, sales tax, and related functions as part of the firm’s evolving tech stack.
Provide strategic financial guidance and operational support to clients and their advisors.
Numbers & Facts
Location
Woburn, MA
Job Type
Full-time
Salary
$165,000–$210,000 Per Year
Qualifications
Must be able to work in-office a minimum of 3 days per week.
10+ years of progressive experience in public accounting or family office environment.
Strong experience working with high-net-worth individuals and complex entities.
Deep knowledge of partnership accounting, investments, and financial reporting.
Proven leadership and team management experience.
Exposure to multi-entity family office structures.
Background in family office operations, wealth management, or outsourced accounting services, with demonstrated comfort operating within a tech-forward, AI-enhanced service delivery model.
Demonstrated experience or strong interest in evaluating and adopting AI tools, automation workflows, and emerging fintech/proptech solutions in a client-facing accounting environment.
About Company
Top 100 CPA firm
Skills
Accountingunmatched
Administrative Skillsunmatched
Artificial Intelligence (AI)unmatched
Certified Public Accountant (CPA)unmatched
Customer Relationsunmatched
Financial Administrationunmatched
Financial Servicesunmatched
High Net Worthunmatched
Intuit Quickbooksunmatched
NetSuiteunmatched
Payroll Taxunmatched
Sales Taxunmatched
Team Lead/Managerunmatched
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