Family Office Accounting Manager
Creative Financial Staffing
Houston, TX
Our investment management client is seeking an experienced Family Office Accounting Manager to assist their family office sector of the organization along with the investment management portfolios!
Job Title: Family Office Accounting Manager
Perks of the Family Office Accounting Manager?
- Employee-owned company!
- Family office!
- Company is over 60 years old and continuing to grow!
- Great tenure – employees stay for the long-haul.
- Competitive salary and performance-based bonuses.
Family Office Accounting Manager Responsibilities:
Financial Management: Oversee day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and payroll. Prepare and review financial statements, ensuring accuracy and compliance with relevant accounting standards. Develop and maintain budgets, forecasts, and financial models to support strategic decision-making.
Reporting and Analysis: Prepare detailed financial reports, including monthly, quarterly, and annual statements. Analyze financial data to identify trends, variances, and opportunities for improvement. Provide regular updates and insights to family members and senior management.
Investment Accounting: Monitor and record investment transactions, including stocks, bonds, real estate, and alternative investments. Reconcile investment accounts and ensure accurate reporting of investment performance.
Tax Compliance: Coordinate with external tax advisors to ensure timely and accurate tax filings. Maintain knowledge of tax regulations and implement strategies to optimize tax efficiency.
Risk Management: Identify and manage financial risks, ensuring appropriate internal controls are in place. Develop and implement policies and procedures to safeguard family assets.
Client Relations: Build and maintain strong relationships with family members, providing personalized service and support. Address inquiries and provide solutions to financial and administrative challenges.
- Team Leadership: Supervise and mentor accounting staff, fostering a collaborative and high-performance culture. Conduct performance evaluations and support the professional development of team members.
- Oversees treasury functions including review of daily cash activity and journal entries, managing the short- and medium-term cash forecasting process to ensure entities have enough liquidity to fund working capital commitments and investing our cash to maximize investment returns.
Compliance: Ensure all financial activities comply with regulatory requirements and internal policies. Stay informed about changes in accounting and tax regulations, adapting practices as needed.
Family Office Accounting Manager Qualifications:
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field. An MBA, CFA, or CPA is preferred.
- Experience at a large-tier public accounting firm.
- Experience in investment management and/or client services.
- Proficient in Sage Intacct and Microsoft Excel.
- Strong understanding of payroll processes and tax regulations.
- Strong understanding of financial markets, investment principles, and economic trends.
- Excellent leadership and team management skills.
- Excellent organizational and communication skills.
- Strong attention to detail and problem-solving skills.
#INNOV2024 #LI-MG9 #LI-Onsite
MaxSalary: USD150000
MinSalary: USD120000
About the Company
Creative Financial Staffing
ABOUT US:
Creative Financial Staffing (CFS) is a leading, employee-owned staffing firm—the largest one founded by CPA firms. CFS helps companies locate, attract and hire exceptional accounting, finance & technology professionals. With three decades of experience, CFS has developed a vast network of skilled professionals and has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential.
Established in 1994, CFS today operates 30+ offices across the United States. Nationally, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire, and project support to interim management.
OVERVIEW:
Creative Financial Staffing, along with our CFS Technology Division, delivers qualified accounting, finance and technology professionals on a temporary and permanent basis across a broad range of industries. Our extensive network equips us with the resources to better understand our client’s needs, attract higher-caliber candidates, and assess their potential. We take pride in being the industry's leading employee-owned staffing firm.
100% Employee-Owned: By embracing this business model, CFS has empowered its employees to become committed owners, fostering a culture of innovation, productivity, and customer-centricity. With an engaged and empowered workforce, our customers reap the rewards.
Your Success is Our Success: Our business is all about people and personal connections, built on trust and teamwork. As employee-owners, we love what we do and we are dedicated to the success of our clients and candidates.
Highly Qualified Professionals at Every Level: We are dedicated to recruiting top accounting, finance and technology talent for our clients, from entry-level to senior professionals. Our rigorous screening process includes personal interviews, professional reference checks, and employment/degree verifications to ensure a list of quality candidates.
Personal Attention: Our clients consistently commend us for our individualized focus and service. Client and recruit satisfaction is paramount to our business, and we strive to ensure each placement is the absolute best.
Our Commitment: Our core values are the foundation of our company’s culture and success. They guide our decision-making, foster collaboration, and create a positive work environment built on transparency and accountability. At CFS, our employees embody and value: integrity, teamwork, accountability, positive mindset, disciplined, and hard work.
Career Opportunities: We are growing! CFS is always on the lookout for team-oriented, enthusiastic, entrepreneurial, and customer service-driven professionals to join our team. If this sounds like you, join us and discover what we're all about!
Headquarters:
21 Custom House St.
Suite 210
Boston, MA 02110
Interested in learning more about our current opportunities? Join our talent network today!