FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex client relationships and financial operations, with a strong focus on high-net-worth individuals and family office practices. Proficient in financial reporting, general ledger accounting, and team leadership, fostering collaboration and process improvements.
Highest-signal resume keywords
Client Relationship ManagementFinancial ReportingTeam LeadershipBusiness DevelopmentGeneral Ledger Accounting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingGeneral Ledger AccountingCash ManagementInvestment ReportingTrust and Estate AccountingProcess ImprovementResource PlanningCapacity ManagementSage IntacctMicrosoft Excel
Soft Skills
Excellent CommunicationRelationship BuildingMentoringCollaborationProblem Solving
Certifications & Qualifications
CPACFP
Industry Keywords
Family OfficeHigh-Net-Worth IndividualsMulti-Entity StructuresBusiness DevelopmentFinancial Operations
About the role
Key responsibilities & impact- Serve as the primary client liaison, developing strong, trusted relationships with high-net-worth individuals and family stakeholders
- Read, prioritize, and respond to client and vendor communications; ensure timely and appropriate follow-up
- Coordinate and participate in client meetings; lead discussions on financial performance, reporting, and planning needs
- Support business development efforts and contribute to the growth of the Family Office practice
- Review and approve client invoices and ensure timely bill payments through accounting systems
- Oversee and validate wire transfers for accuracy, completeness, and timeliness
- Review general ledgers, bank reconciliations, and cash flow statements for accuracy and completeness
- Prepare or review financial statements and deliver high-quality reporting packages
- Review annual 1099 filings, payroll tax returns, and year-end tax packages prepared for tax partners
- Review and support filings for city business licenses, Secretary of State Statements of Information, and Business Personal Property returns
- Work closely with team members to prepare supporting documentation for tax examinations and audits
- Collaborate with property & casualty insurance brokers, including review of coverage, renewals, and workers’ compensation audits
- Assist with client medical insurance reimbursement processes, as needed
- Communicate with team members and vendors to resolve billing inquiries
- Lead or contribute to client-requested projects such as real estate acquisitions or leases, insurance policy reviews, loan applications, investment subscription documents, and other personal or family office matters
- Identify process improvement opportunities and enhancements to client service delivery
- Supervise, mentor, and develop team members, providing feedback, coaching, and support for professional growth
- Manage team capacity, delegate work effectively, and foster a collaborative, high-trust environment
- Promote best practices, quality control, and adherence to firm processes and standards
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
- Minimum of 8 years of progressive accounting experience
- Direct experience serving family office clients and supporting high-net-worth individuals, families, or multi-entity structures
- Minimum of 3 years of supervisory or leadership experience, including experience managing and developing Managers or other team leaders
- Experience overseeing a portfolio of complex client relationships and engagements
- Experience with resource planning, capacity management, delegation, and quality oversight
- Strong understanding of general ledger accounting, financial reporting, cash management, and financial operations
- Ability to manage multiple clients and deliver high-quality work under deadlines
- Excellent communication skills and the ability to build trusted relationships with clients, external advisors, and internal teams
- Experience contributing to business development, practice growth, or revenue-related activities
- Advanced proficiency in Microsoft Excel
- Sage Intacct experience
- CPA, CFP, or another relevant professional designation
- Experience with investment reporting, alternative investments, trust and estate accounting, or complex entity structures
- Strong business and operational acumen
- Experience recommending process improvements and implementing scalable practices
- Experience collaborating with external advisors, including tax, legal, insurance, banking, and investment professionals
Benefits
Comp & perks- Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules
- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays