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Financial Manager Accounting & Finance Wealth Management

Hybrid Senior Family Office & Client Services Lead

Job in Fort Lauderdale, Broward County, Florida, 33336, USA
Listing for: Search Group Solutions
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Manager, Accounting & Finance, Wealth Management
Job Description & How to Apply Below
A financial services firm in Fort Lauderdale is looking for a Family Office Manager to manage client relationships and oversee accounting services. The role involves onboarding clients, preparing financial reports, and providing analysis related to taxes and estate planning. Candidates should have a strong attention to detail, a CPA certification, and at least 5-8 years of experience in individual finance.

The position offers a hybrid work model for flexibility plus excellent professional growth opportunities.
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Position Requirements
10+ Years work experience
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