Family Office Manager

Overview

At Eisner Amper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
• You will have the flexibility to manage your days in support of our commitment to work/life balance
• You will join a culture that has received multiple top “Places to Work” awards

We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions. We understand that embracing our differences is what unites us as a team and strengthens our foundation. Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work.

• Assume full responsibility for managing and supervising engagements and special assignments.
• Review supporting staff’s work for accuracy.
• Assist with entering, reconciling, and reporting of various investment strategies; review bank and brokerage statements for accurate reconciliations and expected activity; review deposit logs to confirm proof of deposit to appropriate account. Responsible for maintaining the accounting functions of the client and their various entities.
• Demonstrate a high level of technical proficiency. Keep informed of current technical developments and pending matters important to the Firm, the profession and clients.
• Participate in the supervision, training and development of less experienced staff.
  
  Recognize non-routine accounting, investment and tax problems in client operations and after researching develop recommendations for solutions with appropriate personnel.
• Monitor the realization of engagements and pursue strategies to provide satisfactory engagement economics without sacrificing quality.
• Assist partners and senior managers on draft client billing, manage collections and AR aging.
• Participate with preparation client meeting agenda and materials.
• Make good judgement on items that have tax implication and communicate efficiently and effectively with tax teams about the same.
• Assist partners and senior managers to stay on top of organizing tax documents.

• Bachelor’s or Master’s degree in accounting or related field, or equivalent training and experience.
• At least 6-8 years experience demonstrating a progression in complexity of responsibilities.
• Good knowledge of U.S. GAAP and financial reporting.
• Familiarity with cloud based accounting systems including Quick Books, Xero, Intacct, Net Suite, , Concur, Expensify.
• Strong understanding of the relationship between Family Office Services work and tax work.

Preferred/Desired Qualifications

• Ability to work with and develop team members.
• Team player with strong communication and analytical skills.
• Strong time management and organizational skills.
• Either hold a current and valid CPA license, or working toward obtaining the license by taking and passing the Florida CPA exam is preferred.

West Palm Beach

Eisner Amper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

Preferred location:
West Palm Beach