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Plante Moran · 5 months ago

Family Office Accounting Manager

Denver Tech Center

Full-time

Hybrid

Senior Level

$8,416.67/mo - $12,625/mo

5+ years exp

Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms, known for its inclusive culture and commitment to employee growth. The Family Office Accounting Manager will be responsible for preparing financial statements, overseeing the month-end close process, managing client relationships, and leading staff while ensuring clarity and timely feedback.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management

Growth Opportunities

No H1B

Responsibilities

Preparation of balance sheets, income statements, and statements of cash flow for individuals, trusts, and family entities

Performing or overseeing the month-end close process, including the following accounting functions:

Transaction data entry

Accounts payable

Journal entries

General ledger review

Recording and reconciling bank and investment accounts

Full balance sheet reconciliation

Final review of client deliverables

Consolidated financial package preparation

Main point of client contact, and handling miscellaneous client requests

Client cash management

Understanding of basic estate planning concepts

Managing staff workloads

Tracking time across multiple clients/jobs

Preparing budgets

Coordinating with tax professionals to support tax return preparation and payments

Leading new pursuit opportunities – preparing budgets and proposals, meeting with prospects to deliver proposal, preparing engagement letters

Setting goals and objectives for Staff and Seniors

Providing clarity, applying critical thinking skills, being decisive and timely in response to inquiries both external and internal

Giving frequent, specific, and immediate feedback to team members

Being a technical resource

Client billing and understanding of engagement job metrics

Qualification

Accounting degreeBookkeeping knowledgeFinancial statement preparationBill.comQuickBooksMicrosoft ExcelClient managementTeam leadershipCritical thinkingCommunication skills