EisnerAmper · 4 days ago
Family Office Manager
West Palm Beach, FL
Full-time
Onsite
Senior Level
6+ years expEisnerAmper is one of the largest accounting, tax, and business advisory firms, and they are seeking a Family Office Manager to manage multiple client engagements while developing and coaching staff. The role involves overseeing accounting functions, ensuring accuracy, and maintaining client relationships to foster new business opportunities.
AccountingAdviceConsultingFinanceFinancial ServicesOutsourcing
Responsibilities
Assumes full responsibility for managing and supervising engagements and special assignments
Reviews supporting staff’s work for accuracy
Assists with the entering, reconciling and reporting of various investment strategies; reviews bank and brokerage statements for accurate reconciliations and expected activity; reviews deposit logs to confirm proof of deposit to appropriate account. Responsible for maintaining the accounting functions of the client and their various entities
Demonstrates a high level of technical proficiency. Keeps informed of current technical developments and pending matters important to the Firm, the profession and clients
Participates in the supervision, training and development of less experienced staff
Recognizes non-routine accounting, investment and tax problems in client operations and after researching develops recommendations for solutions with appropriate personnel
Monitors the realization of engagements and pursues 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
Qualification
Required
Bachelors 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 QuickBooks, Xero, Intacct, NetSuite, Bill.com, Concur, Expensify
Strong understanding of the relationship between Family Office Services work and tax work
Preferred
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 towards obtaining the license by taking and passing the Florida CPA exam is preferred
Company
EisnerAmper
EisnerAmper is a full-service advisory and accounting firm that offers audit, accounting, advisory, consulting, and tax services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
TowerBrook Capital PartnersDeutsche Bank Securities
2021-08-02Private Equity
2021-08-02Debt Financing
Leadership Team
S
Sanjay Desai
Partner and Chief Technology Officer
Jennifer Cuello
Partner
Recent News
PR Newswire
2026-01-16
2026-01-05
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