Cyperus Group LLC · 4 hours ago
Family Office Accounting Manager
Fort Lauderdale, FL
Full-time
Onsite
Senior Level
$130K/yr - $150K/yr
5+ years expCyperus Group LLC is a leading wealth advisory and family office platform seeking a Family Office Manager to join its Personal CFO Services team. The role involves serving as the primary relationship manager for high-net-worth individuals, delivering comprehensive accounting, financial, and operational support across complex personal and entity structures.
Hiring Manager
Nicholas Monteschio
Responsibilities
Onboard new clients by establishing financial reporting processes, charts of accounts, and vendor/household relationships
Provide core accounting services, including journal entries, payroll oversight, investment reporting, and reconciliation of client financial data across multiple entities
Research and resolve discrepancies in financial statements and reporting
Prepare customized financial reports and analyses for individuals and related entities
Monitor and coordinate cash management activities
Support internal teams through review of reconciliations and final deliverables
Prepare year-end reporting, including 1099 tracking and coordination
Maintain records related to charitable contributions, gifting, cost basis, and other tracking schedules
Review and approve bill payment processing
Reconcile bill pay accounts and research discrepancies
Generate and compile recurring bill payment and expense reports
Serve as primary day-to-day contact for client communications and project coordination
Identify, manage, and resolve client issues across multiple concurrent relationships
Prepare client meeting materials and lead meetings as appropriate
Respond to inquiries from external advisors, including wealth managers, CPAs, and attorneys
Provide financial data and analysis to support tax, estate, and charitable planning
Manage and execute special projects as needed
Provide day-to-day oversight of assigned client service teams
Train and mentor new team members on policies, procedures, and best practices
Ensure accountability, quality control, and timely delivery of client work
Qualification
Required
Bachelor's degree in Accounting or a related field required
CPA certification and prior public accounting experience strongly preferred
5–8 years of experience working with individual and family finances, including investments and related entities
General understanding of trusts, foundations, estate planning concepts, and related tax considerations
Strong working knowledge of general ledger accounting, accounts payable, payroll, income tax concepts, investments, and banking
Proven ability to operate in a dynamic, deadline-driven environment with strong attention to detail
Company
Cyperus Group LLC
The Cyperus plant isn’t flashy. It doesn’t bloom brightly or tower above others.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase