Manager - Family Office (CPA Firm)

About PKF OConnor Davies

PKF OConnor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF Global Network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF OConnor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF OConnor Davies is the place for you!

We are seeking an experienced, client-focused and technology-driven Manager to join our growing Family Office practice. This individual will lead the delivery of comprehensive accounting, financial and administrative services to high-net-worth individuals and family office clients, manage engagement teams, and support the growth of the practice, reporting to the practice's Director(s). The ideal candidate brings experience with platforms such as Sage Intacct, QuickBooks Online and NetSuite, and a willingness to embrace next-generation tools – including AI-enabled platforms like Asseta.ai, BILL, and third-party integrations spanning payroll, sales tax and beyond.

Client Service & Delivery

- Oversee accounting and reporting, financial management and advisory services for family office clients with complex financial structures including partnerships, trusts and investment entities.

- Review and analyze financial statements, general ledger activity, cash flow projections, budgets and reporting packages.

- Serve as a primary point of contact for assigned clients, ensuring high-quality service and responsiveness.

- Coordinate with tax, advisory and other service lines to deliver integrated solutions.

- Oversee onboarding of new clients and ensure seamless implementation, including configuration and adoption of technology platforms such as QuickBooks Online, Sage Intacct and NetSuite, with openness to deploying emerging tools like Asseta.ai and BILL.

- Provide strategic financial guidance and operational support to clients and their advisors.

Leadership & Team Management

- Lead, mentor and develop a team of Supervisors, Senior Accountants and Staff Accountants.

- Review work product and ensure quality control across engagements.

- Provide training and guidance on technical accounting matters, including adoption of AI-assisted workflows and cloud-based platforms.

- Assist with resource planning and workflow management across a portfolio of family office engagements.

- Foster a collaborative, client-focused culture within the Family Office Services practice.

- Support staff development through coaching, performance feedback and career mentoring.

Business Development & Practice Growth

- Build and maintain strong client relationships.

- Identify opportunities to expand services within existing accounts.

- Participate in business development initiatives, networking and thought leadership activities.

- Support proposals, presentations and meetings with prospective clients.

- Assist practice leadership with strategic growth initiatives and market expansion efforts.

Technical Expertise

- Apply strong knowledge of GAAP, partnership accounting and investment accounting, along with a working knowledge of taxes.

- Oversee accounting for investments and alternative investments, including private equity, hedge funds and real estate.

- Ensure compliance with relevant accounting standards and internal firm policies.

- Stay current on industry trends and regulatory changes affecting family offices and high-net-worth clients.

- Review complex reconciliations, consolidations and multi-entity financial reporting structures.

- Evaluate and implement accounting software and workflow tools within the Family Office Services practice.

Technology & Innovation

- Support the firm's AI-driven service delivery model, engaging with next-generation platforms such as Asseta.ai for real estate and investment asset tracking; prior Asseta.ai experience is a plus, not a prerequisite.

- Oversee AP/AR workflows using tools such as BILL, optimizing best practices for payment processing, vendor management and approval workflows.

- Manage client environments across core accounting platforms including QuickBooks Online, Sage Intacct and NetSuite for multi-entity family office structures, ensuring data integrity and intercompany eliminations.

- Identify and implement AI tools and automation to enhance reporting accuracy, reduce manual processing and free staff capacity for higher-value advisory work.

- Stay current on emerging fintech solutions relevant to family offices and high-net-worth clients.

Qualifications:

- Must be able to work in-office a minimum of 3 days per week.

- Bachelor's degree in Accounting from an accredited college or university required.

- CPA license preferred.

- 7+ years of progressive experience in public accounting, advisory or a family office environment preferred.

- Strong experience working with high-net-worth individuals and complex entities.

- Deep knowledge of partnership accounting, investments and financial reporting.

- Proven leadership and team management experience.

- Strong communication, interpersonal and client relationship management skills.

- Demonstrated ability to manage multiple engagements and deadlines effectively.

Preferred Experience:

- Exposure to multi-entity family office structures.

- Hands-on experience with accounting and operational platforms common in the family office space, including Sage Intacct, QuickBooks Online (QBO) and NetSuite; familiarity with modern fintech tools such as Asseta.ai and BILL, as well as third-party integrations for payroll and sales tax, is a plus.

- Experience coordinating with tax, legal and investment advisors.

- Background in family office operations, wealth management or outsourced accounting services, with demonstrated comfort operating within a tech-forward, AI-enhanced service delivery model.

- Demonstrated experience or strong interest in evaluating and adopting AI tools, automation workflows and emerging fintech/proptech solutions in a client-facing accounting environment.

Compensation & Benefits:

The compensation for this position ranges from $100,000 - $135,000. Actual compensation will be dependent upon the specific role, office location as well as the individuals qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

- Medical, Dental, and Vision plans

- Basic Life, AD&D, and Voluntary Life Insurance

- 401(k) plan and Profit-Sharing program

- Flexible Spending & Health Saving accounts

- Employee Assistance, Wellness, and Work-life programs

- Commuter & Parking benefits programs

- Inclusive Parental Leave Benefits

- Generous Paid Time Off (PTO)

- Paid Firm Holidays

- Community & Volunteering programs

- Recognition & Rewards programs

- Training & Certification programs

- Discretionary Performance Bonus

*Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLC (PKFOD) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.

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