Family Office Accounting Manager – Exciting Hybrid Opportunity

Family Office Accounting Manager

Our client is seeking an experienced Family Office Accounting Manager to join their team in West Los Angeles. This role is essential in managing the accounting and tax needs of high-net-worth individuals, families, and their related entities. The position involves a mix of accounting (75%) and tax-related responsibilities (25%), offering the opportunity to work closely with senior leadership and clients to manage and optimize their financial operations.

The ideal candidate will have 5-7 years of experience in a family office, public accounting firm, or business management environment, with a strong focus on accounting and familiarity with tax compliance and planning.

Responsibilities:

• Accounting (75%): 
  • Oversee the day-to-day accounting operations for high-net-worth individuals, trusts, and entities, including bill pay, general ledger maintenance, and financial reporting.
  • Prepare monthly, quarterly, and annual financial statements, cash flow reports, and account reconciliations.
  • Manage all aspects of accounting, including accounts payable/receivable, payroll processing, and investment tracking.
  • Collaborate with external auditors, tax advisors, and other financial professionals to ensure accuracy and compliance with all regulatory requirements.
  • Monitor investment portfolios, real estate holdings, and other assets, providing detailed financial reports to stakeholders.
• Tax (25%): 
  • Assist in the preparation and review of tax filings for individuals, trusts, and business entities, ensuring compliance with federal, state, and local tax regulations.
  • Work with external tax advisors to provide support for tax planning strategies and ensure tax optimization for family office clients.
  • Prepare and review tax workpapers and documents for annual tax filings, including 1099s and K-1s.
  • Respond to tax-related inquiries from clients and external advisors.
• Client Management & Reporting: 
  • Serve as the primary point of contact for clients regarding their accounting and tax matters, providing timely and accurate financial insights.
  • Provide support for estate planning, philanthropy, and investment initiatives as needed.
  • Assist with budgeting and financial forecasting for clients, including personal and business finances.
• Compliance & Process Improvement: 
  • Ensure compliance with all relevant accounting standards and tax laws.
  • Identify opportunities to improve processes and implement best practices for family office operations.
  • Maintain confidentiality and discretion in handling sensitive financial and personal information.

Requirements:

• Education & Certification: 
  • Bachelor’s degree in Accounting, Finance, or a related field.
  • CPA certification preferred but not required.
• Experience: 
  • 5-7 years of experience in a family office, public accounting firm, or business management environment.
  • Experience managing financial reporting, general accounting functions, and tax compliance for high-net-worth individuals and families.
• Technical Skills: 
  • Proficiency with accounting software (e.g., QuickBooks, NetSuite) and Microsoft Office Suite (Excel, Word).
  • Familiarity with tax preparation software is a plus.
  • Strong knowledge of accounting principles and tax regulations affecting high-net-worth individuals, trusts, and related entities.
• Soft Skills: 
  • Excellent communication and interpersonal skills, with the ability to work effectively with high-net-worth clients and external advisors.
  • Strong attention to detail, organizational skills, and the ability to manage multiple priorities.
  • Ability to work independently and collaboratively in a fast-paced environment.

Salary: $175, 000 – $225, 000

Please send your resume in Word format to:
Allan Fisher
Premier Financial Search
[email protected]
www.pfssearch.com
661-799-0101

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond—including major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.