We are looking for a Manager, Family Office Accounting to lead core accounting activities for a complex family office environment in Old Bridge, New Jersey. This position oversees financial operations across multiple entities while delivering accurate reporting, organized records, and decision-ready analysis for leadership and family stakeholders. The role also serves as a key partner on tax support, investment accounting, cash oversight, and day-to-day issue resolution.
Benefits:
Medical, Dental, Vision, PTO.
Responsibilities:
- Direct accounting operations for multiple family office entities, ensuring complete and accurate financial records across a diverse structure.
- Lead the monthly close process by reviewing journal entries, account reconciliations, and related schedules to support timely reporting.
- Manage the full accounting cycle from daily transaction recording through preparation of tax-supporting workpapers and detailed backup documentation.
- Produce financial summaries, analyses, and presentation materials that help leadership and family stakeholders understand results and key activity.
- Monitor cash positions, banking transactions, and overall liquidity needs across entities to support effective financial management.
- Coordinate closely with outside accountants, tax professionals, and legal advisors to support compliance and resolve accounting matters.
- Support tax-related workflows by organizing underlying accounting information, assisting with return preparation needs, and maintaining clear documentation for individuals, partnerships, and related entities.
- Oversee accounting and reporting for both traditional and alternative investments, including performance, income activity, and tax-sensitive reporting considerations.
- Supervise, mentor, and review the work of two team members while serving as an escalation point for operational and accounting issues.
- Partner with the Director of Family Office on special projects, changing priorities, and ongoing process improvement efforts.