Family Office UHNW Advisor - Family Office Accounting Experience

March 27

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BPM LLP

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We are committed to the success of our clients and our people. #BecausePeopleMatter

Assurance • Tax • Business Enterprise Consulting • Valuation • SEC

501 - 1000

Description

• Coordinate all accounting functions for Ultra high-net worth individuals/family clients and their investment entities, including maintenance of accounts receivable, accounts payable, and general ledger entries. • Be a key player in taking charge of reviewing month-end and year-end financial statements, conducting account reconciliations, analyzing the general ledger, and coordinating annual audits. • Manage a team dedicated to each family office • Manage ad-hoc projects and draft proposals for engagements. • Join our weekly management meetings and contribute to driving the goals and objectives of our firm and practice. • Managing relationship between small to mid-size family run business, internal BEST team and external vendors. • Collaborate with the tax department to provide crucial information and assist in preparing federal and state tax returns. • Develop and nurture connections with clients, ensuring their satisfaction. You will motivate and mentor our staff by providing training, regular feedback, and career guidance.

Requirements

• 10 years experience of accounting experience with 5 years in Family office, preferably as a controller/CFO, Sage Intact/NetSuite Software experience preferred. • Public accounting experience a plus • Master’s degree in accounting/finance, a strong working knowledge of GAAP financial statements, and a non-active/active CPA license is required • Demonstrated management and project management experience with increasing levels of responsibility with developing, training, and mentoring junior-level staff. • Strong operational and technical accounting background, including the ability to research complex technical accounting issues independently, proficiency in various technological skills is essential. • The ability to navigate through various technologies. • Professionalism and discretion in interacting with firm leadership, client executives, and technical level audiences. • An extensive and diverse accounting background within a family office or for ultra high-net-worth individuals • Experience interfacing with a client and their advisors. Must be able to provide clients with white glove service. • Knowledge of various investment types utilized by ultra high-net-worth individuals, such as managed portfolios and private equity, partnership accounting and an understanding of how to book the activity. • Excellent verbal and written communication skills with strong attention to detail. • Proficiency in Microsoft Office, QuickBooks, and Sage Intacct. • Strong interpersonal skills with an approachable and professional demeanor

Benefits

• Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility. • Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. • Flexibility: 14 Firm holidays including two floating holidays, Flex PTO, paid family leave, winter break, summer hours and remote work options, so you can balance challenging yourself with taking care of yourself.