Family Office Supervisor

SPECIFIC RESPONSIBILITIES INCLUDE:

• Assumes full responsibility for supervising engagements and special assignments.
• Executes and reviews accounting operations for high net worth families & their separate entities.
• Participates in the training and supervision of less experienced staff assigned to engagement.
• Communicates and corresponds with clients.
• Responsible for coordinating, reviewing, implementing & monitoring the financial operations of high net worth families.

SKILLS AND EXPERIENCE REQUIRED:

• At least five - ten years’ related experience demonstrating a progression in complexity of responsibilities.
• Bachelor’s degree in accounting, or equivalent training and experience.
• Proficiency with firm software and Microsoft programs.
• Well-rounded knowledge of accounting principles.
• Ability to communicate clearly and concisely in English.
• Ability to work independently as well as with others in a team environment.
• Detail-oriented; strong organizational skills and ability to multi-task and establish priorities.

Job Type: Full-time

Required education:

• Bachelor's

Required experience:

• high net worth client: 5 years

All your information will be kept confidential according to EEO guidelines.