Family Office Manager

Job Description

Job Description

Search Group Solutions is supporting a key client in the recruitment of a Family Office Manager within their Personal CFO Services group. This role serves as the central point of coordination for client households and advisory partners, overseeing a broad mix of family office accounting, reporting, and financial administration for complex individual and entity structures.

Core Responsibilities

Client Accounting Services

Lead onboarding for new client engagements, including establishing reporting workflows, charts of accounts, vendor files, and household data structures.

Deliver ongoing accounting support : journal entries, investment activity reporting, payroll oversight, and reconciliation of financial information across multiple entities.

Research and resolve discrepancies or irregularities in client statements and financial data.

Produce periodic financial reports and analysis for high-net-worth individuals, families, trusts, and related entities.

Coordinate and monitor cash movements, liquidity needs, and account activity.

Partner with internal teams to review reconciliations and finalize reporting packages.

Manage annual 1099 reporting requirements.

Track charitable giving, gifting activity, cost basis items, and other key financial details.

Client Bill Payment Services

Review and approve bill payment workflows and processing.

Reconcile bill pay accounts, investigate differences, and ensure accurate records.

Prepare recurring and ad hoc bill payment reporting for clients.

Client Relationship Management

Function as the primary day-to-day contact for clients, handling communication, project coordination, emerging issues, and ongoing service needs across several concurrent relationships.

Prepare meeting materials and facilitate client meetings when required.

Liaise with external advisors including wealth managers, CPAs, attorneys, and estate planners.

Provide data and analysis that supports tax planning, estate strategies, charitable initiatives, and related advisory work.

Execute special projects aligned with client needs and long-term objectives.

Team Leadership

Provide daily oversight and support to the client service team.

Train new team members on internal protocols, quality standards, and best practices.

Maintain accountability for the team’s deliverables, accuracy, and service quality.

Qualifications

Exceptional accuracy, attention to detail, and commitment to high-quality service.

Strong professional presence and client-service orientation.

Ability to operate within strict process, control, and confidentiality frameworks.

Bachelor’s degree in Accounting or a related field.

CPA strongly preferred, with experience in public accounting.

5–8 years working with individual financial statements, investment activity, and multi-entity structures.

Working knowledge of foundations, trusts, estate planning concepts, and related tax considerations.

Broad technical knowledge across general ledger, AP, payroll, income tax concepts, investment reporting, and banking operations.

Proven success working in a fast-moving environment requiring accuracy and big-picture awareness.

Strong prioritization, organization, project management, and communication skills.

Ability to balance multiple client demands and internal deadlines.

Location