Family Office Resume Samples
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Family Office Resume Samples
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RK
R Kohler
Rhianna
Kohler
2817 Ivah Freeway
Los Angeles
CA
+1 (555) 445 8042
2817 Ivah Freeway
Los Angeles
CA
Phone
p
+1 (555) 445 8042
Experience
Experience
Los Angeles, CA
Family Office Seeks Controller
Los Angeles, CA
Kuhlman Inc
Los Angeles, CA
Family Office Seeks Controller
- Review check writing activity at residences plus related approvals
- Direct the accounting and reporting for all personal transactions
- Oversee accounting and financial affairs of administrative staff at personal residences
- Conduct and/or review daily, weekly, monthly, quarterly, and annual bank reconciliations
- Analyze, track, and report on portfolio of investments in stocks and other minority investments in private companies
- Regularly communicate with investment funds for various information
- Maintain records and accounting for residences, properties, art collections, vehicles, and other personal assets
Boston, MA
Family Office Seeks Accountant Advent Required
Boston, MA
Kreiger-Collins
Boston, MA
Family Office Seeks Accountant Advent Required
- Provide on-going fiduciary guidance to the owners' trustees
- Develop and implement controls, policies, and procedures for the Family Office
- Manage and review all bank account and credit card activity for family members
- Provide financial, planning and analysis services in connection with family trust transactions
- Review intercompany billing and account reconciliation
- Closely review all expenses, including personal, taxes, insurance, medical, education, and mortgage payments
- Coordinate funding requests from family members
present
San Francisco, CA
Account Manager, Global Family Office
San Francisco, CA
Schuster Group
present
San Francisco, CA
Account Manager, Global Family Office
present
- Provide support and/or lead projects as identified by the management team
- Work closely with the team to provide high quality client services
- Develop strong working knowledge of all relevant systems
- Work with the team to develop reporting capabilities from principal ledger/accounting system Business Support
- Identify opportunity to enhance and improve processes and procedures to drive better performance
- Checking & maintaining ledger integrity
- Deal with client, auditor and/or relationship manager queries in a timely fashion
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Northern Illinois University
Bachelor’s Degree in Accounting
Skills
Skills
- Strong understanding on how to consolidate entities and book eliminating journal entries for consolidations
- Strong attention to detail
- Microsoft Excel proficient (Pivot Tables and V-Look Ups)
- Microsoft Dynamics & Quickbooks proficient
- Excellent attention to detail
- Extremely organized with strong attention to detail
- Ability to multitask
- Detail oriented
- Strong skills in MS Office
- Excel proficient
15 Family Office resume templates
Read our complete resume writing guides
1
Family Office / Small Business Accountant Resume Examples & Samples
- 3+ years of Accounting experience working with a variety of clients
- Bachelor's Degree in Accounting
- Previous experience with Budgeting/Forecasting/Planning, Cash Flows / Management, and Financial Statement Preparation
- Working knowledge of Microsoft Excel and Quickbooks
- Strong attention to detail
- Previous experience working within a Family Office or CPA firm
2
Family Office Accountant Resume Examples & Samples
- 2+ years family office and/or bookkeeping experience
- Degree in r Accounting
- Extremely organized
- Excel proficient
3
Family Office Senior Accountant Resume Examples & Samples
- 4+ general accounting experience
- Client services
- QuickBooks
4
Senior Accountant, Family Office Resume Examples & Samples
- A degree in Accounting or Finance with 2-4 years related experience (CPA strong plus)
- Knowledge of the securities industry including hedge and private equity funds
- Quick Books accounting software experience, plus
5
Family Office Accountant Resume Examples & Samples
- Accounting and/or financial experience in a family office or CPA firm
- Excellent attention to detail
- Public accounting exposure
- CPA certification
6
Family Office Associate Resume Examples & Samples
- One or more advanced degrees in a related field and relevant professional certifications such as: CPA, CFP, MBA, LLM, CFA are strongly preferred
- Microsoft Office: Excel, Word, PowerPoint, and Outlook
- Quicken or QuickBooks proficiency is helpful, though not required
- Internet research skills
- Characteristics expected in this position should include the abilities of being a self-starter, disciplined, multi-tasker, focused, thorough, analytical, precision to detail, accurate and efficient
- Any prior experience working in a CPA firm, financial planning firm, Merrill Lynch or another investment firm which has provided the individual with relevant experience is a plus
7
Portfolio Associate, Family Office Resume Examples & Samples
- Please view our website for other banking career opportunities http://www.morganmckinley.com.sg/banking-jobs
- EA Licence No: 11C5502
- Registration ID: R1221107
8
Family Office Accountant / Bookkeeper Resume Examples & Samples
- Receive, approve, and maintain monthly invoices, cut checks, reconcile bank statements and prepare monthly financial statements
- Maintain fixed assets in fixed asset software and keep depreciation updated
- Assist with monthly and quarterly invoicing, receivables, credit card allocation and intercompany transactions
- Receives and records monthly financial activity
- Assist with client payroll and files
- Assist with preparation on monthly, quarterly and annual personal financial statement preparation
- Work with client advisors to provide them with reports and documents as needed
- Assists accountants with tax information as needed
- Organizational and analytical skills
- Solid computer skills and proficiency in Microsoft Word, Outlook, and Excel. Familiarity with bookkeeping software such as QuickBooks
- Clear communicator with good writing skills
- Highly motivated
- Self-starter with initiative
- Ability to work in a team structure
- Ability to keep client matters strictly confidential
- Associate or Bachelor’s degree from an accredited college or commensurate experience
- Two year’s bookkeeping experience preferred
- Ability to travel to and from client office sites
9
Family Office Accountant Resume Examples & Samples
- 5+ years of experience in a similar role maintaining accounts for High Net Worth individuals
- Previous experience in a Public Accounting and/or Private Industry experience
- Experience with Financial Analysis / Reporting / Statement Preparation and Month-end Close
10
Director of Family Office Resume Examples & Samples
- Build out Family Office practice across Moss Adams’ market, including strategy, staffing, infrastructure, growth and service plans
- Serve as the firm-wide lead of the Family Office Practice, establishing and collaborating with regional leaders across Moss Adams’ footprint
- Work closely with the Private Client Services Industry Group leadership to develop and implement the strategy for the Family Office Practice
- Introduce Family Office services externally (to clients and prospects) and internally (to our CPA partners) to create new client opportunities
- Lead client relationships and collaborates with others in the delivery of team-based services within the Puget Sound marketplace
- Train and develop others in business development, client management, and the delivery of advice
- Drive safety within the Family Office Practice by establishing, monitoring, and enforcing policies and procedures to ensure sound business practices
- Oversee development of client deliverables and technologies needed to support them
- Bachelor’s degree in finance or other related field required
- Minimum of 10 years of family office, accounting, or wealth management required; experience in a public accounting or professional services firm environment preferred
- CFP designation preferred
- CPA designation preferred
- Series 65 preferred
- Proven ability to successfully manage complex high net worth clients in all aspects of delivering family office services
- Proven ability to operate in collaborative manner with client’s outside advisors
- Excellent communication, organizational, and client relationship skills
- Ability to think critically on a strategic level, taking initiative and problem-solving
- Ability to build beneficial relationships in appropriate community, business, and professional organizations
- Ability to comfortably maintain poise and diplomacy amongst both client and firm personnel
11
Family Office Accountant Resume Examples & Samples
- A degree in Accounting or Finance with 4+ years related experience (CPA strong plus)
- Excellent computer skills including strong knowledge of Microsoft Office including Excel and Word
- Strong interpersonal, communication, analytical and organizational skills
- Ability to work in a small office environment, prioritize work and meet deadlines
- Must adhere to company code of ethics
12
Family Office Accountant Resume Examples & Samples
- 10+ years of Accounting experience
- Previous Public Accounting and/or Private Industry experience
- Experience with General Accounting, Bookkeeping, K1's, and Month-end Close
- Strong understanding on how to consolidate entities and book eliminating journal entries for consolidations
- Microsoft Excel proficient (Pivot Tables and V-Look Ups)
13
Team Head Sales Uhnw / Global Family Office Resume Examples & Samples
- Prepare and participate in clients and prospect meetings representing the Asset Servicing shelf
- Identify, analyze client needs, propose client offerings and drive the acquisition process
- Co-ordinate the implementation of newly acquired clients together with the responsible relationship manager
- Drive and support sales planning and processes across the different UHNW/GFO markets to enable and empower them in reaching our growth objectives
- Participate and represent UHNW/GFO Sales Management in various internal and external platforms
- Ensure exchange and leverage of best practice between the UHNW/GFO markets
- Coordinate roll-out of new initiatives
- Ensure information flows between UHNW/GFO Sales Managers, Global UHNW Sales Management and IPS UHNW units
- Track, report and monitor ongoing sales initiatives
- Extensive experience within the wealth management industry within depth knowledge of product
14
Family Office Seeks Accountant Advent Required Resume Examples & Samples
- Closely review all expenses, including personal, taxes, insurance, medical, education, and mortgage payments
- Review check writing activity at residences plus related approvals
- Regularly communicate with investment funds for various information
- Coordinate funding of capital calls for investments
- Provide financial, planning and analysis services in connection with family trust transactions
15
Family Office Services Temp Accountant Resume Examples & Samples
- Bachelor’s degree in accounting or related field of study and a minimum of 2-3 years relevant work experience, or an equivalent combination of education and experience
- Must have a strong proficiency in the use of QuickBooks accounting software
- Good computer skills and proficiency in Microsoft Office
- Clear communicator with good writing skills who is detail oriented, highly motivated, and a self-starter
- Strong organizational skills: demonstrates ability to prioritize and manage multiple assignments from several managers in a fast-paced environment to meet deadlines with efficiency and accuracy
- Shows tact, discretion, confidentiality and good judgment in handling sensitive and confidential matters and documentation
16
Account Manager, Global Family Office Resume Examples & Samples
- Commitment to the Client
- Understand the Clients’ business, strategic goals and objectives
- Identify opportunities to enhance and expand the relationship
- Manage client expectations and NT service commitments
- Deal with queries in an effective and timely manner Bookkeeping
- Good understanding of bookkeeping including more complex transactions
- Accruals for income and expenses
- Investigation and clearance of suspense account balances
- Posting of third party bank statements and investment portfolio reports, ensuring that these are received and posted on a regular basis
17
Retail Family Office Resume Examples & Samples
- Design and implement an ambitious sales strategy for clients and prospects. Meet predetermined targets for net new revenue, new mandates, and meetings
- Proactively manage existing relationships; identify and defend at-risk business
- Identify and pursue new investment opportunities through consultative dialogues with investors. Exploit the full breadth of the firm’s investment expertise and strategies to bring innovative and timely investment ideas and solutions to our clients
- Work collaboratively with partners within BlackRock to meet clients’ needs and objectives, both in country and across specialist BlackRock Investment groups
- Building long-term relationships with Family Offices with anticipated business flow objectives shared by the RM team
- Working towards a target coverage of Large Single Family Offices
- Exhibit a deep understanding of the covered market and prospect for new business effectively, with a primary goal of building our Family Office coverage in Zurich
- Develop product fluency across BlackRock's investment options - including a broad range of alternative strategies, equity, fixed income and multi-asset funds and offerings
- Work with support staff on assigned accounts to service clients and implement sales strategy
- Control and regulatory: Successfully support the needs of our regulatory requirements as they pertain to Family Offices in the region. Ensure that an appropriate risk and controls environment exists on the team – that errors are escalated appropriately
- A senior experienced Family Office relationship manager
- Proven business success of building coverage of Family Office’s
- Process management (e.g. support the build out of a common global product development process)
- Ability to drive innovation and incubation of new ideas
- Builds an inclusive environment where a wide diversity of insights and expertise contribute to business results
- Systematic, structured and professional RM approach
- Exhibit in-depth knowledge on all products and markets, and have a high level of comfort in communicating this information to financial consultants and clients
18
Family Office Senior Client Manager Resume Examples & Samples
- Strong communication, relationship management and partnership skills
- Ability to successfully work within a team based client service model
- Significant experience in areas of trust administration, fiduciary law, and estate and wealth transfer planning
- Minimum 5-10 years experience working directly with UHNW clients required
- Professional designations (CFP, JD, CTFA, etc.) desired
19
Supervisor Family Office Group Resume Examples & Samples
- 5+ years prior experience in accounting and tax
- Knowledge of cash, and. accrual basis of accounting
- Knowledge of investment accounting, reconcilations and reporting
- Extensive experience using QuickBooks, Microsoft Excel and Word
20
Family Office Services Senior Accountant Resume Examples & Samples
- The primary focus of this position will be inputting, analyzing, and summarizing current as well as historical financial data in order to support the preparation of many of the following unaudited statements: balance sheets, statements of net worth, income statements, budgets, cash flow statements and estate plan summaries
- Bachelor’s degree in accounting or finance with a minimum of 5 to 7 years relevant work experience
- CPA or CPA candidate strongly preferred
- Tax experience beneficial
- Demonstration of a progression in responsibility with direct staff management experience
- Clear communicator with good writing and presentation skills who is detail oriented, highly motivated, and a self-starter
- Strong organizational skills with the ability to prioritize and manage multiple assignments for several clients in a fast-paced environment and the ability to meet deadlines with efficiency and accuracy
21
Family Office Seeks Controller Resume Examples & Samples
- Resolve any owner / family inquires, issues, and special requests quickly and accurately
- Manage and review all bank account and credit card activity for family members
- Coordinate funding requests from family members
- Conduct and/or review daily, weekly, monthly, quarterly, and annual bank reconciliations
- Oversee accounting and financial affairs of administrative staff at personal residences
- Analyze, track, and report on portfolio of investments in stocks and other minority investments in private companies
- Provide on-going fiduciary guidance to the owners' trustees
22
Family Office Director Resume Examples & Samples
- 10+ years of Public Accounting and/or Private Industry experience in Client Relationship Business
- Previous Financial Reporting / Statement Preparation and Portfolio Accounting experience
- Solid Tax background (Individual and Trust / Estate)
- Experience in an Ultra High Net Worth Family Office environment
- Knowledge of Estate planning
23
Family Office Controller Resume Examples & Samples
- 20+ years public or family office experience
- Polished and professional demeanor
- Demonstrates discretion
- Proven leadership abilities
- Proficiency with computer platforms and applications
24
Family Office Accountant Resume Examples & Samples
- 5+ years of experience in a Family Office or General Accountant role
- Previous experience with: Financial Analysis / Reporting / Statement Preparation; GAAP; General Ledger; and, Trend / Variance Analysis
- Working knowledge of ADP
- Microsoft Dynamics & Quickbooks proficient
25
Family Office Controller Resume Examples & Samples
- 4+ years of Public Accounting and/or Private Industry experience
- Previous experience Budgeting / Forecasting / Planning; Cash Flows / Management; Financial Analysis / Reporting / Statement Preparation; GAAP; and, General Ledger
- Solid Tax background (990 Non-Profit; Compliance; Individual; Partnership; Trust/Estate)
- Microsoft Excel proficient
- Solid analytical and research skills
- Real Estate background (Commercial and Residential)
- Previous experience working within the Hospitality industry
- Working knowledge of Quickbooks
26
Fiduciary Client Accountant Global Family Office Resume Examples & Samples
- Monthly review of revenue and forecast figures Global Family & Private Investment Offices Group client book
- Identify and remediate anomalies in the financial data
- Assist with transaction processing, fee collection and debtor oversight
- Knowledge of regulatory issues, book-keeping
- Technical accounting knowledge (UK GAAP and IFRS)
- Knowledge of Guernsey Trust and Company Law
- Experience in preparing accounts
- Fiduciary experience preferred but not essential
- Ability to network
- Qualified Accountant is preferred
27
Controller / Cfo-family Office Resume Examples & Samples
- 10-20 years of family office experience
- Proven budgeting and forecasting skills
- Cash management knowledge
- GAAP knowledge
- Corporate accounting skills
- CPA
28
Management Company / Family Office Accountant Resume Examples & Samples
- Accounting Degree
- 5+ years corporate accounting (management company) and / or family office accounting experience
- Strong family office accounting knowledge
- Ability to multitask
29
Family Office Services Accounting Manager Resume Examples & Samples
- Analyzing and summarizing current as well as historical client financial data in order to support the preparation of many of the following unaudited statements
- Bachelor’s degree in accounting or finance with a minimum of 7 to 10 years relevant work experience
- Audit Background preferred. Tax experience beneficial
- Proven ability to train, manage and motivate staff
- Excellent proficiency in the use of QuickBooks accounting software
- Strong computer skills and proficiency in Microsoft Office
- Demonstrated ability to use tact, discretion, confidentiality and good judgment in handling sensitive and confidential matters and documentation
30
Senior Accounts Payable Specialist Family Office Services Group Resume Examples & Samples
- Perform and/or supervise day to day processing of client vendor invoices and other payments to ensure that the clients’ finances are maintained in an effective, up to date, and accurate manner following mandated procedures and controls
- Communicate with clients’ or their representatives to track, receive and verify vendor invoices, process payments and maintain up to date cash balances and projected cash needs
- W-9 and 1099 administration
- Verify that transactions comply with financial policies and procedures of the Firm and the Family Office Group
- Coordinate and monitor cash balances, transfers and cash budgets/ cash projections
- Coordinate and maintain vendor and banking documents in a paperless environment
- Maintain strict confidentiality and security in performing all financial duties
- Assist with special projects as required
- Bachelor’s Degree in Accounting
- Minimum of 3-5 years experience in accounts payable, preferably in a professional services firm
- Superior attention to detail and accuracy and excellent organizational abilities
- Ability to work independently and as a contributing member of a team
- Ability to work under efficiently, multi-task and learn new technology skills quickly
- Creative and persistent problem solver
- Able to handle confidential material in a reliable manner
- Extensive experience with QuickBooks and/or other General Ledger packages and Microsoft Word, Excel and Outlook
31
Senior Accountant Family Office Services Group Resume Examples & Samples
- Perform accounting services for clients including but not limited to: prepare entity and personal financial statements and customized reports, cash flow reporting and budgeting, Trust and Estate Accounting/Administration
- Perform and/or oversee client administrative services such as banking, cash management and bill payment, employee management/payroll processing and document management
- Execute other client services as needed including but not limited to: asset purchases, sales and financing transactions, contract monitoring/compliance, insurance monitoring and oversight, and residence management
- Prepare/maintain accounting records, general ledgers, bank and investment reconciliations, workpapers and other supporting records
- Coordinate tax processing with tax department, prepare tax packages
- Train and supervise staff accountants and interns
- Participate in Firm and Family Office Division projects and initiatives
- Work closely with managers to ensure deadlines are met and all issues or discrepancies are reported and resolved in a timely manner
- Bachelor’s or advanced degree in Accounting; CPA license preferred
- 3+ years experience in accounting and tax (public accounting experience preferred)
- Personal and business financial statement experience
- Knowledge of investment accounting and reporting
- Some tax experience with an emphasis on individual, trust and partnership matters
- Experience working with affluent individuals, families, executives and owners of closely held businesses preferred
- Excellent interpersonal skills and strong work ethic
- Excellent computer skills including QuickBooks, Microsoft Excel and Word
32
Accounting Senior Manager Family Office Services Group Resume Examples & Samples
- Perform accounting services for clients including but not limited to: preparing financial statements and customized reports, cash flow reporting and budgeting, Trust and Estate Accounting/Administration, and maintaining information for tax preparation
- Manage client administrative services such as; banking, cash management/bill payment, employee management/payroll processing, maintain personal and official property records, and client information and document management
- Execute other client services as needed including but not limited to: coordinating asset purchases, sales and financing transactions, contract monitoring/compliance, insurance monitoring and oversight, and residence management
- Manage group’s staff and delicate engagements according, ensuring the staff’s performance is meeting the Firm’s standards
- Mentor staff in areas requiring quality related improvement and to otherwise enhance their professional development
- Consult, work with, and service clients to make recommendations on business/process improvement and serve as a business advisor to clients
- Work with the Director of the group to ensure deadlines are met and any issues or discrepancies are reported in a timely manner
- Active CPA
- 6+ years prior experience in accounting and tax
- Extensive personal and business financial statement experience
- Ability to research complex accounting issues
33
Accounting Manager Family Office Services Group Resume Examples & Samples
- Manage client engagements which include the following family office services: accounting, financial reporting, investment reporting and oversight, bill payment, employee management/payroll processing, banking and cash management, tax compliance, advanced planning, administrative services and lifestyle support
- Manage and perform Controller responsibilities for clients including but not limited to: preparing and/or reviewing financial statements and reports, cash flow reporting and budgeting, trust and estate accounting and administration and maintaining information for tax preparation and special projects
- Coordinate and execute other client services as required including asset purchases, sales and financing transactions, contract monitoring/compliance, insurance monitoring and oversight, and residence management
- Participate in the Family Office Group’s operational and administrative initiatives including the development and implementation of systems, processes, procedures, controls and staff training designed to accommodate the clients’ needs and the group’s objectives
- Provide day-to-day leadership and management of staff; hire, train, and motivate team members and assess employees’ ability to achieve desired performance levels
- Manage quality and efficiency of client services and profitability of client relationships
- Other responsibilities include client service, staff training, participation in marketing and business development initiatives, client billing and collections and presentations
- Bachelor’s or advanced degree in Accounting
- 6+ years experience in accounting and tax
- Experience working with affluent individuals, families, executives and owners of closely held businesses
- Experience managing a team of at least 3 individuals
- Excellent communication and computer skills
34
Senior Accounting Manager Family Office Services Group Resume Examples & Samples
- Bachelor's or Advanced Degree in Accounting
- Active CPA license
- 8+ years of Family Office and/or Public Accounting experience
- Extensive accounting, personal and business financial statement experience including investment accounting and reporting and knowledge of individual, partnership and trust taxation
- Ability to work collaboratively with other team members on multiple projects at once while consistently completing projects on time, efficiently, and with the highest quality
- Ability to develop employees and teams through regular coaching and feedback leading to positive results
35
Family Office Associate Resume Examples & Samples
- Trust / fiduciary business knowledge
- Family Office business knowledge
- US Trust business knowledge
- Excellent client service skills
- Communication skills (i.e., up, down, across, verbal, written)
- Wide internal network (e.g., who to contact)
- Relationship building/people skills
- Excellent at problem solving/goal setting/ decision making
- Strong UST application knowledge (e.g., CRW, PACE, AOP)
- Strong MS Office skills (e.g., excel, Word)
- Detailed oriented
- 3 plus years experience servicing ultra-high net worth clients
- 2+ yrs experience in reading and interpreting trust/estate documents
- Working knowledge of the interpretation and practical application of document provision, trust and estate law, taxes, investments, and the legal framework of trust administration
- Effective use of technology and knowledge of key bank systems preferred (PACE, TrustWeb, FIRST, CMO, WMO, Interact)
- Proven excellent written and verbal communication skills
- Communicate relatable experience to be Independent/self starter with the ability to prioritize a large workload
- Proven effective problem solving, organization and follow-up skills
- Strong interpersonal skills, work ethic, client focus and attention to detail
- Ability to work professionally in a fast paced team environment
- Fluent in Microsoft Word, Excel, PowerPoint, and Outlook
36
Family Office Accountant / Bookkeeper Resume Examples & Samples
- 2+ years of Family Office Accounting / Bookkeeping experience
- Bachelor's Degree in Accounting and/or Finance
- Previous experience with Accounts Receivable / Payable and Reconciliations
37
Head of Family Office & Funds Resume Examples & Samples
- The leadership and Performance Management of 5 Relationship Directors
- A close working relationship with the heads of other client Segments and specialist sales teams
- Establishing long-term, internal and external, relationships that are planned and effective across the local markets to drive delivery of the respective strategies and establish opportunities for further growth
- The ongoing maintenance and development of the Family Office proposition. This requires an ability to influence senior stakeholders across Barclays Group and to create compelling business models for growth
38
Family Office Services Resume Examples & Samples
- Eventually represent Credit Suisse Family Office Services to clients throughout APAC esp Greater China
- Work closely with relationship managers, their client family members and stakeholders across generations, leveraging Credit Suisse’s and external capabilities to address all family-related challenges, beyond traditional wealth management needs
- Provide investment advice to UHNWI clients in the Greater China market, serving as trusted advisor and expert in the areas of Hereditary Protection, Wealth Planning and Family Wealth Preservation
39
Family Office Accountant Resume Examples & Samples
- 0-2 years of work experience
- Extremely organized with strong attention to detail
- Strong skills in MS Office
- Accounting, Corporate Finance, Economics, or Business degree
- Experience with QuickBooks
40
Family Office Administrator Resume Examples & Samples
- Assist in the implementation of systems and processes, and provide feedback reporting improvements to procedures
- Maintain accounting ledgers, posting and reviewing journal entries reconciling intercompany transactions between affiliates and family members
- Prepare ad hoc financial reports as needed
- Manage, reconcile and record wire/ACH transfers, deposits and disbursements across various bank entities and accounts
- Manage online bank account activity including bill payment and check writing across several companies
- Coordinate communications with Senior Director of tax to assist in tax preparation filings
- Assist in the administrative oversight of multiple operating single member LLCs
- Maintain SharePoint document storage repository
- Provide research and administration for philanthropic/charitable endeavors
- Ensure confidentiality in all work related matters
- Bachelor’s degree required; preferably in Business, Finance, Accounting, or pre-law
- At least 5 years of related experience required
- Background in supporting high-level executives preferred
- Ability to work on confidential information
- Ability to work both collaboratively and autonomously
- Capacity to manage competing priorities while keeping sight of big-picture objectives
- Highly adaptable with excellent time-management and follow-through skills
- Skilled in working with different functions and effectively coordinates their activities to achieve desired results
- Excellent listening skills, including the ability to identify and isolate concerns or objections, in addition to excellent written and oral communication skills
41
Family Office Accounting Manager Resume Examples & Samples
- 7+ years of Public and/or Private Accounting experience in a Family Office setting
- CPA or parts passed
- Solid analytical, mathematical, and research skills
42
Family Office Manager / Director Resume Examples & Samples
- 10+ years of Family Office experience out of a Public Accounting or Private Industry setting
- Solid Tax (Individual) background
- Microsoft Office/Suite proficient
43
Accounting Associate, Family Office Resume Examples & Samples
- Prepare timely Net Assets Values, yields, distributions, budgets and other accounting reports
- Ensure the financial statements are complete and accurate, and meet regulatory requirements
- Assist in preparing audit schedules, compliance reports, and tax returns
- Review and interpret complex trust documents for strategic tax and estate planning
- Liaise with third-party advisors and institutions
- Take lead in researching securities and other investments, and make recommendations on accounting execution
- Maintain understanding of current and changing tax practices and law
- Minimum 7 years of relevant accounting experience. Public accounting experience a must
- Detailed knowledge of tax and estate planning as well as regulatory requirements
- Ability to analyze, interpret and make recommendations on complex documents
- Strong project management skills, results-driven, adaptable with ability to manage multiple priorities and meet deadlines
- Superior interpersonal skills
- Ease in working with people up and down the organization hierarchy
- A demonstrated ability to interact with senior executives
- Naturally adaptive to different audiences
- Diplomatically assertive
- Keen attention to detail. Ability to read/interpret regulations pertaining to affordable housing programs and act thereon
- Strong sense of integrity and ethics. Values entrepreneurialism. Demonstrates strong intellectual curiosity; always seeking new approaches and challenging the organization to new levels of success
- CPA, a plus
44
Family Office Controller Resume Examples & Samples
- 10+ years of relevant experience in a family office
- Demonstrated understanding of corporate/management accounting/reporting
- Strong leadership skills
- Excellent communication skills
45
Family Office Director Resume Examples & Samples
- 15+ years of related work experience
- CPA and/or an MBA designation
- Solid problem solving and time management skills
- Previous experience working within a Family Office, Trust Company, Wealth Management firm and/or Private Bank
46
Family Office Accountant Resume Examples & Samples
- Bachelor’s degree in Accounting or related field; or equivalent combination of education and work experience
- Minimum of 2 years’ experience in personal financial accounting or bookkeeping preferred
- Experience in reconciliation of financial information (cash, accounts receivable, accounts payable, etc.)
- Experience with QuickBooks accounting software
- Proven attention to detail, quick turnaround times and ability to meet deadlines
- Demonstrated understanding of the importance of personal information security (tax info, medical info, etc.)
47
Account Manager, Global Family Office Resume Examples & Samples
- May have direct interaction with committees, clients and/or Senior Management
- Carries out complex activities with significant financial, client, and/or internal business impact
- More technically sound in area of expertise and has broader knowledge of other areas
- Delivers a work product that requires less revision
- Able to facilitate discussions and reach decisions
- Works effectively as a team member but also independently
- Works toward becoming proficient in all areas of the job
- Completes administrative functions/special projects as needed or requested
