- Family Office Accounting Manager Wellington
- Accounting Now in Wellington, FL, United States
- jobs
- 1 month ago
jobs description
Hybrid – Wellington, FL
SNI Companies is seeking an experienced Accounting Manager to oversee accounting functions for the family business and manage an outsourced team, acting as a liaison between executive leadership and accounting staff.
The Accounting Manager will manage both personal and business accounting, conduct audits to ensure financial accuracy, and provide strategic insights to the Director of Operations to align on financial objectives, succession planning, and legacy goals. Experience with personal wealth management and high-net-worth financial structures is essential.
This hybrid position is based in Wellington, FL, with regular travel required.
Responsibilities
• Manage and supervise outsourced accountants handling day-to-day accounting tasks, ensuring accuracy and timeliness of financial records for both the family business and real estate portfolio.
• Work closely with the Director of Operations to offer strategic insights and contribute to financial planning and decision-making.
• Conduct regular audits of accounting processes, identify errors, discrepancies, and inefficiencies, and recommend actionable improvements.
• Collaborate with the tax team to ensure necessary documents and information are prepared for tax filings.
• Experienced in preparing balance sheet and DAB reports, ensuring accuracy in financial data.
• Oversee the financial management of the family’s personal wealth and real estate portfolio, ensuring effective financial planning and reporting.
• Take ownership of accounting operations with limited oversight, ensuring smooth and efficient processes, while offering direction to improve and mitigate risks.
• Ensure clear, consistent communication with the outsourced accounting team and other departments to maintain alignment on financial goals.
• Integrate legacy financial records into current practices, maintaining historical data for audits, compliance, and long-term financial analysis.
Qualifications
• Proven experience in accounting management, specializing in personal wealth management and/or managing financial structures for high-net-worth families.
• Strong understanding of balance sheet accounting, DAB reporting, and a CPA-like approach, though CPA certification is not required.
• Strong understanding of balance sheet accounting, financial reporting, auditing, and tax compliance.
• Candidates must be highly analytical, detail-oriented, and committed to maintaining financial accuracy.
• Strong problem-solving skills, the ability to work independently, and excellent communication skills.
• Must be able to provide valuable insights, take initiative, and work without direct oversight.
Soft Skills
• Independent, self-sufficient, and proactive.
• Strong attention to detail and high level of accuracy.
• Excellent communication and interpersonal skills.
• Ability to navigate complex financial situations and provide strategic advice.
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Job Snapshot
Employee Type
Full-Time
Location
Wellington, FL (Onsite)
Job Type
Accounting
Experience
Not Specified
Date Posted
11/08/2024
Job ID
387261
Remote
No
Wellington FL United States