Associate Director, Personal CFO Services

Associate Director, Personal CFO Services

Senior accounting professionals with 812+ years of partnership or complex entity accounting experience and strong Sage Intacct expertise.

Lead complex partnership, trust, and multi-entity accounting for ultra-high-net-worth family structures within a Personal CFO Services environment.

Full-time leadership role within an expanding team.

Hybrid or remote flexibility (details shared during interview process).

Join a growing Personal CFO Services team and oversee sophisticated family office accounting structures in a high-impact, high-visibility role.

Competitive and commensurate with experience (details provided during interview process).

The Associate Director is a senior, hands-on accounting leader responsible for overseeing complex partnership, trust, and entity accounting. This role requires deep technical expertise, strong judgment, and the ability to independently manage intricate accounting work streams in a fast-paced, high-expectations environment.

• Oversee partnership, trust, and complex entity accounting for ultra-high-net-worth family structures
• Serve as subject-matter expert for Sage Intacct, including chart of accounts design and dimensional reporting
• Lead Sage implementations, system conversions, and client onboarding initiatives
• Review general ledger activity, reconciliations, allocations, and financial statements
• Maintain partner capital accounts, allocations, contributions, and distributions
• Prepare and review financial statements and supporting schedules
• Present accounting structures and reporting matters in client meetings
• Identify accounting risks and inefficiencies; recommend process improvements
• Serve as escalation point for complex accounting matters
• Support standardized accounting policies, procedures, and internal controls

• Bachelor's degree in Accounting, Finance, or related field
• CPA strongly preferred
• 812+ years of partnership, family office, public accounting, fund administration, or complex entity accounting experience
• Deep technical knowledge of partnership accounting and financial reporting
• Hands-on experience with Sage Intacct or similar enterprise accounting systems
• Strong analytical skills and exceptional attention to detail
• Ability to independently manage multiple complex work streams

• Experience supporting ultra-high-net-worth families and multi-entity structures
• Experience with accounting system implementations or data transitions
• Strong written and verbal communication skills