Accounting Manager
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-06-11
Listing for:
Corient
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Accounting Manager, Financial Reporting, Accounting & Finance, Tax Accountant -
Accounting
Accounting Manager, Financial Reporting, Accounting & Finance, Tax Accountant
Job Description & How to Apply Below
- Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
- Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.
- Review financial reports, reconciliations, and year‑end reporting to ensure accuracy, timeliness, and a high standard of client service.
- Support a range of family office activities, including gifting, charitable giving, and special financial projects.
- Oversee bill pay, disbursements, and related controls to ensure accurate and timely processing.
- Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.
- Serve as a trusted day‑to‑day contact for clients and coordinate seamlessly with wealth managers, tax preparers, attorneys, and other advisors.
- Prepare client‑ready materials, participate in meetings, and respond thoughtfully to requests across multiple relationships.
- Support tax, estate, and planning‑related initiatives while supporting ad‑hoc analyses and special projects.
- Coach and develop team members while helping drive quality, consistency, and timely execution across deliverables.
- Support a collaborative, service‑oriented culture grounded in accountability, discretion, and operational excellence.
- Bachelor’s degree in Accounting, Finance, or a related field
- 0.5–8 years of relevant experience, ideally within a multi‑family office, family office, or related professional services environment
- Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex entity structures
- Familiarity with trusts, estates, foundations, and partnerships, including related tax and reporting considerations
- Excellent communication, project management, and relationship management skills
- A high level of professionalism, discretion, and commitment to exceptional client service
- CPA or prior public accounting experience preferred
- This role is expected to be in the office four days per week
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