Director - Family Office Accounting Services; CPA Firm

Director
- Family Office Accounting Services (CPA Firm)

Job Category: Tax
- Family Office Services

We are seeking an experienced, client-focused, and technology-driven Director to join our growing Family Office practice. This individual will lead the delivery of comprehensive accounting, financial, and administrative services to high-net-worth individuals and family office clients, while managing a team and contributing to the growth of the practice.

The ideal candidate brings deep experience with platforms such as Sage Intacct, Quick Books Online, and Net Suite, and possesses the curiosity and drive to embrace next-generation tools — including AI-enabled platforms like Asseta.ai, BILL, and third-party integrations spanning payroll, sales tax, and beyond — as part of a forward-thinking, tech-driven service model.

• Oversee accounting and reporting, financial management and advisory services for family office clients with complex financial structures including partnerships, trusts, and investment entities.
• Review and analyze financial statements, general ledger activity, cash flow projections and budgets and reporting packages.
• Serve as a primary point of contact for clients, ensuring high-quality service and responsiveness.
• Coordinate with tax, advisory and other service lines to deliver integrated solutions.
• Oversee onboarding of new clients and ensure seamless implementation processes, including configuration and adoption of technology platforms such as Quick Books Online, Sage Intacct, and Net Suite, with openness to deploying emerging tools like Asseta.ai, BILL, and integrated third-party solutions for payroll, sales tax, and related functions as part of the firm’s evolving tech stack.
• Provide strategic financial guidance and operational support to clients and their advisors.

• Lead, mentor, and develop a team of managers, seniors, and staff.
• Review work product and ensure quality control across engagements.
• Provide training and guidance on technical accounting matters, including adoption of AI-assisted workflows, automation tools, and cloud-based platforms.
• Assist with resource planning and workflow management, leveraging digital project management and automation tools to optimize team capacity and engagement delivery.
• Foster a collaborative, client-focused culture within the Family Office Services practice.
• Support staff development through coaching, performance feedback, and career mentoring.

• Build and maintain strong client relationships.
• Identify opportunities to expand services within existing accounts.
• Participate in business development initiatives, networking, and thought leadership activities.
• Support proposals, presentations, and meetings with prospective clients.
• Assist practice leadership with strategic growth initiatives and market expansion efforts.

• Apply strong knowledge of GAAP, partnership accounting, and investment accounting and knowledge of taxes.
• Oversee accounting for investments and alternative investments, including private equity, hedge funds, and real estate.
• Ensure compliance with relevant accounting standards and internal firm policies.
• Stay current on industry trends and regulatory changes affecting family offices and high-net-worth clients.
• Review complex reconciliations, consolidations, and multi-entity financial reporting structures.
• Evaluate and implement accounting software and workflow tools within the Family Office Services practice, leveraging deep knowledge of platforms such as Sage Intacct, Quick Books Online, and Net Suite while actively exploring and adopting emerging solutions — including AI-driven asset management platforms (e.g., Asseta.ai), AP/AR automation tools (e.g., BILL), and third-party integrations for payroll, sales tax, and other operational functions — to advance the firm’s digital capabilities.

• Serve as a champion for the firm’s AI-driven service delivery model, actively participating in the evolution of PKF O’Connor Davies’ technology strategy for family office and wealth management clients.
• Engage with and develop fluency in…