Manager, Outsourced Family Office Accounting Services

Description & Requirements

Our Outsourced Family Office Accounting Services team is a trusted partner to ultra-high net‑worth individuals and families navigating complex financial and tax reporting demands. Through an aligned focus on people, process, and technology, we help simplify the complexities that come with building and sustaining wealth. From supporting day‑to‑day transactions to delivering value‑driven dashboards, our teams enhance financial transparency and enable better decision‑making.

• Build and maintain high trust relationships with individuals and families, customizing service offerings to support client needs
• Coordinate and execute multiple concurrent client projects, managing priorities and timelines
• Oversee full‑cycle accounting and ensure timely and accurate reporting
• Support the preparation and review of customized dashboards
• Deliver virtual and on‑site outsourced advisory services
• Oversee family office application implementation projects
• Drive adoption of innovative tools and platforms that streamline workflows and improve client value
• Partner with leadership on proposals and presentations
• Facilitate training and professional development for associates and colleagues
• Mentor and develop high‑performing teams; promote a collaborative, service‑first culture

• Bachelor's Degree in Accounting, Finance or a related business field
• 5+ years of experience in public accounting and /or working within the family office industry
• Strong familiarity with accounting cycles and processes
• Knowledge of accounting for investments
• Excellent verbal and written communication skills
• Precise attention to detail and commitment to quality
• Proficiency in Microsoft Office Suite
• Ability to oversee and prioritize multiple projects simultaneously
• Strong collaborator with ability to coordinate complex relationships

• High emotional intelligence and a strong client‑service mindset
• Experience with Sage Intacct or similar family office reporting platform
• Strong working knowledge of individual and partnership tax
• Current and valid CPA license

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we are building something different. We are guided by a shared promise:
Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well‑being‑empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit (Use the "Apply for this Job" box below)..

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

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