Director - Family Office Accounting Services; CPA Firm

About PKF O’Connor Davies PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact.

We are also committed to supporting work‑life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

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…