Family Office Manager West Palm + Outsourced Services

At Eisner Amper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the Eisner Amper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

As a member of the Family Office team, the Manager is responsible for managing multiple client engagements simultaneously and works with staff to coordinate workflow. A Manager develops and coaches staff and establishes relationships to develop new business for the Firm. Performance is judged based on management and leadership skills, quality of work, ability to meet time constraints and practice development.

This position will be primarily based in our West Palm Beach office.

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
• You will have the flexibility to manage your days in support of our commitment to work/life balance
• You will join a culture that has received multiple top “Places to Work” awards
  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
  • We understand that embracing our differences is what unites us as a team and strengthens our foundation
  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

• Assumes full responsibility for managing and supervising engagements and special assignments.
• Reviews supporting staff’s work for accuracy.
• Assists with the entering, reconciling and reporting of various investment strategies; reviews bank and brokerage statements for accurate reconciliations and expected activity; reviews deposit logs to confirm proof of deposit to appropriate account. Responsible for maintaining the accounting functions of the client and their various entities.
• Demonstrates a high level of technical proficiency. Keeps informed of current technical developments and pending matters important to the Firm, the profession and clients.
• Support the supervision, training, and development of less experienced staff members.
• Recognizes non-routine accounting, investment and tax problems in client operations and after researching develops recommendations for solutions with appropriate personnel.
• Monitors the realization of engagements and pursue strategies to provide satisfactory engagement economics without sacrificing quality.
• Assist partners and senior managers on draft client billing, manage collections and AR aging.
• Participate with preparation client meeting agenda and materials.
• Make good judgement on items that have tax implications and communicate efficiently and effectively with tax teams about the same.
• Assist partners and senior managers to stay on top of organizing tax documents.

Basic Qualifications:

• Bachelors or Master’s degree in accounting or related field, or equivalent training and experience.
• At least 6–8 years of relevant experience demonstrating increasing complexity of responsibilities, along with a strong understanding of how Family Office Services and tax work are connected.

Preferred/Desired

Qualifications:

• Strong knowledge of U.S. GAAP and financial reporting requirements.
• Familiarity with cloud-based accounting systems including Quick Books, Xero, Intacct, Net Suite, , Concur, Expensify.
• Ability to effectively collaborate with, mentor, and develop team members.
• Team player with strong communication and analytical skills.
• Strong time management and organizational skills.
• Currently holds a valid CPA license or is…