Search Group Solutions is supporting a key client in the recruitment of a Family Office Manager within their Personal CFO Services group. This role serves as the central point of coordination for client households and advisory partners, overseeing a broad mix of family office accounting, reporting, and financial administration for complex individual and entity structures.

Core Responsibilities

Client Accounting Services

• Lead onboarding for new client engagements, including establishing reporting workflows, charts of accounts, vendor files, and household data structures.

• Deliver ongoing accounting support: journal entries, investment activity reporting, payroll oversight, and reconciliation of financial information across multiple entities.

• Research and resolve discrepancies or irregularities in client statements and financial data.

• Produce periodic financial reports and analysis for high-net-worth individuals, families, trusts, and related entities.

• Coordinate and monitor cash movements, liquidity needs, and account activity.

• Partner with internal teams to review reconciliations and finalize reporting packages.

• Manage annual 1099 reporting requirements.

• Track charitable giving, gifting activity, cost basis items, and other key financial details.

Client Bill Payment Services

• Review and approve bill payment workflows and processing.

• Reconcile bill pay accounts, investigate differences, and ensure accurate records.

• Prepare recurring and ad hoc bill payment reporting for clients.

Client Relationship Management

• Function as the primary day-to-day contact for clients, handling communication, project coordination, emerging issues, and ongoing service needs across several concurrent relationships.

• Prepare meeting materials and facilitate client meetings when required.

• Liaise with external advisors including wealth managers, CPAs, attorneys, and estate planners.

• Provide data and analysis that supports tax planning, estate strategies, charitable initiatives, and related advisory work.

• Execute special projects aligned with client needs and long-term objectives.

Team Leadership

• Provide daily oversight and support to the client service team.

• Train new team members on internal protocols, quality standards, and best practices.

• Maintain accountability for the team’s deliverables, accuracy, and service quality.

Qualifications

• Exceptional accuracy, attention to detail, and commitment to high-quality service.

• Strong professional presence and client-service orientation.

• Ability to operate within strict process, control, and confidentiality frameworks.

• Bachelor’s degree in Accounting or a related field.

• CPA strongly preferred, with experience in public accounting.

• 5–8 years working with individual financial statements, investment activity, and multi-entity structures.

• Working knowledge of foundations, trusts, estate planning concepts, and related tax considerations.

• Broad technical knowledge across general ledger, AP, payroll, income tax concepts, investment reporting, and banking operations.

• Proven success working in a fast-moving environment requiring accuracy and big-picture awareness.

• Strong prioritization, organization, project management, and communication skills.

• Ability to balance multiple client demands and internal deadlines.