You will be responsible for overseeing daily accounting operations, focusing on financial reporting, cash management, and the coordination of multi-entity structures.

 Key responsibilities include managing client relationships, reviewing and analyzing financial statements, and ensuring the accuracy of reporting across complex portfolios.

This position integrates accounting with advisory services, providing exposure to client strategy formulation, financial decision-making processes, and initiatives for operational enhancements.

Ideal candidates are those seeking to transition into a role that emphasizes relationship management and advisory functions, particularly with high-net-worth individuals.

**Qualifications:**

- US CPA designation

- A minimum of 5 years of experience in public accounting

- Familiarity with family office structures and high-net-worth client services

- Proficient in financial statement preparation and multi-entity accounting

- Experience with QuickBooks or equivalent accounting software

- Strong client management skills

- Excellent communication abilities