You will be responsible for the daily management of accounting functions, which encompasses financial reporting, cash flow oversight, and the integration of multi-entity frameworks. 

Key responsibilities include fostering client relationships, conducting thorough reviews of financial statements, and guaranteeing precision in financial reporting across intricate portfolio structures.

This position merges traditional accounting practices with a consultative approach, providing opportunities for involvement in client strategy formulation, financial decision-making processes, and operational efficiencies.

Ideal candidates will be transitioning into a role that emphasizes relationship-building and advisory services, particularly those with a focus on high-net-worth individuals and family offices.

**Qualifications:**

- Active US CPA certification

- Minimum of 5 years’ experience in public accounting

- Expertise in family office or high-net-worth client environments

- Proficiency in financial statement preparation

- Experienced in managing multi-entity accounting systems

- Familiarity with QuickBooks or equivalent accounting software

- Strong skills in client relationship management

 Excellent communication capabilities