Director – Family Office (cpa firm)

CPA firm 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, QuickBooks Online, and NetSuite, 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. 

CLIENT SERVICE

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 QuickBooks Online, Sage Intacct, and NetSuite, 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. 

LEADERSHIP

Lead, mentor, and develop a team of managers, seniors, and staff. 

Provide training and guidance on technical accounting matters, including adoption of AI-assisted workflows, automation tools, and cloud-based platforms. 

BUSINESS DEVELOPMENT

Build and maintain strong client relationships. 

Identify opportunities to expand services within existing accounts. 

Participate in business development initiatives, networking, and thought leadership activities.