Accounting Manager- Family Office

Key Responsibilities: Manage accounting and financial reporting across multiple entities, including expense reporting and trial balance review. Oversee cash and liquidity management, banking activities and payment operations. Coordinate capital calls, distributions and related reporting. Serve as a primary contact for external tax advisors, including collecting K-1s and supporting tax projections and information requests. External advisors prepare and file tax returns. Maintain entity compliance documentation and coordinate state and registered agent filings. Work closely with senior leadership and external advisors to keep accounting activities accurate, organized and timely.

Qualifications: Approximately 5–7 years of relevant accounting experience. Bachelor’s degree in Accounting, Finance or a related field. CPA or progress toward CPA preferred. Experience in real estate investments, a family office, REIT, investment management or a similar multi-entity environment. Public accounting candidates with family office, REIT, private wealth or real estate clients are encouraged to apply. Strong Excel skills; Yardi experience is a plus. Ability to work independently, manage competing deadlines and communicate effectively with leadership and outside advisors.