Family Office Accounting Manager - Creative Financial Staffing
Boston, MA
About the Job
Creative Financial Staffing (CFS) has partnered with a newly created family office in their search for an Accounting Manager. This position will support the families' real estate portfolio, valued at over $2 billion, consisting of over 100 properties across the East Coast.
Why work here?
- Report directly to the Managers of the Holding Company
- Newly created, ability to build a team from the ground up
- Competitive salary and benefits
- Hybrid
Responsibilities of the Accounting Manager include but are not limited to:
- Serve as the primary accounting administrator
- Oversee and manage a portfolio primarily comprised of multifamily residential properties, with additional office, hotel, and resort properties
- Work closely with the Managers of the holding company to oversee the Trust's real estate assets
- Administer the ongoing process of dividing and distributing assets from the Trust among a small group of immediate family beneficiaries
- Manage the complexities of the Trust's holdings, which include a mix of partnerships, LLCs, and S Corps.
- Coordinate the consolidation and management of cash, fixed income, and securities under a high-net-worth client management firm
- Ensure the timely and accurate preparation of reports and financial statements for the holding company and family office
- Provide expertise in real estate partnerships, tax-related matters, and the financial operations of the Trust
- Maintain strong communication with the holding company Managers, family beneficiaries, and external partners (accountants, attorneys, investment managers)
- Oversee administrative functions, ensuring compliance with legal, tax, and financial regulations related to the Trust and its assets
Qualifications:
- Experience with real estate partnerships, tax structures (LLCs, S Corps), and high-net-worth estate management
- Strong administrative, organizational, and reporting skills
- Excellent communication skills for managing relationships with family beneficiaries, stakeholders, and external partners
- Experience in managing high-value real estate portfolios or similar asset management roles
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Source : Creative Financial Staffing