Job Description

Job Description

Job Description

Salary:

We are seeking a highly skilled and discreet Finance Manager to oversee the financial operations of a private family office. This role requires a strategic thinker with deep experience in managing private wealth, payroll administration, and multi-entity financial reporting. The ideal candidate will bring analytical rigor, sound judgment, and a collaborative spirit to a dynamic and confidential environment

Youll be Great at this Role if:

• You are calm, adaptable, and solutions-oriented with a no task too small mindset
• You have exceptional emotional intelligence and polished communication style
• You are highly organized with strong multitasking and prioritization skills
• You can be discreet and trustworthy with sensitive information
• You have a great sense of humor and a team mindset

Key Responsibilities

• Prepare and deliver monthly, quarterly, and annual financial reports across multiple entities (LLCs, trusts, foundations).
• Oversee payroll processing and compliance, including coordination with HR, tax filings, and year-end statements (W-2s, 1099s).
• Administer compensation, bonuses, reimbursements, and benefit contributions for household and office staff.
• Lead budgeting, cash flow planning, and financial forecasting; provide variance analysis and strategic insights.
• Liaise with external CPAs, investment advisors, legal counsel, and insurance providers.
• Monitor and reconcile investment activity across asset classes (real estate, private equity, marketable securities).
• Manage general ledger bookkeeping, journal entries, and reconciliations; supervise internal or outsourced bookkeeping teams.
• Maintain financial recordkeeping systems for payroll, expenses, and disbursements.
• Support estate planning, tax preparation, and philanthropic initiatives.
• Identify and implement improvements to internal controls, financial systems, and reporting processes.

Qualifications

• Bachelors degree in Finance, Accounting, or related field; CPA or MBA strongly preferred.
• Minimum 7 years of financial management experience, ideally within a family office or UHNW private environment.
• Expertise in payroll systems and U.S. payroll tax obligations.
• Strong understanding of multi-entity structures, private investments, and employee classifications.
• High integrity and commitment to confidentiality.
• Proficiency in Excel and accounting platforms (QuickBooks, Sage Intacct, NetSuite).
• Exceptional communication skills and professional demeanor.

What We Offer

• Medical, Dental and Vision benefits with 100% of premiums paid for employees and their eligible family members
• A dynamic and respectful working environment
• Opportunity to support a thoughtful, kind, and engaged family
• Competitive compensation and potential for long-term growth

If you're a resourceful, service-minded professional who thrives in a fast-paced, high-trust environment, wed love to hear from you. Apply today and bring your expertise to a role where no two days are the same.

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