Family Office Accounting Manager

Family Office Accounting Manager
Hybrid – Wellington, FL

SNI Companies is seeking an experienced Accounting Manager to oversee accounting functions for a high-net-worth family’s operations and manage an outsourced team. This role will act as a key point of contact between executive leadership and accounting staff, ensuring financial accuracy, operational efficiency, and strategic alignment with the family’s goals.

The Accounting Manager will handle accounting for various operations, including personal wealth management, estate operations, and other family-related financial functions. This role requires expertise in household budgeting, vendor management, financial reporting, and the management of high-net-worth family financial structures.

This hybrid position is based in Wellington, FL, with occasional travel required.

Responsibilities:

• Oversee and supervise outsourced accountants responsible for day-to-day accounting tasks, ensuring the accuracy and timeliness of financial records across personal wealth management, estate operations, and household activities.
• Collaborate closely with the Director of Operations to align on financial planning, family budgets, and operational efficiency, supporting the family’s broader financial objectives.
• Manage vendor payments, expense tracking, and payroll for household staff across multiple properties, ensuring accuracy and timely disbursements.
• Conduct regular audits of accounting processes, identifying discrepancies or inefficiencies, and recommending improvements to ensure financial integrity.
• Work with legal and tax professionals to ensure tax filings, estate planning documents, and other financial requirements are handled appropriately.
• Develop and monitor budgets for various family operations, including household expenses, staffing, and activities, ensuring alignment with financial goals.
• Integrate and maintain historical financial records for all family operations, ensuring accuracy for audits, compliance, and long-term financial planning.
• Take ownership of the family office's accounting operations, identifying opportunities for process improvements and minimizing financial risks.
• Maintain clear communication with internal and outsourced teams to ensure alignment on financial objectives and priorities.
• Ensure timely preparation of necessary documents for tax filings, ensuring compliance with relevant tax regulations.

Qualifications:

• Proven experience in accounting management with a focus on estate operations, personal wealth management, and high-net-worth family financial structures.
• Strong understanding of household budgeting, payroll management, vendor relations, and financial planning for personal and family needs.
• Proficiency in financial reporting, balance sheet accounting, and compliance with relevant tax regulations.
• Experience conducting audits and identifying discrepancies or inefficiencies in accounting processes.
• Strong analytical and problem-solving skills, with a keen attention to detail and a commitment to maintaining financial accuracy.
• Ability to work independently, take initiative, and provide insights to executive leadership.
• Excellent interpersonal and communication skills, able to work with outsourced teams, family members, and senior leadership.

Soft Skills:

• Independent, proactive, and able to self-manage with minimal oversight.
• Strong organizational and time-management abilities.
• Adaptable and able to navigate complex financial situations.
• Detail-oriented, with an emphasis on accuracy in all financial reporting.