Family Office Manager

Family Office Manager - NYCThe founding partners of a privately held, multi-generational business are creating a single family office seat to manage the personal financial affairs of several related households. The hire will lead an established and trusted accounting team, modernize the systems and reporting, and bring investment oversight, tax coordination, and estate and philanthropy administration under one accountable person. The role reports directly to the partners and serves them and their adult children as clients.Core ResponsibilitiesInvestments: consolidated view of all holdings (public, private funds, real estate partnerships, direct deals); capital calls, distributions, K-1s; oversight of outside advisors and managers; diligence support on new deals.Banking and cash: all household and entity accounts, reconciliations, bill pay, 90-day cash forecasting, signatory and access controls.Tax: single point of contact for the families' CPA firm across individual, trust, partnership, and gift returns; estimates, extensions, and deadlines.Consolidated reporting: quarterly net-worth statements per household and for the family as a whole; selection and ownership of a reporting platform.Estate and trust coordination: working partner to estate counsel; trust administration, funding, distributions, annual gifting.Philanthropy: donor-advised funds, foundation administration where applicable, pledge tracking, annual giving reports.Must haveCPA (or equivalent) with hands-on trust, partnership, and gift tax experience.7+ years serving high-net-worth families, and at least one role where they were personally accountable for the full picture across multiple households or entities.Working fluency in alternative investments: private funds, real estate partnerships, direct deals.Modernizer temperament: comfortable inheriting a working but dated setup, earning the trust of a tenured team, and upgrading systems, controls, and reporting without breaking what works.Discretion that is beyond question. The role carries signatory authority and full visibility into every household.Ideal backgroundsThe number-two at a $200M–$1B single family office who is ready to run their own seat.A senior manager or director in a Big Four or regional firm's private client / family office practice.A controller at a multi-family office who wants to serve one family deeply instead of twenty lightly.Compensation: $175k-200kWe recommend keeping your profile up to date and gathering professional references early in your job search. WorkGrades is a free tool you can use to collect, manage, and share your references with us or with any other prospective employers. Get ahead by preparing your references early: https://www.workgrades.com/home/candidate.