Manager, Family Office Account Management

What you’d do

Serve as primary contact for family office clients, handling financial matters, meetings, and coordination with tax, legal, and investment professionals. Review ledgers, reconciliations, cash flow, invoices, and tax filings. Full time in New York City. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Bachelor's in accounting, finance, business administration, or related field
• 5+ years accounting, high-net-worth accounting, or business management experience
• Client relationship management
• Financial statement and general ledger review
• New York City based