This range is provided by Atlantic Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$100,000.00/yr - $120,000.00/yr
Additional compensation types
Annual Bonus
Overview:
Join the family office services arm of a top-tier asset manager with a $10bn+ in AUM. This role offers direct client interaction, collaboration with expert advisors, and the opportunity to oversee critical financial operations, including cash flow management, expense tracking, and financial reporting. If you thrive in a fast-paced, client-focused setting and are passionate about delivering high-quality financial solutions, this is your chance to make a meaningful impact.
Responsibilities
Cash flow management
Bill payment processing
Financial reporting
Budgeting & forecasting
Investment oversight
Tax coordination
Debt & insurance management
Client onboarding & documentation
Charitable contributions
Qualifications
Bachelor's degree required; CPA preferred
6+ years of experience in accounting, financial reporting, or alternative asset management
Expertise in personal tax compliance and general ledger management
Client-facing experience in public accounting, multi-family office, or single-family office settings
Strong Excel skills
Strong attention to detail, multitasking ability, and adaptability in a fast-paced environment
Experience with AgilLink or similar general ledger systems is a plus
ID: 43565
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing and Finance
Industries
Financial Services and Investment Management
Referrals increase your chances of interviewing at Atlantic Group by 2x