At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

The Family Office is a sub department of our Real Estate OFA practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals. With an emphasis on effective administration, coordination, and planning, we work alongside Moss Adams wealth management and tax professionals as well as our clients outside advisors to ensure that family wealth is properly managed to achieve the desired outcome.

The Family Office Senior Manager will oversee and supervise all Family Office Staff. In addition, the Family Office Senior Manager is responsible for managing the ongoing financial reporting operations including review of periodic financial reports, KPI’s, and other management reports. The Family Office Senior Manager provides critical oversight and account management to ensure the right policies and procedures are implemented, controls are designed to mitigate risk, and ensures reported results comply with generally accepted accounting principles.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

• Responsible for all Family Office Accounting functions in their assigned portfolios reporting directly to the Partners. Performs overview of financial statements for inconsistencies and opportunities of increased revenue generation or cost savings.
  
• Maintain existing client relationships and assist Partners in developing new business for the firm in pre-identified industries and demographic sectors
  
• Ensure that all company policies, procedures, and processes are adhered to at all times and that all assigned work is delivered on time and accurately to the client
  
• Provide guidance and supervision of engagement teams to ensure all deadlines are met. Ensures important information from management is shared with employees and others as appropriate
  
• Facilitates teams though problem solving and creative thinking processes leading to the development and implementation of new approaches, systems, structures, and methods
  
• Follows sales process to increase firm’s probabilities of winning and maintains adequate number of active opportunities to achieve annual sales goal
  
• Coordinate annual audit and/or tax return with outside CPA firm
  
• Reviews journal entries prepared by team members and facilitates updates needed to the general ledger and other data requirements
  
• Stay abreast of business, industry, and market information that may reveal business opportunities or risks
  
• Follow sales process to increase firm’s probabilities of winning and maintain adequate number of active opportunities to achieve annual sales goal

Qualifications:

• Bachelor’s degree required and 7 years of relevant experience or equivalent
  
• CPA Preferred
  
• Experience with Excel, Word, Outlook required. Experience with QuickBooks Online, and other cloud accounting tools preferred.
  
• Experience with accounts payable, accounts receivable, payroll, employee benefits, and general ledger accounting.
  
• Excellent verbal and written communication skills
  
• Ability to direct, develop, and coach team members
  
• Experience in autonomous decision making weighing the costs, benefits, risk and chances for success
  
• Experience in applying a strategic process to generate new opportunities with clients and prospects
  
• Ability to travel as needed, approximately 15%

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careers page.

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