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Family Office Accounting Manager

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Minneapolis

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for an experienced Family Office Accounting Manager to lead and oversee the financial administration team in Twin Cities, Minnesota. This role focuses on managing workflows, ensuring timely and accurate client deliverables, and optimizing accounting systems for efficiency and accuracy. The ideal candidate has strong attention to detail, tech savvy, leadership capabilities, and a commitment to delivering exceptional client service.

Job Responsibility:

  • Supervise daily operations of the financial administration team to ensure high-quality deliverables are completed on time
  • Coordinate workload planning and prioritization across team members and client assignments
  • Maintain oversight of recurring client tasks such as reconciliations, financial statements, and cash flow reporting
  • Drive process improvement initiatives to enhance efficiency, quality control, and consistency
  • Implement and optimize accounting software to improve workflows, data accuracy, and automation
  • Manage a portfolio of clients by providing comprehensive financial administration support, including transaction recording, reconciliations, and monthly reporting
  • Prepare and review cash flow reports, financial statements, and budgets for clients and related entities
  • Conduct ad hoc analyses for investment needs, real estate transactions, charitable contributions, and personal finances
  • Review team outputs for accuracy and adherence to established procedures, ensuring quality control
  • Collaborate with cross-functional teams and external professionals, such as tax accountants, attorneys, and investment managers, to meet client objectives

Requirements:

  • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
  • Minimum of 5 years of experience in financial administration, accounting, or a related role
  • At least 1–3 years of supervisory or team leadership experience, formal or informal
  • Proficiency with personal accounting software such as QuickBooks, Sage Intacct, or Bill.com
  • Strong knowledge of bookkeeping and accounts payable/receivable principles
  • Proven ability to handle complex financial transactions and reporting across multiple entities
  • Excellent analytical skills with a keen eye for detail and accuracy
  • Exceptional communication skills, both written and verbal, with the ability to clearly explain financial information to clients
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
March 25, 2026

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