Associate Director, Personal CFO Services

Associate Director, Personal CFO Services To Apply Now - email your resume to [email protected] Who: Senior accounting professionals with 8–12+ years of partnership or complex entity accounting experience and strong Sage Intacct expertise. What: Lead complex partnership, trust, and multi-entity accounting for ultra-high-net-worth family structures within a Personal CFO Services environment. When: Full-time leadership role within an expanding team. Where: Hybrid or remote flexibility (details shared during interview process). Why: Join a growing Personal CFO Services team and oversee sophisticated family office accounting structures in a high-impact, high-visibility role. Salary: Competitive and commensurate with experience (details provided during interview process). Role Overview The Associate Director is a senior, hands-on accounting leader responsible for overseeing complex partnership, trust, and entity accounting. This role requires deep technical expertise, strong judgment, and the ability to independently manage intricate accounting workstreams in a fast-paced, high-expectations environment. Key Responsibilities Oversee partnership, trust, and complex entity accounting for ultra-high-net-worth family structures Serve as subject-matter expert for Sage Intacct, including chart of accounts design and dimensional reporting Lead Sage implementations, system conversions, and client onboarding initiatives Review general ledger activity, reconciliations, allocations, and financial statements Maintain partner capital accounts, allocations, contributions, and distributions Prepare and review financial statements and supporting schedules Present accounting structures and reporting matters in client meetings Identify accounting risks and inefficiencies; recommend process improvements Serve as escalation point for complex accounting matters Support standardized accounting policies, procedures, and internal controls Qualifications Required Bachelor’s degree in Accounting, Finance, or related field CPA strongly preferred 8–12+ years of partnership, family office, public accounting, fund administration, or complex entity accounting experience Deep technical knowledge of partnership accounting and financial reporting Hands-on experience with Sage Intacct or similar enterprise accounting systems Strong analytical skills and exceptional attention to detail Ability to independently manage multiple complex workstreams Preferred Experience supporting ultra-high-net-worth families and multi-entity structures Experience with accounting system implementations or data transitions Strong written and verbal communication skills To Apply Now - email your resume to [email protected] Associate Director leading partnership accounting and Sage Intacct operations for ultra-high-net-worth family office structures.