Family Office & Accounting Manager

SunEnergy1 • Stamford, CT

4d

About The Position

We are seeking a highly organized and adaptable Family Office & Accounting Manager to oversee financial operations across a diverse portfolio, with a strong emphasis on real estate investments and project-based accounting. This role requires a hands-on leader who can manage day-to-day accounting functions while supporting high-net-worth individuals and coordinating with internal teams and external contractors.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
• 5+ years of accounting experience, preferably within a family office, real estate, or multi-entity environment
• Strong experience with real estate accounting and project-based financial management
• Proven experience managing AP/AR functions
• Experience supporting high-net-worth individuals or family office structures
• Demonstrated ability to manage multiple projects and priorities simultaneously
• Strong leadership skills with experience managing teams and contractors
• Excellent communication skills with the ability to adapt in a fast-paced, evolving environment
• Proficiency in accounting software (NetSuite) and Excel

Responsibilities

• Oversee all accounting operations, including general ledger, financial reporting, and month-end close
• Manage and optimize accounts payable and accounts receivable (AP/AR) processes
• Ensure accuracy, compliance, and timeliness of all financial transactions
• Maintain financial records for multiple entities, including real estate holdings and related investments
• Manage accounting for real estate assets, including tracking expenses, budgets, and cash flow
• Oversee project tracking, including budgeting, forecasting, and cost allocation
• Partner with project managers and stakeholders to ensure financial alignment across projects
• Analyze project performance and provide actionable insights
• Support the financial needs of high-net-worth individuals, including reporting, budgeting, and expense tracking
• Coordinate across multiple entities, trusts, and investment structures
• Maintain confidentiality and discretion in handling sensitive financial information
• Supervise and manage AP/AR staff and external contractors
• Coordinate with third-party vendors, accountants, and advisors
• Drive process improvements and implement best practices across accounting operations
• Communicate effectively across stakeholders and pivot priorities as needed in a dynamic environment

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 11-50 employees