Job Description
In Family Office Services (FOS), we act as personal CFO’s for high-net-worth families. We offer a customized approach for each family, which includes services such as cash management, lifestyle management, integrated financial planning opportunities as well as day‑to‑day accounting and compliance needs.
The candidate must possess in‑depth knowledge of accounting for investments and partnerships, sound knowledge of corporate, personal income, trust and partnership taxes as well as a good understanding of financial products in order to serve the interests of a high-net-worth client base. Act as a point of contact for clients. The manager will provide guidance and leadership to reports ensuring deadlines are met and work is reviewed accordingly.
Responsibilities and Duties
- Serve as the primary contact person for the families regarding accounting and fiscal matters.
- Work collaboratively with various departments to identify...