Director of Client Accounting & Financial Operations

Role Overview

The Director of Client Accounting and Financial Operations is responsible for leading the accounting, financial and operational delivery of services to the office’s clients, including the primary anchor family. This role will provide financial and operational leadership to support the integration of the office into the Company’s broader platform, standards, systems, processes, and service model.

What You Will Do

The role will coordinate with outsourced accounting and tax providers, banks, custodians, investment professionals, and other external advisors. The Director will retain internal ownership of financial workflows, quality control, provider relationships, reporting, deliverables, and follow-through.

Why It Might Be a Fit

A successful hire will bring strong accounting and financial expertise to oversee financial operations and outsourced accounting and tax providers, ensuring that financial activities are accurate, timely, well-controlled, and aligned with company standards.

Requirements

• Minimum of 12 years of progressive experience in accounting and financial operations, including direct team oversight.
• Bachelor’s degree in Accounting, Finance, or related field and CPA required.
• Proficiency in Sage Intacct, Sage SEM, BILL, Addepar, and Microsoft Office.
• Strong client relationship management and communication skills, with experience supporting sophisticated client needs and financial matters.
• Trust knowledge/experience as well as fiduciary practices strongly preferred.

Benefits

• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement
• Gym membership discounts
• Colleague Assistance Program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Daycare late pick-up fee reimbursement
• Basic Life & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & Dismemberment Insurance
• Short Term Disability
• Paid parental leave
• Group Long Term Disability
• Pet Insurance
• 401(k) (50% employer match up to IRS limit, 4 year vesting)