Director - Family Office Accounting Services (CPA Firm)
pkf oconnor daviesWoodcliff Lake (NJ)
Director - Family Office Accounting Services (CPA Firm)
Posted today
pkf oconnor daviesWoodcliff Lake (NJ)
SENIORITY
Manager
About the role
Overview:
In this Director role, you will lead delivery of comprehensive accounting and financial services for high-net-worth family office clients. You will manage a team and collaborate across tax, advisory, and service lines to provide integrated solutions. The position emphasizes technology-driven delivery and AI-enabled workflows to scale services. You will shape the Family Office practice and drive growth within a collaborative, values-driven firm. This is an opportunity to impact clients’ financial operations while advancing PKFOD’s digital-first service model. Compensation / Benefits Medical, Dental, and Vision plans 401(k) plan and Profit-Sharing Flexible Spending & Health Saving accounts Paid Time Off and firm holidays Parental leave benefits Training & Certification programs
Responsibilities:
Oversee accounting, reporting, and financial management for family office clients with complex structures Review financial statements, cash flow, budgets, and reporting packages Serve as primary client contact ensuring high-quality service and responsiveness Coordinate with tax, advisory, and other service lines for integrated solutions Oversee onboarding of new clients and technology platform configuration with QBO, Sage Intacct, and NetSuite Provide strategic financial guidance and operational support to clients and their advisors Lead and develop a team of managers, seniors, and staff; ensure quality control Assist with resource planning, workflow management, and adoption of AI-assisted workflows and cloud platforms Support business development initiatives and growth within existing accounts
Key requirements:
Must be able to work in-office a minimum of 3 days per week Bachelor’s degree in Accounting Active CPA license 10+ years of progressive experience in public accounting or family office Experience with high-net-worth individuals and complex entities Deep knowledge of partnership accounting, investments, and financial reporting Proven leadership and client relationship management skills Ability to manage multiple engagements and deadlines in a fast-paced environment leadership communication client relationship management Sage Intacct QuickBooks Online NetSuite
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