Accounting Manager - Family Office / Wealth Management

Accounting Manager
Full-Time | Onsite in Tavares, FL (Monday-Friday)

NOW CFO is partnering with a client in the wealth management and family office space to identify a skilled and driven Accounting Manager to join their team in Tavares, Florida. This is a full-time, onsite opportunity for an experienced accounting professional to step into a leadership role within a dynamic and high-performing organization.

About the Role

The Accounting Manager will oversee day-to-day accounting operations, support strategic initiatives, and supervise a small team. The role includes managing multi-entity accounting functions, ensuring accurate reporting, and driving process improvements. This is a hands-on role that requires technical expertise, attention to detail, and strong leadership skills.

Key Responsibilities

• Lead and manage accounting operations, including AP/AR, payroll, and general ledger
  
• Oversee multi-entity coordination and intercompany transactions
  
• Prepare monthly, quarterly, and annual financial statements
  
• Lead the month-end close process and financial analysis reporting
  
• Supervise and mentor junior accounting staff, fostering professional development
  
• Maintain and improve internal controls, accounting policies, and procedures
  
• Manage systems (QuickBooks Desktop, financial platforms) and ensure data integrity
  
• Collaborate with executive leadership on budgeting, forecasting, and strategic planning
  
• Support external audits and ensure compliance with tax and regulatory requirements
  

Qualifications � Must Haves

• Bachelor�s degree in Accounting, Finance, or a related field
  
• 3+ years of progressive accounting experience
  
• Strong background in multi-entity accounting
  
• Proficiency in QuickBooks Desktop and Microsoft Excel
  
• Experience in AP/AR, payroll, reconciliations, and financial statement preparation
  
• Ability to manage competing deadlines and operate in a fast-paced environment
  
• High attention to detail and analytical mindset
  

Nice to Have

• Experience in a family office, wealth management, or investment advisory setting
  
• CPA or CPA track
  
• Supervisory or team leadership experience
  
• Experience with financial platforms such as TD Ameritrade, Fidelity, Schwab
  
• Payroll systems experience (e.g., Paychex, PEO Coadvantage)
  
• Advanced Excel skills (pivot tables, vlookups, modeling)
  
• Familiarity with real estate accounting and/or financial services
  

Compensation & Benefits

• Salary: $80,000 - $90,000 DOE
  
• 401(k)
  
• PTO (accrued)
  
• Strong opportunity for growth within a high-touch, complex group
  

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