Accounting Manager - Family Services

If you’re looking for the next rung on the traditional accounting ladder (Senior Accountant → Accounting Manager → Controller → CFO) — this may not be the role for you. But, if you’re an accountant with strong technical chops who’s ready to pivot into something more dynamic, more relational, and more impactful, you may have found your next chapter.

We’re looking for an experienced and values-driven Accounting Manager - Family Services to assume full leadership of the Family Services accounting and finance function in a multigenerational family office. This is a hands-on position embedded in the world of private clients, complex entity structures, and generational stewardship, not month-end close cycles or corporate consolidations.

You’ll work closely with our Vice President of Family Services and collaborate regularly with family members, internal colleagues, and professional advisors. It’s a highly relational role that requires accuracy, flexibility, speed, and discretion, along with a steady hand and an appetite for change.

We know this is a career pivot for many accountants. The right person embraces that. Some of our strongest candidates have asked themselves:

“How do I use my accounting background in a way that feels more human, more values-aligned, more durable?”

“Can accounting be a high-impact career you grow into, not burn out from?”

If that sounds like you, we’d love to talk.

About White Oak

White Oak Enterprises is a professional family office and investment platform committed to responsible ownership, long-term value creation, and social impact. We prioritize integrity, persistence, humility, and collaboration - and we work hard to build a culture that reflects those values every day.

Role Purpose and Trajectory

White Oak Enterprises is seeking an experienced and values-driven Accounting Manager to assume full leadership of our family accounting and finance operations. This individual will be responsible for financial reporting, cash management, bookkeeping oversight, and tax coordination across a complex set of trusts and entities supporting a multigenerational family.

This is a hands-on role where no two days look the same. We’re looking for someone who thrives in a dynamic environment, enjoys variety in their work, and moves quickly to solve problems. You’ll work directly with the Vice President of Family Services and interact regularly with family members and colleagues who depend on timely, accurate financial information.

Over time, there is a meaningful opportunity to help shape the future of White Oak’s accounting operations, as well as take on a more significant leadership role. But right now, the focus is on taking ownership, building trust, and leading by doing — with energy, organization, adaptability, and an eye toward continuous improvement.

Essential Duties / Responsibilities

• Assume full ownership of day-to-day accounting operations — leading all financial and treasury workflows across trusts, foundations, and operating entities
• Oversee cash management, managing banking and brokerage accounts, forecasting cash requirements, and coordinating deposits and distributions
• Manage a small internal team, tasked with bookkeeping and the delivery of corporate and family accounts payable, accounts receivable and payroll services
• Prepare and review financials for internal and external use, ensuring timeliness, accuracy, compliance, and clarity
• Field and respond to real-time financial questions and concierge requests from family members, senior leadership, and staff — with speed, confidence, and clarity
• Lead system and process improvements, including documentation, workflow optimization, and potential ERP transitions
• Continuously look for ways to make things better — more streamlined, more scalable, and more responsive to the needs of the organization

Qualifications

We encourage you to apply for this role even if you do not fit 100% of the points below. We hire for attributes over experience. We seek individuals with a bias for action, who are tenacious in overcoming obstacles, and who act with candor and kindness. We believe in empowering these individuals to do their best work. The right person can learn their way into great performance and use what they’ve learned to teach the team.

Must-have behaviors

• You thrive in fast-moving environments and enjoy managing multiple priorities at once.
• You’re organized, excelling at creating systems that maintain order and consistency.
• You’re adaptable, seamlessly shifting between tasks when the planned flow of work is interrupted by new demands without losing focus, accuracy, or positivity.
• You’re hands-on and precise - someone who thrives managing day-to-day responsibilities independently, patiently, and accurately, while proactively seeking opportunities to enhance systems and optimize processes.
• You’re brisk, responsive, and decisive - someone who brings momentum to your work and helps others keep moving.
• You’re hands-on and detail-oriented, and always looking for ways to improve the system, not just complete the task.
• You’re energized by variety and change, not slowed down by them.
• You communicate clearly and directly, especially when translating financial complexity into simple insights for non-experts.
• You’re collaborative, humble, and lead through action.

Must-have experience or skills

• Bachelor’s degree in accounting or a related field
• CPA designation or equivalent competencies demonstrated through experience in public accounting
• 5-10 years of relevant accounting experience, including financial reporting and operational oversight, with increasing responsibility
• Strong working knowledge of QuickBooks or similar accounting software
• Experience with payroll, accounts payable/receivable, and/or outside vendor management
• Familiarity with cash flow forecasting, treasury management, bank and investment account reconciliations, and internal controls
• Comfort working in a dynamic, people-oriented, and values-driven environment

Nice to have

• Experience in a family office, investment advisory, or small business setting
• Experience working with ultra-high net worth individuals or public company insiders
• Exposure to estate planning, trust, or exempt organization/foundation accounting
• Experience leading or developing process design or innovation
• Experience improving accounting systems and workflows, especially ERP transitions
• Experience managing and developing a team of outstanding performers
• MBA, Masters of Accounting or Finance, or other advanced financial training

Compensation

Salary: $120,000-140,000, based on experience

Bonus: up to 10% of salary, based on achievement of performance goals

Full medical and dental insurance, PTO, 401K