Manager - Family Office
Karuna Advisors | Remote, US or Menlo Park, CA | Reports to Director
Who we are:
Karuna Advisors was founded by Janine Bisharat who wanted to create a professional services firm focusing on tax compliance, consulting, and family office management for ultra-high net worth clients.
Karuna provides a team of certified public accountants and professionals who have years of experience and in-depth resources to complete the technical expertise as needed. We are your trusted business advisors, and our goal is to provide you with proactive advice so you can make informed, timely decisions.
We use the Enneagram in our practice to understand each other better, including our clients, so that we may deliver information most efficiently and effectively to you.
Who we are looking for:
We’re looking for people who are highly motivated, out-of-the-box thinkers. If you enjoy a challenge and thrive in a fast-paced environment, then you may be the right fit for the role. You will work directly with other members of our team and clients, building a relationship as a trusted family office advisor and leader. You will collaborate daily, developing solutions to complex family office issues through research, use of cutting-edge technology, and consultation with other team members.
What the job entails:
- Oversee bill pay and wire transactions for clients
- Conduct a review of all client deliverables prepared by Staff and/or Senior Accountants, such as journal entries and financial statements
- Manage the completion of monthly, quarterly and year-end closings
- Provide information to tax teams for tax return preparation
- Work closely with financial advisors, attorneys and other professionals to achieve clients’ investment, financial, risk management, and real estate planning goals
- Oversee other daily tasks, such as but not limited to managing cash flow, complex travel arrangements, conducting insurance reviews, and coordinating jewelry and artwork management for clients
- Serve as engagement point-of-contact for most communications with clients
- Manage ad-hoc projects as needed
- Lead client team meetings and participate in internal management meetings
- Work closely with the engagement partner and staff to meet client expectations
- Manage client engagements for profitability and efficiency
- Develop and foster relationships with clients and third-party advisors
- Aid in the development of Interns, Staff, and Senior Accountants through career guidance, training, and the performance management processes
- Demonstrate interest in personal career growth and development
Qualifications:
- 6+ years of experience in accounting, or related field, preferably in a family office setting
- Bachelor’s degree in Accounting, Finance, Business Administration or related field; Master’s degree preferred
- CPA designation preferred
- Ability to prioritize and multitask in a fast-paced environment
- Experience with Financial Statements and Accounting
- High level of accuracy and strong quantitative skills, and the highest level of ethics, honesty and integrity.
- Excellent written and verbal communication skills
- Strong project management and organization skills and ability to manage competing priorities
- Exhibit professionalism and maintain client confidentiality
- Results-driven, self-starter who likes to take on new challenges
- Ability to work effectively both individually and in a team
Physical + Work Environment Requirements:
- Ability to sit for prolonged periods at a desk and working on a computer
- A quiet, undisturbed working space to preserve and maintain client confidentiality
What Karuna Offers:
- Benefits: Medical, dental, and vision insurance
- Technology: Computer + workstation set-up, including a monitor, provided
- Retirement: 401(k) and profit sharing
- Compensation: Generous wage and annual bonus
- Paid Time Off: Generous vacation policy in addition to 13 holidays, plus one floating holiday