The Glenora Company has an outstanding opportunity for a full-time accountant/bookkeeper to join our team in Milwaukee, WI. The role is unique, varied and highly service-oriented to meet our clients’ needs. The anticipated start date is October 3rd. Responsibilities: • Pay client bills & allocate to various accounts • Pay tax estimates ...
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Company Introduction: We are seeking a Chief Financial Officer (CFO) to join our family office within the Greater Cleveland/Akron, Ohio, area. Our family office is a five-year-old management services and family office organization that supports wide-ranging business, non-profit, philanthropic and family activities. Our family takes the long view...
About the Job: The individual in this role will be highly collaborative and serve as a key member of the senior management team responsible for providing services to our clients. This highly visible role will be responsible for the vision, strategy, and leadership of all Talent Services areas.Responsibilities:• Provide leadership and str...
CLIENTOur client family is headquartered in El Segundo and is an active, business-owning, single family office and real estate investment firm.The core business is asset management, acquisition and development, as well as investment management, and the assets are commercial real estate (acquired and developed) and a diversified securities portfolio...
Job Summary The Senior Accountant position is within the Financial Reporting unit of a Single Family Office whose primary focus is property management. The position will report to the Assistant Controller and work with a team. The position is located in Midtown Manhattan, New York. Experience and Education CPA Bachelor’s degree in...
TFO Phoenix, Inc. a multi-family office and Registered Investment Adviser serving wealthy families and institutions, is looking to expand its team of professionals. Since our founding in 2011, our firm of 28 professionals has seen significant growth in the the number of families we serve. We are seeking a talented Strategic Initiatives Manager to h...
The Opportunity: The Chief Executive Officer candidate selected shall have the opportunity to assume a leadership role in an almost 40 year old organization providing wealth management services in connection with a series of trusts, foundations and other entities for a sophisticated financial family. The successful CEO will help shape and imp...
OUTSTANDING CAREER OPPORTUNITY IN THE FAMILY OFFICE INDUSTRYJohnson Keland Management, Inc. has an outstanding opportunity for an accountant/bookkeeper to join our team in Racine, WI. (The title of this position is Client Representative.) This is a full-time position, Monday through Friday, 40 hours per week.The Client Rep’s role is unique, v...
Are you a good listener, organizer and problem solver? Do you enjoy variety and relish strong relationships and community? Are you driven by plans and deadlines? Consider joining Touching the Earth Property Management in beautiful North Kohala!The Project Manager and Owner’s Representative has important responsibilities: represents the owners...
Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. is a reputable public accounting Firm that is growing!We are a local large CPA Firm that offers our clients tax, audit, family office, and business valuation & litigation services. We are located in scenic downtown West Palm Beach, FL. CDL is seeking a Family Office Manager to jo...
Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. is a reputable public accounting Firm that is growing!We are a local large CPA Firm that offers our clients tax, audit, family office, and business valuation & litigation services. We are located in scenic downtown West Palm Beach, FL. CDL is seeking a Family Office Supervisor to...
Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. as a public accounting Firm offers clients tax, audit, family office, and business valuation & litigation services. Located in sunny downtown West Palm Beach, FL. CDL is seeking a Staff Accountant to join our staff in the dynamic and rapidly growing Multi-Family Office department. As ...
Caler, Donten, Levine, Cohen, Porter, & Veil, P.A. as a public accounting Firm offers clients tax, audit, family office, and business valuation & litigation services. Located in sunny downtown West Palm Beach, FL. CDL is seeking an Accounts Payable Specialist to join our staff in the dynamic and rapidly growing Multi-Family Office dep...
Looking for variety and an opportunity to build your career? North Kohala multi-business owners are seeking a full time Sr. Accountant professional with effective and friendly communication skills and a positive attitude. The Senior Accountant has important responsibilities: oversee, evaluate, facilitate, coordinate and orchestrate the financial as...
A small legal, financial and tax services company (known as a “family office”) located in downtown Baltimore seeks a Senior Tax Accountant. The clients of this company are all members of a single large philanthropic family. The family office offers services including tax planning and compliance, estate planning and administration,...