MFO Manager
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 join our Multi-Family Office team of highly motivated professionals. As a Family Office Manager, you will have the opportunity to experience the intricacies of a niche accounting market and manage complex work.
We are seeking an organized, detail-orientated leader with a proven ability to teach and coach staff.
RESPONSIBILITIES:
- Manages multiple client engagements and works with staff to coordinate workflow.
- Supervises engagements and special assignments.
- Maintains the accounting functions of the client and their various entities.
- Recognizes non-routine accounting, investment and tax problems in client operations and develops recommendations for solutions.
- Manages engagement realization and pursues strategies to provide satisfactory engagement economics.
- Supports staffing efforts by providing feedback on applicants, participation in conducting interviews and the overall hiring process.
- Utilizes high level of technical proficiency to review supporting staff's work.
- Develops and coaches staff, and establishes relationships to develop new business for the Firm.
- Bachelor’s or Master’s degree in accounting or related field, or equivalent training and experience.
- At least six to eight years experience demonstrating a progression in complexity of responsibilities.
- Either hold a current and valid CPA license or working towards obtaining the license by taking and passing the Florida CPA exam.
- CPA’s must be members in good standing with the AICPA.
- Proficiency with Microsoft Office programs (Excel, Word, etc).
- Proficiency with QuickBooks.
- Experience with Quicken, a plus.
- Excellent written and verbal skills
BENEFITS:
- Excellent growth opportunity.
- Competitive salary packages and bonuses.
- Comprehensive health, vision, dental and life insurance as well as disability benefits.
- 401K Contribution/ Profit Sharing
- Flexible summer compressed work period.
- Enjoy the holidays with eight (8) Paid Holidays.
- Relax and reboot with three (3) weeks of Paid Time Off (use for sick or vacation days).
- Tuition and professional development reimbursements on approved programs.
Apply to learn more about benefits and professional development opportunities.
CDL is an Equal Opportunity Employer committed to a diversified and inclusive workforce.
West Palm Beach, FL