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Family Office Manager

Company: MTC Holding Corporation
Location: Bellevue
Posted on: November 25, 2022

Job Description:

MTFO (Midwest Trust Family Office) is seeking a full time Accounting Manager to join our rapidly growing multi-family office service team. This role reports to the MTFO Director of Administration and manages a team that provides high-end accounting solutions for multiple family office client relationships. The Manager is the primary point of contact for our existing client relationships and relies upon their extensive client-facing experience. The candidate also has an extensive background managing client relationship within a family office.
The primary location for this role is Overland Park, Kansas. Other locations include Bellevue, Washington, or remote.
Introduction to the team:
MTFO is a practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals. The Family Office Manager is responsible for all areas relating to financial reporting within the family office.


  • This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements for family office clients.
  • The Manager supervises family office staff and is responsible for managing the team to ensure that work is properly allocated and completed in a timely and accurate manner.
  • This position addresses tight deadlines and a multitude of accounting activities including general ledger preparation, financial reporting, and the support of other family office tasks. This role will have contact with clients and outside advisors which requires strong interpersonal communication skills both written and verbal.
  • Individuals who thrive at MTFO exhibit the following success skills - Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

    • Work closely with clients to support their accounting and reporting needs, providing financial information for business decisions
    • Become a trusted advisor to our clients by delivering our expertise in a timely and personal way
    • Manage completeness and timeliness of client deliverables
    • Utilize various technologies to add value to the client experience
    • Assist in the creation or expansion of accounting policies and procedures
    • Manage cash and ensure the accurate and timely processing of bill pay transactions - high volume of AP review
    • Interface with clients and coordinate with team through virtual processes and platforms
    • Perform overview of financial statements for inconsistencies and opportunities of increased revenue generation or cost savings
    • Periodically prepare and/or review account reconciliations
    • Review journal entries prepared by team members
    • Facilitate updates needed to the general ledger and other data requirements
    • Collaborates with Director to support overall department goals and objectives
    • Advise staff regarding the handling of non-routine reporting transactions
    • Develop technical solutions to new or highly complex problems that cannot be solved using existing methods or approaches
    • Stay abreast of business, industry, and market information that may reveal business opportunities or risks

      Qualifications:

      • Bachelor's degree or equivalent experience required; CPA Preferred
      • Minimum of 5 years of related experience required
      • Experience with Excel, Word, Outlook required
      • Experience with QuickBooks Online and other cloud-based accounting tools preferred; experience with payroll a plus
      • Excellent verbal and written communication skills
      • Ability to direct, develop, and coach team members
      • Experience in autonomous decision making weighing the costs, benefits, risk and chances for success

        We offer an outstanding benefits package, including medical, dental, vision, life, disability, 401(k), profit sharing, paid time off (PTO) and paid holidays.
        MTFO is an Equal Opportunity EmployerPI197507146

Keywords: MTC Holding Corporation, Bellevue , Family Office Manager, Executive , Bellevue, Washington

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