Family Office Accounting Manager at SNI Technology

Family Office Accounting/Finance Manager
Hybrid - Wellington, FL

SNI Companies is seeking an experienced Accounting/Finance Manager to oversee accounting functions for a high-net-worth family's operations and manage an outsourced team. This role will act as a key point of contact between executive leadership and accounting staff, ensuring financial accuracy, operational efficiency, and strategic alignment with the family's goals.

The Accounting/Finance Manager will be responsible for both personal wealth and estate-related financial management, including budgeting, financial reporting, strategic financial planning, and coordination with external advisors such as legal and tax professionals. Experience in high-net-worth family financial structures, estate planning, and personal wealth management is essential.

This hybrid position is based in Wellington, FL, with occasional travel required.

• Oversee and supervise outsourced accountants responsible for day-to-day accounting tasks, ensuring the accuracy and timeliness of financial records across personal wealth management, estate operations, and household activities.
• Collaborate closely with the Director of Operations to align on financial planning, family budgets, and operational efficiency, supporting the family's broader financial objectives.
• Manage vendor payments, expense tracking, and payroll for household staff across multiple properties, ensuring accuracy and timely disbursements.
• Conduct regular audits of accounting processes, identifying discrepancies or inefficiencies, and recommending improvements to ensure financial integrity.
• Work with legal and tax professionals to ensure tax filings, estate planning documents, and other financial requirements are handled appropriately.
• Develop and monitor budgets for various family operations, including household expenses, staffing, and activities, ensuring alignment with financial goals.
• Integrate and maintain historical financial records for all family operations, ensuring accuracy for audits, compliance, and long-term financial planning.
• Take ownership of the family office's accounting operations, identifying opportunities for process improvements and minimizing financial risks.
• Maintain clear communication with internal and outsourced teams to ensure alignment on financial objectives and priorities.
• Ensure timely preparation of necessary documents for tax filings, ensuring compliance with relevant tax regulations.

• Proven experience in accounting management with a focus on estate operations, personal wealth management, and high-net-worth family financial structures.
• Strong understanding of estate budgeting, payroll management, vendor relations, and financial planning for high-net-worth individuals.
• Proficiency in financial reporting, balance sheet accounting, and compliance with relevant tax regulations.
• Experience conducting audits and identifying discrepancies or inefficiencies in accounting processes.
• Strong analytical and problem-solving skills, with a keen attention to detail and a commitment to maintaining financial accuracy.
• Ability to work independently, take initiative, and provide insights to executive leadership.
• Excellent interpersonal and communication skills, able to work with outsourced teams, family members, and senior leadership.

• Independent, proactive, and able to self-manage with minimal oversight.
• Strong organizational and time-management abilities.
• Adaptable and able to navigate complex financial situations.
• Detail-oriented, with an emphasis on accuracy in all financial reporting.