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Director - Family Office Practice (cpa firm)
CPA firm
Stamford, CT
About this job
CPA firm seeking an experienced, client-focused, and technology-driven Director to join our growing Family Office practice. This individual will lead the delivery of comprehensive accounting, financial, and administrative services to high-net-worth individuals and family office clients, while managing a team and contributing to the growth of the practice. The ideal candidate brings deep experience with platforms such as Sage Intacct, QuickBooks Online, and NetSuite, and possesses the curiosity and drive to embrace next-generation tools - including AI-enabled platforms like Asseta.ai, BILL, and third-party integrations spanning payroll, sales tax, and beyond - as part of a forward-thinking, tech-driven service model.Skills mentioned in this job
CPAQuickBooksPayroll
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Before you apply
What a accountant interview usually asks
- You find a large unexplained variance the day before reporting. What next?
- Tell me about an error you found in the accounts.
- Tell me about a process you improved.
