Director - Family Office Practice (cpa firm)
cpa firmMiddletown, NY
Director - Family Office Practice (cpa firm)
cpa firmMiddletown, NY
APPLY NOW (opens in a new tab)3 days ago
About the role
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.
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JOB OVERVIEW
Experience level
Manager
Location
Middletown, NY
Occupation
Accountants and Auditors
Industry
Offices of Certified Public Accountants
Posted
3 days ago
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