Family Office Manager (Tax, Acctg, Investments)

Family Office Manager

We are looking for a CPA with strong accounting and tax skills who wants to expand into wealth management for high-net-worth business owners. You'll be the right hand to our Family Office Director, managing the personal accounting, tax planning and projections, and investment coordination for our 7-8 figure clients.

This is a strategic role coordinating comprehensive financial services - ensuring our clients' personal accounting, tax strategies, and investment management all work together seamlessly. You don't need prior wealth management experience; we're looking for someone with solid technical skills who's excited to grow beyond traditional tax and accounting work..

About Us

Welcome to Prosperent Capital, LLC. We're a boutique wealth management firm specializing in comprehensive financial management for successful business owners.

We're a team of credentialed financial experts committed to integrity, objectivity, and independence. We focus on personal finance because, at the end of the day, it all comes down to the person behind the business.

Our credentials represent the highest standards in the financial industry, including Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners®.

We have a positive, encouraging work-from-home culture while having a lot of fun as a team. Read more about us at prosperent.co/about

Your ResponsibilitiesClient Relationship & Coordination:

• Work directly with the Family Office Director to coordinate all client services
• Attend client meetings to present financial reports, tax projections, and investment updates
• Manage the personal accounting, tax, and investments work
• Proactively identify tax savings and financial optimization opportunities

Personal Accounting:

• Prepare and oversee personal accounting for high-net-worth households
• Prepare personal financial statements (PFS)
• Responsible for personal bookkeeping, bill pay (not yet), and cash management
• Track personal assets, liabilities, income, and expenses across multiple entities
• Manage cash needs projections

Tax Planning & Management:

• Prepare tax projections and scenario analysis for complex situations
• Prepare and coordinate tax strategies across personal, business, trust, and estate returns
• Conduct tax research and recommend strategies to minimize tax liability
• Manage quarterly estimated payments and ensure timely filings
• Lead client tax strategy meetings
• Stay current on tax law changes

Systems & Process:

• Maintain organized client files and documentation
• Track and meet all client deadlines
• Implement technology systems for efficient service delivery
• Generate regular client status reports

Must Have:

• Active CPA certification
• Bachelor's degree in accounting or finance (Master's in Taxation preferred)
• 3-5 years of tax preparation and planning experience
• Strong accounting skills and ability to prepare financial statements
• Experience preparing complex personal and business tax returns
• Genuine interest in personal finance and wealth management
• Proficiency with QuickBooks Online
• Strong Excel and tax projection software skills
• Excellent communication and client-facing abilities
• Strong organizational and project management skills
• High integrity and discretion with confidential information

Nice to Have:

• Experience with financial planning software
• Experience with business owners and entrepreneurs
• Exposure to investment and financial planning concepts
• Knowledge of estate planning and wealth transfer strategies
• Familiarity with family office concepts

Who You Are:

• Strategic thinker who sees the big picture
• Proactive problem-solver
• Collaborative team player who works well independently
• Committed to continuous learning
• Client-service oriented
• Intellectually curious about the intersection of tax, accounting, and wealth management

Position Details

• Remote, part-time to start, can turn into full-time position
• Set work hours during PST business hours
• Work directly with the Family Office Director in a key strategic role
• Professional development support and growth opportunities
• Collaborative, positive team culture

Job Type: Part-time

Pay: $40.00 - $50.00 per hour

Expected hours: 25 per week

Work Location: Remote