Family Office Finance Manager

Location: Youngstown, OH

We are seeking an experienced accountant to join our team in Youngstown, OH. The ideal candidate will have previous experience in a family office environment or providing accounting and tax support for high net worth clients.

As the Corporate Family Accountant, you will directly interact with the Ownership/Executive Group and report to the Chief Financial Officer. In this role, you will be responsible for providing accurate and comprehensive reporting, analysis, and financial work product for the Corporate/Family office. This includes: :

· Overseeing all activities of the general ledgers, including cash and investments, bank reconciliations, verification of posted entries, and travel expenses for the Ownership/Executive Group.

· Preparing the monthly financial statement close and reporting of non-core Company operations, such as real estate, captive insurance companies, and a foundation.

· Overseeing the preparation of the Company’s and Ownership/Executive Group tax workpapers and reviewing tax returns, which are prepared by an external firm.

· Maintaining banking, insurance, and other relationships for certain subsidiaries of the Company and the Ownership/Executive Group.

· Providing support to the Company’s accounting department for various real estate, inter-company operations, and other activities.

· Performing special projects as advised by the Ownership/Executive Group.


· We require at least 7 years of accounting and tax experience, preferably within a family office or a client service type industry.

· Experience in supporting Company Ownership/Executive Management or high net worth clients is a plus.

· Strong analytical, planning, and organizational skills are essential for this role.

· Ability to multitask and maintain the confidentiality of corporate and personal information is crucial.

· Availability to work extended seasonal hours is required.

· A Bachelor’s Degree in Accounting or Finance, CPA/MBA preferred.

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