About this role
Director of Accounting & Reporting
This position is posted by ATKG on behalf of a client. The Director of Accounting & Reporting will be employed directly by the client.
Position Overview
We are seeking a Director of Accounting & Reporting to oversee day-to-day accounting operations, financial reporting, and investment analysis for a private family office. The Director will act as a key thought partner to the President and CFO, supporting financial decision-making through accurate reporting, thoughtful analysis, and clear communication. In this small, hands-on environment, the role requires the ability to interpret complex financial and legal structures, anticipate issues, and provide insight—not just data. The ideal candidate is intellectually curious, highly detail-oriented, and comfortable working independently with minimal direction while collaborating closely with leadership. Success in this role requires technical expertise, adaptability, and the ability to manage multiple priorities in an unstructured setting.
Key Responsibilities
Financial Reporting & Analysis
- Maintain, improve, evaluate, monitor, and report on the company’s existing financial reporting system and supporting information system.
- Prepare financial statements, valuation and ownership reports, operating metrics, and investment performance reports.
Accounting Operations
- Ensure accurate and timely processing and management of month-end close.
- Manage credit card, investment-related, and bank statement reconciliations.
Forecasting & Strategic Planning
- Prepare forecasts, long-term projections, budgets, and financial modeling.
- Develop key cash flow and investment reports with the CFO and President.
Risk & Operational Oversight
- Maintain awareness of operational and risk management needs for the family and family office, its investments, and properties.
- Manage corporate insurance policies.
External Collaboration & Compliance
- Compile and communicate information to outside tax, legal and audit professionals.
- Communicate with partners and vendors.
Investment & Trust Administration
- Oversee investment portfolio file management and performance measurement.
- Assist with trust administration and investment-related documents.
Special Projects & Personal Support
- Support special projects as needed by the principals.
Education and Experience Qualifications
- Bachelor’s in Finance or Accounting (Master’s preferred; CPA a plus)
- 5+ years in partnership, fund, or general accounting/tax; wealth management experience desirable
- Strong general ledger and financial reporting skills; knowledge of LLC, S-Corp, partnerships, and trusts
- Familiarity with investment reporting, performance calculations, and private equity/venture capital documents
- Analytical and communication skills to work with advisors and interpret complex data
- Management experience for bookkeeping and administrative oversight
- Proficient in Microsoft Office (Excel expert), QuickBooks Online; SharePoint experience a plus
- Self-starter comfortable in a small office; willing to learn new software
Compensation & Benefits
- Competitive salary commensurate with experience
- Discretionary performance bonus
- Health and retirement benefits
- Opportunities for professional development
- Hybrid opportunities available
Other facts
About ATKG
Founded in 1982, ATKG specializes in tax, accounting, assurance and advisory services for a select client base of closely held businesses and large family groups. “ATKG” is the brand name under which ATKG LLP and ATKG Advisors LLC provide professional services.
ATKG LLP and ATKG Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. ATKG LLP is a licensed independent CPA firm that provides attest services to its clients, and ATKG Advisors LLC and its subsidiary entities provide tax and business consulting services to their clients. ATKG Advisors LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the ATKG brand are independently owned and are not liable for the services provided by any other entity providing services under the ATKG brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by ATKG LLP and ATKG Advisors LLC.
What you'll do
- The Director of Accounting & Reporting will oversee day-to-day accounting operations, financial reporting, and investment analysis for a private family office. This role requires maintaining financial reporting systems, preparing financial statements, and managing accounting operations.
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