Manager

ESSENTIAL DUTIES & RESPONSIBILITIES

• Leads, manages, and holds the team accountable to excellent service, work completion and on time delivery.
• Embodies Acadia’s core values and is a standard bearer in all dealings with clients and employees across the organization.
• Facilitate weekly one on ones to ensure team accountability and annual metrics are achieved

·      Set realistic deadlines and ensure deadlines are completed on time and with accuracy.

• This includes a willingness and ability to work overtime as needed, overtime for this position is estimated at 150 hours annually.
• Provide Family Office services for the firm’s ultra-high net worth clients.

·      Day-to-Day

o  Develop a deep understanding of the clients’ financial picture, which often includes trusts and other related entities

o  Monitor cash flow activity

o  Maintain organized and accurate supporting documentation of all transactions within a defined filing system

o  Comprehensive bill pay, payroll, and investment tracking

o  Assisting with special accounting and financial statement projects as necessary

·      Reporting

o  Create and maintain personal financial statements in QuickBooks

o  Prepare and review financial statement packages

o  Various one-off projects for clients such as cash flow projections or other customized reports

·      Tax and Trust & Estate Planning

o  Assemble and organize information for tax preparation

o  Ensuring all executed documents are retained and filed in an organized manner

·      Assist with ad hoc internal accounting, HR functions, and tax projects as needed

·      Ensure behavior and performance supports the company’s Vision/Traction Organizer (V/TO™)

·      Solicits feedback; takes action to continuously improve success of team

·      Perform other duties as assigned

Education:                                                                  

• Bachelor’s degree required in Finance or Accounting

Skills & Abilities:

·      ·      Position requires a person with the ability to multitask in a fast-paced environment with stringent deadlines

·      Strong project management skills and ability to handle multiple clients

·      Appreciation for a high level of client service to meet competing client needs

·      Self-motivated and ability to work independently

·      Strong attention to detail

·      Technical accounting knowledge, experience with investments preferred

·      MS Excel proficiency required

·      QuickBooks experience preferred

·      Strong written, verbal and mathematical skills

·      Ability to operate in a team environment and with external clients