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Careers: Manager


We are currently seeking a qualified individual for the position of Manager.

We are currently seeking a qualified individual for the position of Manager to provide the following services:

  • Provide accounting, tax coordination and planning, estate planning and implementation, financial management and business consulting services to multiple JDJ clients.
  • Direct day-to-day accounting operations such as budgeting and cash flow management, as well as the full financial reporting process.
  • Manage and lead internal client teams on multiple relationships to deliver services and complete special projects.
  • Communicate proactively with advisors such as attorneys, tax accounts, wealth managers and insurance brokers on behalf of shared clients.
  • Prepare Personal Financial Statements and other client deliverables.
  • Oversee the accounts payable and payroll administration processes for multiple clients.
  • Coordinate tax preparation and planning services with tax accountants.
  • Assume responsibility for profitability of assigned client relationships (including reviewing hours charged to client, preparing client invoices, and reviewing current fees and recommending future fee structure).
  • Implement client management policies and procedures including managing new client set up, establish client operating policies and procedures to ensure accurate reporting and cash management, and manage client contracts and renewals.
  • Prepare an annual client service plan and manage execution of same.
  • Complete special client projects of a complex nature.
  • Supervise 3-5 staff members.
  • Attend networking and marketing events as a representative of the company.


Due to the nature of the services performed and the clients served, in order to be considered for the position, the candidate must:

  • Possess a BS/BA degree in Accounting or Finance.
  • Minimum 7 years of experience in accounting and/or financial services.
  • Have the ability to prepare and analyze financial statements.
  • Have an understanding of Personal Financial Planning.
  • Have a familiarity with the preparation of personal tax returns.
  • Understand the basics of Estate Planning.
  • Have direct client interaction experience.
  • Strong attention to detail and the ability to multi-task, prioritize and delegate.
  • Be a problem solver and a creative thinker.
  • Able to independently handle special projects.
  • Management and/or supervisory experience.
  • Proficient with all Microsoft Office products, particularly Excel.
  • Proficient with QuickBooks and Quicken or similar accounting software.
  • Possess strong oral and written communication skills.
  • Adhere to the highest confidentiality and fiduciary standards.
  • Have a desire to participate in and contribute to the growth of a small private company.

In addition to the above requirements the following, are required:

  • Advanced designation such as CFP or CPA
  • Public accounting or administrative family office experience
  • Personal Financial Planning experience


Submit resume, cover letter and salary requirements.
No phone calls, please.


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