Company Overview:

CORE Advisory Partners LLC (“CORE”) and its affiliate Sahara Investment Group LLC (“Sahara”) have three business verticals:

CORE acts as an outsourced CFO and Portfolio Management team for several best of breed mid-sized family offices and real estate development / investment companies
Additionally, CORE raises capital for real estate projects ranging from opportunistic ground up construction to the upstream refinancing and recapitalization of stabilized assets.
Sahara Investment Group manages two private equity funds, focusing on real estate debt financing primarily in Nevada.

Opportunity:

CORE is seeking a highly skilled Accounting Manager to oversee our financial management operations for family office clients. This role offers a unique chance to work with sophisticated financial professionals and contribute to the strategic direction of our family office services.

Job Summary:

The ideal candidate will be a motivated, proactive individual with a deep understanding of family office accounting and management. You should be organized, detail-oriented, and capable of managing a demanding workload while working collaboratively with senior staff and clients. This position requires a strong cultural fit and the ability to handle sensitive information with discretion and integrity.

As an Accounting Manager, you will play a pivotal role in the management of CORE’s Family Office platforms. You will work closely with senior management and clients to ensure financial operations run smoothly and efficiently.

Key Responsibilities:

Oversee and manage all accounting functions related to family office clients, including accounting, bookkeeping, accounts receivable (AR), and accounts payable (AP).
Handle sensitive family office materials and ensure secure management and confidentiality.
Collaborate with management to develop and implement strategic financial plans for family office clients.
Collect, organize, and manage confidential company information and documentation.
Oversee the financial reporting and financial close process.
Prepare and review financial statements.
Daily monitoring of client cash accounts
Tracking and maintaining detailed information related to all client assets (cash, investments, business interests, real estate, physical assets, etc.).
Manage relationships with third-party vendors and service providers.
Perform daily financial administrative tasks and manage time efficiently.
Facilitate the delivery and collection of sensitive documents and payments.
Execute other ad hoc duties as required to support business operations.

Key Qualifications:

Bachelor’s degree in Accounting, Finance, or related field preferred.
Minimum of 5 years of experience in accounting or financial management, with a focus on family office clients or similar high-net-worth individuals.
Proven experience in managing family office accounting or similar financial management roles.
Strong proficiency in Microsoft Office and Google Suite, especially Excel and Google Sheets.
Experience with accounting software, including QuickBooks and Sage 100.
High attention to detail and strong problem-solving skills.
Excellent interpersonal and communication skills, with a positive attitude and a desire to grow professionally.
Ability to work autonomously, manage multiple tasks, prioritize effectively, and function within a small team environment.
Demonstrated integrity, strong work ethic, and a commitment to confidentiality.
Proven ability to manage sensitive information and maintain high levels of confidentiality.

Compensation:

Competitive salary based on individual and divisional performance. Compensation will be commensurate with qualifications and experience.

If you are a driven professional with a passion for family office accounting and a commitment to excellence, we encourage you to apply for this exciting opportunity to contribute to CORE’s success.

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CORE ADVISORY PARTNERS LLC jobs

Accounting Manager – Family Office