Manager, Personal CFO

Location: New York, United States; onsite four days per week

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth clients through investment management, wealth strategy, and family office services.

What you will do

• Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
• Oversee accounting, cash management, payroll, bill pay, disbursements, and financial administration across individuals, trusts, partnerships, foundations, and related entities.
• Review financial reports, reconciliations, controls, exceptions, and year-end reporting to ensure accuracy and timely delivery.
• Serve as a day-to-day client contact and coordinate with wealth managers, tax preparers, attorneys, and other advisors.
• Support gifting, charitable giving, tax, estate, planning, ad hoc analysis, and other family office projects.
• Coach team members and help maintain quality, consistency, discretion, and operational excellence.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5–8 years of relevant experience, preferably in a multi-family office, family office, or related professional services environment.
• Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex entity structures.
• Familiarity with trusts, estates, foundations, partnerships, and related tax and reporting considerations.
• Excellent communication, project management, relationship management, professionalism, discretion, and client service skills.
• Must have unrestricted work authorization in the United States; U.S. citizens or permanent residents are generally required.

Nice to have

• CPA certification or prior public accounting experience.

Culture & Benefits

• Collaborative, service-oriented environment focused on accountability and client-first delivery.
• 401(k) plan with employer matching and subsidized medical plans.
• Employer-paid dental, vision, life, and disability insurance.
• Paid maternity and parental leave, flexible spending accounts, health savings accounts, and commuter benefits.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.