Financial Consulting Supervisor - Family Office

Location: All locations in the United States; Boston is listed as an additional location. Most roles follow a hybrid workstyle aligned to an hirify.global office.

Compensation range: $85,100–$161,700 annually, plus eligibility for a discretionary performance-based bonus.

Company

hirify.global provides professional accounting, technology, and consulting services to middle-market clients, including family offices, family enterprises, investment entities, trusts, foundations, and operating businesses.

What you will do

• Serve as a key contact for private clients and their advisors on accounting, reporting, tax-related information requests, and family office needs.
• Lead, manage, and coach global client service representatives, associates, and senior associates.
• Support period-end close across multiple legal entities by reviewing journal entries, reconciliations, intercompany activity, partnership allocations, capital accounts, and investment transactions.
• Review entity-level and consolidated financial statements, management reports, investment reporting, and variance or actual-to-budget analyses.
• Improve client service delivery, internal controls, reporting processes, operational efficiency, and repeatable engagement methodologies.
• Support budgeting, resource planning, onboarding, implementations, business development, and collaboration with tax, investment, legal, and other advisors.

Requirements

• Bachelor’s degree in Accounting or Finance.
• Excellent written and oral communication skills, including proactive communication and discretion with confidential financial information.
• Strong analytical, decision-making, organizational, and time-management skills, with the ability to independently manage multiple client priorities in a fast-paced environment.
• Experience supporting private clients and/or high-net-worth individuals.
• Strong understanding of U.S. federal and state income tax principles related to high-net-worth individuals, trusts, partnerships, and investment entities.
• Proficiency with Microsoft Office, including Word, Excel, and Outlook.

Nice to have

• Exposure to investment accounting, partnership allocations, investment entities, and complex ownership structures.
• Experience preparing and reviewing accounting write-up work and financial statements.
• Experience with automated accounting and reporting systems such as Sage Intacct, NetSuite, BlackLine, Ramp, or BILL; Addepar or Masttro experience is preferred but not required.
• CPA certification.

Culture & Benefits

• Team-based environment with career growth, professional development, and advancement opportunities.
• Hybrid workstyle combining office alignment with in-person connection when beneficial for clients, teams, development, or relationship-building.
• Competitive benefits and compensation package.
• Equal employment opportunity and reasonable accommodation for applicants with disabilities.

Hiring process

• Applicants may request reasonable accommodation during the application and interview process.
• Employment eligibility is subject to the firm’s sponsorship policy; entry-level candidates requiring current or future sponsorship are not intended to be hired.