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About the role
<h2><strong>About Fisch Group</strong></h2>
<p>Fisch Group is a boutique advisory firm providing fractional CFO and accounting to founders, family offices, and private businesses. We work closely with entrepreneurs and principals across a range of industries, including real estate, consumer brands, hospitality, and professional services. Our work is highly hands-on, detail-oriented, and relationship-driven, with a strong emphasis on building clean financial systems and acting as long-term strategic partners to our clients.</p>
<h2><strong>Role Overview</strong></h2>
<p>We are seeking an experienced Accounting Manager to lead the accounting function across a group of related personal, investment, and operating entities. This role will oversee all bookkeeping, accounting, and financial reporting, while managing a small team of bookkeepers and serving as the primary financial point of contact for the family office.</p>
<p>This role functions as the financial backbone of the organization — responsible for clean books, strong controls, high-quality reporting, and seamless coordination with external advisors. The ideal candidate is highly organized, discreet, judgment-oriented, and comfortable operating in a multi-entity, high-trust environment.</p>
<p>This is a hands-on leadership role: you will both do and review the work.</p>
<h2><strong>Key Responsibilities</strong></h2>
<h3><strong>Accounting Leadership & Team Management</strong></h3>
<ul>
<li>Own the accounting function across entities</li>
<li>Manage and oversee bookkeepers</li>
<li>Assign work, set standards, and review outputs for quality and accuracy</li>
<li>Ensure consistent accounting policies and documentation across entities</li>
</ul>
<h3><strong>Accounting & Bookkeeping Oversight</strong></h3>
<ul>
<li>Oversee day-to-day bookkeeping across multiple entities (LLCs, holding companies, trusts, SPVs, personal entities)</li>
<li>Review general ledgers and ensure transactions are properly recorded and classified</li>
<li>Maintain clean, accurate books in QuickBooks (or similar systems)</li>
<li>Serve as escalation point for complex or judgment-based accounting issues</li>
</ul>
<h3><strong>Cash Management & Controls</strong></h3>
<ul>
<li>Track and reconcile cash across numerous bank and credit card accounts</li>
<li>Manage intercompany transactions, loans, reimbursements, capital contributions, and distributions</li>
<li>Implement and maintain strong cash controls and approval processes</li>
<li>Proactively monitor balances and flag anomalies</li>
</ul>
<h3><strong>Month-End Close & Reporting</strong></h3>
<ul>
<li>Lead month-end close.</li>
<li>Prepare and review financial reporting, including:</li>
<ul>
<li>Balance sheets and income statements</li>
<li>Cash flow and liquidity summaries</li>
<li>Consolidated and roll-up views</li>
<li>Net worth reporting (as needed)</li>
</ul>
<li>Ensure accuracy, consistency, and comparability over time</li>
</ul>
<h3><strong>Systems & Process Development</strong></h3>
<ul>
<li>Design and maintain accounting infrastructure and workflows</li>
<li>Improve documentation, internal controls, and reporting processes</li>
<li>Help scale systems as the family office grows</li>
</ul>
<h2><strong>Ideal Candidate Profile</strong></h2>
<h3><strong>Experience</strong></h3>
<ul>
<li>3+ years of experience in Accounting manager or Controller-level roles</li>
<li>Prior experience managing bookkeepers or accounting teams</li>
<li>Experience in working with multiple clients.</li>
<li>Familiarity with trusts and estate structures highly desirable</li>
</ul>
<h3><strong>Skills & Attributes</strong></h3>
<ul>
<li>Deep technical accounting knowledge and strong QuickBooks experience</li>
<li>Excellent reviewer mindset — spots errors, inconsistencies, and risks quickly</li>
<li>Highly organized, detail-oriented, and systems-focused</li>
<li>High level of discretion and professionalism</li>
<li>Strong judgment and comfort operating with ambiguity</li>
<li>Comfortable owning outcomes, not just executing tasks</li>
</ul>
<h3> </h3>
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