Corient

Corient

Manager, Personal CFO

Atlanta, GA · Exec

No sponsorshipDetected 20 days ago
Project ManagementAccountingLeadershipCommunication

About the role

  • We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
  • Bill Pay and Cash Operations - Oversee bill pay, disbursements, and related controls to ensure accurate and timely processing. - Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.
  • This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned.

Responsibilities

  • Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
  • Support a range of family office activities, including gifting, charitable giving, and special financial projects.
  • Support to tax, estate, and planning-related initiatives while supporting ad hoc analyses and special projects.
  • Coach and develop team members while helping drive quality, consistency, and timely execution across deliverables.
  • Support a collaborative, service-oriented culture grounded in accountability, discretion, and operational excellence.
  • Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

Requirements

  • Bachelor's degree in Accounting, Finance, or a related field.
  • 5-8 years of relevant experience, ideally within 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, and partnerships, including related tax and reporting considerations.
  • This position may require the ability to lift up to 15 pounds.
  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States.
  • Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Excellent communication, project management, and relationship management skills.
  • A high level of professionalism, discretion, and commitment to exceptional client service.
  • This role is expected to be in the office four days per week.
  • This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
  • Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position is required to work onsite 4 days per week.
  • U.S. Eligibility Requirements

Nice to have

  • CPA or prior public accounting experience preferred.

Skills

  • Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.

Benefits

  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts

Company info

  • Join a team that values your ambition and empowers your growth
  • At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
  • We are always looking for talented and motivated individuals to join our team.
  • If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Visa & Work Authorization

  • Must have unrestricted work authorization to work in the United States.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.