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Manager, Outsourced Accounting Services

Forvis
United Statesfull_timeVerifiedPosted 13 May 2026

About the role

General information

Name Manager, Outsourced Accounting Services Posting Title Manager, Outsourced Family Office Accounting Services Ref # 2236754 Date Published Tuesday, May 5, 2026 City Chicago State Illinois Country United States Job Category Accounting Services Advertised Location US-IL-Chicago Working time Full Time

Description & Requirements

Our Outsourced Family Office Accounting Services team is a trusted partner to ultra-high net-worth individuals and families navigating complex financial and tax reporting demands. Through an aligned focus on people, process, and technology, we help simplify the complexities that come with building and sustaining wealth. From supporting day-to-day transactions to delivering value-driven dashboards, our teams enhance financial transparency and enable better decision-making. 

What You Will Do: 

Provide Exceptional Cient Service and Coordinate Work in the following areas 

  • Build and maintain high trust relationships with individuals and families, customizing service offerings to support client needs 
  • Coordinate and execute multiple concurrent client projects, managing priorities and timelines 
  • Oversee full-cycle accounting and ensure timely and accurate reporting 
  • Support the preparation and review of customized dashboards 
  • Deliver virtual and on-site outsourced advisory services 
  • Oversee family office application implementation projects 
  • Drive adoption of innovative tools and platforms that streamline workflows and improve client value 
  • Partner with leadership on proposals and presentations 
  • Facilitate training and professional development for associates and colleagues 
  • Mentor and develop high-performing teams; promote a collaborative, service-first culture 

Minimum Qualifications 

  • Bachelor’s Degree in Accounting, Finance or a related business field 
  • 5+ of experience in public accounting and /or working within the family offic

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Company

Forvis

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