Phaxis

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SVP/ Head of Accounting & Financial Reporting

Woodbridge, NJ 07095

Posted: 03/12/2026 Employment Type: Direct Placement Job Number: 27760314 Pay Rate: 200000-220000 USD/Year

Job Description

Our client, a leading money management firm, has an exciting opportunity available for an SVP/Head of Accounting & Financial Reporting

The role is part of the Family Office team providing services to their high net worth clients. The position will lead and oversee all accounting operations within the Family Office team and will be responsible for delivering high-quality, timely, and accurate financial reporting and accounting services to high-net-worth families and complex entity structures.

The role incorporates technical accounting expertise, operational leadership, risk oversight, and client-facing engagement. The ideal candidate is a strong people leader who can manage a growing team, drive process improvement, and maintain best-in-class controls in a highly customized, client-service environment.

Primary Responsibilities

Lead, mentor, and develop a team of accounting professionals.
Set clear performance expectations and manage capacity planning.
Oversee staff recruiting, onboarding, training, and career development.
Foster a culture of accountability, collaboration, and client service excellence.
Manage department budget and resource allocation in addition to evaluating service model efficiency and scalability
Oversee accounting for complex family structures, including individuals and trusts, partnerships, LLCs and foundations.
Ensure timely and accurate delivery of financial statements, 1099s and tax preparer support packages.
Guide staff as needed on complex accounting issues including investment accounting for alternative investments and participate in prospect and client meetings as needed.
Oversee all aspects of client onboarding
Administer QuickBooks data files by managing both staff and client access and the creation of new client data files.

Drive integration of regulatory requirements and operational risk management considerations into all processes, maintaining a strong audit-focused mindset.
Manage accounting policy and procedures documentation.
Identify and implement process improvements and automation opportunities including evaluation of alternative accounting platforms.
Partner with technology teams and other family office management teams on system enhancements.

Qualifications

Bachelor's degree in accounting or finance with a minimum of 15 years of relevant family office, public accounting or related experience.
CPA required.
Proficiency in QuickBooks Desktop and Microsoft Office preferred.
Experience with individual, partnership, and business accounting preferred.
Demonstrated track record of implementing process improvements, scaling and automating workflows, and leading accounting system migrations;comfortable leveraging technology to enhance efficiency.
Clear and effective communicator with strong writing, presentation, and interpersonal skills;detail-oriented, highly motivated, and self-directed.
Proven ability to exercise tact, discretion, confidentiality, and sound judgment when handling sensitive matters and documentation.

Meet Your Recruiter

David Glickman

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About Woodbridge, NJ

Ready to embark on a fulfilling career journey in Woodbridge, New Jersey? This vibrant area nestled in Middlesex County is brimming with job opportunities and endless possibilities for professional growth. From the picturesque landscapes of Merrill Park to the bustling atmosphere of Woodbridge Center Mall, there's something for everyone in this thriving community. Take a stroll through the artsy Downtown Woodbridge and catch a show at the historic State Theatre. Indulge in a delicious slice of Woodbridge's famous pizza or explore the diverse culinary scene that lines Main Street. Join our team and discover why Woodbridge is not just a place to work, but a place to thrive. Explore our job listings today and kickstart your career in this charming and bustling region!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison