Open to opportunities

Jeromie Smith

@jeromiesmith

Certified Public Accountant and Senior Manager leading outsourced CFO and Family Office financial operations for ultra-high-net-worth clients.

United States

Message

What I'm looking for

I’m looking for a senior leadership role in outsourced CFO/Family Office Services—leading client advisory, multi-entity accounting, cash/investment reporting, and tax support while improving process efficiency and team performance.

I’m a Certified Public Accountant and Senior Manager focused on outsourced CFO and Family Office Services for ultra-high-net-worth families. At Trove, I lead multi-state engagements across trusts, foundations, and closely held businesses, serving as the primary client advisor while directing teams for cash management, financial reporting, budgeting, investment accounting, and multi-entity operations.

Previously at Ernst & Young, I managed Family Office and outsourced CFO relationships with complex ownership structures, supervised accounting professionals, and operated as the key liaison among clients and their legal, tax, and investment advisors. I also strengthened internal processes for operational efficiency, managed payroll services for 100+ employers, and oversaw annual W-2/1099 compliance and multi-state payroll tax activities.

Experience

Work history, roles, and key accomplishments

Intern, Accountant

Joel Soronen, PC

Jan 1999 - May 2000 (1 year 4 months)

Supported small-business accounting and learned payroll tax fundamentals as an intern, then was hired as an employee after completing the internship for school credit.

Payroll Tax Small Business Accounting bookkeeping support

Education

Degrees, certifications, and relevant coursework

Colorado Mesa University

Bachelor of Science (BS) in Public Accounting, Public Accounting

Grade: Overall GPA 3.4; Accounting courses GPA 3.5

Earned a BS in Public Accounting from Colorado Mesa University, graduating in May 2000. Achieved a 3.4 overall GPA and a 3.5 GPA in accounting courses.