23 часа назад
Managing Director, Family Office Managed Services (Finance)
182 150 - 345 350$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Managing Director, Family Office Managed Services (Finance): Leading complex family office client engagements and driving strategic growth of the Family Office practice in the Dallas market with an accent on accounting advisory, trusted client relationships, and business development. Focus on managing ultra-high-net-worth client portfolios, expanding engagements, and delivering integrated solutions across service lines.
Location: Frisco, Texas, United States
Salary: $182,150–$345,350 per year
Company
is an advisory, tax, assurance, accounting, and business consulting firm serving clients across the United States and international financial centers.
What you will do
- Lead and manage complex family office client engagements, ensuring high-quality service delivery.
- Provide accounting and advisory services to ultra-high-net-worth individuals, families, family offices, and related entities.
- Manage a portfolio of key client relationships and develop long-term trusted advisor partnerships.
- Drive strategic growth of the Family Office practice in the Dallas market.
- Identify new business opportunities, expand existing engagements, and represent in the marketplace.
- Collaborate across service lines to deliver integrated client solutions.
Requirements
- Bachelor’s degree in Business, Accounting, Finance, or a related field.
- 12+ years of progressively responsible experience in professional accounting, advisory, or family office services.
- Demonstrated success serving ultra-high-net-worth individuals, families, and family offices.
- Strong technical accounting expertise, including GAAP, partnership structures, and fund management companies.
- Experience with QuickBooks Online, Sage Intacct, and other family office accounting and financial management software.
- Proven business development experience and an established professional network in the Dallas-Fort Worth market.
Nice to have
- CPA certification.
- JD or MBA.
- Public accounting experience.
- Tax experience or exposure.
Culture & Benefits
- Opportunity to work with clients, teammates, and leadership in a growing professional services firm.
- Career growth and flexibility in how and where work is performed, subject to role-specific requirements.
- Opportunity to build meaningful client and professional relationships.
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