19 часов назад
Director, Family Office Managed Services
232 750 - 305 490$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Family Office Managed Services (Family Office Accounting and Advisory): Leading complex family office client engagements and developing advisory relationships with ultra-high-net-worth individuals and families with an accent on accounting, reporting, governance, and business development. Focus on managing engagement planning and risk, expanding client services, and mentoring teams while delivering integrated solutions with tax, advisory, and wealth management professionals.
Location: Los Angeles, California, United States; full-time on-site role
Salary: $232,750–$305,490 per year
Company
is an accounting, tax, assurance, and advisory firm serving clients across the United States and global financial centers.
What you will do
- Lead multiple family office client engagements and ensure timely, high-quality delivery.
- Build relationships with ultra-high-net-worth individuals, family offices, and trusted advisors.
- Identify and cultivate new business opportunities through networking, referrals, and cross-selling.
- Advise clients on family office operations, accounting, financial reporting, and governance.
- Oversee engagement planning, staffing, budgeting, and risk management.
- Mentor team members and collaborate with tax, advisory, and wealth management professionals.
Requirements
- Bachelor’s degree in business, accounting, finance, or a related field.
- 12+ years of experience in accounting, advisory, or family office services.
- Established relationships and a strong network in the private wealth, family office, and ultra-high-net-worth community.
- Advanced knowledge of accounting principles and Generally Accepted Accounting Principles (GAAP), including fund, management company, and partnership accounting.
- Experience with high-net-worth individuals and family office structures, plus strong project management, communication, and leadership skills.
- Experience with MS Office and QuickBooks Online and/or Sage Intacct.
Nice to have
- CPA, JD, and/or MBA.
- Public accounting experience.
- Tax experience or exposure.
Culture & Benefits
- Flexibility in how and where work is completed, subject to the requirements of the specific opportunity.
- Opportunities for career growth and advancement.
- Comprehensive compensation and benefits package for eligible employees.
- Collaborative environment focused on client relationships, professional development, and integrated advisory services.
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