We’re partnering with a well-established accounting and advisory firm looking to add a Senior Manager to its Family Office practice.
This is a highly client-facing position supporting high-net-worth and ultra-high-net-worth individuals, families, trusts, and closely held businesses. The Senior Manager will act as a trusted advisor while overseeing complex client relationships and coordinating a broad range of accounting, tax, financial, and family office needs.
Responsibilities:
- Manage relationships with HNW and UHNW individuals and families
- Oversee comprehensive family office and financial management services
- Advise clients on complex financial, accounting, and planning matters
- Coordinate with tax, trust & estate, accounting, and other advisory professionals
- Review financial reporting and oversee client deliverables
- Lead, mentor, and develop team members
- Build relationships with attorneys, wealth advisors, bankers, and other outside professionals
- Support the continued growth and development of the Family Office practice
Qualifications:
- Strong experience supporting HNW/UHNW individuals, families, or family offices
- Background in public accounting, family office, or a related professional services environment
- Strong accounting and financial reporting knowledge
- Excellent client relationship and communication skills
- Experience managing and developing teams
- CPA or other relevant professional designation preferred
Compensation: $165,000–$250,000
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