Director Of Family Services

DIRECTOR OF FAMILY OFFICE SERVICES – Unique opportunity to join one of Denver’s Premier Family Offices!

The Director of Family Services will play a critical and central role in the family office.

This position is responsible for managing complex discreet issues and delivering a wide variety of services to family members.

RESPONSIBILITIES OF THE DIRECTOR OF FAMILY OFFICE SERVICES

• Personal estate and financial planning

• Wealth transfer planning and coordination; Family member gifting

• Financial forecasting, individual cash management and cash flow planning

• Personal investment support (e.g., coordination with investment managers, individual asset allocation, etc.)

• Charitable giving process advice and support

• Estate settlement coordination and support

• Coordinate and proactively communicate with our private trust company team, Tax Director, VP of Operations, tax preparers, investment team, insurance agents, bankers, and other professional service providers, etc.

• Special projects

QUALIFICATIONS OF THE DIRECTOR OF FAMILY OFFICE SERVICES

• CPA, JD, or CFP, bachelor’s degree in accounting, finance, or business

• Ten plus years of relevant accounting and planning experience for high-net worth individuals. Experience reviewing tax returns for high-net worth individuals is beneficial

• Commitment to client service and confidentiality

• Working knowledge of trusts, estates, financial planning, and investments

• Working knowledge of various entity structures, including partnerships and trusts

• Demonstrated analytical and financial modeling skills

• Strong project management skills

• Proven relationship skills and ability to work with all levels of employees in cross-functional teams

• Established and strong presentation skills; well-refined communication skills

• History of problem-solving and continuous pursuit of excellence

• Superior working knowledge of Microsoft Office

COMPENSATION

Target Annual Salary Range: Compensation: $175,000 - $250,000. Benefits include generous continuing professional development opportunities, medical, dental, life and LTD insurance, and 401k participation, vacation and medical leave

Key words: high net worth, tax planning director, wealth management, high net worth individuals, senior tax director, estate & trust tax director