Manager / Director, Private Client Services (Family Office)

Description

Manager / Director, Private Client Services (Family Office)

Alvarez & Marsal's Taxand practice has an opportunity to be part of the very fast growing Private Client Services (PCS) group, providing diverse day-to-day accounting, financial and administrative support to our High Net Worth clients. Our ideal candidate will have a strong accounting background; very strong interpersonal skills with an approachable and professional demeanor; excellent verbal and written communication skills; able to handle and respond to multiple client and department demands; thrives in a fast paced and dynamic environment and is a team player but is able to work independently.

What will you be doing

As an Experienced Manager / Director on the PCS team, you will provide multiple clients with a variety of accounting and support services including but not limited to the following:

• Prepare monthly/quarterly financial packages for clients with related work papers
• Delegate, review work of, and effectively manage a team of staff
• Deliver a high-quality project on time and on budget; and
• Manage and reconcile bank accounts
• Reconcile various expenses and intercompany accounts
• Assist in preparation of annual tax package and supporting documents
• Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
• Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
• Manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
• Develop trusted relationships with and collaborate with clients to compile project information and resolve issues;
• Establish, modify, document, and coordinate implementation of accounting and accounting control procedures

Who will you be working with?

We are not a typical firm. We are a group of entrepreneurial, action-oriented and results-oriented professionals who take a hands-on approach to solving our clients’ problems and helping them reach their potential.  We are nimble, resourceful, and proactive but adapt quickly when changes are needed. We present you with opportunities, not a playbook, and we reward you based on your achievements, not your tenure.

How will you grow and be supported?

As a demonstration of A&M’s strong commitment to its people, we offer benefits to support your career, personal and professional development. Click to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Learn more about why A&M is a great place to work.

Qualifications:

• High level of integrity and respect for the confidential nature of the information
• CPA required
• 5+ years related accounting experience
• Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
• Master’s degree in Accounting a plus
• Bachelor’s degree in Accounting required
• Strong interpersonal skills and desire to work directly with clients
• Well organized, strong attention to detail, effective time management
• Strong knowledge and experience in QuickBooks
• Strong knowledge of Microsoft Excel, Word, Outlook, PowerPoint
• Ability to work independently and follow through on assignments with limited direction
• Strong understanding and ability to interpret and prepare financial statements and financial reports
• Proven record of communicating, both verbally and in writing, in a professional manner
• Bilingual, a plus
• Strong time and project management skills
• A “can do” attitude and willingness to go above and beyond is highly desired