Manager – Family Office

Overview

• Lead the Business Management and Family Office practice within the Advisory Department, driving strategic initiatives and client satisfaction.
• Work in a dynamic environment promoting professional growth, collaboration, and innovation.
• Provide expertise in wealth management, estate planning, and multi-jurisdictional tax strategies.
• Foster strong client relationships through effective communication and consulting.
• Contribute to business development through networking and market-facing activities.
• Ensure staffing and coverage needs are met while mentoring team members.
• Analyze investments and provide life planning advice to clients.
• Manage multiple engagements and ensure compliance with firm risk policies.
• Collaborate with partners on client onboarding and strategic planning.

Key Responsibilities & Duties

• Identify and generate opportunities for new business through practice development and networking.
• Maintain active communication with clients to manage expectations and lead change efforts effectively.
• Negotiate purchases, financing, and monitoring of major assets for clients.
• Conduct multi-jurisdictional tax planning in collaboration with SALT and International tax groups.
• Ensure proper staffing and coverage for client engagements and mentor team members.
• Perform final reviews of bonus payrolls and manage planning and execution of engagements.
• Recognize and address income, gift, and estate tax issues arising from client matters.
• Manage firm risk on engagements and proposals within budgetary and time constraints.
• Provide investment analysis and life planning services to clients.

Job Requirements

• Bachelor’s degree in Accounting, Business Administration, Economics, or related field.
• 9-14 years of experience in business management or family office industry.
• Preferred certifications: CPA, EA, CFP, or PFS.
• Technical skills focused on quality and business acuity for client success.
• Leadership skills to mentor teams and advance firm initiatives.
• Entrepreneurial innovation to drive firm and professional growth.
• Advanced external communication skills for client-facing interactions.
• Ability to manage multiple engagements and ensure compliance with firm policies.
• Experience in wealth management and estate planning preferred.