Family Office Manager

New York, NY
New York, NY



  • Act as client’s trusted advisor, demonstrates knowledge of industry trends, detect client issues and conflicts; proactively communicate resolution options to client and team
  • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
  • Demonstrate proficient technical skills for handling all client responsibilities, including an understanding of trends, industries, alternatives, etc.
  • Understand the client’s organization, procedures and internal policies
  • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
  • Manage and retain multiple client relationships, engagements and special projects
  • Responsible for billing and realization on assigned clients; explain variances
  • Supervise, train and mentor staff; listen and communicate effectively
  • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves




  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
  • Minimum of 7 years of solid and relevant experience in the area of accounting, high-wealth advisory and financial planning.
  • 3 years supervisory experience
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Demonstrated use of Microsoft Office Suite, Datafaction, QuickBooks, Xero, and related commercial software
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Must be able to travel based on client and business needs




Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 9/26/2019
Salary $120,000 - $140,000 + bonus

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