Director, Private Client Services — Trusted Family Office Advisor
Alvarez & Marsal
Alvarez & Marsal is seeking a Director to join our Private Client Services practice in New York. Lead multiple engagements, oversee accounting functions for high net worth clients, and drive financial reporting and tax support. You will mentor junior staff, manage budgets and client relationships, and collaborate on firm growth. The role requires a Bachelor’s in Accounting, 5+ years of relevant experience (private client services preferred), and CPA. #J-18808-Ljbffr Alvarez & Marsal
$130k - $175k
...to solving our clients' problems and... ...currently growing Our Private Client Services (PCS) practice... ...as their advisor, advocate,... ...'re seeking a Director to join our team... ...for specific families that includes;... ...procedures Develop trusted relationships... .../Family Office/High Net Worth...Work at officePrivate clientPart timePrivate practiceFlexible hours$170k - $190k
...Estates And Trusts Attorney Offit Kurman is seeking an Estates and Trusts... ...to join our New York City office to support our expanding private client services practice. This is an excellent... ...planning needs for individuals and families, including straightforward and moderately...Work at officePrivate clientPrivate practice$170k - $300k
...00 000,00Category: Private Client Product Services, Executive, WealthCompany... ...Investments Director/Senior Vice President... ...sales growth, advisor engagement, and client... ...individual will serve as a trusted consultant to both... ...high-net-worth and family office clients, providing...Work at officePrivate clientFull time- BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight years...Work at officePrivate client
- ...responsible for leading client engagements,... ...excellence in client service while driving revenue... ...Delivery Serve as a trusted advisor to clients, delivering... ...relevant discipline (Tax, Private Client Services).Proven... ...experience with Family Office. Experience operating...Work at officePrivate clientLocal area
$146k - $200k
Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members...Work at officePrivate client- ...leading professional services advisor to middle-market... ...actionable insights to help clients anticipate what is... ...business needsThe Private Client Services (PCS... ...taxation of gifts, trusts, estates, foundations... ...multi-generational families, family offices, trustees, and closely...Work at officePrivate client
$200k - $350k
...Description Title: Director – Private Client Group... ...business management services from tax planning... ...worth individuals, families, and closely held... ...will serve as a key advisor to clients and an... ...across individual, trust, estate, and pass... ...managers, family office professionals) to...Work at officePrivate clientFull time- ...Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...flexibility in terms of office location, as EisnerAmper follows... ...individuals and their families.Possess comprehensive knowledge... ...a working understanding of trusts, estates, gifts, and...Work at officePrivate clientFull timeTemporary workPrivate practiceLocal areaRemote work
- Job Summary:Private Client Services at BDO is a boutique practice within our... ...worth individuals, their families, family offices, C-Suite executives,... ...estate, income, gift, and trust tax consulting and compliance... ...with clients and their advisors to gather information needed...Work at officePrivate clientPrivate practice
- Brown Advisory Incorporated’s New York Office is looking for a Portfolio Manager to manage portfolio activities for sophisticated family office and endowment clients. This role involves significant interaction with the Chief Investment Officer and requires strong analytical...Work at officePrivate client
$157.04k - $235.56k
...0,00 - $235 560,00Category: Private Client Product Services, Professional, WealthCompany: CitiThe Portfolio Advisor will support the Head of Portfolio... ...Wealth Chief Investment Office (CIO) in New York at Citi’s... ...------------------------Job Family Group: Private Client...Work at officePrivate clientFull timeDay shift$315k - $355k
...every day: Integrity, Client Focus, Diverse... ...Whether you’re raising a family, you’re passionate... ...as the East Regional Director; Private Client Services at Capital Group.”The... ..., Private Wealth Advisor (PWA) talent development... ...shape the office culture by consistently...Work at officePrivate clientFull timeTemporary workLocal areaFlexible hours$200k - $250k
...purposefully built and nurtured our client-first culture.Brown Advisory... ...the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations,... ...Investment Officer for our Private Client Business. Due to the complex...Work at officePrivate clientFull timeTemporary workH1bWorldwide- Job Title: Director, Private Client Services Location: Manhattan, NY My Client, a global Consultancy group are... ...for partnerships, S-corporations, trusts, and individual tax clients. You will... ...or CPA); Proficiency with Microsoft Office (Excel, PowerPoint, and Word); Experience...Work at officePrivate client
$140k - $165k
...purposefully built and nurtured our client-first culture.Brown Advisory... ...the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations,... ...Investment Officer for our Private Client Business. Due to the complex...Work at officePrivate clientFull timeTemporary workH1bWorldwide$200k
Our client is a public accounting firm. They seek a Director- Private Client Group to join their Manhattan, NY office.ResponsibilitiesAct as a primary advisor to high-net-worth clients, delivering thoughtful tax... ...across individual, trust, estate, and pass-through entity...Work at officePrivate clientRemote work$250k - $290k
Director, Client Advisory Services (Private Equity Partnerships and Plan Design) Base pay range: $250,000.00/yr -... ...client portfolio (50+ clients). Build trusted relationships to drive shared... ...performed from our Midtown Manhattan office two days per week. E-Verify O.W. uses...Work at officePrivate client2 days per week$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...worth individuals, their families, family offices, C‑Suite executives,... ...estate, income, gift, and trust tax consulting and... ...directly with clients and their advisors to gather information...Work at officePrivate clientPrivate practice$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate and maintain... ...filings for individuals, trusts, family investment... ...planning and advisory services tailored to individual...Work at officePrivate clientLocal areaRemote work$112k - $150k
Private Client Services at BDO is a boutique practice within our firm. Offering... ...worth individuals, their families, family offices, C-Suite executives,... ...estate, income, gift, and trust tax consulting and... ...directly with clients and their advisors to gather information...Work at officePrivate clientPrivate practice$115k - $197.1k
...for the Tax Manager - Private Client Services (Hybrid) role at Andersen... ..., colleagues and trusted advisors. We equip you with world... ...some of the Wealthiest Families in the US, Family Offices, Owner Operated Business... ...Franchise Tax Senior Manager / Director New York, NY $180,000.0...Work at officePrivate clientFull timeContract workWork experience placementInternshipPrivate practiceH1bLocal areaRemote workWork visa$400k
...default approach is to own a client relationship end-to-end... ...to scale to 1,000. Our families rank among the most... ...at a traditional private school. You steward a portfolio... ...over years so that trust deepens: they re-enroll... ...squarely on families. Family Office Relationship Manager...Work at officePrivate clientFull timeFor contractorsImmediate startRelocation- ...goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone... ...doesn’t only provide trusted and innovative tax solutions... ...high net worth individuals, family offices, not-for-profit...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- ...registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth... .... Silvercrest's client-centric approach emphasizes... ...relationships • Develop trusting relationships with the... ...to build a book of private & institutional...Work at officePrivate client
$100k - $150k
...advisory firm with offices across the U... ...to our clients.Our mission... ...exceptional service while... ...relationships built on trust and... ...our growing Private Client Services... ...individuals, families, and closely... ...a strategic advisor with strong... ...through the Director of Talent Acquisition...Private clientFull timePrivate practiceLocal area3 days per week- ...Immediate opening for a Private Banker with a... ..., entrepreneurs, family offices, corporate executives... ...successful clients with complex financial... ...team of banking, trust, and investment professionals... ..., and investment advisors. Deliver... ...exceptional service standards while growing...Work at officePrivate clientFor contractorsImmediate start
$170k - $300k
...$300,000.00Category: Private Client Product Services, Executive, WealthCompany... ...Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many of the... ...influential individuals and families.We provide global... ...-and multi-family offices, senior corporate executives...Private clientFull timeFor contractorsLocal area- ...goals. We are seeking a Tax Director to join the Private Client Services (PCS) practice, able to sit in a number of our offices. We are seeking someone... ...doesn't only provide trusted and innovative tax solutions... ...net worth individuals, family offices, not-for-profit organizations...Private clientWork experience placementPrivate practiceLocal area
- ...Description Tax Manager: UHNW/Private Client Services New York, NY... ...-worth individuals, families, and investment... ...opportunity to build trusted client relationships,... ...Client Services, Family Office, or High-Net-Worth taxation... ...with clients and advisors to deliver proactive...Work at officePrivate client3 days per week
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