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 AttorneyOffit Kurman is seeking an Estates and Trusts... ...Attorney 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 - $190k
...Trusts & Estates AttorneyA law firm is seeking a Trusts & Estates Attorney for its New York City office to support its expanding private client services practice. This is a strong opportunity for a mid-level... ...planning needs of individuals and families, from straightforward...Work at officePrivate clientPrivate practice- ...The Business Development Executive- Private Client Services (PCS) is a senior, market‑facing... ...complex tax planning and compliance, trusts & estates, family office services, outsourced accounting,... ...private wealth markets and advisor channels. The executive will develop...Work at officePrivate clientFull timeLocal area
$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$91k - $145.6k
...Business TD Wealth Job Description The Private Client Services (PCS) Trust Advisor II administers and retains assigned... ...- Continuous Operating standard office equipment - Continuous Responding... ...colleagues to help them and their families achieve their financial, physical and...Work at officePrivate clientWork experience placementLocal areaWork from homeFlexible hours- ...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
- ...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
- 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
- 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
- ...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 area
$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$95.5k - $195.4k
...life moments, you’re trusted to deliver results and... ...delivering excellent service through innovation... ...Job Description: As a Private Client Service Tax Manager involved... ...well as serve as an advisor to the client.... ...worth individuals and family office clients Qualifications...Work at officePrivate clientLocal areaRemote workWorldwide$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$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$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$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- Offit Kurman, a growing full‑service firm, seeks a Trusts & Estates Attorney to join its New York City office and support our expanding private client services practice. This role is ideal for a mid‑level attorney with 4-8 years of experience in trusts and estates, licensed...Work at officePrivate clientPrivate practice
$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$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- ...helping high-profile clients understand, analyze... ...our Business Tax Services practice.... ...in growing KPMG's private client tax practice... ...-worth individual, trust and estate clients... ...worth individuals and Family Offices Serve as the trusted advisor to ultra-high net worth...Work at officePrivate clientFull timePrivate practiceLocal 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... ...high net worth individuals, family offices, not-for-profit...Private clientFull timeWork experience placementPrivate practiceLocal areaRemote work
- A prestigious $5B+ New York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing complex individual, gift, trust, partnership, and foundation tax returns, supporting sophisticated...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$225k - $365k
...Private Client Services Associate | New York A leading Am Law firm is seeking a junior to mid-level associate... .... The team advises wealthy individuals, families, family offices, and philanthropic organisations on sophisticated trusts & estates, tax, succession planning, and...Work at officePrivate clientPrivate practice- ...Our client is a 120-person regional firm with offices in New York, New Jersey, and... ...multi-generational family wealth, real estate... ...expanding its private client services practice. The incoming... ...individual, trust, estate, gift, and... ...Senior Manager or Director at a Big 4 or...Work at officePrivate clientPrivate practice
- ...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
$146k - $255k
...Group Title: Private Credit Senior... ...You can support our clients, local communities... ...consultants and investment advisors to originate new... ..., acting as a trusted partner to... ...engagement in the office, which is core to... ...Responsibilities under the Family and Medical Leave...Work at officePrivate clientLocal areaImmediate startWork from homeFlexible hours
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