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
...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$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$175k - $250k
...a firm built by clients, for clients. As... ...award-winning multi-family office and private investment firm,... ...Regional Managing Director, Private Wealth Client Services with experience... ...operational needs of Advisor and Client... ...Support Cultivate trusted partnerships with...Work at officePrivate clientFull timeTemporary workLocal area- Cresset, a leading independent multi-family office, seeks a Regional Managing Director, Private Wealth Client Services to oversee Advisor and Client Associate teams serving ultra-high-net-worth clients. The role can be based in Reston, VA or Atlanta, GA, with travel required...Work at officePrivate client
$100k - $130k
...Cresset is a firm built by clients, for clients. As an... ..., award-winning multi-family office and private investment firm, we are... ...is seeking an Associate Director, Private Wealth Client Services with 5+ years of... ...managers as directed by advisor Prepare client subscription...Work at officePrivate clientFull timeTemporary workLocal area- ...a portfolio of captive clients and work in unison with... ...from any of the Hylant office locations or 100% remote... ...with clients and other service providers to ensure the... ...935, Hylant has been a family‑owned insurance... ...built on relationships, trust, and a people‑first mindset...Work at officePrivate clientInternshipRemote work
$175k - $225k
...approach to solving our clients' problems and... ...areas, our Private Client Services (PCS) practice. PCS... ...serving as their advisor, advocate, teammate... ...seeking a Senior Director to join our team.... ...S-corporations, trusts, and individual tax... ...of all Microsoft Office products (with an...Work at officePrivate clientPart timePrivate practiceFlexible hours- ...Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...flexibility in terms of office location, plus has the option... ...individuals and their families, ensuring timely, accurate... ...with strong understanding of trusts, estates, gifts, and charitable...Work at officePrivate clientTemporary workPrivate practiceLocal areaRemote work
$180k - $275k
Trusts & Estates Associate or Counsel - International Planning New York, Greenwich,... ...seeks an Associate or Counsel to join its Private Client Services Department in New York or Connecticut.... ...for this position will vary by office location, relevant skills, training, experience...Work at officePrivate clientPrivate practice- ...sophisticated, growing multi-family office to hire a Tax Manager... ...and family office services to high-net-worth and... ...to work closely with clients and their broader advisory... ...tax matters involving trusts, estates, gifts,... ...Four, public accounting, private client services,...Work at officePrivate clientFull timeLocal area
$200k - $280k
...premier, middle market firm seeking a Trusts & Estates Attorney (3+ years) in its New York City office. Why Apply? This Private Client, Estate Planning group specializes in high... ...net-worth planning for individuals and families and assists clients in navigating...Work at officePrivate clientFull timeRemote work- ...AmLaw firm in its search for a Trusts & Estates Associate to join its private client practice. The associate will... ...individuals, multigenerational families, family offices, fiduciaries, and closely held... ...clients and their trusted advisors Draft and implement sophisticated...Work at officePrivate clientFull timePrivate practiceLocal area3 days per week
$200k - $220k
...law firm seeking a Trusts & Estates Associate to... ...join its sophisticated private client practice. Anticipated... ...worth individuals and families . The associate... ...days per week in the NYC office. Interested... ...more about our team and services, please visit us at ....Work at officePrivate clientFull timePrivate practice3 days per week- EisnerAmper seeks a Tax Director to join the Private Client Services (PCS) practice, able to sit in multiple offices. The role requires a CPA with 10+ years of tax compliance experience, including entity and individual taxation, and strong leadership to mentor staff accountants...Work at officePrivate clientPrivate practiceFlexible hours
- ...seeking an experienced Trusts & Estates Attorney to join its New York office. This is an excellent opportunity... ..., tax, and related private-client matters while working... ...net-worth individuals, families, business owners,... ...team. Strong client-service skills and attention to...Work at officePrivate clientLocal area
- ...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... ...complex individual, trust, estate, gift,... ...Senior Manager or Director at a Big 4 or large...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
$295k - $310k
...Matrimonial & Family Law Attorney Ascension Global Staffing... ...across the country. Our client, a prestigious global law firm... ...its highly regarded New York office. The firm's global Family... ...international, tax, trust, and private wealth considerations. The...Work at officePrivate clientRelocation- ...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
- ...individuals and families navigate... ...a world class, client centric experience... ...Northwestern Mutual Private Client Group,... ...the personalized service and agility of... ...are built on trusted relationships,... ...The Associate Advisor plays a critical... ...Proficiency in Microsoft Office applications,...Work at officePrivate client
- ...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 who... ...Group doesn't only provide trusted and innovative tax solutions... ...net worth individuals, family offices, not-for-profit...Private clientWork experience placementPrivate practiceLocal area
- ...Trust Accountant A confidential, established family office is seeking an experienced Trust Accountant to join its accounting... ...strong trust taxation and private-client experience to work across tax... ...internal stakeholders and outside advisors. Identify opportunities to...Work at officePrivate clientFull timePrivate practiceLocal area
$200k - $220k
...law firm seeking a Trusts & Estates Associate to... ...join its sophisticated private client practice. Anticipated... ...worth individuals and families . The associate... ...days per week in the NYC office. Interested... ...more about our team and services, please visit us at ....Work at officePrivate clientPrivate practice3 days per week$10k
...The Opportunity: The Private Client Advice group provides... ...investment bonds and trusts. There will be opportunities... ...of advice and service to clients Manage complexity... ..., hormonal health and family-forming benefit A... ...events This is an in-office role. Based on your role...Work at officePrivate clientLocal areaWork from home- Our client is building a rapidly growing national... ...broader professional services organization serving... ...base of entrepreneurs, privately held businesses, high... ...ultra-high-net-worth families, and family offices. We are seeking an entrepreneurial Trusts & Estates Attorney...Work at officePrivate clientFor contractors
- ...firm focused on private assets,... ...diverse and global client base of institutional... ...across 14 offices in Europe, North... ...team doesn't just service accounts - it... ...consultants and advisors. THE... ...is a pivotal, trust-critical role:... ...administrator, family office or wealth...Work at officePrivate clientFull time
- ...Accountant A confidential, established family office is seeking an experienced Tax & Finance... ...experience preparing tax returns for trusts, individuals, partnerships, corporations... ...within public accounting, a family office, private client practice, or similar environment. ~...Work at officePrivate clientFull timePrivate practiceLocal area
- ...position is in the Trust and Estate Group... ...investment advisor focused on ultra-high-net-worth clients. The Trust and Estate... ...individuals and families on estate... ...internal client service and finance teams... ...trust and estates, private client, family office, or related administrative...Work at officePrivate client
$50k
...action for wealth transfer services. High net worth... ...for the mass market. As private client investment and banking... ...connects a client's full advisor ecosystem and is the core... ...managers from exclusive multi-family offices through top private banks and trust companies, national tax...Work at officePrivate clientContract work3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director, Private Client Services — Trusted Family Office Advisor. Be the first to apply!
- customer care manager New York, NY
- contact centre manager New York, NY
- director client management New York, NY
- senior director of client services New York, NY
- manager customer service New York, NY
- director client operations New York, NY
- director of customer service New York, NY
- director of client services New York, NY
- member service manager New York, NY
- director of career services New York, NY



