Director, Private Client Services — Lead Elite Family Office
Alvarez & Marsal
Alvarez & Marsal in Dallas, TX seeks a Director to enhance Private Client Services, working with high net worth families and domestic/international clients. Lead accounting processes, implement controls, manage engagements and mentor junior staff. You will partner with clients to deliver financial reporting, tax support, and advisory services while upholding A&M's values of integrity, quality, and collaboration. CPA required; 5+ years experience preferred. #J-18808-Ljbffr Alvarez & Marsal
$130k - $175k
...approach to solving our clients' problems and... ...growing Our Private Client Services (PCS) practice. PCS... ...we're seeking a Director to join our team.... ...functions for specific families that includes;... ...Services/Family Office/High Net Worth... ...proven experience leading others while managing...Work at officePrivate clientPart timePrivate practiceFlexible hours- ...is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...offers flexibility in terms of office location, as EisnerAmper follows a hybrid... ...Private Client Services Team connects family owned, closely held businesses and...Work at officePrivate clientFull timeTemporary workPrivate practiceLocal area
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...Work at officePrivate clientPrivate practice
- Your Impact Goldman Sachs Family Office (GSFO) is in search of a Vice President to lead an innovative private client accounting and payment services offering for our most strategic Ultra‑High‑Net‑Worth (UHNW) clients. We are looking for a client‑friendly individual with...Work at officePrivate clientFull timeTemporary workPart time
- YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to lead an innovative private client accounting and payment services offering for our most strategic Ultra-High-Net-Worth (UHNW) clients. We are looking for a client‑friendly individual with...Work at officePrivate clientFull timeTemporary workPart time
- Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client Accounting and Payment Services Lead, Vice President - Dallas Job Description YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to lead an innovative...Work at officePrivate clientFull timeTemporary workPart time
$112k - $150k
Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other...Work at officePrivate clientPrivate practice$146k - $200k
...Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as...Work at officePrivate clientFull timePrivate practice- ...assignments across multiple client engagements. This... ...Coast or Chicago offices. We are also open... ...the right client service personnel to... ...accounting firm2+ years leading a team in a... ...local law. About our Private Client Services (... ...Team connects family owned, closely held...Work at officePrivate clientFull timeTemporary workLocal areaRemote work
- Goldman Sachs Family Office seeks a Vice President to lead an innovative private client accounting and payment services offering for UHNW clients. You will define strategy, build a high-performing team and drive scalable processes across multi-entity accounting. You will...Work at officePrivate client
$10k
...States with high-net-worth clients living in the UK? Come... ...Counselor to service a roster of high-net-worth... ...approach focused on our private clients. With a firm structure... ...10 paid holidays ~ Family Support programs... ...care ~ This is an in-office role. Based on your role...Work at officePrivate clientWork experience placementWork from home$10k
...roster of high-net-worth clients. Since 1995, Fisher... ...approach focused on our private clients. With a firm structure... ...of sales and client service, you don't have to wear... ...10 paid holidays ~ Family Support programs... ...care ~ This is an in-office role. Based on your role...Work at officePrivate clientWork experience placementWork from home$10k
...sales focused role! As a Private Client Adviser - Inside Sales... ...where qualified leads are provided and there... ...sales support, client service, marketing, research and... ...success. This is an in-office job located in Plano,... ...10 paid holidays ~ Family Support programs including...Work at officePrivate client- ...helping high-profile clients understand, analyze, and... ...our Business Tax Services practice. Responsibilities... ...in growing KPMG's private client tax practice,... ...worth individuals and Family Offices Serve as the trusted... ...targets Experience leading multiple engagements and...Work at officePrivate clientPrivate practiceLocal area
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring... ..., consulting and compliance services tailored exclusively to high... ...business owners, and their families, to join our Private Client... ...position is the New York area offices. However, the position can...Work at officePrivate clientFull timeSummer workH1bLocal areaFlexible hours- Overview Sr. Associate, Client & Advisor Services role at Focus... ...functions that support the Private Client Group. As a... ...closely with other middle office teams to ensure... ...management, RIA, or family office is preferred.... ...Family Office and OCIO: a leading fiduciary wealth and...Work at officePrivate client
$133.5k - $165.25k
...Family Office Relationship Manager At Armanino, you determine... ...primary relationship lead for complex, multi entity high net worth clients and family offices.... ...day to day family office services including bill pay, cash... ...'s brand in the private client and family office...Work at officePrivate clientContract workLocal areaFlexible hours- ...Associate, Private Wealth Client Services Dallas Office - Dallas, TX 75219 Overview Level Entry Description Cresset is a firm built by clients... ...for clients. As an independent, award-winning multi-family office and private investment firm, we are...Work at officePrivate clientFull timeTemporary workLocal area
- BDO is seeking a Tax Manager, Private Client Services, to lead tax compliance and consulting for high net-worth clients. You will manage engagements, gather information from clients, and review returns, while coordinating with government agencies on complex matters. The...Private client
- BDO USA, LLP is seeking a Tax Manager, Private Client Services to lead tax compliance and consulting for high net-worth individuals and families. The role emphasizes client service, leadership... ...compliance across trusts, estates, and family offices. #J-18808-Ljbffr BDO USA, LLPPrivate clientPrivate practice
$100k - $125k
...from Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the... ...Description Cresset is seeking an Associate Director, CFO Services, who will operate within our CFO...Work at officePrivate clientFull timeTemporary workLocal area$200k - $300k
...Job Posting Weaver is a full-service national accounting, advisory, and... ...growth, but also in their ability to lead balanced, integrated lives. At... ...for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal...Private clientImmediate startFlexible hours- ...among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...RoleManagers in our Private Client Services (PCS... ...of the Wealthiest Families in the US, Family Offices, Owner Operated Business... ...changes, and lead change effectively;Conduct...Private clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...Private Wealth Management Registered Client Service Associate Join to apply for the Private Wealth... ...trusted relationships. Leading with a client first mindset... ...Assisting with general in-office support functions such... ...our employees and their families at every point along their...Work at officePrivate clientFull timeLocal area
- ## Director of Trust Strategy & Client IntegrationApplylocations: Plano-Parkwood: Dallas... ...of trust and fiduciary services in the Texas and Oklahoma... ...attorneys, tax attorneys, CPAs, family offices, and centers of influence... ...*** Partner with Delos Private Client Group advisors and...Private clientWork experience placement
- Baker Tilly International is seeking a Manager for its Client Accounting Services based in Houston, Texas. The position requires providing exceptional... ...or MBA, and 5+ years of relevant experience. Skills in MS Office, QuickBooks Online, and Sage Intacct are essential. Join a...Work at office
- ...products to our corporate client base. Transaction... ...oversight of the local Client Services function and team. The... ..., and Dallas. All our offices work closely together... ...service for employees and family members facing critical... ...full suite of class‑leading benefits our firm has to...Work at officePrivate clientFull timeTemporary workLocal area
- ...currently has a new opportunity for a Client Service Leader to lead our transportation design practice in... ..., and serves as a leader in the office and throughout the organization. CDM... ...company takes good care of you and your family. Our employees are the heart of our company...Work at officeFull timeH1bLocal area
- ...Consulting is the world's leading expert-driven... ...s leading law and private equity firms when... ...impact for our clients and communities. At... ...that serve it. Our services are designed to... ...to clients and FTI offices Applicants must be... ...wellbeing of you and your families—physically,...Work at officePrivate clientFull timeWork experience placementVisa sponsorshipWork visaFlexible hours
- ...Department: Retirement Plan Services The Retirement... ...retirement plan clients — delivering strategic... ...benefits, retirement, and private client insurance... ...limitless possibilities. With offices across North America,... ...of the world’s leading professional services...Work at officePrivate clientLocal areaNight shift
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