Senior Manager - Family Office

We’re partnering with a well-established accounting and advisory firm looking to add a Senior Manager to its Family Office practice.

This is a highly client-facing position supporting high-net-worth and ultra-high-net-worth individuals, families, trusts, and closely held businesses. The Senior Manager will act as a trusted advisor while overseeing complex client relationships and coordinating a broad range of accounting, tax, financial, and family office needs.

Responsibilities:

• Manage relationships with HNW and UHNW individuals and families
• Oversee comprehensive family office and financial management services
• Advise clients on complex financial, accounting, and planning matters
• Coordinate with tax, trust & estate, accounting, and other advisory professionals
• Review financial reporting and oversee client deliverables
• Lead, mentor, and develop team members
• Build relationships with attorneys, wealth advisors, bankers, and other outside professionals
• Support the continued growth and development of the Family Office practice

Qualifications:

• Strong experience supporting HNW/UHNW individuals, families, or family offices
• Background in public accounting, family office, or a related professional services environment
• Strong accounting and financial reporting knowledge
• Excellent client relationship and communication skills
• Experience managing and developing teams
• CPA or other relevant professional designation preferred

Compensation: $165,000–$250,000