Director, Private Client Services - Family Office
Core
Provide accounting and support services to private companies, owners, and high net worth individuals, serving as an advisor and partner to help achieve long-term goals.
Role type
Director, Private Client Services (Family Office)
Builds
Personalized accounting solutions, financial reports, and tax packages for high net worth clients.
Domain
Professional Services / Family Office / High Net Worth Accounting
Required skills
Accounting oversight, financial reporting, accounts payable management, bank reconciliation, tax analysis, team leadership, budget management, client relationship management, process improvement, mentoring
Preferred skills
Family Office experience, bilingualism, tax advisory expertise
Technologies
QuickBooks, Microsoft Excel, General Ledger systems
Responsibilities
Review and oversee accounting processes including general ledger maintenance and monthly close; manage accounts payable and reconcile bank accounts; prepare financial and tax packages; establish accounting control procedures; supervise and mentor Associates, Senior Associates, and Managers; manage project budgets and deadlines; support business development efforts.
Seniority
Director, hands-on leadership with strategic oversight