Director, Client Accounting Services - Family Office
Core
Lead and manage multiple family office client engagements, serving as a strategic advisor on accounting, reporting, and governance for ultra-high-net-worth individuals and family clients.
Role type
Director, Client Accounting Services (Family Office)
Builds
Accounting, advisory, and consulting services for family offices
Domain
Private Wealth / Family Office
Deliverable
client delivery
Required skills
partnership accounting, financial reporting, cash management, business development, client relationship management, engagement planning, budgeting, risk management, GAAP, fund accounting, project management
Preferred skills
CPA, JD, MBA, tax experience, QuickBooks Online, Sage Intacct
Technologies
QuickBooks Online, Sage Intacct, MS Office
Responsibilities
Lead and manage multiple family office client engagements; Develop and maintain strong relationships with ultra-high-net-worth individuals and family offices; Leverage an established network to identify and cultivate new business opportunities; Drive business development activities including networking and cross-selling; Serve as a strategic advisor on family office operations and governance; Oversee engagement planning, staffing, budgeting, and risk management; Mentor and develop team members
Seniority
Director, leadership & business development