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Manager / Director, Private Client Services (Family Office)

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Location: Washington DC, DC, United States
Date Posted: Feb 6, 2024

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Manager / Director, Private Client Services (Family Office)

Alvarez & Marsal's Tax practice has an opportunity to be part of the very fast growing Private Client Services (PCS) group, providing diverse day-to-day accounting, financial and administrative support to our High Net Worth clients. Our ideal candidate will have a strong accounting background; very strong interpersonal skills with an approachable and professional demeanor; excellent verbal and written communication skills; able to handle and respond to multiple client and department demands; thrives in a fast paced and dynamic environment and is a team player but is able to work independently.

What will you be doing

As an Experienced Manager / Director on the PCS team, you will provide multiple clients with a variety of accounting and support services including but not limited to the following:

  • Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
  • Manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
  • Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
  • Manage and reconcile bank accounts
  • Reconcile various expenses and intercompany accounts
  • Prepare monthly/quarterly financial packages for clients with related work papers
  • Assist in preparation of annual tax package and supporting documents
  • Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
  • Develop trusted relationships with and collaborate with clients to compile project information and resolve issues;
  • Deliver a high-quality project on time and on budget; and
  • Delegate, review work of, and effectively manage a team of staff

Who will you be working with?

We are not a typical firm. We are a group of entrepreneurial, action-oriented and results-oriented professionals who take a hands-on approach to solving our clients’ problems and helping them reach their potential.  We are nimble, resourceful, and proactive but adapt quickly when changes are needed. We present you with opportunities, not a playbook, and we reward you based on your achievements, not your tenure.

How will you grow and be supported?

As a demonstration of A&M’s strong commitment to its people, we offer benefits to support your career, personal and professional development. Click to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Learn more about why A&M is a great place to work.


  • Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
  • Bachelor’s degree in Accounting required
  • Master’s degree in Accounting a plus
  • CPA required
  • 5+ years related accounting experience
  • High level of integrity and respect for the confidential nature of the information
  • A “can do” attitude and willingness to go above and beyond is highly desired
  • Strong understanding and ability to interpret and prepare financial statements and financial reports
  • Well organized, strong attention to detail, effective time management
  • Strong knowledge and experience in QuickBooks
  • Strong knowledge of Microsoft Excel, Word, Outlook, PowerPoint
  • Proven record of communicating, both verbally and in writing, in a professional manner
  • Strong interpersonal skills and desire to work directly with clients
  • Ability to work independently and follow through on assignments with limited direction
  • Strong time and project management skills
  • Bilingual, a plus


Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Equal Opportunity Employer

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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