Join our Talent Network
Skip to main content

Manager / Director, Private Client Services (Family Office)

Location: Tampa, FL, United States
Date Posted: Feb 6, 2024

Save Job Saved

Description

A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our 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 why our people love working at A&M.

We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.

We’re currently growing Our Private Client Services (PCS) practice in West Palm Beach, FL and Miami, FL, which focuses on family office services and tax compliance and tax advisory services. The PCS team works with high-net-worth individuals and families and their private companies, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Senior Director to join our team.

What Will You Be Doing?

As a Manager / Director within Private Client Services, Tax you will:

  • Establish long term consultative relationships with high net worth families and individuals, trust and estate attorneys, investment advisors and other high net worth advisors
  • Lead the review and oversight of accounting processes for your clients, i.e. ensure timely posting of all financial transactions to G/L, timely and accurate journal entries, and financial reporting
  • Lead the team to coordinate monthly close, manage accounts payables, and processing of accurate/authorized invoices and payments in a timely manner
  • Build relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution
  • Manage risk, staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgets
  • Provide supportive leadership by providing development and career guidance through mentoring and performance feedback to your team
  • Build relationships across the Tax practice and the rest of A&M. Develop a deep understanding of the areas of expertise across the firm in order to present clients with opportunities for additional support
  • Champion diversity, equity and inclusion across all aspects of the practice
  • Build, manage, direct and monitor multiple client engagement teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
  • Build consultative relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution of projects
  • Actively pursue business development opportunities and prioritize where and how to source new relationships
  • Regularly meet with contacts to discuss broad business issues and provide insight regarding how Tax and A&M can help address their critical business issues 

How will you grow and be supported?          

At A&M, we know our people drive our growth, and we're focused on providing an employee experience that supports professional and personal development. We provide our team with a robust performance development process which encourages continuous learning and development that rewards you for your contributions. We have the best technical and formalized on-the-job training and offer endless opportunities for professionals to acquire new skills. We also prioritize your well-being and provide personal tools and resources to support you through your personal journey. Click to learn about our commitment to your well-being. Our Tax professionals consistently share their favorite attributes of A&M are the growth opportunities, our unique, entrepreneurial culture and of course, the fun we have together. The possibilities are endless for high performing and passionate tax professionals. Click to learn more about why A&M is a great place work.

Qualifications:

  • Bachelor’s degree in Accounting; Masters in Accounting a plus
  • 10+ years’ of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
  • Ability to work remotely for right candidate
  • Experience managing teams and engagements
  • CPA or Licensed Attorney
  • High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
  • Passion for mentoring, coaching and developing teams
  • Proven experience working as trusted advisor to clients with a demonstrated ability to help clients understand and interpret analysis, deliverables and recommendations
  • Prior proven experience leading others while managing risk, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
  • Excellent verbal and written skills, with the ability to establish credibility and influence clients
  • Advanced user of all Microsoft Office products (with an emphasis on Excel and Powerpoint)
  • Strong knowledge and experience in QuickBooks or other accounting platforms
  • Knowledge of Masttro, a plus
  • Self-motivated with a high degree of intellectual curiosity. Strong desire to learn and grow Actively identifies trends and new ideas for enhancing solutions and approaches, particularly with technology
  • Demonstrated ability to run large complex engagements while overseeing multiple teams and ensuring excellence
  • Bilingual, a plus

Compensation Statement

The annual base salary range for Manager is $105,000 - $130,000, and for Director is $130,000 - $155,000 - commensurate with experience. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance.  Please ask your recruiter for details. 

#LI-LV1

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.

Share: share to e-mail

Similar Jobs