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Director, Private Client Services (Family Office)

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Location: Washington DC, DC, United States
Date Posted: Mar 4, 2024

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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 Director to join our team.

What Will You Be Doing?

As a Director within Private Client Services, 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 
  • Oversee and manage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner 
  • Review 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 

  • Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets 

  • Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis 

  • Build client relationships and demonstrate a working knowledge of client businesses 

  • Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product 

  • Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere 

  • Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams 

  • Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives 

  • Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

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.


    • Bachelor’s degree in Accounting  

    • 5 + years’ of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred 

    • CPA  

    • High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to  

    • Prior proven experience leading others while managing multiple work streams 

    • Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables 

    • Passion for training and mentoring staff 

    • Excellent verbal and written communication skills, with the ability to establish credibility and influence clients 

    • Excellent research, writing, and analytical skills 

    • Advanced user of all Microsoft Office products (with an emphasis on Excel) 

    • Strong knowledge and experience in QuickBooks 

    • Ability to simultaneously work on several projects and effectively manage deadlines 

    • High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches  

    • Detail-oriented and possess strong organizational skills  

    • Bilingual, a plus 

Compensation Statement

The annual base salary range is $130,000 - $175,000, 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. 


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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