Director, Private Client Services – Family Office

Overview

This role is within the Private Client Services (PCS) practice. PCS advises private companies, their owners, and other domestic and international high net worth individuals, providing accounting and support services.

The organization is seeking a Director to join the team.

Responsibilities

• Provide multiple clients with accounting and related support services, including:
  • Review and oversee accounting processes, including timely posting of all financial transactions to the general ledger
  • Maintain the general ledger, generate and post journal entries, coordinate monthly close, and prepare financial reports
  • Oversee and manage accounting functions for specific families, including accounts payable—ensuring accurate, authorized invoices and payments are processed in a timely manner
  • Review and analyze financial information to prepare entries to accounts and document 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 clients; collaborate to compile project information and resolve issues
• Manage risk, resources, staffing, and financial performance for multiple engagements, including billing, collections, and project budgets
• Identify key tax issues and accurately quantify the impact, providing clear, concise analysis
• Build client relationships and demonstrate 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 Associates, Senior Associates, and Managers through on-the-job training, performance feedback, counseling, and team-based support
• Manage workload and deadlines for team members with a focus on quality, efficiency, and effectiveness
• Demonstrate commitment to desired behaviors while working with others with diverse experiences, skills, and perspectives
• Support business development efforts by identifying opportunities for add-on work, thought leadership, new client pitches, and optimizing the compliance process

Requirements

• 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 handled in Private Client Services
• Proven experience leading others while managing multiple work streams
• Demonstrated success as a trusted tax and business advisor, including:
  • Building relationships
  • Identifying and addressing client needs
  • Delivering high-quality deliverables
• Passion for training and mentoring staff
• Excellent verbal and written communication skills, with ability to establish credibility and influence clients
• Excellent research, writing, and analytical skills
• Advanced user of Microsoft Office products, with 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; actively identify trends and new ideas for enhancing solutions and approaches
• Detail-oriented with strong organizational skills
• Bilingual (a plus)

Compensation & Benefits

• Salary range: $130,000 - $175,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on factors including individual and firm performance (ask recruiter for details)
• Regular employees working 30 or more hours per week are entitled to fringe benefits including:
  • Healthcare plans
  • Flexible spending and savings accounts
  • Life, AD&D, and disability coverages (at rates determined periodically)
  • 401(k) retirement savings plan, including an annual discretionary contribution (provided eligibility requirements are met)
  • Paid time off, including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave
  • Vacation and personal days vary based on tenure and role type

Location

Not specified in the provided description.