Manager / Director, Private Client Services (Family Office)
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DescriptionA& 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 advisorsLead 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 reportingLead the team to coordinate monthly close, manage accounts payables, and processing of accurate/authorized invoices and payments in a timely mannerBuild relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely executionManage risk, staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgetsProvide supportive leadership by providing development and career guidance through mentoring and performance feedback to your teamBuild 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 supportChampion diversity, equity and inclusion across all aspects of the practiceBuild, manage, direct and monitor multiple client engagement teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfactionBuild consultative relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution of projectsActively pursue business development opportunities and prioritize where and how to source new relationshipsRegularly meet with contacts to discuss broad business issues and provide insight regarding how Tax and A& M can help address their critical business issuesHow 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 plus10 years' of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferredAbility to work remotely for right candidateExperience managing teams and engagementsCPA or Licensed AttorneyHigh level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy toPassion for mentoring, coaching and developing teamsProven experience working as trusted advisor to clients with a demonstrated ability to help clients understand and interpret analysis, deliverables and recommendationsPrior proven experience leading others while managing risk, staffing and financial performance for multiple engagements at once including billing, collections and project budgetsExcellent verbal and written skills, with the ability to establish credibility and influence clientsAdvanced user of all Microsoft Office products (with an emphasis on Excel and Powerpoint)Strong knowledge and experience in QuickBooks or other accounting platformsKnowledge of Masttro, a plusSelf-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 technologyDemonstrated ability to run large complex engagements while overseeing multiple teams and ensuring excellenceBilingual, a plusCompensation StatementThe 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-LV1Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identityMinimum Salary: 0.00 Maximum Salary: 0.00 Salary Unit: Yearly