Senior Manager - Family Office
Navigate Search · New York, New York, United States
FULL TIMEpermanent
Job Description
We’re partnering with a well-established accounting and advisory firm looking to add a Senior Manager to its Family Office practice.
Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.
This is a highly client-facing position supporting high-net-worth and ultra-high-net-worth individuals, families, trusts, and closely held businesses. The Senior Manager will act as a trusted advisor while overseeing complex client relationships and coordinating a broad range of accounting, tax, financial, and family office needs.Responsibilities:Manage relationships with HNW and UHNW individuals and familiesOversee comprehensive family office and financial management servicesAdvise clients on complex financial, accounting, and planning mattersCoordinate with tax, trust & estate, accounting, and other advisory professionalsReview financial reporting and oversee client deliverablesLead, mentor, and develop team membersBuild relationships with attorneys, wealth advisors, bankers, and other outside professionalsSupport the continued growth and development of the Family Office practiceQualifications:Strong experience supporting HNW/UHNW individuals, families, xzbcwsv or family officesBackground in public accounting, family office, or a related professional services environmentStrong accounting and financial reporting knowledgeExcellent client relationship and communication skillsExperience managing and developing teamsCPA or other relevant professional designation preferredCompensation: $165,000–$250,000
Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.
This is a highly client-facing position supporting high-net-worth and ultra-high-net-worth individuals, families, trusts, and closely held businesses. The Senior Manager will act as a trusted advisor while overseeing complex client relationships and coordinating a broad range of accounting, tax, financial, and family office needs.Responsibilities:Manage relationships with HNW and UHNW individuals and familiesOversee comprehensive family office and financial management servicesAdvise clients on complex financial, accounting, and planning mattersCoordinate with tax, trust & estate, accounting, and other advisory professionalsReview financial reporting and oversee client deliverablesLead, mentor, and develop team membersBuild relationships with attorneys, wealth advisors, bankers, and other outside professionalsSupport the continued growth and development of the Family Office practiceQualifications:Strong experience supporting HNW/UHNW individuals, families, xzbcwsv or family officesBackground in public accounting, family office, or a related professional services environmentStrong accounting and financial reporting knowledgeExcellent client relationship and communication skillsExperience managing and developing teamsCPA or other relevant professional designation preferredCompensation: $165,000–$250,000
Details
| Company | Navigate Search |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | hr |
| Experience | permanent |
