Director – Family Office Services
Westchester County, NY
In House Opportunity
Dynamic 1B+ AUM Multi-Family Office seeks a Director of Family Office Services to help oversee the offering for ultra high net worth clientele
Overview
- Provide hands on leadership to a small team in providing bill pay, bookkeeping, financial statement preparation and payroll services
- Manage ad hoc requests as relates to new client onboarding, periodic reporting and reviews, tax matters, and executive level financial reporting
- Lead business analytics and KPI’s on behalf of clients such as rental profitability analysis and business and personal spend analysis
- Liaison with outside CPA’s to contribute to high level reviews of tax research for individuals, fiduciary, partnerships, estate and gift tax matters.
- Participate, support, and contribute to financial planning including tax planning and managing tax compliance
- Competitive salary with excellent benefits. No billable hours. Work life balance. Hybrid work schedule.
Requirements
- Management experience within a family office services environment (Single Family Office, Multi Family Office, CPA Firm or relevant sector in a law firm)
