Senior Manager - Family Office

Posted 3 days ago

navigate searchNew York (NY)

Financial Managers Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$165,000–$250,000

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About the role

We’re partnering with a well-established accounting and advisory firm looking to add a Senior Manager to its Family Office practice. 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 families Oversee comprehensive family office and financial management services Advise clients on complex financial, accounting, and planning matters Coordinate with tax, trust & estate, accounting, and other advisory professionals Review financial reporting and oversee client deliverables Lead, mentor, and develop team members Build relationships with attorneys, wealth advisors, bankers, and other outside professionals Support the continued growth and development of the Family Office practice

Qualifications: Strong experience supporting HNW/UHNW individuals, families, or family offices Background in public accounting, family office, or a related professional services environment Strong accounting and financial reporting knowledge Excellent client relationship and communication skills Experience managing and developing teamsCPA or other relevant professional designation preferred

Compensation: $165,000–$250,000

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