Manager/Director, Family Office Services

Location: Washington DC

Type: Perm

Job #26770

Company Overview: A multi-family office providing comprehensive financial services to ultra-high net worth individuals, focusing on sophisticated alternative investments and trust and estate complexities. They are seeking a Manager/Director for their Family Office Services team to enhance client service and operational excellence.

Job Responsibilities: Manager, Family Office Services:

Lead and manage a team to ensure excellent service, work completion, and on-time delivery. Provide Family Office services for ultra-high net worth clients, including cash flow monitoring and investment tracking. Create and maintain personal financial statements in QuickBooks and perform financial statement consolidations. Assemble and organize information for tax preparation and ensure document retention. Assist with ad hoc internal accounting, HR functions, and tax projects. Director, Family Office Services:

Lead and manage a team of up to ten people, ensuring client satisfaction and retention. Oversee departmental budget and profit and loss responsibilities. Provide client care and handle escalated client concerns. Develop a deep understanding of clients' financial pictures, including trusts and related entities. Collaborate with staff to support family office services and deepen client relationships.

Qualifications: Manager, Family Office Services:

Bachelor's degree in finance or accounting. Experience with QuickBooks and MS Excel. 2-4 years of experience in a similar role. Director, Family Office Services:

Bachelor's degree in finance or accounting; MBA a bonus. Prior CFO experience required; CPA or CPA candidate preferred. 2-3 years of experience in a CFO role or similar accounting-focused firm. Proficiency in Excel and accounting software packages.

Compensation: Salary: $125,000 – $250,000, Plus Bonus

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