Director, Private Client Services (Family Office) Join to apply for the Director, Private Client Services (Family Office) role at Alvarez & Marsal

About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in over 40 countries. We 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 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.

The Team We’re currently growing Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, 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 Director to join our team.

How You Will Contribute As a Director within Private Client Services, you will:

Provide multiple clients with a variety of accounting and support services including but not limited to: review and oversight of accounting processes, timely posting of financial transactions to GL, maintain the general ledger, generate and post journal entries, coordinate monthly close, and prepare financial reports

Oversee and manage the accounting functions for specific families including accounts payable, ensuring accurate, authorized invoices and payments are processed in a timely manner

Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions

Manage and reconcile bank accounts

Reconcile various expenses and intercompany accounts

Prepare monthly/quarterly financial packages for clients with related work papers

Assist in preparation of annual tax package and supporting documents

Establish, modify, document, and coordinate implementation of accounting and accounting control procedures

Develop trusted relationships with and collaborate with clients to compile project information and resolve issues

Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets

Identify key tax issues and accurately quantify the impact with clear, concise analysis

Build client relationships and demonstrate a working knowledge of client businesses

Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product

Supervise, develop, mentor, and motivate Associates, Senior Associates and Managers by participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering a team-based atmosphere

Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams

Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives

Regularly support business development efforts and identify opportunities for add-on work, thought leadership, new client pitches, and optimization of the compliance process

Qualifications - Bachelor’s degree in Accounting

5+ years’ of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred

CPA

High level of integrity and respect for the confidential nature of the information

Prior proven experience leading others while managing multiple work streams

Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high-quality deliverables

Passion for training and mentoring staff

Excellent verbal and written communication skills, with the ability to establish credibility and influence clients

Excellent research, writing, and analytical skills

Advanced user of all Microsoft Office products (emphasis on Excel)

Strong knowledge and experience in QuickBooks

Ability to simultaneously work on several projects and effectively manage deadlines

High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches

Detail-oriented and possess strong organizational skills

Bilingual, a plus

Your journey at A&M We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages, and a 401(k) plan, with eligibility-based discretionary employer contributions. Paid time off includes vacation, personal days, 72 hours of sick time, ten federal holidays, one floating holiday, and parental leave. Vacation and personal days vary by tenure and role type. For more information regarding A&M’s benefits programs, please visit the company site.

Salary The salary range is $130,000 - $175,000 annually, dependent on education, experience, skills, and geography. A discretionary bonus program is offered based on individual and firm performance. Please ask your recruiter for details.

Equal Opportunity and Diversity A&M is committed to equal opportunity in employment and does not discriminate on race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, or other protected status. Employees and Applicants can find policy statements and additional information by region here.

Unsolicited Resumes A&M does not accept unsolicited resumes from third-party recruiters unless engaged to provide candidates for a specific opening. Any submission implies no fee owed to the submitting agency.

Seniority level Director Employment type Full-time Job function Business Development and Sales Industries Business Consulting and Services

Plano, TX — Salary range noted above. Other office locations and related postings may appear below.

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