Manager, Private Client Services; Family Office

Manager, Private Client Services (Family Office)

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About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented 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 Manager to join our team.

• As a Manager within Private Client Services, Tax you will:
• Provide multiple clients with a variety of accounting and support services including but not limited to the following:
• Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate and post all journal entries, coordinate monthly close, and prepare financial reports
• Oversee and manage the accounting functions for specific families that includes; 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
• Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
• Supervise, develop, mentor, and motivate our Associates and Senior Associates by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
• Manage workload and deadlines for Associates and Senior Associates with focuses on quality, efficiency, and effectiveness of the project team
• Manage client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
• Create deliverables that are concise, complete, and address the elements deemed critical by the client
• Clearly communicate work plan, project objectives, and timelines to multidisciplinary project teams
• Encourage open expression of ideas and opinions, actively seeks opportunities for others to share diverse experiences and perspectives
• Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
• Assist with business development, including add-on work by creating business development resources and proposal materials

• Bachelor's degree in Accounting
• 4+ years’ of relevant experience;
  Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
• CPA or Licensed Attorney
• High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
• Prior proven experience leading and managing work streams and mentoring junior staff
• Excellent verbal and written skills with the ability to articulate complex tax concepts, establish credibility and influence clients
• Excel…