Director, Private Client Services; Family Office

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.

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.

• 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 & post all 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 to the client in a clear, concise, and thoughtful 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 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, 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. Sees opportunities for add‑on work, thought leadership, new client pitches, and optimizing the compliance process

• 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 our Private Client Services Group is privy to
• 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 (with an emphasis on Excel)
• Strong…