Director, Private Client Services; Family Office

Director, Private Client Services (Family Office)

We’re seeking a Director to join Alvarez & Marsal’s Private Client Services (PCS) practice. PCS serves private companies, their owners, and high net worth individuals, delivering personalized solutions and acting as advisor, advocate, teammate and partner. The role supports our growth and requires leadership across multiple engagements.

About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in over 40 countries. We solve client problems with a hands-on approach and celebrate independent thinkers and doers who positively impact our clients and industry. Our culture centers on Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity.

How You Will Contribute As a Director within Private Client Services, you will manage and oversee multiple client engagements, including accounting and related services. Responsibilities include the following:

• Provide accounting and support services to multiple clients, including:
• Review and oversight of accounting processes (timely posting to the general ledger, maintaining the GL, posting journal entries, coordinating monthly close, and preparing financial reports)
• Oversee accounting functions for specific families (accounts payable, processing authorized invoices and payments timely)
• Review and analyze financial information to prepare entries and document transactions
• Manage and reconcile bank accounts
• Reconcile expenses and intercompany accounts
• Prepare monthly/quarterly financial packages and related work papers
• Assist in preparation of annual tax package and supporting documents
• Establish, modify, and document accounting control procedures
• Develop trusted client relationships and collaborate to compile project information and resolve issues
• Manage risk, resources, staffing and financial performance for multiple engagements (billing, collections, project budgets)
• Identify key tax issues and quantify impact with clear analysis
• Build client relationships and demonstrate knowledge of client businesses
• Conduct day-to-day management of accounts to ensure timely, accurate work product
• Supervise, mentor, and develop Associates, Senior Associates, and Managers, providing feedback and fostering a team-based culture
• Manage workload and deadlines across teams with focus on quality, efficiency, and effectiveness
• Support business development efforts and identify opportunities for add-on work, thought leadership, and new client pitches

• Qualifications

• Bachelor’s degree in Accounting
• 5+ years of relevant experience;
  Private Client Services/Family Office/High Net Worth accounting preferred
• CPA
• High integrity and ability to handle confidential information
• Proven experience leading others while managing multiple work streams
• Demonstrated success as a trusted tax and business advisor
• Passion for training and mentoring staff
• Excellent verbal and written communication skills; ability to establish credibility and influence clients
• Strong research, writing, and analytical skills
• Advanced Microsoft Office skills (Excel emphasized)
• Strong knowledge of Quick Books
• Ability to manage multiple projects and deadlines
• Motivation to learn, grow, and identify opportunities for improvement
• Detail-oriented with strong organizational skills
• Bilingual is a plus

Your journey at A&M We recognize our people as the driving force of our success. We provide robust performance development, top-notch training, and opportunities for advancement, with a culture that rewards contribution and fosters meritocracy. We prioritize well-being with a comprehensive benefits program and employer-sponsored retirement plans. The salary range for this role is $130,000 - $175,000 annually, with discretionary bonuses based on performance and other factors.

Benefits details are provided during the recruiting process.

Equal Opportunity and Diversity A&M is an Equal Opportunity Employer. We promote equal opportunity in employment, compensation, and terms without discrimination. We welcome applicants regardless of race, color, creed, religion, national origin, sex, gender identity or expression, sexual orientation, marital status, military status, disability, or other protected characteristics as defined by applicable laws.

Additional information We do not accept unsolicited resumes from third-party recruiters unless engaged for a specific opening.

Seniority level Director

Employment type Full-time

Job function Business Development and Sales

Industries Business Consulting and Services