Senior Manager, Family Office

Anchin; New York (NY); Hybrid; USD 200,000 - 350,000; Full time

Job summary

Anchin, a New York City based CPA and consulting firm, seeks a Director for Family Office Services to advise high-net-worth clients and oversee multidisciplinary teams delivering accounting, tax, reporting, and wealth planning services.

You will drive client service excellence, talent development, and growth of the Family Office practice while coordinating with attorneys, investment advisors, bankers, and trustees in a dynamic New York environment.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• CPA, EA or Law License required.
• 12+ years of progressively responsible experience in professional accounting/advisory/family office services.
• Experience serving ultra-high-net-worth individuals and family offices.

Responsibilities

• Serve as the primary relationship manager for a portfolio of family office clients.
• Develop deep understanding of clients' financial objectives and legacy goals.
• Provide strategic guidance on complex financial and family office matters.
• Coordinate and oversee delivery across accounting, tax, advisory, trust, and wealth planning.
• Collaborate with attorneys, investment advisors, trustees, and bankers.
• Oversee family office accounting, reporting, budgeting, and cash management.
• Review consolidated statements for family office entities and investments.
• Monitor liquidity needs and support investment administration.

Skills

Leadership

Relationship management

Project management

Communication

Education

Bachelor's degree in Accounting/Finance/Economics

CPA/EA or Law License

Tools

QuickBooks Online

Sage Intacct

Job description

About The Company

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

Title: Director, Family Office

Department: Family Office

Supervises: Supervisors and below

Role Type: Full-time

Location: New York, NY (Hybrid)

About The Position

The Director, Family Office Services at Anchin will serve as a trusted advisor to high-net-worth and ultra-high-net-worth individuals, families, family offices, trusts, and closely held businesses. This role will be responsible for managing complex client relationships, overseeing the delivery of family office services, and leading multidisciplinary teams to provide integrated solutions across accounting, tax, reporting, wealth transfer, and business management matters.

The Director will play a key role in driving client service excellence, developing talent, and contributing to the growth of the Family Office Services practice at Anchin.

Responsibilities

• Serve as the primary relationship manager for a portfolio of family office clients.


• Develop a deep understanding of clients' financial objectives, family dynamics, business interests, and long-term legacy goals.


• Provide strategic guidance on complex financial, operational, and family office matters.


• Coordinate and oversee the delivery of services across accounting, tax, advisory, trust, estate, and wealth planning functions.


• Collaborate with external advisors, including attorneys, investment advisors, trustees, and bankers.


• Oversee family office accounting, financial reporting, cash flow management, budgeting, and bill payment processes.


• Review consolidated financial statements and reporting packages for family office entities, trusts, partnerships, and investment structures.


• Monitor liquidity needs and support investment administration activities.


• Ensure accurate and timely execution of client deliverables.


• Lead, mentor, and develop managers, senior associates, and staff while fostering a culture of collaboration, accountability, and exceptional client service.


• Manage engagement staffing, performance, and professional development initiatives.


• Support recruiting and retention efforts within the practice.


• Identify opportunities to expand services within existing client relationships.


• Participate in business development activities, networking events, and client presentations.


• Assist in developing proposals and responses to prospective client opportunities.


• Contribute to strategic growth initiatives for the Family Office Services practice.


• Ensure compliance with firm policies, professional standards, and regulatory requirements.


• Review client engagements for accuracy, quality, and risk management considerations.


• Stay current on industry trends, regulatory developments, and best practices impacting family offices and private clients.

Qualifications

Education

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.


• CPA, EA or Law License required.

Experience

• 12+ years of progressively responsible experience in professional accounting, advisory, or family office services.


• Demonstrated success serving ultra-high-net-worth individuals, families, and family offices.


• Strong technical accounting expertise, including GAAP, with deep experience supporting partnership structures and fund management companies.


• Experience with QuickBooks Online (QBO), Sage Intacct, and other Family Office-centric accounting and financial management software.


• Strong project management, client engagement management, leadership, and client service skills.


• Tax experience or exposure preferred.


• Proven business development experience with a demonstrated track record of originating and growing client relationships.


• Established professional network within the New York market, including relationships with attorneys, private bankers, wealth advisors, investment professionals, family office leaders, and other centers of influence.


• Strong executive presence with the ability to cultivate trusted advisor relationships, develop strategic partnerships, and represent Baker Tilly within the Dallas business community.


• Excellent communication, presentation, and relationship management skills with the ability to influence both internal and external stakeholders.

Compensation

• Competitive annual salary in the range of $200,000 to $350,000+ based on the individual’s experience level.

Anchin provides comprehensive benefits, which you can view here.

Attributes

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.


• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.


• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.


• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.


• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.


• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.


• Action Oriented: Proactively seeks out new and challenging work.


• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at [e-mail]