Director, Private Client Services – Family Office

Alvarez & Marsal; West Palm Beach (FL); On-site; USD 130,000 - 175,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement savings

Paid time off

Job summary

Alvarez & Marsal in West Palm Beach, FL seeks a Director to join our Private Client Services (PCS) practice. You will lead client engagements, oversee accounting processes, and develop trusted relationships with high net worth clients.

Role focuses on managing teams, ensuring timely financial reporting, and delivering high-quality deliverables with integrity and confidentiality. A CPA and 5+ years in similar settings are preferred.

Qualifications

• Bachelor’s degree in Accounting is required.
• CPA certification strongly preferred and highly valued.
• 5+ years of relevant experience in Private Client Services/Family Office/HNW accounting.
• Ability to lead teams and manage multiple work streams.
• Strong integrity and confidentiality when handling sensitive information.
• Excellent written and verbal communication skills.

Responsibilities

• Review and oversee accounting processes including general ledger, journal entries, monthly close, and financial reporting.
• Oversee accounting for specific client families including accounts payable and payment processing.
• Prepare monthly/quarterly financial packages and assist in annual tax package preparation.
• Develop and document accounting procedures and control processes.
• Mentor Associates, Senior Associates and Managers and manage workload and deadlines.
• Support business development and client pitches.

Skills

Leadership

Communication

Analytical skills

Mentoring

Integrity

Education

Bachelor's degree in Accounting

CPA

Tools

Excel

Microsoft Office

QuickBooks

Job description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. 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.

Description

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. 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

• 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 that includes; accounts payables, 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 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 our 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 supports business development efforts. Sees opportunities for add‑on work, thought leadership, new client pitches, and optimizing 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 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 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 your 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 also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez &M. Additionally, employees are eligible for paid time off including vacation, personal days, seventy‑two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type.

Click here for more information regarding A&M’s benefits programs.

The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.