Family Office Senior Manager – UHNW Client Advisory

Navigate Search; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Navigate Search partners with a well-established accounting and advisory firm to add a Senior Manager to its Family Office practice in New York. The Senior Manager will oversee relationships with high-net-worth and ultra-high-net-worth clients, coordinating accounting, tax, financial planning, and family office services while guiding a team of professionals to deliver tailored solutions.

This client-facing role demands exceptional communication, strategic insight, and the ability to manage

Qualifications

• Experience supporting HNW/UHNW individuals, families, or family offices.
• Background in public accounting, family office, or related professional services environment.
• CPA or other professional designation preferred.

Responsibilities

• Manage relationships with HNW and UHNW individuals and families.
• Oversee comprehensive family office and financial management services.
• Advise clients on complex financial, accounting, and planning matters.
• Coordinate with tax, trust & estate, accounting, and other advisory professionals.
• Review financial reporting and oversee client deliverables.
• Lead, mentor, and develop team members.
• Build relationships with attorneys, wealth advisors, bankers, and other outside professionals.
• Support the continued growth and development of the Family Office practice.

Skills

Client relationships

Communication skills

Leadership & mentoring

Team development

Education

CPA or professional designation

Job description

Navigate Search partners with a well-established accounting and advisory firm to add a Senior Manager to its Family Office practice in New York. The Senior Manager will oversee relationships with high-net-worth and ultra-high-net-worth clients, coordinating accounting, tax, financial planning, and family office services while guiding a team of professionals to deliver tailored solutions.

This client-facing role demands exceptional communication, strategic insight, and the ability to manage