Manager, Private Family Services of Oxford

ADP, Inc.; Cincinnati (OH); On-site; USD 110,000 - 170,000; Full time

Job summary

Private Family Services of Oxford in Chicago, IL seeks a Manager to lead comprehensive household management and bookkeeping for UHNW clients. You will supervise multi‑entity accounting, trust accounting, and financial reporting, while shaping service roadmaps that elevate client experience.

This exempt role reports to the Senior Director, Client Service, and involves frequent travel, including meetings at the Indianapolis office twice monthly, with a focus on strategic leadership and discreet

Qualifications

• Bachelor's degree in accounting, business administration or related field; CPA or MBA preferred and 5+ years of relevant experience.
• 3+ years’ experience leading day-to-day delivery of team objectives with defined priorities and performance goals.
• Demonstrated team management skills including recruiting, onboarding and staff development.
• Strong strategic thinking, problem-solving, stakeholder relations and change leadership.
• Effective project management, detailed work planning and cross-functional coordination.
• Excellent written and verbal communication; ability to interact with internal and external stakeholders.
• Highly organized, detail-oriented and able to manage multiple priorities and deadlines.
• Professional discretion and confidentiality in handling sensitive information.

Responsibilities

• Directs and oversees the work of PFS staff, including training and issue resolution.
• Coaches staff on technical competency and strategic thinking with actionable feedback.
• Supports staffing and compensation decisions based on client needs and growth objectives.
• Ensures consistent implementation of PFS processes and procedures.
• Develops service roadmaps and collaborates with leadership to expand client base.
• Leads strategic initiatives in technology, workflows, and data security.
• Oversees multi-entity accounting, trust accounting, and consolidated financial reporting.
• Manages concierge services and client relationship management with discretion.

Skills

Team leadership

Strategic thinking

Project management

Communication

Discretion & confidentiality

Education

Bachelor's degree in accounting

Tools

CRM systems

Accounting software

Excel

Project management tools

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Manager, Private Family Services of Oxford

Private Family Services Full Time Chicago, IL, US

30+ days ago Requisition ID: 1046

Department:

Private Family Services of Oxford™

Reports To:

Senior Director, Client Service

FLSA Status:

Exempt

POSITION SUMMARY

The Manager, Private Family Services of Oxford™ manages comprehensive household management and bookkeeping services for clients and client families including bill pay services, balance sheets, family/charitable entity bookkeeping and financial reporting. Provides strategic vision and develops service roadmaps that anticipate UHNW client needs and position Oxford as a premier partner for UHNW families. Directs and oversees administration of concierge services, including travel arrangements, home office organization, filing and correspondence with clients and client’s CPA’s and attorneys regarding personal tax matters and/or estate matters. The Manager will lead and coach the PFS team to ensure consistent delivery of the Oxford experience and promotes PFS services to internal colleagues and Managing Directors.

DUTIES & RESPONSIBILITIES

Private Family Services (PFS) Leadership

• Directs and oversees the work of PFS staff members, including team training and issue resolution
• Conducts reviews and coaches PFS staff on both technical competency and strategic thinking, providing actionable feedback that drives professional development
• Recommends PFS staffing and compensation decisions based on client complexity and needs, team capacity and long-term growth objectives
• Ensures consistent implementation of PFS process and procedures
• Provides regular feedback to the Senior Director, Client Service regarding team needs, capacity, challenges and service expansion opportunities
• Fosters a culture of innovation and continuous improvement, encouraging the team to challenge existing processes and propose solutions that enhance service delivery
• Collaborates with MD regarding proposals for prospective clients
• Serves as liaison for PFS group to all Oxford departments, while promoting PFS services
• Serves as escalation point and technical resource for complex client scenarios, coaching team through sophisticated accounting challenges and modeling problem-solving approaches
• Builds team technical capabilities through structured training programs, knowledge-sharing sessions, and hands‑on mentoring in advanced topics including complex trust accounting, multi‑entity bookkeeping, consolidated financial statement preparation, and family foundation accounting
• Identifies and develops future leaders within the team, creating succession planning pathways and leadership development opportunities

Strategy, Process Innovation & Technology Leadership

• Provides strategic vision and develops multi‑year service roadmaps for PFS that anticipate UHNW client needs and position Oxford as a market‑leading provider
• Evaluates and implements technology solutions that enhance accounting efficiency, reporting capabilities and service delivery
• Designs scalable workflows and standard operating procedures that accommodate increasing client complexity while maintaining quality control
• Ensures data security and confidentiality protocols protect sensitive family financial information across all systems and processes

Financial Reporting, Multi-Entity Accounting & Oversight

• Audits invoices, executes bill payment and reconciliation timely
• Prepares and reviews certain entity‑level financial statements, cash‑flow and budget reports
• Produces comprehensive reporting packages and bill pay summaries
• Coordinate with Client Services and advisors on ownership records and transactions

Tax Coordination & Compliance

• Processes quarterly and annual tax payments for individuals, entities and trusts, objections and coordinating projections and payments with CPAs
• Compiles reports listing all tax‑related expenses (e.g. charitable contributions, tax payments, etc.)
• Sources tax data from client (e.g. 1099s, K‑1s, brokerage statements, property tax bills etc.) and organizes all source documents
• Provides all tax information to CPA

Client Service & Relationship Management

• Handle client communications and resolve complex issues with internal Oxford team and advisors
• Oversee concierge services (travel, property and household coordination) and maintain relationship/contact databases

Administrative Tasks

• Submits TimeTracker entries timely and accurately
• Attends team, firm and various required internal meetings

Performs other duties as needed

QUALIFICATIONS

• Bachelor’s degree in accounting, business administration or related field, CPA or MBA preferred and a minimum of 5 years of relevant work experience such as accounting or private family office
• 3+ years’ experience managing day-to-day delivery of team objectives, including setting priorities, assigning tasks, monitoring progress, and ensuring the team met performance expectations
• Demonstrated team management skills; including recruiting, onboarding, and staff development; conducted performance reviews and implemented individual development plans
• Strong strategic thinking, decisive problem‑solving, stakeholder influencing, conflict resolution and change leadership
• Strong project management skills, with the ability to build, maintain and execute detailed work plans
• Excellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders.
• Proficient with Microsoft Office (including Excel); comfortable learning and using role‑specific systems (CRM, project‑management, reporting tools)
• Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrently
• Proven analytical and problem‑solving skills with ability to produce accurate, data‑driven work
• Professional demeanor with an uncompromising respect for discretion and confidential matters
• Able to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion

WORKING CONDITIONS

• Frequent travel to the Indianapolis office, twice monthly
• Long periods of sitting utilizing a computer