Private Client Services Director - Family Office Accounting

Andsimple; Atlanta (GA); On-site; USD 130,000 - 175,000; Full time

Job summary

Alvarez & Marsal in Atlanta seeks a Director to oversee accounting for high-net-worth clients and families, including general ledger, financial reporting, and tax-preparation support. You will supervise staff, nurture client relationships, and contribute to business development initiatives.

The role requires a Bachelor's degree in accounting, 5+ years of relevant experience (private client services preferred), CPA certification, and strong Excel and QuickBooks skills. Bilingual ability is a plus.

Qualifications

• Bachelor's degree in accounting is required.
• 5+ years of accounting experience with private client services preferred.
• CPA certification is required.
• Strong leadership and ability to manage multiple work streams.

Responsibilities

• Oversee accounting processes for high-net-worth clients and families.
• Supervise accounting staff and mentor team members.
• Develop client relationships and support business development initiatives.
• Manage general ledger, financial reporting, and tax‑preparation support.

Skills

Leadership

Communication

Analytical abilities

Mentoring staff

Education

Bachelor's degree in accounting

CPA certification

Tools

Advanced Excel

QuickBooks

Job description

Alvarez & Marsal in Atlanta seeks a Director to oversee accounting for high-net-worth clients and families, including general ledger, financial reporting, and tax-preparation support. You will supervise staff, nurture client relationships, and contribute to business development initiatives.

The role requires a Bachelor's degree in accounting, 5+ years of relevant experience (private client services preferred), CPA certification, and strong Excel and QuickBooks skills. Bilingual ability is a plus.