Remote Family Office Operations Lead

Tax Alchemy; Irvine (CA); A distancia; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid holidays

Unlimited Vacation

Sick Time

Work from home

Medical, Dental, vision

401k plus match

Descripción de la vacante

Synergy Private, a multidisciplinary family office platform, is seeking a Family Office Operations Manager to coordinate complex financial, tax, and advisory workflows for high-net-worth clients. The role emphasizes cross-disciplinary project management and seamless implementation.

You will partner with senior advisers, manage client requests, and drive operational excellence using AI tools, delivering coordinated, timely outcomes across tax, investments, and estate planning.

Formación

• 4-6 years in family office services or related professional services.
• Experience with high-net-worth clients or closely held businesses.
• Knowledge of tax planning, estate planning, investments, and insurance.
• Experience coordinating multidisciplinary projects with attorneys, CPAs, and advisers.
• Proven ability to learn AI-enabled workflows quickly.

Responsabilidades

• Deliver ongoing Family Office Management alongside a peer Operations Manager.
• Translate financial plans into actionable projects with clear ownership and timelines.
• Coordinate tax, investments, insurance, estate planning, and other affairs.
• Manage client requests, ensure timely responsiveness and follow-up.
• Oversee multidisciplinary teams and external specialists to implement plans.

Conocimientos

Multidisciplinary coordination

Executive presence

Discretion

Strong judgment

Client relationship

Project management

Learning AI tools

Educación

CFP, CPA, JD, EA, CPWA or equivalent

Herramientas

AI-powered tools

Descripción del empleo

Synergy Private, a multidisciplinary family office platform, is seeking a Family Office Operations Manager to coordinate complex financial, tax, and advisory workflows for high-net-worth clients. The role emphasizes cross-disciplinary project management and seamless implementation.

You will partner with senior advisers, manage client requests, and drive operational excellence using AI tools, delivering coordinated, timely outcomes across tax, investments, and estate planning.