Senior Manager, Family Office

Madison-Davis, LLC; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Madison-Davis, LLC is seeking a Senior Manager, Family Office Services to act as trusted advisor to high-net-worth clients, overseeing complex relationships and coordinating multidisciplinary services.

You will lead engagements, mentor teams, and deliver integrated accounting, tax, wealth planning, and business management solutions, while expanding services with existing clients.

Qualifications

• 8+ years in accounting, advisory, family office, or related field.
• Experience serving high-net-worth individuals and families.
• Strong knowledge of family office accounting and reporting.
• Experience with trusts, partnerships, investment entities, complex ownership structures.
• Cash flow management, budgeting, liquidity planning experience.
• Ability to lead multi-disciplinary client engagements.
• CPA or similar credential preferred.

Responsibilities

• Serve as primary relationship manager for family office clients.
• Develop understanding of clients' financial and long-term objectives.
• Provide strategic guidance on complex financial matters.
• Coordinate accounting, tax, advisory, trust, estate and wealth planning.
• Lead, mentor, and develop staff.
• Support business development and client proposals and growth.

Skills

Client relations

Leadership

Accounting

Wealth planning

Business development

Communication

Education

Bachelor's degree in Accounting/Finance

CPA or related credential

Job description

A leading accounting and advisory firm is seeking an experienced Senior Manager, Family Office Services to serve as a trusted advisor to high-net-worth and ultra-high-net-worth individuals, families, family offices, trusts, and closely held businesses. This role will oversee complex client relationships and coordinate multidisciplinary services across accounting, tax, financial reporting, wealth planning, and business management.

The Senior Manager will lead client engagements, develop and mentor teams, and help deliver integrated solutions tailored to sophisticated private clients. This is a highly client-facing opportunity for someone who can combine strong technical accounting and financial management expertise with relationship management, strategic thinking, and business development.

Responsibilities

• Serve as primary relationship manager for a portfolio of family office clients
• Develop a deep understanding of clients' financial, business, and long-term objectives
• Provide strategic guidance on complex financial and family office matters
• Coordinate accounting, tax, advisory, trust, estate, and wealth planning services
• Collaborate with attorneys, investment advisors, trustees, bankers, and other external advisors
• Oversee family office accounting, financial reporting, cash flow, budgeting, and bill payment
• Review consolidated financial statements and reporting packages across complex structures
• Monitor liquidity needs and support investment administration activities
• Lead, mentor, and develop Managers, Senior Associates, and staff
• Manage engagement staffing, performance, and professional development
• Identify opportunities to expand services within existing client relationships
• Support business development, client presentations, proposals, and practice growth initiatives

Requirements

• 8+ years of accounting, advisory, family office, or related financial services experience
• Experience serving high-net-worth and ultra-high-net-worth individuals and families
• Strong understanding of family office accounting and financial reporting
• Experience with trusts, partnerships, investment entities, and complex ownership structures
• Strong knowledge of cash flow management, budgeting, and liquidity planning
• Experience coordinating multidisciplinary client engagements
• Strong client relationship management and communication skills
• Demonstrated ability to lead, mentor, and develop professional teams
• Experience managing engagement staffing, performance, and deliverables
• Ability to collaborate effectively with external advisors and senior client stakeholders
• Business development and client expansion experience preferred
• Bachelor's degree in Accounting, Finance, or a related field preferred
• CPA or other relevant professional credential preferred