Strategic Director, Private Client Services

Alvarez & Marsal; Miami (FL); On-site; USD 130,000 - 175,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off including vacation and H

Job summary

Alvarez & Marsal (A&M) is seeking a Director to join our Private Client Services practice in a growing team. You will oversee accounting processes, lead client engagements, and mentor Associates and Managers while maintaining strong client relationships.

The role emphasizes coordinating monthly closes, financial reporting, tax package preparation, and risk management across multiple engagements. A background in high net worth accounting and CPA is highly valued.

Qualifications

• Bachelor’s degree in Accounting.
• 5+ years of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
• CPA
• High level of integrity and respect for the confidential nature of information
• Prior proven experience leading others while managing multiple work streams
• Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
• Passion for training and mentoring staff
• Excellent verbal and written communication skills, with the ability to establish credibility and influence clients
• Excellent research, writing, and analytical skills
• Advanced user of Microsoft Excel
• Strong knowledge and experience in QuickBooks
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
• Detail‑oriented and possess strong organizational skills
• Bilingual, a plus

Responsibilities

• Provide accounting and support services for multiple clients, including reviewing and posting to the general ledger and coordinating monthly closes
• Oversee accounting functions for specific families, including payables and timely processing of invoices
• Review and analyze financial information and prepare entries for accounts
• Manage and reconcile bank accounts and intercompany accounts
• Prepare monthly/quarterly financial packages and supporting work papers
• Assist in annual tax package preparation and supporting documents
• Establish and coordinate implementation of accounting controls
• Develop relationships with clients and collaborate to resolve issues
• Manage risk, resources, staffing, and budgets across engagements
• Identify key tax issues and provide clear analyses
• Build client relationships and demonstrate industry knowledge
• Day-to-day management of accounts to ensure timely, accurate work
• Mentor and develop Associates and Managers; support talent growth
• Manage workload and deadlines across project teams
• Support diverse teams and promote inclusion
• Assist with business development and client pitches

Skills

Leadership

Client relationships

Communication

Mentoring

Team management

Problem solving

Integrity

Education

Bachelor’s degree in Accounting

CPA

Tools

Excel

Microsoft Office

QuickBooks

Job description

Alvarez & Marsal (A&M) is seeking a Director to join our Private Client Services practice in a growing team. You will oversee accounting processes, lead client engagements, and mentor Associates and Managers while maintaining strong client relationships.

The role emphasizes coordinating monthly closes, financial reporting, tax package preparation, and risk management across multiple engagements. A background in high net worth accounting and CPA is highly valued.