UHNW Private Family Office Manager

Automatic Data Processing, 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

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