A Confidential Business and wealth Management Firm is seeking an experienced Head of Family Services to join their team. The ideal candidate will have a CPA background or ample experience within financial services, experience working inside a business management or accounting firm, familiarity working with UHNW/high-profile clients and experience managing a team. This is a great opportunity to move the needle at a well-established and respected firm.
Salary: $200,000 - $250,000
Some of the day-to-day responsibilities will include but are not limited to:
Payment of Bills
Managing a team of 3-5 professionals
Issuance of Quarterly Financial Statements
Reporting on Budget vs. Actuals
Management of Intrafamily Loans
Fulfillment of Capital Calls
Processing Subscription Documents
Administration of Household Staff Payroll and Basic HR
Additional services in the realms of bookkeeping, accounting, and estate planning
Please note that we do not engage in tax filing, offer tax preparation services, or provide tax advice.
Experience and credentials include:
Bachelors Degree
Certified Public Accountant (CPA), required
Masters, preferred
Experience within a business management firm or a comparable position within an accounting firm, preferably over an extended duration; additional exposure to affluent families is advantageous.
Certified Public Accountant (CPA)
Direct engagement with clients, including those classified as Ultra High Net Worth (UHNW) and high-profile individuals
Leadership in team management with a proven history of effective mentorship
Demonstrated innovation-being technologically progressive, solution-oriented, and open to reimagining processes for enhanced efficiency
Proven success in onboarding new clients and active involvement in the business development process