Manager, Private Client Services (Family Office) (Finance)

Description

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

The Team

We're currently growing Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domesticandinternationalhighnet worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Manager to join our team.

How you will contribute

As a Manager within Private Client Services, Tax you will:

• P rovide multiple clients with a variety of accounting and support services including but not limited to the following:

• Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
• Oversee and m anage the accounting functions for specific families that includes; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
• Review and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
• Manage and reconcile bank accounts
• Reconcile various expenses and intercompany accounts
• Prepare monthly/quarterly financial packages for clients with related work papers
• Assist in preparation of annual tax package and supporting documents

• Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
• Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
• Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
• Supervise, develop, mentor, and motivate our Associates and Senior Associates by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
• Manage workload and deadlines for Associates and Senior Associates with focuses on quality, efficiency, and effectiveness of the project team
• Manage client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
• Create deliverables that are concise, complete , and address the elements deemed critical by the client

• Clearly communicate work plan, project objectives, and timelines to multidisciplinary project teams
• Encourage open expression of ideas and opinions, actively seeks opportunities for others to share diverse experiences and perspectives
• Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
• Assist with business development, including add-on work by creating business development resources and proposal materials

Qualifications

• Bachelors degree in Accounting
• 4+ years' of relevant experience ; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred
• CPA or Licensed Attorney
• High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
• Prior proven experience leading and managing work streams and mentoring junior staff
• Excellent verbal and written skills with the ability to articulate complex tax concepts , establish credibility and influence clients
• Excellent research, writing, and analytical skills
• Advanced user of all Microsoft Office products (with an emphasis on Excel)
• Strong knowledge and experience in QuickBooks
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow
• Detail-oriented and possess strong organizational skills
• Bilingual, a plus

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs

The annual base salary range for Manager is $110,000 - $140,000, commensurate with experience. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

#LI-LV1