CEO and BDO Principal 

Chief People Officer

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Tax Manager, Private Client & Family Office Services

BDO USA is a leading accounting and advisory firm, and they are seeking a Tax Manager for their Private Client & Family Office Services. This role involves managing finance and accounting outsource engagements, client relationship management, and providing tax-related advice and strategies.

Managing Director

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Director, Private Client Services

Alvarez & Marsal (A&M) is a global consulting firm dedicated to helping clients reach their potential. The Director within Private Client Services will oversee accounting functions for high net worth individuals and manage multiple client engagements, ensuring the delivery of personalized solutions and maintaining strong client relationships.

Director, Private Client Services (Family Office)

Senior Consultant - Transaction and CFO Advisory

CFO Advisory Manager

Senior Associate, Client Accounting Services - Family Office

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are seeking a Family Office Accounting Senior Associate to provide accounting and consulting services to ultra-high net worth individuals and family clients.

Vice President, Executive Analytics (Business Technology Partners, LLP)

Audit Principal (Partner)

Client Accounting Services Manager - Family Office

Miller Cooper & Co., Ltd. is seeking a Client Accounting Services Manager for their Family Office to join their growing team. This role involves managing a team responsible for administering accounting records for high net worth individuals and family offices, including financial reporting and tax preparation support.

Associate, Client Accounting Services - Family Office

Baker Tilly is a leading advisory, tax and assurance firm, and they are seeking a Family Office Accounting Associate to join their dynamic team. The role involves providing accounting and consulting services to ultra-high net worth individuals and family clients, including managing financial processes and supporting team development.

Chief Executive Officer

Chief Operating Officer

Mid-market TMT M&A data pulse

Baker Tilly International appoints Ian Halligan as global tax head

Baker Tilly International expands Middle East footprint

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Baker Tilly is a leading advisory, tax and assurance firm, providing clients with exceptional services. The Family Office Accounting Associate will provide accounting and consulting services to ultra-high net worth individuals and family clients, including financial reporting and cash management.

Tax Experienced Manager, Private Client & Family Office Services

BDO USA is a leading accounting and advisory organization that values individuality and offers opportunities for advancement. They are seeking a Tax Experienced Manager to manage finance and accounting outsource engagements, oversee client relationships, and provide technical expertise in tax planning and financial management.

Manager, Client Accounting Services - Family Office

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Manager, Client Accounting Services role is responsible for delivering exceptional service and financial expertise to clients, overseeing accounting operations, and providing insights based on industry trends.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. The Manager, Client Accounting Services - Family Office is responsible for overseeing accounting operations, providing exceptional service to clients, and offering financial expertise and analysis based on current business trends.

Managing Director/ Head of Reference Data, Shared and Tax services at Brown Brothers Harriman

Senior Advisor

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0.875 Family Office Client Services & Reporting - Addepar Analyst

Brown Brothers Harriman is currently recruiting a Family Office Client Services & Reporting - Addepar Analyst to join our Capital Partners team. In this role, you will be responsible for assisting in the development and providing custom consolidated reporting to high-net-worth clients and family offices.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are seeking a Family Office Accounting Senior Associate to provide accounting and consulting services to ultra-high net worth individuals and family clients, managing various accounting processes and client relationships.

CFO - Outsourced Accounting Services

Twenty-Four CPAmerica Firms Recognized Among Accounting Today's Top 100 Firms and Regional Leaders

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Client Services Specialist, Family Office

Aldrich is a dynamic independent registered investment advisor (RIA) providing a broad array of financial services to high net worth individuals. The Client Services Specialist in the Family Office division will support ultra-high-net-worth client relationships by delivering operational service and assisting with various administrative tasks related to investments and client onboarding.

President and CEO of Circana

Chief Financial Officer

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0.25 Client Service Analyst

Circana is a global company dedicated to fostering inclusivity and belonging. As a Client Service Analyst, you will play a crucial role in ensuring client satisfaction through executional and service excellence while collaborating with Retail client teams.

Client Service Analyst - Remote - US

Chairman & CEO

Senior Vice President - Technology Compliance

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0.375 Client Service Manager / Sr. Manager, Wealth Family Office - Client Experience

Fidelity Investments is a fast-paced, entrepreneurial organization focused on exceptional client service. The Client Service Manager will be the key contact for family office clients, responsible for servicing, educating, and resolving operational issues while ensuring high client satisfaction and effective relationship management.

0.75 Family Office Client Services & Reporting Analyst - eMoney

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service and partnership approach to client management. They are seeking a Family Office Client Services & Reporting Analyst - eMoney to assist in developing and providing custom consolidated reporting to high-net-worth clients and family offices, while also resolving client inquiries and issues related to reporting.

Fidelity Bank is a fast-paced, entrepreneurial organization seeking a Client Service Manager to provide exceptional service to family office clients. The role involves servicing, educating, and resolving operational issues while ensuring client satisfaction and optimizing the client experience.

Managing Partner South Central Region - Transfer Pricing

Managing Partner, Transfer Pricing - East Region at BDO

Calls for Reeves to scrap customs ‘loophole’ in budget

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BDO is a leading accounting and advisory firm that values individuality and impactful work. The Tax Experienced Manager will manage the full life cycle of finance and accounting outsource engagements, focusing on client relationship management, proposal development, and financial performance oversight.

BDO is a leading accounting and advisory firm, and they are seeking a Tax Experienced Manager for their Private Client & Family Office Services. The role involves managing finance and accounting outsource engagements, client relationship management, and applying tax knowledge to address potential issues.

Family Office Client Services And Reporting Addepar Analyst in united states (1000+)