Apply on Employer Site

Alvarez & Marsal · 2 weeks ago

Manager, Private Client Services (Family Office)

New York, NY

Full-time

Onsite

Mid, Senior Level

$110K/yr - $140K/yr

4+ years exp

Alvarez & Marsal is a global consulting firm dedicated to helping clients achieve their long-term goals through personalized solutions. The Manager within Private Client Services will oversee accounting processes, manage client relationships, and mentor junior staff while ensuring timely and accurate financial reporting for high net worth individuals.

ConsultingProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Provide 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 manage 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

Qualification

CPAPrivate Client ServicesQuickBooksAccountingMicrosoft ExcelBilingualAnalytical skillsVerbal communicationWritten communicationOrganizational skills

Required

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

Preferred

Bilingual, a plus

Benefits

Healthcare plans

Flexible spending and savings accounts

Life

AD&D

Disability coverages

401(k) retirement savings plan

Paid time off including vacation

Personal days

Seventy-two (72) hours of sick time

Ten federal holidays

One floating holiday

Parental leave

Company

Alvarez & Marsal

Glassdoor4.1

Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.

Founded in 2003

New York, New York, USA

10001+ employees

http://www.alvarezandmarsal.com/

H1B Sponsorship

Alvarez & Marsal has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (3)

2022 (2)