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Alvarez & Marsal · 1 day ago

Director, Private Client Services (Family Office)

Miami, FL

Full-time

Onsite

Lead/Staff, Director/Executive

$130K/yr - $175K/yr

5+ years exp

Alvarez & Marsal is a global consulting firm dedicated to helping clients reach their potential through personalized solutions. The Director within Private Client Services will oversee accounting functions, manage client relationships, and ensure the delivery of high-quality services to high net worth individuals and families.

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

Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets

Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis

Build client relationships and demonstrate a working knowledge of client businesses

Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product

Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers 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, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams

Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives

Regularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

Qualification

CPAPrivate Client ServicesAccounting experienceQuickBooksMicrosoft OfficeAnalytical skillsBilingualCommunication skillsMentoringDetail-oriented

Required

Bachelor's degree in Accounting

5 + years' of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferred

CPA

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 others while managing multiple work streams

Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables

Passion for training and mentoring staff

Excellent verbal and written communication skills, with the ability to 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 and actively identify trends and new ideas for enhancing solutions and approaches

Detail-oriented and possess strong organizational skills

Preferred

Bilingual, a plus

Benefits

Healthcare plans

Flexible spending and savings accounts

Life, AD&D, and 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)