Director of Family Office Business Management

What You’ll Do

• Financial Management
  • Develop and manage customized financial strategies for HNW clients, optimizing after-tax returns and risk-adjusted outcomes.
  • Prepare and analyze comprehensive financial statements, including balance sheets, income statements, cash flow statements, and statements of net worth.
  • Conduct financial risk audits to identify vulnerabilities and safeguard family and business assets.
  • Advisory on real estate acquisitions, investment opportunities, lending arrangements, and other lifestyle and business financial decisions.
• Financial Operations
  • Manage daily financial operations including bill payment, wire processing, account reconciliation, and cash flow oversight.
  • Cook up investment reporting, funding logistics, and tax document compilation.
  • Streamline accounting processes and monthly close procedures to enhance efficiency and reporting accuracy.
  • Process payroll and oversee related tax filings across multiple states and jurisdictions.
• Tax Planning & Compliance
  • Develop and implement multi-state and international tax reduction strategies tailored to each client.
  • Review individual, corporate, and partnership tax returns for accuracy and compliance.
  • Stay current on evolving federal and state tax legislation and translate developments into actionable client guidance.
  • Congratulate internal tax teams and external auditors to ensure reporting accuracy and audit preparedness.
• Trust, Estates & Charitable Planning
  • Partner with estate counsel and trust administrators to support clients' legacy and wealth transfer objectives.
  • Aid clients in developing charitable giving strategies that align with their values and optimize tax impact.
• Client Advisory & Concierge Services
  • Serve as the primary point of contact for a portfolio of HNW client relationships, fostering deep trust and long-term partnerships.
  • Coordinate concierge-level financial tasks including complex purchases, insurance reviews, and bespoke financing arrangements.
  • Act as liaison between clients and third-party stakeholders including attorneys, investment advisors, and lenders.
• Team Leadership
  • Supervise and mentor junior staff, supporting their professional development and adherence to firm standards.
  • Contribute to workflow improvements and systems optimization across the Family Office practice.

Qualifications

• 10+ years of experience in business management, accounting, or financial advisory for high-net-worth clients.
• Demonstrated experience managing complex, multi-entity client relationships with significant assets under oversight.
• Proficiency with accounting and business management platforms (e.g., QuickBooks, DataFaction, Agilink, or comparable tools).
• Bachelor's degree in Accounting, Finance, or a related field.
• Exceptional attention to detail, discretion, and client service orientation.
• Preferred CPA license or active candidacy.
• Strong command of tax planning and compliance across individual, corporate, and partnership structures.
• Experience in entertainment, media, or other specialized business management contexts.
• Familiarity with multi-state and international tax structures.
• Experience with CCH, BNA Tax Planning, Lacerte, ProSystems, or comparable tax platforms.
• Prior experience in a supervisory or team lead capacity.

Benefits

• The annual base salary range for this role is $225,000-275,000.
• Competitive compensation and benefits package.
• Flexible hours & remote or hybrid options.