Director, Private Client Services – Family Office

About the role

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. 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.

Qualifications

• 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
• Advanced user of all Microsoft Office products (with an emphasis on Excel)
• Strong knowledge and experience in QuickBooks
• Strong organizational skills
• Bilingual, a plus

Skills

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.

Benefits

The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. 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.