Manager - Business Management & Family Office (51155)

Responsibilities

• Generate and identify opportunities for new business;
• Regularly involved with practice development, networking and other market-facing activities;
• Maintain active communication with clients to manage expectations, ensure satisfaction and lead change efforts effectively;
• Contribute to a strong client relationship through positive interactions and consulting with client personnel and client;
• Negotiate the purchase, financing, and monitoring of major assets;
• Multi-jurisdictional planning in accordance with SALT and International tax groups;
• Ensure staffing & coverage needs are met as needed;
• Identify and act as co-lead with Partner for client onboarding;
• Manage & mentor with team;
• Final review bonus payrolls to officers from loan out entities;
• Manage planning and execution of multiple engagement(s)/client(s);
• Recognize income, gift, estate tax issues that arise in conjunction with clients’ matters;
• Understand and manage firm risk on engagement(s) and proposals within budgetary and time constraints;
• Investment analysis & life planning.

Qualifications

• 9-14 years of experience in the business management or family office industry; or 6-9 years of experience in the business management and/or family office industry & Bachelor’s Degree (Accounting, Business Administration, Economics or related field)
• Prior wealth management & estate planning experience
• Active CPA, EA, CFP or PFS preferred but not required

Technical Skills

• Focused on quality
• Focused on the firm and our clients
• Led by leadership focused on talent
• Advancing the firm and the profession through Entrepreneurial innovation
• Focused on Interpersonal Skills
• Advanced external communication skills and regularly client-facing