Manager, Private Family Services of Oxford

Department: Private Family Services of Oxford™Reports To: Senior Director, Client ServicesFLSA Status: ExemptLocation: On-site Cincinnati or Chicago POSITION SUMMARYThe Manager, Private Family Services of Oxford™ manages comprehensive household management and bookkeeping services for clients and client families including bill pay services, balance sheets, family/charitable entity bookkeeping and financial reporting. Provides strategic vision and develops service roadmaps that anticipate UHNW client needs and position Oxford as a premier partner for UHNW families. Directs and oversees administration of concierge services, including travel arrangements, home office organization, filing and correspondence with clients and client’s CPA’s and attorneys regarding personal tax matters and/or estate matters. The Manager will lead and coach the PFS team to ensure consistent delivery of the Oxford experience and promotes PFS services to internal colleagues and Managing Directors. DUTIES & RESPONSIBILITIES Private Family Services (PFS) LeadershipDirects and oversees the work of PFS staff members, including team training and issue resolutionConducts reviews and coaches PFS staff on both technical competency and strategic thinking, providing actionable feedback that drives professional developmentRecommends PFS staffing and compensation decisions based on client complexity and needs, team capacity and long-term growth objectivesEnsures consistent implementation of PFS process and proceduresProvides regular feedback to the Senior Director, Client Service regarding team needs, capacity, challenges and service expansion opportunitiesFosters a culture of innovation and continuous improvement, encouraging the team to challenge existing processes and propose solutions that enhance service deliveryCollaborates with MD regarding proposals for prospective clientsServes as liaison for PFS group to all Oxford departments, while promoting PFS servicesProvides coverage for PFS associates during absencesServes as escalation point and technical resource for complex client scenarios, coaching team through sophisticated accounting challenges and modeling problem-solving approachesBuilds team technical capabilities through structured training programs, knowledge-sharing sessions, and hands-on mentoring in advanced topics including complex trust accounting, multi-entity bookkeeping, consolidated financial statement preparation, and family foundation accountingIdentifies and develops future leaders within the team, creating succession planning pathways and leadership development opportunitiesStrategy, Process Innovation & Technology LeadershipProvides strategic vision and develops multi-year service roadmaps for PFS that anticipate UHNW client needs and position Oxford as a market-leading providerEvaluates and implements technology solutions that enhance accounting efficiency, reporting capabilities and service deliveryDesigns scalable workflows and standard operating procedures that accommodate increasing client complexity while maintaining quality controlEnsures data security and confidentiality protocols protect sensitive family financial information across all systems and processesFinancial Reporting, Multi-Entity Accounting & OversightAudits invoices, executes bill payment and reconciliation timelyPrepares and reviews certain entity-level financial statements, cash‑flow and budget reportsProduces comprehensive reporting packages and bill pay summariesCoordinate with Client Services and advisors on ownership records and transactionsTax Coordination & ComplianceProcesses quarterly and annual tax payments for individuals, entities and trusts, objections and coordinating projections and payments with CPAsCompiles reports listing all tax-related expenses (e.g. charitable contributions, tax payments, etc.)Sources tax data from client (e.g. 1099s, K-1s, brokerage statements, property tax bills etc.) and organizes all source documentsProvides all tax information to CPAClient Service & Relationship ManagementHandle client communications and resolve complex issues with internal Oxford team and advisorsOversee concierge services (travel, property and household coordination) and maintain relationship/contact databasesAdministrative TasksManages TimeTracker entries timely and accuratelyAttends team, firm and various required internal meetingsPerforms other duties as needed QUALIFICATIONS Bachelor’s degree in accounting, business administration or related field, CPA or MBA preferred and a minimum of 5 years of relevant work experience such as accounting or private family office3+ years’ experience managing day-to-day delivery of team objectives, including setting priorities, assigning tasks, monitoring progress, and ensuring the team met performance expectationsDemonstrated team management skills; including recruiting, onboarding, and staff development; conducted performance reviews and implemented individual development plansStrong strategic thinking, decisive problem‑solving, stakeholder influencing, conflict resolution and change leadershipStrong project management skills, with the ability to build, maintain and execute detailed work plansExcellent written, verbal and interpersonal communication skills; able to interact effectively with internal and external stakeholders.Proficient with Microsoft Office (including Excel); comfortable learning and using role‑specific systems (CRM, project‑management, reporting tools)Highly organized and detail‑oriented; able to manage multiple priorities, tasks and deadlines concurrentlyProven analytical and problem‑solving skills with ability to produce accurate, data‑driven workProfessional demeanor with an uncompromising respect for discretion and confidential mattersAble to work both independently and as part of cross‑functional teams; demonstrated ability to execute projects or workstreams and follow through to completion WORKING CONDITIONS Frequent travel to the Indianapolis office, twice monthlyLong periods of sitting utilizing a computerOnsite full-time in office location