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Manager / Director, Private Client Services (Family Office) - 202303399-OTHLOC-Cn2bYfwi

at Alvarez & Marsal Tax, LLC in Chicago, Illinois, United States

Job Description

Description

A&M is a group of entrepreneurial, action and results-oriented professionals who 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 can positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.

We're currently growing Our Private Client Services (PCS) practice in West Palm Beach, FL and Miami, FL, which focuses on family office services and tax compliance and tax advisory services. The PCS team works with high-net-worth individuals and families and their private companies, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a Senior Director to join our team.

What Will You Be Doing?

As a Manager / Director within Private Client Services, Tax you will:

  • Establish long term consultative relationships with high net worth families and individuals, trust and estate attorneys, investment advisors and other high net worth advisors
  • Lead the review and oversight of accounting processes for your clients, i.e. ensure timely posting of all financial transactions to G/L, timely and accurate journal entries, and financial reporting
  • Lead the team to coordinate monthly close, manage accounts payables, and processing of accurate/authorized invoices and payments in a timely manner
  • Build relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution
  • Manage risk, staffing and financial performance for multiple engagements at once including billing, collections, profitability and project budgets
  • Provide supportive leadership by providing development and career guidance through mentoring and performance feedback to your team
  • Build relationships across the Tax practice and the rest of A&M. Develop a deep understanding of the areas of expertise across the firm in order to present clients with opportunities for additional support
  • Champion diversity, equity and inclusion across all aspects of the practice
  • Build, manage, direct and monitor multiple client engagement teams while maintaining active communication with clients in an effort to manage expectations and help ensure client satisfaction
  • Build consultative relationships with clients by understanding their business, their unique circumstances, offering proactive support, and timely execution of projects
  • Actively pursue business development opportunities and prioritize where and how to source new relationships
  • Regularly meet with contacts to discuss broad business issues and provide insight regarding how Tax and A&M can help address their critical business issues



How will you grow and be supported?

At A&M, we know our people drive our growth, and we're focused on providing an employee experience that supports...

Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

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Job Posting: 11938104

Posted On: May 30, 2024

Updated On: Jun 29, 2024

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