Manager, Family Office
Manager, Family Office
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$ 140000 - 180000
1 Vacancy
Job Description
Title: Manager Family Office
Department:Family Office
Supervises: Supervisors and below
Role Type: Full-time
Location: New York NY (Hybrid)
ABOUT THE COMPANY:
Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.
Anchin is consistently recognized as one of the Best of the Best accounting firms in the country a Best Place to Work in New York City and New York State and a Best Accounting Firm to Work For Nationwide.
ABOUT THE POSITION:
We are seeking an experienced and client-focused Manager to join our growing Family Office Practice. This role is ideal for someone with a deep understanding of family office structures and services who can manage multiple client engagements lead internal teams and provide strategic guidance to our high-net-worth clients.
RESPONSIBILITIES:
- Serve as the primary point of contact for assigned family office clients building and maintaining strong trusted advisor relationships.
- Oversee and coordinate the delivery of integrated services including: tax compliance and planning (individual trust estate gift and entity-level) financial reporting and budgeting bill payment cash flow management investment performance tracking estate planning and philanthropic strategies.
- Lead and mentor a team of staff and senior accountants providing training and performance feedback.
- Collaborate cross-functionally with the firms tax audit and advisory teams to deliver a seamless client experience.
- Review complex tax returns and financial statements; ensure accuracy and compliance with applicable laws and regulations.
- Participate in strategic planning and execution for the Family Office practice including business development client proposals and process improvements.
- Monitor developments in tax law and industry trends to provide proactive advice to clients and internal teams.
QUALIFICATIONS:
Education:
- Bachelors degree in Accounting Finance Economics or a related field.
- CPA preferred.
Experience:
- 6 years of experience in public accounting wealth management or a multi-family office environment with at least 2 years in a supervisory/managerial role.
- Strong technical expertise in individual trust estate and partnership taxation.
- Deep understanding of family office operations governance and intergenerational wealth transfer.
- Excellent communication organizational and client service skills.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- High level of integrity discretion and professionalism.
Compensation:
- Competitive annual salary in the range of $140000 to $180000 based on the individuals experience level.
Attributes:
- Accountability: Follows through on commitments does what you say you will do even requiring some personal sacrifice.
- Communicates Effectively: Delivers messages in a clear and concise manner listens attentively.
- Strong Interpersonal Skills: Relates comfortably to all levels of people both internally and externally.
- Nimble Learner: Learns quickly when facing new situations willingly takes on the challenge of unfamiliar tasks.
- Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
- Being Resilient: Shows confidence under pressure maintains a positive attitude despite adversity.
- Action Oriented: Proactively seeks out new and challenging work.
- Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race color creed alienage religion sex national origin age disability gender (including gender identity) marital status sexual orientation citizenship or any other characteristic protected by law. Anchin is committed to providing access equal opportunity and reasonable accommodation for individuals with disabilities in employment its services programs and activities. To request reasonable accommodation contact Anchin Recruitment Team at
Required Experience:
Manager
Employment Type
Full Time
