Family Office Manager

Responsibilities

• Manage and liaise with clients, and their advisors, including banking, investment, insurance, etc.
• Day-to-day management of Family Office staff with regard to client work, ensuring all work is completed timely, efficiently, effectively, and thoroughly reviewed and processed.
• Heavy review of checks, bank reconciliation reports, investment reporting, budgets, payroll tax returns, bank application forms, PFS, and various projects as needed.
• Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, being proactive, and being responsive.
• Train and mentor lighter-level associates.
• Flexibility in schedule (able to work nights and weekends when necessary).
• Some travel within the Tri-state area is required.
• Assist with long-term financial planning for clients.
• Review and maintain tax records to facilitate the preparation of tax returns for various individual, family partnerships, LLCs, trusts, and charitable entities.
• Monitor clients’ tax compliance and tax status. Respond to IRS notices.
• Review payments including wires, ACH payments, and checks for investment calls/subscriptions, redemptions, real estate/household income/disbursements, loan payments and trust distributions, and annuity payments.
• Assist in developing and implementing appropriate controls and procedures including systems and workflows.
• Oversee and manage the calendar of current and/or recurring payments.
• Partner with the Family Office Leader to build the infrastructure of the family office by improving technological resources.
• Review and oversee the administration of monthly payroll, including 401(k) and payroll for household staff.

Qualifications

• Minimum 7+ years relative Family Office experience or accounting firm experience.
• Superb communication skills (written and verbal).
• Outstanding leadership, mentoring, and interpersonal skills.
• Able to problem solve and think both creatively and logically.
• Knowledge of tax law is a plus.
• Able to work alone or as part of a team in a fast-paced environment with an emphasis on accuracy and timeliness.
• A loyal, dedicated, and committed team member.
• Someone with high integrity, ethics, and values.
• Diplomatic, tactful, and discrete concerning confidential information.
• Bachelor’s degree from an accredited university, finance/accounting degree a plus.
• CPA Designation and/or other advanced degrees and certifications are strongly preferred.
• Proficient technology skills, including experience in Microsoft Office, QuickBooks, Adobe, Excel,
• Bill.Com, Hubdoc, and Addepar or Archway
• Ability to work in person from our Midtown Manhattan office