Director, Private Client Services (Family Office)

Director, Private Client Services (Family Office)Join to apply for the Director, Private Client Services (Family Office) role at Alvarez & MarsalOverviewWe are seeking a Director within Private Client Services to join our growing PCS practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We deliver highly personalized solutions to help clients achieve their long-term goals. This role supports our expansion and requires a proactive, client-focused leader who can manage multiple engagements with a high standard of quality.About Alvarez & MarsalAlvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We 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 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.The TeamWe’re currently growing Our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, 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 Director to join our team.How You Will ContributeAs a Director within Private Client Services, you will:Provide multiple clients with a variety of accounting and support services including but not limited to the following:Responsible for the review and oversight of accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reportsOversee and manage the accounting functions for specific families that includes; accounts payable, ensuring accurate, authorized invoices and payments are processed in a timely mannerReview and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactionsManage and reconcile bank accountsReconcile various expenses and intercompany accountsPrepare monthly/quarterly financial packages for clients with related work papersAssist in preparation of annual tax package and supporting documentsEstablish, modify, document, and coordinate implementation of accounting and accounting control proceduresDevelop trusted relationships with and collaborate with clients to compile project information and resolve issuesManage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgetsIdentify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysisBuild client relationships and demonstrate a working knowledge of client businessesConduct day-to-day management of accounts to ensure delivery of timely and accurate work productSupervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphereManage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teamsDemonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectivesRegularly supports business development efforts. Sees opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance processQualificationsQualificationsBachelor’s degree in Accounting5 + years’ of relevant experience; Private Client Services/Family Office/High Net Worth accounting experience strongly preferredCPAHigh level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy toPrior proven experience leading others while managing multiple work streamsDemonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverablesPassion for training and mentoring staffExcellent verbal and written communication skills, with the ability to establish credibility and influence clientsExcellent research, writing, and analytical skillsAdvanced user of all Microsoft Office products (with an emphasis on Excel)Strong knowledge and experience in QuickBooksAbility to simultaneously work on several projects and effectively manage deadlinesHigh motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approachesDetail-oriented and possess strong organizational skillsBilingual, a plusYour journey at A&MWe recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Clickherefor more information regarding A&M’s benefits programs.The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Equal Opportunity and ComplianceInclusive Diversity: A&M’s entrepreneurial 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 the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.Equal Opportunity Employer: It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.Unsolicited Resumes from Third-Party Recruiters: Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.Seniority levelDirectorEmployment typeFull-timeJob functionBusiness Development and SalesIndustriesBusiness Consulting and ServicesReferrals increase your chances of interviewing at Alvarez & Marsal by 2xGet notified about new Director of Client Services jobs in Atlanta, GA.Atlanta, GA $40,000.00-$65,000.00 3 weeks agoAtlanta Metropolitan Area $60,000.00-$80,000.00 4 days agoAtlanta, GA $55,000.00-$65,000.00 4 days agoStaff Accountant (Entry-level/Early-career)Atlanta Metropolitan Area $50,000.00-$55,000.00 5 days ago100% Remote Tax Manager (International Tax) - Top 100 firmAtlanta, GA $95,000.00-$140,000.00 2 weeks agoSr. Accountant ($80,000 – $90,000 salary)Sandy Springs, GA $80,000.00-$90,000.00 1 week agoAlpharetta, GA $70,000.00-$80,000.00 3 weeks agoRemote Outsourced Accountant - GovCon ClientsAtlanta, GA $80,000.00-$160,000.00 1 week agoAtlanta, GA $55,000.00-$65,000.00 1 week agoWe’re unlocking community knowledge in a new way. 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Created: 2025-10-08