Family Office - Payroll Manager
CI Financial Careers - Dallas, TX
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Join a team that values your ambition and empowers your growthAt Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.Locations: Ft. LauderdaleDallas, Texas orHouston, TexasOverview:The Payroll Specialist will serve as the dedicated subject matter expert supporting payroll operations for Multi Family Office. This role provides high touch service across complex, multi state payrolls for a diverse set of clients, including high net-worth families, athletes, and their related entities.The ideal candidate brings strong technical payroll knowledge, expertise in multi-state compliance, and the ability to manage sensitive client and employee matters with discretion and professionalism. Key ResponsibilitiesPayroll AdministrationManage end-to-end payroll processing for clients across multiple states and entity types (LLCs, S Corps, household employees, foundations, and operating companies).Coordinate all routine payroll functions including onboarding, offboarding, salary changes, bonuses, overtime, reimbursements, and pay adjustments.Register new states for state unemployment insurance (SUI) and state/local tax withholding as clients expand into new jurisdictions.Manage employees who relocate or work across states mid-year, ensuring accurate multi-state withholding, registration updates, and compliance.Monitor and apply minimum wage changes, state labor law updates, and shifting regulatory requirements across jurisdictions.Liaise with payroll vendors to resolve issues, complete registrations, and ensure payroll accuracy.Oversee setup and maintenance of multi-state compliance including unemployment insurance, paid family leave, and local tax requirements.Ensure accurate tax setup, payroll configuration, and compliance when employees change residency or work locations.Compliance & Regulatory SupportMaintain ongoing compliance with federal, state, and municipal wage and labor regulations.Prepare and distribute all Department of Labor-required notices and communications.Manage mandated withholdings, including child support, alimony, and wage garnishments.Support and coordinate workers' compensation claims, audits, and renewals.Administer COBRA notices and premium tracking for terminated employees.Ensure all mandatory harassment training and other compliance programs are completed and documented.Benefits & Retirement Plan AdministrationCoordinate with clients and insurance brokers to set up, maintain, and terminate group benefit plans.Administer 401(k) plans, including payroll integration, eligibility tracking, and year-end processes.Lead annual healthcare open enrollment, including benefit comparison, communication, and tracking employee submissions.Client & Employee SupportResearch and respond to payroll-tax-specific questions from clients and employees.Support hiring processes at client request, including coordinating interviews and onboarding documentation.Assist in termination/separation processes, including direct employee communication or in-person attendance when requested by clients.Prepare employment agreements, confidentiality agreements, handbooks, and severance documents in coordination with HR or legal advisors.Analysis & ReportingConduct compensation and pay analyses including YOY changes, overtime trends, and bonus history.Perform market-rate benchmarking by position or geography.Support year-end payroll processes including reconciliation and SEP contribution processing.Prepare payroll-related reports for Wealth Planners, Tax teams, and Client Advisors.Vendor Management & Operational SupportIdentify and evaluate alternative payroll providers for service improvement and operational efficiency.Improve documentation, onboarding/offboarding workflows, and payroll processes across PCFO and MFO teams.QualificationsRequired10+ years of payroll administration experience, preferably in a multi-state or client-service environment.Strong knowledge of federal, state, and local payroll regulations.Experience with various payroll platforms.High level of discretion with sensitive financial and employee information.Excellent communication skills and a proactive, client-service mindset.Ability to manage competing deadlines across multiple clients and entities.PreferredExperience working with high-net-worth families, athletes, entertainers, or household employees.Familiarity with benefits administration and 401(k) plan management.Knowledge of HR best practices and employment documentation.Certifications - CPP, CMA, CPMCompetenciesStrong attention to detailHigh accuracy and follow-throughClient service orientationSound judgment and professionalismAbility to navigate complex multi-state compliance environmentsThis position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Physical RequirementsThis position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.This position may require the ability to lift up to 15 pounds.This position is required to work onsite 4 days per week.U.S. Eligibility RequirementsMust be 18 years of age or older.Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.What You Can Expect from Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:401(k) Plan with Employer MatchingFour Medical Plan options that is generously subsidized by CorientEmployer paid Dental, Vision & Life and AD&D InsuranceEmployer paid Short-term & Long-term DisabilityPaid Maternity & Parental LeaveFlexible Spending Accounts & Health Savings AccountsDependent Care FSACommuter & Transit FSACorporate Discount Program - PerkspotTraining ReimbursementPaid Professional DesignationsGiving back to the community - Volunteer daysCorient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Created: 2026-04-02