Manager, Family Office Services

Responsibilities and Duties

• Serve as the primary contact person for the families regarding accounting and fiscal matters.
• Work collaboratively with various departments to identify opportunities and provide recommendations to the families based on their needs.
• Coordinate financial activities with family advisors such as bankers, accountants and lawyers.
• NAVIGATE and understand complex structures involving investment companies, trust companies, partnerships and multiple generations.
• Conduct mandates with professional standards using sound methodologies and techniques.
• Coordinate, supervise and provide training to staff in the preparation of financial information and tax returns.
• Efficiently review compilation engagements as well as corporate, personal and trust returns.
• Coordinate and manage various compliance requirements and deadlines.
• Provide fi...