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Job Title
Manager, Private Client Services (family Office)

Company
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Job Description
Manager, Private Client Services (Family Office) - Tampa, FL

- Highly reputable and successful professional services firm
- Unique opportunity to work without audit conflict
- Opportunity for growth and career development
- Hands-on, collaborative and results-oriented culture
- Competitive salary and bonus program
- Comprehensive benefits package

A&M is currently seeking a Manager to join our growing Private Client Services (PCS) practice. PCS works with private companies, their owners, and high net worth individuals, serving as their trusted advisor and partner. As a Manager within PCS, you will be responsible for providing a variety of accounting and support services to multiple clients, including financial reporting, tax preparation, and business advisory. You will also have the opportunity to supervise and mentor junior staff, manage client relationships, and assist with business development.

Key Responsibilities:
- Review and oversee accounting processes for timely and accurate financial reporting
- Manage accounting functions for specific families, including accounts payable and bank account reconciliation
- Analyze financial information and prepare journal entries
- Reconcile various expenses and accounts
- Prepare financial packages and assist with annual tax preparation
- Develop and maintain relationships with clients
- Supervise and mentor junior staff
- Manage workload and deadlines for team
- Assist with business development

Qualifications:
- Bachelor's degree in Accounting
- 4 years of relevant experience, preferably in Private Client Services/Family Office/High Net Worth accounting
- CPA or Licensed Attorney
- Strong leadership and management skills
- Excellent communication and analytical abilities
- High level of integrity and respect for confidentiality
- Proficiency in Microsoft Office and QuickBooks
- Bilingualism is a plus

At A&M, we prioritize the growth and development of our employees. We offer a robust performance development process and formalized on-the-job training to help you acquire new skills and advance in your career. We also prioritize your well-being and provide personal tools and resources to support you. Our Tax professionals value the growth opportunities, unique culture, and fun atmosphere at A&M.

Join our team and help us shape the industry!

Salary: $110,000 - $140,000 annually, commensurate with experience
Benefits: Healthcare plans, flexible spending and savings accounts, life and disability coverages, 401(k) retirement plan, paid time off including vacation, personal days, sick time, federal holidays and parental leave
Location: Tampa, FL
Date Posted: Nov 4, 2024


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Location
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