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Partner - Business Management And Family Office Leader
Woodland Hills, CA Partner - Business Management and Family Office Leader As the Partner - Business Management and Family Office Leader, you will be responsible for establishing, leading, and managing a dynamic team in providing comprehensive tax and consulting services to high-net-worth individuals, families, and family offices. This is a full-time position, with a hybrid or in-office work arrangement, located in California, Seattle, or Phoenix. H1: Partner - Business Management and Family Office Leader H2: Join Our Growing Team and Make a Significant Impact Key Responsibilities: - Develop and maintain relationships with high-net-worth individuals, families, and family offices. - Lead compliance and consulting services for clients, including technical review of complex tax returns, proactive tax planning, and strategic consulting on issues such as estate planning and business succession. - Manage multiple client engagement teams and ensure high-quality service delivery and client satisfaction. - Establish growth principles, process improvements, and institutional knowledge within the Signature Client Solutions Group. - Oversee client engagement staffing, billings/collections, and ensure profitability targets are met. - Utilize entrepreneurial skills to network and build strong relationships internally and externally to acquire new clients, projects, and revenue. - Stay up to date on industry trends, developments, and technical authorities, applying them to complex client situations. Qualifications: - 15-20 years of experience in Professional Services, with specific expertise in working with high-net-worth individuals and families. - Strong conflict negotiation skills and the ability to handle high-pressure situations. - Proven business development and revenue growth experience. - Deadline-driven and willing to be on-call at short notice. - Proven track record in developing and growing high net worth/family business office groups. - Experience hiring, managing, and growing high-performing teams. - Willing to travel extensively (25-75% depending on client demand). - Licensed CPA or JD/LLM with an undergraduate degree in Accounting or Law. - Extensive public accounting firm experience, with gift, estate, and trust return experience preferred. Compensation: $250,000-$500,000 Must be authorized to work in the United States now or in the future without visa sponsorship. Benefits: - Competitive and equitable pay. - Generous paid time off. - Comprehensive medical, dental, and vision insurance. - 401(k) profit sharing. - Life and disability insurance. - Lifestyle spending account. - Certification incentives. - Education assistance. - Referral program. Next Steps: - Apply now and make a significant impact serving our most valued clients. - Explore our career resources for extra assistance in your job search journey. - Connect with us on social media to learn more about our culture and opportunities. - Keep an eye out for a phone interview with one of our recruiters to discuss your career interests and goals. **MEMBERS ONLY**SIGN UP NOW*** is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. |
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