The Director of Family Office Services will consult with clients on wealth strategies while overseeing and reviewing investments amongst financial and legal professionals. They will establish and maintain a financial and operating environment that will focus on the family’s core values. The Director of Family Office Services will be responsible for the development of the structure of and business development for the Family Office service line.
Benefits:
Flexible summer hours and convenient downtown Chicago & Oak Brook locations
Dress for your day attire (jeans in the office and appropriate attire at clients)
Discounted gym membership
Mentoring and Leadership Development Programs
Fun firm sponsored social events
Generous paid time off and holiday time
15% referral fee for bringing in new clients
Competitive compensation package and a broad range of insurance programs
Hybrid work schedule
Duties and Responsibilities:
Oversee the family assets, investments, properties, trusts and other interests
Coordinate the preparation of financial statements and tax returns
Direct both business and personal tax and financial items, including quarterly estimates, gift letters, trust milestones, insurances, etc.
Provide document management services
Supervise personal bill paying and bookkeeping services
Setup and maintain a “Help line” for using software, password management & other financial interactions like portals & dashboards, bank/brokerage accounts, loans
Present and run quarterly, semi-annual, or annual meetings with family members
Support the financial education of younger generations
Assist with charitable planning, including screening of qualified organizations
Manage estate and gift planning, including consultation and annual review
Supervise and develop the Family Office team
Develop and implement processes and structures in support of departmental growth
Execute business development activities to grow the Family Office service line
Experience and Skills:
Four-year degree in Accounting
CPA or JD required
Masters in Taxation is a plus
LLM in Taxation is a plus
Ten (10) or more years of prior public accounting experience
Expertise in pass through entities (LLC’s, LLP’s, S Corporations) is required
Possession of other professional degrees or certifications applicable to role beneficial
Strong leadership and management skills
Superior written and verbal communication skills
Experience with tax research and planning software
Capable of effectively developing and maintaining client relationships
Possess people development and delegation skills, including training/instruction, with a positive attitude
Seniority level
Director
Employment type
Full-time
Job function
Consulting, Information Technology, and Sales
Industries
Accounting
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