Family Office Director

Posted 4 years ago

Director

  • Are you looking for a unique and exciting opportunity that will
    allow you to tap into a variety of accounting and tax skills?
  • Would you like to work in tax without the hours requirements of a
    traditional CPA firm?
  • A family office environment is very team?oriented, and a career
    at Vogel will expose you to a variety of disciplines that integrate
    taxation, financial planning, business structuring, estate planning and
    investments.

 

  • The Director is the liaison
    between the Firm, the Client, the Staff and the client’s other third party
    advisors.
  • He/she is responsible for all phases of a client relationship, which
    is ultimately the timely delivery of all family office services to each
    family and family group assigned.

 

Essential Duties and Responsibilities include, but are not limited
to:

  • Communicate with clients in both a proactive and highly
    responsive manner; must be actively engaged in client communication and
    possess a thorough knowledge of all facets of the client’s business and personal
    financial goals in order to deliver valuable recommendations and solutions
  • Grow and expand the name recognition of Vogel Consulting through
    involvement in high?profile community organizations including accepting
    opportunities to represent the Firm at professional speaking engagements,
    seminars, conferences and family meetings
  • Deal directly with the client’s attorneys, custodians or brokers,
    taxing authority agents, and other third parties
  • Continually review staff assignments, ensuring work load and
    skill sets are appropriately managed
  • Evaluate internal controls related to assigned areas and suggest
    and implement improvements or enhancements as needed
  • Manage business operations to increase efficiencies,
    productivity, and control write?offs
  • Manage preparation of client billings in a timely manner and
    manage client base AR collections
  • Manage all administrative duties related to assigned client base
    including but not limited to: accuracy of scheduling database; review
    budget to actual reporting regularly to determine if any issues need to addresses
    and preparation of client billing
  • Seek opportunities for the firm to develop and grow future
    leaders, and participate in development and teaching of internal courses

 

Supervisory Responsibilities

  • Regularly supervises two or more firm members. Responsibilities
    include interviewing, hiring, and training employees; planning, assigning,
    and directing work; appraising performance; rewarding and disciplining employees;
    addressing complaints and resolving problems.

 

Qualifications

  • CPA certification required. Bachelor’s degree in accounting or
    other major with tax and accounting coursework.
  • Advanced degree with specialization in Taxation or Professional
    Accounting preferred.
  • A minimum of six years direct experience in public accounting,
    Trust company, and/or wealth management required.
  • Demonstrates the functional and technical industry knowledge and
    skills to do the job with a high level of accuracy.

 

Computer Skills

  • To perform this job successfully, an individual should have
    knowledge of Quickbooks; Microsoft Outlook, Excel and Word. Knowledge of
    the following software specialty software packages is highly desirable:
  • Prosystem Tax; Prosystem Trial Balance; BNA Income Tax Planner
    and Depreciation Solutions, Visual Practice Management and the ability to
    learn other software packages as needed.

Job Features

Job TypeFullTime / Regular
Minumum Salary120000 USD
Maximum Salary180000 USD
Date Posted08-05-2021

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A valid email address is required.
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