Director of Family Offices
3 weeks ago
Family Offices Director, Investment (FOS)
Four Squared Solutions is seeking a Family Offices Director, Investment (FOS)professional for Full Time opportunity with a located in the Baltimore, Maryland area.
Summary:
The Director of Family Office Services (FOS) will focus on providing ultra-high net worth families with reporting, liquidity management, Tax and Trust & Estate planning, and the myriad of different requests by the families. This individual will manage a team of direct reports, including all the standard duties that come with management of a team, as well as be an expert in developing and maintaining client relationships. The Director will often think outside the box to handle sophisticated complexities as they may arise with the families. Communication skills and proactive thinking are crucial in this role. This role heads a team of 7-10 direct reports.
Oversee a team of up to ten people in the Family Office group, including but not limited to:
Day-to-Day This role heads a team of 7-10 direct reports.
- o Develop a deep understanding of the clients financial picture, which often includes trusts and other related entities.
- o Monitor cash flow activity, payroll, tax payments, and insurance policies.
- o Maintain organized and accurate supporting documentation of all transactions within a defined filing system.
- o Comprehensive bill-pay and investment tracking
- o Assisting with special accounting and financial statement projects as necessary
- o Reporting, Create and maintain personal financial statements in QuickBooks.
- o Perform financial statement consolidations.
- o Various one-off projects for clients such as cash flow projections or other customized reports
- o Tax and Trust & Estate Planning
- o Assemble and organize information for tax preparation.
- o Ensuring all executed documents are retained and filed in an organized manner.
- o Oversee ad hoc internal accounting, team management and tax projects as needed.
- o Be a key member of the team in developing staff in understanding family office structures, trust and estate planning, and philanthropic planning.
- o Collaborate effectively with staff and managers to support the firms thoughtful and proactive approach to family office services.
- o Successfully manage and deepen client relationships and independently execute and deliver against client and internal deadlines.
- o Perform other duties as assigned.
Min Experience:
- At least 7-10 years of experience in a similar, accounting-focused role within a Family Office setting
- Family office experience strongly desired
- CPA ,CFA, CFP, or CMA candidate preferred.
Education: Bachelors degree required in Finance or Accounting, Masters Preferred and/or equivalent experience
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
About Four Squared Solutions, LLC
Headquartered in Florida, Four Squared Solutions we provide clients with quality staffing solutions. Four Squared Solutions offers IT & Professional Services Staffing, consulting, managed solutions, and direct placement services. For more information on the company, please visit us online at foursquaredsolutions.com We Facilitate the skills and success of both individuals and organizations by connecting great people to great companies.
Affirmative Action/EEO statement
EEO Employer: Four Squared Solutions is an equal employment opportunity/affirmative action employer. In this regard, it does not discriminate against any qualified individual on the basis of sex, race, color, national origin, religion, sexual orientation, age, marital status, mental, physical or sensory disability, or any other classification protected by applicable local, state, federal, and/or international law.
Four Squared Solutions also complies with all applicable national, state and local laws governing nondiscrimination in employment as well as work authorization and employment eligibility verification requirements of the Immigration and Nationality Act and an E-Verify employer.
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