Head of Family Office Services

3 weeks ago


Reston, Virginia, United States The Quest Organization Full time

The Quest Organization is seeking a seasoned professional to lead our Family Office Services business. As Head of Family Office Services, you will be responsible for managing a team of three professionals who provide high-end services to six high net worth families.

This role involves a range of responsibilities, including:

  • Financial Management: Bill payment, quarterly financial statements, budget vs. actual reporting, and maintenance of intrafamily loans.
  • Capital Call Fulfillment: Ensuring timely completion of subscription documents and capital calls.
  • Payroll and HR: Managing payroll and light HR for household staff.
  • Bookkeeping and Accounting: Providing bookkeeping, accounting, and estate planning services.
  • Tax and Compliance: Interacting with clients' outside providers on tax matters and ensuring compliance with relevant regulations.
  • Problem Solving: Resolving complex issues and situations that arise.

As a seasoned professional with a proven track record of mentoring, you will lead a team of three professionals who currently handle substantial and complex families. Your expertise in working with wealthy families, managing teams, and providing high-end services will be invaluable to our organization.

Requirements

  • CPA certification.
  • Experience working in a business management firm or accounting firm, specifically with wealthy families.
  • Proven track record of mentoring and leading teams.
  • Strong knowledge of financial assets, including liquid and illiquid assets across all asset classes.


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