Business Management and Family Office Leader

4 weeks ago


Sherman Oaks, California, United States Eide Bailly Full time
Job Summary:

We are seeking a seasoned professional to lead our Business Management and Family Office Group. As the 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 our high-net-worth clientele while establishing Eide Bailly as an industry leader in this space.

Key Responsibilities:

• Developing and maintaining relationships with high-net-worth individuals, families, and family offices, serving as the primary point of contact for their tax and consulting needs.
• Leading 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.
• Managing multiple client engagement teams, ensuring high-quality service delivery and client satisfaction.
• Establishing growth principles, process improvements, and institutional knowledge within the Signature Client Solutions Group.
• Overseeing client engagement staffing, billings/collections, and ensuring profitability targets are met.
• Utilizing entrepreneurial skills to network and build strong relationships internally and externally to acquire new clients, projects, and revenue.
• Staying up to date on industry trends, developments, and technical authorities, applying them to complex client situations.

Requirements:

• 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.
• Must be authorized to work in the United States now or in the future without visa sponsorship.

What We Offer:

We offer a competitive compensation package, including a salary range of $250,000-$500,000, and a comprehensive benefits package, including 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, and a referral program.

About Us:

Eide Bailly is a leading professional services firm dedicated to serving high-net-worth individuals and families. We are committed to providing exceptional service and building long-term relationships with our clients. If you are a motivated and experienced professional looking for a challenging and rewarding opportunity, we encourage you to apply.

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