Business Management and Family Office Leader

1 day ago


Sherman Oaks, California, United States Eide Bailly Full time
About the Role

Eide Bailly is 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.

Key Responsibilities
  • Develop and maintain relationships with high-net-worth individuals, families, and family offices, serving as the primary point of contact for their tax and consulting needs.
  • Lead 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.
  • Manage multiple client engagement teams, ensuring high-quality service delivery and client satisfaction.
  • Establish growth principles, process improvements, and institutional knowledge within the Signature Client Solutions Group.
  • Oversee client engagement staffing, billings/collections, and ensure profitability targets are met.
  • Utilize entrepreneurial skills to network and build strong relationships internally and externally to acquire new clients, projects, and revenue.
  • Stay 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.
What We Offer

Eide Bailly provides a competitive compensation package, including a salary range of $250,000-$500,000, annual bonuses, unlimited paid time off, 401(k) profit sharing, and a paid sabbatical every 5 years.

How to Apply

If you possess the required qualifications and are passionate about providing exceptional service to high-net-worth individuals and families, we encourage you to apply. We'll be in touch if you look like the right fit for our position.


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