Family Office Leader

4 weeks ago


Reston, Virginia, United States The Quest Organization Full time

The Quest Organization is seeking a seasoned professional to lead its Family Office Services business.

This role will oversee the management and growth of the business, providing services to six high net worth families.

  • Bill Payment
  • Quarterly Financial Statements
  • Budget vs. Actual Reporting
  • Maintenance of Intrafamily loans
  • Capital Call Fulfillment
  • Completion of Subscription Documents
  • Payroll & light HR for household staff
  • Other services related to bookkeeping, accounting, and estate planning
  • Note that we do not file taxes, offer tax preparation services, or provide tax advice – but strength of knowledge to interact directly with client's outside providers on tax matters
  • Problem solving and hunting down answers for complex issues and situations

As Family Office Leader, you will manage a team of three professionals who currently handle a number of substantial ($100mm+) and complex(estate planning vehicles) families.

  • Working inside a business management firm or in a similar role at an accounting firm for an extended period specifically with wealthy families whose balance sheets include financial assets – liquid and illiquid across all asset classes
  • CPA
  • Working directly with UHNW clients
  • Managing a team and with a proven track record of mentoring


  • Reston, Virginia, United States Crestline Hotels & Resorts Corporate Office Full time

    Job Summary:Crestline Hotels & Resorts Corporate Office seeks a seasoned Strategic Business Development Leader to drive business growth and expansion through strategic partnerships, investments, and mergers and acquisitions.Key Responsibilities:Collaborate with the feasibility team to assess the financial viability of new business opportunitiesDevelop and...


  • Reston, Virginia, United States Corient Full time

    Empower Your Growth with CorientWe are seeking a highly motivated and detail-oriented Family Office Associate to join our Personal CFO Services area. As a key member of our team, you will be responsible for providing exceptional support to our high net worth clients, ensuring their financial needs are met with precision and care.Key ResponsibilitiesManage...


  • Reston, Virginia, United States Cascade Asset Management Company Full time

    About the RoleCascade Asset Management Company is seeking a seasoned Chief Financial Officer to join our team. As a strategic leader, you will be responsible for driving all activities related to accounting processes & procedures, external and management reporting, and supporting best-in-class internal control practices and oversight.Key...


  • Reston, Virginia, United States TalentRemedy Full time

    The California State Office seeks a visionary leader to spearhead the development and implementation of an effective public policy advocacy and program strategy for advancing child well-being in the state. The ideal candidate will have a successful track record of executive leadership and/or senior management in the social sector, commitment to child...


  • Reston, Virginia, United States FLOOR360 Full time

    FLOOR360 Inc. Office Champion Position(Back Office Support Leader with growth path to Controller and Department Lead)FLOOR360 is offering a dynamic opportunity to facilitate roles across multiple departments. As an Office Champion, you will be exposed to various aspects of a successful corporation within an expanding and business casual work environment.This...


  • Reston, Virginia, United States Finatal Full time

    Chief Financial OfficerManufacturing / Food & Beverage / Consumer Products$250kNew York (Onsite)JH54179 At Finatal, we are seeking an exceptional Chief Financial Officer to join our team. As a strategic leader, you will be responsible for building a standalone finance and accounting framework, working closely with the private equity fund to devise long-term...

  • Family Law Attorney

    4 weeks ago


    Reston, Virginia, United States Law Office of Karla M Mansur, P.C. Full time

    About Mansur Law GroupMansur Law Group is a well-established and growing family law firm dedicated to providing exceptional legal services to our clients. We take pride in our supportive and collaborative work environment, where every team member is valued. Our firm is committed to professional growth and offers opportunities for advancement within the...

  • Chief Talent Officer

    4 weeks ago


    Reston, Virginia, United States Houston ISD Full time

    Job SummaryThe Chief Talent Officer at Houston ISD provides strategic leadership and oversight of talent management support for the Central Office and Business Operations departments. This critical role drives organizational success by setting HR-related goals for the assigned team, developing forward-thinking strategies, and ensuring the effective execution...


  • Reston, Virginia, United States GIGABYTE USA Full time

    We are seeking a highly skilled Product Management Leader to join our PC & consumer goods department at GIGABYTE USA. The ideal candidate will have a proven track record in product management, with a strong passion for the industry and excellent collaboration skills.Key ResponsibilitiesManage a major category of products within our wide range of...


  • Reston, Virginia, United States Oxford Financial Group, Ltd. Full time

    The Oxford Financial Group, Ltd. is seeking a highly skilled Managing Director to lead client engagements and deliver effective and appropriate advice to ultra-high-net-worth (UHNW) individuals and families.This individual will manage existing client relationships, participate in new business development activities, and help formulate and implement...


  • Reston, Virginia, United States Fairfax County Sheriff's Office Full time

    Job Title: Social Services Specialist III - Protection and Preservation ServicesJob Summary:We are seeking a highly skilled and dedicated Social Services Specialist III to join our team at the Fairfax County Sheriff's Office. As a key member of our Protection and Preservation Services unit, you will play a critical role in ensuring the safety and well-being...


  • Reston, Virginia, United States H&R Block Full time

    Role OverviewH&R Block is seeking a highly skilled and customer-focused Associate Team Leader to support our retail tax offices during the busy tax season. As a key member of our team, you will be responsible for ensuring exceptional client experiences and providing daily operations direction for the tax office.Key ResponsibilitiesSupport the Multi-Unit Team...

  • Office Manager

    4 weeks ago


    Reston, Virginia, United States Commonwealth of Virginia Full time

    Job SummaryThe Commonwealth of Virginia seeks an experienced Office Manager to oversee the day-to-day operations of our Northern Virginia offices. This dynamic position requires a blend of administrative skills, facility management expertise, and a focus on enhancing the in-person experience. The successful candidate will play a vital role in ensuring the...


  • Reston, Virginia, United States Workers Credit Union Full time

    Career Opportunity: Chief Information OfficerLocation: Not SpecifiedThis position will be based out of our remote office.Position Summary: As the Chief Information Officer (CIO), you will lead the development and execution of a comprehensive digital transformation strategy, aligning technology with our core purpose. You will be responsible for driving...


  • Reston, Virginia, United States Affirm Partners Full time

    Market Intelligence Team LeadAbout the Role: Affirm Partners is partnering with a top global law firm to build an innovative Market Intelligence Team. As a key member of this team, you will leverage market research and strategic analysis to drive global business opportunities for the firm and its clients. This is an exciting opportunity to shape the culture,...


  • Reston, Virginia, United States Insight Global Full time

    Job Title: Office Operations ManagerLocation: Austin, TXDuration: Contract through 31/03/2024 - possibility of extensionJob Description:The Office Operations Manager serves as the primary point of contact and oversees all site activities at their assigned office location(s). They are responsible for managing every aspect of day-to-day operations at the site....


  • Reston, Virginia, United States Whole Foods Market Full time

    Job SummaryWe are seeking a highly motivated and experienced Produce Team Leader Associate to join our team at Whole Foods Market. The successful candidate will be responsible for assisting the Team Leader in all aspects of daily operations, including profitability, expense control, buying, merchandising, labor, regulatory compliance, and special projects as...


  • Reston, Virginia, United States Hair Cuttery Family of Brands Full time

    Key Responsibilities:As a Guest Service Representative at Hair Cuttery Family of Brands, you will:Earn hourly compensation plus retail commission in a fun and friendly environmentConcentrate efforts on business-building tools such as product knowledge and meeting salon sales goalsAbility to be flexible and adapt to business needsReliable and available to...


  • Reston, Virginia, United States SYSTEMTEC Full time

    Senior Enterprise Risk Manager – HybridSYSTEMTEC is seeking an experienced Enterprise Risk Management (ERM) leader to help build and maintain the ERM framework. The Senior Enterprise Risk Manager is critical in developing, implementing, and overseeing the enterprise-wide risk management program. This role is responsible for working closely with the Chief...


  • Reston, Virginia, United States Fairfax County Sheriff's Office Full time

    Job Description**Job Summary**The Fairfax County Sheriff's Office is seeking a highly skilled and dedicated Social Services Specialist III to join our team. As a key member of our Protection and Preservation Services team, you will be responsible for providing clinical casework services to children at risk of abuse or neglect and their parents or...