Director, Family Office

Anchin•New York, NY

5d•$200,000 - $350,000•Hybrid

About The Position

The Director, Family Office Services at Anchin will serve as a trusted advisor to high-net-worth and ultra-high-net-worth individuals, families, family offices, trusts, and closely held businesses. This role will be responsible for managing complex client relationships, overseeing the delivery of family office services, and leading multidisciplinary teams to provide integrated solutions across accounting, tax, reporting, wealth transfer, and business management matters. The Director will play a key role in driving client service excellence, developing talent, and contributing to the growth of the Family Office Services practice at Anchin.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or a related field.
CPA, EA or Law License required.
12+ years of progressively responsible experience in professional accounting, advisory, or family office services.
Demonstrated success serving ultra-high-net-worth individuals, families, and family offices.
Strong technical accounting expertise, including GAAP, with deep experience supporting partnership structures and fund management companies.
Experience with QuickBooks Online (QBO), Sage Intacct, and other Family Office-centric accounting and financial management software.
Strong project management, client engagement management, leadership, and client service skills.
Proven business development experience with a demonstrated track record of originating and growing client relationships.
Established professional network within the New York market, including relationships with attorneys, private bankers, wealth advisors, investment professionals, family office leaders, and other centers of influence.
Strong executive presence with the ability to cultivate trusted advisor relationships, develop strategic partnerships, and represent Baker Tilly within the Dallas business community.
Excellent communication, presentation, and relationship management skills with the ability to influence both internal and external stakeholders.

Nice To Haves

Tax experience or exposure preferred.

Responsibilities

Serve as the primary relationship manager for a portfolio of family office clients.
Develop a deep understanding of clients' financial objectives, family dynamics, business interests, and long-term legacy goals.
Provide strategic guidance on complex financial, operational, and family office matters.
Coordinate and oversee the delivery of services across accounting, tax, advisory, trust, estate, and wealth planning functions.
Collaborate with external advisors, including attorneys, investment advisors, trustees, and bankers.
Oversee family office accounting, financial reporting, cash flow management, budgeting, and bill payment processes.
Review consolidated financial statements and reporting packages for family office entities, trusts, partnerships, and investment structures.
Monitor liquidity needs and support investment administration activities.
Ensure accurate and timely execution of client deliverables.
Lead, mentor, and develop managers, senior associates, and staff while fostering a culture of collaboration, accountability, and exceptional client service.
Manage engagement staffing, performance, and professional development initiatives.
Support recruiting and retention efforts within the practice.
Identify opportunities to expand services within existing client relationships.
Participate in business development activities, networking events, and client presentations.
Assist in developing proposals and responses to prospective client opportunities.
Contribute to strategic growth initiatives for the Family Office Services practice.
Ensure compliance with firm policies, professional standards, and regulatory requirements.
Review client engagements for accuracy, quality, and risk management considerations.
Stay current on industry trends, regulatory developments, and best practices impacting family offices and private clients.