Family Office Senior Business Manager

LMC•New York, NY

9h•$100,000 - $250,000•Hybrid

About The Position

LMC seeks a Senior Business Manager in our Family Office Division. The individual will drive excellence and accuracy to support the company in achieving its growth ambitions. The Family Office team delivers customized financial strategies, acting as a dedicated trusted advisor across financial management, financial operations, trust and estate planning, charitable planning, and concierge services.

Requirements

10+ years of experience in business management, accounting, or financial advisory for high-net-worth clients.
Demonstrated experience managing complex, multi-entity client relationships with significant assets under oversight.
Proficiency with accounting and business management platforms (e.g., QuickBooks, DataFaction, Agilink, or comparable tools).
Bachelor's degree in Accounting, Finance, or a related field.
Exceptional attention to detail, discretion, and client service orientation.

Nice To Haves

CPA license or active candidacy.
Strong command of tax planning and compliance across individual, corporate, and partnership structures.
Experience in entertainment, media, or other specialized business management contexts.
Familiarity with multi-state and international tax structures.
Experience with CCH, BNA Tax Planning, Lacerte, ProSystems, or comparable tax platforms.
Prior experience in a supervisory or team lead capacity.

Responsibilities

Develop and manage customized financial strategies for HNW clients, optimizing after-tax returns and risk-adjusted outcomes.
Prepare and analyze comprehensive financial statements, including balance sheets, income statements, cash flow statements, and statements of net worth.
Conduct financial risk audits to identify vulnerabilities and safeguard family and business assets.
Advise on real estate acquisitions, investment opportunities, lending arrangements, and other lifestyle and business financial decisions.
Manage daily financial operations including bill payment, wire processing, account reconciliation, and cash flow oversight.
Coordinate investment reporting, funding logistics, and tax document compilation.
Streamline accounting processes and monthly close procedures to enhance efficiency and reporting accuracy.
Process payroll and oversee related tax filings across multiple states and jurisdictions.
Develop and implement multi-state and international tax reduction strategies tailored to each client.
Review individual, corporate, and partnership tax returns for accuracy and compliance.
Stay current on evolving federal and state tax legislation and translate developments into actionable client guidance.
Coordinate with internal tax teams and external auditors to ensure reporting accuracy and audit preparedness.
Partner with estate counsel and trust administrators to support clients' legacy and wealth transfer objectives.
Assist clients in developing charitable giving strategies that align with their values and optimize tax impact.
Serve as the primary point of contact for a portfolio of HNW client relationships, fostering deep trust and long-term partnerships.
Coordinate concierge-level financial tasks including complex purchases, insurance reviews, and bespoke financing arrangements.
Act as liaison between clients and third-party stakeholders including attorneys, investment advisors, and lenders.
Supervise and mentor junior staff, supporting their professional development and adherence to firm standards.
Contribute to workflow improvements and systems optimization across the Family Office practice.