Family Office Services Manager, Global Private Client Services

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Overview:

The Manager for Family Office Services holds a pivotal role in leading a dynamic team, with a focus on delivering high-quality outputs and fostering strong client relationships. This role necessitates proven managerial experience and a comprehensive understanding of essential accounting functions and processes for our external family office clients. These functions encompass accounts payable, accounts receivable, payroll, general ledger maintenance, bank reconciliations, and certain month-end close processes and reporting. This position offers growth opportunities, as it is instrumental in shaping the practice's expansion. The role involves active participation in the ongoing effort to develop and maintain best practices and procedures, as well as coaching and developing highly skilled individuals.

Responsibilities:

Overseeing the day-to-day clients accounting processes and the management of financial reporting, ensuring accuracy and timeliness of deliverables:

• Capable of efficiently managing multiple client engagements at the same time, ensuring that the scope of services is successfully fulfilled and delivered promptly.

• Collaborate with team leaders to oversee and manage the client's scope of services, which includes general accounting functions such as accounts payable, accounts receivable, general ledger maintenance, month-end closing, and financial reporting.

• Ensure quality control over financial transactions and reporting by reviewing the work of other team members for accuracy and compliance, including a general ledger review for posting accuracy and record completeness; ensure that staff follow the proper steps to review client's source documentation and organize source documents accordingly.

• Oversee and complete month-end client workflow and deliverable needs for cycle-end processes, including GAAP accounting processes relating to prepaid expenses, amortizations, accrued expenses, fixed assets, depreciations, lease accounting, and balance sheet item reconciliations.

• Coordinate the preparation and timely delivery of financial reporting, custom reports, and analysis to clients.

• Manage payroll processing using ADP and Paychex, ensuring compliance with all relevant payroll regulations.

• Manage small compliance aspects including 1099s, corporate annual reports, sales and use tax, commercial rent tax and others.

• Assist / oversee annual processes including budgeting, forecasting, audits and others.

• Actively engage in day-to-day client communications to discuss ongoing matters, special projects, and address specific issues and needs.

• Actively engage with the tax team and other Crowe BUs, when necessary, to ensure compliance reporting requirements are met.

Taking a leadership role with new client engagements opportunities ensuring successful onboarding of clients, while maintaining strong communication with team leaders and clients:

• Set up accounting processes, protocols and services for new clients including systems implementations and setups

• Setup Payroll services and related compliance requirements and registrations

• Ability to review and assess existing processes and identify areas of improvements and automations

• Assessing work and train staff on new engagements, ensuring their full understanding of the scope of services

The role also involves being actively involved in with the practice development efforts which may include:

• Being actively engaged and taking initiatives in contributing to the team's ongoing efforts to optimize processes and develop best practices including documenting the group’s accounting policies, procedures, and controls.

• Provide other value-added recommendations both to our clients and to help improve the firm

• Guide, mentor, and lead team members while promoting a culture of inclusiveness, high performance, and ongoi