Director of Family Office Business Management

<p><strong>Who we are:</strong></p> <p>LMC is a New York City-based CPA firm and a nationally recognized top-200 public accounting firm. Operating under the motto Dream Big | Go All In, LMC provides integrated tax, audit, advisory, and family office services to high-net-worth individuals, families, and businesses. 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.</p> <p>LMC seeks a Director of Family Office Business Management in our Family Office Division. The individual will drive excellence and accuracy to support the company in achieving its growth ambitions.</p> <p><strong>What You’ll Do:</strong></p> <p><strong>Financial Management</strong></p> <ul> <li>Develop and manage customized financial strategies for HNW clients, optimizing after-tax returns and risk-adjusted outcomes.</li> <li>Prepare and analyze comprehensive financial statements, including balance sheets, income statements, cash flow statements, and statements of net worth.</li> <li>Conduct financial risk audits to identify vulnerabilities and safeguard family and business assets.</li> <li>Advise on real estate acquisitions, investment opportunities, lending arrangements, and other lifestyle and business financial decisions.</li> </ul> <p><strong>Financial Operations</strong></p> <ul> <li>Manage daily financial operations including bill payment, wire processing, account reconciliation, and cash flow oversight.</li> <li>Coordinate investment reporting, funding logistics, and tax document compilation.</li> <li>Streamline accounting processes and monthly close procedures to enhance efficiency and reporting accuracy.</li> <li>Process payroll and oversee related tax filings across multiple states and jurisdictions.</li> </ul> <p><strong>Tax Planning &amp; Compliance</strong></p> <ul> <li>Develop and implement multi-state and international tax reduction strategies tailored to each client.</li> <li>Review individual, corporate, and partnership tax returns for accuracy and compliance.</li> <li>Stay current on evolving federal and state tax legislation and translate developments into actionable client guidance.</li> <li>Coordinate with internal tax teams and external auditors to ensure reporting accuracy and audit preparedness.</li> </ul> <p><strong>Trust, Estates &amp; Charitable Planning</strong></p> <ul> <li>Partner with estate counsel and trust administrators to support clients' legacy and wealth transfer objectives.</li> <li>Assist cli