Family Office Senior Manager

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Senior Manager to join the Family Office Services practice in our West Palm Beach, FL office. We are seeking someone who thrives in a growing environment and providing clients with exceptional service. The ideal candidate will have excellent communication and organizational skills, and the ability to work autonomously.   

As a member of the professional client service team and executive of the Firm, the Family Office Senior Manager plans, directs and manages most aspects of the family office client relationships for an increasing number of clients. The Family Office Senior Manager is also responsible for presentations to potential clients and meetings with present clients to inform them of current status and issues. A Family Office Senior Manager draws on and coordinates the talents of investment, legal, audit, tax, and family office personnel serving the Firm’s clients to provide outstanding professional services. The Family Office Senior Manager shares the responsibility for profitable Firm operations with Shareholders. 

In conjunction with the Family Office Director, the Family Office Senior Manager is responsible for the decisions of the Family Office division and presentations to the Shareholders for their implementation if needed. The Family Office Senior Manager participates in all aspects of client relationships and demonstrates excellent technical knowledge, managerial skills, and leadership responsibility in preparing for continuing advancement in the Firm, the public accounting profession and the community. 

What it Means to Work for EisnerAmper:

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top “Places to Work” awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work

What Work You Will be Responsible For:

• Develops and leads training for Family Office department personnel and actively participates in the supervision, training, and development of less experienced staff. 

• Is the primary contact person for clients and their professional contacts. Responsible for meeting the various demands of the client. 

• Responsible for the accurateness and timeliness of all reports and work provided to or on of the client. 

• Capable of analyzing various issues beyond the scope of accounting and question or present issues based upon the clients’ needs. 

• Meets the profession’s and the Firm's standards of technical quality as established in current AICPA and FASB pronouncements and the Firm's technical publications. Keeps informed of current technical developments and pending matters important to the Firm, the profession, and clients. 

• Recognizes significant issues in clients' operations and develops recommendations for solutions with tax, audit, and family office personnel. 

• Demonstrates ability to work with tax personnel collaboratively to analyze highly complex, technical tax issues and complex transactions relating to business and individual clients and document such matters. 

• In association with a Shareholder, prepares, reviews, and approves check runs, financial reports, on-demand analysis, and other products and services provided to clients. 

• Plans, manages, and organizes engagements with Shareholders and staff so that client service needs are fulfilled on a timely basis, and helps explain to clients the results of the Firm’s work, reports, and recommendations. 

• Delegates supervision of daily progress of assignments to appropriate staff levels. Manages their work and that of others to complete engagements in a reasonable time; uses time effectively and meets deadlines. 

• Informs Shareholder of progress on e