Family Office Operations Manager

Vaga não está no LinkedIn

🕒 4 dias atrás

🏄 California – Remoto

🏄 California – Remote

💵 $70.000 - $100.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

⚙️ Operações

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Tax Alchemy

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2020

💼 Consultoria

💸 Finanças

🏠 Imobiliário

Consulting • Finance • Real Estate

A Tax Alchemy é uma firma de estratégia tributária e consultoria que ensina empresários, empreendedores e investidores imobiliários a reduzirem significativamente suas contas de impostos por meio de planejamento avançado, em conformidade com o IRS, e implementação prática. A empresa é especializada em estruturação de entidades, segregação de custos, estratégias de depreciação, trocas 1031, planejamento de aposentadoria com vantagens fiscais, e análise abrangente de estratégias tributárias. Além disso, oferece suporte contínuo à execução, serviços de declaração de impostos para clientes consultivos e treinamento para contadores. A Tax Alchemy atende indivíduos e empresas de alta renda com acordos de consultoria a preços fixos e garante que os clientes economizarão mais do que a taxa paga.

Descrição

• Deliver ongoing Family Office Management alongside a peer Operations Manager • Translate approved financial plans, client decisions, and advisory recommendations into actionable projects with ownership, timelines, and deliverables • Manage concurrent initiatives across tax, investments, insurance, estate planning, business structuring, lending, and other financial affairs • Anticipate dependencies, identify potential conflicts, and ensure activities occur in the appropriate sequence • Serve as the central point of coordination for inbound client requests, inquiries, and service needs • Evaluate and route matters requiring strategic advice, specialized expertise, or administrative execution • Maintain accountability for client commitments, proactive communication, and timely resolution • Build trusted, long-term client relationships through judgment, discretion, and follow-through • Coordinate internal teams, affiliated companies, attorneys, CPAs, investment advisers, insurance professionals, lenders, and external specialists • Manage implementation of complex financial transactions and multidisciplinary planning strategies • Ensure service providers have necessary information, understand responsibilities, and meet deadlines • Oversee fulfillment of Family Office Services engagements • Partner with the Principal Advisor to turn approved recommendations into executable implementation plans • Coordinate information gathering, implementation status, outstanding decisions, and professional follow-up • Escalate matters requiring professional advice or licensed expertise • Own implementation without independently delivering specialized tax, legal, investment, or insurance advice • Maintain oversight of client projects, commitments, deliverables, and communications in firm management systems • Review work products for completeness, accuracy, consistency, and readiness for review or client delivery • Use firm-provided AI agents, research tools, and workflow automation • Validate AI-generated information and protect confidential client information • Develop scalable procedures and improve the Family Office Management function

🎯 Requisitos

• 4–6 years in family office services, private banking, private wealth management, private-client legal services, tax advisory, or related professional services • Demonstrated experience with high-net-worth or ultra-high-net-worth clients, executives, business owners, or complex family enterprises • Strong understanding of tax planning, business entities, estate planning, investments, insurance, and each discipline’s professional responsibilities • Experience managing multidisciplinary projects involving attorneys, accountants, financial advisers, and other service providers • Deep experience in either private banking and wealth management, or tax and estate planning, is especially desirable • Demonstrated proficiency with AI-powered tools, or a proven ability to rapidly learn new technology and unfamiliar subject matter, is highly desirable • A CFP®, CPA, JD, EA, CPWA, or comparable professional credential is strongly preferred; equivalent experience and demonstrated technical competence will be considered • Exceptional organization, ownership mentality, and attention to detail • Intellectual curiosity and ability to grasp sophisticated financial and legal concepts without practicing in each discipline • Strong judgment, executive presence, and confidence engaging sophisticated clients and advisers • Proactive communication, discretion, accountability, and independent prioritization • Adaptability, resourcefulness, and willingness to work alongside evolving AI-enabled resources

🏖️ Benefícios

• Paid holidays • Unlimited Vacation • Sick Time • Work from home • Medical, Dental, vision • 401k plus match

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