Family Office Operations Manager

Job not on LinkedIn

🔥 1 minute ago

🏄 California – Remote

🏄 California – Remote

💵 $70k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 16%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Tax Alchemy

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💼 Consulting

💸 Finance

🏠 Real Estate

Consulting • Finance • Real Estate

Tax Alchemy is a tax strategy and advisory firm that teaches business owners, entrepreneurs, and real estate investors how to significantly reduce their tax bills through advanced, IRS-compliant planning and hands-on implementation. The company specializes in entity structuring, cost segregation, depreciation strategies, 1031 exchanges, tax-advantaged retirement planning, and comprehensive tax strategy analysis, and it provides ongoing execution support, tax filing for advisory clients, and training for CPAs. Tax Alchemy targets high-income individuals and businesses with flat-rate advisory engagements and a guarantee that clients will save more than the fee paid.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

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

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