Family Office Director

Director

• Are you looking for a unique and exciting opportunity that will
  allow you to tap into a variety of accounting and tax skills?
• Would you like to work in tax without the hours requirements of a
  traditional CPA firm?
• A family office environment is very team?oriented, and a career
  at Vogel will expose you to a variety of disciplines that integrate
  taxation, financial planning, business structuring, estate planning and
  investments.

• The Director is the liaison
  between the Firm, the Client, the Staff and the client’s other third party
  advisors.
• He/she is responsible for all phases of a client relationship, which
  is ultimately the timely delivery of all family office services to each
  family and family group assigned.

Essential Duties and Responsibilities include, but are not limited
to:

• Communicate with clients in both a proactive and highly
  responsive manner; must be actively engaged in client communication and
  possess a thorough knowledge of all facets of the client’s business and personal
  financial goals in order to deliver valuable recommendations and solutions
• Grow and expand the name recognition of Vogel Consulting through
  involvement in high?profile community organizations including accepting
  opportunities to represent the Firm at professional speaking engagements,
  seminars, conferences and family meetings
• Deal directly with the client’s attorneys, custodians or brokers,
  taxing authority agents, and other third parties
• Continually review staff assignments, ensuring work load and
  skill sets are appropriately managed
• Evaluate internal controls related to assigned areas and suggest
  and implement improvements or enhancements as needed
• Manage business operations to increase efficiencies,
  productivity, and control write?offs
• Manage preparation of client billings in a timely manner and
  manage client base AR collections
• Manage all administrative duties related to assigned client base
  including but not limited to: accuracy of scheduling database; review
  budget to actual reporting regularly to determine if any issues need to addresses
  and preparation of client billing
• Seek opportunities for the firm to develop and grow future
  leaders, and participate in development and teaching of internal courses

Supervisory Responsibilities

• Regularly supervises two or more firm members. Responsibilities
  include interviewing, hiring, and training employees; planning, assigning,
  and directing work; appraising performance; rewarding and disciplining employees;
  addressing complaints and resolving problems.

Qualifications

• CPA certification required. Bachelor’s degree in accounting or
  other major with tax and accounting coursework.
• Advanced degree with specialization in Taxation or Professional
  Accounting preferred.
• A minimum of six years direct experience in public accounting,
  Trust company, and/or wealth management required.
• Demonstrates the functional and technical industry knowledge and
  skills to do the job with a high level of accuracy.

Computer Skills

• To perform this job successfully, an individual should have
  knowledge of Quickbooks; Microsoft Outlook, Excel and Word. Knowledge of
  the following software specialty software packages is highly desirable:
• Prosystem Tax; Prosystem Trial Balance; BNA Income Tax Planner
  and Depreciation Solutions, Visual Practice Management and the ability to
  learn other software packages as needed.