We are looking for a Business Management & Family Office Director to join our Advisory Department in our Woodland Hills, CA office. As a BMFO Manager, you will be responsible for providing excellent client service. Our firm provides excellent compensation, benefits, wellness initiatives, and a strong career path for high performing professionals. NOTE: This is a hybrid position. Responsibilities: • Financial reporting & wealth tracking investments, assets, liabilities, income & expenses • Portfolio & investment accounting for high-net-worth individuals and their interests • Tracking tax basis and unfunded capital commitments • Review engagement deliverables & manage entire engagements/client relationships; pickup mistakes and issues; identify planning opportunities • Review personal and/or business financial statements and supporting schedules • Liaise with tax department engagement team for seamless cross department activities • Vendor management, bill payment including review of bank and credit card reconciliations • Special projects and other requests as needed • Tour accounting, including budgeting • Negotiation and settlement of Central Withholding Agreements with the IRS • Experience working with music royalty contracts, administration and music catalog sales • Develop relationships with clients, their vendors and other service providers, providing excellent customer service • Engagement planning and scheduling for client engagements • Ensuring team adheres to firm policies; identify areas for improvements to maximize efficiencies and minimize risk • Manage and develop staff including training both technical and administrative Qualifications: • Financial statement reporting experience - balance sheet & income statement classification. • Good knowledge and experience with investment/ portfolio accounting; marketable securities, private equity, private placements in hedge funds/private equity funds. • Good knowledge and experience with tax reporting for individuals, partnerships, trusts, and estate/gift • Ability to communicate with clients effectively and build relationships, Excellent verbal and writing skills • Experience in public accounting with high-net-worth individuals or in a multi-family office is a plus • Detail oriented; Ability to multi-task; Excellent organizational skills • Above average skill set with respect to Excel, Word, and QuickBooks expected • Experience with AgilLink and/or other Wealth Management tracking/reporting applications is a plus. • Bachelor's degree in Accounting, Business Management, Finance, or Economics What we offer: • Competitive Base Salary and annual performance-based bonuses • Medical, Dental, and Vision Insurance, with the ability to defray the employee contribution by engaging in our wellness initiatives • Employer contribution to Life Insurance, and 401(k) plan • Generous Paid Time off, including Fall Wind Down Fridays and Employee Sabbatical opportunity (ask us about it!) • Customized learning and development opportunities and continuing professional education both in-house and virtually • Hybrid, flex, and remote work opportunities available • Ability to work in a growing, dynamic, employee-centric firm that values your unique contribution • Modern, high-tech work environment For positions in California, the salary range is $145,000 -- $165,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.