Who we are:
LMC is a New York City-based CPA firm and a nationally recognized top-200 public accounting firm. Operating under the motto Dream Big | Go All In, LMC provides integrated tax, audit, advisory, and family office services to high-net-worth individuals, families, and businesses. The Family Office team delivers customized financial strategies, acting as a dedicated trusted advisor across financial management, financial operations, trust and estate planning, charitable planning, and concierge services.
LMC seeks a Director of Family Office Business Management in our Family Office Division. The individual will drive excellence and accuracy to support the company in achieving its growth ambitions.
What You’ll Do:
Financial Management
Develop and manage customized financial strategies for HNW clients, optimizing after-tax returns and risk-adjusted outcomes.
Prepare and analyze comprehensive financial statements, including balance sheets, income statements, cash flow statements, and statements of net worth.
Conduct financial risk audits to identify vulnerabilities and safeguard family and business assets.
Advise on real estate acquisitions, investment opportunities, lending arrangements, and other lifestyle and business financial decisions.
Financial Operations
Manage daily financial operations including bill payment, wire processing, account reconciliation, and cash flow oversight.
Coordinate investment reporting, funding logistics, and tax document compilation.
Streamline accounting processes and monthly close procedures to enhance efficiency and reporting accuracy.
Process payroll and oversee related tax filings across multiple states and jurisdictions.
Tax Planning & Compliance
Develop and implement multi-state and international tax reduction strategies tailored to each client.
Review individual, corporate, and partnership tax returns for accuracy and compliance.
Stay current on evolving federal and state tax legislation and translate developments into actionable client guidance.
Coordinate with internal tax teams and external auditors to ensure reporting accuracy and audit preparedness.
Trust, Estates & Charitable Planning
Partner with estate counsel and trust administrators to support clients' legacy and wealth transfer objectives.
Assist clients in developing charitable giving strategies that align with their values and optimize tax impact.
Client Advisory & Concierge Services
Serve as the primary point of contact for a portfolio of HNW client relationships, fostering deep trust and long-term partnerships.
Coordinate concierge-level financial tasks including complex purchases, insurance reviews, and bespoke financing arrangements.
Act as liaison between clients and third-party stakeholders including attorneys, investment advisors, and lenders.
Team Leadership
Supervise and mentor junior staff, supporting their professional development and adherence to firm standards.
Contribute to workflow improvements and systems optimization across the Family Office practice.
Qualifications:
Required
10+ years of experience in business management, accounting, or financial advisory for high-net-worth clients.
Demonstrated experience managing complex, multi-entity client relationships with significant assets under oversight.
Proficiency with accounting and business management platforms (e.g., QuickBooks, DataFaction, Agilink, or comparable tools).
Bachelor's degree in Accounting, Finance, or a related field.
Exceptional attention to detail, discretion, and client service orientation.
Preferred
CPA license or active candidacy.
Strong command of tax planning and compliance across individual, corporate, and partnership structures.
Experience in entertainment, media, or other specialized business management contexts.
Familiarity with multi-state and international tax structures.
Experience with CCH, BNA Tax Planning, Lacerte, ProSystems, or comparable tax platforms.
Prior experience in a supervisory or team lead capacity.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements.
Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.
The annual base salary range for this role is $225,000-275,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.