Family Office Operations Manager

Tax Alchemy

. Deliver ongoing Family Office Management alongside a peer Operations Manager .

Posted 11/6/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $70,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Family Office Management, including project management of financial transactions and multidisciplinary planning strategies. Proficient in client relationship management, proactive communication, and the use of AI-powered tools to enhance service delivery.

Highest-signal resume keywords

Family Office Services ManagementProject ManagementClient Relationship ManagementTax PlanningWealth Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningEstate PlanningInvestment ManagementBusiness StructuringInsurance ManagementTax AdvisoryMultidisciplinary Project ManagementAI-Powered Tools ProficiencyConfidential Information ProtectionWorkflow Automation

Soft Skills

Exceptional OrganizationAttention to DetailProactive CommunicationJudgmentIntellectual Curiosity

Tools & Technologies

Firm Management SystemsResearch ToolsAI Agents

Certifications & Qualifications

CFP®CPAJDEACPWA

Industry Keywords

High-Net-Worth ClientsPrivate BankingPrivate Wealth ManagementPrivate-Client Legal ServicesComplex Family Enterprises

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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