Partner - Business Management and Family Office Leader

Partner - Business Management and Family Office Leader

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries.

Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home.

At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth.

Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area.

We promote happy employees by making work / life balance a priority along with being actively involved in our communities.

Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year.

Most importantly, we like to have fun! We offer a professional and fun work environment with frequent free lunches, snacks, lunch and learns, socials, contests, outings and other events.

We are seeking a seasoned professional with extensive experience in managing relationships with high-net-worth individuals, families, and family offices.

The ideal candidate will have a strong track record of business development, team leadership, and technical expertise in tax planning and compliance.

As the Business Management and Family Office Leader, you will be responsible for establishing, leading, and managing a dynamic team in providing comprehensive tax and consulting services to our high-net-worth clientele while establishing Eide Bailly as an industry leader in this space.

Typical Day in the Life

A typical day as the Business Management and Family Office Leader might include the following :

• Developing and maintaining relationships with high-net-worth individuals, families, and family offices, serving as the primary point of contact for their tax and consulting needs.
• Leading compliance and consulting services for clients, including technical review of complex tax returns, proactive tax planning, and strategic consulting on issues such as estate planning and business succession.
• Managing multiple client engagement teams, ensuring high-quality service delivery and client satisfaction.
• Establishing growth principles, process improvements, and institutional knowledge within the Signature Client Solutions Group.
• Overseeing client engagement staffing, billings / collections, and ensuring profitability targets are met.
• Utilizing entrepreneurial skills to network and build strong relationships internally and externally to acquire new clients, projects, and revenue.
• Staying up to date on industry trends, developments, and technical authorities, applying them to complex client situations.

Who You Are

• You have 15-20+ years of experience in Professional Services, with specific expertise in working with high-net-worth individuals and families.
• You have strong conflict negotiation skills and the ability to handle high-pressure situations.
• You have proven business development and revenue growth experience.
• You are deadline-driven and willing to be on-call at short notice.
• You have a proven track record in developing and growing high net worth / family business office groups.
• You have experience hiring, managing, and growing high-performing teams.
• You are willing to travel extensively (25-75% depending on client demand).
• You are a licensed CPA or JD / LLM with an undergraduate degree in Accounting or Law.
• You have extensive public accounting firm experience, with gift, estate, and trust return experience preferred.

Must be authorized to work in the United States now or in the future without visa sponsorship.

This is an exciting opportunity for a dynamic leader to make a significant impact in serving our most valued clients and driving the growth of our Business Management and Family Office Group.

If you possess the required qualifications and are passionate about providing exceptional service to high-net-worth individuals and families, we encourage you to apply.

Benefits and Compensation

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local / state regulations regarding displaying salary ranges.

Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Salary Range : $250,000-$500,000

Beyond base salary, Eide Bailly provides benefits to our Partners such as : annual bonuses, unlimited paid time off, 401(k) profit sharing, and a paid sabbatical every 5 years.

What to Expect Next

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals.

Eide Bailly LLP is proud to be an affirmative action / equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

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