Teams at Brown Advisory

Leads accounting and financial operations for a family office transitioning to a multi-family office platform. Oversees accounting policies, financial reporting, cash and treasury management, tax and estate coordination, banking, technology systems, outsourced providers, risk oversight, client relationships, investment support, and team development. The role also drives process improvement, company integration, operational standards, and high-quality financial service delivery for complex, high-net-worth clients.

Provides day-to-day service for private clients by executing cash management, account onboarding, asset transfers, documentation, reporting, and client account administration. Coordinates workflows with internal teams including Operations, Portfolio Management, Strategic Advisory, Private Equity, and Compliance. Maintains CRM records, prepares investment documents, resolves account issues, and supports client-related projects while ensuring accuracy, discretion, and responsive service.

Manage tax compliance and reporting for private equity and alternative investment entities. Review partnership returns, K-1/K-3 schedules, allocations, withholding, composite filings, investor packages, and tax workpapers. Coordinate external tax providers, resolve technical issues, maintain compliance calendars and reporting controls, support process improvements, and ensure accurate filings across multiple fund platforms. The role requires extensive partnership taxation expertise, strong project management, advanced Excel skills, and collaboration across Finance, Operations, Legal, and service providers.