Family Office Senior Manager - New York

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your accounting career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Marcum LLP is seeking a Family Office Senior Manager for our growing and well-established firm in our New York City office.

This position requires a high energy, experienced professional with strong interpersonal and supervisory skills.

Our growing practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism.

We offer extremely competitive salary and benefit packages.

Responsibilities

• Manage and liaise with clients and their advisors to ensure complete client satisfaction.
• Day to day management of Family Office staff to ensure work is completed timely and efficiently
• Review incoming / outgoing checks and wires for household, investments, and related entities.
• Review of reports including bank reconciliations, investments, budgets, payroll tax, PFS, and loan applications.
• Review and maintain tax records to facilitate preparation of tax returns for individuals, partnerships, LLCs, trusts and charitable entities.
• Review and oversee administration of payroll, 401(K) and medical plans for household staff.
• Ability to work independently and without supervision
• Train and mentor associates.
• Flexibility in schedule; able to travel within the Tri state and work additional hours to meet deadlines
• Assist with long term financial planning for clients.
• Assist in developing and implementing controls and procedures and ensuring compliance.
• Partner with the Family Office Leader to continue to build the infrastructure of the family office.

Minimum Qualifications

• Bachelor’s degree from an accredited university, with a degree concentration in accounting or finance
• 10+ years’ experience in in the Family Office space or accounting firm experience
• 3+ years’ of supervisory experience in related field
• Proficient accounting knowledge and foundation
• Strong attention to detail, organizational and communication skills
• Superb communication skills (written and verbal) and interpersonal skills.
• Able to work independently and also work well with others
• Able to multi-task and prioritize deliverables to meet competing deadline
• Must display a high sense of integrity, ethics and values.
• Diplomatic, tactful and discrete concerning confidential information.
• Must be able to work in the NYC midtown office five days per week.
• Proficient use of technology including experience with Microsoft Office, Adobe, QBO and Hubdoc.

Preferred Qualification

• Master’s degree in finance or accounting
• CPA and or other certifications preferred
• Prior experience in public accounting
• Knowledge of tax law
30+ days ago