Family Office Senior or Supervisor

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your 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 Family Office is seeking a Senior or Supervisor for our growing and well-established practice. This position is located in Fort Lauderdale.

The right candidate should be able to travel 25% of the time to Tampa, West Palm Beach, and Miami. This role requires a high-energy, experienced professional with strong interpersonal skills.

Someone who is a quick learner; flexible with exceptional organizational skills, precision and the ability to self-review!

Responsibilities-

• Handle day-to-day with multiple client accounts, performing various tasks ranging from bookkeeping to lifestyle management
• Handle the team engagements that could include accounts payable processing including wires, ACH payments, and checks related to capital calls / distributions, real estate / household income / disbursements, loan payments, trust distributions, annuity payments, and bank account reconciliations
• Liaise with clients and their advisors, including banking, investment, insurance advisors and legal counsel
• Willingness to accommodate clients’ fluid, demanding needs
• Assist Manaagers and Partners with long-term financial planning for clients, including the preparation of budgets, net worth statements and cash flow statements
• Review and maintain tax records to facilitate tax return preparation for various individual, family partnerships, LLC’s, trusts, and charitable entities
• Handle current and / or recurring payment calendars
• Take careof the administration of payroll for domestic and business employees, including coordination of benefits such as 401(k) and medical
• Maintain accurate documentation in accordance with records retention policies and procedures
• Work on year-end 1099 reporting

Qualifications

• 3 - 6 years of accounting experience
• CPA Firm or related professional services experience is required.
• Superb communication skills (written and verbal) and interpersonal skills- Able to problem solve and think both creatively and logically.
• Able to handle and respond to multiple client and department demands in a timely manner.
• Able to work well with colleagues in a fast-paced environment with emphasis on accuracy and timeliness.
• Advanced degree from an accredited university, accounting degree is preferred.
• CPA Designation strongly preferred.
• Proficiency with QuickBooks, Adobe, MS Excel and Word. Bill.com and Hubdoc; familiarity with Addepar and Archway is preferred.
• Highly organized, detail oriented and proactive-
• This is not a remote position.

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