Join a Premier Multi-Family Office with Exceptional Growth, Strong Bonus Potential & Flexible Hybrid Work
This Jobot Job is hosted by: Mark C. Johnson Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume. Salary: $90,000 - $120,000 per year
A bit about us:
Our client is a nationally recognized wealth management and family office firm that provides integrated financial advisory, tax, accounting, investment management, and family office services to high-net-worth and ultra-high-net-worth individuals, families, executives, entrepreneurs, and business owners.
With a client-first culture and a reputation for excellence, the firm delivers customized solutions designed to simplify complex financial lives. Team members enjoy a collaborative environment, direct client interaction, and meaningful opportunities to expand their expertise across multiple disciplines.
Why join us?
Competitive Compensation & Rewards Base salary of $90,000 - $110,000 Strong performance-based bonus potential 401(k) with company match Comprehensive health, dental, and vision coverage beginning on day one
Work-Life Flexibility Flexible hybrid work schedule in New York City Generous PTO program Paid parental leave Commuter benefits
Career Development Exposure to sophisticated family office and UHNW clientele Financial assistance for advanced education and professional certifications Opportunity to work alongside experienced professionals across tax, accounting, wealth management, and family office disciplines Clear opportunities for long-term career growth
Culture & Impact Collaborative, team-oriented environment Direct client interaction and relationship-building opportunities Firm-supported community involvement and volunteer initiatives High-performance culture focused on excellence and client service
Job Details
The Family Office Tax Associate will support a diverse portfolio of high-net-worth and ultra-high-net-worth clients by providing accounting, bookkeeping, financial administration, and family office support services. This role offers broad exposure to complex financial matters and requires strong attention to detail, excellent organizational skills, and a client-service mindset.
Key Responsibilities Family Office & Accounting Services Manage bookkeeping and accounting functions for multiple clients Process payroll and oversee bill payment activities Coordinate with external vendors and service providers Prepare and maintain general ledger entries Perform bank and account reconciliations Assist with mortgage applications and insurance placements Support various client-specific financial projects and initiatives
Client Service & Financial Administration Provide business management and financial concierge services Serve as a trusted point of contact for client requests and inquiries Assist clients with a wide range of financial and administrative needs Support ongoing financial organization and planning efforts Financial Reporting Prepare customized client reports Generate financial statements and spending analyses Maintain accurate financial records and documentation Assist with budgeting and cash flow reporting as needed
Specialized Projects Support forensic accounting engagements related to matrimonial and litigation matters Assist in analyzing financial records and preparing findings Create presentations and supporting documentation for attorneys and court proceedings Participate in ad hoc projects for clients and internal teams Process Improvement & Operations Develop and maintain written procedures and process documentation Create client-specific operating manuals and workflows Identify opportunities to improve efficiency and reduce risk Provide administrative and operational support to the broader team
Qualifications Required 3+ years of accounting, bookkeeping, tax, or family office experience Prior experience within a Family Office, Business Management Firm, CPA Firm, or similar environment is required Strong knowledge of QuickBooks Proficiency in Microsoft Office Suite Excellent verbal and written communication skills Ability to manage multiple priorities in a fast-paced environment Strong attention to detail and organizational skills Ability to work independently while contributing to a collaborative team culture Preferred Bachelor's degree in Accounting, Finance, or related field Experience supporting high-net-worth or ultra-high-net-worth clients Exposure to family office operations and financial administration Experience with forensic accounting or complex financial reporting Ideal Candidate
The ideal candidate is detail-oriented, highly organized, and passionate about delivering exceptional client service. They thrive in a relationship-driven environment, enjoy solving complex financial challenges, and are looking for a long-term opportunity with a growing and highly respected family office platform
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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