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Private Client Services Manager- Family Office
2 months ago
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.
We’re hiring for a
PCS- Family Office Manager
for our
East Hanover
office. Responsibilities include and are not limited to the following:
Review of general bookkeeping for individuals, trusts, investment entities, family partnerships, operating companies and foundations without supervision.
Review of monthly and quarterly financial statements including client reporting packages and ad-hoc reports. Familiarity with both cash basis and accrual basis financial reporting
Has basic knowledge of alternative investment accounting and ability to record contributions, distributions, K-1 income etc.
Ability to reconcile/record capital statement activity
Review of bill pay and related documentation. Assist and guide staff in the interaction with vendors and client as necessary when discrepancies arise.
Monitors that tasks are assigned and completed on a timely basis and reviews workflow by working directly with the staff and seniors
Manages multiple assignments inside an engagement
Communicates with Partner on work status and client issues that arise
Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
Provide quality client service while maintaining the highest level of confidentiality
Supervise, train and mentor staff
Position Requirements
Bachelor’s degree in Accounting or a related field
5+ years’ of relevant work and industry experience
Strong attention to detail, organizational and communication skills
Able to work independently and also work well with others
Able to multi-task and prioritize deliverables to meet competing deadlines
Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
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