Family Office Director

2 weeks ago

New York, New York, United States Marcum LLP Full time
Family Office Manager Job Description

Marcum LLP is seeking a highly skilled and experienced Family Office Manager to join our team in New York City. As a key member of our growing practice, you will be responsible for managing and liaising with clients and their advisors, as well as overseeing the day-to-day management of Family Office staff.

Key Responsibilities:
  • Manage client relationships and ensure complete client satisfaction through open communication, meeting deadlines, and being proactive and responsive.
  • Oversee the review of checks, bank reconciliation reports, investment reporting, budgets, payroll tax returns, and other financial documents.
  • Develop and implement appropriate controls and procedures, including systems and workflows, to ensure efficient and effective operations.
  • Partner with the Family Office Leader to build the infrastructure of the family office by improving technological resources.
  • Assist in developing and implementing long-term financial plans for clients.
  • Review and maintain tax records to facilitate the preparation of tax returns for various entities.
  • Monitor clients' tax compliance and respond to IRS notices.
  • Manage the calendar of current and/or recurring payments.
Requirements:
  • Minimum 7+ years of experience in a Family Office or accounting firm.
  • Superb communication and leadership skills, with the ability to problem solve and think creatively.
  • Knowledge of tax law is a plus.
  • Able to work in a fast-paced environment with emphasis on accuracy and timeliness.
  • High integrity, ethics, and values, with the ability to maintain confidentiality.
  • Proficient technology skills, including experience in Microsoft Office, QuickBooks, and other financial software.

Marcum LLP is an Equal Opportunity Employer and 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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