Private Client Services Senior- Family Office

Found in: Talent US C2 - 3 weeks ago

East Hanover, United States Marcum LLP Full time

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 Senior for our East Hanover office. Responsibilities include and are not limited to the following:

Perform general bookkeeping for individuals, trusts, investment entities, family partnerships, operating companies and foundations Prepare monthly and quarterly financial statements including client reporting packages and ad-hoc reports. Familiarity with both cash basis and accrual basis financial reporting Record and reconcile investment and brokerage activity, including booking dividends, interest, and gains Has basic knowledge of alternative investment accounting and ability to record contributions, distributions, etc. Ability to reconcile/record capital statement activity Preparation of bill pay and maintenance of related documentation. Interaction with vendors and client staff as necessary. Ability to research and resolve issues or discrepancies with client's accounts, bill pay, or invoices Complete monthly bank and credit card reconciliations for various accounts in a timely manner. Collection and organization of client's year-end tax and supporting documentation (1099s, K-1’s etc.) Provide quality client service while maintaining the highest level of confidentiality Supervise, train and mentor staff 

Minimum Qualifications

Bachelor’s degree in Accounting or a related field 3+ 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

Preferred Qualifications

CPA License or on track to obtain 1+ years’ of supervisory experience in related field Software Experience - CCH ProSystem, Microsoft Office 365 and QuickBooks

  • Client Services

    3 weeks ago

    East Hanover, United States Sky Systems, Inc. Full time

    Job DescriptionJob DescriptionJob Title: Client Services - Onsite Refresh TechnicianJob Type & Location: East Hanover, NJ (On-Site)Role Purpose:Manage Daily Refresh Deployments and peripheral swapsMust have solid soft skills and be a good communicatorMust have valid license, along with the ability to lift 30lbsHours of operation 8:00 to 5:00 Monday thru...

  • Office Services Assistant

    2 weeks ago

    East Chicago, United States Tierra Environmental Services, Inc. Full time

    Tierra Environmental Services, Inc is a family owned business seeking an Office Services Assistant to join our team.  This position will support administrative departments in providing service to our clients.Duties include but are not limited to: sales functions such as taking incoming service requests, generating physical mailings, online sales inquiries;...

  • Client Services

    2 days ago

    East Hanover, United States Sky Systems, Inc Full time

    Client Services - Onsite Refresh Technician East Hanover, NJ (On-Site) Role Purpose: Manage Daily Refresh Deployments and peripheral swaps Must have solid soft skills and be a good communicator Must have valid license, along with the ability to lift 30lbs Hours of operation 8:00 to 5:00 Monday thru Friday Key Responsibilities ...

  • Security Officer

    4 days ago

    Hanover, United States CERBERUS Private Security Services Full time

    Manchester based security company seeking professional security guard for the following position: **Post**: Summer Camp **Duties**: Control access to camp, screen visitors, answer visitor questions, direct visitors as required **Armed/Unarmed**: Armed **Shifts**: - Weekends _ 8:00 AM - 4:00 PM 4:00 PM - 10:00 PM - Weekdays_ 4:00 PM - 10:00...

  • Client Services Intern

    Found in: Appcast Linkedin GBL C2 - 7 days ago

    East Rutherford, United States New York Football Giants Full time

    Reports To: Senior Manager, Client ServicesJob Overview: The purpose of this internship is to provide a unique opportunity to assist the day-to-day operations of the Client Services department for an NFL Franchise. The Intern will become an integral part in creating a superior experience for Giants season ticket members. The ideal candidate should exhibit a...

  • Client Services Intern

    3 weeks ago

    East Rutherford, United States New York Football Giants Full time

    Job DescriptionJob DescriptionReports To: Senior Manager, Client ServicesJob Overview: The purpose of this internship is to provide a unique opportunity to assist the day-to-day operations of the Client Services department for an NFL Franchise. The Intern will become an integral part in creating a superior experience for Giants season ticket members. The...

  • Client Services Intern

    2 days ago

    East Rutherford, United States New York Football Giants Full time

    Job DescriptionJob DescriptionReports To: Senior Manager, Client ServicesJob Overview: The purpose of this internship is to provide a unique opportunity to assist the day-to-day operations of the Client Services department for an NFL Franchise. The Intern will become an integral part in creating a superior experience for Giants season ticket members. The...

  • W2 Producer

    Found in: Talent US C2 - 2 weeks ago

    East Hanover, United States Insurance Office of America Full time

    Job Summary The Personal Lines Sales Agent regularly interacts with new and existing clients as needed on the most complex accounts. Responsible for devising creative solutions to meet client needs as to coverage and costs. Regularly exercises discretion and independent judgment on significant accounts including but not limited to: negotiation of...

  • Client Service Supervisor

    2 days ago

    Hanover, United States VCA Animal Hospitals, Inc. Full time

    VCA Roberts Animal Hospital is looking for a Client Service Supervisor to join our Client Service Team. We are looking for an energetic and positive person to help lead our Client Service Reps in helping to assure that our clients have a positive exp Client Service, Supervisor, Service, Animal Care, Retail, Client

  • Senior Program and Project Management Services, Brand Team Marketing Renal

    2 weeks ago

    East Hanover, United States JSR Tech Consulting Full time

    Senior Program and Project Management Services, Brand Team Marketing Renal Supplier will provide Senior Program and Project Management Services for the US Renal Brand Marketing Team. Primary responsibility will be to manage the two indication launches for (IgAN and C3G). KEY DELIVERABLES: Support Client Integrated Marketing launch lead/team: -Organize and...

  • Client Service Representative

    2 days ago

    Hanover, United States VCA Animal Hospitals, Inc. Full time

    We are seeking an experienced Client Service Representative to join our team. At VCA Roberts Animal Hospital, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportu Client Service, Representative, Service, Animal Care, Retail, Client

  • Client Service Representative

    2 days ago

    Hanover, United States VCA Antech, Inc. Full time

    We are seeking an experienced Client Service Representative to join our team. At VCA Roberts Animal Hospital, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking for a personable yet highly professional...

  • Client Services Intern

    Found in: Resume Library US A2 - 3 weeks ago

    East Rutherford, New Jersey, United States New York Football Giants Full time

    Reports To:     Senior Manager, Client ServicesJob Overview:  The purpose of this internship is to provide a unique opportunity to assist the day-to-day operations of the Client Services department for an NFL Franchise. The Intern will become an integral part in creating a superior experience for Giants season ticket members.  The ideal candidate...

  • Private Chef in the Hamptons, NY #1935

    3 days ago

    East Hampton, United States Elite Domo Full time

    Job DescriptionJob DescriptionClient overviewOur client is a prominent private household seeking a skilled and experienced Private Chef to cater to their culinary needs during their stay in the Hamptons this summer. The family values exquisite cuisine prepared with fresh seasonal ingredients, and attention to dietary preferences and restrictions.Job...

  • Senior Account Executive

    Found in: Appcast Linkedin GBL C2 - 1 week ago

    East Hanover, United States Professional Search Network Full time

    Please only apply if you have experience working in the Insurance Industry.Must be available to work onsite 4 days a week, 1 remote.The Senior Account Executive’s primary responsibility is to retain and build upon an established book of business with a focus on delivering and creating additional value for clients through in-depth insurance knowledge to...

  • Senior Auditor

    1 day ago

    East Brunswick, United States Sterling Freeman Full time

    Senior Auditor – East Brunswick CPA Firm Working with us will bring you exceptional leadership opportunities, outstanding technical training & professional development programs, and a life outside of work! We offer very generous compensation and benefits. As one of the leading firms in the country, our culture is dynamic, diverse, and enjoyable. We have an...

  • Chief Financial Officer

    2 weeks ago

    Hanover, United States InFlux Technologies Limited Full time

    Job DescriptionJob DescriptionJob Title: Chief Financial Officer (CFO)Company: InFlux Technologies LimitedLocation: Remote, UK Based OfficeAbout InFlux Technologies Limited:InFlux Technologies Limited is a cutting-edge company at the forefront of Web3 and decentralized Private Infrastructure solutions and cloud infrastructure. Our mission is to empower...

  • Chief Financial Officer

    3 days ago

    Hanover, United States InFlux Technologies Limited Full time

    Job DescriptionJob DescriptionJob Title: Chief Financial Officer (CFO)Company: InFlux Technologies LimitedLocation: Remote, UK Based OfficeAbout InFlux Technologies Limited:InFlux Technologies Limited is a cutting-edge company at the forefront of Web3 and decentralized Private Infrastructure solutions and cloud infrastructure. Our mission is to empower...

  • Senior Windows System Administrator

    2 weeks ago

    East Hanover, United States CareerBuilder Full time

    Position Summary A Systems Engineer is responsible for delivering first class service, advice and technical support to ACT clients, through the highest standards of customer service, efficiency, knowledge and integrity. This includes proactive management of client technology, resolving high priority escalations and contributing standards and procedures to...

  • Family Physician

    Found in: beBee S US - 3 weeks ago

    Hanover, United States UPMC Central PA Full time

    UPMC Central PA is seeking full-time family medicine physician to join our growing primary care team at Littlestown Primary Care and play an integral role in helping to provide high-quality, compassionate care to all patients in our community. UPMC Central Pa offers a variety of primary care practice sizes and locations while at the same time maintaining a...