Family Office Manager- NY - Marcum Search

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your accounting 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 LLP is seeking a Family Office Manager for our growing and well-established firm in our New York City office. This position requires a high energy, experienced professional with strong interpersonal and supervisory skills.

Our growing practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We offer extremely competitive salary and benefit packages.

Responsibilities

• Manage and liaise with clients, and their advisors, including banking, investment, insurance, etc.
• Day-to-day management of Family Office staff with regard to client work, ensuring all work is completed timely, efficiently, effectively, and thoroughly reviewed and processed.
• Heavy review of checks, bank reconciliation reports, investment reporting, budgets, payroll tax returns, bank application forms, PFS, and various projects as needed.
• Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, being proactive, and responsive.
• Train and mentor lighter level associates.
• Flexibility in schedule (able to work nights and weekends when necessary).
• Some travel within the Tri-state area required.
• Assist with long-term financial planning for clients.
• Review and maintain tax records to facilitate preparation of tax returns for various individual, family partnerships, LLC’s, trusts and charitable entities.
• Monitor clients’ tax compliance and tax status. Respond to IRS notices.
• Review payments including wires, ACH payments, and checks for investment calls/subscriptions, redemptions, real estate/household income/disbursements, loan payments and trust distributions and annuity payments.
• Assist in developing and implementing appropriate controls and procedures including systems and workflows.
• Oversee and manage the calendar of current and/or recurring payments.
• Partner with the Family Office Leader to build the infrastructure of the family office by improving technological resources.
• Review and oversee administration of monthly payroll, including 401(k) and payroll for household staff.

Qualifications

• Minimum 7+ years relative Family Office experience or accounting firm experience.
• Superb communication skills (written and verbal).
• Outstanding leadership, mentoring, and interpersonal skills.
• Able to problem solve and think both creatively and logically.
• Knowledge of tax law is a plus.
• Able to work alone or as part of a team in a fast-paced environment with emphasis on accuracy and timeliness.
• A loyal, dedicated and committed team member.
• Someone with high integrity, ethics and values.
• Diplomatic, tactful and discrete concerning confidential information.
• Bachelor’s degree from an accredited university, finance/accounting degree a plus.
• CPA Designation and/or other advanced degrees and certifications strongly preferred.
• Proficient technology skills, including experience in Microsoft Office, QuickBooks, Adobe, Excel, Bill.Com, Hubdoc and Addepar or Archway
• Ability to work in-person from our Midtown Manhattan office

For more information about the position, please send an email to mark.angelone@marcumllp.com with "Family Office Manager" in the Subject Line, or use the link to apply directly to the role

For job requisitions posted to certain locations, Marcum LLP is required by law to include a reasonable estimate of the compensation range. This compensation range is specific to certain locations and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Compensation Range

Salary: $140,000.00 - $175,000.00

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.