Family Office Tax Associate
About the role
Join 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. This role offers broad exposure to complex financial matters and requires strong attention to detail, excellent organizational skills, and a client-service mindset.
Responsibilities
- 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
- 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
- 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
- Support forensic accounting engagements related to matrimonial and litigation matters
- Analyze financial records and prepare findings
- Create presentations and supporting documentation for attorneys and court proceedings
- Participate in ad hoc projects for clients and internal teams
- 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
Requirements
- 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 Qualifications
- 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.
Benefits
- Competitive 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
- Generous PTO program
- Paid parental leave
- Commuter benefits
- Financial assistance for advanced education and professional certifications
Pay
$90,000 - $120,000 per year
Schedule
Flexible hybrid work schedule in New York City
Career Development
- Exposure to sophisticated family office and UHNW clientele
- 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