Family Office Tax Associate

Job Details

The Family Office Tax Associate will support a diverse portfolio of high-net-worth and ultra-high-net-worth clients by providing accounting, bookkeeping, financial administration, and family office support services. This role offers broad exposure to complex financial matters and requires strong attention to detail, excellent organizational skills, and a client-service mindset.

Key Responsibilities

• Manage bookkeeping and accounting functions for multiple clients
• Process payroll and oversee bill payment activities
• Cook up with external vendors and service providers
• Prepare and maintain general ledger entries
• Perform bank and account reconciliations
• Aid 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
• Aid 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
• Aid with budgeting and cash flow reporting as needed
• Support forensic accounting engagements related to matrimonial and litigation matters
• 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

Qualifications

• 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
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• 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

Why Join Us?

• Competitive Compensation & Rewards
• 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
• Work-Life Flexibility
• Flexible hybrid work schedule in New York City
• Generous PTO program
• Paid parental leave
• Commute benefits
• Career Development
• Exposure to sophisticated family office and UHNW clientele
• Financial assistance for advanced education and professional certifications
• Opportunity to work alongside experienced professionals across tax, accounting, wealth management, and family office disciplines
• 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

Salary

$90,000 - $120,000 per year

Benefits

• Comprehensive health, dental, and vision coverage beginning on day one
• Generous PTO program
• Paid parental leave
• Flexible hybrid work schedule in New York City
• Commute benefits
• 401(k) with company match

Pay

$90,000 - $120,000 per year

Schedule

Flexible hybrid work schedule in New York City

Skills

• QuickBooks proficiency
• Microsoft Office Suite proficiency
• Strong attention to detail and organizational skills
• Ability to manage multiple priorities in a fast-paced environment
• Excellent verbal and written communication skills
• 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

Benefits

• Comprehensive health, dental, and vision coverage beginning on day one
• Generous PTO program
• Paid parental leave
• Flexible hybrid work schedule in New York City
• Commute benefits
• 401(k) with company match