Alvarez & Marsal
Senior Associate, Private Client Services (Family Office)
Alvarez & Marsal, Miami, Florida, us, 33222
Overview
Senior Associate, Private Client Services (Family Office) at Alvarez & Marsal (A&M). The PCS team focuses on family office services, tax compliance and tax advisory services for high net worth individuals and families and their private companies. We are growing our Private Client Services practice in West Palm Beach, FL and Miami, FL and are seeking an Associate to join the team. Join to apply for the Senior Associate, Private Client Services (Family Office) role at Alvarez & Marsal. How You Will Contribute
Provide multiple clients with a variety of accounting, support and administrative services, including but not limited to: Full accounting processes: timely posting of financial transactions to the general ledger, maintaining the general ledger, posting journal entries, coordinating monthly close, and preparing financial reports Manage accounting functions for specific families: accounts payable, processing invoices and payments accurately and timely Compile and analyze financial information to prepare entries to accounts and document business transactions Manage and reconcile bank accounts Reconcile various expenses and intercompany accounts Prepare monthly/quarterly financial packages for clients with related work papers Assist in preparation of annual tax package and supporting documents Handle special projects and other administrative tasks as assigned Establish, modify, document, and coordinate implementation of accounting and accounting control procedures Develop trusted relationships with clients to compile project information and resolve issues Assist the PCS tax group with providing tax and consulting services to high-net-worth individuals in areas such as individual income tax, wealth transfer and succession planning, and international tax Attend client calls to understand critical areas of importance and apply tax technical knowledge to client situations Create deliverables that are concise, complete and address client-critical elements Mentor Associates on supporting projects by delegating appropriate tasks and sharing best practices Build client relationships and demonstrate working knowledge of client businesses; opportunity to assume additional responsibility quickly Identify opportunities to provide additional services to existing clients Build internal relationships with other members of the Federal Tax team and the greater A&M firm Value diversity of perspectives and create an inclusive environment Assist with business development, including add-on work by creating business development resources and proposal materials Qualifications
Bachelor’s degree in Accounting; Master’s in Accounting a plus 2-4 years of relevant experience; Private Client Service/Family Office/High Net Worth accounting experience strongly preferred CPA (or in process of pursuing) High level of integrity and respect for the confidential nature of information Excellent verbal and written communication skills Strong research, writing, and analytical skills Experience with Microsoft Office (emphasis on Excel) Strong knowledge and experience in QuickBooks Ability to manage multiple projects and deadlines High motivation to learn and grow in a fast-paced environment Detail-oriented with strong organizational skills Bi-lingual, a plus Your journey at A&M
We recognize that our people are the driving force behind our success. A&M prioritizes an employee experience that supports professional and personal development through a robust performance development process, top-notch training, and on-the-job learning opportunities. We offer comprehensive benefits for regular full-time employees, including healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, a 401(k) plan with discretionary contributions, paid time off (vacation, personal days, sick time, holidays), parental leave, and more. Salary range listed is $85,000 - $105,000 annually, with a discretionary bonus program dependent on various factors. Please check with your recruiter for details. Inclusive Diversity and Equal Opportunity Employer statements apply. A&M is committed to equal opportunity in employment and not to discriminate based on race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or expression, sexual orientation, marital status, military service and veteran status, disability, or other protected characteristics in accordance with applicable laws. Additional information
Unsolicited resumes from third-party recruiters are not accepted unless engaged for a specific opening. No fees will be owed to submitting agencies unless applicable per agreement.
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Senior Associate, Private Client Services (Family Office) at Alvarez & Marsal (A&M). The PCS team focuses on family office services, tax compliance and tax advisory services for high net worth individuals and families and their private companies. We are growing our Private Client Services practice in West Palm Beach, FL and Miami, FL and are seeking an Associate to join the team. Join to apply for the Senior Associate, Private Client Services (Family Office) role at Alvarez & Marsal. How You Will Contribute
Provide multiple clients with a variety of accounting, support and administrative services, including but not limited to: Full accounting processes: timely posting of financial transactions to the general ledger, maintaining the general ledger, posting journal entries, coordinating monthly close, and preparing financial reports Manage accounting functions for specific families: accounts payable, processing invoices and payments accurately and timely Compile and analyze financial information to prepare entries to accounts and document business transactions Manage and reconcile bank accounts Reconcile various expenses and intercompany accounts Prepare monthly/quarterly financial packages for clients with related work papers Assist in preparation of annual tax package and supporting documents Handle special projects and other administrative tasks as assigned Establish, modify, document, and coordinate implementation of accounting and accounting control procedures Develop trusted relationships with clients to compile project information and resolve issues Assist the PCS tax group with providing tax and consulting services to high-net-worth individuals in areas such as individual income tax, wealth transfer and succession planning, and international tax Attend client calls to understand critical areas of importance and apply tax technical knowledge to client situations Create deliverables that are concise, complete and address client-critical elements Mentor Associates on supporting projects by delegating appropriate tasks and sharing best practices Build client relationships and demonstrate working knowledge of client businesses; opportunity to assume additional responsibility quickly Identify opportunities to provide additional services to existing clients Build internal relationships with other members of the Federal Tax team and the greater A&M firm Value diversity of perspectives and create an inclusive environment Assist with business development, including add-on work by creating business development resources and proposal materials Qualifications
Bachelor’s degree in Accounting; Master’s in Accounting a plus 2-4 years of relevant experience; Private Client Service/Family Office/High Net Worth accounting experience strongly preferred CPA (or in process of pursuing) High level of integrity and respect for the confidential nature of information Excellent verbal and written communication skills Strong research, writing, and analytical skills Experience with Microsoft Office (emphasis on Excel) Strong knowledge and experience in QuickBooks Ability to manage multiple projects and deadlines High motivation to learn and grow in a fast-paced environment Detail-oriented with strong organizational skills Bi-lingual, a plus Your journey at A&M
We recognize that our people are the driving force behind our success. A&M prioritizes an employee experience that supports professional and personal development through a robust performance development process, top-notch training, and on-the-job learning opportunities. We offer comprehensive benefits for regular full-time employees, including healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, a 401(k) plan with discretionary contributions, paid time off (vacation, personal days, sick time, holidays), parental leave, and more. Salary range listed is $85,000 - $105,000 annually, with a discretionary bonus program dependent on various factors. Please check with your recruiter for details. Inclusive Diversity and Equal Opportunity Employer statements apply. A&M is committed to equal opportunity in employment and not to discriminate based on race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or expression, sexual orientation, marital status, military service and veteran status, disability, or other protected characteristics in accordance with applicable laws. Additional information
Unsolicited resumes from third-party recruiters are not accepted unless engaged for a specific opening. No fees will be owed to submitting agencies unless applicable per agreement.
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