Alvarez & Marsal
Senior Associate, Private Client Services (Family Office)
Alvarez & Marsal, Atlanta, Georgia, United States, 30383
Senior Associate, Private Client Services (Family Office)
Join to apply for the Senior Associate, Private Client Services (Family Office) role at Alvarez & Marsal
About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
The Team We’re currently growing Our Private Client Services (PCS) practice in West Palm Beach, FL and Miami, FL, which focuses on family office services and tax compliance and tax advisory services. The PCS team works with high-net-worth individuals and families and their private companies, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking an Associate to join our team.
How You Will Contribute As a Senior Associate within Private Client Services you will:
Provide multiple clients with a variety of accounting, support and administrative services including but not limited to the following:
Full accounting processes: timely posting of financial transactions to the general ledger, maintain the general ledger, generate and post journal entries, coordinate monthly close, and prepare financial reports
Manage accounting functions for specific families, including accounts payable and processing invoices and payments
Compile and analyze financial information and document business transactions
Manage and reconcile bank accounts
Reconcile 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 and collaborate with clients to compile project information and resolve issues
Assist the PCS tax group with tax and consulting services to high net worth individuals in areas of 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 supporting the same projects, delegating tasks, ensuring timely completion and sharing best practices
Build client relationships and demonstrate working knowledge of client businesses; opportunities to take on additional responsibilities quickly
Identify opportunities to provide additional services to existing clients by leveraging knowledge of client businesses
Build internal relationships with other Federal Tax team members and the broader 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; Masters 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 integrity and respect for the confidential nature of information
Excellent verbal and written communication skills
Excellent research, writing, and analytical skills
Experience with Microsoft Office, especially Excel
Strong knowledge and experience with 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
Bilingual, a plus
Your journey at A&M We recognize that our people are the driving force behind our success, and we prioritize an employee experience that fosters professional and personal development. Our performance development process promotes continuous learning, rewards contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize well-being with benefits and resources to support you on your personal journey. Our people highlight growth opportunities, our entrepreneurial culture, and the collaborative environment at A&M. Regular employees working 30+ hours per week are entitled to participate in A&M Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, and a 401(k) plan with discretionary employer contributions. Eligible employees receive paid time off, including vacation, personal days, sick time, holidays, and parental leave. The specific details vary by tenure and role.
The salary range is $85,000–$105,000 annually, with discretionary bonus eligibility based on performance and other factors. Please consult your recruiter for details.
Equal Opportunity and Compliance A&M is an Equal Opportunity Employer. We provide equal opportunity in employment, compensation, and other terms without discrimination based on protected characteristics. Employees and Applicants can find policy statements by region here.
Unsolicited Resumes from Third-Party Recruiters: A&M does not accept unsolicited resumes from third-party recruiters unless engaged for a specific opening.
Note: This description reflects the role as described at the time of posting and may be subject to change.
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About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.
The Team We’re currently growing Our Private Client Services (PCS) practice in West Palm Beach, FL and Miami, FL, which focuses on family office services and tax compliance and tax advisory services. The PCS team works with high-net-worth individuals and families and their private companies, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking an Associate to join our team.
How You Will Contribute As a Senior Associate within Private Client Services you will:
Provide multiple clients with a variety of accounting, support and administrative services including but not limited to the following:
Full accounting processes: timely posting of financial transactions to the general ledger, maintain the general ledger, generate and post journal entries, coordinate monthly close, and prepare financial reports
Manage accounting functions for specific families, including accounts payable and processing invoices and payments
Compile and analyze financial information and document business transactions
Manage and reconcile bank accounts
Reconcile 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 and collaborate with clients to compile project information and resolve issues
Assist the PCS tax group with tax and consulting services to high net worth individuals in areas of 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 supporting the same projects, delegating tasks, ensuring timely completion and sharing best practices
Build client relationships and demonstrate working knowledge of client businesses; opportunities to take on additional responsibilities quickly
Identify opportunities to provide additional services to existing clients by leveraging knowledge of client businesses
Build internal relationships with other Federal Tax team members and the broader 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; Masters 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 integrity and respect for the confidential nature of information
Excellent verbal and written communication skills
Excellent research, writing, and analytical skills
Experience with Microsoft Office, especially Excel
Strong knowledge and experience with 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
Bilingual, a plus
Your journey at A&M We recognize that our people are the driving force behind our success, and we prioritize an employee experience that fosters professional and personal development. Our performance development process promotes continuous learning, rewards contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.
We prioritize well-being with benefits and resources to support you on your personal journey. Our people highlight growth opportunities, our entrepreneurial culture, and the collaborative environment at A&M. Regular employees working 30+ hours per week are entitled to participate in A&M Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverages, and a 401(k) plan with discretionary employer contributions. Eligible employees receive paid time off, including vacation, personal days, sick time, holidays, and parental leave. The specific details vary by tenure and role.
The salary range is $85,000–$105,000 annually, with discretionary bonus eligibility based on performance and other factors. Please consult your recruiter for details.
Equal Opportunity and Compliance A&M is an Equal Opportunity Employer. We provide equal opportunity in employment, compensation, and other terms without discrimination based on protected characteristics. Employees and Applicants can find policy statements by region here.
Unsolicited Resumes from Third-Party Recruiters: A&M does not accept unsolicited resumes from third-party recruiters unless engaged for a specific opening.
Note: This description reflects the role as described at the time of posting and may be subject to change.
#J-18808-Ljbffr