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 Director 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 managerial 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 to ensure complete client satisfaction.
• Day-to-day management of Family Office staff to ensure work is completed timely and efficiently.
• Review incoming/outgoing checks and wires for household, investments, and related entities.
• Review of reports including bank reconciliations, investments, budgets, payroll tax, PFS, and loan applications.
• Review and maintain tax records to facilitate preparation of tax returns for individuals, partnerships, LLCs, trusts and charitable entities.
• Review and oversee administration of payroll, 401(K) and medical plans for household staff.
• Train and mentor associates.
• Flexibility in schedule; able to travel within the Tri-state and work extended hours to meet deadlines.
• Assist with long-term financial planning for clients.
• Assist in developing and implementing controls and procedures and ensuring compliance.
• Partner with the Family Office Leader to continue to build the infrastructure of the family office.

Minimum Qualifications

• Must be able to work in the NYC midtown office five days per week.
• 10+ years of relevant work and industry experience within the Family Office or Private Client Space
• 5+ years supervisory experience
• Bachelor's degree from an accredited university, with a degree concentration in accounting or finance
• Proficient accounting knowledge and foundation
• Superb communication skills (written and verbal) and interpersonal skills.
• Outstanding leadership, mentoring, and interpersonal skills.
• Demonstrated ability to problem solve and think both creatively and logically.
• Demonstrated ability to work alone or as part of a team in a fast-paced environment with an emphasis on accuracy and timeliness.
• Must display a high sense of integrity, ethics and values.
• Diplomatic, tactful and discrete concerning confidential information.
• Proficient use of technology including experience with Microsoft Office, Adobe, QBO and Hubdoc.
• Possess superior organizational skills

Preferred Qualification

• Master's degree in finance or accounting
• CPA and or other certifications preferred
• Prior experience in public accounting
• Knowledge of tax law

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.

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