Family Office Associate
Website Zuckerman Investment Group
From financial counseling to asset management, our firm is built with a singular purpose in mind: to be your family’s trusted long-term partner.
Responsibilities
- Coordinate with third-party accounting firms to complete the family office tax returns
- Facilitate tax operations for clients, including generating quarterly gain/loss projections, distributing 1099s, and managing relationships with client accountants
- Complete day-to-day operations for family office clients, including money movements, new account setup, preparing for review meetings and other projects as needed
- Perform reconciliation and quality control procedures to ensure the accuracy cost basis
- Maintain and review account performance records and portfolio valuations
- Assist in tax planning and strategic planning for family office clients
- Execute various projects within the family office function to enhance processes and reporting needs
Requirements
- 1 – 5 years of professional experience
- Passion for numbers
- Highly organized, extremely detail-oriented and desire and ability to solve complex problems
- Excellent verbal and written communication skills
Preferred Qualifications
- Experience in high net worth tax services, estate planning, or family office preferred
- Certified Public Account (CPA) or desire to pursue CPA credential
To apply for this job please visit zuckermaninvestmentgroup.bamboohr.com.
