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.


  • 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


  • 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

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