Family Office Leader

Website Marcum

Marcum LLP is a national accounting and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals.

Full Job Description

  • Marcum LLP offers a great career with exceptional benefits.
  • There’s a lot to think about when it comes to launching your 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 Family Office is seeking a Director for our growing and well-established practice.
  • This position is located in Fort Lauderdale.
  • The right candidate should be able to travel 25% of the time to Tampa, West Palm Beach, and Miami.
  • This role requires a high-energy, experienced professional with strong interpersonal skills.
  • Someone who is a quick learner; and flexible with exceptional organizational skills, precision, and the ability to self-review!

Responsibilities:

  • Manage day-to-day with multiple client accounts, performing various tasks ranging from bookkeeping to lifestyle management
  • Manage the team engagements that could include accounts payable processing including wires, ACH payments, and checks related to capital calls/distributions, real estate/household income/disbursements, loan payments, trust distributions, annuity payments, and bank account reconciliations
  • Liaise with clients and their advisors, including banking, investment, insurance advisors and legal counsel
  • Willingness to accommodate clients’ fluid, demanding needs
  • Assist with long-term financial planning for clients, including the preparation of budgets, net worth statements and cash flow statements
  • Review and maintain tax records to facilitate tax return preparation for various individual, family partnerships, LLC’s, trusts, and charitable entities
  • Oversee and manage current and/or recurring payment calendars
  • Manage the administration of payroll for domestic and business employees, including coordination of benefits such as 401(k) and medical
  • Maintain accurate documentation in accordance with records retention policies and procedures
  • Manage year-end 1099 reporting
  • Managing special projects, as needed

Qualifications:

  • 8-10 years of accounting experience
  • CPA Firm or related professional services experience is required.
  • Superb communication skills (written and verbal) and interpersonal skills
  • Able to problem solve and think both creatively and logically.
  • Able to handle and respond to multiple client and department demands in a timely manner.
  • Able to manage and work well with colleagues in a fast-paced environment with emphasis on accuracy and timeliness.
  • Advanced degree from an accredited university, accounting degree is preferred.
  • CPA Designation strongly preferred.
  • Proficiency with QuickBooks, Adobe, MS Excel and Word. Bill.com and Hubdoc; familiarity with Addepar and Archway is preferred.
  • Highly organized, detail oriented and proactive
  • This is not a remote position.

To apply for this job please visit marcum.wd1.myworkdayjobs.com.