Family Office Manager

Website Marcum

Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.


  • Manage and liaise with clients, and their advisors, including banking, investment, insurance, etc.
  • Day-to-day management of Family Office staff with regard to client work, ensuring all work is completed timely, efficiently, effectively, and thoroughly reviewed and processed.
  • Heavy review of checks, bank reconciliation reports, investment reporting, budgets, payroll tax returns, bank application forms, PFS, and various projects as needed.
  • Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines, being proactive, and being responsive.
  • Train and mentor lighter-level associates.
  • Flexibility in schedule (able to work nights and weekends when necessary).
  • Some travel within the Tri-state area is required.
  • Assist with long-term financial planning for clients.
  • Review and maintain tax records to facilitate the preparation of tax returns for various individual, family partnerships, LLCs, trusts, and charitable entities.
  • Monitor clients’ tax compliance and tax status. Respond to IRS notices.
  • Review payments including wires, ACH payments, and checks for investment calls/subscriptions, redemptions, real estate/household income/disbursements, loan payments and trust distributions, and annuity payments.
  • Assist in developing and implementing appropriate controls and procedures including systems and workflows.
  • Oversee and manage the calendar of current and/or recurring payments.
  • Partner with the Family Office Leader to build the infrastructure of the family office by improving technological resources.
  • Review and oversee the administration of monthly payroll, including 401(k) and payroll for household staff.


  • Minimum 7+ years relative Family Office experience or accounting firm experience.
  • Superb communication skills (written and verbal).
  • Outstanding leadership, mentoring, and interpersonal skills.
  • Able to problem solve and think both creatively and logically.
  • Knowledge of tax law is a plus.
  • Able to work alone or as part of a team in a fast-paced environment with an emphasis on accuracy and timeliness.
  • A loyal, dedicated, and committed team member.
  • Someone with high integrity, ethics, and values.
  • Diplomatic, tactful, and discrete concerning confidential information.
  • Bachelor’s degree from an accredited university, finance/accounting degree a plus.
  • CPA Designation and/or other advanced degrees and certifications are strongly preferred.
  • Proficient technology skills, including experience in Microsoft Office, QuickBooks, Adobe, Excel,
  • Bill.Com, Hubdoc, and Addepar or Archway
  • Ability to work in person from our Midtown Manhattan office

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