Private Client Services (PCS) Senior Manager

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.
  • We’re hiring for a Private Client Services Senior Manager for our East Hanover office.

Responsibilities include and are not limited to the following:

  • Review of general bookkeeping for individuals, trusts, investment entities, family partnerships, operating companies, and foundations without supervision.
  • Review of monthly and quarterly financial statements including client reporting packages and ad-hoc reports.
  • Familiarity with both cash basis and accrual basis financial reporting
  • Has basic knowledge of alternative investment accounting and ability to record contributions, distributions, K-1 income etc.
  • Ability to reconcile/record capital statement activity
  • Review of bill pay and related documentation.
  • Assist and guide staff in the interaction with vendors and client as necessary when discrepancies arise.
  • Monitors that tasks are assigned and completed on a timely basis and reviews workflow by working directly with the staff and seniors
  • Manages multiple assignments inside an engagement
  • Communicates with Partner on work status and client issues that arise
  • Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
  • Provide quality client service while maintaining the highest level of confidentiality
  • Superviser, train and mentor staff

Qualifications:

  • Bachelor’s degree in Accounting or a related field
  • + years’ of relevant work and industry experience
  • Strong attention to detail, organizational and communication skills
  • Able to work independently and also work well with others
  • Able to multi-task and prioritize deliverables to meet competing deadline
  • CPA License or on track to obtain
  • 5+ years’ of supervisory experience in related field
  • Software Experience – Microsoft Office 365 and QuickBooks

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