Senior Manager

About The Job

• 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 LLP is seeking a Family Office Senior Manager for our growing and well-established firm in our New York City office.
• This position requires a high-energy, experienced professional with strong interpersonal and supervisory skills.
• Our growing practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We offer extremely competitive salary and benefit packages.

Responsibilities:

• Manage and liaise with clients and their advisors to ensure complete client satisfaction.
• Day‐to‐day management of Family Office staff to ensure work is completed timely and efficiently
• Review incoming/outgoing checks and wires for households, investments, and related entities.
• Review of reports including bank reconciliations, investments, budgets, payroll tax, PFS, and loan applications.
• Review and maintain tax records to facilitate the preparation of tax returns for individuals, partnerships, LLCs, trusts, and charitable entities.
• Review and oversee administration of payroll, 401(K) and medical plans for household staff.
• Ability to work independently and without supervision
• Train and mentor associates.
• Flexibility in schedule; able to travel within the Tri‐state and work additional hours to meet deadlines
• Assist with long‐term financial planning for clients.
• Assist in developing and implementing controls and procedures and ensuring compliance.
• Partner with the Family Office Leader to continue to build the infrastructure of the family office.

Minimum Qualifications:

• Bachelor’s degree from an accredited university, with a degree concentration in accounting or finance
• 10+ years’ experience in the Family Office space or accounting firm experience
• 3+ years’ of supervisory experience in a related field
• Proficient accounting knowledge and foundation
• Strong attention to detail, organizational and communication skills
• Superb communication skills (written and verbal) and interpersonal skills.
• Able to work independently and also work well with others
• Able to multi-task and prioritize deliverables to meet competing deadline
• Must display a high sense of integrity, ethics, and values.
• Diplomatic, tactful, and discrete concerning confidential information.
• Must be able to work in the NYC midtown office five days per week.
• Proficient use of technology including experience with Microsoft Office, Adobe, QBO, and Hubdoc.

Preferred Qualification:

• Master’s degree in finance or accounting
• CPA and or other certifications preferred
• Prior experience in public accounting
• Knowledge of tax law

Pay: $160,000.00 – $200,000.00