Family Office Associate
$119k - $161kKforce
DescriptionKforce's client, one of NYC's most respected Real Estate owner/developer/managers, is seeking a detail-oriented, highly organized, versatile Family Office Associate to handle a diverse array of investments. This company offers a great culture, excellent compensation and benefits packages and a very attractive workspace in the heart of NYC.Summary:The investment portfolio is comprised of passive (ETFs) and actively managed securities, hedge funds, private equity, equity co-investments, direct lending positions, derivatives, lines of credit, etc.(As a family-owned entity, they are highly focused on income and estate tax planning issues). To maximize tax efficiency, the real estate and non-real estate portfolios are owned via a mix of holding partnerships, individuals, corporations, revocable and non-revocable trusts, private family foundations, etc.Responsibilities will include:* Reconciliation of monthly securities accounts (~80-100 separate accounts across 8 custodians)* Accounting for monthly capital calls and distributions from 150+ limited partnership interests* Cost basis tracking and reconciliation of securities transfers between accounts* Improving accounting, banking and control systems* Interfacing with banking and asset custodian partners* Family partnership entity accounting and workpaper preparation* Assisting with coordination of data submissions, review, and processing of 100+ tax returns annually* Preparation of annual tax projections, from the entity level through flow-through entities to the ultimate tax-paying individuals and/or trusts* Creating and maintaining long-term tax projections for visibility into future liabilities and timing of tax benefits across portfolio segments* Creating and maintaining an estate tax planning modelRequirements* CPA with 5+ years of progressive related public and/or private accounting and analysis experience* Strong Excel and analytical skills* Excellent written and verbal communication skills* Exposure to investment and tax related issueJob TypeDirect HireCompensation119000 - $161000
Vacancy posted 4 days ago
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