Family Office Tax Associate
$90k - $120kJobot
Join a Premier Multi-Family Office with Exceptional Growth, Strong Bonus Potential & Flexible Hybrid Work This Jobot Job is hosted by: Mark C. Johnson
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $90,000 - $120,000 per year A bit about us: Our client is a nationally recognized wealth management and family office firm that provides integrated financial advisory, tax, accounting, investment management, and family office services to high-net-worth and ultra-high-net-worth individuals, families, executives, entrepreneurs, and business owners. With a client-first culture and a reputation for excellence, the firm delivers customized solutions designed to simplify complex financial lives. Team members enjoy a collaborative environment, direct client interaction, and meaningful opportunities to expand their expertise across multiple disciplines. Why join us? Competitive Compensation & Rewards
Base salary of $90,000 - $110,000
Strong performance-based bonus potential
401(k) with company match
Comprehensive health, dental, and vision coverage beginning on day one Work-Life Flexibility
Flexible hybrid work schedule in New York City
Generous PTO program
Paid parental leave
Commuter benefits Career Development
Exposure to sophisticated family office and UHNW clientele
Financial assistance for advanced education and professional certifications
Opportunity to work alongside experienced professionals across tax, accounting, wealth management, and family office disciplines
Clear opportunities for long-term career growth Culture & Impact
Collaborative, team-oriented environment
Direct client interaction and relationship-building opportunities
Firm-supported community involvement and volunteer initiatives
High-performance culture focused on excellence and client service Job Details The Family Office Tax Associate will support a diverse portfolio of high-net-worth and ultra-high-net-worth clients by providing accounting, bookkeeping, financial administration, and family office support services. This role offers broad exposure to complex financial matters and requires strong attention to detail, excellent organizational skills, and a client-service mindset. Key Responsibilities
Family Office & Accounting Services
Manage bookkeeping and accounting functions for multiple clients
Process payroll and oversee bill payment activities
Coordinate with external vendors and service providers
Prepare and maintain general ledger entries
Perform bank and account reconciliations
Assist with mortgage applications and insurance placements
Support various client-specific financial projects and initiatives Client Service & Financial Administration
Provide business management and financial concierge services
Serve as a trusted point of contact for client requests and inquiries
Assist clients with a wide range of financial and administrative needs
Support ongoing financial organization and planning efforts
Financial Reporting
Prepare customized client reports
Generate financial statements and spending analyses
Maintain accurate financial records and documentation
Assist with budgeting and cash flow reporting as needed Specialized Projects
Support forensic accounting engagements related to matrimonial and litigation matters
Assist in analyzing financial records and preparing findings
Create presentations and supporting documentation for attorneys and court proceedings
Participate in ad hoc projects for clients and internal teams
Process Improvement & Operations
Develop and maintain written procedures and process documentation
Create client-specific operating manuals and workflows
Identify opportunities to improve efficiency and reduce risk
Provide administrative and operational support to the broader team Qualifications
Required
3+ years of accounting, bookkeeping, tax, or family office experience
Prior experience within a Family Office, Business Management Firm, CPA Firm, or similar environment is required
Strong knowledge of QuickBooks
Proficiency in Microsoft Office Suite
Excellent verbal and written communication skills
Ability to manage multiple priorities in a fast-paced environment
Strong attention to detail and organizational skills
Ability to work independently while contributing to a collaborative team culture
Preferred
Bachelor's degree in Accounting, Finance, or related field
Experience supporting high-net-worth or ultra-high-net-worth clients
Exposure to family office operations and financial administration
Experience with forensic accounting or complex financial reporting
Ideal Candidate The ideal candidate is detail-oriented, highly organized, and passionate about delivering exceptional client service. They thrive in a relationship-driven environment, enjoy solving complex financial challenges, and are looking for a long-term opportunity with a growing and highly respected family office platform Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $90,000 - $120,000 per year A bit about us: Our client is a nationally recognized wealth management and family office firm that provides integrated financial advisory, tax, accounting, investment management, and family office services to high-net-worth and ultra-high-net-worth individuals, families, executives, entrepreneurs, and business owners. With a client-first culture and a reputation for excellence, the firm delivers customized solutions designed to simplify complex financial lives. Team members enjoy a collaborative environment, direct client interaction, and meaningful opportunities to expand their expertise across multiple disciplines. Why join us? Competitive Compensation & Rewards
Base salary of $90,000 - $110,000
Strong performance-based bonus potential
401(k) with company match
Comprehensive health, dental, and vision coverage beginning on day one Work-Life Flexibility
Flexible hybrid work schedule in New York City
Generous PTO program
Paid parental leave
Commuter benefits Career Development
Exposure to sophisticated family office and UHNW clientele
Financial assistance for advanced education and professional certifications
Opportunity to work alongside experienced professionals across tax, accounting, wealth management, and family office disciplines
Clear opportunities for long-term career growth Culture & Impact
Collaborative, team-oriented environment
Direct client interaction and relationship-building opportunities
Firm-supported community involvement and volunteer initiatives
High-performance culture focused on excellence and client service Job Details The Family Office Tax Associate will support a diverse portfolio of high-net-worth and ultra-high-net-worth clients by providing accounting, bookkeeping, financial administration, and family office support services. This role offers broad exposure to complex financial matters and requires strong attention to detail, excellent organizational skills, and a client-service mindset. Key Responsibilities
Family Office & Accounting Services
Manage bookkeeping and accounting functions for multiple clients
Process payroll and oversee bill payment activities
Coordinate with external vendors and service providers
Prepare and maintain general ledger entries
Perform bank and account reconciliations
Assist with mortgage applications and insurance placements
Support various client-specific financial projects and initiatives Client Service & Financial Administration
Provide business management and financial concierge services
Serve as a trusted point of contact for client requests and inquiries
Assist clients with a wide range of financial and administrative needs
Support ongoing financial organization and planning efforts
Financial Reporting
Prepare customized client reports
Generate financial statements and spending analyses
Maintain accurate financial records and documentation
Assist with budgeting and cash flow reporting as needed Specialized Projects
Support forensic accounting engagements related to matrimonial and litigation matters
Assist in analyzing financial records and preparing findings
Create presentations and supporting documentation for attorneys and court proceedings
Participate in ad hoc projects for clients and internal teams
Process Improvement & Operations
Develop and maintain written procedures and process documentation
Create client-specific operating manuals and workflows
Identify opportunities to improve efficiency and reduce risk
Provide administrative and operational support to the broader team Qualifications
Required
3+ years of accounting, bookkeeping, tax, or family office experience
Prior experience within a Family Office, Business Management Firm, CPA Firm, or similar environment is required
Strong knowledge of QuickBooks
Proficiency in Microsoft Office Suite
Excellent verbal and written communication skills
Ability to manage multiple priorities in a fast-paced environment
Strong attention to detail and organizational skills
Ability to work independently while contributing to a collaborative team culture
Preferred
Bachelor's degree in Accounting, Finance, or related field
Experience supporting high-net-worth or ultra-high-net-worth clients
Exposure to family office operations and financial administration
Experience with forensic accounting or complex financial reporting
Ideal Candidate The ideal candidate is detail-oriented, highly organized, and passionate about delivering exceptional client service. They thrive in a relationship-driven environment, enjoy solving complex financial challenges, and are looking for a long-term opportunity with a growing and highly respected family office platform Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 13 hours ago
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