Family Office Associate
Kforce
Responsibilities Kforce'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 model Responsibilities Kforce'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: #J-18808-Ljbffr
$119k - $161k
...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...Work at office$295k - $310k
...Family Law OverviewThe global Family Law team has been independently rated as a market leader in Tier 1 categories of Chambers and Partners... ...elements.The RoleThis role will sit in our New York office.Candidates should have a minimum of 7 to 9 years of experience practicing...Work at officeContract workLocal area$100k - $125k
...Company Overview A dedicated multi-family office focused on healthcare investments is seeking a Family Office Associate. This role will support clients with comprehensive financial analysis and strategic decision-making. Company Overview A dedicated multi-family office...Work at officeTemporary workLanding Point
New York, NY1 day ago- ...& Drogin LLP in New York City seeks a matrimonial associate to play a key role in its Matrimonial & Family Law Practice. The ideal candidate has 3-12 years of... ...required. We offer a hybrid work schedule with in-office Tuesdays, Wednesdays, and Thursdays and remote Mondays...Work at officeRemote workMonday to Friday
- About the role A multi-family office serving high-net-worth individuals and families is hiring a Multi-Family Office Associate. This is an entry-level role — ideal for a recent college graduate eager to learn and grow in wealth management — supporting operational functions...Work at office
$130k
...relationship building inside and outside of the office. We care about each other, our clients,... ...impact. What we do: Our Matrimonial & Family Law Practice guides clients through all... ...exceptional opportunity for a matrimonial associate to become a key part of our Matrimonial &...Work at officeRemote workMonday to FridayFlexible hours- ...KPMG is currently seeking a Tax Senior Associate to join our Accounting Methods and Credit... ...college/university Proficient in Microsoft Office applications including Word, Excel and... ...make the best decisions for yourself, your family, and your lifestyle. Available benefits...Work at officeFull timeLocal area
KPMG
New York, NYa month ago $70k - $115k
...Position Overview The Family Office Resources (FOR) Analyst supports the execution and continued development of strategic initiatives across the FOR Field Engagement, Philanthropy Platform, Family Governance, and Wealth Education. Working closely with FOR leadership...Work at officeFull timeTemporary work$90k - $140k
...corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion of our... ...experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of...Work at officeTemporary workWorldwide$260k - $420k
...grow and reach their full potential.The New York office of Ashurst Perkins Coie US LLP is seeking a mid-level associate to join its expanding Global Loans/Global... ...and parental leave, up to ten paid Holidays, and family care benefits. More information regarding benefits...Work at officeFull time- ...Premier criminal defense, immigration, and family law firm is looking to immediately add a Divorce and Family Law Associate Attorney to our team of legal professionals.... ...looking to grow within our practice. Our main office is located near City Hall in downtown Manhattan...Work at officeImmediate start
$310k - $390k
...for all. Our unique international culture is reflected in the drawing together of a worldwide family of individuals from diverse cultures and backgrounds in all of our offices. We encourage the best people - regardless of race, religion or belief if any, gender, gender...Work at officeHourly payPart timeLocal areaWorldwide- ...estate portfolio.About The RoleThe Senior Associate - Credit, CRE plays a key role in the... ...committee approval and closing. This is an in-office role based.What You'll DoLead credit risk... ...Insperity) — employees can add their family to their plan if neededDental & Vision bundleInsperity...Work at office
$225k
...governments, and individuals from more than 1,200 offices in 43 countries.In Investment Management... ...Management Inc. is seeking an Associate, Acquisition in New York, New York to evaluate... ...to support our employees and their families at every point along their work-life...Work at officeTemporary workWorldwide$70k - $140k
...groups, including Morgan Stanley branch office staff, service desks, WM Operations, Retirement... ..., and Qualifications:3-5 years at the Associate level / 5-7 years at the AVP level of... ...to support our employees and their families at every point along their work-life journey...Work at officeTemporary work- ...and administrative (Finance / HR); contact center; middle office (claims, mortgages, case management) process... ...package to enable holistic well-being for you and your family.WHAT YOU'LL DOAs an Associate focused on Service Operations, you will join a client service...Work at officeApprenticeshipEasy work
- .... KPMG is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations... ...limited partner investment and finance officers on the valuation of debt and equity... ...make the best decisions for yourself, your family, and your lifestyle. Available benefits...Work at officeFull timeH1bLocal area
KPMG
New York, NY1 day ago $85k - $120k
...flexibility to work from home or in the office, so you can thrive in your ideal environment... ...Analytics Services team. As a Senior Associate, you will be the bridge between our industry... .... Where you live impacts you and your family. Not knowing if your compensation will change...Work at officeLocal areaRemote workWork from home3 days per week- ...and in writing, in English and the local office language(s)Willingness to travel, over 5... ...holistic well-being for you and your family.WHAT YOU'LL DOYou will operate as part of... ...implementation. Within these engagements we ensure associates are exposed to multiple areas of the...Work at officeApprenticeshipLocal areaEasy work
- ...communication skills, both verbal and written, in English and local office language(s), with the ability to adjust your style to... ...package to enable holistic well-being for you and your family.WHAT YOU'LL DOAs an Associate, you will join a client service team and take ownership...Work at officeApprenticeshipWork experience placementLocal areaImmediate startEasy work
- ...communication skills, both verbal and written, in English and local office language(s), with the ability to adjust your style to... ...package to enable holistic well-being for you and your family.WHAT YOU'LL DOAs an associate, you will join a client service team and take ownership...Work at officeApprenticeshipWork experience placementLocal areaImmediate startEasy work
- ...communication skills, both verbal and written, in English and local office language(s), with the ability to adjust your style to... ...package to enable holistic well-being for you and your family.WHAT YOU'LL DOAs an associate, you will join a client service team and take ownership...Work at officeApprenticeshipWork experience placementLocal areaImmediate startEasy work
- ...days per week New York Life is seeking an Associate / Senior Associate to support the... ...within the Business Development team in the Office of the Chief Investment Officer. This role... ...financial security and peace of mind to families across all communities. Click here to...Work at officeLocal area
$102k - $175k
...role is located in New York or Lake Mary Florida (4days in the office per week).In this role, you’ll make an impact in the following ways... ..., including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment...Work at officeTemporary workWorldwideFlexible hours- ...for as a firm.KPMG is currently seeking an Associate to join our Tax practice.Responsibilities... ...demonstrated proficiency in Microsoft Office Suite and the ability to quickly learn and... ...make the best decisions for yourself, your family, and your lifestyle. Available benefits...Work at officeWork experience placementLocal area
- ...capabilities. This hybrid position is based in New York City with an in-office presence of three days per week.What You’ll Do:Lead the... ...promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York...Work at officeLocal area3 days per week
$96.88k - $127.15k
Hi, we're Oscar. We're hiring an Associate, Risk / Compliance to join our Compliance team.Oscar... ...—one that behaves like a doctor in the family.About the role:The Associate, Risk /... ...This position is based in our New York City office, requiring a hybrid work schedule with 3...Work at officeFull timeFlexible hours$120k - $145k
...Alternative Credit's flagship Pathfinder family of funds have been pledged to be donated... ...detail-oriented team player to join as an Associate or Senior Associate on the Alternative Credit... ...Credit”) Team in the New York or Atlanta office, focused on Asset Management.Primary...Work at officeFull timeTemporary workWork experience placementFlexible hours- ...capabilities. This hybrid position is based in New York City with an in-office presence of three days per week.The Product Marketer will... ...promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York...Work at officeLocal area3 days per week
$140k - $160k
...exceptional to grow with us. As Senior Associate, FP&A, you will be at the center of how... ...making experiences safer and easier. Our offices are bright and energetic with an open concept... ...comprehensive healthcare plans, family-building benefits (fertility and adoption...Work at officeCasual workFlexible hours
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