Senior Associate, Private Client Services (Family Office Accounting) Alvarez & Marsal’s Taxand practice has an opportunity to be part of the very fast-growing Private Client Services (PCS) group, providing diverse administrative and day-to-day accounting, financial and administrative support to our High Net Worth clients.
Our ideal candidate will have a diverse accounting background; solid interpersonal skills with an approachable and professional demeanor; excellent verbal and written communication skills; able to handle and respond to multiple clients and department demands; thrives in a fast-paced and dynamic environment and is a team player but is able to work independently.
What will you be doing As a member of the PCS team, you will provide multiple clients with a variety of accounting, support and administrative services including but not limited to the following: Responsible for the full accounting processes, i.e.
timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports Manage the accounting functions for specific families that include; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts, and documenting business transactions Manage and reconcile bank accounts Reconcile various expenses and intercompany accounts Prepare monthly/quarterly financial packages for clients with related work papers Assist in preparation of annual tax package and supporting documents Handle special projects and other administrative tasks as assigned Establish, modify, document, and coordinate implementation of accounting and accounting control procedures Who will you be working with?
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Qualifications: Private Client Service/Family Office/High Net Worth accounting experience strongly preferred Bachelor’s degree in Accounting required Master’s degree in Accounting a plus CPA or CPA candidate 2 years related accounting experience High level of integrity and respect for the confidential nature of the information A “can do” attitude and willingness to go above and beyond is highly desired Strong understanding and ability to interpret and prepare financial statements and financial reports Well organized, strong attention to detail, effective time management Strong knowledge and experience in QuickBooks Strong knowledge of Microsoft Excel, Word, Outlook, PowerPoint Proven record of communicating, both verbally and in writing, in a professional manner Ability to work independently and follow through on assignments with limited direction Strong time and project management skills Bilingual, a plus Diversity & Inclusion A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry.
The collaborative environment and engaging work-guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are the main reasons our people love working at A&M.
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It is the A&M way.
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Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.