Senior Associate, Private Client Services (Family Office Accounting)

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?

We are not a typical firm.

We are a group of entrepreneurial, action-oriented, and results-oriented professionals who take a hands-on approach to solving our clients’ problems and helping them reach their potential.

We are nimble, resourceful, and proactive but adapt quickly when changes are needed.

We present you with opportunities, not a playbook, and we reward you based on your achievements, not your tenure.

How will you grow and be supported?

As a demonstration of A&M’s strong commitment to its people, we offer benefits to support your career, personal and professional development.

Click to learn about our commitment to your well-being.

A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities.

Learn more about why A&M is a great place to work.

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.

Inclusive Diversity means we embrace diversity and we foster inclusiveness.

It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors.

It is the A&M way.

Voluntary Inclusion It is Alvarez & Marsal’s policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening.

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.

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