Associate, Private Client Services - Family Office
Core
Provide accounting, bookkeeping, and administrative services to high-net-worth individuals and families within the Private Client Services practice.
Role type
Associate, Private Client Services (Family Office)
Builds
Financial reports, tax packages, and accounting records for private families.
Domain
Professional Services / Family Office
Deliverable
dashboards & analysis
Required skills
General ledger management, accounts payable processing, bank reconciliation, financial reporting, tax document preparation, accounting control procedures, Microsoft Excel
Preferred skills
CPA certification, bilingualism, 1-3 years of Private Client Service/Family Office experience
Technologies
Microsoft Office (Excel)
Responsibilities
Record and memorialize transactions; manage full accounting processes including timely posting of financial transactions and monthly close; manage accounts payable and reconcile bank accounts; assist with preparation of monthly/quarterly financial reports and annual tax packages; establish and coordinate accounting control procedures; attend client calls to understand critical areas of importance.
Seniority
Junior, hands-on IC