Senior Associate, Private Client Services; Family Office

Senior Associate, Private Client Services (Family Office)

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Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who 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 why our people love working at A&M.

We’re currently growing Our Private Client Services (PCS) practice in West Palm Beach, FL and Miami, FL, which focuses on family office services and tax compliance and tax advisory services. The PCS team works with high-net-worth individuals and families and their private companies, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs.

Due to our tremendous growth, we're seeking an Associate to join our team.

As a Senior Associate within Private Client Services you will:

• Provide multiple clients with a variety of accounting, support and administrative services including but not limited to the following:
  • Full accounting processes: timely posting of financial transactions to the general ledger, maintain the general ledger, generate and post journal entries, coordinate monthly close, and prepare financial reports
  • Manage accounting functions for specific families, including accounts payable and processing invoices and payments
  • Compile and analyze financial information and document business transactions
  • Manage and reconcile bank accounts
  • Reconcile 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
• Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
• Assist the PCS tax group with tax and consulting services to high net worth individuals in areas of individual income tax, wealth transfer and succession planning, and international tax
• Attend client calls to understand critical areas of importance and apply tax technical knowledge to client situations
• Create deliverables that are concise, complete and address client-critical elements
• Mentor Associates supporting the same projects, delegating tasks, ensuring timely completion and sharing best practices
• Build client relationships and demonstrate working knowledge of client businesses; opportunities to take on additional responsibilities quickly
• Identify opportunities to provide additional services to existing clients by leveraging knowledge of client businesses
• Build internal relationships with other Federal Tax team members and the broader A&M firm
• Value diversity of perspectives and create an inclusive environment
• Assist with business development, including add-on work by creating business development resources and proposal materials

• Bachelor’s degree in Accounting;
  Masters in Accounting a plus
• 2-4 years of relevant experience;
  Private Client Service/Family Office/High Net Worth accounting experience strongly preferred
• CPA (or in process of pursuing)
• High integrity and respect for the confidential nature of information
• Excellent verbal and written communication skills
• Excellent research, writing, and analytical skills
• Experience with Microsoft Office, especially Excel
• Strong knowledge and experience with Quick Books
• Ability to manage multiple projects and deadlines
• High motivation to learn and grow in a fast-paced environment
• Detail-oriented with strong organizational skills
• Bilingual, a plus