Senior Associate, Private Client Services; Family Office

Overview

Senior Associate, Private Client Services (Family Office) at Alvarez & Marsal. Join to apply for the Senior Associate, Private Client Services (Family Office) role at Alvarez & Marsal.

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:
• 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 payable, 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
• Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
• Assist the PCS tax group with providing tax and consulting services to high net worth individuals in the 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 specific client situations
• Create deliverables that are concise, complete and address the elements deemed critical by the client
• Mentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practices
• Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
• Identify opportunities to provide additional services to existing clients by using working knowledge of client businesses
• Build internal relationships with other members of the Federal Tax team and the greater A&M firm
• Value diversity of perspectives and create opportunities for individuals to feel comfortable contributing
• 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 the process of pursuing)
• High level of integrity and respect for the confidential nature of the information our Private Client Services Group is privy to
• Excellent verbal and written communication skills including the ability to articulate complex information clearly and concisely
• Excellent research, writing, and analytical skills
• Experience with all Microsoft Office products (with an emphasis on Excel)
• Strong knowledge and experience in Quick Books
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow in a fast-paced environment
• Detail-oriented and possess strong organizational skills
• Bilingual, a plus

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique,…