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Family Office Tax Associate

Jobot

New York, NY

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JOB DETAILS
SALARY
$90,000–$120,000 Per Year
SKILLS
Accounting, Administrative Skills, Bookkeeping, Career Development, Certified Public Accountant (CPA), Communication Skills, Community Support, Customer Relations, Customer Support/Service, Detail Oriented, Documentation, Entrepreneurship, Finance, Financial Administration, Financial Analysis, Financial Planning, Financial Reporting, Financial Services, Forensic Accounting, General Ledger Accounting, High Net Worth, Insurance, Intuit Quickbooks, Investment Management, Legal, Litigation, Mortgage, Multitasking, Operational Improvement, Operational Support, Organizational Skills, Payroll Administration, Presentation/Verbal Skills, Process Improvement, Reconciliation, Risk Management, Tax Accounting, Team Player, Wealth Management, Writing Skills
LOCATION
New York, NY
POSTED
3 days ago
Join a Premier Multi-Family Office with Exceptional Growth, Strong Bonus Potential & Flexible Hybrid Work

This Jobot Job is hosted by: Mark C. Johnson
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $90,000 - $120,000 per year

A bit about us:

Our client is a nationally recognized wealth management and family office firm that provides integrated financial advisory, tax, accounting, investment management, and family office services to high-net-worth and ultra-high-net-worth individuals, families, executives, entrepreneurs, and business owners.

With a client-first culture and a reputation for excellence, the firm delivers customized solutions designed to simplify complex financial lives. Team members enjoy a collaborative environment, direct client interaction, and meaningful opportunities to expand their expertise across multiple disciplines.

Why join us?

Competitive Compensation & Rewards
Base salary of $90,000 - $110,000
Strong performance-based bonus potential
401(k) with company match
Comprehensive health, dental, and vision coverage beginning on day one

Work-Life Flexibility
Flexible hybrid work schedule in New York City
Generous PTO program
Paid parental leave
Commuter benefits

Career Development
Exposure to sophisticated family office and UHNW clientele
Financial assistance for advanced education and professional certifications
Opportunity to work alongside experienced professionals across tax, accounting, wealth management, and family office disciplines
Clear opportunities for long-term career growth

Culture & Impact
Collaborative, team-oriented environment
Direct client interaction and relationship-building opportunities
Firm-supported community involvement and volunteer initiatives
High-performance culture focused on excellence and client service

Job Details

The Family Office Tax Associate will support a diverse portfolio of high-net-worth and ultra-high-net-worth clients by providing accounting, bookkeeping, financial administration, and family office support services. This role offers broad exposure to complex financial matters and requires strong attention to detail, excellent organizational skills, and a client-service mindset.

Key Responsibilities
Family Office & Accounting Services
Manage bookkeeping and accounting functions for multiple clients
Process payroll and oversee bill payment activities
Coordinate with external vendors and service providers
Prepare and maintain general ledger entries
Perform bank and account reconciliations
Assist with mortgage applications and insurance placements
Support various client-specific financial projects and initiatives

Client Service & Financial Administration
Provide business management and financial concierge services
Serve as a trusted point of contact for client requests and inquiries
Assist clients with a wide range of financial and administrative needs
Support ongoing financial organization and planning efforts
Financial Reporting
Prepare customized client reports
Generate financial statements and spending analyses
Maintain accurate financial records and documentation
Assist with budgeting and cash flow reporting as needed

Specialized Projects
Support forensic accounting engagements related to matrimonial and litigation matters
Assist in analyzing financial records and preparing findings
Create presentations and supporting documentation for attorneys and court proceedings
Participate in ad hoc projects for clients and internal teams
Process Improvement & Operations
Develop and maintain written procedures and process documentation
Create client-specific operating manuals and workflows
Identify opportunities to improve efficiency and reduce risk
Provide administrative and operational support to the broader team

Qualifications
Required
3+ years of accounting, bookkeeping, tax, or family office experience
Prior experience within a Family Office, Business Management Firm, CPA Firm, or similar environment is required
Strong knowledge of QuickBooks
Proficiency in Microsoft Office Suite
Excellent verbal and written communication skills
Ability to manage multiple priorities in a fast-paced environment
Strong attention to detail and organizational skills
Ability to work independently while contributing to a collaborative team culture
Preferred
Bachelor's degree in Accounting, Finance, or related field
Experience supporting high-net-worth or ultra-high-net-worth clients
Exposure to family office operations and financial administration
Experience with forensic accounting or complex financial reporting
Ideal Candidate

The ideal candidate is detail-oriented, highly organized, and passionate about delivering exceptional client service. They thrive in a relationship-driven environment, enjoy solving complex financial challenges, and are looking for a long-term opportunity with a growing and highly respected family office platform

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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About the Company

J

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com