Associate, Private Client Services – Family Office

Alvarez & Marsal; Dallas (TX); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal is seeking an Associate in the Family Office team within Private Client Services. You will handle comprehensive accounting and financial reporting for high net worth clients, maintain ledgers, reconcile bank accounts, and prepare tax-related work papers.

The role emphasizes accuracy, confidentiality, and strong client interaction. The position offers exposure to multi-family office services, close collaboration with senior professionals, and a path toward CPA certification.

Qualifications

• Bachelor's degree in Accounting required.
• 1-3 years of private client service/family office experience a plus.
• CPA or pursuing CPA.
• High integrity and respect for confidentiality of private client information.
• Excellent written and verbal communication skills.
• Strong research, writing, and analytical abilities.
• Proficient with Microsoft Office, especially Excel.
• Ability to manage multiple projects and meet deadlines.

Responsibilities

• Record and memorialize transactions; act as conduit for family and third-party professionals.
• Handle full accounting processes: posting to G/L, general ledger maintenance, journal entries, monthly close, financial reporting.
• Manage accounts payable and reconcile bank accounts for multiple families.
• Prepare monthly/quarterly financial reports and supporting work papers.
• Assist in annual tax package preparation and related documents.
• Prepare and analyze financial information for entries to accounts and GL documentation.
• Establish and document accounting procedures and controls; interact with high-net-worth clients.
• Participate in client calls and develop concise, complete deliverables; collaborate with team.

Skills

Verbal and written communication

Research and analysis

Integrity and confidentiality

Education

Bachelor's degree in Accounting

Master's in Accounting a plus

Tools

Microsoft Office

Excel

Job description

Description

Associate, Private Client Services – Family Office

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action- and results-oriented professionals. We take a hands-on approach to solving our clients' problems and helping them reach their potential. A&M is different by design: we give people ownership and impact from day one, fuel development through real opportunity, and provide direct access to leaders who invest in our growth. Our culture celebrates independent thinkers and doers who positively impact clients and shape our industry. Guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, our collaborative, globally minded environment is why our people love working at A&M.

The Team

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.

How you will contribute

As an Associate in the Family Office group within Private Client Services you will:

• Record and memorialize transactions as efficiently and effectively as possible. Act as the conduit for the family and other third-party professionals for the family.
• Responsible for providing multiple clients with a variety of accounting 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/bookkeeping functions for specific families that includes: accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
  • Manage and reconcile numerous bank accounts
  • Assist with the preparation of monthly/quarterly financial reports with related work papers
  • Assist in preparation of annual tax package and supporting documents
  • Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts and documenting business transactions
  • Establish, modify, document, and coordinate implementation of accounting and accounting control procedures
  • Have direct contact with the high-net-worth clients
  • Handle special projects and any other duties as needed
• Attend client calls to understand critical areas of importance and apply technical knowledge to specific client situations
• Assist with creating deliverables that are concise, complete and address the elements deemed critical by the client
• Seek out opportunities to understand others' experiences, perspectives and differences
• Build internal relationships with other members of the team

Qualifications:

• Bachelor's degree in Accounting; Masters in Accounting a plus
• 1-3 years of relevant experience, Private Client Service/Family Office experience, a plus
• 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)
• 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

Your journey at A&M

At A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.

The salary range is $80,000 - $90,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.