Elite Family Office Tax Specialist

Jobot; New York (NY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision coverage

Flexible hybrid work schedule in New |

Job summary

Jobot is seeking a Family Office Tax Associate in New York, NY for a permanent, full-time role with a flexible hybrid work schedule. The position offers a base salary of $90,000–$120,000 per year, strong bonus potential, and comprehensive benefits.

You will support high-net-worth clients with accounting, bookkeeping, and family office services, gaining exposure to tax, wealth management, and financial administration.

Qualifications

• 3+ years of accounting, bookkeeping, tax, or family office experience
• Strong knowledge of QuickBooks
• Excellent verbal and written communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail and organizational skills

Responsibilities

• 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
• 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
• Prepare customized client reports
• Generate financial statements and spending analyses
• Maintain accurate financial records and documentation
• Assist with budgeting and cash flow reporting
• Support forensic accounting engagements related to matrimonial and litigation matters
• Create presentations and supporting documentation for attorneys and court proceedings
• Develop written procedures and process documentation
• Create client-specific operating manuals and workflows

Skills

Accounting experience

Communication skills

Attention to detail

Education

Bachelor's degree in Accounting

Tools

QuickBooks

Microsoft Office

Job description

Jobot is seeking a Family Office Tax Associate in New York, NY for a permanent, full-time role with a flexible hybrid work schedule. The position offers a base salary of $90,000–$120,000 per year, strong bonus potential, and comprehensive benefits.

You will support high-net-worth clients with accounting, bookkeeping, and family office services, gaining exposure to tax, wealth management, and financial administration.