Family Office Finance & Reporting Associate

Mariner; Scottsdale (AZ); On-site; USD 60,000 - 75,000; Full time

Job summary

Mariner is seeking an Associate, Family Office to support accurate and timely financial administration and reporting for family office clients in Scottsdale, AZ. You will manage day-to-day accounting activities and contribute to statements, cash flow forecasts, budgets, and liquidity reports that inform planning and decision‑making.

You will collaborate with client advisors and accountants to organize financial information, support tax preparation, and deliver reliable reporting across

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• 1–3 years of accounting, finance, bookkeeping, family office services, wealth management, or related professional services experience.
• Proficiency with Microsoft Office, including intermediate Excel skills.
• Basic understanding of financial statements, accounting principles, and financial recordkeeping.

Responsibilities

• Process accounts payable, review invoices, issue payments, maintain vendor records, and reconcile bank accounts.
• Prepare monthly financial statements and maintain accurate records of transactions and account activity.
• Support accounts receivable functions, including invoicing, collections, credit card allocations, and intercompany transactions.
• Assist with monthly, quarterly, and annual personal financial statements and provide advisors with financial reports and supporting documentation.
• Coordinate with accountants to gather information for tax planning and tax return preparation.
• Assist with cash flow forecasting, budgeting, and liquidity reporting for client financial planning.
• Maintain organized client records, entity documentation, and reporting calendars for timely delivery.
• Support trust administration, entity management, and family office projects.

Skills

Attention to detail

Organization

Analytical thinking

Team collaboration

Confidentiality

Education

Bachelor’s degree in Accounting, Finance, Business Administration, or related field

Tools

Microsoft Office

Excel

Job description

Mariner is seeking an Associate, Family Office to support accurate and timely financial administration and reporting for family office clients in Scottsdale, AZ. You will manage day-to-day accounting activities and contribute to statements, cash flow forecasts, budgets, and liquidity reports that inform planning and decision‑making.

You will collaborate with client advisors and accountants to organize financial information, support tax preparation, and deliver reliable reporting across