Family Office Tax Associate

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 on

Generous PTO program

Paid parental leave

Commuter benefits

Job summary

The Family Office Tax Associate at Jobot will support a diverse UHNW client base with accounting, bookkeeping, financial administration, and family office services. The role demands meticulous attention to detail, strong organizational skills, and a client-service mindset in a collaborative, high-expectation environment.

Based in New York with a flexible hybrid schedule, this position offers growth across tax, accounting, wealth management, and family-office disciplines, plus competitive

Qualifications

• 3+ years of accounting, bookkeeping, tax, or family office experience.
• Experience in a Family Office, Business Management Firm, CPA Firm, or similar environment.
• Strong knowledge of QuickBooks and 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.

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.
• Prepare customized client reports and financial statements.
• Maintain accurate financial records and documentation.
• Assist with budgeting and cash flow reporting as needed.
• Support forensic accounting engagements and prepare findings.
• Create presentations and supporting documentation for attorneys and court proceedings.
• Develop written procedures and process documentation.

Job description

Join a Premier Multi-Family Office with Exceptional Growth, Strong Bonus Potential & Flexible Hybrid Work

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.

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.

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