Private Client Services Associate, Family Office

Alvarez & Marsal; West Palm Beach (FL); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid time off

Sick time

Federal holidays

Parental leave

Job summary

Alvarez & Marsal in West Palm Beach, FL seeks an Associate in our Private Client Services – Family Office group. You will record and memorialize transactions, manage the general ledger, and coordinate monthly closes for high net worth families.

You will prepare financial reports, assist with annual tax packages, and liaise with family members and third-party professionals. The role offers exposure to diverse client work and opportunities for growth within a global advisory firm.

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

Responsibilities

• Record and memorialize transactions as efficiently as possible; act as conduit for family and third-party professionals
• Handle full accounting processes: posting to G/L, maintain ledger, journal entries, monthly close, financial reports
• Manage accounting/bookkeeping for specific families: accounts payables, invoicing and payments
• Reconcile multiple bank accounts and assist with monthly/quarterly financial reports
• Assist in preparation of annual tax package and supporting documents
• Compile and analyze financial information for general ledger accounts and transactions
• Establish and document accounting procedures and controls; coordinate implementation
• Interact with high-net-worth clients
• Support client calls and develop concise deliverables
• Build internal relationships within team
• Attend client calls to understand critical areas and apply technical knowledge
• Create deliverables that address client needs
• Seek to understand diverse perspectives and experiences
• Collaborate with team members on projects

Skills

Communication skills

Excel

Attention to detail

Multitasking

Education

Bachelor's degree in Accounting

Master's in Accounting

CPA

Tools

Excel

Microsoft Office

Job description

Alvarez & Marsal in West Palm Beach, FL seeks an Associate in our Private Client Services – Family Office group. You will record and memorialize transactions, manage the general ledger, and coordinate monthly closes for high net worth families.

You will prepare financial reports, assist with annual tax packages, and liaise with family members and third-party professionals. The role offers exposure to diverse client work and opportunities for growth within a global advisory firm.