Apply on Employer Site

Alvarez & Marsal · 2 weeks ago

Senior Associate, Private Client Services (Family Office)

New York, NY

Full-time

Onsite

Mid, Senior Level

$85K/yr - $105K/yr

2+ years exp

Alvarez & Marsal (A&M) is a global consulting firm focused on delivering personalized solutions for high-net-worth individuals and families through their Private Client Services practice. The Senior Associate role involves providing accounting and administrative services, managing financial transactions, and collaborating with clients to meet their needs while ensuring compliance with tax regulations.

ConsultingProfessional Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Provide multiple clients with a variety of accounting, support 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 functions for specific families that include; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner

Compile and analyze financial information to prepare entries to accounts, such as general ledger accounts, and documenting business transactions

Manage and reconcile bank accounts

Reconcile various expenses and intercompany accounts

Prepare monthly/quarterly financial packages for clients with related work papers

Assist in preparation of annual tax package and supporting documents

Handle special projects and other administrative tasks as assigned

Establish, modify, document, and coordinate implementation of accounting and accounting control procedures

Develop trusted relationships with and collaborate with clients to compile project information and resolve issues

Assist the PCS tax group with providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax

Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations

Create deliverables that are concise, complete and address the elements deemed critical by the client

Mentor Associates when they are supporting the same projects by delegating appropriate tasks, ensuring they complete tasks efficiently and sharing best practices

Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly

Identify opportunities to provide additional services to existing clients by using working knowledge of client businesses

Build internal relationships with other members of the Federal Tax team and the greater A&M firm

Value diversity of perspectives and creates opportunities for individuals to feel comfortable contributing

Assist with business development, including add-on work by creating business development resources and proposal materials

Qualification

AccountingCPAQuickBooksTax complianceFinancial analysisBilingualResearch skillsAnalytical skillsCommunication skillsOrganizational skills

Required

Bachelor's degree in Accounting; Masters in Accounting a plus

2-4 years of relevant experience, Private Client Service/Family Office/High Net Worth accounting experience strongly preferred

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)

Strong knowledge and experience in QuickBooks

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

Preferred

Bilingual, a plus

Benefits

Healthcare plans

Flexible spending and savings accounts

Life

AD&D

Disability coverages

401(k) retirement savings plan

Paid time off including vacation

Personal days

Seventy-two (72) hours of sick time

Ten federal holidays

One floating holiday

Parental leave

Company

Alvarez & Marsal

Glassdoor4.1

Alvarez & Marsal provides advisory services related to turnaround management and performance improvement.

Founded in 2003

New York, New York, USA

10001+ employees

http://www.alvarezandmarsal.com/

H1B Sponsorship

Alvarez & Marsal has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)

2023 (3)

2022 (2)