Job Description
Law Firm Seeking Junior and Senior Family Office Associates - Competitive Salary and Benefits Package Offered
Introduction: The TAG Family Office Professionals, a top workplace recognized by Inquirer, is seeking driven and experienced professionals to handle technological efficiencies for family office tax, bill pay, investment reporting, and administrative functions. We are dedicated to providing superior client experiences and driving value, retention, and growth for our clients. Join our team and be a part of a dynamic and growing family office firm.
Position Overview: We are currently seeking professionals with 2-8 years of experience to handle family office functions and technological efficiencies for high net worth family offices. The role will involve managing books, records, cash management, investment reporting and analysis, household function management, and other duties as mentioned above.
Qualifications and Requirements: In order to be considered for this position, candidates must meet the following qualifications and requirements: - Bachelor's degree in accounting from an accredited college or university - 2-8 years of experience in a similar role - CPA, EA, JD, paraprofessional or paralegal credentialing is helpful - Experience in financial reporting, general ledger, and back office operations - Familiarity with bill.com and Black Diamond Software is preferred - Proficiency in Microsoft Office Suite, specifically Excel and Word, is required - Minimum of 2 years of individual and either partnership or corporate tax experience - Consultative or business advisory experience as part of a multi-disciplinary team - Excellent interpersonal skills and a desire to work in a team-oriented environment - Strong advisory, compliance, verbal, and written communication skills - Resourceful, self-starter with superior attention to detail and ability to multitask in a fast-paced environment - Excellent organizational skills, with the ability to meet project deadlines and focus on details - Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
Responsibilities: - Handle technological efficiencies for family office tax, bill pay, investment reporting, and administrative functions - Ensure seamless coordination between processes to meet family office goals and objectives - Implement a unified, best in class data-driven approach to ultra-high net worth family offices - Manage books, records, cash management, investment reporting and analysis, and household function management - Other duties as assigned
Career Growth Opportunity: This position offers a unique opportunity for career growth and development. As part of a dynamic and growing family office firm, there are opportunities to advance and take on more responsibilities as your skills and experience grow.
Benefits: We offer a competitive salary and comprehensive benefits package including medical, dental, 401(k) with firm match, pension, generous PTO, and many others. We believe in investing in our employees and providing them with the resources they need to succeed and grow.
How to Apply: If you are a driven, high-energy self-starter, we invite you to apply for this opportunity. You can apply online or send your resume and cover letter to **MEMBERS ONLY**SIGN UP NOW***. We look forward to hearing from you!
Equal Employment Opportunity: We are an equal opportunity employer and value diversity at our firm. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to creating a welcoming and inclusive work environment for all employees.
Join a Top Workplace and Grow Your Career with TAG Family Office Professionals!
