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Family Office Accountant Jobs in New York

Morgan Stanley Family Office - Client Management Associate
By Morgan Stanley At New York, NY, United States
Educate Advisors and clients about the MSFO offering, in partnership with management.
Strong organizational and process management skills
Keep track of open client requests and report progress to management.
Create client presentations, marketing, and educational materials.
2-4 years of experience: Financial services and/or consulting background is a plus
Strong PowerPoint skills, with the ability to thoughtfully craft client-facing presentations
Morgan Stanley Family Office - Coo Associate
By Morgan Stanley At , New York, 10036
Minimum of 3 years of experience in consulting, financial services, business management/ strategy, wealth management and/or other related fields
Strong interpersonal and process management skills
Build solid relationships across WM Division and control groups, including the Risk, Legal & Compliance, Operations, Finance teams.
High level of attention to detail, with excellent written and verbal communication skills
Creating and delivering concise and effective presentations to communicate the business strategy across products, segments, and channels.
Be results oriented and quickly turn around high-quality work in a challenging environment
Family Office Analyst Jobs
By Greran Group At New York, NY, United States
Knowledge, Skills & Abilities Required
Salary competitive and commensurate with qualifications and experience.
Exceptional analytical and research skills
Professional written and verbal communication skills
Proficient with Microsoft Office programs, particularly Excel
Strong work ethic with reliable confidentiality
Morgan Stanley Family Office – Analyst
By Morgan Stanley At New York, NY, United States
Prior experience in consulting, wealth management and/or business strategy & management is preferred
Business Metrics & Presentations: Prepare business analysis, including preparing presentation and reporting materials for senior management
Vendor Management: Support competitive analysis and Third Party vendor evaluation, RFP process and onboarding
Support senior managers with the completion of project objectives, including tracking and reporting on progress of ongoing projects
The role requires a self-starter with strong communication and problem-solving skills, and the ability to learn quickly in a fast-paced environment
Strategic thinker with strong interpersonal skills, highly organized and very close attention to detail
Morgan Stanley Family Office - Coo Associate
By Morgan Stanley At New York, NY, United States
Minimum of 3 years of experience in consulting, financial services, business management/ strategy, wealth management and/or other related fields
Strong interpersonal and process management skills
Build solid relationships across WM Division and control groups, including the Risk, Legal & Compliance, Operations, Finance teams.
High level of attention to detail, with excellent written and verbal communication skills
Creating and delivering concise and effective presentations to communicate the business strategy across products, segments, and channels.
Be results oriented and quickly turn around high-quality work in a challenging environment
Head Of Family Office
By Abacus Group, LLC At New York City Metropolitan Area, United States
Strong time management and organizational skills
Research stakeholders’ income tax situation, estate plan, assets, and liabilities
Manage externally prepared tax returns
12+ years of family office accounting or HNW experience
Experience with trusts and estates preferred
High net worth tax experience required
Family Office Supervisor Jobs
By Atlas Search At New York City Metropolitan Area, United States
8-12 years of public/private accounting experience
Excellent verbal and written communication skills
Booking K-1s and preparation or review of work papers
Accounting and Excel savvy – Templates, VLOOKUP’s, Macro, migrating information
Book journey entries including transfer of assets and noncash distribution.
Oversee monthly reporting for the Principal
Svp, Business Development & Relationships - Lazard Family Office Partners
By Lazard At New York, United States
10+ years experience in the wealth management industry including working with Trust and Estate attorneys and accountants
Focus your relationship management expertise to effectively promote our services and expand our client base
Demonstrated success in business building, sales and relationship management
Educate COIs on LFOP’s capabilities
Showcase LFOP’s expertise and value proposition by hosting seminars, events providing educational resources, etc.
Comprehensive knowledge of investments, tax and estate planning services
Senior Accountant (100% Paid Benefits/ 2 Days In Office)
By LHH At New York City Metropolitan Area, United States
3-5 years' experience of full cycle accounting
Experience with system implementation / conversion a plus (NetSuite)
Review general ledger and financial statements for accuracy
Participate in monthly close process, including preparing reconciliations, journal entries, accruals, overhead allocations, etc.
Consolidate subsidiaries and make elimination entries, as well as inter-company billing and allocations.
Prepare audit schedules as needed for external audit, including financial statement and tax audits.
Morgan Stanley Family Office – Office Of Coo, Business Manager / Metrics – Avp
By Morgan Stanley At New York, NY, United States
3-5 years of experience in consulting, financial services, wealth management, and/or business administration
Experience with financial management, data analytics preferred
Ability to multi-task with good organizational and time management capabilities
Strong interpersonal and process management skills
Organized project or business manager with experience in playing a central coordination role
High level of attention to detail, with excellent written and verbal communication / presentation skills
Family Office Seeks Finance Manager
By LHH At New York City Metropolitan Area, United States
Family office seeks Finance Manager
· Closely review all expenses, including personal, taxes, insurance, medical, education, and mortgage payments.
· Manage and review all bank account and credit card activity for family members.
· At least 5 years of experience working at a high level in a Family Office
· Resolve any owner / family inquires, issues, and special requests quickly and accurately
· Direct the accounting and reporting for all personal transactions.
Director Of Finance, Family Office
By Atlantic Group At New York, NY, United States
Management supervision and development of staff (accounting and family office operations), payables, benefits, payroll, etc
Asset Management onboarding once deal has closed
15+ years of relevant experience out of a Private Equity firm or Family office
Public Accounting experience is a must
Coordination of and review all tax filings including individuals and related entities, estimated taxes, capital allocations (tax and GAAP), etc.
Coordination and responsibility for other projects as needed
Administrative Assistant - Family Office Partners
By Lazard Asset Management At New York, United States
Manage and organize domestic and international travel, expenses, heavy calendars, phone calls, etc. for three partners
Help plan and confirm manager and prospective manager meetings
Draft and maintain manager meeting notes
Strong internal and external communication skills
Minimum of 2-3 years of experience, ideally for senior executives
Knowledge of Outlook, Word, Excel, PowerPoint, Salesforce, etc.
Family Office Intern Jobs
By Standard Industries At New York, NY, United States
Candidate must be actively pursuing a Finance or Accounting degree
Proficiency in all Microsoft applications and excellent computer skills expected
Strong communication skills and work ethic
Process invoices and obtain invoice approval in accordance with company signing and delegation policy
Process vendor payments by wire and online bill pay
Setup new vendors and maintain vendor list
Family Office Controller - Fully Remote Opportunity
By Career Group At New York, NY, United States
Calculation, reconciliation of NAV, and full financial reporting package for the family office’s investment holding companies & management company
Maintain schedules detailing partners’ balances in fund and management company entities as well as the family office’s investment holding companies.
Prepare quarterly reports and investment plan review for discussion with senior management
Assist with day-to-day operations, cashflow management, and budgets
Monitor sales and use tax requirements on purchases and sales; track collectible purchases and sales
Manage and track large capital projects
Family Office Associate Jobs
By Silvercrest Asset Management At New York, NY, United States
Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.
Experience with QuickBooks or a willingness to learn
Excellent written and verbal communication skills
Proficiency in Microsoft Office programs, especially Excel
Ability to interact with clients and advisors in a professional manner
A team player with a collaborative mindset

Are you an experienced accountant looking to join a family office? We are looking for a Family Office Accountant to join our team and help manage the financial operations of our clients. You will be responsible for preparing financial statements, analyzing financial data, and providing financial advice to our clients. If you are looking for an exciting and rewarding career in accounting, this is the job for you!

Overview Family Office Accountants are responsible for providing financial services to high net worth individuals and families. They are responsible for managing the financial affairs of the family, including investments, taxes, estate planning, and other financial matters. Detailed Job Description Family Office Accountants are responsible for providing comprehensive financial services to high net worth individuals and families. They are responsible for managing the financial affairs of the family, including investments, taxes, estate planning, and other financial matters. They must be able to analyze financial data and provide advice on financial matters. They must also be able to develop and implement financial plans and strategies. Job Skills Required
• Knowledge of financial planning and investment strategies
• Knowledge of accounting principles and practices
• Knowledge of tax laws and regulations
• Ability to analyze financial data
• Ability to develop and implement financial plans
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize work
Job Qualifications
• Bachelor’s degree in accounting, finance, or a related field
• CPA or CFA certification preferred
• 5+ years of experience in a financial role
• Knowledge of financial planning and investment strategies
• Knowledge of accounting principles and practices
• Knowledge of tax laws and regulations
Job Knowledge
• Knowledge of financial planning and investment strategies
• Knowledge of accounting principles and practices
• Knowledge of tax laws and regulations
• Knowledge of estate planning and trust administration
• Knowledge of financial markets and instruments
Job Experience
• 5+ years of experience in a financial role
• Experience in a family office setting preferred
• Experience with financial planning and investment strategies
• Experience with accounting principles and practices
• Experience with tax laws and regulations
Job Responsibilities
• Analyze financial data and provide advice on financial matters
• Develop and implement financial plans and strategies
• Manage investments and other financial assets
• Prepare and review financial statements
• Prepare and review tax returns
• Monitor and manage cash flow
• Develop and implement estate planning strategies
• Monitor and manage risk management strategies