Family Office Leader

Marcum LLP offers a great career with exceptional benefits.

There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Marcum Family Office is seeking a Director for our growing and well-established practice. This position is located in Fort Lauderdale. The right candidate should be able to travel 25% of the time to Tampa, West Palm Beach, and Miami. This role requires a high-energy, experienced professional with strong interpersonal skills. Someone who is a quick learner; flexible with exceptional organizational skills, precision and the ability to self-review! 

Responsibilities-

• Manage day-to-day with multiple client accounts, performing various tasks ranging from bookkeeping to lifestyle management
• Manage the team engagements that could include accounts payable processing including wires, ACH payments, and checks related to capital calls/distributions, real estate/household income/disbursements, loan payments, trust distributions, annuity payments, and bank account reconciliations
• Liaise with clients and their advisors, including banking, investment, insurance advisors and legal counsel
• Willingness to accommodate clients’ fluid, demanding needs
• Assist with long-term financial planning for clients, including the preparation of budgets, net worth statements and cash flow statements
• Review and maintain tax records to facilitate tax return preparation for various individual, family partnerships, LLC’s, trusts, and charitable entities
• Oversee and manage current and/or recurring payment calendars
• Manage the administration of payroll for domestic and business employees, including coordination of benefits such as 401(k) and medical
• Maintain accurate documentation in accordance with records retention policies and procedures
• Manage year-end 1099 reporting
• Managing special projects, as needed

Qualifications

• 8-10 years of accounting experience
• CPA Firm or related professional services experience is required.
• Superb communication skills (written and verbal) and interpersonal skills- Able to problem solve and think both creatively and logically.
• Able to handle and respond to multiple client and department demands in a timely manner.
• Able to manage and work well with colleagues in a fast-paced environment with emphasis on accuracy and timeliness.
• Advanced degree from an accredited university, accounting degree is preferred.
• CPA Designation strongly preferred.
• Proficiency with QuickBooks, Adobe, MS Excel and Word. Bill.com and Hubdoc; familiarity with Addepar and Archway is preferred.
• Highly organized, detail oriented and proactive-
• This is not a remote position.

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Marcum LLP is an Equal Opportunity Employer

Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.