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.

We're hiring for a PCS - Family Office Senior for our East Hanover office. Responsibilities include and are not limited to the following:

• Perform general bookkeeping for individuals, trusts, investment entities, family partnerships, operating companies and foundations
• Prepare monthly and quarterly financial statements including client reporting packages and ad-hoc reports. Familiarity with both cash basis and accrual basis financial reporting
• Record and reconcile investment and brokerage activity, including booking dividends, interest, and gains
• Has basic knowledge of alternative investment accounting and ability to record contributions, distributions, etc.
• Ability to reconcile/record capital statement activity
• Preparation of bill pay and maintenance of related documentation. Interaction with vendors and client staff as necessary. Ability to research and resolve issues or discrepancies with client's accounts, bill pay, or invoices
• Complete monthly bank and credit card reconciliations for various accounts in a timely manner.
• Collection and organization of client's year-end tax and supporting documentation (1099s, K-1's etc.)
• Provide quality client service while maintaining the highest level of confidentiality
• Supervise, train and mentor staff

#LI-AM2

Minimum Qualifications

• Bachelor's degree in Accounting or a related field
• 3+ years' of relevant work and industry experience
• Strong attention to detail, organizational and communication skills
• Able to work independently and also work well with others
• Able to multi-task and prioritize deliverables to meet competing deadlines

Preferred Qualifications

• CPA License or on track to obtain
• 1+ years' of supervisory experience in related field
• Software Experience - CCH ProSystem, Microsoft Office 365 and QuickBooks

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.