Role details

Family Office Advisor

Boston   •  Permanent

Bullet points

  • Leading private equity firm expanding family office practice with an advisor
  • 5 yrs of experience in a family office or wealth management firm w/ a tax focus

About Our Client

Our client is a leading private investment firm with over 30 years in the industry. With over $10 billion in aggregate capital commitments and over 100 investments in companies across industries, this firm is a leader in the market.

Job Description

The responsibilities of the Family Office Advisor include but are not limited to:

  • Prepare quarterly financial reporting packages for the clients including the preparation of net worth statements, cash flow projections, investment performance reporting, capital commitment schedules, charitable giving schedules and family gifting schedules
  • Prepare quarterly income tax projections, including the calculation of estimated tax payments and overall tax planning for clients including their family entities
  • Collect and maintain client data from various sources including working closely with the Family Office Accounting and Reporting Coordinator to collect the clients' financial information in the practice's accounting, investment management and reporting system
  • Assist clients with real estate transactions including coordination of loans and mortgages

The Successful Applicant

The ideal candidate will posses the following characteristics:

  • Prior experience in a public accounting firm, family office or financial planning firm with a focus on individual taxation. A CPA, CFP, JD, MST or related designation is required
  • Knowledge of general ledger accounting. Prior experience with Archway ATWeb a plus.
  • Ability to manage ad hoc projects with minimal supervision and quick turnaround
  • Strong written and verbal communication skills
  • 5 yrs of experience with a CPA, CFP, JD, MST or related designation is required

What's on Offer

  • Competitive base salary + bonus potential
  • Small team environment with ability to add immediate value and gain a lot of exposure across the firm

Apply for this job

Click the Apply or LinkedIn button below or contact Rob Bourdon quoting job reference 1205928
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