Bookkeeper/Paraprofessional - Family Office Servic - Marcum Search

Marcum LLP is seeking an experienced paraprofessional who has solid accounting & bookkeeping experience for the Family Office Services division in our Hartford, CT office. Knowledge of fiduciary accounting a plus. This position requires a high-energy, experienced professional with strong interpersonal skills.

Our growing practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing work/life balance and offer extremely competitive salary and benefit packages.

Job Description

• Record monthly investment activity from brokers: dividends, interest, purchases and sales of marketable securities and other various investment activities.
• Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures.
• Assist in performing bookkeeping services for clients, preparing work papers, trial balances, financial statements, and preparing engagement correspondence.
• Gathering data for tax return preparation and maintaining client tax files.
• Completing month-end work, including reconciliation of broker bank accounts and posting cash receipts and disbursements.
• Prepare checks for payment of federal, state and local tax estimates, prepare quarterly annual financial statements, and review general ledger detail to ensure completion of information for preparation of year-end returns
• Preparing annual Forms 1099

Qualifications

• Minimal requirements include completion of an Associate Degree, or working towards a Bachelor’s degree in Accounting, that includes a significant concentration of accounting courses.
• 2+ years of experience in public accounting, corporate or private business.
• Strong understanding of accounting and bookkeeping services.
• Proficient knowledge of Microsoft Office and Excel.
• Ability to problem-solve and think both creatively and logically
• A demonstrated ability to self-direct and effectively organize, prioritize and manage multiple engagements under tight deadlines
• Outstanding interpersonal skills fostering client relationships
• Excellent analytical, organizational, and written and verbal communication skills
• Effective listening skills
• Ability to meet deadlines with accuracy
• Prior experience with Archway is a plus.
• This is not a remote position. There is a requirement to be able to work in the office minimally three days per week.

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 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.

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