Staff - Tax/Family Office Services - Marcum Search

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 seeking an experienced Staff Associate who has solid accounting & bookkeeping experience for the Tax/Family Office Services division in our or New Haven, 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, depreciation schedules, entering data for computer applications, and preparing engagement correspondence.
• Completing month-end work, including reconciliation of broker bank accounts and posting cash receipts and disbursements.
• Prepare federal and state individual, trusts and estates, and partnership returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns.
• Research tax issues and legislation.
• Provide and maintain proper documentation to support tax return calculations.

Minimum Qualifications

• 7+ years bookkeeping experience.
• Bachelor’s degree from an accredited university
• Proficient technology skills, including experience with Microsoft Office Suite, QuickBooks online. .
• Superb communication skills (written and verbal) and interpersonal skills.
• Ability to work alone or as part of a team in a fast-paced environment with an emphasis on accuracy and timeliness.
• Ability to problem solve and think both creatively and logically.
• Polished, professional image with an ease to liaise with clients.
• Must display a high sense of integrity, ethics and values.
• Possess superior organizational skills

Preferred Qualifications

• Bachelor's Degree concentration in finance or accounting is a plus
• CPA and or other advanced degrees or certifications preferred
• Prior experience with Bill.com, Hubdoc, Adapar, Archway is a plus.
• Prior experience in public accounting

For more information about the position, please send an email to rachel.pellegrine@marcumllp.com with Staff- Tax/Family Office Services in the Subject Line, or use the link to apply directly to the role

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.