Marcum Looking for Family Office Services Bookkeeper – West Palm Beach at West Palm Beach, FL  Full Time

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 professional who has solid accounting and bookkeeping experience for the Family Office Services division in our West Palm Beach 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.

Responsibilities

• Day-to-day management of numerous clients
• Prepare payments including wires, ACH payments, and checks.
• Write-ups of accounting from client banking activity
• Liaise with clients and their advisors, including banking, investment, and insurance advisors.
• Flexibility in schedule (able to work nights and weekends when necessary)
• Assist with long-term financial planning for clients.
• Review and maintain tax records to facilitate preparation of tax returns for various individual, family partnerships, LLC’s, trusts and charitable entities.
• Oversee and manage the calendar of current and/or recurring payments.
• Administration of monthly payroll, including 401(k) and bi-weekly payroll
• Extended hours may be needed at times throughout the year to meet our client responsibilities

Minimum Qualifications

• 7+ years bookkeeping experience.
• Bachelor’s degree from an accredited university
• Proficient technology skills, including experience with Microsoft Office Suite, QuickBooks, Bill.com and Hubdoc.
• 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 be able to work in the West Palm Beach office five days per week.
• 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 in public accounting

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.

Marcum LLP is an Equal Opportunity Employer

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