Senior Associate, Family Office

Title: Senior Associate, Family Office          

Department: Family Office 

Supervises: N/A

Role Type: Full-time            

Location: New York, NY (Hybrid)

ABOUT THE COMPANY:

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

As a Senior Associate in our Family Office at Anchin, you will play a key role in delivering sophisticated financial, tax, investment, and estate planning support to ultra-high-net-worth individuals and families. You will serve as a trusted resource to clients and internal teams, managing complex financial matters while helping coordinate the comprehensive services offered by the Family Office practice.

This position requires a strong understanding of wealth management, family office operations, taxation, financial reporting, and estate planning concepts. The Senior Associate will have the opportunity to work independently while managing multiple client engagements, collaborating closely with senior leadership, and supporting the development of junior team members to deliver exceptional client service and tailored solutions.

RESPONSIBILITIES:

• Build and maintain strong relationships with clients, serving as a key point of contact for day-to-day financial, administrative, and reporting needs.
• Prepare and analyze financial reports, net worth statements, cash flow analyses, and other customized reporting to provide clients with meaningful insights into their financial position.
• Assist with the coordination and monitoring of investment portfolios, including performance reporting, due diligence support, and implementation of investment-related recommendations.
• Support tax planning and compliance activities by gathering financial information, coordinating with tax professionals, and helping identify planning opportunities.
• Assist with estate planning and wealth transfer initiatives by organizing financial information and coordinating with legal advisors and other professionals.
• Manage client account administration, including account openings, maintenance, documentation, and compliance with regulatory requirements and internal policies.
• Collaborate with external advisors, including attorneys, bankers, investment advisors, and insurance professionals, to help deliver comprehensive Family Office services.
• Research financial, tax, and wealth management topics and stay current on industry trends, regulatory developments, and best practices affecting high-net-worth families.
• Support process improvement initiatives and leverage technology tools to enhance reporting accuracy, operational efficiency, and the overall client experience.

QUALIFICATIONS:

Education:

• Bachelor’s degree in Accounting, Finance, Economics, or a related field. 
• CPA preferred. 

Experience:

• 3+ years of experience in Family Office services, wealth management, public accounting, financial planning, private client services, or a related field.
• Experience working with high-net-worth individuals and families preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and relationship-management abilities.
• Ability to manage multiple priorities while delivering a high level of client service.
• Proficiency in Microsoft Office Suite, particularly Excel, and experience with financial reporting or wealth management software.
• Ability to maintain strict confidentiality and exercise sound professional judgment when handling sensitive client information.

Compensation:

• Competitive annual salary in the range of $85,000 to $125,000 based on the individual’s experience level. 

Anchin provides comprehensive benefits, which you can view here. 

Attributes:

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at [email protected]