Family Office Senior Analyst

Ascend Partner Firms•New York, NY

5h•Hybrid

About The Position

Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model, backed by private equity from people-focused Alpine Investors. Ascend is building a modern platform for regional accounting firms that enables them to stay independent while accessing the resources of a large CPA firm to help them grow. Ascend provides access to growth capital, robust talent acquisition, best-of-breed technology, a catalytic leadership system, shared back-office services, and modernized equity incentives. Founded in January 2023, the company attained revenues sufficient to qualify it as a Top 100 U.S. accounting firm within six months of operation. LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance, emphasizing its staff and creating a positive work environment that offers flexibility and growth. LMC seeks a Senior Analyst in its Family Office Division to drive excellence and accuracy to support the company in achieving its growth ambitions. LMC Advisors is an integrated and comprehensive financial and tax advisory company, primarily focused on servicing entrepreneurial business and their owners, priding itself on providing white glove service to clients.

Requirements

Bachelor’s Degree
Strong communication & organizational skills
Ability to research issues independently and timely to resolve client issues.

Nice To Haves

Experience with QuickBooks and Microsoft Excel preferred

Responsibilities

Responsible for the execution of client engagements, providing white glove service to all clients
General accounting and business management
Oversee bookkeeping, payroll, bill paying and wire transfers for family office clients
Assist with ad hoc special finance projects
Work with client on budgeting, spending and investment monitoring
Assist in preparation of all aspects of client financial reporting in alignment with deliverables package including P&Ls, cashflow reports and projects
Communicate status of engagements to departments involved in providing additional services to client