Michael Page

Family Office Analyst- Investment Management- NYC

Michael Page New York, United States

  • Excellent Company Culture|Growth Opportunity


About Our Client

My client is a well-known investment firm based in NYC. They are a smaller, more collaborative team who goes into the office 4 days per week.

Job Description

Key Responsibilities:

  • High net worth tax compliance
  • Tax reporting
  • Estate planning
  • Charitable giving

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • 2-4 years of relevant experience within the space
  • Bachelor's or Master's in Accounting required
  • CPA preferred, not required
  • Strong and effective communicator

What's on Offer

  • Competitive Base Salary / Bonus
  • Health/Vision/Dental insurance
  • Generous PTO and paid holidays
  • Excellent Benefits
  • 401k
  • Hybrid Flexibility -4x/week in office


Contact: Kristin McDermott

Quote job ref: JN-062024-6445447
  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Banking, Financial Services, and Accounting

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