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Senior Associate, PCS - Family Office - US Region

Location: New Delhi, India
Date Posted: Nov 2, 2023

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What is Private Client Services Practice?

Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.

We’re currently growing one of our Federal Tax specialty areas, our Private Client Services (PCS) practice. PCS works with private companies, their owners, and other domestic and international high net worth individuals, serving as their advisor, advocate, teammate and partner. We are dedicated to helping our clients achieve their long-term goals by delivering highly personalized solutions that suit their unique needs. Due to our tremendous growth, we're seeking a senior associate to join our team. Considering the pace of targeted growth, we are keen to find people who are entrepreneurial, driven by a passion to drive significant growth (people who can think in multiples of growth rather than percentages), are comfortable with ambiguity, will roll up the sleeves and be hands on to get things done and can be independent requiring limited cover.

The role will be based in Delhi NCR. However, the person should be open to travel asand when needed. Willing and ability to travel abroad (US)

As a Senior Associate within Private Client Services you will:

Provide multiple clients with a variety of accounting, support and administrative services including but not limited to the following:

  • Responsible for the full accounting processes, i.e. timely posting of all financial transactions to G/L, maintain the general ledger, generate & post all journal entries, coordinate monthly close, and prepare financial reports
  • Manage the accounting functions for specific families that include; accounts payables, ensuring accurate, authorized invoices and payments are processed in a timely manner
  • Compile and analyze financial information to prepare entries to accounts, such as
  •   general ledger accounts, and documenting business transactions
  •   Manage and reconcile bank accounts
  •   Reconcile various expenses and intercompany accounts
  •   Prepare monthly/quarterly financial packages for clients with related work papers
  •   Assist in preparation of annual tax package and supporting documents
  •   Handle special projects and other administrative tasks as assigned
  • Establish, modify, document, and coordinate implementation of accounting andaccounting control procedures
  • Develop trusted relationships with and collaborate with clients to compile project information and resolve issues
  • Assist the PCS tax group with providing tax and consulting services to high net worth individuals in the areas of individual income tax, wealth transfer and succession planning, and international tax
  • Attend client calls to understand critical areas of importance and apply tax technical knowledge to specific client situations
  • Create deliverables that are concise, complete and address the elements deemed critical by the client
  • Mentor Associates when they are supporting the same projects by delegatingappropriate tasks, ensuring they complete tasks efficiently and sharing best practices
  • Build client relationships and demonstrate a working knowledge of client businesses; with opportunity to assume additional responsibility quickly
  • Identify opportunities to provide additional services to existing clients by using working knowledge of client businesses
  • Build internal relationships with other members of the Federal Tax team and the greater A&M firm
  • Value diversity of perspectives and creates opportunities for individuals to feel comfortable contributing
  • Assist with business development, including add-on work by creating business development resources and proposal materials

Qualifications/ Ideal Experience

  • Bachelor’s degree in accounting; Masters in Accounting a plus
  • 3-6 years of relevant experience, Private Client Service/Family Office/High Net Worth
  • accounting experience strongly preferred
  • CPA (or in the process of pursuing)
  • High level of integrity and respect for the confidential nature of the information our
  • Private Client Services Group is privy to
  • Excellent verbal and written communication skills including the ability to articulate
  • complex information clearly and concisely
  • Excellent research, writing, and analytical skills
  • Experience with all Microsoft Office products (with an emphasis on Excel)
  • Strong knowledge and experience in QuickBooks
  • Ability to simultaneously work on several projects and effectively manage deadlines
  • High motivation to learn and grow in a fast paced environment
  • Detail-oriented and possess strong organizational skills
  • Bilingual, a plus

Diversity & Inclusion

A&M’s entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

Voluntary Inclusion

It is Alvarez & Marsal’s practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, gender identity, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor or any other characteristics in accordance with all applicable laws and regulations.

Unsolicited Resumes from Third-Party Recruiters

Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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