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 Staff Associate who has solid accounting & bookkeeping experience for the Tax / Family Office Services division in our or New Haven, CT 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.

Job Description

• Record monthly investment activity from brokers : dividends, interest, purchases and sales of marketable securities and other various investment activities.
• Ability to grasp concepts quickly and demonstrate knowledge of basic technical skills, as well as related knowledge of necessary systems and procedures.
• Assist in performing bookkeeping services for clients, preparing work papers, trial balances, depreciation schedules, entering data for computer applications, and preparing engagement correspondence.
• Completing month-end work, including reconciliation of broker bank accounts and posting cash receipts and disbursements.
• Prepare federal and state individual, trusts and estates, and partnership returns, including exercising professional judgment with respect to issue identification to develop solutions to tax issues in returns.
• Research tax issues and legislation.
• Provide and maintain proper documentation to support tax return calculations.

Minimum Qualifications

• 7 years bookkeeping experience.
• Bachelor’s degree from an accredited university
• Proficient technology skills, including experience with Microsoft Office Suite, QuickBooks online. .
• 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 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 with Bill, Hubdoc, Adapar, Archway is a plus.
• Prior experience in public accounting

For more information about the position, please send an email to with Staff- Tax / Family Office Services in the Subject Line, or use the link to apply directly to the role