What are the responsibilities and job description for the Family Office Junior Analyst position at LMC?
About Ascend
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. 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 so that firms can surmount today’s industry challenges and reach their full potential. 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. For more information, visit ascendtogether.com.
About LMC
Who we are:
LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients are one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth.
LMC Family Office offers a comprehensive solution to individuals and their families to formulate an outsourced accounting, financial planning and administrative structure based on key performance indicators. We are currently hiring a Junior Analyst to support the day to day operations within a client group.
What You’ll Do
Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.
The annual base salary range for this role is $65,000-85,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
Ascend empowers entrepreneurial CPAs to reach their goals with an innovative growth model that brings their firms into the new age. 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 so that firms can surmount today’s industry challenges and reach their full potential. 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. For more information, visit ascendtogether.com.
About LMC
Who we are:
LMC was founded in 2010 on the principle of delivering out-of-the-box, trusted, expert guidance. Great clients are one aspect, but it is our even greater staff that sets us apart. For us, it’s about creating a positive work environment that offers flexibility and growth.
LMC Family Office offers a comprehensive solution to individuals and their families to formulate an outsourced accounting, financial planning and administrative structure based on key performance indicators. We are currently hiring a Junior Analyst to support the day to day operations within a client group.
What You’ll Do
- Support senior team members in executing client engagements and delivering white-glove service
- Maintain and reconcile QuickBooks files across multiple client entities
- Assist with preparation of financial reports, including P&Ls, cash flow statements, and ad hoc analysis
- Track and process investment activity and capital calls
- Help maintain up-to-date records on banking, entity ownership, and vendor relationships
- Coordinate with other service providers (e.g., tax, legal, insurance)
- Support internal process improvements and documentation
- Handle administrative and operational tasks to keep client matters running smoothly
- Bachelor’s Degree in Accounting, Finance, Business, or a related field (or in-progress/near completion)
- 1–2 years of experience in an accounting or finance support role preferred
- Proficiency in QuickBooks (Online and/or Desktop) is required
- Strong organizational skills with attention to detail
- Ability to manage multiple priorities and meet deadlines
- Comfortable working with Excel and Google Workspace
- Eager to learn and grow in a family office setting
Working at LMC provides unlimited growth potential along with a competitive compensation and benefits package. We also offer flexible hours & remote or hybrid options to accommodate a work-life balance.
The annual base salary range for this role is $65,000-85,000. This range includes the anticipated low and high end of LMC’s salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.
Salary : $115,000 - $140,000
