Accountant - Family Office
robert halfMenlo Park, CA
Accountant - Family Office
L5
robert halfMenlo Park, CAyesterday
Occupations
Accountants and AuditorsBookkeeping, Accounting, and Auditing ClerksFinancial Specialists, All OtherIndustries
Portfolio Management and Investment AdvicePrivate HouseholdsTrust, Fiduciary, and Custody ActivitiesJennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A private family office in the Peninsula is looking for an experienced Family Office Accountant to join its growing team. This is a unique opportunity to step into a hands-on role supporting a multigenerational family with a significant and diversified investment portfolio. The family office is in the process of creating a more formal and streamlined infrastructure, so this person will have the opportunity to help build and improve processes rather than simply inherit an established accounting function.
What You'll Do:
- Oversee day-to-day family office accounting, including bill payment, general ledger activity, reconciliations, and financial reporting
- Partner on the development and ongoing management of the annual family office budget
- Coordinate with tax professionals, estate planning advisors, investment professionals, banks, and other external partners
- Maintain accurate financial information and identify gaps, inconsistencies, or missing data
- Help establish and improve accounting processes, controls, reporting, and documentation
- Support various financial and administrative needs across the family office
- Take ownership of special projects and other initiatives as the family office continues to evolve
- Serve as a trusted resource to the family and its external advisors, bringing organization and follow-through to a wide range of responsibilities
Apply now
Level
SeniorL5
Location
Menlo Park, CA
Occupation
Accountants and Auditors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
To get sharper similar jobs, create your profile using the link below.