Meet the Company:
Our client, an ultra high-net worth family office that is seeing tremendous growth, is seeking a Senior Accountant to join their team. This is a great opportunity for someone with a strong accounting background who enjoys variety and a dynamic, fast-paced environment. This organization prides themselves on their culture of transparency, collaboration, and professional development.
This role is fully on-site on the Peninsula (Burlingame).
About the Role and Your Impact:
The Senior Accountant will provide support in overseeing the financial operations of the firm's principals.
Key Responsibilities
- Prepare and analyze comprehensive financial reporting packages for the family office.
- Manage and track personal and business expenses for the principals.
- Reconcile cash accounts and investment portfolios, ensuring accuracy in financial records.
- Perform financial data analysis to support strategic decision-making.
- Assist in the conversion and implementation of a new accounting software package.
- Prepare tax supporting documentation and coordinate with the internal and external tax teams.
- Support ad hoc financial projects as needed to meet the evolving needs of the family office.
What you'll bring:
- 5+ years of accounting experience, preferably within a family office setting
- Strong understanding of financial reporting, reconciliations, and investment accounting.
- Experience managing complex financial data and cash flows for ultra-high-net-worth individuals.
- Proficiency in accounting software and ability to adapt to new systems during software conversion.
- High level of discretion and professionalism when handling confidential financial matters.
- Ability to work independently, take initiative, and wear multiple hats in a dynamic environment.
- Strong analytical and problem-solving skills with a keen attention to detail.
- Bachelor's degree in Accounting, Finance, or related field required; CPA or advanced degree preferred.
Why Join?
- Be part of a rapidly growing and financially stable organization.
- Work in an agile, high-performance environment where you can make an impact.
- Gain exposure to complex investment and trust accounting.
- Transparent culture that values employee growth and development.
- Competitive compensation and a rewarding work environment.