Accounting Manager
📋 Role Overview & Responsibilities
Our Family Office client serves multiple generations of the family and their affiliated entities/trusts. The team is looking for someone who can roll up their sleeves across a variety of tasks and domains, is an excellent team player with strong interpersonal skills, and is highly resourceful and flexible. Other qualities that are key to success in this role include adaptability, strong initiative and follow-through, and a service mindset.
This position will report directly to the CFO, and requires 4 days / week in San Francisco.
ResponsibilitiesFull GL accounting, bank reconciliations, financial portfolio transactions, and account reconciliations between multiple entities including trusts, partnerships, individuals, corporations, and private foundationsDraft monthly, quarterly, and annual financial reporting packages for review by the CFO Hands-on involvement with the annual tax process and preparation of the tax reporting packages sent to outside CPAsAssist with the annual audit of the private foundationWork with CFO to maintain and strengthen internal controls and document policies and proceduresManage ad-hoc special projects (estate planning, historical clean-up, property basis, software comparisons, and more)
RequirementsBachelor's degree in accounting, finance, or related fields7+ years of relevant and applicable work experience' Family Office Experience is a must haveTax experience/exposure in a family office preferredRespect and adhere to the family’s desire for confidentiality
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This position is located in San Francisco, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
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