Senior Accountant

Senior Accountant – Ultra High-Net-Worth Family Office

Location: San Francisco Peninsula (Onsite)

About the Company

Join a financially stable and rapidly growing family office that provides comprehensive financial management for ultra-high-net-worth principals. Our client fosters a culture of transparency, professional development, and collaboration. They take pride in offering employees opportunities for growth while maintaining a dynamic and agile work environment.

About the Role

Our client is seeking a highly skilled Senior Accountant to support their Assistant Controller in overseeing the financial operations of our principals. This role requires an individual who thrives in a fast-paced environment, can seamlessly manage multiple responsibilities, and possesses a strong background in accounting—ideally within a family office setting or with exposure to trust accounting.

This position is 100% onsite in their office on the San Francisco Peninsula.

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.

Ideal Candidate Qualifications

• 7 years of accounting experience, preferably within a family office or with trust accounting exposure.
• 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; CPA or advanced degree preferred.

Why Join Us?

• 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.

If you are a highly motivated accounting professional with a background in family office or trust accounting, we would love to hear from you.