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Staff Accountant - Family Office
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What they do
An Accountant organizes and maintains financial records and prepares financial statements for companies and organizations. Works as a public accountant (prepares financial documents where public disclosure is required by law, such as business balance sheets and tax returns), management accountant (prepares financial information for internal use by a company) or government accountant (maintains records for government agencies).
$82,056 / year median in California
-25% projected decline
Job Description
Staff Accountant - Family Office at Robert Half Staff Accountant - Family Office at Robert Half in Fairfax, California Posted in about 14 hours ago.
Type:
full-time Please email Ren at ren.friedman@roberthalf.com with your updated resume to be considered for the opportunity below. Our client is a well-established family office is seeking a motivated, detail oriented, and driven individual to join its team.
Key Responsibilities:
Own day-to-day accounting activities for a portfolio of entities, including LLCs, partnerships, trusts, investment-related entities, and other family office structures. Manage invoice processing and vendor payments from receipt through approval and payment, ensuring transactions are properly coded and supported. Coordinate recurring payment activity and maintain accurate vendor documentation and payment records. Review and reconcile credit card and other expense activity, ensuring transactions are appropriately classified and supported by documentation. Prepare journal entries and assist with intercompany activity, reimbursements, accruals, and other general ledger transactions. Perform monthly account reconciliations and investigate and resolve discrepancies in a timely manner. Support the monthly and quarterly close process and assist with the preparation of financial and management reporting. Monitor cash activity across entities, including receipts, disbursements, bank balances, and short-term liquidity needs. Assist with expense and financial reporting for principals and related entities while maintaining a high degree of discretion and confidentiality. Work closely with the Controller, principals, external accountants, tax professionals, investment advisors, and other service providers to resolve accounting and reporting matters. Provide financial information and supporting schedules for tax filings, audits, reporting requests, and other external requirements. Help identify opportunities to streamline accounting workflows, strengthen controls, and improve the use of technology and automation. Assist with accounting system enhancements, process documentation, and other finance-related projects as the family office continues to grow.
Qualifications:
3+ years of AP Accounts Payable experience; can be from various backgrounds but need someone who's detail oriented, organized, tech savvy Huge plus - if they come from another family office or a financial services firm Huge plus - Ramp experience, implementing this system right now Professionalism, dependability, integrity and trustworthiness with confidential info Motivated self-starter, Deadline Orientated, Multi-task, Organized and excellent attention to detail Please email Ren at ren.friedman@roberthalf.com with your updated resume to be considered for the opportunity.