Family Office Accountant

Description

Jennifer 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.

This is an ideal opportunity for someone who enjoys wearing multiple hats, working closely with principals and outside advisors, and taking ownership of projects from start to finish.

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

Requirements

• 5+ years of Family Office accounting experience

• Strong foundation in general accounting, financial reporting, and financial operations

• Experience working directly with a family, principal, or high-net-worth individual/family is highly preferred

• Comfortable coordinating with outside CPAs, attorneys, investment professionals, banking partners, and other advisors

• Strong attention to detail with the ability to understand the bigger picture

• Comfortable working in an environment where priorities can shift and responsibilities may evolve

The Personality Fit Matters

This role is best suited for someone who is entrepreneurial, proactive, and highly self-directed. You should be someone who:

• Naturally asks, “How can I figure this out?” rather than waiting for instructions

• Takes ownership and follows projects through to completion

• Can operate independently and make thoughtful decisions

• Looks for opportunities to improve processes and expand their impact

• Is comfortable building structure where it doesn't yet exist

• Knows when to ask questions and welcomes feedback

• Thinks ahead and anticipates what will be needed next

• Enjoys being a trusted partner rather than simply completing a list of assigned tasks

Jennifer 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.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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