Full-Time Accountant at Family Office: $90-100K+ and Benefits

Apply Now

Overview:

This position presents a great opportunity for an individual with audit, tax, or general accounting experience of 2+ years to join a growing family office in the Bay area. The role will provide exposure to both traditional and alternative investment vehicles and will play a crucial part in building, streamlining, and maintaining the financial infrastructure of each entity and the wider organization.

Duties will include but are not limited to: 

  • Reviewing and processing invoices and payment requests for and between entities for property maintenance, investments, loans, capital calls, taxes, insurance, etc.

 

  • Creating and monitoring budgets for maintenance and improvement projects across all properties

 

  • Monthly, quarterly and annual reporting across all entities. Will involve review of alternative investments, and in depth analysis through online reporting tools

 

  • Maintaining Quickbooks Online files for approximately 20+ entities, including complex accounting for investments, updates to chart of accounts, and monthly reconciliations of bank accounts and credit cards

 

  • Coordinating review of and processing payroll for hourly employees in ADP, performing regular reconciliations with Quickbooks and filings with tax authorities

 

  • Assisting Controller to build and update comprehensive balance sheet for all individuals, trusts, and entities

 

  • Working closely with Controller and outside representatives to meet all required due dates for federal, state and other legal and financial requirements

 

  • Working closely with Controller to build office infrastructure – internal controls, policies, procedures, and best practices

 

The ideal candidate for this role will exhibit: 

  • Above-average attention to detail and adherence to the highest standards of quality, accuracy, and organization

 

  • The ability to efficiently manage and meet deadlines without sacrificing precision

 

  • Strong and consistent follow-through on delegated tasks

 

  • The capacity to independently manage his/her time and priorities within established structures and procedures

 

  • A thoughtful, collaborative, and proactive approach to problem-solving and risk management

 

  • Analytical, critical thought and a propensity for research and fact-checking when faced with a new challenge or question

 

  • Superior judgement and the ability to exercise a high level of discretion

 

  • Genuine enthusiasm to learn about the unique structures & operations of the Family Office, gain expertise, hone a strong technical skill-set, and actively grow in the role over time

 

Requirements: 

  • Bachelor’s degree

 

  • CPA is preferred, but not required

 

  • Family Office experience is preferred, but not required

 

Compensation:

  • $90-100K+ gross annual salary (based on experience and qualifications)

 

  • Health insurance coverage (including dental)

 

  • Paid vacation days and holidays

 

  • Discretionary annual bonus and raise (performance evaluation required)

 

Please read the job description carefully and kindly apply with your cover letter, resume, references (email address and phone number), letter(s) of recommendation and professional photo if you feel that you meet all of the requirements. We look forward to hearing from you!

Fill Out an Application

Please fill out the form below and we’ll be in touch shortly.

  • ATTACHMENTS

    We require cover letter, resume, references (email addresses, phone numbers required) and letter(s) of recommendation attachments in order to be considered for a position.
  • Allowed file types are: pdf, doc, docx, pages. Max file size is 10MB.
    Accepted file types: pdf, doc, docx, pages.
  • Allowed file types are: pdf, doc, docx, pages. Max file size is 10MB.
    Accepted file types: pdf, doc, docx, pages.
  • Allowed file types are: pdf, doc, docx, pages. Max file size is 10MB.
    Accepted file types: pdf, doc, docx, pages.
  • Allowed file types are: pdf, doc, docx, pages. Max file size is 10MB.
    Drop files here or
    Accepted file types: pdf, doc, docx, pages.
  • Allowed file types are: jpg, jpeg, png, pdf. Max file size is 10MB.
    Accepted file types: jpg, jpeg, png, pdf.

Connecting the right people.

Louer® is a private staffing agency servicing family offices, residences, yachts and planes. Our team specializes in a custom approach to ensure a long term good fit.