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Company Contact Info

  • Menlo Park, CA 94025
  • Recruiter
  • Phone: 415-434-4012
  • Phone:: 415-434-0905

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Hybrid Tax and Accounting Role - Family Office

Robert Half Finance & Accounting U.S • Menlo Park, CA

Posted 5 days ago

Job Snapshot

Accounting - Finance, Banking - Financial Services
Accounting, Finance


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Job Description

Ref ID: 00412-9500505818

Classification: Accountant - Sr.

Compensation: DOE

Prestigious private investment firm is looking for their next Senior Accountant to manage relationships with its family office clientele. The investment firm's family office division manages money for some of the most prominent and wealthy families in the world. The Senior Accountant will work within the Accounting team to provide tax, accounting and financial reporting for the firm's family office clientele. This a great opportunity to build out and define the accounting process flow and improve upon existing practice. Working directly with portfolio management, client services and operations teams the Senior Accountant will: -Oversee annual income tax filings for family office clientele -Oversee management company accounting for corporate entity -Manage the disbursement of client's investment and trust income, reconciling of client's investment accounts and managing fund transfers. -Manage cash flow forecasting for client's portfolio of investments, charitable contributions and personal expenses. -Manage the creation and distribution of GAAP compliant financial statements for client's portfolio of investments. -Manage reporting for client's asset allocation strategies for entirety of investment portfolio, providing value-added insight into exposure, implied risk and liquidity concerns. This is a great opportunity to manage and grow a team of 8 accountants and to build out and put your stamp on the structure of the accounting department within this private investment firm. If you are interested in applying please contact [Click Here to Email Your Resumé]

Job Requirements

-Bachelors in Accounting -3+ years of tax experience in public accounting, ideally focused on high net worth clientele.

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company once again was named first in our industry on Fortune® magazine's list of "World's Most Admired Companies." (March 1, 2017), and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 844.539.2523 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

© 2017 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

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Job ID: 00412-9500505818
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Menlo Park, CA