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Family Office Services - Senior Accountant

Company: Frank, Rimerman + Co. LLP
Location: Palo Alto
Posted on: June 6, 2021

Job Description:

Our Family Office Services department handles the daily financial needs for several of our high net worth clients. We perform and manage individual and entity bookkeeping and accounting including bill payment, cash flow budgeting and management, bank account and credit card reconciliations. We provide monthly/quarterly reporting and manage all their documents and records. In addition, we assist with coordinating investment assets, managing capital calls and distributions.We are looking for a career-minded and resourceful professional to join us as a Family Office Senior Accountant. The right person will be a critical thinker who's a strong team player with passion and relentless focus on serving clients and meeting their needs. The role requires a strong understanding and fluency with accounting and comfort in conversing and responding to high net worth clients with confidence. It is essential that you are a self-starter with strong intellectual curiosity and flexibility to navigate our fast paced environment. If you have family office or accounting experience, this is a great opportunity to join a high end accounting practice in a dynamic and challenging role.Pending the status of Covid-19, this position will likelybe remote to start. Once our offices are fully reopened, this role resides in either our San Francisco or Palo Alto office.Preparing and reviewing client balance sheets, cash flow statements and other financial reports. Thoroughly understanding and being able to analyze, discuss and explain financial reports.Supervising and training associates and assistants in the preparation of client deliverables and client service needs.Monitor and advise on cash flow needs, including transfers and inter-company issues.Reconcile and analyze bank/brokerage accounts as well as private equity and hedge fund capital statements.Bill paying and payroll processing.Taking an active role in department initiatives to increase their success, including process implementations, department trainings, the intern program, and special initiatives indicated by the Department’s annual plan.Demonstrate strong time management skills and the ability to meet recurring client and statutory deadlines.Effectively reviewing the work of associates and assistants. Your efforts should increase the quality of each client deliverable and make subsequent reviews notably more efficient.Stepping up as engagement manager on a selection of jobs, working directly with partners, clients and client advisors, as requested.Bachelor's degree in AccountingCPA certification is preferred or progress toward a CPAMinimum required: Coursework completed for CPA eligibility in California and a few exams passed3-5 years of accounting experience in a professional or business environment. Family office services or similar, individual client service experience is preferred.Investment tracking and performance measurement experience would be a plusPayroll experience would be a plusAdvanced MS Excel skillsQuickbooks Online and/or Sage Intacct experience would be a plusExcellent communication skills and client service skillsExperienced working with a high sense of urgency in a fast-paced environmentApplicants must be authorized to work in the United States. This position is not eligible for sponsorship and we do not sponsor applicants for work visas. It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.IND123

Keywords: Frank, Rimerman + Co. LLP, Palo Alto , Family Office Services - Senior Accountant, Other , Palo Alto, California

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