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.
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
