Senior Accountant

Senior Accountant About the Role: Our client, a reputable family office based in San Francisco, is seeking a detail-oriented and highly motivated Senior Accountant to join their close-knit team. This role offers the opportunity to work in a dynamic environment managing a diverse portfolio of investments, trusts, and entities while supporting the family’s long-term financial goals.Key Responsibilities:Prepare and analyze financial statements for multiple entities, including investment partnerships, trusts, and operating businessesManage month-end and year-end close processes, ensuring accuracy and timelinessHandle general ledger maintenance, journal entries, and reconciliationsSupport tax preparation and coordinate with external CPA firms and advisorsTrack investments, capital calls, distributions, and related accounting entriesAssist with budgeting, cash flow forecasting, and financial planning reportsIdentify process improvements and enhance reporting efficienciesCollaborate with the family office team to support special projects and financial requestsQualifications:Bachelor’s degree in Accounting, Finance, or related field.4+ years of accounting experience, ideally within a family office, investment firm, or public accountingStrong understanding of GAAP and financial reporting principlesHigh attention to detail, integrity, and discretion when handling confidential informationProficiency with Excel and accounting software (QuickBooks, Sage Intacct, or similar)Why You’ll Love This Role:Collaborative, family-oriented environment with a strong sense of purposeCompetitive compensation and comprehensive benefits packageExposure to complex investment structures and long-term wealth strategiesOpportunity to work directly with leadership and make a meaningful impact#GHJSS #LI-SL1