Family Office Senior Accountant

San Carlos, CA

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Type: Direct-Hire

Category: Finance and Accounting

Salary: 130000.00

Reference ID: 540694

Start Date: 07/20/2022


Title: Family Office Senior Accountant

Salary: $110K - $113K

Location: San Carlos, California

Job ID: 540694



Family Office Sr. Accountant

About the Firm

A single-family office in San Carlos. We provide accounting services as well as concierge services.


-Utilize QuickBooks accounting software to:

- enter accounting transactions

- ensure transactions are recorded correctly

- maintain accounting records/data

- create, review, and analyze monthly financial statements (for 35+ legal entities)

- Maintain and review supporting schedules to financial statements

- charitable contributions

- political contributions

- stock holdings

- option holdings

- partnership investments

- performance analyses

- fixed assets and depreciation

? Review expenses

? Perform banking functions

- pay and review bill payments

- wire transfers

- bank reconciliation

? Review work of Accountants

? Create schedules and filings as necessary

? Research accounting issues/tax issues

? Assist with tax compliance – K-1 reconciliations and recording

? Assist with annual budgets and projections

? Perform other research as necessary

? Assist in various projects related to the operations of the family

? Perform operational administrative tasks (send out correspondence, scanning, filing, etc)


? Knowledge of Microsoft Excel, Word, Outlook and QuickBooks

? Bachelor’s degree required (Accounting or Finance)

? Previous experience with a family office or public accounting (tax) is highly preferred

? Relies on extensive experience and judgment to plan and accomplish goals

? Four to six years of experience in the field or in a related area

? Detail oriented and willing to do administrative tasks

? Able to communicate effectively (written and oral), good organization skills, ensures

accuracy of work performed

? Ability to multi-task


Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.


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