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Accounting Associate, Family Office

  • Accounting & Finance
  • Full-time
  • Menlo Park, CA

Palo Alto Staffing provides exceptional supporting talent to the world's most innovative entrepreneurs from founder, through to investor and philanthropist. Connecting the best people to the best companies since 1979.

We are seeking an Accounting Associate to join the finance team of an UHNW, family office. This is an incredible opportunity for an experienced accountant, looking to grow their career in the private sector. The associate will take ownership of bookkeeping responsibilities and provide valuable reports to key stakeholders. Stepping into this role will require collaboration, discretion, and dedication to providing white-glove internal and external service.

Key Responsibilities: 

  • Analyze and prepare confidential financial statements and internal documents

  • Drive and influence critical business decisions based on metrics and data

  • Record high-volume journal entries, ensuring the accurate completion of the ledger

  • Verify the quality of financial statements by identifying and resolving reconciliation variance

  • Administer, process, and validate recurring and miscellaneous accounting entries (journals/payments)

  • Articulate forecasts, findings, and results effectively to department leadership

  • Develop strong working relationships that accurately represent the company culture

  • Collaborate with finance team members to ensure continued financial excellence


  • 3+ years of accounting experience

  • Associate’s or bachelor’s degree in accounting

  • Experience with preferred

  • Information management awareness

  • Strong verbal and written communication