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Senior Accountant - Family Office

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

The finance team of an UHNW family office in Menlo Park is seeking a dedicated and highly knowledgeable accountant to join their expanding team. As a Senior Accountant, this individual must demonstrate inherent financial acumen as well as exhibit developed leadership skills that will further strengthen the operational excellence of the department. Day to day functions of this role include but are not limited to, preparation of financial statements, detailed budgeting and forecast analysis, and working with colleagues to ensure the continued advancement of the organization’s fiscal position.

Key Responsibilities:

  • Drive the preparation of internal and external financial statements on a monthly, quarterly, and annual basis, including the preparation of footnotes for multiple entities

  • Perform monthly closing procedures to produce financial statements in a timely manner, in direct accordance with US GAAP standards

  • Create, maintain, and use sophisticated, organized spreadsheets to calculate related journal entries and/or perform analysis

  • Execute in-depth analysis of financial statements, including subjective accounting areas that require strong analytical skills as a basis for reconciling differences and resolving issues

  • Apply strong GAAP and financial statement presentation acumen to identify and propose accounting treatment for standard and nonstandard transactions

  • Respond to, and prioritize, internal and external inquiries to successfully execute quarterly and annual financial statement audits

  • Oversee the development, maintenance, and improvement of the department’s standard operating procedures

  • Lead and support special projects as needed, assist fellow financial directors in system maintenance and implementations


  • 5+ years of accounting experience

  • Bachelor’s degree in accounting, finance, or related field

  • Knowledge of the family office sector/accounting

  • Strong analytical and creative problem-solving skill set

  • Adherence to the utmost professionalism and discretion