Senior Accountant - Palo Alto, CA

The Family Office Services department is seeking a Senior Accountant to join their team. The role requires a strong understanding of accounting and comfort in conversing with high-net-worth clients. The ideal candidate will be a self-starter with strong intellectual curiosity and flexibility to navigate a fast-paced environment.

Requirements

• Preparing and reviewing client balance sheets, cash flow statements, and other financial reports.
• Reconcile and analyze bank/brokerage accounts and private equity and hedge fund capital statements.
• Stepping up as engagement manager on a selection of jobs, working directly with partners, clients, and client advisors.

Benefits

• Paid-Time Off (PTO)
• Paid Holidays
• Flexible Spending Accounts (FSA): General, Dependent Care, and Limited Purpose FSAs.
• Health Savings Account (HSA)
• Traditional 401(k) with Employer Match
• Roth 401(k) with Employer Match
• Voluntary Life Insurance, Accident Insurance, and Critical Illness Insurance
• Employee Assistance Program (EAP)
• Commuter Benefit
• Wellness Portal
• Tuition Reimbursement Program
• Firm Provided Group Life Insurance and AD&D
• Firm Provided Short-Term and Long-Term Disability Insurance