Senior Accountant - Palo Alto - FORTH Recruiting

    FORTH Recruiting
    FORTH Recruiting Palo Alto

    1 week ago

    Description

    About the job Senior Accountant - Palo Alto, CA
    The Role
    The Family Office Services department handles the daily financial needs of several of the firm's high-net-worth clients. They perform and manage individual and entity bookkeeping and accounting, including bill payment, cash flow budgeting and management, and bank account and credit card reconciliations. They provide monthly/quarterly reporting and manage all their documents and records. In addition, The Family Office Services department assists with coordinating investment assets and managing capital calls and distributions.
    The client is looking for a career-minded and resourceful professional to join them as a Family Office Senior Accountant. The right person will be a critical thinker who's a strong team player with passion and relentless focus on serving clients and meeting their needs. The role requires a strong understanding and fluency with accounting and comfort in conversing and responding to high-net-worth clients confidently. It is essential that you are a self-starter with strong intellectual curiosity and flexibility to navigate our fast-paced environment. If you have a family office or accounting experience, this is a great opportunity to join a high-end accounting practice in a dynamic and challenging role.
    Core Responsibilities

    • 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.
    • Taking an active role in department initiatives to increase their success, including process implementations, department training, the intern program, and special initiatives indicated by the Department's annual plan.
    • Stepping up as engagement manager on a selection of jobs, working directly with partners, clients, and client advisors, as requested.
    Education and Qualifications
    • Bachelor's degree in Accounting.
    • CPA certification is preferred, coursework completed for CPA eligibility in California, and a few exams passed optional.
    • Must be authorized to work in the United States.
    • Must be able to pass a background test.
    Essential Functions
    • Thorough understanding and being able to analyze, discuss and explain financial reports.
    • Supervising and training associates and assistants in preparing client deliverables and service needs.
    • Monitor and advise on cash flow needs, including transfers and inter-company issues.
    • Bill paying and payroll processing.
    • Effectively reviewing the work of associates and assistants. Efforts should increase the quality of each client deliverable and make subsequent reviews notably more efficient.
    Experience
    • 3-5 years of accounting experience in a professional or business environment.
    • Family office services or similar individual client service experience is preferred.
    • Investment tracking and performance measurement experience a plus.
    • Experienced working with a high sense of urgency in a fast-paced environment.
    • Payroll experience a plus.
    Knowledge, Skills and Abilities
    • Advanced Microsoft Office (Excel) skills.
    • Demonstrate strong time management skills and the ability to meet recurring client and statutory deadlines.
    • QuickBooks Online and/or Sage Intacct experience is a plus.
    • Excellent communication skills and client service skills.
    Working Conditions
    • Under the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
    Health
    • Employees can choose from various health insurance options, including PPO and HMO plans.
    • Vision and Dental Plans.
    • Firm Provided Group Life Insurance and AD&D.
    • Firm Provided Short-Term and Long-Term Disability Insurance.
    • Wellness Portal.
    Happiness
    • Commuter Benefit.
    Beyond
    • Tuition Reimbursement Program.
    • Employee Assistance Program (EAP).
    • Community Involvement: The firm participates in various community service events each year.
    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.

  • Senior Accountant

    1 month ago

    Only for registered members Palo Alto, CA

    We are seeking a part-time Senior Accountant to support accurate financial reporting and ensure compliance with public company requirements. · Bachelor s degree in accounting or finance (CPA preferred) · 5 8+ years of progressive accounting experience, including public company ex ...

  • Senior Accountant

    1 week ago

    Only for registered members Palo Alto, CA

    The Senior Accountant will contribute to the general ledger team of a publicly traded multinational company. This position will contribute to core close and reporting activities, collaborate cross-functionally, and support process improvements that enable the team to scale effici ...

  • Senior Accountant

    9 hours ago

    Only for registered members Palo Alto, CA

    We are seeking a meticulous and experienced Senior Revenue Accountant to join our finance team in Palo Alto. · Meticulous and experienced Senior Revenue Accountant required for finance team in Palo Alto. · Specialize in revenue recognition and management, ensuring compliance with ...

  • Senior Accountant

    4 weeks ago

    Only for registered members Palo Alto

    We are hiring a Senior Accountant in Silicon Valley for our client to support audit, financial reporting and accounting advisory functions. · ...

  • Senior Accountant

    1 month ago

    Only for registered members Palo Alto

    We are seeking a part-time Senior Accountant to support accurate financial reporting and ensure compliance with public company requirements. · Bachelor s degree in accounting or finance (CPA preferred) · 5 8+ years of progressive accounting experience, including public company ex ...

  • Senior Accountant

    1 week ago

    Only for registered members Palo Alto

    The Senior Accountant will contribute to the general ledger team of a publicly traded multinational company. · ...

  • Senior Accountant

    1 month ago

    Only for registered members Palo Alto Full time

    Nclusion está comprometido a proporcionar servicios financieros tradicionales a 1.4 mil millones de personas alrededor del mundo que carecen de acceso hoy en día. · Without a secure way to save, invest, or transfer money, · individuals are not empowered to accumulate short or lon ...

  • Senior Accountant

    1 month ago

    Only for registered members Palo Alto $110,000 - $150,000 (USD)

    We are seeking a meticulous and experienced Senior Revenue Accountant to join our finance team in Palo Alto. This role is pivotal in ensuring the financial integrity of xAI's revenue processes as we scale our operations, including the development of large-scale data centers. · * ...

  • Senior Accountant

    1 month ago

    Only for registered members Palo Alto, CA

    Obsidian Security was created to close a critical gap: securing SaaS applications where modern business happens—platforms like Microsoft 365, Salesforce, and hundreds more. · Prepare month end close journal entries and reconciliations. · Prepare and analyze ASC 606 revenue journa ...

  • Senior Accountant

    23 hours ago

    Belcan Palo Alto

    We are seeking a versatile Finance Professional to support our day-to-day FP&A and financial operations. This role is a blend of high-level stakeholder reporting and hands-on operational tasks, including sourcing support and master data management. · Reporting & Analysis: Manage ...

  • Senior Accountant

    1 month ago

    Only for registered members Palo Alto $49.08 - $62.64 (USD)

    Under the general supervision of the Fiscal Services Director this position performs a variety of complex technical and specialized functions supporting the Districts position control payroll purchase requisitions and financial analysis. · Bachelors degree or academic or technica ...

  • Senior Accountant

    1 month ago

    Only for registered members Palo Alto

    We're seeking a highly motivated Senior Accountant to own our month-end reporting process for a growing global business. Responsibilities include preparing JEs (revenue), reconciling key balance sheet accounts and maintaining revenue/deferral schedules. · ...

  • Senior Accountant

    1 week ago

    Only for registered members Palo Alto, CA

    Senior Accountant in Palo Alto CA prepares consolidated financial statements and manages relationships with external auditors. · ...

  • Senior Accountant

    1 month ago

    Only for registered members Palo Alto Full time $138,000 - $164,000 (USD)

    Obsidian is looking for an energetic and detail oriented Accountant to join our accounting team. · Prepare month end close journal entries and reconciliations. · Prepare and analyze ASC 606 revenue journal entries, schedules. Review sales orders and contracts to ensure correct re ...

  • Senior Accountant

    2 weeks ago

    Only for registered members Palo Alto $30.08 - $39.77 (USD)

    This is a Senior Accountant position responsible for financial reporting and accounting functions. The candidate will prepare consolidated financial statements, manage relationships with external auditors, and support the corporate accounting team. · ...

  • Senior Accountant

    1 month ago

    Only for registered members Palo Alto $138,000 - $164,000 (USD)

    We protect more than 200 organizations across North America, Europe, · the Middle East, · Southeast Asia, · Australia, · and New Zealand—including many of · the world's largest Fortune 1000 · and Global 2000 companies. · Bachelor's degree in accounting finance or related field. ...

  • Senior Accountant

    3 days ago

    Only for registered members Menlo Park

    Maintain chart of accounts and general ledger for accurate transaction classification Prepare and review journal entries and account reconciliations Support month-end close process including reconciliations and budget-to-actual analysis Assist with tax workpaper preparation and c ...

  • Senior Accountant

    1 month ago

    Only for registered members Menlo Park $45.98 - $60.96 (USD)

    This paragraph summarizes the general nature, level and purpose of the job.Under general direction Senior Accountant is responsible for the more complex activities associated with maintaining general ledger accounts and for developing financial statements and reports. · ...

  • Senior Accountant

    1 day ago

    Only for registered members Palo Alto $30.08 - $39.77 (USD)

    We are seeking a versatile Finance Professional to support our day-to-day FP&A and financial operations.This role is a blend of high-level stakeholder reporting and hands-on operational tasks. · ...

  • Senior Accountant

    1 month ago

    Only for registered members Menlo Park

    We are looking for a detail-oriented and experienced Senior Accountant to join a large Life Sciences company on a contract basis in Menlo Park, · California.The ideal candidate is highly skilled in general ledger management, journal entries, and process improvement. · ...

  • Senior Accountant

    1 month ago

    Only for registered members Menlo Park $45.98 - $60.96 (USD)

    This position is responsible for maintaining general ledger accounts and developing financial statements and reports under general direction. The Senior Accountant performs diverse assignments in assigned areas of expertise, requiring an in-depth evaluation of various factors. · ...

Jobs
>
Senior accountant
>
Jobs for Senior accountant in Palo Alto