High Net Worth Family Accountant
Unique opportunity for an experienced accountant to provide financial and administrative support for a high net worth Principle and family.
You will play a pivotal role in managing financial affairs and ensuring day-to-day accounting activities are handled appropriately.
This is an ideal position for an accountant who is extremely detailed, organized and enjoys being challenged with new and everchanging responsibilities.
Previous experience supporting high net worth individuals / family accounting is highly desired.
The position is located in the City of Sonoma, and offers outstanding benefits along with a potential "flex day" each week to work from home.
You'll work closely with the family Principle, providing comprehensive accounting duties including including accounts payable and receivable, general ledger, reporting, tax coordination, and various other accounting and administrative projects.
The Principle and family are prominent, and the Family Accountant will need to feel comfortable working with an affluent family including professional representation on their behalf to vendors, employees, and other business associates.
Necessary qualifications include a Bachelors Degree in Accounting, Finance or a related field, proven experience in family accounting, wealth management, or similar role, and excellent communication, integrity, confidentiality, and trustworthiness.
Knowledge of QuickBooks is also required.
To learn more about this unique role, please apply directly. All inquiries will be kept confidential and qualified applicants will be contacted for an interview.
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