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Senior Accountant for Affluent Families

2 months ago

Sonoma, California, United States Haystack Consultants Full time
Position Overview: Family Accountant

We are seeking a skilled accountant to provide comprehensive financial and administrative assistance to a high net worth individual and their family. In this role, you will oversee financial matters and ensure that all accounting tasks are executed with precision.

  • Location: City of Sonoma
  • Qualifications: Bachelor's Degree in Accounting or Finance, experience in family accounting, proficiency in QuickBooks, strong communication abilities
  • Responsibilities: bookkeeping, general ledger management, financial reporting, tax coordination, and various accounting projects

The ideal candidate will be detail-oriented and organized, thriving in a dynamic environment. Experience working with affluent families in a family office context is highly desirable. You will collaborate closely with the family Principal, managing extensive accounting responsibilities and representing the family professionally with vendors and associates.

If you meet these qualifications and are interested in this opportunity, we encourage you to submit your application. Qualified candidates will be contacted for further discussions.