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Wealth Management Family Accountant

2 months ago

Napa, California, United States Haystack Consultants Full time
Position Overview

We are seeking a dedicated and detail-oriented accountant to join our team at Haystack Consultants, providing essential financial and administrative support to a distinguished family. In this role, you will be instrumental in overseeing financial operations and ensuring that daily accounting tasks are executed with precision.

This position is tailored for an individual who thrives in a dynamic environment and possesses exceptional organizational skills. Previous experience in managing the financial affairs of high net worth individuals or families is highly advantageous.

The role encompasses a range of responsibilities, including:

  • Management of accounts payable and receivable
  • General ledger maintenance
  • Financial reporting
  • Coordination of tax-related matters
  • Various accounting and administrative projects

As a Family Accountant, you will collaborate closely with the family, delivering comprehensive accounting services while representing their interests with vendors, employees, and other business partners.

Key qualifications for this role include:

  • A Bachelor’s Degree in Accounting, Finance, or a related discipline
  • Demonstrated experience in family accounting or wealth management
  • Strong communication skills, integrity, and a commitment to confidentiality
  • Proficiency in QuickBooks

If you are ready to take on this unique opportunity, we encourage you to express your interest. All communications will be handled with the utmost confidentiality, and qualified candidates will be contacted for further discussions.