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Robert Half Join a prestigious Family Office as an Accountant in San Mateo, California


Please reach out to Mahmoud Adam, CPA via LinkedIn with your updated resume or call (408) 455-2675 to be considered for this opportunity.

Exciting opportunity to join a Family Office owned by the cofounder to a major global investment management firm with more than $50 billions of assets under management.

The senior accountant will be an integral part of the accounting team working in a fast paced, dynamic environment and getting exposure to the different investment vehicles the firm is utilizing.

Key responsibilities include:

· Perform various functions in the monthly, quarterly and annual reporting process

· Manage multiple bank accounts including processing of wires, capital calls, bill pay and the monthly reconciliation of the accounts

· Compile and manage information for the preparation of partnerships and individual tax returns

· Ensure investment activity is properly booked in the accounting records

· Retrieve and compile relevant financial information for investor correspondence

· Assist in the ongoing management of cash flows

· Assist in a wide variety of projects as reasonably assigned


This is a great opportunity to join an established firm with a great executive team and mentorship. The ideal candidate should have:

· 3+ years of experience in accounting (open to candidates out of public either Audit or Tax , another family office or another CPA firm)

· CPA is preferred

· Excellent interpersonal, verbal, and written communication skills

· Proficiency with MS Excel, Word, PowerPoint; knowledge of advanced feature in Excel (e.g. Macros, V-look ups) is a plus

· Work within an environment demanding a high level of confidentiality and privacy

Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary, benefits and more detail

Please reach out to Mahmoud Adam, CPA via LinkedIn with your updated resume or call (408) 455-2675 to be considered for this opportunity.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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