Description If interested, please contact Yuzo Shimura on LinkedIn at Robert HalfTitle: Family Office AccountantLocation: East Bay, flexible hybrid scheduleSalary: $135-165K + Bonus + EQUITY + Great BenefitsAbout the Company: The company is a renowned private equity firm that has a strong focus on consumer product companies.Key Responsibilities:
Oversee day-to-day financial operations, bill payments, cash flow management and coordinate with third-party providers.
Work with advisors on tax planning strategies and ensure compliance with tax regulations.
Identify and manage risks to the family's wealth, including insurance and asset protection strategies.
Assist in estate planning processes, such as the preparation of wealth transfers across generations, wills, trusts and succession planning.
Manage charitable giving and set up philanthropic foundations.
Requirements
Qualifications:
Degree in accounting, finance, or economics; CPA a plus.
At least 4+ years of experience working with HNW and/or ultra-high net worth clients or individuals in an accounting/finance/tax support capacity.
Competent with Adobe and MS Office products, especially Excel.
Excellent oral and written communication skills.
Knowledgeable about the private equity industry and investments a plus.
Unique Selling Points:
High growth company with an excellent track record in the industry.
Opportunity to work in beautiful offices.
Company will be investing in its newest fund this year.
Participate in fun team events in a dynamic, high performing team.
Career growth and development opportunities, along with excellent mentorship and training.
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half 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.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .