Family Office Services Senior Associate

Rimerman + Co LLP

San Jose, CA, US
Base: $100,000 - $125,000 py; bonus/equity: not sp...
Remote
Cpa license required
4+ years family office experience
Review financial statements and reconciliations
The role provides customized financial management and accounting services to ultra-high-net-worth individuals and their family entities

Job Summary

  • The role provides customized financial management and accounting services to ultra-high-net-worth individuals and their family entities.
  • Candidates must demonstrate ownership by identifying root causes of issues and exercising sound judgment on complex deliverables.
  • This position involves supervising the work of associates and assistants while managing timelines and priorities across multiple engagements.

Matching Summary

The role provides customized financial management and accounting services to ultra-high-net-worth individuals and their family entities.

Salary

Base: $100,000 - $125,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • CPA license required
  • 4+ years family office experience
  • Review financial statements and reconciliations
  • Supervise associates and assistants
  • Manage multiple client engagements

Nice-to-have

  • Experience with Sage Intacct Bill.com QuickBooks
  • Strong problem-solving and judgment skills
  • Detail-oriented with holistic strategic thinking
  • Ability to coach and develop team members
  • Proactive risk identification capabilities

Key Requirements

  • CPA license required
  • 4+ years in private family office or public accounting
  • Authorized to work in the United States
  • No visa sponsorship available

Work Rights

Must be authorized to work in the United States

Tailored Resume

Cover Letter