Senior Accountant, Family Office | Hybrid + Mentorship

Propel Recruitment LLC; San Mateo (CA); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Performance-based bonus

Direct mentorship from leadership

Stable ownership and low turnover

Job summary

A family-owned investment platform in San Mateo, CA is looking for a Senior Accountant to maintain accurate financial records for family investments. The ideal candidate has a strong foundation in accounting fundamentals, excellent communication skills, and values stability in their work environment. This opportunity offers mentorship from experienced leadership, a hybrid work model, and a chance to make a meaningful impact without corporate bureaucracy.

Qualifications

• Strong foundation in accounting fundamentals including general ledger and reconciliations.
• Experience in a family office, investment firm, or similar settings is strongly preferred.
• Excellent communication skills to explain financial information clearly.

Responsibilities

• Maintain accurate accounting records for family investments per GAAP.
• Prepare monthly journal entries and manage month-end closings.
• Perform bank reconciliations and manage treasury activities.

Skills

Accounting fundamentals

Communication skills

Detail-oriented

Teamwork in a lean environment

Job description

A family-owned investment platform in San Mateo, CA is looking for a Senior Accountant to maintain accurate financial records for family investments. The ideal candidate has a strong foundation in accounting fundamentals, excellent communication skills, and values stability in their work environment. This opportunity offers mentorship from experienced leadership, a hybrid work model, and a chance to make a meaningful impact without corporate bureaucracy.