Family Office Associate - part-time, Palo Alto office
Frank Rimerman and Co LLP - Palo Alto, CA4.3
Part-timeEstimated: $30,000 - $39,000 a year
* Bachelor's Degree
* Time Management
Our Family Office group provides high net worth individuals and their related family entities financial management and accounting services customized to fit their needs and objectives. Our services range from bill pay, cash flows and expense monitoring, financial reporting, and analysis, and various other financial and administrative projects.
We are looking for an energetic and resourceful part-time professional; someone who enjoys solving problems and gets energized working on multiple engagements, including handling special client requests. You must be great with details, very organized, a self-starter, and adaptable as the needs of our clients change.
This is a great opportunity to join a growing high-end accounting practice in a dynamic and challenging role while on a part-time schedule. We have offices throughout the Bay Area and are flexible in what schedule you may want to work.
Duties and Responsibilities:
Process AP for multiple clients using different accounting systems
Reconcile vendor statements and research discrepancies
Categorize bank and credit card transactions
Reconcile bank and credit card accounts
Provide support on special project or additional duties when needed
Maintain accurate and timely financial information as well as process monthly, quarterly and year end close
Monitor and advise on cash position including transfers and intercompany work.
Reconcile and analyze bank/brokerage accounts as well as private equity and hedge fund capital statements
Current enrollment in Associate's or Bachelor's program pursuing Business, Accounting or Finance
Proficient at Microsoft Excel
Effective written and verbal communication skills
Strong time management and organization skills
Positive attitude and approach to issue resolution
This position is not eligible for work authorization sponsorship. It is our policy and intent to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, martial status, sexual orientation, age, national origin, disability, or medical condition as defined in state and federal laws. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
research, policy, education, microsoft excel, time management, analysis, accounting, finance, organization, financial reporting, problem solving, accounts payable, sponsorship, scheduling, written and verbal communication