Accounting Advisory Senior Associate- UHNW Family Office

📋 Description

• Manage accounting services for clients, including month-end close activities, accounts payable and
• Support engagement teams and managers on small to mid-sized private company management and
• Manage multiple client engagements concurrently and collaborate directly with client personnel
• Partner with senior consultants to assess ERP and accounting technology requirements and help
• Analyze financial, operational, and technical information to develop practical recommendations and
• Contribute to special projects involving accounting processes, technology, reporting, and business

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, Business Management, or a related field.
• At least 4 years of experience in public accounting and/or an accounting function within industry.
• Interest in pursuing a CPA designation.
• Experience with data conversions, interfaces and integrations, reporting, and customization across
• Hands-on experience with platforms such as QuickBooks, Intacct, NetSuite, or comparable accounting
• Familiarity with Bill.com, Expensify, Concur, or similar financial operations tools is a plus.

🎁 Benefits

• Salary range of $90,000–$115,000 annually for candidates in the San Francisco Bay Area who meet the
• Flexible work locations and schedules designed to support work-life integration.
• Exposure to diverse clients, industries, accounting environments, and advisory projects.
• Opportunities for professional development, technical growth, and expanded client-facing
• People-centered and collaborative culture emphasizing inclusion, flexibility, innovation, and
• Access to the resources and expertise of a large accounting organization combined with a more