Family Office Accountant

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Family Office Accountant | Menlo Park; HybridJoin a private, multigenerational family office building a more sophisticated infrastructure to support significant family wealth. This is a high-visibility, entrepreneurial role with direct exposure to the principal and broad involvement across accounting, finance, tax, estate planning, banking, and advisors.Ideal for someone who enjoys autonomy, ownership, and building processes from the ground up. Strong compensation, bonus potential, and the opportunity to grow with the family office as responsibilities expand in-house.ResponsibilitiesOversee accounting across family entities, trusts, and holding companiesManage bill pay, AP, GL, reconciliations, and cash flowSupport budgeting, reporting, and variance analysisCoordinate with CPAs, attorneys, banks, investment managers, and advisorsSupport tax and estate planning coordinationMaintain organized financial records across entitiesIdentify process gaps and build more efficient workflowsTake ownership of special projects and evolving family office needsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.