California Licensed Family Office Consultant

Job Summary

A company is looking for a Family Office Senior Consultant, Mid Market Outsourcing.

Key Responsibilities

• Lead day-to-day accounting operations for multiple clients, including general ledger and payroll
• Manage accounting across multiple entities, including intercompany transactions and consolidated reporting
• Train, supervise, and mentor staff accountants on family office-specific processes

Required Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• Minimum 3 years of experience in accounting operations and financial reporting
• Experience managing accounting for 10-50+ entities in a multi-entity environment
• Exposure to investment accounting or alternative investments
• Proficiency with accounting and investment software