Experience Inc. Jobs

Description

Lisa Cole with Robert Half has a unique opportunity for a Family Office Accountant that will be maintaining the personal books and records for a high-net-worth family. We are looking for a trusted advisor for all financial aspects of their personal and professional lives. This is an in the office position in the Sacramento area that offers work life balance, 100% paid medical for the employee and a great 401K match. For immediate consideration for this position, please call Lisa Cole at 916-649-0832.

Responsibilities

• Update, verify, and maintain accounting journals, ledgers and other financial records

• Review invoices and accurately enter for payment into accounting system, including vendor details and general ledger coding

• Process approved payments and transfers in accounting system

• Prepare monthly bank and balance sheet reconciliations

• Monitor bank account balances to ensure proper funding for payments

• Work with Controller to issue Partner Contributions and receive Partner Distributions

• Prepare monthly journal entries for various items including recording mortgage loan payments, credit card transactions, and others as required

• Assist in preparing financial reports and statements, including monthly balance sheets, income statements, and cash flow statements

• Assist in providing financial data for purposes of budgeting

• Assist CPA in preparing bi-annual Statement of Financial Condition

• Correspond with external vendors regarding personal and professional matters

• Preform other assignments and duties as needed

Requirements

Qualifications

• Bachelor’s degree in accounting (or Business Administration/Economics with a concentration in accounting) possessing strong accounting skills

• Communicate effectively and professionally with internal and external teams both verbally and via email

• Possess the utmost integrity and uphold confidentiality

• Ability to adapt quickly to change and work well in a team environment

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .