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Moss Adams LLP Family Office Senior in San Francisco, California

Family Office Senior

Description

Moss Adams brings more West to business. More than a location, it’s a way of doing business in which innovation thrives and optimism abounds. At Moss Adams, we’re excited by the greatness of possibility and the extraordinary potential for companies and individuals to prosper. We provide the world’s most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity.

Introduction to the team

The Family Office is a sub department of our Private Clients Advisory (PCA) practice that provides clients with the resources they need to manage complex financial affairs and reach their personal and family goals. With an emphasis on effective administration, coordination, and planning, we work alongside Moss Adams wealth management and tax professionals as well as our clients’ outside advisors to ensure that family wealth is properly managed to achieve the desired outcome.

This role provides outstanding service to our clients by delivering a variety of accounting and business services along with problem resolution.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities

  • Primary day-to-day client communications and problem resolution

  • Ensure timely and accurate client communication and deliverables

  • Review payroll prior to processing and selected Accounts Payable transactions

  • Reconcile bank accounts monthly

  • Perform periodic account reconciliations including bank and personal investment accounts

  • Prepare balance sheet P&L, budgets and other client documents for manager review

  • Prepare journal entries and supporting documentation

  • Perform other routine accounting functions

  • Monitor quality, verify information, and check for accuracy of own work

  • Monitor cash balances for all operating accounts

  • Review financial statements to determine which vendors require 1099s; process 1099s accordingly

  • Develop and use systems to organize and keep track of information or work progress

  • Appropriately communicate project status to management

Qualifications

  • Bachelor’s degree required

  • 2 years of related experience required

  • Experience with Excel, Word, Outlook required. Experience with QuickBooks Online, Intacct, NetSuite, and other cloud-based accounting tools preferred

  • Excellent verbal and written communication skills

  • Ability to work independently, establish priorities, and meet deadlines in a fast-paced environment

  • Ability to approach complex tasks or problems creatively while knowing when to escalate critical issues to management

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Primary Location San Francisco, CA

Other Locations Irvine, CA, Silicon Valley, CA, Walnut Creek, CA, Sacramento, CA, San Diego, CA

Employee Status: Regular

Req ID: 20746

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