Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowFirst seen 4 days ago

Senior Accountant - San Francisco, CA

FORTH60 open roles

Where
San Francisco, California, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSenior Accountant - San Francisco, CAFORTH · San Francisco, California, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on FORTH's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

The Role

The Family Office Services department handles the daily financial needs of several of the firm's high-net-worth clients. They perform and manage individual and entity bookkeeping and accounting, including bill payment, cash flow budgeting and management, and bank account and credit card reconciliations. They provide monthly/quarterly reporting and manage all their documents and records. In addition, The Family Office Services department assists with coordinating investment assets and managing capital calls and distributions.

The client is looking for a career-minded and resourceful professional to join them as a Family Office Senior Accountant. The right person will be a critical thinker who's a strong team player with passion and relentless focus on serving clients and meeting their needs. The role requires a strong understanding and fluency with accounting and comfort in conversing and responding to high-net-worth clients confidently. It is essential that you are a self-starter with strong intellectual curiosity and flexibility to navigate our fast-paced environment. If you have a family office or accounting experience, this is a great opportunity to join a high-end accounting practice in a dynamic and challenging role.

Core Responsibilities

  • Preparing and reviewing client balance sheets, cash flow statements, and other financial reports.
  • Reconcile and analyze bank/brokerage accounts and private equity and hedge fund capital statements.
  • Taking an active role in department initiatives to increase their success, including process implementations, department training, the intern program, and special initiatives indicated by the Department's annual plan.
  • Stepping up as engagement manager on a selection of jobs, working directly with partners, clients, and client advisors, as requested.

Education and Qualifications

  • Bachelor's degree in Accounting.
  • CPA certification is preferred, coursework completed for CPA eligibility in California, and a few exams passed optional.
  • Must be authorized to work in the United States.
  • Must be able to pass a background test.

Essential Functions

  • Thorough understanding and being able to analyze, discuss and explain financial reports.
  • Supervising and training associates and assistants in preparing client deliverables and service needs.
  • Monitor and advise on cash flow needs, including transfers and inter-company issues.
  • Bill paying and payroll processing.
  • Effectively reviewing the work of associates and assistants. Efforts should increase the quality of each client deliverable and make subsequent reviews notably more efficient.

Experience

  • 3-5 years of accounting experience in a professional or business environment.
  • Family office services or similar individual client service experience is preferred.
  • Investment tracking and performance measurement experience a plus.
  • Experienced working with a high sense of urgency in a fast-paced environment.
  • Payroll experience a plus.

Knowledge, Skills and Abilities

  • Advanced Microsoft Office (Excel) skills.
  • Demonstrate strong time management skills and the ability to meet recurring client and statutory deadlines.
  • QuickBooks Online and/or Sage Intacct experience is a plus.
  • Excellent communication skills and client service skills.

Working Conditions

  • Under the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Health

  • Employees can choose from various health insurance options, including PPO and HMO plans.
  • Vision and Dental Plans.
  • Firm Provided Group Life Insurance and AD&D.
  • Firm Provided Short-Term and Long-Term Disability Insurance.
  • Wellness Portal.

Happiness

  • Commuter Benefit.

Beyond

  • Tuition Reimbursement Program.
  • Employee Assistance Program (EAP).
  • Community Involvement: The firm participates in various community service events each year.

Benefits

  • Paid-Time Off (PTO).
  • Paid Holidays.
  • Flexible Spending Accounts (FSA): General, Dependent Care, and Limited Purpose FSAs.
  • Health Savings Account (HSA).
  • Traditional 401(k) with Employer Match.
  • Roth 401(k) with Employer Match.
  • Voluntary Life Insurance, Accident Insurance, and Critical Illness Insurance.



From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against FORTH's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on FORTH's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    FORTH's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.