Family Office Accountant

New

Posted 2 hours ago • Less than 10 applicants • Be one of the first to apply!

Our Client - Accounting company

San Anselmo, CA

$65.00 - $65.00/hour

Exact compensation may vary based on skills, experience, and location.

15 hrs/wk

Contract to Hire (1099)

Remote work partially (99%)

Travel required (5%)

Start date

May 1, 2026

End date

May 1, 2027

Superpower

Finance

Capabilities

Accounting

Financial Reporting & Consolidation

Accounts Payable

Preferred skills

Technical Accounting

Quarterly Finance Reports

QuickBooks (Accounting Software)

Month-End Closing

Investments

Invoicing

Accounts Receivable

Preferred industry experience

Accounting

Experience level

9+ years of experience

Job description

Title: Accountant

Hourly Rate: $65-$70

Schedule: 15-20 hours/week

This is a temp-to-perm role.

Expectation is hybrid if local; 100% remote if not local.

Core Responsibilities

· Maintain financials across multiple entities (trusts, LLCs, investments)

· Lead month-end close and prepare monthly/quarterly reporting

· Keep QuickBooks Online accounts in clean, CPA-ready condition

· Manage accounts payable and support invoicing/receivables for select clients

· Communicate directly with clients and ensure timely follow-through

· Perform and review reconciliations; investigate and resolve discrepancies

· Coordinate with CPAs and advisors on tax and planning matters

· Track investment and entity-level activity

Qualifications/Skills

· 7+ years of accounting experience

· Strong QuickBooks Online proficiency

· Experience with high-net-worth clients, family offices, or closely held businesses preferred

· Strong technical accounting skills and attention to detail

· Comfortable working independently and resolving issues without detailed direction

· Clear and professional communication style

All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.

If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.

Screening Questions

Have you worked in a family office or similarly high-touch environment supporting high-net-worth individuals or multiple related entities? If so, please describe your experience and the types of responsibilities you handled.
This role involves direct communication with clients. How do you approach responding to client requests, especially when something is unclear or requires follow-up?
What are you looking for in a part-time role, and how do you typically structure your time across clients or responsibilities?
What steps do you take to ensure a set of books is accurate and “CPA-ready”? Please walk through your approach.

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