Senior Accountant

Pinpoint Talent has an immediate opportunity for a Senior Accountant

Location: Marin County

Workplace Type: Hybrid (4 days onsite)

Salary Range: $110,000 – $120,000 per year

Compensation Package: With a discretionary bonus of 10-20% (dependent on individual and firm performance)

We are reaching out with an exciting opportunity to join a highly successful investment management firm that recently expanded through the acquisition of a new asset group. With over $1 billion in assets under management and a strong focus on high-net-worth clients, we are looking for a Senior Accountant to join our team in Marin County.

Position Overview:

This role is ideal for an experienced accountant who thrives in a dynamic environment and enjoys managing client relationships.

Core Responsibilities:

1. General Ledger Management: Bank reconciliations, monthly close processes, and account reconciliations.
2. Client-Focused Projects: Ad hoc financial tasks, managing client requests, and collaboration with tax accountants.
3. Fund Transfers and Operations: Handling client fund transfers, managing wires, and coordinating transactions with Schwab.

Work Model:

• 4 days in the office, 1 day remote.
• Location: Marin County, County

Key Qualifications:

• Preferred Background: Experience in public accounting, family offices, or consulting.
• Client Management Skills: Proven ability to manage high-net-worth clients effectively.
• Educational Requirement: Degree in Accounting or Finance.

This is an exceptional opportunity to grow with a well-established family office, contributing to both day-to-day operations and high-level client engagements. If you have a passion for accounting and experience in managing clients in a fast-paced environment, we would love to connect with you!

If you would like to hear more, please forward a “PDF” copy of your resume and some available times we can get on a call.

Looking forward to hearing from you!

Pinpoint Talent seeks and values diverse perspectives. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.