Senior Accountant

Contract Opportunity | Approx. 4–5 MonthsA highly established private investment and family office on the Peninsula is seeking a sharp, detail-oriented accounting professional to join their team during a major year-end close and reconciliation project. This is a rare opportunity to gain hands-on exposure to trust and investment accounting within a stable, sophisticated, and collaborative environment.The firm manages a large portfolio of trust entities tied to investments, brokerage accounts, and distributions. They recently implemented a new accounting platform and are looking for someone who can step in quickly, handle volume efficiently, and help support a critical close process.What You’ll Be Doing: • High-volume bank reconciliations • Brokerage account reconciliations • Supporting month-end and year-end close across 50–60 entities monthly • Reviewing investment activity, interest income, and unrealized gains/losses • Working with brokerage statements and accounting data feeds • Ensuring transactions are coded accurately and reconciled properly • Supporting trust accounting operations tied to investments and beneficiary distributionsWhy This Role Is Interesting: • Exposure to trust, investment, and fund accounting • Opportunity to work directly alongside experienced leadership • Strong learning opportunity for someone interested in investment-oriented accounting environments • Straightforward accounting work — success here is about organization, accuracy, speed, and consistency • Stable, professional environment with long-term employees and strong processesWhat They’re Looking For: • Strong bank reconciliation experience • Comfortable handling high-volume accounting work • Strong attention to detail and organizational skills • Someone who is efficient, reliable, and process-driven • Positive attitude and willingness to jump in where neededPreferred Backgrounds: • Trust accounting • Fund accounting • Investment accounting • Corporate accounting • Brokerage reconciliation exposure • Public securities exposureAdditional Details: • Fully onsite in San Mateo • Monday–Friday | 8:45 AM – 5:45 PM • Estimated project length: 4–5 months • Excellent opportunity for candidates looking to gain exposure within a sophisticated family office/investment environmentIf interested, please apply directly or reach out confidentially for additional details.