Staff Accountant San Rafael, CA

Join a Dynamic Team! Staff Accountant Opportunity in Marin County with Leading Wealth Manager!

Are you ready to take your accounting career to new heights? ISC’s dedicated Financial Services Recruiters have teamed up with a prestigious Wealth Manager (RIA) in tremendous growth mode. Specializing in bespoke investment management and advisory services, they cater to discerning clients including high net worth individuals, families, trusts, foundations, and endowments.

Why Consider?

  • Thriving Culture: Step into a workplace that thrives on collaboration, passion, and innovation. Join a team that’s not just colleagues but a close-knit community, making work not only productive but enjoyable.
  • Competitive Compensation: Enjoy a robust base salary package that rewards your expertise and dedication.
  • Comprehensive Benefits: Access top-tier benefits at minimal cost, covering both you and your family’s well-being.
    What You’ll Do:

  • Accounts Management: Take charge of Accounts Payable and Receivable processes, ensuring smooth operations and timely transactions.
  • Vendor Collaboration: Forge strong partnerships with vendors, resolving discrepancies efficiently and maintaining meticulous documentation.
  • Financial Oversight: Exercise keen oversight over the General Ledger, ensuring accurate coding, adherence to GAAP standards, and robust internal controls.
  • System Proficiency: Leverage your expertise in QuickBooks and/or NetSuite to streamline processes and enhance efficiency.
  • Month-End Responsibilities: Assist with the month-end closing process, including journal entries, reconciliations, and accruals, ensuring accuracy and timeliness.
  • Reconciliation Mastery: Perform daily reconciliations, verifying entities and maintaining ledger integrity.
  • Regulatory Compliance: Facilitate the gathering and processing of annual 1099s and vendor W-9s, ensuring compliance with regulatory requirements.

  • Bachelor’s degree in Accounting or related field preferred.
  • Minimum three years of relevant experience.
  • Proficiency in AP/AR processes, General Ledger oversight, and GAAP principles.
  • Strong understanding of internal controls.
  • Experience with QuickBooks and/or NetSuite and preferred.
    Ready to embark on an exciting journey with a dynamic team? Don’t miss out on this opportunity to contribute to a leading wealth management firm’s success story. Apply today and take the next step in your career!

    Join and make an impact!

    Click Here to Apply Online

    Please contact Lisa Finch, Executive Recruiter, International Search Consultants, 888.771.1488, 

    Referrals – Do you know someone who may be a fit?

    We gladly pay $500 for referrals that result in hire and keep all referrals confidential unless you ask us to use your name. We are looking for sharp Accounting candidates, and ideally individuals that are not looking – whose name comes to mind? Please send referrals to Lisa Finch.