ASSISTANT DIRECTOR OF FAMILY OFFICE SERVICES

Mengali Accountancy, a successful and rapidly growing accounting firm located in beautiful downtown Healdsburg, is currently seeking an experienced Assistant Director of Family Office Services. The ideal candidate is a highly motivated self-starter who is eager to excel and thrives in a fast-paced and technology-rich environment. Mengali Accountancy operates in a paperless environment with automated workflows.

 

We provide outsourced accounting and bookkeeping functions for many ultra-high net worth families throughout the Bay Area enabling the person who fills this position to enjoy a variety of challenging tasks unique to many different complex families.   

 

Our beautiful inviting office with extensive resources is a well desired place to work. Our corporate culture is very fast-paced and encourages self-development. We are a highly professional firm offering an accelerated career path in the accounting field.

 

MAIN JOB DUTIES:

  • Accounts Payable

    • Processing payments for capital calls

    • Completing required paperwork for donor-advised fund contributions

    • Manage weekly AP bill payments

    • Process New Vendor setups

    • Process online payments

    • GL code invoices and credit card statements

    • Downloading online banking and credit card transactions

    • Manage annual 1099 run

  • Accounts Receivable

    • Create and distribute invoices

    • Process E-Deposits

    • Process standard deposits

  • Process Payroll

    • Process household employment payroll and tax deposits

    • File quarterly and annual payroll tax returns

    • Process workers compensation reports and audits

  • Bank Reconciliations

    • Process monthly bank and complex investment account reconciliations

 

MINIMUM QUALIFICATIONS:

  • AA in Accounting

  • 1-3 years Accounting experience

  • Solid knowledge of QuickBooks software

  • Excellent PC skills (Outlook, Word, Excel)

  • Proficient typing & 10-key speed

  • Excellent verbal and written communication skills while maintaining a high level of discretion

  • Self-starter with willingness to learn and positive attitude

  • Must be detail oriented, highly organized, and dependable

  • Knowledge of tax is preferred, but not required

 

 

Benefits include: Health insurance, dental insurance, 401k retirement plan with company contribution, paid time off, company sponsored ParkPoint* gym membership, and others.


Email your resume and salary requirements to jobs@mengali.com.

 

Full-time position (not seasonal)

Equal Opportunity Employer

Will Not Pay Relocation Costs

*ParkPoint health club is located in our business park

Mengali Accountancy Green Logo

205 FOSS CREEK CIRCLE | HEALDSBURG, CA 95448

INFO@MENGALI.COM | P: (707) 431-0600

Copyright © 2016 by Mengali Accountancy, Inc. All rights reserved.