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Assistant Director of Family Office ServicesMengali 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.

• Accounts Payable
o Processing payments for capital calls
o Completing required paperwork for donor-advised fund contributions
o Manage weekly AP bill payments
o Process New Vendor setups
o Process online payments
o GL code invoices and credit card statements
o Downloading online banking and credit card transactions
o Manage annual 1099 run
• Accounts Receivable
o Create and distribute invoices
o Process E-Deposits
o Process standard deposits
• Process Payroll
o Process household employment payroll and tax deposits
o File quarterly and annual payroll tax returns
o Process workers compensation reports and audits
• Bank Reconciliations
o Process monthly bank and complex investment account reconciliations

• 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

  • Principals only. Recruiters, please don’t contact this job poster.
  • do NOT contact us with unsolicited services or offers

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