Client-Facing Staff Accountant, Family Office Cash & GL
Listed on 2026-10-07
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Accounting
Staff Accountant, Accounts Receivable/ Collections, Bookkeeper/ Accounting Clerk, Financial Reporting -
Finance & Banking
Accounts Receivable/ Collections, Bookkeeper/ Accounting Clerk, Financial Reporting
Cresset is seeking an Associate, Staff Accountant. This hands-on role focuses on bill payments, ledger entries, and basic financial reporting for high-net-worth clients. You will work directly with Family Office clients and advisors to ensure accurate, timely financial operations.
Responsibilities include entity bookkeeping, cash management, reconciliations, and producing Excel-based analyses. Strong communication and independent work style are essential in a fast-paced environment.
The Client-Facing Staff Accountant, Family Office Cash & GL position in the Finance field is open for applications.
This role, Client-Facing Staff Accountant, Family Office Cash & GL at Cresset, could be your next opportunity.
Are you ready to take on the Client-Facing Staff Accountant, Family Office Cash & GL role at Cresset?
We would love to welcome a new Client-Facing Staff Accountant, Family Office Cash & GL to our group in Palo Alto, CA, United States.
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