Family Office Accounting Internship - Summer 2027 - San Francisco

Responsibilities

• Process AP for multiple clients using different accounting systems
• Reconcile vendor statements and research discrepancies
• Categorize bank and credit card transactions and record journal entries
• Prepare bank reconciliations and investigate any unusual items
• Maintain accurate and timely financial information as well as process monthly, quarterly and year end close
• Aid in monitoring client cash flows
• Reconcile and analyze bank/brokerage accounts as well as private equity and hedge fund capital statements
• Provide support on special projects and additional duties when needed

Qualifications

• Enrolled in a Bachelor's and/or Master's program with a concentration in accounting
• At least one accounting course completed to be considered for an interview
• On track to complete a minimum of three accounting courses prior to the internship program
• Minimum GPA of 3.2, with "B" grades or above in accounting courses and a higher major GPA preferred
• Final graduation date with academic requirements for California CPA licensure eligibility between December 2027 and July 2028
• Demonstrates clear, professional written and oral communication

How To Apply

Please submit your resume, cover letter and an unofficial copy of your college transcript(s) via this job posting to be considered for a virtual interview. In your cover letter, please tell us about your interest in establishing your accounting career in the Bay Area.

The salary range for the 2027 Internship is $39 - $43 per hour.