Full-Time

Senior Accountant

Posted on 9/24/2025

IEQ Capital

IEQ Capital

51-200 employees

Independent RIA offering fiduciary investment advice

Compensation Overview

$100k - $130k/yr

+ Bonus

San Mateo, CA, USA

In Person

Category
Accounting (1)
Requirements
  • Bachelor's Degree in Accounting or Finance
  • Minimum of 3 years of accounting experience
  • Strong understanding of GAAP and multi-entity accounting
  • Demonstrated ability to prioritize tasks and manage timelines independently
  • Excellent written and verbal communication
  • Comfortable in a fast-paced environment with evolving processes
Responsibilities
  • Prepare and review journal entries and account reconciliations for management company and affiliate entities
  • Support quarterly and annual financial reporting, including consolidations, debt compliance packages, and internal reporting
  • Manage intercompany balances, allocations, and reconciliations across entities
  • Assist with quarterly income and expense allocations and related journal entries
  • Prepare and support quarterly distributions to owners and flowthrough entities
  • Prepare and analyze quarterly Budget vs. Actual (BvA) reports for all departments, coordinating with department heads and VP of Finance
  • Support business registrations, sales tax filings, and property tax declarations, ensuring compliance with state and local requirements
  • Assist with federal and state tax reporting coordination in partnership with external tax advisors
  • Provide audit support documentation for annual and interim audits
  • Partner with internal teams to improve accounting processes, systems, and reporting capabilities
  • Participate in cross-functional projects and respond to ad-hoc requests as needed
Desired Qualifications
  • CPA or progress toward certification preferred
  • Advanced Excel skills
  • NetSuite experience
  • Expensify experience
  • Financial Services/RIA/Partnership structure experience a plus

IEQ Capital is a registered investment advisor with $17.7 billion in client assets under management, offering independent wealth management services. Its approach combines financial outcomes with a values-driven culture, aiming to integrate intellectual and emotional quotients into investment practices to deepen client connections and collaboration. The firm operates under fiduciary duty, is predominantly employee-owned, and focuses on helping clients meet their investment objectives without the constraints that come with larger firms. Its goal is to deliver steady investment results within a client-centered framework that emphasizes trust, transparency, and long-term relationships.

Company Size

51-200

Company Stage

N/A

Total Funding

$214M

Headquarters

Los Angeles, California

Founded

2019

Simplify Jobs

Simplify's Take

What believers are saying

  • RAUM grew from $17.7B in 2022 to $47.1B by December 2025 through expansions.
  • New York and San Francisco offices enhance East Coast and Bay Area client access.
  • Key hires like Jennifer Kowal and Frank Mason strengthen tax and family office expertise.

What critics are saying

  • Estate tax exemption drops post-2026, slashing UHNW client engagement and fees.
  • New York expansion pits IEQ against Goldman Sachs and Morgan Stanley's superior scale.
  • VulcanForms investment exposes portfolio to scaling failures in 24-36 months.

What makes IEQ Capital unique

  • IEQ Capital integrates Intellectual and Emotional Quotient in values-oriented wealth management.
  • Predominantly employee-owned structure ensures fiduciary focus on client interests first.
  • Offers exclusive private investments like VulcanForms and Relay Therapeutics via vast network.

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Benefits

Professional Development Budget

Performance Bonus

Flexible Work Hours

Remote Work Options

401(k) Company Match

Family Planning Benefits

Mental Health Support

Wellness Program

Company News

3D Printing Industry
Feb 4th, 2026
VulcanForms Secures $220M to Expand U.S. Production, Cut Reliance on Foreign Supply Chains

VulcanForms secures $220M to expand U.S. Production, cut reliance on foreign Supply Chains. Digital manufacturing firm VulcanForms has secured $220 million in an oversubscribed financing round led by Eclipse and 1789 Capital, with participation from Washington Harbour, Fontinalis, IEQ Capital, and other investors. The funding will support expansion of the company's integrated digital metal manufacturing operations as demand grows for domestic production of high-performance, mission-critical components. The investment reflects increasing industrial pressure to reduce reliance on fragmented global manufacturing networks and to establish more controlled, production-scale capabilities within the United States. Addressing Fragmented Metal Supply Chains Through Integration Traditional metal manufacturing typically relies on multiple vendors, facilities, and production steps distributed across regions. Each transition introduces additional lead time, cost, and logistical risk, challenges that have intensified amid geopolitical uncertainty and trade disruption. VulcanForms aims to consolidate these dispersed processes into unified digital factories that combine metal additive manufacturing, precision machining, automation, inspection, and proprietary software into a single workflow. By reducing handoffs between suppliers and compressing production into an integrated system, the company seeks to streamline manufacturing cycles, improve consistency, and deliver finished components at industrial scale. The newly raised capital will fund capacity expansion, continued technology development, and growth of its materials and research programs. The company reported that it has transitioned from early development into scaled industrial production, securing commercial programs spanning aerospace, defense, medical devices, consumer products, and broader industrial applications. These contracts suggest growing interest from organizations seeking domestic suppliers capable of producing complex metal components at volume. "American manufacturers need a domestic alternative that can compete with global production at scale with superior speed and precision," said Kevin Kassekert, CEO of VulcanForms. "This financing enables us to meet surging demand and expand our role as a critical partner to companies rebuilding resilient domestic supply chains." Investors also emphasized the strategic implications of domestic manufacturing capacity. "1789 Capital is thrilled to support VulcanForms, a company revitalizing America's industrial strength and sharply reducing our dependence on foreign suppliers," said Omeed Malik, President of 1789 Capital. "By restoring high-skilled manufacturing jobs to American soil, VulcanForms is helping to drive the next great chapter of American prosperity." Although VulcanForms' integrated digital metal manufacturing platform boosts domestic production and lowers reliance on foreign supply chains, important challenges persist. Coordinating additive manufacturing, precision machining, automation, and inspection within a single workflow is complex, and sustaining consistent output at scale demands highly trained personnel. Access to critical materials, meeting certification standards, and completing qualification processes for high-performance components can slow production growth. The company also depends on suppliers for specialized equipment, raw materials, and skilled labor, leaving capacity vulnerable to disruptions despite the expanded operations. In recent years, the United States has accelerated investment in domestic advanced manufacturing as fragile global supply chains, extended lead times, and geopolitical risk continue to constrain defense and aerospace production. Additive manufacturing is increasingly positioned as a strategic tool to localize production, enabling faster iteration, reduced logistics dependency, and improved control over mission-critical components. Rather than pursuing innovation for its own sake, these initiatives reflect a constraint-driven shift toward manufacturing ecosystems capable of sustaining operational readiness under disrupted supply conditions. Companies across the industrial AM landscape are expanding U.S.-based production capacity to support this transition. Divergent Technologies has scaled its digitally driven manufacturing platform to produce complex aerospace and defense structures domestically, while Beehive Industries is manufacturing advanced propulsion systems for uncrewed aerial defense applications within the United States to strengthen industrial resilience. Similarly, the U.S. Department of War awarded $39.6 million under the Defense Production Act to three companies to expand domestic solid rocket motor production. These efforts strengthen U.S. defense supply chains and reduce reliance on foreign suppliers. Do you operate a 3D printing start-up? Reach readers, potential investors, and customers with the 3D Printing Industry Start-up of Year competition. Featured image shows VulcanForms' production facility. Photo via VulcanForms.

PR Newswire
Jan 30th, 2026
VulcanForms raises $220M to scale integrated digital metal manufacturing in US

VulcanForms, a Massachusetts-based digital metal manufacturing startup, has raised $220 million in an oversubscribed Series D round led by Eclipse and 1789 Capital. Washington Harbour, Fontinalis and IEQ Capital also participated. The company operates the first fully integrated digital metal manufacturing platform in the United States, combining metal additive manufacturing, precision machining, automation and AI-enabled software into a single workflow. This approach consolidates fragmented supply chains, reducing complexity and waste whilst enabling domestic production at scale. VulcanForms has secured multi-billion commercial programmes across medical devices, consumer products, aerospace, defence and industrial sectors. The funding will support capacity expansion, technology development and materials portfolio advancement as demand grows for secure domestic manufacturing amid geopolitical tensions and trade disruption.

IEQ Capital
Dec 16th, 2025
IEQ Capital Expands With a New Office in New York City

IEQ Capital expands with a New office in New York City. IEQ Capital LLC. is pleased to announce the recent opening of its new office in New York City, marking an important milestone for IEQ. "Opening a New York office represents an important milestone for our firm and for the clients we serve," said Robert Skinner, Co-Founder and Managing Partner at IEQ Capital. "Many of the families and institutions we work with have meaningful business, financial, and philanthropic interests on the East Coast. Establishing a local presence enables us to collaborate more closely with them, expand our access to regional investment partners, and continue to deliver the thoughtful, high-touch guidance they expect from IEQ." In one of the world's leading financial centers, its New York office enhances its ability to bring sophisticated advisory services closer to clients by deepening connectivity to the East Coast's entrepreneurial, institutional, and family office communities. Founded in 2019, IEQ Capital was established by a team of advisors and entrepreneurs dedicated to redefining wealth management. By combining personalized service with access to institutional-grade investment opportunities, IEQ aims to deliver a high-touch advisory experience that prioritizes client needs. With the addition of the New York office, IEQ continues to expand its mission of striving to provide innovative financial solutions to high-net-worth clients across the country.

PR Newswire
Oct 3rd, 2025
IEQ Capital Opens New San Francisco Office, Expanding Bay Area Presence

IEQ Capital opens new San Francisco office, expanding Bay Area presence.

CityBiz
Sep 9th, 2025
IEQ Capital Appoints Frank Mason as Managing Director

IEQ Capital, an independent wealth management firm and multi-family office overseeing $41.7 billion in RAUM[1], today announced its expansion in New York with the appointment of Frank Mason as Managing Director.

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