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NOW HIRING: LEGAL, ACCOUNTING & ADMIN POSITIONS (Sherman Oaks)
Fortuity Co. is a boutique multi-family office delivering tailored wealth structuring, tax optimization, compliance solutions, and legacy planning to help clients build, protect, and sustain generational wealth with precision and legal clarity.
We serve visionary business owners and high-net-worth individuals across multiple jurisdictions, managing business structuring, cross-border compliance, governance, financial reporting, and strategic mapping.
We are expanding our high-performance team and have multiple full-time openings at our Sherman Oaks office. These positions are central to keeping our structures compliant, our operations precise, and our clients positioned to thrive across generations.
This is your opportunity to join a forward-thinking, innovation-focused family office where accuracy, creativity, and accountability matter. Your contributions will have a direct, measurable impact on client outcomes and long-term legacy planning.
-OPEN ROLES -
LEGAL CLERK – Entity Governance & Records Oversight:
-Support leadership in client-facing governance, document management, and compliance operations
-Prepare and file governance documents, contracts, and statutory forms
-Maintain and review entity records, agreements, and governance files
-Track and manage deadlines for regulatory filings
-Oversee version control and digital filing systems
-Support due diligence, audits, and compliance reviews
-Coordinate with clients, trustees, bankers, and advisors
STAFF ACCOUNTANT – Multi-Entity Bookkeeping & Reporting:
-Manage full-cycle bookkeeping for individuals, businesses, and trusts
-Reconcile bank, credit card, and loan accounts with precision
-Maintain general ledgers and record journal entries
-Classify and track income, expenses, assets, and liabilities
-Prepare internal financial reports to support tax planning
-Collaborate with internal teams to ensure records are audit-ready
CLIENT SUPPORT – Administrative Account Representative:
-Serve as the operations hub for client onboarding and workflow coordination
-Establish and track deadlines and follow up until resolution
-Monitor and update live case tracking systems to ensure workflow accuracy
-Continuously reconcile case status and documentation to maintain up-to-date records
-Consistently communicate with clients and maintain professional relationships
-Report routine updates to clients and internal teams promptly
-Schedule and coordinate meetings, capture actionable notes, and ensure timely follow-up
-Proactively field and coordinate internal and external communications to eliminate operational bottlenecks
*Tools / Platforms:
Microsoft 365 + (Outlook/Teams/SharePoint/Copilot) + Salesforce (FSC for Advisors) + Corvee + Adapt + LexisNexis + Logiqs +
**Added-Value / Expertise:
Bilingual + Finance + Legal + Accounting + Tax + Compliance + FinTech + Business + Management + Consulting ++
***Foundational Traits / Success Profile:
Collaborative + Solution-Oriented + Fast Learner + Results-Driven + Assertive + Confident + Relentless + Decisive + People Smart +++
Why Join Us:
-Work in a fast-moving, innovation-driven culture where your work has immediate impact
-Get front-row access to real-world corporate structuring, cross-border tax strategy, and executive-level decision-making
-Receive direct mentorship from leadership, accelerating your professional growth
-Opportunity to grow within a long-established, recession-resilient firm focused on generational planning
We operate with discipline and precision, and we look for professionals who thrive in a structured environment, value integrity, and take pride in producing error-free work product.
What We Offer:
-Competitive compensation (DOE) with structured performance reviews and growth opportunities
-Paid time off and observed holidays
-Comprehensive health benefits (medical, dental, and vision)
-Career development with ongoing professional training and advancement opportunities
-Structured, career-focused work environment where contributions are visible and valued
Ready to make an impact? Please send your resume AND cover letter with the role you are applying for in the subject line.
4482 Mammoth Ave, Sherman Oaks, CA 91423, USA
Negotiable Salary
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