Accounting Manager

Robert Half • San Francisco, CA • 3d ago

Description

About the Firm

A well-established and dynamic multi-family office headquartered in San Francisco is seeking a Family Office Accounting Manager. The firm supports ultra-high-net-worth (UHNW) individuals and families through comprehensive services including investment management, financial planning, lending strategy, and personalized family office offerings. The organization fosters a collaborative, innovative, and inclusive work environment. It is committed to continuous learning, technological advancement, and maintaining long-term client relationships while supporting development and well-being.

Position Overview

The Family Office Accounting Manager will join the Family Office Services team, delivering tailored financial services to UHNW clients. The role combines client service and financial operations, offering the opportunity to contribute meaningfully to a team-focused, service-oriented environment.

The successful candidate will be organized, detail-focused, and experienced in managing financial operations across varied entity structures. The role involves collaboration with both internal and external stakeholders to ensure effective delivery of financial reporting, budgeting, bill payment, and cash management solutions.

Key Responsibilities

Serve as a primary point of contact for clients, ensuring responsive and effective communication

Assist clients in creating and maintaining annual budgets, analyzing cash flow, and monitoring financial activity

Partner with internal bookkeeping staff to ensure timely and accurate financial records

Prepare and deliver monthly and quarterly financial reports in alignment with client expectations

Manage bill pay and accounts receivable across various legal entities, including trusts, partnerships, and LLCs

Evaluate and assist in implementing banking and lending solutions that meet client financial needs

Collaborate with internal specialists in investment, tax, and estate planning to support integrated wealth planning

Contribute to process improvements and participate in cross-functional projects designed to enhance service offerings.

Compensation & Benefits

Competitive base salary with performance-based bonus

Comprehensive benefits package including health, dental, vision, and 401(k) with employer matching

Flexible time off, sabbatical eligibility, and a hybrid work environment

Commitment to a diverse, equitable, and inclusive workplace that values work-life integration

Requirements

Candidate Qualifications

Bachelor's degree in Accounting, Finance, or a related field; a CPA, CFP, or equivalent credential is a plus

At least 6 years of relevant experience in family office services, wealth management, public accounting, or investment accounting

Strong understanding of bookkeeping systems and financial administration for high-net-worth clients

Proficiency in tools such as QuickBooks, Bill.com, Excel, and familiarity with reporting platforms like Black Diamond

Effective communication skills, with the ability to present financial information clearly and concisely

High attention to detail and organizational skills; able to manage multiple responsibilities efficiently

Experience with multi-entity structures and knowledge of operational accounting and cash flow management

A collaborative mindset, accountability, and a proactive approach to problem-solving and client service

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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