Back to Jobs search

Accounting Manager for Family Officer

Robert Half • San Francisco, CA • 17h ago

Description

Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

Job Title: Family Office Accounting Manager

Location: San Francisco; Hybrid

Salary: $120 - 150k + Bonus

Jennifer Fukumae with Robert Half is partnering with a highly respected, San Francisco-based multi-family office that delivers personalized financial services to ultra-high-net-worth families. With offerings spanning investment management, estate and retirement planning, lending strategies, and tailored family office solutions, this firm is known for its thoughtful, client-first approach and long-standing relationships.

The firm cultivates a team culture that values collaboration, innovation, and a shared commitment to client excellence. Continuous improvement, professional development, and a technology-forward mindset are core to how they serve their clients.

About the Opportunity:

We are seeking an experienced and detail-driven Relationship Manager to join the Family Office Services team. This role sits at the intersection of client service and operational execution, managing financial workflows and serving as a trusted point of contact for a small group of high-net-worth families.

You'll take the lead on core responsibilities such as bill pay, cash flow tracking, budgeting, and consolidated reporting, while coordinating with both internal teams and external advisors. This is a great opportunity for someone who enjoys working behind the scenes to deliver exceptional, tailored financial support with precision and care.

Core Responsibilities:

Serve as the primary contact for clients, managing day-to-day financial operations and requests

Build and track annual budgets, spending, and cash flow reporting for client entities and households

Partner with the bookkeeping team to ensure timely and accurate financial records across trusts, partnerships, and LLCs

Generate and deliver monthly/quarterly financial reports, customized to client preferences

Oversee bill pay, invoicing, and receivables management, ensuring accuracy across multiple accounts and structures

Identify and coordinate banking, credit, and lending solutions that align with client objectives

Collaborate with internal investment, tax, and estate planning teams to support ongoing client strategies

Contribute to process improvement initiatives and take part in special projects related to Family Office operations and efficiency

Requirements

Bachelor's degree in Accounting, Finance, or a related discipline

CPA, CFP, or similar credential is highly preferred

6-8+ years of relevant experience in family office services, public accounting, wealth management, or financial operations

Strong background in bill pay systems, bookkeeping, and financial reporting for UHNW individuals/families

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

Excellent communication skills-able to convey financial information clearly and professionally

Meticulous attention to detail and ability to manage multiple entities and workflows with discretion

Strong organizational and problem-solving skills; thrives in both independent and team-based environments

Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

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.

BU Finance Mgr Hauling

Republic Services • Daly City, CA • 2d ago

Finance & Accounting

POSITION SUMMARY: The Business Unit Finance Manager, working alongside the General Manager, takes a lead role in identifying, analyzing and reporting on metrics that reflect business performance. The incumbent, through c...

2d ago

Go to Apply

Financial Services - International Tax - International Corporate Tax Advisory - Tax Senior

EY • San Francisco, CA • 2d ago

Finance & Accounting

Locations:New York City, Charlotte, Chicago, San Francisco, San Jose, Boston, Dallas, Hoboken. At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of divers...

2d ago

Go to Apply

Software Engineer II, Android - Financial Products

Uber • San Francisco, CA • 5d ago

Finance & Accounting

About the Role As a Software Engineer - Android within Uber's Finprod org, you will play a key role in developing the next generation of financial products that empower our customers to achieve their financial goals. As...

5d ago

Go to Apply

Senior Data Analyst - Platform Engineering Finance

Uber • San Francisco, CA • 5d ago

Finance & Accounting

This is a hybrid role and you must be located in, or willing to relocate, to San Francisco. In Finance, we work hand-in-hand with leaders across the company to ensure smooth, disciplined execution of strategic business o...

5d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.