Accountant - Emerging Family Office

Robert Half • San Francisco, CA • 11h ago

Description

About the Firm

A woman- and minority-owned real estate investment and development firm headquartered in San Francisco is seeking a Family Office Accountant to support its growing portfolio. Founded in 2014, the firm specializes in repositioning and developing underutilized properties in high-growth, supply-constrained markets, with a focus on build-for-rent communities and industrial assets. With a hands-on, innovative approach to investment and execution, the firm is committed to creating sustainable projects, revitalizing communities, and delivering strong returns.

The Opportunity

This is a highly visible role supporting the Controller in managing accounting, financial reporting, and long-term tax and investment planning for the family's entities and portfolio. You'll work closely with ownership and trusted advisors on a wide range of strategic financial initiatives. The ideal candidate will bring a strong foundation in tax accounting-either partnership or high-net-worth-or deep expertise in Yardi or QuickBooks. This role is ideal for someone who thrives in a dynamic environment with a mix of recurring and project-based work.

Key Responsibilities

Assist the Controller with accounting and financial reporting for the Family Office and affiliated investment funds

Maintain general ledgers for a portfolio of residential and commercial properties, partnerships, and investments

Manage bill payments, bank account monitoring, and capital calls for alternative investments

Prepare documentation and support for external tax advisors and accounting firms

Oversee quality control and manage offshore accounting teams and outsourced service providers

Prepare year-end tax workpapers and support tax filings and documentation for tax attorneys

Contribute to long-term tax planning, including research and materials for strategies such as 1031 exchanges, opportunity zones, and capital gains scenarios

Create concise summaries of investment performance, key metrics, and strategic recommendations

Assist in developing improved reporting tools and financial metrics for management and ownership

Participate in special projects including renovation tracking, process improvement, and reporting automation

Collaborate closely with ownership and support the Controller in maintaining internal controls

Provide backup support for the Assistant Controller as needed

Interested in Learning More?

If this opportunity aligns with your background and career goals, I'd love to connect. Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario - let's explore how this role could be the next exciting step in your professional journey.

Requirements

Qualifications

Bachelor's degree in Accounting, Finance, or related field

Minimum 3+ years of accounting experience; Family Office, partnership, or high-net-worth tax background preferred

Strong working knowledge of tax code, reporting requirements, and recent tax law changes

Experience reviewing work prepared by external accountants or offshore teams

Proficiency in Yardi Voyager, QuickBooks, and advanced Excel skills preferred

Tech-savvy with experience using Google Suite, Microsoft Office, and cloud-based collaboration tools

Exceptional written and verbal communication skills, with the ability to present financial data clearly and concisely

Self-motivated, detail-oriented, and able to manage shifting priorities in a small, high-performing team

Personal Attributes

Discreet and trustworthy, with the ability to work independently and collaboratively

A proactive self-starter who is organized, efficient, and attentive to detail

Strong critical thinking and time-management skills, with the ability to prioritize competing demands

Comfortable working closely with family members, employees, and vendors in a professional and congenial environment

High standards of integrity, discretion, and confidentiality

Hands-on approach with a "no job too big or small" attitude and a strong moral compass

Ability to tackle complex issues with tact, candor, and professionalism

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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