San Francisco, CA, 94103, USA
1 day ago
Family Office Accountant
Description Accountant – Family Office 📍 San Francisco, CA | Hybrid (3 days onsite) 💰 $90,000 – $120,000 + Bonus + Excellent Benefits Help manage the financial lives of some of the Bay Area’s most successful families. Jennifer Fukumae at Robert Half is partnering with an esteemed multi-family office in San Francisco that advises ultra-high-net-worth individuals and families. Their work is discreet, complex, and high-touch—covering everything from cash flow and entity management to investment reporting and estate coordination. 💼 Ready to explore this opportunity? Apply here and message Jennifer Fukumae on LinkedIn for quicker consideration. If you're an experienced accountant looking to transition into a more relationship-driven, consultative role, this is a unique opportunity to be part of a firm that blends technical precision with personalized service. As a Senior Accountant, you'll be entrusted with overseeing the full financial picture for select client families. You'll dive deep into multi-entity accounting, manage intricate investment reporting, and collaborate with estate staff, tax teams, and outside advisors. It’s part accounting, part strategy, and always client-first. Core Responsibilities + Maintain ledgers and journal entries across personal, trust, and entity-level accounts + Reconcile bank, investment, and credit card accounts + Monitor cash flow, track liquidity, and support private investment reporting + Oversee financial closes and prepare quarterly financials and reports + Liaise directly with clients and third parties to ensure seamless financial operations + Partner with internal teams to streamline reporting and optimize workflows + Support process improvement initiatives and tech enhancements (bonus points if you love Excel or Intacct automations) Requirements Who You Are + You’ve managed accounting for LLCs, trusts, or private clients—family office experience is a plus + You understand GAAP and enjoy working across multiple entities + You’re skilled in QuickBooks, Sage Intacct, or Bill.com (or open to learning quickly) + You’re organized, accountable, and resourceful—someone who follows through + You have exceptional attention to detail, but you also see the bigger picture + You’re service-oriented and comfortable communicating with high-level clients and advisors + You’re proactive and tech-forward—you like to make systems smarter, not just keep them running Why You’ll Love It Here + Meaningful work with multi-generational families and unique financial structures + Collaborative, high-integrity culture with low turnover and high trust + Beautiful San Francisco office + hybrid flexibility + Competitive compensation, bonus, and top-tier benefits + Access to ongoing learning, leadership, and career growth 💼 Ready to explore this opportunity? Apply here and message 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. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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