Our client, an accounting firm based in San Francisco, is seeking a highly skilled and collaborative Accounting Manager to join their growing multi-family office team. This department provides full-service accounting, financial reporting, and compliance support to three ultraโhigh net worth clients and their affiliated entities. This is a full-time, direct-hire opportunity for an experienced accounting leader who thrives in a dynamic, detail-oriented, and highly professional environment.
***This role is a partial-remote position with monthly onsite in San Francisco, CA.
Responsibilities
- Build and maintain monthly, quarterly, and annual expense and investment reporting for trusts and LLCs across various banks, brokerage accounts, and investment vehicles.
- Oversee cash management, bill payments, and daily operations for client entities.
- Directly supervise senior and staff accountants, reviewing and guiding their work.
- Manage compliance reporting for LLCs registered in multiple states.
- Handle ad-hoc financial and investment reporting requests.
- Support long-term projects, including implementing investment reporting software.
- Assist with major client transactions (e.g., real estate or aircraft purchases/sales, investment subscription documents).
- Collaborate with household staff and external partners as needed.
- Prepare tax schedules and support tax reporting and payment processes.
- Work closely with attorneys, tax experts, aviation specialists, art conservators, and other advisors to ensure excellent client outcomes.
Qualifications:
- 5โ7+ years of accounting and financial reporting experience.
- Supervisory experience overseeing senior and staff-level accountants.
- Family office accounting experience preferred; small business or personal accounting also acceptable.
- Big 4 public accounting experience a strong plus.
- CPA preferred.
- Proficiency with QuickBooks Online preferred.
- Ability to work independently, prioritize in a fast-paced environment, and respond promptly to shifting needs.
- Strong analytical skills with the ability to understand both high-level strategy and detailed execution.
- Exceptional interpersonal and communication skills; must maintain an ultra-professional client-facing presence.
Compensation & Benefits:
Salary: $185,000 โ $205,000
Bonus: Discretionary
Benefits: Medical, dental, and vision plans with a company stipend; 401(k) with match; flexible spending plans
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Please submit your resume for consideration!