Role & Company Overview
📋 Role Overview & Responsibilities
Our Family Office client serves multiple generations of the family and their affiliated entities/trusts. The team is looking for someone who can roll up their sleeves across a variety of tasks and domains, is an excellent team player with strong interpersonal skills, and is highly resourceful and flexible. Other qualities that are key to success in this role include adaptability, strong initiative and follow-through, and a service mindset.
This position will report directly to the CFO, and requires 4 days / week in San Francisco.
ResponsibilitiesFull GL accounting, bank reconciliations, financial portfolio transactions, and account reconciliations between multiple entities including trusts, partnerships, individuals, corporations, and private foundationsDraft monthly, quarterly, and annual financial reporting packages for review by the CFO Hands-on involvement with the annual tax process and preparation of the tax reporting packages sent to outside CPAsAssist with the annual audit of the private foundationWork with CFO to maintain and strengthen internal controls and document policies and proceduresManage ad-hoc special projects (estate planning, historical clean-up, property basis, software comparisons, and more)
RequirementsBachelor's degree in accounting, finance, or related fields7+ years of relevant and applicable work experience' Family Office Experience is a must haveTax experience/exposure in a family office preferredRespect and adhere to the family’s desire for confidentiality
Frequently Asked Questions
How do I apply for the Accounting Manager position at Family Office? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Family Office without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in San Francisco, CA with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud