• Family Office Manager

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!

     

    LinkedIn: Jonathan Christian (JC) del Rosario

     

    A respected, multi-disciplinary financial services firm is seeking a Family Office Accounting Manager to join its Family Office Services team. This role is ideal for a detail-oriented, client-focused individual who enjoys working in a collaborative environment and supporting the financial needs of high-net-worth individuals and families.

     

    The firm provides comprehensive financial services, including investment advisory, estate planning support, and personalized financial operations. The organization values long-term client relationships, continuous improvement, and a strong culture of integrity, inclusion, and growth.

    Position Overview

    As a Family Office Accounting Manager, you will oversee and execute financial operations for complex client structures, including trusts, partnerships, and LLCs. This role requires a balance of accounting expertise and relationship management, ensuring each client receives accurate, timely, and thoughtful financial support.

     

    You’ll collaborate with internal teams, external advisors, and clients to manage budgets, reporting, bill payment, and banking strategies. The position offers the opportunity to shape processes and contribute to a high-performing, service-oriented culture.

    Key Responsibilities

    + Act as a key point of contact for clients, maintaining strong, responsive relationships

    + Assist clients with budgeting, forecasting, and monitoring cash flow

    + Partner with internal bookkeeping staff to ensure timely and accurate recordkeeping

    + Prepare and deliver monthly and quarterly financial reports tailored to client needs

    + Oversee bill pay and accounts receivable processes across a variety of entity types (e.g., trusts, LLCs, partnerships)

    + Evaluate banking, lending, and treasury solutions to meet evolving client objectives

    + Work with internal specialists in investment, tax, and estate planning to provide coordinated, holistic financial support

    + Contribute to operational process improvements and cross-functional firm initiatives

     

    Compensation & Benefits

     

    + Competitive base salary with performance-based bonus potential

    + Comprehensive health, dental, and vision coverage

    + 401(k) plan with employer matching

    + Flexible time off, including sabbatical eligibility

    + Hybrid work model promoting work-life integration

    + Inclusive and collaborative culture committed to ongoing development

    Requirements

    Candidate Qualifications

    + Bachelor’s degree in Accounting, Finance, or a related discipline; certifications such as CPA or CFP are a strong plus

    + Minimum of 6 years of experience in family office services, wealth management, public accounting, or investment-related financial operations

    + Solid understanding of bookkeeping systems and financial workflows tailored to high-net-worth individuals and families

    + Proficient in financial tools and platforms, including QuickBooks, Bill.com, and Excel; familiarity with reporting systems such as Black Diamond is advantageous

    + Strong verbal and written communication skills, with the ability to explain complex financial information clearly

    + Exceptional attention to detail, organizational skills, and the ability to manage multiple tasks and deadlines effectively

    + Experience working with multi-entity structures, including trusts, LLCs, and partnerships, and a strong grasp of cash flow and operational accounting

    + Team-oriented with a proactive mindset and a high level of accountability and client service focus

     

    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) .