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Description

Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.

Job Title: Family Office Accounting Manager

Salary: $120 - 150k + Bonus

Jennifer Fukumae with Robert Half is partnering with a highly respected, San Francisco-based multi-family office that delivers personalized financial services to ultra-high-net-worth families. With offerings spanning investment management, estate and retirement planning, lending strategies, and tailored family office solutions, this firm is known for its thoughtful, client-first approach and long-standing relationships.

The firm cultivates a team culture that values collaboration, innovation, and a shared commitment to client excellence. Continuous improvement, professional development, and a technology-forward mindset are core to how they serve their clients.

About the Opportunity:

We are seeking an experienced and detail-driven Relationship Manager to join the Family Office Services team. This role sits at the intersection of client service and operational execution, managing financial workflows and serving as a trusted point of contact for a small group of high-net-worth families.

You’ll take the lead on core responsibilities such as bill pay, cash flow tracking, budgeting, and consolidated reporting, while coordinating with both internal teams and external advisors. This is a great opportunity for someone who enjoys working behind the scenes to deliver exceptional, tailored financial support with precision and care.

Core Responsibilities:

+ Serve as the primary contact for clients, managing day-to-day financial operations and requests

+ Build and track annual budgets, spending, and cash flow reporting for client entities and households

+ Partner with the bookkeeping team to ensure timely and accurate financial records across trusts, partnerships, and LLCs

+ Generate and deliver monthly/quarterly financial reports, customized to client preferences

+ Oversee bill pay, invoicing, and receivables management, ensuring accuracy across multiple accounts and structures

+ Identify and coordinate banking, credit, and lending solutions that align with client objectives

+ Collaborate with internal investment, tax, and estate planning teams to support ongoing client strategies

+ Contribute to process improvement initiatives and take part in special projects related to Family Office operations and efficiency

Requirements

+ Bachelor’s degree in Accounting, Finance, or a related discipline

+ CPA, CFP, or similar credential is highly preferred

+ 6–8+ years of relevant experience in family office services, public accounting, wealth management, or financial operations

+ Strong background in bill pay systems, bookkeeping, and financial reporting for UHNW individuals/families

+ Proficiency in QuickBooks, Bill.com, Excel, and familiarity with investment platforms such as Black Diamond

+ Excellent communication skills—able to convey financial information clearly and professionally

+ Meticulous attention to detail and ability to manage multiple entities and workflows with discretion

+ Strong organizational and problem-solving skills; thrives in both independent and team-based environments

Excited about the role? Apply here and please reach out to 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) .