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Description

Job Title: Senior Accountant – Family Office Services

Compensation: $90,000 – $120,000 + Bonus

Jennifer Fukumae with Robert Half is partnering with a highly regarded multi-family office in San Francisco, known for delivering tailored financial solutions to ultra-high-net-worth individuals and families. With a long-standing reputation for discretion, technical excellence, and white-glove service, the firm supports its clients across a wide range of financial matters—from investment oversight and cash flow planning to entity management and complex reporting.

This is a fantastic opportunity for a detail-oriented accounting professional who wants to step into a meaningful, relationship-based environment where their work directly supports multi-generational wealth and planning.

As a Senior Accountant, you will play a vital role in managing day-to-day financial activities for a group of client families. This includes preparing financial statements, overseeing multi-entity reporting, and supporting a broad range of operational needs such as bill pay, reconciliation, and intercompany activity. You’ll collaborate with both internal teams and external advisors to ensure the financial lives of clients are running smoothly and accurately.

Key Responsibilities

Financial Management & Reporting

+ Record journal entries and manage entity-level ledgers for trusts, LLCs, and personal accounts

+ Support month-end and quarter-end closes, including reconciliations and reporting deliverables

+ Prepare and maintain accurate cash flow reports and quarterly financial statements

+ Anticipate and monitor liquidity needs across a variety of client accounts

+ Reconcile bank, investment, and credit card accounts with attention to detail and timeliness

+ Validate and track private investments, real estate holdings, and other non-liquid assets

Client Interaction & Collaboration

+ Serve as a key liaison between clients, estate staff, vendors, and other third-party advisors

+ Partner with internal teams (Client Services, Tax, and Finance) to streamline reporting and coordinate multi-disciplinary projects

+ Provide responsive support on ad hoc requests and help ensure financial documentation is always up to date and client-ready

+ Assist in process optimization efforts and contribute to tech-forward improvements in accounting systems and workflows

Requirements

+ Previous experience managing accounting for trusts, LLCs, or high-net-worth individuals

+ Strong command of GAAP and familiarity with financial reporting practices across multiple entities

+ Proficient in accounting systems—experience with Sage Intacct, QuickBooks, and Bill.com is highly desirable

+ Comfortable adopting new tools and identifying opportunities to enhance workflows with technology

+ Strong sense of ownership, time management, and ability to juggle multiple priorities

+ High attention to detail, excellent follow-through, and an innate focus on quality

+ Professional, service-oriented communicator who thrives in a client-facing role

Why Join This Firm?

+ Stable, client-centric firm with long-term relationships and a collaborative team

+ Hybrid schedule based in a beautiful San Francisco office

+ Excellent benefits, bonus opportunity, and professional development support

+ Opportunity to grow your career with exposure to complex structures and unique client needs

+ High-trust, low-ego culture where detail and discretion are valued

Ready to make an impact or just interested?

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) .