- CIBC (San Francisco, CA)
- …please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a Family Office Client Service Manager, you will provide customized ... implementation, ongoing service, and organizational support. You will also support Family Office Executives and Senior Relationship Managers in providing… more
- Moss Adams LLP (San Francisco, CA)
- ** Family Office Senior** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care-about you, ... where you'll have fun while solving complex and interesting business challenges. The Family Office Senior works with high-net-worth families to ensure their… more
- Robert Half Finance & Accounting (Baltimore, MD)
- …in a boutique, challenging, and rewarding environment? A prestigious Ultra-High-Net-Worth (UHNW) family office is seeking an Assistant Controller to join their ... portfolio management decisions. + Maintain and enhance internal controls to safeguard family office assets and investments. + Assist with the preparation of tax… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with an established multi- family office based in San Francisco is seeking a Client Associate to serve as a key ... delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. Client Associate - Multi Family … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of ultra-high-net-worth clients. As part of a growing team that manages bespoke single- family office structures (not a traditional MFO), you'll work alongside ... document tracking, and alt investment subscriptions + Support philanthropic entities and family office operations with precision + Liaise with custodians,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Payroll Manager - Family Office San Francisco, Financial District | Hybrid (3 days in- office ) $150,000 - $175,000 + Bonus + Excellent ... Benefits Jennifer Fukumae is partnering with a well-established family office with an outstanding culture and collaborative team. We're seeking a Senior Payroll… more
- Maxwell Locke & Ritter (Round Rock, TX)
- Family Office Bookkeeping Associate Department: Tax Location: Round Rock, TX Who We Are Maxwell Locke & Ritter LLP (https://www.mlrpc.com/) is the largest ... (https://www.mlrpc.com/who-we-are/news/maxwell-locke-ritter-named-2021s-1-best-mid-sized-accounting-firm-to-work-for-by-accounting-today/) three times. What You'll Be Doing As a family office associate, you will provide financial… more
- Chick-fil-A (Atlanta, GA)
- …on changes in federal, state, and international tax laws that may impact the family office 's tax strategy. Advise senior management on new tax laws, regulations, ... Public Accountant Preferred Qualifications + Master's Degree + Experience in Family Office Environment Minimum Years of Experience 4 Travel Requirements 10%… more
- Robert Half Finance & Accounting (Darien, CT)
- Description Sr. Tax Accountant - Family Office . 1/2-day Fridays We are looking for an experienced Senior Accountant to join a dynamic family office in ... Proven experience in HNW tax and partnership taxaccounting, preferably in a family office or related environment. * Proficiency in Excel and other accounting… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a permanent Family Office Controller based in San Francisco. Our client is a ... well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its… more