- 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
- Coinbase (Los Angeles, CA)
- …collaboration, connection, and alignment. Attendance is expected and fully supported. The * Family Office Security Manager* is responsible for overseeing all ... and nurture strong working relationships with members of the private family office and key cross-functional partners to ensure seamless coordination of security… more
- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- **BASIC PURPOSE:** Manager of Love Family Office accounting staff. Oversight of all Love family personal finances, investment activities, private ... develop and enhance controls and policies and procedures for the Love Family Office + Other duties assigned as needed **EDUCATION AND EXPERIENCE:** + Education:… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …with Robert Half Financial Services is recruiting a CFO for a private, mission-driven family office . This full-time, permanent role is based in Marin County with ... keep entity/legal documentation up to date. + Partner closely with the Family Office President on daily priorities and key initiatives. *Please contact Michelle… more
- Robert Half Management Resources (San Francisco, CA)
- Description We are looking for a highly experienced Family Office CFO to oversee the establishment and management of a family office for a high-net-worth ... individual with deep expertise in financial strategies, tax accounting, and family office operations. This is a long-term contract position based in San… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi- Family Office Compensation: $100,000-$115,000 base (stretch to $120,000 DOE) ... + Bonus A dynamic and highly regarded multi- family office is seeking a polished and proactive Senior Client Associate to join its San Francisco-based team. This… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description We are looking for a highly skilled and experienced Head of Family Office to lead tax strategy, investment oversight, and financial operations for a ... substantial family office . This senior role offers a...substantial family office . This senior role offers a rare blend of...years of experience in tax and investment management + Family office or multi- family … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with Robert Half is partnering with a boutique, San Francisco-based multi- family office that provides tailored financial solutions to ultra-high-net-worth ... of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and… 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
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