Description

For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams

This is a dynamic role and will leverage your strengths and interest areas. We are seeking a diligent and detail-oriented Family Office, Finance Manager based in San Francisco. This role will be primarily responsible for overseeing all financial reporting, treasury management, tax compliance and planning, estate planning, and residential and commercial property management for 2 Principals and in the slow periods of the year, you will support the finance team with rate of return analysis and other modeling work. As part of our team, you will play a crucial role in managing accounting tasks and financial reporting for a busy family office.

Responsibilities:

• Assist with various accounting related tasks and financial reporting tasks for the Family Office and Investment Funds

• Maintain the general ledgers and accounting entries for the Family and their portfolio of residential and commercial property, and investments

• Oversee the alternative investment portfolio, pay capital calls, and subscribe to new investments as identified by the family

• Manage bill payments and monitor bank account balances

• Track all government and compliance tax filings

• Assist in the preparation of year-end tax workpapers and supporting schedules for the external tax team

• Prepare quarterly personal financial statements and other ad hoc reports

• Perform various special projects, ad-hoc and/or administrative functions as requested

Benefits are great at this firm. Generous bonuses, retirement contribution, MDV contributions, career growth opportunities and continuous education, and more.

Requirements

• Minimum 5 years accounting/operations experience

• Family Office or high net worth tax and accounting experience a plus, but not required

• Experience in all aspects of accounts payable and general ledger accounting functions required

• Tech-savvy: advanced knowledge of both Google and Apple products with demonstrable proficiency with Google Suite (calendar, drive, sheets); Microsoft Office Suite (Word, Excel); Zoom and other online video communication software; PM/messaging tools; quick learner of new apps

• Knowledge of Yardi Voyager and QuickBooks accounting software preferred

For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams

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.

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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.

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