Robert Half
Accounting/Tax Manager - Reputable Family Office Job at Robert Half in San Franc
Robert Half, San Francisco, CA, US
Description Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario - let's explore whether this opportunity aligns with your next career move. About the Role We are seeking an experienced Accounting/Tax Manager to support a sophisticated family office environment. This role oversees comprehensive accounting, reporting, investment, compliance, and tax activities across multiple entities. The ideal candidate brings strong technical expertise, leadership capability, and a commitment to delivering high‑touch service to complex client relationships. You will play a key role in operational excellence, working closely with internal and external professionals while supporting multi‑entity financial stewardship. Primary Responsibilities Client & Advisory Support
- Coordinate across tax, estate, trust, insurance, and investment disciplines to deliver integrated solutions.
- Prepare clear, accurate reporting packages tailored to client needs.
- Supervise, train, and mentor accounting and administrative staff.
- Manage outsourced providers and maintain a strong client‑service focus.
- Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.
- Manage monthly, quarterly, and annual close cycles.
- Prepare and review financial statements, including cash flow and budget‑to‑actuals.
- Maintain reconciliations, coding accuracy, and supporting documentation.
- Strengthen financial systems, controls, and reporting processes.
- Lead budgeting, forecasting, and financial planning across entities.
- Analyze financial and cash‑flow results and provide actionable insights.
- Develop liquidity strategies aligned with broader objectives.
- Ensure compliance with SEC, RIA, and federal/state/local requirements.
- Oversee tax filings, payments, 1099 reporting, and coordination with third‑party preparers.
- Maintain tax basis documentation and support audit readiness.
- Identify and mitigate financial, operational, and investment‑related risks.
- Support KYC/AML processes and maintain required documentation.
- Oversee administrative functions for pooled investment vehicles.
- Coordinate with external administrators and support investment‑related reporting.
- Participate in special projects that enhance departmental operations.
- Maintain strict confidentiality while handling sensitive financial information.
- CPA preferred.
- Minimum 7 years of experience in public accounting, general accounting, or a related field.
- Demonstrated leadership experience, including supervising staff.
- Strong knowledge of accounting principles and financial reporting.
- High proficiency with accounting systems and tools.
- Strong interpersonal and communication skills.
- Excellent analytical and problem‑solving abilities.
- Strong organizational skills with the ability to manage multiple deadlines.
- Proactive mindset and interest in enhancing systems, processes, and workflows.
- Experience with Microsoft automation tools (Power Query, Power Pivot, Power Automate) preferred.