Robert Half
Robert Half is hiring: Accounting/Tax Manager - Reputable Family Office in San F
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.