Accountant at Family Office

Job description
Description

Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.

Our client, a family office and investment firm in SF, is seeking an accounting manager for their small team. This role offers extensive WFH flexibility.

Responsibilities
• Assist CFO with monthly accounting closes and tax return preparations.
• Ensure accurate financial records through transaction entry and verification.
• Handle account reconciliation, Treasury reporting, and accounts payable.
• Prepare financial analyses and project summaries.
• Support financial tasks for company acquisitions and new asset onboarding.
• Process accounts payable for the investment firm and property management company.
• Submit voucher packages for capital escrow reimbursements.

Requirements
• 7+ years of financial services experience
• Bachelor's degree in accounting or finance.
• Thorough knowledge of GAAP, Accounts Payable processes, and cloud-based systems.
• Proficiency in Microsoft Excel and QuickBooks Online.
• Strong analytical, problem-solving, and multitasking abilities.

Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have.

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

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