Accounting Manager

  • Location
    San Francisco, California
  • Category:
    Accounting & Finance - Accountant - General
  • Job Type:
    Direct Hire
  • Job reference:

The Family Office Manager is responsible for all areas relating to financial reporting within the family office. This position will be responsible for developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements for family office clients. The Manager supervises family office staff and is responsible for managing the team to ensure that work is properly allocated and completed in a timely and accurate manner. 



  • Work closely with clients to support their accounting and reporting needs, providing financial information for business decisions
  • Become a trusted advisor to our clients by delivering our expertise in a timely and personal way
  • Manage completeness and timeliness of client deliverables
  • Utilize various technologies to add value to the client experience
  • Assist in the creation or expansion of accounting policies and procedures
  • Manage cash and ensure the accurate and timely processing of bill pay transactions – high volume of AP review
  • Interface with clients and coordinate with team through virtual processes and platforms
  • Perform overview of financial statements for inconsistencies and opportunities of increased revenue generation or cost savings
  • Periodically prepare and/or review account reconciliations
  • Review journal entries prepared by team members
  • Facilitate updates needed to the general ledger and other data requirements 
  • Collaborates with Partner to support overall department goals and objectives
  • Advise staff regarding the handling of non-routine reporting transactions
  • Develop technical solutions to new or highly complex problems that cannot be solved using exiting methods or approaches
  • Stay abreast of business, industry, and market information that may reveal business opportunities or risks
  • Qualifications 

  • Bachelor’s degree or equivalent experience required; CPA Preferred 
  • Minimum of 5 years of related experience required
  • Experience with Excel, Word, Outlook required
  • Experience with QuickBooks Enterprise, QuickBooks Online, Intacct, and other cloud-based accounting tools preferred; experience with payroll a plus
  • Individual income tax experience a plus
  • Excellent verbal and written communication skills
  • Ability to direct, develop, and coach team members

  • Equal Opportunity Employer/Veterans/Disabled

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    The Company will consider qualified applicants with arrest and conviction records