Senior Controller / Associate to Mid-Level CFOAre you a hands-on financial leader with a passion for building systems, driving operational excellence, and serving with integrity? This is a rare opportunity to join a private family office at a formative stage—taking a central role in shaping its internal infrastructure and long-term success. About the RoleThis newly created position supports a multi-generational family known for its philanthropic leadership and civic engagement. The office is transitioning core financial and tax functions in-house, and seeks a proactive, detail-oriented professional to lead this evolution. You’ll report directly to the Family Office President and serve as a trusted partner in managing financial operations across multiple entities and households. Key Responsibilities Strategic Operations & Management<ul><li>Build and oversee internal financial operations including accounting, bill pay, banking, and tax.</li><li>Design scalable systems, workflows, and controls to support growth.</li><li>Manage the transition from outsourced providers to in-house operations.</li><li>Act as the first point of contact for financial and operational issues.</li></ul>Banking, Cash Management & Bill Pay<ul><li>Establish secure, efficient bill pay processes and cash management systems.</li><li>Maintain controls for account access, approvals, and reconciliations.</li><li>Manage vendor relationships and ensure timely payments.</li></ul>Accounting & Reporting<ul><li>Maintain general ledgers and chart of accounts across trusts, LLCs, corporations, and households.</li><li>Prepare financial reports and user-friendly materials for family members.</li><li>Develop and monitor budgets for capital planning and spending oversight.</li><li>Oversee payroll and employee reimbursements.</li></ul>Tax Planning & Compliance<ul><li>Manage the annual tax calendar and ensure timely filings and payments.</li><li>Maintain organized tax records and support strategic tax planning.</li></ul>Insurance<ul><li>Secure and manage insurance coverage across personal and business assets.</li><li>Oversee renewals, claims, and cost evaluations.</li></ul>Entity Administration & Legal Coordination<ul><li>Maintain governance documentation and compliance for all family entities.</li><li>Track filings, renewals, and deadlines to ensure good standing.</li><li>Develop reference materials to support continuity and execution.</li></ul>What’s Offered<ul><li>A collegial, purpose-driven workplace with a respectful culture.</li><li>Flexibility around hybrid/on-site arrangements.</li><li>Competitive compensation and excellent benefits.</li><li>The opportunity to shape the future of a growing, multi-generational family office</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Qualifications<ul><li>Bachelor’s degree in Accounting; CPA strongly preferred.</li><li>7–10 years of experience, ideally in a family office or family-owned enterprise.</li><li>Expertise in accounting and financial administration for high-net-worth individuals.</li><li>Strong knowledge of tax matters across individual, corporate, partnership, and fiduciary structures.</li><li>Experience collaborating with advisors, tax preparers, household staff, and foundations.</li><li>Highly organized, discreet, and service-oriented.</li><li>Excellent communication and interpersonal skills.</li></ul>Excited about this role? We’d love to hear from you!Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

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. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> and get 1-tap apply, notifications of AI-matched jobs, and much more. 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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

Marin, CA
onsite
Permanent
250000.00 - 300000.00 USD / Yearly
Senior Controller / Associate to Mid-Level CFOAre you a hands-on financial leader with a passion for building systems, driving operational excellence, and serving with integrity? This is a rare opportunity to join a private family office at a formative stage—taking a central role in shaping its internal infrastructure and long-term success. About the RoleThis newly created position supports a multi-generational family known for its philanthropic leadership and civic engagement. The office is transitioning core financial and tax functions in-house, and seeks a proactive, detail-oriented professional to lead this evolution. You’ll report directly to the Family Office President and serve as a trusted partner in managing financial operations across multiple entities and households. Key Responsibilities Strategic Operations & Management<ul><li>Build and oversee internal financial operations including accounting, bill pay, banking, and tax.</li><li>Design scalable systems, workflows, and controls to support growth.</li><li>Manage the transition from outsourced providers to in-house operations.</li><li>Act as the first point of contact for financial and operational issues.</li></ul>Banking, Cash Management & Bill Pay<ul><li>Establish secure, efficient bill pay processes and cash management systems.</li><li>Maintain controls for account access, approvals, and reconciliations.</li><li>Manage vendor relationships and ensure timely payments.</li></ul>Accounting & Reporting<ul><li>Maintain general ledgers and chart of accounts across trusts, LLCs, corporations, and households.</li><li>Prepare financial reports and user-friendly materials for family members.</li><li>Develop and monitor budgets for capital planning and spending oversight.</li><li>Oversee payroll and employee reimbursements.</li></ul>Tax Planning & Compliance<ul><li>Manage the annual tax calendar and ensure timely filings and payments.</li><li>Maintain organized tax records and support strategic tax planning.</li></ul>Insurance<ul><li>Secure and manage insurance coverage across personal and business assets.</li><li>Oversee renewals, claims, and cost evaluations.</li></ul>Entity Administration & Legal Coordination<ul><li>Maintain governance documentation and compliance for all family entities.</li><li>Track filings, renewals, and deadlines to ensure good standing.</li><li>Develop reference materials to support continuity and execution.</li></ul>What’s Offered<ul><li>A collegial, purpose-driven workplace with a respectful culture.</li><li>Flexibility around hybrid/on-site arrangements.</li><li>Competitive compensation and excellent benefits.</li><li>The opportunity to shape the future of a growing, multi-generational family office</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-10-23T00:24:37Z

Controller - Prestigious Family Office Job in Marin | Robert Half