<p><strong>About the Firm</strong></p><p>A woman- and minority-owned real estate investment and development firm headquartered in San Francisco is seeking a <strong>Family Office Accountant</strong> to support its growing portfolio. Founded in 2014, the firm specializes in repositioning and developing underutilized properties in high-growth, supply-constrained markets, with a focus on build-for-rent communities and industrial assets. With a hands-on, innovative approach to investment and execution, the firm is committed to creating sustainable projects, revitalizing communities, and delivering strong returns.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a highly visible role supporting the Controller in managing accounting, financial reporting, and long-term tax and investment planning for the family’s entities and portfolio. You’ll work closely with ownership and trusted advisors on a wide range of strategic financial initiatives. The ideal candidate will bring a strong foundation in tax accounting—either partnership or high-net-worth—or deep expertise in Yardi or QuickBooks. This role is ideal for someone who thrives in a dynamic environment with a mix of recurring and project-based work.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist the Controller with accounting and financial reporting for the Family Office and affiliated investment funds</li><li>Maintain general ledgers for a portfolio of residential and commercial properties, partnerships, and investments</li><li>Manage bill payments, bank account monitoring, and capital calls for alternative investments</li><li>Prepare documentation and support for external tax advisors and accounting firms</li><li>Oversee quality control and manage offshore accounting teams and outsourced service providers</li><li>Prepare year-end tax workpapers and support tax filings and documentation for tax attorneys</li><li>Contribute to long-term tax planning, including research and materials for strategies such as 1031 exchanges, opportunity zones, and capital gains scenarios</li><li>Create concise summaries of investment performance, key metrics, and strategic recommendations</li><li>Assist in developing improved reporting tools and financial metrics for management and ownership</li><li>Participate in special projects including renovation tracking, process improvement, and reporting automation</li><li>Collaborate closely with ownership and support the Controller in maintaining internal controls</li><li>Provide backup support for the Assistant Controller as needed</li></ul><p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your background and career goals, I’d love to connect. Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — let’s explore how this role could be the next exciting step in your professional journey.</p>

<p><strong>Qualifications</strong></p><ul><li>Bachelor’s degree in Accounting, Finance, or related field</li><li>Minimum 3+ years of accounting experience; Family Office, partnership, or high-net-worth tax background preferred</li><li>Strong working knowledge of tax code, reporting requirements, and recent tax law changes</li><li>Experience reviewing work prepared by external accountants or offshore teams</li><li>Proficiency in Yardi Voyager, QuickBooks, and advanced Excel skills preferred</li><li>Tech-savvy with experience using Google Suite, Microsoft Office, and cloud-based collaboration tools</li><li>Exceptional written and verbal communication skills, with the ability to present financial data clearly and concisely</li><li>Self-motivated, detail-oriented, and able to manage shifting priorities in a small, high-performing team</li></ul><p><strong>Personal Attributes</strong></p><ul><li>Discreet and trustworthy, with the ability to work independently and collaboratively</li><li>A proactive self-starter who is organized, efficient, and attentive to detail</li><li>Strong critical thinking and time-management skills, with the ability to prioritize competing demands</li><li>Comfortable working closely with family members, employees, and vendors in a professional and congenial environment</li><li>High standards of integrity, discretion, and confidentiality</li><li>Hands-on approach with a “no job too big or small” attitude and a strong moral compass</li><li>Ability to tackle complex issues with tact, candor, and professionalism</li></ul><p><br></p>

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