<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>

<ul><li><strong>7+ years of accounting experience in family office</strong></li><li>Proven leadership and team management</li><li>Strong technical accounting and systems knowledge</li><li>Excellent communication and analytical skills</li><li><strong>Highly organized with a process-improvement mindset</strong></li><li>Experience with Microsoft automation tools a plus</li></ul><p><strong>Interested or even just curious? </strong>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u>.</strong> Michelle is a Permanent Placement Recruiter at<strong> Robert Half </strong>Financial Services. <strong>Happy to connect even if not actively looking and just curious about the market.</strong></p>

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