<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a private, high-net-worth family office seeking a <strong>Family Office Accountant</strong> to join their San Francisco team. This is a unique opportunity for an accounting professional to gain hands-on exposure across family office operations, real estate, and alternative investments while working in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Location:</strong> San Francisco (Presidio Heights) | Hybrid</p><p><strong>Compensation:</strong> $90–120K + Bonus</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist the Controller with accounting and financial reporting tasks for the Family Office and investment portfolios.</li><li>Manage and perform quality control of outsourced accounting service providers.</li><li>Maintain general ledgers and accounting records for family investments, residential and commercial properties.</li><li>Oversee alternative investment portfolios, process capital calls, and subscribe to new investments.</li><li>Manage bill payments, monitor bank balances, and reconcile accounts.</li><li>Review monthly bank and brokerage statements; download and file statements and tax documents.</li><li>Process payments and track government and compliance-related tax filings.</li><li>Assist with year-end tax workpapers and supporting schedules for external tax advisors.</li><li>Prepare quarterly personal financial statements and ad-hoc reports.</li><li>Support special projects, administrative tasks, and process improvements as needed.</li><li>Collaborate with the Controller and family to maintain and enhance internal controls.</li></ul><p><br></p>
<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>Jennifer Fukumae</strong> with <strong>Robert Half Finance & Accounting</strong> is partnering with a newly established family office to hire their first dedicated finance leader. This is a rare opportunity for a Controller or senior finance professional to step into their first CFO role, build the finance function from the ground up, and grow alongside the organization.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Set up and manage bill pay systems and related financial processes.</li><li>Build and maintain a comprehensive chart of accounts.</li><li>Develop, monitor, and analyze budgets to support capital planning, spending oversight, and strategic decisions.</li><li>Oversee payroll administration, employee reimbursements, and other financial operations.</li><li>Ensure accuracy, consistency, and completeness of all financial records and reporting.</li><li>Implement systems, processes, and internal controls to support the growing organization.</li><li>Act as a trusted financial advisor to the principals, providing insights to guide informed financial and operational decisions.</li></ul><p><br></p>
<p><strong>Job Title: CFO for Family Office </strong></p><p><strong>Location: Marin; 3 days in office</strong></p><p><strong>Salary: $250-300k(DOE) + bonus + benefits </strong></p><p><strong> </strong></p><p><strong>About the Role:</strong></p><p><strong>A newly established family office is seeking a hands-on and driven CFO — their first dedicated finance hire. This is a unique opportunity to build the finance function from the ground up, offering strong growth potential for the right candidate. We are open to individuals at the Controller to junior CFO level who are excited to grow alongside the organization.</strong></p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Set up and manage bill pay systems and processes.</li><li>Build and maintain a comprehensive chart of accounts.</li><li>Develop and monitor budgets to support capital planning, spending oversight, and strategic decision-making.</li><li>Oversee payroll administration, employee reimbursements, and related financial operations.</li><li>Ensure accuracy, consistency, and completeness of all financial records and reporting.</li><li>Implement systems, processes, and controls to support the evolving needs of the office.</li><li>Act as a trusted financial advisor to the principals, offering insights to support informed financial and operational decisions.</li></ul><p><br></p>
<p><strong>Associate – Client Services Accounting</strong></p><p>A prestigious private investment office is seeking a meticulous and client-focused <strong>Associate</strong> to join its <strong>Client Services Accounting</strong> team. This is a unique opportunity to support high-net-worth, multigenerational families through comprehensive financial reporting, operational accounting, and cross-functional collaboration.</p><p><br></p><p><strong>About the Role</strong></p><p>As part of a collaborative 13-person team, you’ll manage daily transactions, prepare financial reports for individuals, trusts, and LLCs, and work closely with internal departments to deliver exceptional client service. This role offers high visibility, meaningful impact, and long-term career growth within a values-driven organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Record journal entries and meet quarterly close deadlines</li><li>Prepare financial statements for individuals, trusts, and entities</li><li>Manage accounts payable and forecast client liquidity needs</li><li>Reconcile bank, brokerage, credit card, and other balance sheet accounts</li><li>Review investment valuations and personal loan activity</li><li>Liaise with clients, estate managers, and vendors for payment and reporting requests</li><li>Partner with internal teams on financial reporting and forecasting initiatives</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Inclusive, learning-oriented culture with opportunities for growth</li><li>Competitive benefits including paid parental leave, childcare stipend, and volunteer time off</li><li>Mission-driven team dedicated to long-term client success</li></ul><p><strong>Interested in learning more?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Associate, Client Services Accounting</strong></p><p>Are you a meticulous and motivated accounting professional seeking a role where your work truly matters? Join a mission-driven organization that provides high-touch financial services to multigenerational clients, combining strategic insight with operational excellence.</p><p><br></p><p><strong>About the Organization</strong></p><p>This San Francisco-based family office supports the financial and personal lives of high-net-worth individuals through a comprehensive suite of services including investment oversight, financial reporting, tax planning, and philanthropic support. With a strong emphasis on partnership, integrity, and long-term value creation, the team operates with a unified purpose: to foster enduring relationships and help clients thrive across generations.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As an Associate in the Client Services Accounting team, you’ll be a key contributor to the delivery of exceptional financial support. You’ll manage day-to-day transactions, prepare detailed financial reports, and collaborate across departments to ensure seamless service. Your work will directly impact client satisfaction and the continued evolution of service delivery.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Execute core accounting functions including accounts payable, reconciliations, and financial reporting.</li><li>Prepare journal entries, cash forecasts, and quarterly financial statements.</li><li>Analyze and reconcile bank, brokerage, and credit card accounts.</li><li>Collaborate across departments to deliver integrated financial insights and reporting.</li><li>Communicate directly with clients, estate managers, and vendors to manage payments and reporting requests.</li><li>Support the accounting of real property, investments, and asset transfers.</li></ul><p><strong>What Success Looks Like</strong></p><ul><li>Building trusted relationships through diligence, accuracy, and confidentiality.</li><li>Bringing fresh ideas and perspectives to enhance client service delivery.</li><li>Thriving in a team-oriented environment that values learning, innovation, and mutual support.</li></ul><p><strong>Perks & Benefits</strong></p><p>This role offers a highly competitive compensation package and a robust benefits suite including:</p><ul><li>Medical, dental, and vision coverage</li><li>401(k) with 5% match + annual contribution</li><li>Paid parental leave (20 weeks), medical leave, and flexible vacation</li><li>Childcare stipend, infertility benefits, and mental health support</li><li>Generous volunteer time off and donation matching</li><li>Ongoing education assistance and career development support</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Senior Controller / Associate to Mid-Level CFO</strong></p><p>Are 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.</p><p><br></p><p><strong>About the Role</strong></p><p>This 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.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Strategic Operations & Management</strong></p><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><p><strong>Banking, Cash Management & Bill Pay</strong></p><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><p><strong>Accounting & Reporting</strong></p><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><p><strong>Tax Planning & Compliance</strong></p><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><p><strong>Insurance</strong></p><ul><li>Secure and manage insurance coverage across personal and business assets.</li><li>Oversee renewals, claims, and cost evaluations.</li></ul><p><strong>Entity Administration & Legal Coordination</strong></p><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><p><strong>What’s Offered</strong></p><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><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Associate – Client Services Accounting</strong></p><p>Are you a detail-driven accounting professional looking to make a meaningful impact in a collaborative, mission-focused environment? Join a dynamic team that supports high-net-worth, multigenerational clients through exceptional financial services and strategic guidance.</p><p><br></p><p>This is a unique opportunity to grow your career in a role that blends technical accounting, client service, and cross-functional collaboration. You’ll be part of a close-knit team that values excellence, innovation, and integrity—while contributing to a purpose-driven organization that prioritizes long-term relationships and community impact.</p><p><br></p><p><strong>About the Role</strong></p><p>As an Associate in the Client Services Accounting team, you’ll play a vital role in delivering accurate, timely, and confidential financial support. You’ll manage day-to-day transactions, prepare financial reports, and partner with internal teams to provide comprehensive insights and solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute core accounting functions including accounts payable, reconciliations, and journal entries.</li><li>Prepare quarterly financial statements and cash forecasts.</li><li>Analyze bank, brokerage, credit card, and other balance sheet accounts.</li><li>Review investment valuations, loans, and other financial data for reporting.</li><li>Interface directly with clients, estate managers, and vendors to manage payments and respond to inquiries.</li><li>Collaborate with internal teams on client reporting and strategic initiatives.</li><li>Maintain compliance with regulatory standards and internal policies.</li></ul><p><strong>What Success Looks Like</strong></p><ul><li>Delivering accurate and timely financial support with discretion and professionalism.</li><li>Building trusted relationships with clients and internal partners.</li><li>Contributing ideas to improve service delivery and operational efficiency.</li><li>Supporting teammates and fostering a culture of learning and innovation.</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive compensation based on experience and education.</li><li>Comprehensive benefits including:</li><li>Medical, dental, and vision coverage</li><li>401(k) with 5% match + annual employer contribution</li><li>Paid parental leave (20 weeks), medical leave, and flexible vacation</li><li>Childcare stipend, infertility benefits, and mental health support</li><li>Volunteer time off, donation matching, and service awards</li><li>Education assistance and career development support</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Senior Client Associate – Wealth Management</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. This firm serves ultra-high-net-worth clients with a full suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, and committed to professional growth and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct client engagement with sophisticated families and their advisors</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and bespoke planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure</li><li>Competitive compensation and comprehensive benefits package</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Serve as primary contact for client service needs across assigned relationships</li><li>Execute client requests with precision and timeliness</li><li>Collaborate with senior leadership on strategic initiatives</li><li>Guide associates and analysts on shared client accounts</li><li>Support clients with estate, tax, and philanthropic planning</li><li>Partner with investment teams on portfolio creation and cash deployment</li><li>Maintain relationships with clients extended professional teams</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Senior Accountant– Fund & Property Accounting</strong></p><p><strong>Location: San Francisco, CA</strong></p><p>A prestigious private real estate investment firm is seeking a <strong>Senior Accountant </strong>to join its San Francisco office. This is a high-impact opportunity for a detail-oriented professional with fund and property-level accounting experience to contribute to a growing team managing complex real estate investments.</p><p><br></p><p><strong>About the Role</strong></p><p>In this role, you’ll work closely with the CFO and external fund administrators to oversee fund and property-level accounting, financial reporting, valuations, and investor communications. The firm invests across a diverse range of real estate asset classes and structures, offering exposure to institutional, family office, and ultra-high-net-worth investors.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review monthly operating reports, variance analyses, and property-level cash flows</li><li>Lead quarterly investor reporting, waterfall calculations, and fund allocations</li><li>Prepare fund and property performance metrics and financial projections</li><li>Support quarterly valuation processes and SEC compliance filings</li><li>Manage capital calls, distributions, and carry calculations</li><li>Coordinate year-end audits and tax return preparation</li><li>Interface with operating partners and respond to investor and compliance inquiries</li><li>Assist with credit facility servicing and ad hoc financial analysis</li></ul><p><strong>Let’s Connect</strong></p><p>If this opportunity aligns with your background and interests, I’d love to hear from you. 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 step in your career.</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p>Responsibilities:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul><p><br></p>
<p><strong>Senior Client Associate – Family Office</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. The firm provides ultra-high-net-worth families with a comprehensive suite of services, including investment management, financial planning, lending strategies, and bespoke family office solutions. The culture is collaborative, client-centric, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work environment</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with accuracy, efficiency, and discretion</li><li>Collaborate with senior leadership on strategic initiatives and client solutions</li><li>Guide and support associates and analysts on shared client accounts</li><li>Assist clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional networks</li></ul><p><strong>Interested in this opportunity?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this could be the right next step in your career.</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half's Finance and Accounting is partnering with a privately held real estate investment firm headquartered in San Francisco to hire a <strong>Senior Accountant </strong>to join their team! </p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2013 by a seasoned real estate investor, the firm manages $700M–$1B in assets across three active funds. Capital is sourced from institutional investors, family offices, and ultra-high-net-worth individuals. With a broad investment mandate spanning opportunistic, value-add, debt, and long-term real estate assets, the team is known for tackling complex transactions with speed, creativity, and certainty of execution.</p><p><br></p><p>As Senior Accountant, you will play a key role supporting fund operations, investor reporting, compliance, and financial analysis. Responsibilities include:</p><ul><li>Reviewing monthly property operating reports, budgets, and cash flows.</li><li>Partnering with the fund administrator on quarterly investor reporting, allocations, and waterfall calculations.</li><li>Preparing and analyzing fund- and property-level performance returns; supporting financial modeling and projections.</li><li>Assisting with quarterly valuations and SEC compliance filings.</li><li>Coordinating year-end audits and tax returns with auditors and tax advisors.</li><li>Overseeing capital calls, distributions, and co-investment activity.</li><li>Interfacing with operating partners, investors, and service providers to meet reporting and diligence requests.</li></ul>
<p><strong>Associate or Vice President, Data Governance</strong></p><p><strong>Compensation:</strong> Associate: $130–160K + Bonus + Excellent Benefits; VP: $160–190K + Bonus + Excellent Benefits</p><p><br></p><p><strong>About the Company</strong></p><p>Our client is a <strong>San Francisco–based family office</strong> serving multiple generations of an entrepreneurial family with a long-standing legacy of excellence and integrity. With over 150 professionals across diverse disciplines, the firm delivers <strong>comprehensive financial and investment services</strong>—including wealth management, financial planning, tax compliance, and philanthropic support.</p><p><br></p><p>Guided by the values of <strong>partnership, courage, humility, and doing what is right</strong>, the firm manages a sophisticated portfolio spanning multiple asset classes and investment strategies. Its mission is to <strong>steward capital responsibly, foster enduring relationships, and help clients and partners thrive across generations</strong>.</p><p><br></p><p><strong>About the Role</strong></p><p>This is a <strong>new and pivotal position</strong> on the firm’s <strong>Business Technology Integration (BTI)</strong> team, offering an exceptional opportunity to shape and implement an enterprise-wide <strong>Data Governance framework</strong> from the ground up.</p><p>Data governance is viewed here not just as compliance—it’s the <strong>foundation of trust, collaboration, and operational excellence</strong>. The successful candidate will help safeguard critical data, strengthen organizational resilience, and enable secure, data-informed decision-making across the enterprise.</p><p><br></p><p>Working closely with BTI, IT, and Legal, you’ll help <strong>design, refine, and operationalize</strong> governance programs and tools that ensure data integrity, security, and usability across the firm’s technology ecosystem (including Microsoft 365, Salesforce, Sage Intacct, and other core platforms).</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage and review work of outsourced fund administrators.</li><li>Maintain general ledgers and perform monthly closings, including reconciliations of bank, intercompany, investment, and partners’ capital accounts.</li><li>Prepare financial statements and quarterly investor reporting packages per LP agreements.</li><li>Assist with valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Support SEC compliance and reporting.</li><li>Oversee capital calls and distributions.</li><li>Collaborate with FP& A on portfolio dashboards and special projects.</li></ul><p><strong>Team Structure</strong></p><ul><li>Reports to: CFO & Principal, Finance</li><li>Fund Accounting: 2 Assistant Controllers</li><li>Corporate Finance: Controller, Staff Accountant, Benefits/Payroll Manager</li><li>Fund Admin: Gen II Fund Services</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Senior Accountant</strong> at a privately held<strong> real estate investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a growing real estate investment firm with ~$1B AUM and several active funds. The team invests across opportunistic, value-add, transitional assets, high-yield debt, and long-term high-quality properties. Backed by institutions, family offices, and HNW investors, they move fast and deliver results.</p><p> </p><p>This is a chance to work closely with experienced leaders, gain hands-on exposure to fund and real estate operations, and grow in a collaborative, innovative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial analysis, valuations, and performance reporting</li><li>Review accounting, budgets, and property cash flows</li><li>Manage investor reporting, allocations, and waterfalls with fund administrators</li><li>Oversee capital calls, distributions, and carry calculations</li><li>Coordinate audits, tax filings, and compliance reporting</li><li>Collaborate with operating partners on property operations and compliance</li><li>Handle LP reporting and diligence requests</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae </strong>with <strong>Robert Half Finance & Accounting</strong> is partnering with a growing, privately held real estate investment firm in San Francisco to hire a Senior Accountant. This is a fantastic opportunity for someone with real estate investment accounting experience who wants to step into a high-impact role and grow their career in a fast-moving, dynamic environment.</p><p><br></p><p>Founded by a seasoned real estate investor, the firm manages <strong>$700M–$1B in assets</strong> across multiple active funds. Their investors include <strong>institutional investors, family offices, and ultra-high-net-worth individuals</strong>. With a diverse portfolio spanning opportunistic, value-add, debt, and long-term assets, the team is known for tackling complex deals with creativity, speed, and certainty.</p><p><br></p><p><strong>The Role</strong></p><p>As a Senior Accountant, you’ll be at the center of <strong>fund operations, investor reporting, and financial analysis</strong>. You’ll have the opportunity to work closely with fund administrators, operating partners, and investors while developing skills that can propel you toward a long-term career in real estate finance.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Review monthly property operating reports, budgets, and cash flows.</li><li>Partner with fund administrators on quarterly investor reporting, allocations, and waterfall calculations.</li><li>Prepare and analyze fund- and property-level performance metrics; support financial modeling and projections.</li><li>Assist with quarterly valuations, year-end audits, tax returns, and SEC compliance filings.</li><li>Oversee capital calls, distributions, and co-investment activity.</li><li>Interface with operating partners, investors, and service providers to support reporting and due diligence requests.</li></ul>
<p><strong>Senior Payroll Manager for Family Office </strong></p><p>📍 San Francisco, Financial District | Hybrid (3 days in-office)</p><p>💼 $150,000 – $175,000 + Bonus + Excellent Benefits</p><p> </p><p>Join a well-established <strong>family office</strong> with an outstanding culture and collaborative team. We’re seeking a <strong>Senior Payroll Manager</strong> to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations.</p><p><br></p><p> <strong>Interested in learning more?</strong></p><p>Please reach out to <strong>Jennifer Fukumae at Robert Half</strong> on LinkedIn for a confidential conversation and apply directly to be considered.</p><p> </p><p><strong>Responsibilities Include: </strong></p><p><strong>Payroll Management</strong></p><ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul><p><strong>Retirement Plan & Benefits</strong></p><ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul><p><strong>Finance & Reporting</strong></p><ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul>
<p><strong>Accounting Manager – Fund & Property Accounting</strong></p><p><em>Private Real Estate Investment Firm | San Francisco, CA</em></p><p>A prestigious private real estate investment firm is seeking an <strong>Accounting Manager</strong> to join its San Francisco office. This is a high-impact opportunity for a detail-oriented professional with fund and property-level accounting experience to contribute to a growing team managing complex real estate investments.</p><p><br></p><p><strong>About the Role</strong></p><p>You’ll work closely with the CFO and fund administrator to oversee fund and property-level accounting, financial reporting, valuations, and investor communications. The firm invests across diverse real estate asset classes and structures, offering exposure to institutional, family office, and UHNW investors.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review monthly operating reports, variance analyses, and property cash flows</li><li>Lead quarterly investor reporting, waterfall calculations, and fund allocations</li><li>Prepare fund and property performance metrics and financial projections</li><li>Support quarterly valuation processes and SEC compliance filings</li><li>Manage capital calls, distributions, and carry calculations</li><li>Coordinate year-end audits and tax return preparation</li><li>Interface with operating partners and respond to investor and compliance inquiries</li><li>Assist with credit facility servicing and ad hoc financial analysis</li></ul><p><br></p><p><strong>Interested in this opportunity?</strong></p><p> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and share more!</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a global private equity firm that is expanding its finance team. This is a fantastic opportunity for professionals in public accounting to transition into investment accounting, taking on immediate responsibility with strong career growth potential. The firm offers a supportive, career-focused culture with mentorship, advancement opportunities, and generous rewards for quality work.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage Fund and General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review quarterly and annual financial statements.</li><li>Support annual audits and tax filings.</li><li>Monitor cash position for assigned funds.</li><li>Calculate, record, and process fund and investment capital calls and distributions.</li><li>Partner with Investor Relations to respond to limited partner inquiries.</li><li>Prepare and deliver ad-hoc analyses and reports.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Fund Accountant </strong>at a <strong>Thriving Private Equity firm</strong>. This is a full-time permanent role based in <strong>San Francisco </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis.</p><p><br></p><p>Responsibilities:</p><p>• Carry out month-end closing procedures</p><p>• Conduct general ledger reconciliations</p><p>• Perform bank reconciliations to ensure financial accuracy</p><p>• Manage AP and billing operations for clients</p><p>• Conduct detailed accounting analysis for financial clarity</p><p>• Provide services to a diverse group of clients</p><p>• Utilize Excel for various accounting tasks</p><p>• Maintain and update client records regularly.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTANT</strong></p><p><strong>115K-130K + BONUS, AMAZING BENEFITS (25 days PTO, 100% 401k match)</strong></p><p><br></p><p>Well established investment foundation (ranked top 15 in the US) with over 13B in AUM is seeing a strong Senior Accountant to join their expanding team. This is a newly created position due to growth. This position is responsible for managing general ledger and reporting, overseeing treasury relations with banking partners, participating in the annual financial statement audit, managing the budget process, and providing analytical support to senior staff for strategic planning. </p><p> </p><p><strong><u>Essential Duties and Responsibilities</u></strong></p><p>· Manage general ledger operations and ensure accurate financial reporting</p><p>· Prepare journal entries, reconciliations to confirm transactions are properly classified. </p><p>· Support the annual financial statement audit by preparing documentation and schedules for auditors. </p><p>· Support the annual budget preparation process in collaboration with senior staff. </p><p>· Monitor budget performance, undertake benchmarking and variance analysis, provide financial insights to support decision-making. </p><p>· Manage banking relationships and coordinate with external banking partners for foundation's treasury needs. </p><p>· Oversee the chart of accounts and general ledger and administer financial reporting to ensure accuracy and adherence to accounting standards and regulations. </p><p>· Supports the annual budget preparation process in collaboration with senior staff. </p><p>· Join cross-functional project teams, contributing to the assessment, evaluation, and improvement of existing processes and business controls.</p><p>· Make recommendations on accounting for complex transactions and determining accounting treatments for new activities.</p><p>· Participate in knowledge sharing and cross-train in the responsibilities of other Finance roles to enhance team collaboration and support.</p><p><br></p><p><strong><u>Required Skills</u></strong></p><p>· CPA license or successful completion of the Uniform CPA exam is required.</p><p>· Bachelor’s Degree with a minimum of four years of increasingly responsible accounting and/or auditing experience required. </p><p>· Proficient in accounting, including journal entries, account reconciliation, general ledger, financial statements preparation.</p><p>· Strong analytical and problem-solving skills with attention to detail and accuracy. </p><p>· Strong communication skills, both written and verbal</p><p><br></p>
