Family Office Leader: Elite Client Finance Manager

Frank, Rimerman + Co. LLP; San Francisco (CA); Presencial; USD 130.000 - 160.000; Jornada completa

Descripción de la vacante

Frank, Rimerman + Co. LLP in San Francisco seeks a Family Office Manager to oversee financial reporting, client relations, and advisory services for ultra-high net worth families. You will lead engagements, ensure timely delivery of reports, and collaborate with partners to drive growth and service quality.

The role requires CPA and 5–7 years of accounting experience, with strong Excel and ERP skills, and a client-focused mindset in a fast-paced environment.

Formación

• Bachelor's or Masters degree in Accounting or related field is required.
• CPA certification is required.
• 5-7 years of accounting experience in a professional or business environment, family office or similar client service experience is preferred.
• Advanced MS Excel skills are required.
• Excellent communication and client service skills with a high sense of urgency.

Responsabilidades

• Build trusted relationships with clients and become a primary point of contact for day-to-day family office matters.
• Own engagements and proactively identify opportunities to add value beyond routine accounting and reporting.
• Deliver monthly, quarterly, and year-end financial reporting with high accuracy and on schedule.
• Identify and implement process improvements to increase efficiency and reduce risk.
• Forecast cash needs and address liquidity and funding matters; mentor and develop team members.

Descripción del empleo

Frank, Rimerman + Co. LLP in San Francisco seeks a Family Office Manager to oversee financial reporting, client relations, and advisory services for ultra-high net worth families. You will lead engagements, ensure timely delivery of reports, and collaborate with partners to drive growth and service quality.

The role requires CPA and 5–7 years of accounting experience, with strong Excel and ERP skills, and a client-focused mindset in a fast-paced environment.