Family Office Manager: Client Finance & Strategy

Frank, Rimerman + Co. LLP; San Francisco (CA); On-site; USD 130,000 - 160,000; Full time

Job summary

Frank, Rimerman + Co. LLP is seeking a Family Office Manager in the San Francisco Bay Area. The role focuses on high-net-worth clients, managing daily accounting, reporting, cash flow, and strategic financial services with a client-centric, quality-driven approach.

The ideal candidate will demonstrate strong accounting knowledge, CPA credentials, and 5–7 years of experience in family office or related client service settings, along with advanced Excel and QuickBooks/Intacct proficiency.

Qualifications

• Bachelor's or Masters degree in Accounting or related field.
• CPA certification.
• 5-7 years of accounting experience in a professional or business environment. Family office services or similar, individual client service experience.
• Investment tracking and performance measurement experience.
• Organization skills and extreme attention to detail.
• Ability to work independently and as a team player.
• Advanced MS Excel skills.
• Expert user of QuickBooks and Intacct software systems.
• Ability to adapt to new AI/Automation tools.
• Excellent communication skills and client service skills with a high sense of urgency.

Responsibilities

• Build trusted relationships with clients and become a recognized point of contact for day-to-day family office matters.
• Demonstrate strong ownership of engagements and anticipate client needs; proactively identify opportunities to add value beyond routine accounting and reporting services.
• Consistently deliver financial reporting and client deliverables on time and with a high degree of accuracy. This includes monthly, quarterly, and year-end financial information.
• Identify and implement process improvements that increase efficiency and reduce operational risk.
• Effectively forecast cash needs and proactively address liquidity, and funding matters.
• Develop team members through mentoring, coaching, and knowledge sharing.
• Collaborate with Partners and cross-functional teams to support client needs, business development opportunities, and practice growth.

Skills

Excel

CPA certification

Independent work

Education

Bachelor's or Masters in Accounting

CPA certification

Tools

QuickBooks

Intacct

AI/Automation tools

Job description

Frank, Rimerman + Co. LLP is seeking a Family Office Manager in the San Francisco Bay Area. The role focuses on high-net-worth clients, managing daily accounting, reporting, cash flow, and strategic financial services with a client-centric, quality-driven approach.

The ideal candidate will demonstrate strong accounting knowledge, CPA credentials, and 5–7 years of experience in family office or related client service settings, along with advanced Excel and QuickBooks/Intacct proficiency.