Hybrid Accounting Manager – Family Office & UHNW Trusts

Career Group; San Francisco (CA); Hybrid; USD 185,000 - 205,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401(k) with match

Flexible spending plans

Job summary

A prominent accounting firm in San Francisco is seeking an experienced Accounting Manager to join their team. This full-time, partially-remote role calls for 5–7 years of accounting experience, preferably with family offices or in a supervisory capacity. Responsibilities include overseeing financial reporting, managing compliance, and supervising staff. Candidates must possess exceptional analytical and interpersonal skills, and CPA certification is preferred. Strong candidates may enjoy a competitive salary and comprehensive benefits package.

Qualifications

• 5–7+ years of accounting and financial reporting experience.
• Supervisory experience overseeing senior and staff level accountants.
• Family office accounting experience preferred.

Responsibilities

• Build and maintain expense and investment reporting for trusts and LLCs.
• Oversee cash management, bill payments, and daily operations.
• Directly supervise senior and staff accountants.

Skills

Accounting and financial reporting experience

Supervisory experience

Analytical skills

Interpersonal skills

QuickBooks Online proficiency

Education

CPA

Tools

QuickBooks Online

Job description

A prominent accounting firm in San Francisco is seeking an experienced Accounting Manager to join their team. This full-time, partially-remote role calls for 5–7 years of accounting experience, preferably with family offices or in a supervisory capacity. Responsibilities include overseeing financial reporting, managing compliance, and supervising staff. Candidates must possess exceptional analytical and interpersonal skills, and CPA certification is preferred. Strong candidates may enjoy a competitive salary and comprehensive benefits package.