Manager, Client Accounting

Vaco LLC; Rancho Santa Margarita (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Vaco, a private investment and advisory organization, is seeking an Accounting Manager for Private Client Services in San Francisco. The role combines hands-on accounting, review responsibilities, client relationship management, and process improvement in a hybrid office setting with in-office expectations three days per week.

The ideal candidate has 5+ years of accounting experience in family office or private-client settings, strong judgment, and a passion for using technology to automate and

Qualifications

• 5+ years of accounting experience in family office or private-client settings.
• Hands-on accounts payable and accounting operations experience.
• Ability to manage multiple client relationships with accuracy.
• Experience with accounting systems, Excel, and workflow/tools automation.
• Strong judgment, communication, and relationship-building skills.

Responsibilities

• Manage accounting for a portfolio of private clients and related entities.
• Review work for accuracy and client-specific treatment.
• Provide hands-on transactional accounting support as needed.
• Research non-routine accounting matters and propose practical solutions.
• Collaborate with advisory and finance teams to communicate recommendations.
• Build trusted relationships with internal stakeholders.
• Identify opportunities to simplify and automate recurring workflows.
• Support implementation of accounting systems and workflow tools.
• Mentor junior accounting professionals with review and guidance.
• Improve cross-team consistency, efficiency, and client service.

Skills

Hands-on accounting

Client relationships

Communication

Problem solving

Automation interest

Tools

Excel

Accounting systems

Workflow tools

Job description

Accounting Manager, Private Client Services

Our client, a private investment and advisory organization, is seeking an Accounting Manager to support accounting and financial operations for a portfolio of private clients and related entities.

Location: San Francisco, CA. This role is hybrid, with in-office expectations of three days per week.

Job Description: This highly service-oriented role will combine hands‑on accounting, review responsibilities, client relationship management, and process improvement. The ideal candidate brings strong private-client accounting experience, sound judgment, and an interest in using technology and automation to create more scalable and efficient accounting processes.

Responsibilities:

• Manage accounting responsibilities for an assigned portfolio of private clients and related entities, including payment and accounts payable activity
• Review accounting work for accuracy, completeness, appropriate treatment, and alignment with client-specific requirements
• Provide hands‑on transactional accounting support when needed to resolve complex items or maintain continuity
• Research non‑routine accounting matters and develop practical solutions based on the underlying client need
• Partner with advisory and finance teams to understand requests, anticipate downstream implications, and communicate recommendations
• Build trusted relationships with internal stakeholders through responsive communication and consistent follow‑through
• Identify opportunities to simplify, standardize, and automate recurring accounting workflows
• Support the implementation and refinement of accounting systems, workflow tools, technology-enabled controls, and other process improvements
• Serve as a resource to junior accounting professionals by providing review, guidance, and knowledge sharing
• Collaborate across accounting and finance teams to improve consistency, efficiency, and overall client service

Requirements:

• 5+ years of accounting experience, preferably within family office, private-client accounting, wealth management, professional services, or another highly service-oriented environment
• Strong hands‑on experience with accounts payable, accounting operations, financial controls, and accounting for individuals or privately held entities
• Experience managing multiple client relationships, priorities, and non‑routine requests while maintaining a high level of accuracy and service
• Proficiency with accounting systems, Excel, workflow tools, and technology enabled processes, with an interest in automation and modernization
• Strong judgment, problem‑solving, communication, and relationship building skills, with the ability to partner effectively with client‑facing and advisory teams

Compensation:

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:

• The individual’s skill sets, experience, and training;
• Licensure and certifications;
• Office location and other geographic considerations;
• Other business and organizational needs.

With that said, as required by local law in geographies that require salary range disclosure, Vaco by Highspring notes that the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.