Private Client Accounting Manager | Hybrid SF

Vaco; 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

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