Senior Family Office Manager, UHNW Client Services

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

Job summary

Frank, Rimerman + Co. LLP in San Francisco seeks a Family Office Manager to oversee client engagements for ultra-high net worth individuals, manage accounting and financial reporting, and coordinate cross‑functional teams.

The ideal candidate holds a CPA, has 5–7 years of accounting experience in family office or high‑net‑worth service, is proficient in Excel plus QuickBooks and Intacct, and communicates with tact and urgency.

Qualifications

• Bachelor's or Master's in Accounting is required.
• CPA certification is required or highly preferred.
• 5–7 years of accounting experience in a professional or business environment.
• Family office services or high-net-worth client experience is ideal.
• Investment tracking and performance measurement experience preferred.
• Advanced MS Excel skills are essential.
• Experience with QuickBooks and Intacct is expected.
• Ability to adapt to AI/Automation tools.
• Excellent communication and client service skills with a strong sense of urgency.

Responsibilities

• Build trusted relationships with clients and be their point of contact.
• Own engagements and anticipate client needs, add value beyond routine work.
• Produce timely financial reporting and client deliverables (monthly, quarterly, year-end).
• Identify and implement process improvements to reduce risk.
• Forecast cash needs and address liquidity and funding matters.
• Mentor and develop team members through coaching.
• Collaborate with Partners and cross‑functional teams for client needs and growth.

Skills

Client service

Communication

Advanced Excel

Independence

Education

Bachelor's or Master's in Accounting

CPA certification

Tools

QuickBooks

Intacct

Job description

Frank, Rimerman + Co. LLP in San Francisco seeks a Family Office Manager to oversee client engagements for ultra-high net worth individuals, manage accounting and financial reporting, and coordinate cross‑functional teams.

The ideal candidate holds a CPA, has 5–7 years of accounting experience in family office or high‑net‑worth service, is proficient in Excel plus QuickBooks and Intacct, and communicates with tact and urgency.