Description NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission! LinkedIn: Jonathan Christian (JC) del Rosario A well-established financial services firm is seeking a Family Office Accounting Manager to join its Family Office Services team. This role is ideal for a detail-oriented, service-driven Individual who thrives in a collaborative environment and is passionate about supporting the complex financial needs of high-net-worth individuals and families. The firm offers a full suite of personalized financial solutions, including investment management, estate planning support, and operational accounting. With a focus on long-term relationships, continuous improvement, and a culture grounded in integrity and inclusion, the organization provides a rewarding and growth-oriented environment. Position Overview In this role, you will manage the financial operations for a portfolio of clients with multi-entity structures, including trusts, partnerships, and LLCs. Success in this position requires a strong foundation in accounting, exceptional organizational skills, and the ability to build and maintain trusted client relationships. You’ll work closely with clients, internal teams, and external advisors to oversee financial reporting, budgeting, bill pay, and banking needs—while contributing to operational excellence and innovation across the team. Key Responsibilities + Serve as a primary contact for clients, delivering timely, responsive communication + Develop and monitor client budgets and cash flow projections + Ensure accurate recordkeeping in coordination with internal bookkeeping staff + Prepare and present monthly and quarterly financial reports tailored to individual client needs + Oversee bill payment, invoicing, and cash management across various legal entities + Support banking and lending needs by identifying and coordinating financial solutions + Collaborate with internal experts in investment, tax, and estate planning to deliver integrated financial support + Contribute to continuous improvement efforts, including process enhancements and cross-functional projects Compensation & Benefits + Competitive base salary plus performance-based bonus + Comprehensive health, dental, and vision insurance + 401(k) plan with employer matching + Generous and flexible paid time off, including sabbatical eligibility + Hybrid work model with a strong emphasis on work-life balance + Inclusive team culture with a commitment to development Requirements Candidate Qualifications + Bachelor’s degree in Accounting, Finance, or a related field; credentials such as CPA or CFP are highly preferred + At least 6 years of relevant experience in family office services, wealth management, public accounting, or investment operations + Strong knowledge of financial processes and bookkeeping systems tailored to the needs of high-net-worth individuals and families + Proficiency in platforms such as QuickBooks, Bill.com, and Excel; familiarity with reporting tools like Black Diamond is a plus + Excellent written and verbal communication skills, with the ability to present complex financial information in a clear, concise manner + High level of accuracy and attention to detail, with strong organizational and time-management abilities + Experience managing financial operations across complex entity structures such as trusts, partnerships, and LLCs + Collaborative and service-oriented, with a proactive approach to solving problems and delivering client-focused solutions Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .