Description Job Title: Senior Accountant – Family Office Location: San Francisco, CA | Hybrid Compensation: $110,000 – $135,000 + Bonus Jennifer Fukumae with Robert Half is partnering with a well-established multi-family office based in San Francisco that serves ultra-high-net-worth individuals and families. The firm offers a highly personalized suite of services—from investment oversight and estate planning to bill pay and lifestyle support—built on discretion, trust, and long-term relationships. With a collaborative, mission-driven culture and a commitment to operational excellence, this is an ideal opportunity for a finance professional who enjoys working in a service-oriented, detail-focused environment. About the Opportunity We’re seeking a Senior Accountant to join the firm’s Family Office Services team. You’ll play a key role in supporting the financial operations of a select group of clients—handling day-to-day accounting, reporting, and cash management activities across a variety of entities. This is a great fit for someone who is process-oriented, enjoys working behind the scenes, and takes pride in delivering high-quality work that helps clients manage and preserve wealth. Key Responsibilities + Maintain general ledgers and record transactions for individual and entity-level accounts (LLCs, partnerships, trusts) + Assist in preparing monthly and quarterly financial reports tailored to client needs + Reconcile bank and brokerage accounts; manage journal entries and intercompany transactions + Process accounts payable, including reviewing and initiating bill payments and reimbursements + Track cash flow, monitor account balances, and flag liquidity needs + Support the preparation of annual budgets and assist with financial planning activities + Partner with internal teams and external advisors (tax, legal, investment) to coordinate documentation and client deliverables + Participate in projects aimed at improving reporting accuracy, process efficiency, and system integration Requirements Qualifications + Bachelor’s degree in Accounting, Finance, or a related field + 4–6 years of accounting experience, preferably in family office, private wealth, or public accounting + Proficiency in QuickBooks, Excel, and bill pay systems (e.g., Bill.com) + Familiarity with investment reporting or general knowledge of capital markets a plus + Highly organized, detail-oriented, and comfortable managing multiple workflows + Excellent communication skills and discretion when handling confidential information + A proactive, collaborative mindset with a client-service orientation Why Join This Firm? + Work closely with seasoned professionals and high-net-worth clients + Gain exposure to complex financial structures and planning strategies + Collaborative team culture with strong work-life balance + Competitive compensation, bonus potential, and great benefits + Hybrid schedule with a beautiful office in San Francisco 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) .