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Family Office Controller

Robert Half

DescriptionReach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Family Office | San Francisco | Base + Bonus + Great Perks!Our client is a well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued.This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment.ResponsibilitiesManage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reportingReview and analyze financial statements prior to submission to external CPAsSupport tax compliance and planning, including reviewing returns prepared externallyCollaborate with internal stakeholders to address the financial and operational needs of multiple entitiesOversee accounting for specialized portfolio industries, including real estate and niche operationsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.Requirements10+ years of accounting experience in a multi-entity environment Family officeStrong general ledger and reconciliation expertiseSage Intacct experience a plusCPA or progress toward certification preferred, with a focus on taxStrong interpersonal skills and a collaborative work styleInterested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.Job typePerm

Vacancy posted 4 days ago
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