waypointjobs

Career Group

Accounting Manager

san francisco, CA

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Job description

Base Pay Range

$185,000.00/yr - $205,000.00/yr

Our client, an accounting firm based in San Francisco, is seeking a highly skilled and collaborative Accounting Manager to join their growing multi‑family office team. This department provides full‑service accounting, financial reporting, and compliance support to three ultra‑high net worth clients and their affiliated entities. This is a full‑time, direct‑hire opportunity for an experienced accounting leader who thrives in a dynamic, detail‑oriented, and highly professional environment.

***This role is a partial‑remote position with monthly onsite in San Francisco, CA.*** Key Responsibilities:

Build and maintain monthly, quarterly, and annual expense and investment reporting for trusts and LLCs across various banks, brokerage accounts, and investment vehicles.

Oversee cash management, bill payments, and daily operations for client entities.

Directly supervise senior and staff accountants, reviewing and guiding their work.

Manage compliance reporting for LLCs registered in multiple states.

Handle ad‑hoc financial and investment reporting requests.

Support long‑term projects, including implementing investment reporting software.

Assist with major client transactions (e.g., real estate or aircraft purchases/sales, investment subscription documents).

Collaborate with household staff and external partners as needed.

Prepare tax schedules and support tax reporting and payment processes.

Work closely with attorneys, tax experts, aviation specialists, art conservators, and other advisors to ensure excellent client outcomes.

Qualifications:

5–7+ years of accounting and financial reporting experience.

Supervisory experience overseeing senior and staff‑level accountants.

Family office accounting experience preferred; small business or personal accounting also acceptable.

Big 4 public accounting experience a strong plus.

CPA preferred.

Proficiency with QuickBooks Online preferred.

Ability to work independently, prioritize in a fast‑paced environment, and respond promptly to shifting needs.

Strong analytical skills with the ability to understand both high‑level strategy and detailed execution.

Exceptional interpersonal and communication skills; must maintain an ultra‑professional client‑facing presence.

Bonus: Discretionary

Benefits: Medical, dental, and vision plans with a company stipend; 401(k) with match; flexible spending plans

You can use to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance

Industries

Staffing and Recruiting

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Worksite address

san francisco, CA, 94199, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

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