Robert Half is Hiring a Family Office Finance Manager - San Francisco Near San Francisco, CA
For immediate consideration, message me directly on LinkedIn - Jeffrey AbramsThis is a dynamic role and will leverage your strengths and interest areas. We are seeking a diligent and detail-oriented Family Office, Finance Manager based in San Francisco. This role will be primarily responsible for overseeing all financial reporting, treasury management, tax compliance and planning, estate planning, and residential and commercial property management for 2 Principals and in the slow periods of the year, you will support the finance team with rate of return analysis and other modeling work. As part of our team, you will play a crucial role in managing accounting tasks and financial reporting for a busy family office.Responsibilities:• Assist with various accounting related tasks and financial reporting tasks for the Family Office and Investment Funds• Maintain the general ledgers and accounting entries for the Family and their portfolio of residential and commercial property, and investments• Oversee the alternative investment portfolio, pay capital calls, and subscribe to new investments as identified by the family• Manage bill payments and monitor bank account balances• Track all government and compliance tax filings• Assist in the preparation of year-end tax workpapers and supporting schedules for the external tax team• Prepare quarterly personal financial statements and other ad hoc reports• Perform various special projects, ad-hoc and/or administrative functions as requestedBenefits are great at this firm. Generous bonuses, retirement contribution, MDV contributions, career growth opportunities and continuous education, and more.