Family Office Accountant San Francisco, CA

Staff Accountant | Family Office | Marin;
Hybrid

Join a highly respected private single-family office supporting a prominent multi-generational family with a strong legacy of philanthropy and civic engagement. This is a unique opportunity to join a small, close-knit team known for its collaborative culture, thoughtful leadership, and excellent work-life balance.

The office is bringing its accounting and tax functions in-house, creating an opportunity to help build processes and infrastructure from the ground up. You'll gain broad exposure across AP, general ledger, cash management, reconciliations, and multi-entity accounting, with strong mentorship, autonomy, and flexibility.

Responsibilities

• Manage accounts payable across multiple entities, including invoices, payment runs, and vendor records
• Prepare journal entries and perform bank, credit card, investment, and balance sheet reconciliations
• Support month-end, quarter-end, and year-end close
• Manage expense reporting and credit card activity across family and corporate entities
• Assist with cash management, liquidity monitoring, and short-term forecasting
• Support budget-to-actual reporting and variance analysis
• Coordinate with tax advisors, investment managers, and other external partners
• Help build accounting processes, controls, automation, and ERP workflows
• Support special projects as the family office continues bringing functions in-house

For fastest consideration, reach out to Michelle Espejo via email or Linked In.