Family Office Accountant
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
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 LinkedIn.
Qualifications:
- 4+ years of accounting experience with strong AP and general ledger experience
- Experience working in a multi-entity environment
- Family office, investment management, or outsourced accounting experience is a plus
- Strong knowledge of journal entries, reconciliations, and expense management
- Experience with QuickBooks Online, Bill.com, or similar systems
- Advanced Excel skills, including PivotTables, XLOOKUP, and SUMIFS
- Highly organized, detail-oriented, and comfortable handling confidential information
- Hands-on, proactive, and low-ego with a willingness to take ownership
Interested 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.
Compensation
$100,000.00-$125,000.00 YearlyAbout Us
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 and get 1-tap apply, notifications of AI-matched jobs, and much more.
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 and Privacy Notice.
