Controller, Family Office

Reach 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!

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.

Responsibilities

• Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting
• Review and analyze financial statements prior to submission to external CPAs
• Support tax compliance and planning, including reviewing returns prepared externally
• Collaborate with internal stakeholders to address the financial and operational needs of multiple entities
• Oversee accounting for specialized portfolio industries, including real estate and niche operations

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

• 10+ years of accounting experience in a multi-entity environment Family office
• Strong general ledger and reconciliation expertise
• Sage Intacct experience is required
• CPA or progress toward certification preferred, with a focus on tax
• Strong interpersonal skills and a collaborative work style

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.