Family Office Accountant, Real Estate Investment

apartmentRobert Half placeSan Francisco calendar_month 

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

Title: Family Office Accountant
Location: San Francisco Hybrid

Salary: $90-120k (Stretch) + Bonus

About the Company: This firm is a forward-thinking real estate investment and development company that strategically targets markets with high growth and limited supply. Their commitment is to sustainability and exceptional architecture that revitalizes communities while delivering outstanding returns on investment.

Key Responsibilities:

  • Assist the Controller with accounting and financial reporting tasks for the Family Office and Investment Funds.
  • Maintain general ledgers and accounting entries for the family's portfolio of properties and investments.
  • Manage the alternative investment portfolio and bill payments, monitor bank account balances.
  • Review monthly bank/brokerage statements and manage tax documents.
  • Assist in the preparation of year-end tax work papers and schedules for the external tax team.

Qualifications:

  • A four-year accounting degree or similar educational background.
  • At least 4 years of accounting/operations experience.
  • Experience in accounts payable and general ledger accounting functions.
  • Advanced proficiency with Google and Apple products, Google Suite, Microsoft Office Suite, Zoom, and other online communication and PM tools.
  • Knowledge of Yardi Voyager and QuickBooks accounting software is preferred.

Unique Selling Points of the Company:

  • As an established fund operator, this firm provides a challenging and innovative work environment.
  • The firm is dedicated to making a positive impact through sustainable projects and community support.
  • With a high level of diversity, offers the opportunity to work in a collaborative and congenial environment that promotes personal and professional growth.

If interested, please contact Yuzo Shimura on LinkedIn at Robert Half

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