Exclusive Family Office-Tax Accountant

Robert Half Finance & Accounting
San Francisco
12 Oct 2019
14 Oct 2019
Job role
Contract type
Full time
Ref ID: 00227354

Classification: Exclusive Family Office–Tax Accountant

Compensation: $100000.00 to $140000.00 yearly

For immediate consideration please email your resume to [Click Here to Email Your Resum?] or call me at


Headquartered in San Francisco.? The family encompasses three generations and has a desire to empower and encourage second generation participation in the family office in preparation for an eventual transition of leadership.
The family office oversees a large, highly complex trust structure with over 120 entities including onshore (U.S.) and offshore trusts, family partnerships and a U.S. family foundation.? The Foundation?s mission is to support innovative social change and social justice globally.? The current family office is highly functioning, efficient and well organized and is comprised of 18 full–time employees.? The family also utilizes a broad array of external resources including trust and estate attorneys, investment advisors, tax CPA?s, and foundation and human resources consultants.


The Tax Accountant is a newly created role due to growth.? The existing tax team has two Tax Managers, one Senior Tax Manager, and a Director of Tax.? There is also regular interaction, scheduled and unscheduled, with the family and the rest of the family OfficeTeam in San Francisco.


** Preparation of K–1 activity journal entries and year–end closing entries; preparation of journal entries related to tax accounting; and preparation of monthly partnership accounting for investment partnerships.
** Support the tax planning, compliance, and preparation efforts for family members and their related partnerships, trusts, estates, charitable entities and investments as needed.
** Preparation of trust, individual, partnership, LLC, corporate, foundation, and gift tax returns and work papers as needed
For immediate consideration please email your resume to [Click Here to Email Your Resum?] or call me at


** 1+ years of tax experience in either partnership, trust, individual, or corp
** CPA or EA is NOT needed but a nice to have ??
** Professionalism, dependability, integrity and trustworthiness with confidential info
** motivated self–starter, Deadline Orientated, Multi–task, Organized and attention to detail

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full–time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune? magazine?s list of ?World's Most Admired Companies? since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

? 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans

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