Controller - Careers at Robert Half
Robert Half
Controller - Careers at Robert Half
Job Description
Controller - Family Office Opportunity at Robert Half
Join a prestigious private single-family office in San Francisco, California serving a multi-generational legacy family. Robert Half is excited to present this hands-on Controller role for an expanding team seeking an accounting leader with operational expertise and deep knowledge of multi-entity trusts. With a salary range of $200,000 - $250,000 + bonus, this position offers substantial rewards for professionals ready to build scalable financial operations in a high-trust environment. Ideal for CPAs or seasoned accountants passionate about family office dynamics, GAAP compliance, and process innovation.
About the Role
As the Controller for this family office, you will serve as the cornerstone of financial operations, overseeing complex structures including trusts, partnerships, and investment vehicles. This full-time role demands a proactive leader who thrives in ambiguity, excels in multi-entity accounting, and possesses the professionalism to handle sensitive legacy family matters. Reporting directly to senior leadership, you'll drive accuracy, efficiency, and growth while managing a small team. Leverage your expertise in Microsoft Dynamics 365 Business Central to modernize systems and support strategic decision-making. This is more than accounting—it's about crafting financial excellence for generational wealth preservation in the heart of San Francisco's vibrant financial scene.
Key Responsibilities
Your impact will span full-cycle accounting to strategic oversight:
- Lead full-cycle operations: GL maintenance, A/P, A/R, reconciliations, and journal entries across multiple entities.
- Deliver precise financial reporting under GAAP or tax basis for trusts, partnerships, and investments.
- Produce monthly/quarterly/annual statements, cash flow projections, and performance analytics for stakeholders.
- Track complex trust activities: distributions, contributions, inter-entity/debt transactions, and capital accounts.
- Orchestrate year-end closes and external audits seamlessly.
- Build budgets, variance analyses, and tools for capital planning and oversight.
- Strengthen internal controls and pioneer process improvements for scalability.
- Collaborate with tax advisors, legal teams, investment managers, and bankers.
- Manage tax calendars, filings (individual/trust/partnership), and payments.
- Spearhead Dynamics 365 BC administration, testing, and team training.
- Mentor staff, conduct reviews, and foster a high-performing division.
- Design workflows to propel the family office's operational growth.
Required Qualifications
We seek top-tier talent with:
- 8+ years in accounting, including family office or trust experience.
- CPA or equivalent; Bachelor's in Accounting/Finance required.
- Proven multi-entity trust and GAAP/tax basis mastery.
- Hands-on Dynamics 365 Business Central proficiency.
- Strong staff management and advisor liaison skills.
- Operational mindset for process optimization and internal controls.
- Impeccable professionalism for confidential, high-stakes work.
Experience with inter-company transactions, audit coordination, and budgeting is essential. San Francisco-based candidates preferred for this on-site role.
Why Join Us
Partner with Robert Half to advance your career in elite family office accounting. Enjoy a competitive $200K-$250K + bonus package, leadership autonomy, and exposure to sophisticated financial ecosystems. Contribute to a legacy family's success while building scalable systems that drive excellence. This role offers stability, growth, and the prestige of San Francisco's premier financial landscape. Contact Christina Tran at Robert Half today to explore this Controller opportunity and elevate your expertise in multi-entity trusts and family office operations. SEO keywords: Controller jobs San Francisco, family office accounting careers, GAAP trust accounting roles, Dynamics 365 Controller positions.
Locations
- San Francisco, California, United States
Salary
200,000 - 250,000 USD / yearly
200,000 - 250,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Full-cycle accountingintermediate
- Multi-entity trust managementintermediate
- GAAP complianceintermediate
- Financial reportingintermediate
- Microsoft Dynamics 365 Business Centralintermediate
- Year-end close and audit coordinationintermediate
- Budgeting and variance analysisintermediate
- Internal controls and process improvementintermediate
- Tax filing and complianceintermediate
- Staff management and developmentintermediate
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field; CPA preferred (experience)
- 8+ years of progressive accounting experience, with 3+ years in family office or multi-entity trust environments (experience)
- Strong operational acumen and familiarity with complex trust structures, partnerships, and investment vehicles (experience)
- Expertise in GAAP and Federal income tax basis of accounting (experience)
- Proficiency in Microsoft Dynamics 365 Business Central (experience)
- Proven track record in financial reporting, budgeting, and audit coordination (experience)
- Experience managing accounting teams and liaising with external advisors (tax, legal, bankers) (experience)
- High degree of professionalism, discretion, and ability to handle sensitive family office matters (experience)
- Excellent communication skills and ability to drive process improvements for scalability (experience)
Responsibilities
- Manage full-cycle accounting operations across multiple trusts and entities, including GL maintenance, A/P, A/R, reconciliations, and journal entries
- Oversee financial reporting for family entities, trusts, partnerships, and investment vehicles, ensuring GAAP/tax basis compliance
- Prepare monthly, quarterly, and annual financial statements, cash flow projections, and performance summaries
- Monitor multi-entity trust structures, tracking distributions, contributions, inter-entity transactions, debt, and capital accounts
- Coordinate year-end closes and audits with external auditors
- Develop budgets, variance reports, and support capital planning and decision-making
- Implement and maintain strong internal controls and process improvements
- Liaise with external advisors including tax professionals, legal counsel, investment managers, and bankers
- Manage annual tax calendar, filings, and payments for individuals, trusts, and partnerships
- Lead Microsoft Dynamics 365 Business Central maintenance, testing, and staff training
- Manage, train, and develop accounting staff, conduct reviews, and approve time off
- Build internal financial operations and design scalable systems for growth
Benefits
- general: Competitive salary range of $200,000 - $250,000 base + performance bonus
- general: Opportunity to join a prestigious multi-generational family office with growth potential
- general: Hands-on leadership role in a collaborative, expanding team environment
- general: Comprehensive professional development and training opportunities
- general: Work with high-caliber external advisors and investment professionals
- general: Support for implementing innovative systems and driving operational excellence
- general: Dynamic role serving legacy family with emphasis on long-term stability
- general: Prime location in San Francisco with exposure to sophisticated financial structures
Tags & Categories
Answer 10 quick questions to check your fit for Controller - Careers at Robert Half @ Robert Half.
Related Books and Jobs
Controller - Careers at Robert Half
Robert Half
Controller - Careers at Robert Half
Job Description
Controller - Family Office Opportunity at Robert Half
Join a prestigious private single-family office in San Francisco, California serving a multi-generational legacy family. Robert Half is excited to present this hands-on Controller role for an expanding team seeking an accounting leader with operational expertise and deep knowledge of multi-entity trusts. With a salary range of $200,000 - $250,000 + bonus, this position offers substantial rewards for professionals ready to build scalable financial operations in a high-trust environment. Ideal for CPAs or seasoned accountants passionate about family office dynamics, GAAP compliance, and process innovation.
About the Role
As the Controller for this family office, you will serve as the cornerstone of financial operations, overseeing complex structures including trusts, partnerships, and investment vehicles. This full-time role demands a proactive leader who thrives in ambiguity, excels in multi-entity accounting, and possesses the professionalism to handle sensitive legacy family matters. Reporting directly to senior leadership, you'll drive accuracy, efficiency, and growth while managing a small team. Leverage your expertise in Microsoft Dynamics 365 Business Central to modernize systems and support strategic decision-making. This is more than accounting—it's about crafting financial excellence for generational wealth preservation in the heart of San Francisco's vibrant financial scene.
Key Responsibilities
Your impact will span full-cycle accounting to strategic oversight:
- Lead full-cycle operations: GL maintenance, A/P, A/R, reconciliations, and journal entries across multiple entities.
- Deliver precise financial reporting under GAAP or tax basis for trusts, partnerships, and investments.
- Produce monthly/quarterly/annual statements, cash flow projections, and performance analytics for stakeholders.
- Track complex trust activities: distributions, contributions, inter-entity/debt transactions, and capital accounts.
- Orchestrate year-end closes and external audits seamlessly.
- Build budgets, variance analyses, and tools for capital planning and oversight.
- Strengthen internal controls and pioneer process improvements for scalability.
- Collaborate with tax advisors, legal teams, investment managers, and bankers.
- Manage tax calendars, filings (individual/trust/partnership), and payments.
- Spearhead Dynamics 365 BC administration, testing, and team training.
- Mentor staff, conduct reviews, and foster a high-performing division.
- Design workflows to propel the family office's operational growth.
Required Qualifications
We seek top-tier talent with:
- 8+ years in accounting, including family office or trust experience.
- CPA or equivalent; Bachelor's in Accounting/Finance required.
- Proven multi-entity trust and GAAP/tax basis mastery.
- Hands-on Dynamics 365 Business Central proficiency.
- Strong staff management and advisor liaison skills.
- Operational mindset for process optimization and internal controls.
- Impeccable professionalism for confidential, high-stakes work.
Experience with inter-company transactions, audit coordination, and budgeting is essential. San Francisco-based candidates preferred for this on-site role.
Why Join Us
Partner with Robert Half to advance your career in elite family office accounting. Enjoy a competitive $200K-$250K + bonus package, leadership autonomy, and exposure to sophisticated financial ecosystems. Contribute to a legacy family's success while building scalable systems that drive excellence. This role offers stability, growth, and the prestige of San Francisco's premier financial landscape. Contact Christina Tran at Robert Half today to explore this Controller opportunity and elevate your expertise in multi-entity trusts and family office operations. SEO keywords: Controller jobs San Francisco, family office accounting careers, GAAP trust accounting roles, Dynamics 365 Controller positions.
Locations
- San Francisco, California, United States
Salary
200,000 - 250,000 USD / yearly
200,000 - 250,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Full-cycle accountingintermediate
- Multi-entity trust managementintermediate
- GAAP complianceintermediate
- Financial reportingintermediate
- Microsoft Dynamics 365 Business Centralintermediate
- Year-end close and audit coordinationintermediate
- Budgeting and variance analysisintermediate
- Internal controls and process improvementintermediate
- Tax filing and complianceintermediate
- Staff management and developmentintermediate
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field; CPA preferred (experience)
- 8+ years of progressive accounting experience, with 3+ years in family office or multi-entity trust environments (experience)
- Strong operational acumen and familiarity with complex trust structures, partnerships, and investment vehicles (experience)
- Expertise in GAAP and Federal income tax basis of accounting (experience)
- Proficiency in Microsoft Dynamics 365 Business Central (experience)
- Proven track record in financial reporting, budgeting, and audit coordination (experience)
- Experience managing accounting teams and liaising with external advisors (tax, legal, bankers) (experience)
- High degree of professionalism, discretion, and ability to handle sensitive family office matters (experience)
- Excellent communication skills and ability to drive process improvements for scalability (experience)
Responsibilities
- Manage full-cycle accounting operations across multiple trusts and entities, including GL maintenance, A/P, A/R, reconciliations, and journal entries
- Oversee financial reporting for family entities, trusts, partnerships, and investment vehicles, ensuring GAAP/tax basis compliance
- Prepare monthly, quarterly, and annual financial statements, cash flow projections, and performance summaries
- Monitor multi-entity trust structures, tracking distributions, contributions, inter-entity transactions, debt, and capital accounts
- Coordinate year-end closes and audits with external auditors
- Develop budgets, variance reports, and support capital planning and decision-making
- Implement and maintain strong internal controls and process improvements
- Liaise with external advisors including tax professionals, legal counsel, investment managers, and bankers
- Manage annual tax calendar, filings, and payments for individuals, trusts, and partnerships
- Lead Microsoft Dynamics 365 Business Central maintenance, testing, and staff training
- Manage, train, and develop accounting staff, conduct reviews, and approve time off
- Build internal financial operations and design scalable systems for growth
Benefits
- general: Competitive salary range of $200,000 - $250,000 base + performance bonus
- general: Opportunity to join a prestigious multi-generational family office with growth potential
- general: Hands-on leadership role in a collaborative, expanding team environment
- general: Comprehensive professional development and training opportunities
- general: Work with high-caliber external advisors and investment professionals
- general: Support for implementing innovative systems and driving operational excellence
- general: Dynamic role serving legacy family with emphasis on long-term stability
- general: Prime location in San Francisco with exposure to sophisticated financial structures
Tags & Categories
Answer 10 quick questions to check your fit for Controller - Careers at Robert Half @ Robert Half.
Related Books and Jobs