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Family Office Accounting Manager

Alliance Resource Group

Irvine, CA

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JOB DETAILS
SKILLS
Accounting, Accounting Software, Accounts Payable, Accounts Receivable, Budgeting, Cash Flow, Certified Public Accountant (CPA), Cost Control, Credit Cards, Finance, Financial Audit, Financial Management, Financial Reporting, Financial Statements, Financial Strategy, Intuit Quickbooks, Investment Reporting, Legal, Maintain Compliance, Office Management, Organizational Skills, Performance Analysis, Personal Finance, Property Maintenance, Real Estate, Reconciliation, Record Keeping, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Time Management, Transaction Processing/Management, Wealth Management
LOCATION
Irvine, CA
POSTED
30+ days ago

Our client is seeking a Family Office Accounting Manager to manage the personal entities of the CEO. The ideal candidate will act as a trusted financial partner, ensuring accuracy, compliance, and strategic financial organization.

Responsibilities include but are not limited to:

Financial Management & Reporting
  • Manage day-to-day personal accounting, including accounts payable/receivable and cash flow tracking
  • Prepare monthly, quarterly, and annual financial statements and net worth reports
  • Reconcile bank, credit card, and investment accounts

Tax Planning & Compliance
  • Coordinate preparation and filing of personal, trust, and entity tax returns
  • Work closely with external CPAs, tax advisors, and legal counsel
  • Track estimated tax payments and ensure timely compliance

Investment & Asset Oversight
  • Monitor investment accounts and coordinate with wealth managers
  • Track performance, capital gains/losses, and asset allocations
  • Maintain records for real estate holdings, private investments, and other assets

Budgeting & Expense Oversight
  • Create and manage personal and household budgets
  • Oversee large purchases, recurring expenses, and lifestyle costs
  • Identify opportunities for efficiency and cost optimization

Recordkeeping & Confidentiality
  • Maintain organized and secure financial records (digital and physical)
  • Ensure strict confidentiality of all financial and personal information
  • Support audits, financial reviews, and special projects as needed

Requirements and Qualifications:
  • Bachelor’s degree in Accounting, Finance, or related field
  • 5+ years of accounting experience, preferably supporting HNW individuals or family offices
  • Previous experience supporting HNW individuals or family offices
  • Strong knowledge of accounting principles, tax regulations, and financial reporting
  • High proficiency in accounting software (e.g., QuickBooks, Excel, personal finance platforms)

Preferred
  • CPA or equivalent certification
  • Experience in Real Estate transactions and management of lessees 
  • Experience with trusts, estates, and multi-entity structures
  • Experience in dealing with complex LLC structures 
  • Familiarity with investment reporting and real estate accounting

About the Company

A

Alliance Resource Group

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