Controller
Company: Robert Half
Location: San Francisco
Posted on: February 18, 2026
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Job Description:
Job Description Job Description PLEASE CONTACT CHRISTINA TRAN AT
ROBERT HALF FOR MORE DETAILS CONTROLLER - FAMILY OFFICE
200K-250KBONUS Private single-family office serving
multi-generational legacy family is seeking a hands-on Controller
to join their expanding team. We are seeking an accounting
professional with a natural operational acumen, strong familiarity
with multi-entity trusts structures and a high degree of
professionalism. Responsibilities: -Manage and oversee the full
cycle accounting operations across multiple trusts, entities,
including general ledger maintenance, A/P and A/R, reconciliations,
and journal entries. -Oversee financial reporting for family
entities, trusts, partnerships, and investment vehicles, ensuring
accuracy, timeliness, and compliance with GAAP and/or Federal
income tax basis of accounting. -Oversee the preparation of
monthly, quarterly, and annual financial statements, cash flow
projection reports, and performance summaries for internal
stakeholders. -Maintain and monitor multi?entity trust structures,
including tracking distributions, contributions, inter?entity
transactions, inter-company and external debt transactions
tracking, and capital accounts. -Oversee and support year-end close
and audit processes, including coordination with external auditors.
-Develop and monitor budgets and variance reports to support
capital planning, spending oversight, and informed decision-making.
-Maintain strong internal controls and implement process
improvements to enhance accuracy and efficiency. -Liaise with
external advisors (tax, legal, investment managers, bankers) to
ensure smooth coordination and timely delivery of information.
-Manage the annual tax calendar and ensure accurate, timely ?ling
of all returns (individual, trust, partnership, etc.) and payments.
-Serve as lead in accounting software (Microsoft Dynamics 365
Business Central) maintenance, testing and training. -Manage,
train, and develop staff, prepares employee reviews and approves
time off requests for division. -Build and manage the family
office’s internal ?nancial operations. -Design and implement
scalable systems, workflows, and controls to support growth and
drive operational excellence. Requirements -Bachelor’s degree in
accounting -10 plus years of relevant experience, ideally within a
family office, real estate, fund entities -Experience in accounting
and ?nancial administration for high-net-worth individuals and
complex entity structures -Working knowledge of individual,
corporate, partnership, and ?duciary tax matters -Knowledge of MS
Dynamics 365 highly preferred -Excellent interpersonal and
communication skills, with the ability to engage effectively with
both internal and external stakeholders
Keywords: Robert Half, San Jose , Controller, Accounting, Auditing , San Francisco, California