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Family Office Accounting Manager

Irvine, CA 92618

Posted: 03/25/2026 Job Titles: ACCT - Accounting Manager Job Number: 5726 Pay Rate: 110,000

Job Description


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

Meet Your Recruiter

Dana Jarvis, CPA, PHR
Manager, Executive Search

Dana Jarvis brings a dynamic blend of technical acumen, a passion for people, and a strategic mindset to recruiting for Alliance’s Private Equity & Family Office Solutions Division. She is an invaluable resource for discerning clients looking to identify high-caliber and hard-to-find talent. Dana’s extensive portfolio includes family office, real estate, tax, and corporate accounting roles. She leverages her Big Four experience, CPA and PHR credentials, and over 20 years in Accounting & HR operations to perfectly pair clients with candidates who have the precise attributes needed to excel. Dana is a third-generation USC alumna and a former CalCPA Accounting Education Committee member. She has published several articles in CalCPA Magazine. 

An avid traveler, Dana is always eager to discover new cities and cultures. She also loves playing tennis and exploring the wilds of Southern California.

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About Irvine, CA

Take the next step in your career journey in the vibrant city of Irvine, California! Nestled in the heart of Orange County, this thriving community offers unparalleled growth opportunities and an unbeatable quality of life. With its close proximity to stunning beaches, world-class shopping at South Coast Plaza, a bustling culinary scene featuring diverse cuisine options, and cultural attractions like the Irvine Museum and Irvine Barclay Theatre, Irvine has something for everyone. Whether you're into outdoor activities in Irvine Regional Park or catching a game at the Angel Stadium of Anaheim or the Honda Center, this region has it all. Explore our job listings today and discover why Irvine is the perfect place to advance your career!

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