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Head of Family Office

Los Angeles, CA 90055

Posted: 02/13/2026 Job Titles: ACCT - Director of Accounting Job Number: 5692 Pay Rate: 250,000

Job Description

Job Title: Head of Family Office (Accounting Services)
Company: Multi-Family Office 
  Key Responsibilities Leadership & Service Delivery

  • Own end-to-end delivery of family office accounting services across a portfolio of UHNW clients and complex entity structures.

  • Set the operating cadence for monthly/quarterly closes, reporting timelines, and client deliverables; ensure consistent quality and responsiveness.

  • Serve as a senior escalation point for complex accounting issues, reconciliations, and service delivery challenges.

  • Partner with relationship managers/advisors to align accounting deliverables with broader wealth planning, cash management, and reporting needs.
Accounting, Reporting & Controls

  • Oversee general ledger operations and financial reporting for multiple entities including partnerships, LLCs, trusts, and private foundations.

  • Ensure accurate cash reporting, reconciliations (bank/brokerage/credit card), intercompany activity, and supporting schedules.

  • Establish and maintain policies and controls for bill pay, approvals, wires, and sensitive transactions; manage audit trails and documentation.

  • Review and approve financial statements, management reports, and customized client reporting packages.

  • Coordinate with tax teams (internal or external) to ensure clean tax-ready books, timely K-1 support, and effective year-end planning.

    Team Building & Talent Development

  • Lead, mentor, and develop a high-performing team; set clear expectations, career paths, and performance metrics.

  • Support hiring and staffing plans as the platform grows; ensure appropriate leverage and coverage.

  • Train teams on best practices around multi-entity accounting, client service standards, confidentiality, and controls.L

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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