Senior Portfolio Accountant

(SR) Portfolio Accountant | San Francisco (Hybrid- 4 days in office)

A highly respected, privately held real estate investment and development firm is looking to add a (Sr) Portfolio Accountant to their close-knit team in downtown San Francisco.

This is a rare opportunity to join a stable, well-capitalized firm with a 30 year track record of success across office, industrial, retail, residential, and mixed-use assets throughout Northern California.

Why This Role Stands Out

• Work directly with leadership: CFO and Controller both come from Big 4 CPA backgrounds
• Join a firm where we’ve successfully placed key leadership (strong culture, low turnover)
• Exposure beyond traditional accounting operations, asset management, and construction
• Long-term incentive plan tied to real estate performance (true upside participation)
• Tight-knit team of ~20 professionals, collaborative, no bureaucracy
• “Family-forward firm without the family drama”

The Opportunity

This role has been thoughtfully redesigned to provide a more strategic and well-rounded experience:

• Review financials from an outsourced investment accounting provider
• Own and manage corporate accounting and month-end close
• Support cash management, compliance, and operational accounting
• Partner cross-functionally with asset management and construction teams
• Contribute to the accounting of a broader family-owned platform

Who They’re Looking For

• Background in real estate accounting, family office, or small CPA firm (audit/tax/outsourced accounting)
• Strong understanding of GL, financials, and month-end close
• Someone who wants to build a long-term career in real estate accounting
• Stable career progression, clear rationale behind any shorter tenures
• Bachelor’s degree in Accounting, Finance, or related field

This is not a “next stop to Controller” role — it’s ideal for someone who values stability, exposure, and long-term growth within a high-quality firm.

Compensation & Benefits

• Base salary: $95K – $110K
• Bonus: ~15% target
• Long-term incentive plan (additional upside tied to property performance)
• 100% employer-paid healthcare (employee)
• 401(k) with safe harbor match up to 4%
• 3 weeks PTO (grows to 4 weeks) generous sick time
• Hybrid schedule: 4 days in-office | Fridays WFH

Timing

This is an urgent hire due to a planned retirement, with a smooth transition expected given recent operational changes. If you’re interested or know someone who fits this profile, feel free to reach out directly or send a resume along with a few times to connect.