Archipelago Personal Accounting Manager

OluKai-Kaenon-melin-Roark•Irvine, CA

7h•$80,000 - $110,000•Onsite

About The Position

We are seeking a highly skilled and discreet Personal Accounting Manager to our CEO to manage his and family financial affairs. This role requires exceptional attention to detail, absolute confidentiality, and the ability to handle complex personal and investment-related financial matters. The ideal candidate will act as a trusted financial partner, ensuring accuracy, compliance, and strategic financial organization.

Requirements

Bachelor’s degree in Accounting, Finance, or related field
5+ years of accounting experience, preferably 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)
Exceptional discretion and integrity
Highly organized with strong attention to detail
Proactive, independent, and solution-oriented
Strong communication skills and ability to work with advisors
Comfortable handling sensitive and complex financial matters
High standard of excellence
Maintain a professional appearance and dress in a manner consistent with a high-net-worth, client-facing environment
Demonstrate the highest standards of excellence, discretion, and professionalism at all times
Represent the principal and associated entities with integrity, sound judgment, and attention to detail
Uphold a service-oriented mindset aligned with white-glove standards and confidentiality expectations

Nice To Haves

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

Responsibilities

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

Benefits

Complimentary breakfast and lunch provided Monday - Thursday
Generous product gift program and all brand discounts
Growth opportunities within the Archipelago family of brands: OluKai, Kaenon, Melin, Roark
Company bonus program
5 year and 10 year Milestone Anniversary travel gifts
Medical, Dental, Vision insurance in accordance with plan guidelines
Company paid life insurance in accordance with plan guidelines
401k with employer match in accordance with plan guidelines
15 Days of PTO accrued annually, plus one additional day of PTO every year on your anniversary, and 3 Floating Holidays per year
Paid beach and giveback days, bi-annual team building events and other in person celebrations
Work with talented and great people who share a love of the ocean lifestyle