Archipelago Personal Accounting Manager

Who We Are:

Archipelago Companies a portfolio of highly successful consumer lifestyle brands is seeking a talented and passionate individual with an entrepreneurial mindset to join our team. Our brands including OluKai Kaenon Melin Roark are leaders in their respective markets offering high-quality products and authentic marketing stories direct to consumers. At Archipelago Companies we pride ourselves on our commitment to integrity and we strive to create a culture of excellence in everything we do. If you are a driven and innovative individual with a passion for consumer brands we invite you to apply for our open position and become a part of our dynamic and growing team.

About The Role:

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.

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:

• Bachelors degree in Accounting Finance or related field
• 5 years of accounting experience
• 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

Skills & Attributes

• 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

Professional Presence & Standards

• 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

Compensation: The annual salary range for this position is $80000 to $110000 plus opportunity for annual bonus; salary is based on the experience that you bring to the position.

Location: This is an in-office position minimum of 4 days per week in office with the option to work from home 1 day per week in Irvine CA. This work schedule is subject to change without notice as per company guidelines.

Benefits and Perks:

• 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

Archipelago Companies values a diverse inclusive and entrepreneurial workforce and culture and we provide equal employment opportunity for all applicants and employees. All qualified applicants for employment will be considered without regard to an individuals race color sex gender identity gender expression religion age national origin or ancestry citizenship physical or mental disability medical condition family care status marital status domestic partner status sexual orientation genetic information military or veteran status or any other basis protected by federal state or local laws. If you are unable to submit your application because of incompatible assistive technology or a disability please contact us at Archipelago will reasonably accommodate qualified individuals with disabilities to the extent required by applicable law.

Required Experience:

Manager