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:

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)

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 $80,000 to $110,000 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 individual’s 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 [email protected]. Archipelago will reasonably accommodate qualified individuals with disabilities to the extent required by applicable law.