Description Associate, Client Services Accounting $110–130K (Stretch) + Bonus + Excellent Benefits San Francisco (FiDi) | Hybrid Schedule: Onsite Tues–Thurs; Remote Mon & Fri Jennifer Fukumae is partnering with a private investment office headquartered in San Francisco, this firm supports multiple generations of an ultra-high-net-worth family. The team is deeply committed to building long-term relationships and helping families navigate financial complexity across generations. They invest across multiple asset classes, both through external managers and direct investments, with a business-owner mindset and a strong partnership orientation. Core values that drive the organization include excellence, collaboration, humility, and integrity. The work environment is highly professional yet down-to-earth, offering meaningful opportunities to grow alongside experienced and thoughtful colleagues. ROLE OVERVIEW: The Associate, Client Services Accounting, plays a critical role in supporting day-to-day financial operations and long-term reporting for high-net-worth family clients. The ideal candidate thrives in an environment where attention to detail, timely execution, and collaboration are essential. Client Accounting & Operations + Post journal entries, perform month-end and quarter-end close, and support preparation of cash flow forecasts and financial statements + Reconcile multiple accounts including bank, credit card, brokerage, and internal balances + Manage accounts payable for high-volume clients, including coding, approvals, and payments (expect 100+ invoices per week) + Support management of auto-pay accounts and review daily inboxes for invoice intake + Assist with client reporting packages, trial balances, and cash reconciliations + Process and track philanthropic contributions and recurring payment schedules Cross-Team Collaboration & Communication + Interface regularly with internal client service team members, estate managers, and outside vendors + Collaborate with internal finance, tax, and reporting teams on integrated client service initiatives + Maintain timely and professional communication, primarily via email Nice to Have: + Sage Intacct, Bill.com, Salesforce, Solver Requirements IDEAL BACKGROUND: + 2–7 years of accounting experience (public or private) + Exposure to HNW clients, family offices, or complex entity structures (trusts, LLCs, real property) + Strong understanding of GAAP and financial reporting + Familiarity with accounting systems, ideally Sage and Bill.com + Detail-oriented, with the ability to manage multiple priorities and deadlines + CPA or advanced degree a plus but not required WHY YOU’LL LOVE WORKING HERE: + Collaborative, thoughtful, and genuinely kind team environment + Exposure to intellectually stimulating work and a variety of asset types + Culture prioritizes learning and mentorship—leaders are hands-on and generous with their time + Fully covered medical, dental, and vision insurance for employees and dependents + 401(k) with 2% profit share + 5% match + Unlimited PTO—with a mandatory consecutive 2-week break each year + Option to work remotely during Thanksgiving and Christmas weeks + Two weeks per year of remote “work-from-anywhere” flexibility + Generous parental leave and childcare stipends + Paid CPE, CPA coursework, and other professional de Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .