Description About the Organization We are a privately held organization that provides a comprehensive suite of financial services to support individuals, trusts, and entities across generations. Our team is committed to delivering long-term value through investment management, financial reporting, tax planning, and philanthropic support. We operate with a strong sense of purpose, guided by values such as excellence, integrity, and partnership. Role Overview This role is part of the Client Services Accounting team, which plays a key role in delivering high-quality financial support and reporting. The associate will be responsible for managing day-to-day accounting operations, supporting financial reporting cycles, and collaborating with internal teams to ensure a seamless client experience. Key Responsibilities Client Operations Support + Prepare journal entries, cash forecasts, and quarterly financial statements + Perform accounts payable functions and monitor liquidity needs + Reconcile bank, brokerage, credit card, and other balance sheet accounts + Review investment valuations, personal loans, and other financial data Partnership & Communication + Interface with clients, estate managers, and vendors to process payments and respond to inquiries + Collaborate with internal teams on accounting for real property, investments, and asset transfers + Partner with finance, tax, and client services teams to enhance reporting and service delivery Benefits + Competitive compensation based on experience + Medical, dental, and vision coverage (multiple plan options) + 401(k) with employer match and annual contribution + Paid parental leave (20 weeks), medical leave, and flexible vacation policy + Childcare stipend and infertility benefits + Health Savings Account (HSA) and Flexible Spending Accounts (FSA) + Transit and parking assistance + Volunteer time off and donation matching programs + Access to mental health, financial, and wellness resources NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications + Bachelor’s degree in Accounting or related field + Experience in accounting operations for trusts, LLCs, and real property + Strong understanding of financial reporting and accounting principles + Proficiency in Excel; experience with Sage Intacct and Bill.com is a plus + Ability to manage multiple deadlines and solve complex problems independently + Strong communication skills and attention to detail + Commitment to confidentiality and discretion Note: Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. 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) .