Description ABOUT THE ORGANIZATION This opportunity is with a well-established, privately held family office that provides comprehensive financial services to multi-generational clients. With a team of over 150 people, the organization is committed to delivering long-term value through investment management, financial planning, tax compliance, and philanthropic support. The firm prides itself on fostering enduring relationships, stewarding capital responsibly, and helping clients thrive across generations. CULTURE & VALUES The organization champions a culture of learning, inclusion, and outreach. Employees are empowered to bring their unique perspectives and ideas to a collaborative environment where growth and personal wellbeing are prioritized. The firm supports ongoing education, career development, and community engagement through generous volunteer programs, donation matching, and service awards. ROLE OVERVIEW The Associate, Client Services Accounting plays a vital role in supporting the financial operations of high-net-worth individuals, trusts, and entities. This position is part of a dynamic team responsible for managing day-to-day transactions, preparing financial reports, and ensuring timely responses to client and vendor inquiries. The role also involves cross-functional collaboration to deliver comprehensive financial reporting and forecasting. KEY RESPONSIBILITIES + Execute core accounting functions including accounts payable, reconciliations, and journal entries + Prepare cash forecasts and quarterly financial statements + Analyze and reconcile bank, brokerage, and credit card accounts + Review investment valuations and other balance sheet items + Interface directly with clients, estate managers, and vendors + Collaborate with internal teams on client reporting and asset management + Support innovation and process improvements within client service delivery COMPENSATION & BENEFITS The organization offers a highly competitive compensation package, commensurate with experience and education. Benefits include: + Medical, dental, and vision coverage + 401(k) with employer match and annual contribution + Paid parental leave (20 weeks) and child care stipend + Flexible time off and paid medical leave + Education assistance and infertility benefits + Volunteer time off and matching grants for charitable contributions + Access to mental health, financial, and health advocacy services 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 (CPA or Master’s preferred) + Experience with accounting operations for real property, trusts, and LLCs + Proficiency in accounting systems (e.g., Sage Intacct, Bill.com) + Advanced Excel skills and strong project management capabilities + Exceptional attention to detail and discretion + Strong interpersonal and communication skills + Ability to manage multiple priorities and resolve complex issues independently Note: Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (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) .