Client Service Accounting Associate, Robert Half

Robert Half

Location:
United States, San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Client Service Accounting Associate for a family office providing comprehensive services including investment management, financial planning, tax support, and philanthropic services while building long-term client relationships. This role offers a collaborative environment with mentorship and growth opportunities.

Job Responsibility:

Manage accounts payable, coding, approvals, and high-volume payments
Handle monthly reconciliations, month-end close, and client reporting
Collaborate with vendors and estate managers to ensure smooth operations
Support quarterly accounting, cash flow analysis, trial balances, and investor reporting
Assist with philanthropic payments, budgeting, forecasting, and process improvements

Requirements:

3–10 years of accounting or financial operations experience (family office, trusts, property, or financial services preferred)
Strong financial skills, organization, critical thinking, and communication
Familiarity with Sage Intacct, Solver, Salesforce, or Bill.com a plus
Bachelor's degree required
CPA or Master's degree is a plus

Nice to have:

Familiarity with Sage Intacct, Solver, Salesforce, or Bill.com
CPA or Master's degree

What we offer:

Full medical, dental, and vision coverage
401k match
Profit-sharing
Unlimited PTO
Generous parental leave
Flexible remote work
Paid courses and certifications
Chance to work on high-impact projects

Additional Information:

Job Posted:
October 04, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Service Accounting Associate