Accountant, Client Services At Multi Family Office

Client Service Accounting Associate

Michelle Espejo with Robert Half Financial Services is recruiting a Client Service Accounting Associate for a family office. This is a full-time, permanent role based in San Francisco with a hybrid schedule.

Join a firm that provides 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, excellent benefits such as full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You will also have access to paid courses and certifications and the chance to work on high-impact projects.

Responsibilities:

• 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

Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.

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.

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.