<p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half </strong>is partnering with a privately held multi-family office in San Francisco to hire a Client Service Analyst. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference. If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p> </p>
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Jennifer Fukumae with Robert Half is partnering with a privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference. If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Operations Associate (Administrative Assistant)</p><p><br></p><p>• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed</p><p>• Assemble copies of Tax returns, assists with IRS notices.</p><p>• Provides input on evaluating and enhancing tax procedures.</p><p>• Prepare extensions for filing.</p><p>• Tax return preparation assistance</p><p>• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).</p><p>• Manage client document process.</p><p>• Scan tax returns and uploads to CCH Document and SurePrep.</p><p>• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).</p><p>• Manage client/entities organizational charts.</p><p>• Maintains PTIN and CAF numbers.</p><p>• Orders annual tax guides.</p><p>• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).</p><p>• Client Interaction (sign documents and notarize, which may require travel to client home/office).</p><p>• Maintain compliance logs (Officer/Manager designation for respective clients).</p><p>• Travel arrangement as requested.</p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• Strong organizational, time management and customer service skills.</p><p>• Detail-oriented.</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>• Ability to demonstrate a high level of professionalism.</p><p>• Ability to multi-task and work in a fast paced environment with tight deadlines.</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p>• Notary not required, but preferred.</p><p><br></p><p>Full-time on-site.</p>
<p><strong>Lead, Influence, and Step into a Succession Opportunity </strong></p><p><br></p><p> A well-established and growing tax and advisory firm is seeking a highly experienced Tax Accounting Leader to step into a succession-focused role designed to support the long-term continuity of the firm. This position is intended for an experienced Tax Accountant who is ready to assume increasing responsibility, work closely with ownership, and ultimately pursue partnership and firm leadership. </p><p> This role goes beyond traditional senior accounting responsibilities. It offers a clear pathway to ownership succession, making it an excellent opportunity for someone seeking a lasting home and the ability to shape the future of a practice. </p><p><br></p><p><strong>Role Overview </strong></p><p>You will take ownership of complex tax engagements, serve as a primary advisor to key clients, and work directly with firm leadership as part of a planned succession strategy. Over time, you will assume expanded leadership responsibilities with the opportunity to achieve partnership at the firm. </p><p><br></p><p><strong>Key Responsibilities </strong></p><ul><li>Prepare and review complex federal, state, and local tax returns for individuals, partnerships, S corporations, trusts, and other entities </li><li>Act as a trusted advisor to clients through strategic tax planning and year-round consultation </li><li>Manage IRS, FTB, and other taxing authority correspondence and resolutions </li><li>Oversee additional compliance filings including sales/use tax and business property tax </li><li>Maintain accurate and organized client documentation in line with firm standards </li><li>Drive process improvements, workflow efficiencies, and practice development initiatives </li><li>Mentor and support staff as part of leadership succession planning</li></ul>
We are looking for an organized and detail-oriented Administrative Coordinator to join our team in Atherton, California. In this role, you will provide key administrative support, ensuring smooth operations and effective scheduling for various activities. This is a contract-to-permanent position, offering the opportunity to contribute to a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Manage and maintain schedules, including calendar coordination and proctor scheduling.<br>• Respond to inbound calls promptly, providing excellent customer service and addressing inquiries effectively.<br>• Support home health operations by organizing documentation and assisting with administrative tasks.<br>• Coordinate meetings and appointments, ensuring timely communication and preparation.<br>• Handle administrative duties, such as data entry, filing, and maintaining records for accuracy and accessibility.<br>• Assist in managing daily workflows to improve operational efficiency.<br>• Collaborate with team members to ensure seamless communication and task completion.<br>• Monitor and prioritize tasks to meet deadlines and organizational goals.<br>• Provide support for special projects as needed, ensuring quality results.
<p>We are looking for an organized and detail-oriented Administrative Coordinator to join our team on a contract basis in San Francisco, California. In this role, you will provide essential support to ensure smooth operations, focusing on administrative tasks and coordination within a dynamic environment. This position is ideal for someone with a strong ability to manage schedules, handle inbound communication, and maintain efficiency in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><p>• Manage and coordinate daily schedules and calendars to ensure smooth workflow.</p><p>• Answer incoming calls professionally, providing accurate information and assistance as needed.</p><p>• Support the team with administrative tasks such as document preparation and data entry.</p><p>• Organize and maintain records to ensure accessibility and compliance with company standards.</p><p>• Collaborate with team members to address operational needs and resolve issues promptly.</p><p>• Schedule appointments and meetings, ensuring all logistics are handled effectively.</p><p>• Assist with tasks related to home health services, ensuring accurate communication and coordination.</p><p>• Monitor and prioritize tasks to meet deadlines and organizational goals.</p><p>• Serve as a reliable point of contact for internal and external inquiries.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at allison.jacques - at - roberthalf - .com with your word resume and reference job ID#00410-0013376044 **</p>
