Description **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Client Relations Associate - Family Office Employment Type: Full-Time Location: East Bay Comp: $135-160K + Bonus + EQUITY + Great Benefits and Team A privately held family office in the East Bay who is a global consumer private equity leader who focuses on investing in consumer brands is looking to expand their team. Responsibilities + Managing daily financial activities, including payment processing and cash flow oversight. + Collaborating with external service providers. + Preparing and reviewing financial reports and statements. + Work with advisors to ensure compliance with tax regulations. + Review tax quarterly for individual, partnership and fiduciary returns. + Assessing and mitigating risks to the family's wealth through insurance solutions and asset protection plans. Requirements + Bachelor's Degree in Accounting, Economic, or Finance + CPA (not required, but a plus) + 3+ years working with HNW and/or UHNW clients + Intermediate Excel + Very motivated and collaborative. + Knowledge of private equity is ideal. **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** 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. 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) .