Description We are looking for a detail-oriented Investment Accountant to join our team in Walnut, California. In this role, you will oversee financial processes related to private equity investments and estate planning, ensuring compliance, accuracy, and timely reporting. This position offers the opportunity to work closely with investment teams and support critical financial operations. Responsibilities: - Coordinate and manage documentation for new private equity investments, brokerages, and bank accounts for both Shea Ventures and the Shea family. - Ensure investment notices, compliance documents, and reporting requirements are processed efficiently alongside the Shea Ventures investment team. - Organize and maintain investment-related records using SharePoint and other digital platforms. - Perform general ledger reconciliations, journal entries, and track cash flow for trust-related financial activities. - Assist with estate planning and monitor investments across various entities and partnerships. - Provide backup support to accountants, including processing limited accounts payable when needed. - Obtain or maintain a notary license to facilitate document execution and uphold legal standards. Requirements - Minimum of 5 years of experience in investment accounting or a similar financial role. - Proficiency in accounting software systems and tools such as ADP, Bloomberg Terminal, and Crystal Reports. - Strong understanding of accrual accounting, auditing processes, and budget management. - Expertise in capital management and investment banking practices. - Ability to manage complex financial documentation and reporting with precision. - Experience with estate planning and multi-entity financial operations is preferred. - Notary license or willingness to obtain one is required. 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 for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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) .