<p>Our client is at the forefront of transforming how teams work through secure, enterprise-grade generative AI applications. They are developing and enhancing an advanced AI-powered assistant for internal use — enabling employees to harness AI safely within a protected environment. </p><p><br></p><p> The Full Stack Software Engineer III will help design, develop, and evolve the next-generation AI platform, driving innovation while ensuring scalability, security, and exceptional user experience. This role spans the full stack — from back-end integration to front-end interfaces — in close collaboration with product, design, and AI engineering teams. </p><p><br></p><p> What You’ll Do Design, develop, and enhance AI-enabled enterprise applications that boost productivity and collaboration. Build and optimize features using large language models, prompt engineering, and AI-assisted workflows. Write efficient, maintainable, and scalable code across database, middleware, and front-end layers. Develop low- to medium-complexity systems and components within larger architectures. Conduct code reviews; mentor and guide Level I and II engineers. Act as module-level design authority, ensuring adherence to architecture and security standards. Plan and execute unit testing; review and validate test plans from entry level engineers. Define and implement integration and performance testing strategies. Troubleshoot and resolve complex production issues; establish frameworks for reliability and observability. Provide advanced production support and drive continuous improvement in performance and user experience. Collaborate with AI engineers, data scientists, and product owners to deliver innovative solutions. Perform additional related duties as assigned.</p>
<p>We are seeking a <strong>Senior Platform Developer / Infrastructure Developer (Senior Software Engineer III) to</strong> design, build, and support the cloud platforms and shared infrastructure that power enterprise applications and ELT/ETL pipelines. This role is responsible for developing scalable, secure, and highly reliable platform components that enable engineering teams to deliver efficiently and safely into production. The position focuses on <strong>infrastructure automation, cloud-native services, CI/CD platforms, and production reliability</strong>. The ideal candidate is hands-on, comfortable owning platform services end-to-end, and experienced supporting mission-critical systems in production environments.</p><p><br></p><p>Responsibilities include designing and implementing platform and infrastructure improvements, developing and maintaining infrastructure-as-code, optimizing CI/CD workflows, and supporting platform services in live environments. The role also involves troubleshooting infrastructure and deployment issues, managing production incidents, and collaborating with internal teams and external vendors when needed.</p><p><br></p><p>This position includes participation in an <strong>on-call rotation (every 3 weeks)</strong> and requires comfort handling production incidents such as infrastructure outages, application restarts, dependency issues, and P1 escalations with vendors (including Microsoft). The role also provides technical leadership through code reviews, design guidance, documentation, and mentorship of apprentice platform engineers.</p>
We are looking for a highly skilled Staff Software Engineer to join our Growth team in San Francisco, California. In this role, you will play a key part in enhancing our product's impact by developing and optimizing systems that drive user acquisition, engagement, retention, and monetization. You will collaborate closely with cross-functional teams, including engineering, product, design, and data, to deliver innovative solutions that significantly influence the company's growth.<br><br>Responsibilities:<br>Design and implement features across the full technology stack to enhance user acquisition, engagement, and retention.<br>Develop and optimize server-side event forwarding and maintain a clean, consistent event schema across platforms.<br>Ensure robust identity and attribution systems, enabling seamless tracking and data governance across web and app platforms.<br>Collaborate with designers to create and refine high-performance landing pages and micro-tools that improve conversion rates.<br>Work with cross-functional teams to identify impactful opportunities and conduct A/B testing to validate and implement growth strategies.<br>Enhance data pipelines to ensure accurate and reliable measurement for growth experiments and attribution.<br>Maintain and improve backend systems, including APIs and authentication processes.<br>Leverage technical expertise to automate processes and streamline data quality assurance tasks.
<p><strong>***FOR IMMEDIATE CONSIDERATION, PLEASE MESSAGE ALI FERBER (SCOTT) ON LINKEDIN WITH YOUR UPDATES RESUME***</strong></p><p><br></p><p><strong>Functional Role: </strong>Senior Full Stack Engineer (TypeScript/Java)</p><p><strong>Salary</strong>: Total Comp < $300k</p><p><br></p><p>We are looking for a highly skilled Sr. Software Engineer to join our client's team in West Hollywood, California. In this role, you will contribute to cutting-edge projects, leveraging your expertise in software development to design, build, and optimize innovative solutions. This is an exciting opportunity to work in a dynamic environment where creativity and technical excellence are valued.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Design, develop, and deploy full-stack applications using <strong>Java</strong> and <strong>TypeScript</strong>.</li><li>Build scalable solutions leveraging both <strong>SQL</strong> and <strong>NoSQL databases</strong>.</li><li>Implement and maintain <strong>CI/CD pipelines</strong> for seamless deployments.</li><li>Collaborate with cross-functional teams to bring new features and products to life.</li><li>Contribute to architecture decisions and technology choices for new projects.</li><li>Thrive in a <strong>startup environment</strong>, taking ownership and driving projects end-to-end.</li></ul><p><br></p><p><br></p>
<p>Our client is building the next generation of intelligent, scalable enterprise applications at the intersection of Salesforce, AI, and automation. Their high-performing Marketing Applications team delivers mission-critical solutions that power large-scale operations, optimize business processes, and embed AI-driven insights across the organization.</p><p><br></p><p>They are seeking a <strong>Software Engineer III </strong>to independently design and deliver complex technical solutions while developing deep expertise across Salesforce, AI-enabled workflows, and enterprise integrations. This role is ideal for a proven engineer who enjoys architectural ownership, mentoring others, and working across a sophisticated technology ecosystem. Candidates from outside the Salesforce ecosystem are encouraged to apply if interested in specializing in these technologies.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Independently design, develop, and deliver complex, scalable Salesforce applications and integrations using advanced Apex, Lightning Web Components (LWC), and declarative tools</li><li>Design and maintain back-end services, APIs, and automation workflows using Node.js, Python, and cloud platforms (Azure or AWS)</li><li>Build and manage data pipelines and ETL processes across Salesforce and cloud-based data platforms</li><li>Own integrations between Salesforce and enterprise systems, defining data contracts using REST/SOAP APIs and event-driven architectures</li><li>Customize and extend agent-based capabilities to deliver context-aware, high-performance employee experiences</li><li>Drive adoption of AI capabilities, including predictive analytics, copilots, and generative AI within marketing and sales workflows</li><li>Contribute to AI and ML initiatives, including the secure integration of large language models into enterprise processes</li><li>Develop and optimize modern front-end applications using advanced JavaScript frameworks such as React.js or Next.js</li><li>Serve as a key contributor in Agile teams, influencing technical direction, roadmap planning, and conducting peer code reviews</li><li>Mentor junior engineers and promote engineering best practices and technical excellence</li><li>Collaborate closely with product managers, data science teams, and business stakeholders to translate requirements into scalable solutions</li></ul>
<p><strong>Overview</strong></p><p> We’re looking for a <strong>Senior Systems Engineer</strong> to lead the design, implementation, and support of enterprise infrastructure across on-premises, cloud, and hybrid environments. This role serves as a senior technical resource for escalations, ensures systems are secure and scalable, and provides mentorship to IT team members.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as escalation point for complex technical issues and incidents.</li><li>Design, implement, and manage infrastructure, including servers, networks, virtualization, and cloud platforms.</li><li>Administer Microsoft 365, Azure, Active Directory, and related identity/security services.</li><li>Drive IT infrastructure projects from planning through delivery.</li><li>Implement and monitor security, disaster recovery, and business continuity solutions.</li><li>Optimize system performance and scalability through monitoring and improvements.</li><li>Provide technical guidance, mentorship, and knowledge sharing within the IT team.</li><li>Partner with vendors and stakeholders to ensure quality solutions and services.</li><li>Maintain documentation and ensure compliance with policies and regulations.</li></ul><p><br></p>
We are looking for a Staff Frontend Engineer to play a pivotal role in developing cutting-edge pharmacy software that combines telehealth and pharmacy operations. This position offers the chance to create user-centric solutions that redefine how pharmacies function, ensuring efficiency and reliability at scale. As a senior team member, you will lead the design and implementation of high-performance frontend systems while collaborating with cross-functional teams to deliver impactful results.<br><br>Responsibilities:<br>• Lead the design, development, and optimization of web and mobile applications using React, React Native, and TypeScript.<br>• Implement best practices for scalability, security, and performance to support rapid growth.<br>• Collaborate with Product, Design, and Backend teams to create seamless user experiences.<br>• Take ownership of critical architectural decisions while mentoring other engineers to strengthen frontend expertise.<br>• Utilize advanced front-end tools and frameworks, including state management solutions, to ensure robust application functionality.<br>• Enhance real-time interactions among patients, providers, and pharmacies with a focus on accessibility and usability.<br>• Drive innovation and foster a culture of technical excellence within the engineering team.<br>• Analyze and optimize workflows to improve pharmacy operational efficiency and reliability.<br>• Leverage AI-powered tools and modern technologies to deliver high-quality software at scale.
We are looking for a Staff Backend Engineer to join our team in San Francisco, California. In this role, you will play a key part in developing advanced backend systems that drive pharmacy software innovation, ensuring efficiency and scalability for healthcare operations. You will collaborate across teams to design, implement, and maintain distributed systems that support real-time interactions and complex workflows in the telehealth and pharmacy sectors.<br><br>Responsibilities:<br>• Lead the design, development, and optimization of backend services, APIs, and data pipelines to support large-scale pharmacy operations.<br>• Architect distributed systems that handle high webhook traffic, third-party integrations, and real-time scheduling for providers and patients.<br>• Establish and enforce best practices for system performance, security, and scalability to ensure reliable healthcare workflows.<br>• Collaborate with cross-functional teams, including Product, Frontend, and Pharmacy Operations, to create seamless solutions for healthcare challenges.<br>• Mentor team members, set technical standards, and make key architectural decisions to guide the backend engineering strategy.<br>• Ensure system reliability and resilience, focusing on patient safety and operational efficiency in distributed environments.<br>• Drive innovation within the engineering team, fostering a culture of technical ownership and collaboration.<br>• Optimize infrastructure for scalability and maintainability as the platform grows to meet increasing healthcare demands.
We are looking for an experienced Senior Applications Engineer to manage the design, implementation, and maintenance of critical financial systems within our organization. This role requires collaboration with cross-functional teams to ensure the efficiency, scalability, and reliability of financial applications while supporting business objectives. The ideal candidate will possess strong technical expertise and leadership skills to drive innovation and continuous improvement in our financial software systems.<br><br>Responsibilities:<br>• Collaborate with finance teams, business analysts, and stakeholders to gather requirements and design technical solutions that meet business needs and regulatory standards.<br>• Manage the integration of financial applications with enterprise systems, ensuring secure, accurate, and efficient data flow across platforms.<br>• Monitor and optimize the performance of financial applications, addressing issues and identifying opportunities for system scalability and reliability.<br>• Implement robust security measures to protect sensitive financial data and ensure compliance with industry regulations.<br>• Lead projects from initiation to completion, coordinating resources, timelines, and priorities to deliver solutions on schedule.<br>• Create and maintain technical documentation for system configurations, workflows, and integrations to support future development and troubleshooting.<br>• Develop training materials and conduct sessions for end-users to ensure effective utilization of financial applications.<br>• Provide ongoing support to users by troubleshooting issues and addressing inquiries related to application functionality.<br>• Partner with product owners and other departments to align application capabilities with organizational goals.
<p>Robert Half is seeking a detail-oriented and motivated Engineering Technician to join our team for a client in Fairfield, Ca. This Engineering Technician is an onsite role. This Engineering Technician position is ideal for candidates with one to two years of engineering work experience, especially those with a background in field surveying, drafting, and office engineering practices. The Engineering Technician will support planning, public works, and construction projects by assisting with design and documentation tasks, conducting field surveys, and ensuring compliance with City Planning and Engineering standards. This Engineering Technician role requires an individual capable of reviewing and interpreting maps, plans, and technical drawings, as well as assisting with permitting and development review processes. This engineering Technician role is for a long term contract.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Map and Plan Review</strong></p><ul><li>Review subdivision final maps, parcel maps, and construction plans to ensure compliance with City Planning and Engineering Department requirements.</li><li>Verify adherence to accepted construction practices, codes, and safety standards.</li></ul><p><strong>Design and Drafting Support</strong></p><ul><li>Prepare detailed plans, specifications, profiles, cross-sections, and computations for various public works projects, including street, sewer, water, storm drain, and park construction.</li><li>Use computer-aided design (CAD) and drafting tools to create and reproduce plans, supporting engineers and survey teams as required.</li></ul><p><strong>Field Surveying and Data Collection</strong></p><ul><li>Serve as a member of the survey team, gathering and compiling data for planning and public works improvements.</li><li>Assist with property boundary surveys, staking improvement sites, and collecting necessary data for project planning.</li></ul><p><strong>Permitting and Compliance</strong></p><ul><li>Issue encroachment permits, flood zone determination letters, and general construction information to relevant parties.</li><li>Support the development review process, ensuring accurate documentation and timely approvals.</li></ul><p><strong>Documentation and Records Management</strong></p><ul><li>Maintain detailed records required for field and office drawing and survey work.</li><li>Prepare reports on projects, findings, and surveys as required for project tracking and regulatory compliance.</li></ul><p><strong>General Duties</strong></p><ul><li>Reproduce and assemble plans and specifications for project submissions and reviews.</li><li>Assist in addressing public inquiries regarding property access, ownership, and easement issues.</li></ul><p><br></p>
<p>You’ll be responsible for telling the brand story in exciting and creative ways. Crafting copy for social media posts, ads, email marketing, newsletters, movie scripts, campaigns, landing pages, webinars, event abstracts and more is your passion. And it’s what we need to take our message into the world at the highest level. You’ll collaborate with a range of stakeholders in marketing and other departments like the design studio, demand generation manager and more to drive your messages across the world of software.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Develop and deliver content and creative copy across multiple product lines and company initiatives that captivates readers and drives them to action </li><li>Develop targeted messaging that resonates with different personas and industry verticals </li><li>Think creatively about programs that deliver new ways to reach target audiences </li><li>Draft content across multiple mediums, such as blogs, emails, papers, eBooks, internal communications, web, etc. </li><li>Contribute to high-profile content, including videos, web properties, human resources and more </li><li>Leverage the unique power of different media to maximize impact </li><li>Be the go-to person for killer copy </li><li>Collaborate with content strategy and marketing departments to make data-driven decisions on content management </li><li>Track and measure the success of content generation efforts</li></ul><p><br></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via <strong>LinkedIn to JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Advice Strategist (CFP® or Series 65)</strong></p><p><strong>About the Role</strong></p><p>Join a client‑focused advisory team delivering sophisticated, fully integrated financial plans across tax, estate, insurance, and investment disciplines. In this role, you’ll collaborate closely with advisors and cross‑functional partners to craft strategies, prepare planning materials, present recommendations, and help deliver a high‑touch client experience in a fast‑paced, growth‑oriented environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with advisors to prepare and deliver client‑facing advice and planning materials.</li><li>Lead advanced plan development, including cash‑flow modeling, tax strategies, insurance analysis, and estate planning.</li><li>Present financial strategies and recommendations to clients alongside advisors.</li><li>Leverage and optimize planning software, tools, and workflows to enhance efficiency and client experience.</li></ul><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>People‑first culture with strong training, mentorship, and career development.</li><li>Boutique, high‑touch client experience supported by robust resources and a clear leadership vision.</li><li>Expanding West/Midwest footprint with the opportunity to make meaningful client impact.</li></ul>
<p>Reputable family law firm is seeking an Attorney to join their team. In this role, you will have the opportunity to work in the family law industry, managing multiple tasks simultaneously and developing your skills with seasoned attorneys. This role involves executing case strategies, managing high-level cases, communicating effectively, and participating in business development and networking functions.</p><p><br></p><p>Responsibilities:</p><p>• Execute case strategy with senior attorneys, paralegals, and support staff</p><p>• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents</p><p>• Draft letters, write and review discovery, and prepare responses to opposing counsel</p><p>• Generate status reports and manage multiple tasks simultaneously</p><p>• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review</p><p>• Communicate effectively with clients and opposing counsel to progress through the case process</p><p>• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness</p><p>• Attend court proceedings in person and virtually as needed to represent clients</p><p>• Participate in business development and networking functions</p><p>• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.</p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect.</p><p><br></p><p><strong>Senior Advice Strategist (CFP® or Series 65)</strong></p><p><strong>About the Role</strong></p><p>Join a client‑focused advisory team delivering sophisticated, fully integrated financial plans across tax, estate, insurance, and investments. You’ll partner closely with advisors and cross‑functional teams to design strategies, present recommendations, and support a high‑touch client experience in a fast‑paced, growth‑oriented environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Collaborate with advisors to produce client‑ready advice and planning materials.</li><li>Lead complex plan development (cash flow, tax, insurance, estate).</li><li>Present planning strategies and recommendations directly to clients.</li><li>Enhance planning tools, software, and workflow efficiency.</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>A people‑first culture with exceptional training and career development.</li><li>Boutique, high‑touch client experience backed by strong resources and clear leadership vision.</li><li>Expanding West/Midwest presence and the ability to make a meaningful impact on clients’ financial lives.</li></ul>
<p>Robert Half's insurance industry client in Walnut Creek, CA is seeking a contract-to-permanent Senior. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Senior Administrative Assistant duties include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today.</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>
<p>We are looking for a skilled Wordpress Engineer to join our client's team on a contract basis. In this role, you will design and develop a high-quality Wordpress website aimed at showcasing the excellence of their design team and attracting top-tier talent. The project will involve crafting a visually stunning and interactive site that aligns with the brand standards and supports evergreen content and a growing blog.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate closely with designers to create a Wordpress website that reflects high standards of animation, visual detail, and interactive functionality.</p><p>• Design and implement unique animations, parallax effects, and hover states to deliver a visually engaging user experience.</p><p>• Develop a site that enables the design team to independently upload and manage content using established Wordpress tools.</p><p>• Ensure seamless integration of Wordpress into existing systems and websites.</p><p>• Execute website designs with precision, matching Figma files and design specifications accurately.</p><p>• Provide recommendations for improving the long-term functionality and maintainability of the site and its blog.</p><p>• Attend meetings and align work schedules with partners during standard business hours.</p><p>• Test and optimize the website for performance, responsiveness, and user experience.</p><p>• Work autonomously while maintaining clear communication with stakeholders to ensure project success.</p>
<p>Our client is a venture capital firm investing in high-potential companies across enterprise software, fintech, and other innovative sectors. The firm operates with a lean, entrepreneurial mindset and a highly collaborative culture. The team values strategic thinking, flexibility, and a long-term perspective focused on building durable, sustainable businesses.</p><p> </p><p>Responsibilities</p><ul><li>Lead quarterly fair value analyses for portfolio companies, applying standard VC valuation approaches and documenting key assumptions and market factors.</li><li>Present valuation conclusions and methodology clearly to auditors, internal committees, and firm leadership.</li><li>Support quarterly and annual close activities, including review and preparation of financial statements and partner reporting.</li><li>Oversee capital activity by reviewing capital calls, distributions, cash forecasting, and reconciliations for accuracy.</li><li>Assist with audits by preparing support schedules, responding to auditor requests, and managing related follow-ups.</li><li>Provide guidance and development support to fund accounting staff and respond to LP questions as needed.</li></ul><p> </p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days</strong></p><p> </p><p>Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced and motivated Fundraising Officer to lead efforts in major donor and planned giving initiatives for our organization. This long-term contract role offers an exciting opportunity to cultivate relationships and secure significant contributions that will drive impactful outcomes. The ideal candidate will possess strong strategic thinking and communication skills, as well as a proven track record of successfully managing donor portfolios.<br><br>Responsibilities:<br>• Identify and research potential major gift donors, building a comprehensive pipeline of prospects.<br>• Manage a portfolio of 75-125 donors, guiding them through discovery, cultivation, solicitation, and stewardship phases.<br>• Develop and implement tailored strategies to secure donations ranging from mid-level to 7-figure contributions.<br>• Plan and execute donor engagement events, such as receptions, tours, and volunteer experiences.<br>• Collaborate with the Development team to create compelling donor materials, including proposals and briefing memos.<br>• Cultivate planned giving opportunities with both new and existing donors, integrating legacy giving into broader fundraising strategies.<br>• Stay informed on tax laws and investment strategies relevant to planned giving, utilizing this knowledge to enhance donor engagement.<br>• Work closely with leadership, board members, and volunteers to identify and connect with new donor prospects.<br>• Monitor and report on fundraising progress, ensuring alignment with organizational goals and performance metrics.<br>• Maintain accurate donor records using Salesforce and provide regular updates on activities and outcomes.
<p><strong>Job Description</strong></p><p>Kick-start your career in finance and accounting career opportunity, perfect for recent graduates who want to build their skills and gain real-world experience.</p><p>As an Entry-Level Staff Accountant, you’ll:</p><ul><li>Assist with day-to-day accounting tasks including accounts payable/receivable, general ledger entries, and reconciliations</li><li>Support month-end and year-end closing processes</li><li>Help prepare financial statements and reports</li><li>Collaborate with finance and operations teams to drive process improvements</li><li>Learn and leverage leading accounting software platforms</li><li>Contribute to special projects and support compliance efforts</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great match, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional seeking a role where you can grow, lead, and contribute in a collaborative environment? We’re partnering with a boutique wealth management firm that integrates a strong tax practice into its services. This position offers flexibility, professional development, and the chance to work alongside a supportive team dedicated to excellence.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that truly values continuous learning and personal growth.</li><li>Work in a warm, client-centered environment with a strong team culture.</li><li>Build toward a leadership role as you grow with the firm.</li><li>Enjoy a flexible hybrid schedule and competitive compensation.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns.</li><li>Support technical reviews and assist with complex tax matters.</li><li>Collaborate with senior leaders and tax preparers to ensure accuracy and quality.</li><li>Assist with client communication and deliver exceptional service.</li><li>Gradually take on increased responsibility for reviews and sign-offs over time.</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a strong match, apply today and send your resume to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional looking to grow your career while taking on more responsibility in a collaborative environment? We’re seeking a <strong>Tax Manager</strong> to join a boutique wealth management firm with an integrated tax practice. This role offers meaningful client exposure, professional development, and the opportunity to grow into a leadership position with a supportive, close‑knit team.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that prioritizes learning, mentorship, and professional growth</li><li>Work in a warm, client‑focused environment with a strong team culture</li><li>Opportunity to step into increasing leadership responsibilities over time</li><li>Enjoy a flexible hybrid schedule and competitive compensation</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns</li><li>Support technical reviews and assist with more complex tax matters</li><li>Collaborate closely with senior leadership and tax preparers to ensure accuracy and quality</li><li>Assist with client communications and deliver exceptional client service</li><li>Gradually take on greater responsibility for reviews and final sign‑offs</li></ul>
<p><strong>Ready to Explore What’s Next?</strong></p><p>If this role feels like a strong fit, apply today and share your resume with <strong>JC del Rosario via LinkedIn</strong>. I’d welcome the chance to connect and learn more about your background.</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you looking for a tax role where you can expand your expertise, take on meaningful responsibility, and collaborate with a close‑knit team? We’re partnering with a boutique wealth management firm that places tax strategy at the heart of its client offerings. This opportunity combines flexibility, long‑term growth, and exposure to thoughtful leadership in a supportive environment.</p><p><br></p><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Be part of a firm that invests in professional development and ongoing learning</li><li>Work in a relationship‑driven, client‑focused culture with strong collaboration</li><li>Grow into a leadership position as the firm continues to scale</li><li>Benefit from a flexible hybrid schedule and competitive compensation</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns</li><li>Assist with technical analyses and complex tax issues</li><li>Partner with senior leadership and tax staff to ensure accuracy and quality</li><li>Support client communications and deliver high‑touch service</li><li>Take on increasing review and sign‑off responsibility as your role evolves</li></ul>
