<p>We are looking for an experienced Cost Accountant to join our clients dynamic team in the San Joaquin County. This role is ideal for a detail-oriented individual with a strong background in manufacturing cost accounting and a passion for optimizing operational budgets. You will play a vital role in ensuring accurate cost analyses and fostering collaboration with plant management to enhance productivity. Contact Edgar Gonzalez 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Monitor and track production expenses to ensure adherence to budgetary guidelines.</p><p>• Analyze cost variances and provide actionable insights to improve operational efficiency.</p><p>• Collaborate with plant management and General Manager to streamline processes and enhance cost reporting accuracy.</p><p>• Build strong relationships with plant teams to ensure effective communication and teamwork.</p><p>• Conduct detailed evaluations of manufacturing costs and implement strategies for cost optimization.</p><p>• Support the Controller and Accounts Payable team in achieving financial objectives.</p><p>• Assist in preparing financial forecasts and budgets to support operational goals.</p><p>• Ensure compliance with accounting standards and company policies.</p>
<p>We are looking for a Paralegal to join a commercial litigation firm in Oakland, California. This role is crucial to our operations as you will be responsible for assisting attorneys with legal and factual research, case management, and preparing legal documents. You will also have the opportunity to engage in various aspects of litigation from investigations to trial preparation.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist in the preparation and submission of filings with State and Federal Courts and arbitration tribunals.</p><p>• Schedule hearings, appointments, and deadlines, ensuring smooth case management.</p><p>• Maintain accurate case files, client information, and records in an organized manner.</p><p>• Conduct legal and factual research, including creating case timelines and synthesizing facts.</p><p>• Aid in the preparation of discovery requests and responses, subpoenas, pleadings, motions, and correspondence.</p><p>• Proofread, format, and check citations in documents, adhering to the Bluebook citation guide.</p><p>• Provide comprehensive assistance in all aspects of litigation, including investigations, discovery, and trial preparation.</p><p>• Maintain and manage document databases and logs; produce documents when necessary.</p><p>• Record time in accordance with ABA litigation guidelines.</p><p>• Perform other case-related administrative duties as assigned.</p>
<p>Amanda Warren with Robert Half is looking for an experienced Accounting Manager to oversee and guide financial operations within a construction organization in Sacramento, California. This role requires a skilled and detail-oriented individual with strong leadership skills, attention to detail, and the ability to ensure compliance with accounting standards.</p><p><br></p><p>Responsibilities:</p><p>• Direct and manage the month-end closing process to ensure timely and accurate reporting.</p><p>• Oversee general ledger activities, ensuring all transactions are properly recorded and reconciled.</p><p>• Prepare and review financial statements and coordinate audits to ensure compliance with regulatory standards.</p><p>• Supervise account reconciliations to verify accuracy and identify discrepancies.</p><p>• Manage journal entries, ensuring proper classification and adherence to accounting principles.</p><p>• Monitor and report on work-in-progress (WIP) accounts to maintain transparency and financial accuracy.</p><p>• Provide mentorship and guidance to accounting staff, fostering growth and development.</p><p>• Collaborate with cross-functional teams to support organizational financial goals.</p>
<p>We are seeking a detail-driven and experienced <strong>Accounting Manager</strong> to lead the financial operations of our esteemed property in Napa, Ca. This is an exceptional opportunity for a hospitality professional with a strong background in hotel accounting and a commitment to accuracy, compliance, and operational excellence. The ideal candidate will play a key role in financial reporting, budgeting, and process improvement, ensuring the continued success and integrity of our accounting functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensure accuracy and reconciliation of all ledgers, including Guest Ledger, Accounts Receivable Ledger, and Deposit Ledger.</li><li>Prepare and review monthly financial statements, journal entries, accruals, and all supporting documentation as part of the month-end close process.</li><li>Monitor daily revenue activity, investigating and resolving discrepancies between the Point of Sale (POS) and Property Management Systems (PMS).</li><li>Perform monthly balance sheet reconciliations, identifying and correcting variances in a timely manner.</li><li>Partner with department leaders to analyze financial performance and support budgeting and forecasting efforts.</li><li>Maintain compliance with internal financial policies and procedures, supporting both internal and external audits.</li><li>Provide operational recommendations to enhance accuracy, transparency, and efficiency in financial reporting.</li><li>Utilize problem-solving skills to address and resolve financial issues as they arise</li></ul><p><br></p>
<p>We are looking for a detail-oriented Legal Secretary to join our team in Sacramento, California. This role is essential in providing administrative and legal support within the litigation sector. The ideal candidate will thrive in a fast-paced environment and possess exceptional organizational and communication skills.<strong> This exciting position is HYBRID, 2 days onsite after training! </strong></p><p><br></p><p>Responsibilities:</p><p>• Prepare, format, and edit legal documents and correspondence with a high level of accuracy.</p><p>• Manage case files and maintain comprehensive records for litigation matters.</p><p>• Coordinate schedules and appointments for attorneys, ensuring efficient time management.</p><p>• Communicate effectively with clients, opposing counsel, and court personnel regarding case-related matters.</p><p>• Handle billing processes, including tracking time entries and preparing invoices.</p><p>• File legal documents with courts and agencies, adhering to deadlines and procedural requirements.</p><p>• Conduct research to support case preparation and provide attorneys with relevant information.</p><p>• Maintain confidentiality and uphold ethical standards in all legal matters.</p><p>• Assist with administrative tasks, such as answering phone calls and managing office supplies.</p>
<p><strong>Associate – Client Services Accounting</strong></p><p>A prestigious private investment office is seeking a meticulous and client-focused <strong>Associate</strong> to join its <strong>Client Services Accounting</strong> team. This is a unique opportunity to support high-net-worth, multigenerational families through comprehensive financial reporting, operational accounting, and cross-functional collaboration.</p><p><br></p><p><strong>About the Role</strong></p><p>As part of a collaborative 13-person team, you’ll manage daily transactions, prepare financial reports for individuals, trusts, and LLCs, and work closely with internal departments to deliver exceptional client service. This role offers high visibility, meaningful impact, and long-term career growth within a values-driven organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Record journal entries and meet quarterly close deadlines</li><li>Prepare financial statements for individuals, trusts, and entities</li><li>Manage accounts payable and forecast client liquidity needs</li><li>Reconcile bank, brokerage, credit card, and other balance sheet accounts</li><li>Review investment valuations and personal loan activity</li><li>Liaise with clients, estate managers, and vendors for payment and reporting requests</li><li>Partner with internal teams on financial reporting and forecasting initiatives</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Inclusive, learning-oriented culture with opportunities for growth</li><li>Competitive benefits including paid parental leave, childcare stipend, and volunteer time off</li><li>Mission-driven team dedicated to long-term client success</li></ul><p><strong>Interested in learning more?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Jennifer Fukumae </strong>with Robert Half's Finance and Accounting is partnering with a<strong> top-tier private equity firm </strong>focused on fueling innovation within the software, data, and analytics sectors is seeking an <strong>Assistant Fund Controlle</strong>r to join its growing finance team.</p><p> This is a high-impact role working closely with the CFO, fund administrators, and portfolio company leadership. The position is ideal for a CPA with a Big 4 foundation and hands-on experience in private equity or fund accounting who thrives in a fast-paced, collaborative environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and review work performed by third-party fund administrators.</li><li>Maintain general ledgers for internal funds; perform monthly closings and reconciliations (bank, intercompany, investment, and partners’ capital accounts).</li><li>Prepare financial statements and quarterly investor reporting packages in accordance with LP agreements.</li><li>Assist with quarterly valuations, annual audits, and tax reviews (K-1s, Forms 1042/8804, federal and state filings).</li><li>Support SEC compliance and fund-level reporting requirements.</li><li>Oversee partner capital calls, distributions, and related correspondence.</li><li>Collaborate with FP& A and investment teams on portfolio dashboards and performance analysis.</li><li>Participate in ad hoc and strategic finance projects for both the firm and portfolio companies.</li></ul><p><br></p>
<p>Looking for a challenging opportunity to advance your career in database administration? Our Bay Area client is seeking an Associate Database Administrator skilled in Salesforce and SharePoint to join their team. If you’re detail-oriented, a problem-solver, and a collaborative professional ready to make an impact, this may be the position for you!</p><p> </p><p>This role is contract-to-hire role, and can be 100% remote.</p><p> </p><p>Key Responsibilities</p><p> </p><p>Salesforce Administration:</p><ul><li>Manage, support, and assist Salesforce users (400–500 tickets).</li><li>Perform data quality control, remediation, and validation to ensure data accuracy.</li><li>Import/export data and troubleshoot system issues to resolve user queries.</li><li>Provide user training on updates, best practices, and system functionality.</li></ul><p> </p><p>SharePoint Design & Administration:</p><ul><li>Design, configure, and maintain SharePoint sites, permissions, workflows, and integrations.</li><li>Perform migrations using tools like ShareGate and Metalogix, maintain governance, and collaborate on platform improvements.</li><li>Ensure systems are performing optimally while troubleshooting as needed.</li></ul><p> </p><p>Collaboration & Compliance:</p><ul><li>Partner with stakeholders to gather requirements, translate needs, and ensure data security and compliance with standards.</li><li>Contribute to cross-functional projects and support system upgrades or transitions.</li></ul>
<p><strong>Ready to make an impact? Our client is a Senior Accountant in San Francisco!</strong> This is your chance to lead month-end close, global consolidations, audits, and revenue processes in a fast-paced, growth-driven environment. If you’re detail-oriented, thrive on solving complex challenges, and want to shape financial excellence, we’d love to connect.</p><p><br></p><ul><li>Minimum 5 years of accounting experience</li><li>Background in a publicly-traded company preferred</li><li>Bachelor’s degree in Accounting or related field</li><li>CPA preferred</li><li>Proficiency in Excel, Google Sheets, Sage Intacct, Bill.com, Airbase, and Avalara (preferred)</li><li>Familiarity with ASC 340-40, ASC 842, and ASC 606 compliance (preferred)</li><li>Experience working in a SaaS environment</li><li>Strong foundation in accounting with interest in broadening technical expertise</li><li>Team-oriented mindset with ability to collaborate across departments</li><li>Proactive in identifying challenges and developing solutions</li><li>Strong critical thinking and ability to turn concepts into actionable steps</li><li>High energy, hands-on approach with ability to lead and provide structure in a fast-paced environment</li></ul><p><br></p><p>👉 Reach out to Natalie Lue on LinkedIn for immediate consideration.</p>
We are looking for a highly skilled Technical Accounting Manager to join our team on a long-term contract basis in Menlo Park, California. In this role, you will leverage your expertise in technical accounting and external reporting to support critical functions such as internal controls, debt and equity accounting, and regulatory compliance. This position offers an exciting opportunity to work in a dynamic environment, contributing to the organization's readiness as it transitions to public company standards.<br><br>Responsibilities:<br>• Develop and document internal controls related to debt instruments, ensuring compliance with relevant accounting standards.<br>• Review and validate third-party valuation reports, verifying assumptions and fair value adjustments for accuracy.<br>• Manage the accounting and reporting of warrant liabilities, including quarterly valuations and compliance with applicable regulations.<br>• Oversee stock-based compensation processes, aligning valuation models and accounting treatments with industry standards.<br>• Assist in the preparation and review of quarterly and annual regulatory filings, ensuring compliance with all reporting requirements.<br>• Collaborate with external auditors and valuation specialists to ensure audit readiness and adherence to technical accounting guidelines.<br>• Contribute to the evaluation and implementation of external reporting platforms to streamline reporting processes.<br>• Strengthen technical accounting documentation and provide support for internal and external audits.<br>• Ensure the accuracy and consistency of financial statement disclosures related to debt, equity, and warrants.<br>• Partner with cross-functional teams to enhance financial reporting processes and maintain compliance with evolving standards.
<p><strong>Senior Client Associate – Family Office</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. The firm provides ultra-high-net-worth families with a comprehensive suite of services, including investment management, financial planning, lending strategies, and bespoke family office solutions. The culture is collaborative, client-centric, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work environment</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with accuracy, efficiency, and discretion</li><li>Collaborate with senior leadership on strategic initiatives and client solutions</li><li>Guide and support associates and analysts on shared client accounts</li><li>Assist clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional networks</li></ul><p><strong>Interested in this opportunity?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this could be the right next step in your career.</p>
<p>We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis.</p><p><br></p><p>Responsibilities:</p><p>• Carry out month-end closing procedures</p><p>• Conduct general ledger reconciliations</p><p>• Perform bank reconciliations to ensure financial accuracy</p><p>• Manage AP and billing operations for clients</p><p>• Conduct detailed accounting analysis for financial clarity</p><p>• Provide services to a diverse group of clients</p><p>• Utilize Excel for various accounting tasks</p><p>• Maintain and update client records regularly.</p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
<p><strong>Financial Planner – Wealth Advisory | San Francisco Bay Area</strong></p><p>A purpose-driven wealth management firm in the Bay Area is seeking a <strong>Financial Planner</strong> to join its collaborative and client-centric team. This is a high-impact opportunity for an experienced advisor to lead client relationships, mentor associate team members, and deliver comprehensive financial planning in a values-based environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Financial Planner, you’ll serve as a trusted advisor to clients, crafting personalized strategies that align with their financial goals and life values. You’ll work closely with internal teams and external professionals to deliver holistic planning across investments, estate, tax, and philanthropic objectives—while also guiding and developing Associate Planners.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and manage client relationships with a focus on long-term trust and strategic planning</li><li>Develop and present customized financial plans, cash flow analyses, and portfolio reviews</li><li>Collaborate with CPAs, attorneys, and internal specialists to ensure integrated advice</li><li>Oversee investment policy implementation and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate, timely reporting</li><li>Mentor and coach Associate Wealth Architects to support their professional growth</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives and innovation</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a strong client-first philosophy</li><li>Supportive, collaborative culture focused on personal and professional growth</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul><p><strong>Interested?</strong></p><p>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to hear from you.</p>
<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><strong>Associate – Client Services Accounting</strong></p><p>Are you a detail-driven accounting professional looking to make a meaningful impact in a collaborative, mission-focused environment? Join a dynamic team that supports high-net-worth, multigenerational clients through exceptional financial services and strategic guidance.</p><p><br></p><p>This is a unique opportunity to grow your career in a role that blends technical accounting, client service, and cross-functional collaboration. You’ll be part of a close-knit team that values excellence, innovation, and integrity—while contributing to a purpose-driven organization that prioritizes long-term relationships and community impact.</p><p><br></p><p><strong>About the Role</strong></p><p>As an Associate in the Client Services Accounting team, you’ll play a vital role in delivering accurate, timely, and confidential financial support. You’ll manage day-to-day transactions, prepare financial reports, and partner with internal teams to provide comprehensive insights and solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute core accounting functions including accounts payable, reconciliations, and journal entries.</li><li>Prepare quarterly financial statements and cash forecasts.</li><li>Analyze bank, brokerage, credit card, and other balance sheet accounts.</li><li>Review investment valuations, loans, and other financial data for reporting.</li><li>Interface directly with clients, estate managers, and vendors to manage payments and respond to inquiries.</li><li>Collaborate with internal teams on client reporting and strategic initiatives.</li><li>Maintain compliance with regulatory standards and internal policies.</li></ul><p><strong>What Success Looks Like</strong></p><ul><li>Delivering accurate and timely financial support with discretion and professionalism.</li><li>Building trusted relationships with clients and internal partners.</li><li>Contributing ideas to improve service delivery and operational efficiency.</li><li>Supporting teammates and fostering a culture of learning and innovation.</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive compensation based on experience and education.</li><li>Comprehensive benefits including:</li><li>Medical, dental, and vision coverage</li><li>401(k) with 5% match + annual employer contribution</li><li>Paid parental leave (20 weeks), medical leave, and flexible vacation</li><li>Childcare stipend, infertility benefits, and mental health support</li><li>Volunteer time off, donation matching, and service awards</li><li>Education assistance and career development support</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are looking for an experienced Project Manager/Sr. Consultant to join our team in San Jose, California. This Contract-to-permanent position is ideal for a detail-oriented individual with a strong background in vendor management, delivery governance, and IT project execution. The successful candidate will play a pivotal role in managing vendor relationships, ensuring delivery excellence, and driving alignment between business needs and technology solutions.<br><br>Responsibilities:<br>• Oversee vendor delivery engagements, maintaining accountability and ensuring alignment with organizational objectives.<br>• Define and enforce service delivery standards, including SLAs, KPIs, and quality benchmarks, to drive consistency and performance.<br>• Monitor delivery outcomes and address gaps or challenges proactively to ensure high-quality results.<br>• Manage escalation processes effectively, resolving issues and holding vendors accountable for their commitments.<br>• Collaborate with internal stakeholders to align vendor activities with evolving business requirements and priorities.<br>• Build and maintain strong partnerships with large consulting firms while ensuring strict adherence to performance and delivery guidelines.<br>• Guide vendors in implementing delivery frameworks such as Agile, SAFe®, or other methodologies as required.<br>• Evaluate delivery processes related to IT systems and business applications, ensuring efficiency and quality.<br>• Lead presentations and reports to communicate progress, challenges, and solutions to stakeholders at all organizational levels.
<p>A respected legal membership organization based in the San Francisco Bay Area is seeking a highly organized, detail-oriented, and customer-focused professional to join their team as a Membership Education & Events Coordinator.</p><p><br></p><p>This fully remote role offers a unique opportunity to gain hands-on experience in membership support, event coordination, and continuing education program management. The Coordinator will play a key role in supporting legal professionals through engaging programs and events. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process new member applications, renewals, and maintain accurate membership records.</li><li>Conduct outreach to support renewals and re-engage lapsed members.</li><li>Generate membership reports and assist with member communications.</li><li>Support planning and execution of virtual educational programs and networking events.</li><li>Coordinate with leadership and speakers to gather materials, conduct tech walk-throughs, and manage logistics.</li><li>Draft promotional content including e-blasts and program announcements.</li><li>Track attendance, issue certificates, and upload MCLE records to the State Bar of California (training provided).</li><li>Provide exceptional customer service to members, participants, and speakers.</li><li>Troubleshoot basic technical issues related to Zoom, ProLearn, and other platforms (training provided).</li><li>Assist with administrative tasks to support overall program operations.</li></ul>
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
<p>A reputable Bay Area law firm is in search of Litigation Legal Assistant based in our San Jose office. The role primarily involves providing comprehensive administrative and secretarial support to attorneys and paralegals. The industry involved is legal, and the successful candidate will be expected to handle multiple functions such as document preparation, scheduling, client communication, and file management.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Drafting, formatting, and editing various legal documents and administrative correspondence.</p><p>• Organizing and maintaining attorney calendars; scheduling conferences, meetings, court appearance dates, and discovery deadlines.</p><p>• Communicating effectively with clients, courts, opposing counsel, and other parties through phone, electronic communication, and written correspondence.</p><p>• Handling the creation, formatting, and filing of legal documents including Table of Contents and Table of Authorities in State, Federal, and Appellate Courts.</p><p>• Processing and reviewing invoices.</p><p>• Assisting in the organization of exhibits, documents, evidence, briefs, and appendices.</p><p>• Promptly opening and closing matters in accordance with firm policies and procedures.</p><p>• Maintaining client and administrative files in line with firm policies and procedures.</p><p>• Providing backup support to assigned team members and performing other duties as assigned.</p><p>• Utilizing strong skills in Microsoft Word, Outlook, and Excel, as well as proficiency in e-filing in State, Federal, and Appellate Courts.</p>
<p>We are looking for a detail-oriented HIM Technician to join our clients' team in St. Helena, California. This contract position requires working onsite and involves handling medical records, ensuring accuracy in documentation, and supporting administrative processes related to patient care. The ideal candidate will play a key role in maintaining the integrity and efficiency of health information systems while adhering to established guidelines.</p><p><br></p><p>Responsibilities:</p><p>• Organize and prepare medical records for efficient scanning, ensuring compliance with established procedures and productivity standards.</p><p>• Retrieve and file paper records required for patient care, maintaining proper tracking using chart tracking software.</p><p>• Conduct interviews with mothers to gather birth certificate information and accurately input data into the electronic birth certificate system.</p><p>• Process and forward completed birth certificates to the county, manage fetal death certificates, and respond to inquiries regarding certificates.</p><p>• Operate scanning equipment, review scanned images for quality, and complete scanning processes for quality review.</p><p>• Provide assistance to physicians in resolving chart deficiencies and inquiries related to dictation, transcription, and document imaging software.</p><p>• Perform chart audits, assist in deficiency analysis, and address issues related to medical record documentation.</p><p>• Maintain the organization of the file room, retrieve charts from permanent files or off-site storage, and support record purging activities.</p><p>• Respond to user inquiries regarding the release of information and ensure proper handling of patient records.</p><p>• Perform other administrative duties as assigned to support health information management processes.</p>
<p>We are seeking a detail-oriented and motivated <strong>Staff Accountant with NetSuite Experience</strong> to join our accounting team. In this role, you will be responsible for assisting with various accounting operations to ensure the accuracy of financial records and compliance with regulations. The ideal candidate has solid accounting knowledge, proficiency with NetSuite ERP, and a problem-solving mindset. </p><p><br></p><p>This is a full time (40 Hours per week) contract position that is anticipated to last 3-4 months with potential for an extension.</p><p><br></p><p>This position is located onsite in Oakland, California.</p><p><br></p><p><strong>Responsibilities:</strong> </p><ul><li>Manage and maintain accurate financial transactions, including entries in NetSuite </li><li>Assist with monthly, quarterly, and annual closing procedures, including account reconciliations and financial reporting. </li><li>Collaborate with cross-functional teams to maintain proper system integrations between NetSuite and other business systems. </li><li>Monitor accounts payable and receivable, ensuring timely payments and collections. </li><li>Perform variance analysis on general ledger accounts and investigate discrepancies. </li><li>Prepare and analyze financial statements in compliance with GAAP standards. </li><li>Support the audit process by providing requested documentation and schedules. </li><li>Assist with implementing process improvements and best practices to enhance accounting workflow and efficiency. </li><li>Maintain compliance with tax filings, regulations, and internal controls. </li></ul><p><br></p>
We are looking for an Associate Attorney to join our dynamic Insurance Coverage team in San Francisco, California. This position offers the opportunity to work on complex insurance coverage matters, including litigation and alternative dispute resolution, while collaborating in a supportive and fast-paced environment. The role is ideal for someone passionate about delivering exceptional legal services and eager to grow.<br><br>Responsibilities:<br>• Provide legal counsel to insurers on coverage issues, litigation strategies, and alternative dispute resolution processes.<br>• Prepare and review legal documents, including pleadings, motions, and briefs, to support case development and resolution.<br>• Represent clients in court proceedings, mediations, and arbitrations to advocate for favorable outcomes.<br>• Conduct thorough legal research and analysis to ensure compliance with regulations and precedents.<br>• Collaborate with team members to develop case strategies and share insights for effective resolution.<br>• Manage multiple cases efficiently while maintaining attention to detail and meeting deadlines.<br>• Build and maintain strong client relationships to understand their needs and deliver tailored solutions.<br>• Stay informed about changes in insurance laws and policies to provide up-to-date counsel.<br>• Participate in remote or hybrid work settings, leveraging technology to maintain productivity.<br>• Ensure adherence to ethical standards in all legal practices.
<p>We are looking for an experienced Senior Administrative Assistant to join our team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.</p><p><br></p><p>Senior Administrative Assistant Responsibilities:</p><p>1. Account Management:</p><p>• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.</p><p>• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.</p><p>2. Administrative Support:</p><p>• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.</p><p>• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.</p><p>3. Communication:</p><p>• Serve as the client’s primary point of contact for account questions.</p><p>• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.</p><p>4. Compliance:</p><p>• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).</p><p>• Monitor client account activity to detect and resolve compliance issues.</p><p>5. Team Collaboration:</p><p>• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.</p><p>• Participate in team meetings to discuss best practices and solutions for improving client service delivery.</p><p>• Assist with special projects assigned by direct management and the CCO.</p><p><br></p><p>If you are interested in applying to our Senior Administrative Assistant Position, submit your resume today!</p>
