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- Mill Valley, CA
- onsite
- Permanent / Full Time
- 160000 - 225000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Tax Manager</p><p>📍 Mill Valley, CA (Hybrid)</p><p>🏢 Boutique Wealth Management & Advisory Firm</p><p>💰 Competitive Base + Bonus + Significant Career Growth</p><p><br></p><p>A highly regarded boutique wealth management and advisory firm is seeking an experienced <strong>Senior Tax Manager</strong> to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.</p><p><br></p><p><strong>Who You Are</strong></p><p>You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.</li><li>Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.</li><li>Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.</li><li>Build long-term client relationships while delivering a high-touch, concierge-level service experience.</li><li>Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.</li><li>Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 70000 - 90000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 140000 - 180000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accounting Manager | Venture Capital Firm | San Francisco; Hybrid </strong></p><p> </p><p>Join a leading San Francisco venture firm investing across AI, enterprise software, fintech, healthcare, robotics, deep tech, and other complex sectors. With a strong track record and a hands-on model that blends investing with talent and company-building, the firm offers a unique seat at the intersection of venture, finance, and operations.</p><p> </p><p>This role will support accounting, reporting, fund operations, audit, tax, and strategic finance across multiple venture funds and related entities. This is a high-impact, hands-on role with exposure to senior leadership, fundraising, and new fund launches.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund closes across multiple entities</li><li>Oversee capital calls, distributions, fees, carry, and allocations</li><li>Prepare financial statements and investor reporting</li><li>Review investment activity, valuations, and fund waterfalls</li><li>Manage cash, liquidity, commitments, and funding flows</li><li>Coordinate with fund admins, auditors, and tax advisors</li><li>Support new funds, SPVs, and operational improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- Mountain View, CA
- onsite
- Temporary / Contract
- 30 - 45 USD / Hourly
- <p><strong>Position Overview</strong></p><p>We are seeking an experienced HR Generalist to support a variety of human resources functions, including employee relations, recruitment, onboarding, benefits administration, compliance, and performance management. This role will serve as a key partner to employees and leadership while helping maintain a positive and compliant workplace environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Support full-cycle recruiting, onboarding, and offboarding activities.</li><li>Administer employee benefits, leave programs, and HRIS updates.</li><li>Assist with employee relations matters and HR policy implementation.</li><li>Maintain personnel records and ensure compliance with federal, state, and company regulations.</li><li>Partner with managers on performance management, training, and employee development initiatives.</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- San Rafael, CA
- onsite
- Permanent / Full Time
- 130000 - 160000 USD / Yearly
- <p>We are looking for an experienced Estate Planning Attorney in San Rafael, California. The position offers a hybrid work environment, with three days in the office and two days working remotely.</p><p><br></p>
- 2026-11-10T00:00:00Z
- Fremont, CA
- onsite
- Temporary / Contract
- 45 - 47 USD / Hourly
- We are looking for an experienced Sr. Recruiter to support hiring efforts for a Long-term Contract position based in Fremont, California. This role is ideal for a detail-oriented recruiter who excels in fast-moving environments and can independently drive searches across technical, operational, and commercial functions. You will play a key role in attracting top talent, managing multiple active requisitions, and strengthening recruiting practices to support business growth.<br><br>Responsibilities:<br>• Lead end-to-end recruitment for a wide range of positions, including engineering, manufacturing, technical operations, IT/software, and sales roles.<br>• Proactively identify and engage passive talent through targeted outreach strategies and modern sourcing platforms.<br>• Manage a high volume of open requisitions while balancing competing priorities and maintaining a strong candidate experience.<br>• Partner with hiring managers to define talent needs, align on selection criteria, and move searches forward efficiently.<br>• Oversee interview coordination, candidate communication, and offer process execution throughout the hiring lifecycle.<br>• Improve recruiting operations by refining workflows, enhancing candidate tracking methods, and supporting stronger hiring practices.<br>• Contribute to applicant tracking system optimization, including experience with platforms such as Lever when applicable.<br>• Adapt quickly to shifting business needs and operate effectively with minimal supervision in an evolving environment.
- 2026-10-15T00:00:00Z
- Modesto, CA
- onsite
- Permanent / Full Time
- 120000 - 145000 USD / Yearly
- We are looking for an Associate Attorney (Trusts & Estates) to join a respected legal team in Modesto, California. This role focuses on guiding individuals and families through estate planning and trust administration with thoughtful legal counsel and precise document preparation. The attorney will work directly with clients and alongside internal and external professionals to deliver practical solutions related to wealth transfer, fiduciary matters, and long-term planning.<br><br>Responsibilities:<br>• Create and refine comprehensive estate planning instruments, including trusts, wills, powers of attorney, and advance health care directives tailored to client objectives.<br>• Advise clients on strategies involving wealth preservation and transfer, with attention to gift, estate, and generation-skipping tax considerations.<br>• Oversee trust administration matters from initial review through final distribution, ensuring timely progress and legal compliance.<br>• Provide guidance to trustees, executors, fiduciaries, and beneficiaries on duties, rights, and issues arising during estate and trust administration.<br>• Prepare transfer-related documentation and recommend appropriate asset funding steps to align plans with client intentions.<br>• Partner with attorneys, paralegals, accountants, financial professionals, and other advisors to support coordinated client service.<br>• Build and maintain strong client relationships while contributing to the firm’s outreach and business development efforts.<br>• Support related dispute matters as needed through legal research, motion drafting, briefing, and discovery activities.
- 2026-11-12T00:00:00Z
- Sacramento, CA
- onsite
- Permanent / Full Time
- 65000 - 85000 USD / Yearly
- We are looking for a dedicated Legal Assistant/Paralegal to join our detail-oriented services team in Sacramento, California. This role supports a busy litigation practice and offers an excellent benefits package, including health coverage and a 401(K) profit-sharing plan. The position provides flexibility with a hybrid schedule following an initial in-office period.<br><br>Responsibilities:<br>• Manage and maintain attorney calendars, including tracking deadlines and coordinating schedules using a master calendar system.<br>• Open and close client matters while creating and maintaining comprehensive client profiles.<br>• Draft and format various legal documents, letters, and memoranda, ensuring accuracy and attention to detail.<br>• Conduct e-filing of court documents, adhering to local, state, and federal court rules.<br>• Prepare and organize discovery materials, motions, deposition notices, subpoenas, and trial binders.<br>• Assist in the preparation of exhibits and trial or hearing documentation.<br>• Support attorneys in managing cases from inception through trial, providing administrative and litigation assistance.<br>• Generate expense reports and maintain accurate records for billing purposes.
- 2026-10-22T00:00:00Z
- Sacramento, CA
- onsite
- Permanent / Full Time
- 54000 - 58000 USD / Yearly
- We are looking for a dependable Administrative Assistant to support daily office operations. Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. <br> Responsibilities: -Provide administrative support that contributes to the overall effectiveness and continuity of daily operations. -Coordinate information, resources, and activities among internal and external stakeholders to promote timely execution of priorities. -Manage ongoing administrative processes while adapting to shifting workloads, deadlines, and organizational needs. -Produce and maintain records, correspondence, and reports in accordance with established practices and quality standards. -Support planning, scheduling, and implementation efforts for meetings, projects, and departmental initiatives. -Monitor operational needs, identify areas requiring attention, and facilitate appropriate follow-through. -Assist in maintaining positive working relationships with individuals across all levels of the organization. -Participate in process improvement efforts that enhance organization, communication, and service delivery.
- 2026-11-02T00:00:00Z
- Mill Valley, CA
- onsite
- Permanent / Full Time
- 85000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae with Robert Half’s Financial Services Division</strong> is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a <strong>Paraplanner</strong> to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients. This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Assist advisors in the preparation and development of comprehensive financial plans</li><li>Gather and organize client financial data including assets, liabilities, income, and cash flow</li><li>Run financial planning scenarios and analyze outputs using planning software</li><li>Prepare meeting materials, reports, and client presentations</li><li>Support advisors with follow-ups and implementation of planning recommendations</li><li>Maintain accurate client records and documentation within CRM systems</li><li>Assist with investment account paperwork and client onboarding when needed</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- San Rafael, CA
- onsite
- Permanent / Full Time
- 62000 - 115000 USD / Yearly
- We are looking for an experienced Paralegal to join a plaintiff-focused personal injury practice in San Rafael, California. This role supports attorneys across both pre-litigation and active litigation matters while helping clients navigate the legal process with care and professionalism. The position offers a hybrid work arrangement and the chance to contribute within a team-oriented environment that values accuracy, responsiveness, and strong case support.<br><br>Responsibilities:<br>• Oversee a portfolio of personal injury cases from initial intake through settlement or further litigation, keeping each matter organized and progressing on schedule.<br>• Prepare a wide range of legal documents, including client correspondence, demand submissions, pleadings, discovery materials, subpoenas, and settlement-related paperwork.<br>• Gather, organize, and analyze medical records, billing statements, and other supporting documentation needed to develop and evaluate claims.<br>• Track filing dates, procedural deadlines, and key case events while assisting attorneys with court submissions, depositions, mediations, and trial readiness.<br>• Serve as a consistent point of contact for clients, insurance representatives, healthcare providers, and opposing counsel to support timely communication and case updates.<br>• Maintain complete and accurate case files in the firm’s management systems, ensuring records, calendars, and documentation remain current and reliable.
- 2026-10-22T00:00:00Z
- San Jose, CA
- onsite
- Temporary / Contract
- 27.7115 - 32.087 USD / Hourly
- We are looking for an Operations Specialist to support performance monitoring and operational analysis within a consumer banking environment in San Jose, California. This Long-term Contract position focuses on improving service outcomes, evaluating business-critical processes, and delivering insights tied to call center performance and credit card operations. The ideal candidate brings a strong understanding of consumer lending and banking workflows, along with the ability to translate data into practical operational recommendations.<br><br>Responsibilities:<br>• Track and interpret call center performance indicators to identify trends, gaps, and opportunities for operational improvement.<br>• Review credit card and consumer banking activities to help maintain efficient, accurate, and compliant day-to-day operations.<br>• Conduct criticality assessments on processes and issues to support prioritization and business continuity decisions.<br>• Analyze operational data and prepare clear reporting for stakeholders to support informed decision-making.<br>• Partner with cross-functional teams to address workflow challenges and improve service delivery across customer-facing operations.<br>• Support process refinement efforts within lending and banking functions to increase consistency and reduce operational risk.<br>• Monitor exceptions, escalations, and recurring issues, recommending practical actions to improve performance and customer experience.
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 95000 - 200000 USD / Yearly
- <p>We are looking for an experienced Business Immigration Attorney for a law firm based in San Francisco, CA. This position is REMOTE, but candidates must be local to the Bay Area and have the ability to come into the office on occasion as needed. </p><p><br></p><p>Responsibilities:</p><p>• Handle a diverse caseload of employment-based immigration matters, including nonimmigrant and immigrant visa petitions for business clients.</p><p>• Counsel employers and human resources teams on case strategy, filing timelines, eligibility considerations, and required supporting documents.</p><p>• Draft, analyze, and finalize petitions, applications, legal support letters, and related evidence with a high standard of accuracy.</p><p>• Represent organizations in business immigration matters, including compliance-related issues and interactions connected to government proceedings.</p><p>• Perform legal research and communicate with government agencies to clarify requirements and advance case progress.</p><p>• Partner with senior attorneys and colleagues on shared client matters to develop sound legal approaches and consistent service delivery.</p><p>• Guide and support legal staff in case preparation, document review, and client communication best practices.</p><p>• Contribute to internal knowledge resources, template development, website content, and continuous improvement efforts across the practice.</p><p>• Maintain quality control across active matters to promote consistency, precision, and dependable client outcomes.</p>
- 2026-11-10T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 140000 - 190000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Top Private Equity | San Jose | Base + Bonus + Profit Sharing!</strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 160000 - 190000 USD / Yearly
- <p>Well respected multi office firm is looking for an accomplished Senior Attorney to join their trusts and estates practice in one of their 3 locations (Menlo Park, San Francisco, or Sacramento). This role is well suited for a lawyer who brings substantial experience in estate planning, probate, and trust administration, and who values direct client partnership on complex legal matters. The position offers the opportunity to guide sophisticated engagements, deliver thoughtful legal strategies, and support the continued growth of less experienced team members.</p><p><br></p><p>Responsibilities:</p><p>• Counsel individuals and families on estate planning strategies, including the preparation of wills, trusts, and transfer structures designed to meet personal and financial objectives.</p><p>• Lead probate and trust administration matters through each stage of the process, ensuring timely progress, accurate filings, and practical issue resolution.</p><p>• Oversee the quality and accuracy of legal work produced by less-experienced attorneys and support staff, offering direction as matters progress.</p><p>• Mentor junior attorneys through feedback and day to day collaboration to strengthen the overall practice team.</p><p>• Manage a full workload independently while maintaining high standards of responsiveness, organization, and client service.</p><p>• Contribute to a cooperative office culture and support the continued development and success of the practice group.</p>
- 2026-11-12T00:00:00Z
- Pleasanton, CA
- onsite
- Temporary to Hire
- 27.7115 - 32.087 USD / Hourly
- We are looking for an Accounts Payable Clerk to join a team in Pleasanton, California in a Contract to Permanent role. This position centers on high-volume payables work while also supporting select receivables and general accounting tasks. The ideal candidate brings current, hands-on experience in invoice processing, payment handling, and financial record maintenance within a fast-paced environment.<br><br>Responsibilities:<br>• Manage a high-volume accounts payable workload, including processing roughly 100 vendor payments each week with accuracy and timeliness.<br>• Examine invoices and related backup for completeness, resolve inconsistencies, and confirm charges before payment is released.<br>• Record vendor bills in QuickBooks, apply proper coding, and maintain accurate transaction details in the accounting system.<br>• Prepare checks and supporting materials for distribution, ensuring payment documentation is complete and properly matched.<br>• Oversee recurring payables to help prevent missed deadlines and keep scheduled obligations current.<br>• Maintain organized tracking of invoices, payments, and supporting accounting records in both electronic and physical files.<br>• Communicate issues such as missing paperwork, incorrect billing, or payment discrepancies to accounting leadership for follow-up.<br>• Provide updates regarding open invoices, processed payments, and other routine accounting activities to support team visibility.<br>• Contribute to payment posting and related receivables support after the initial onboarding period, as assigned.
- 2026-11-14T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 190000 - 200000 USD / Yearly
- <p>We are looking for an experienced Employment Attorney to join a well established team in San Jose, California. This opportunity is suited to a lawyer who can independently drive employment matters from initial assessment through resolution while delivering practical counsel to clients on workplace compliance and dispute prevention. The role offers a broad practice spanning litigation, advisory work, and training, and would be a strong fit for someone with solid courtroom experience and strong written and verbal advocacy skills.</p><p><br></p><p>Responsibilities:</p><p>• Lead employment matters through all phases of litigation, from early case evaluation and strategy through discovery, motion practice, hearings, and resolution.</p><p>• Represent clients in wage and hour disputes, discrimination claims, wrongful termination cases, and related workplace actions in state and federal court.</p><p>• Take and defend depositions, prepare witnesses, and serve as primary counsel in contested matters with limited supervision.</p><p>• Draft persuasive motions, briefs, pleadings, and other case documents with a high level of accuracy and strategic focus.</p><p>• Advise employers on compliance with wage and hour rules, leave requirements, workplace policies, and California labor regulations.</p><p>• Respond to administrative agency complaints and guide clients through investigations, pre-litigation disputes, and risk management considerations.</p><p>• Support employers with policy development, compliance initiatives, and training programs designed to reduce workplace legal exposure.</p><p>• Handle complex employment matters, including class and representative actions, while maintaining strong client communication and case organization.</p>
- 2026-11-12T00:00:00Z
- Mountain View, CA
- onsite
- Permanent / Full Time
- 100000 - 160000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul><p><br></p>
- 2026-11-12T00:00:00Z
- Orinda, CA
- onsite
- Permanent / Full Time
- 190000 - 250000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Controller | Investment Firm | Orinda; Hybrid</strong></p><p> </p><p>Join a <strong>highly regarded investment firm</strong> with a thoughtful, long-term investment approach and strong reputation in the market. This is a <strong>high-visibility, hands-on role</strong> with broad exposure across fund and investment operations, significant autonomy, and the opportunity to shape the role based on your experience and interests.</p><p> </p><p>Ideal for someone who enjoys <strong>wearing multiple hats, solving problems, and taking ownership</strong> in a sophisticated investment environment. <strong>Strong employee tenure, fully covered benefits, unlimited PTO, bonus potential, complimentary meals, and a collaborative team culture.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support daily trade and investment operations for open-ended funds</li><li>Reconcile trades, positions, cash, and investment activity</li><li>Partner with fund administrators, custodians, brokers, and other service providers</li><li>Resolve discrepancies and ensure accurate, timely processing</li><li>Support settlements, corporate actions, cash movements, and related activity</li><li>Support additional fund structures as the role evolves</li><li>Take ownership of operational projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- South San Francisco, CA
- onsite
- Permanent / Full Time
- 75000 - 110000 USD / Yearly
- <p>We are looking for a detail-oriented Paralegal/Legal Assistant to support an in-house litigation team. Company is based in South San Francisco, California. The ideal candidate will have 4+ years of litigation experience and strong case management experience. </p><p><br></p><p>Responsibilities:</p><p>• Oversee litigation files from initial complaint through resolution, helping maintain progress at each stage of the case.</p><p>• Coordinate calendars, monitor court deadlines, and ensure key dates, hearings, and filing requirements are tracked accurately.</p><p>• Prepare, review, and electronically submit pleadings and other legal documents to the appropriate courts.</p><p>• Draft case management conference statements and assist with related court-mandated submissions.</p><p>• Support discovery efforts by preparing written discovery, organizing responses, and following up on required documentation.</p><p>• Communicate with clients to gather information and records needed for discovery responses and ongoing case development.</p><p>• Assist with motion-related filings and help organize supporting responses and related documentation.</p><p>• Compile, format, and finalize court documents and filing materials in advance of hearings and trial preparation.</p>
- 2026-10-27T00:00:00Z
- Union City, CA
- onsite
- Temporary / Contract
- 35.625 - 41.25 USD / Hourly
- <p>We are looking for a Lab Manager to lead daily laboratory operations and coordinate research-focused projects in Union City, California. This is a Contract position requiring a hands-on leader who can guide technical teams, monitor project progress, and help maintain clear execution across lab activities. The role supports research use only and centers on tissue- and cell-based workflows, protocol oversight, and cross-functional coordination. The ideal candidate brings strong project management experience along with the ability to provide structure, direction, and support in a fast-paced onsite environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day laboratory operations by guiding lab technicians and project managers to keep research activities on track.</p><p>• Monitor study and project timelines, review status updates, and maintain accurate progress tracking using tools such as NetSuite or similar platforms.</p><p>• Provide technical oversight for histology-related work, including tissue sectioning, staining processes, and antibody-based assays.</p><p>• Supervise laboratory workflows involving Western blot, H&E staining, and other tissue or cell analysis activities to support research objectives.</p><p>• Review and reinforce laboratory protocols to promote consistency, quality, and timely execution across ongoing work.</p><p>• Coordinate across functions to resolve operational issues, prioritize workload, and keep teams aligned on deliverables.</p><p>• Support a productive team environment by offering clear direction, managing competing priorities, and helping reduce workflow bottlenecks.</p><p>• Maintain full onsite engagement in Union City, California while ensuring research samples and activities are handled according to non-clinical use expectations.</p><p><br></p><p>If you are interested in the role, please apply today and call us today (510) 470-7450</p>
- 2026-10-30T00:00:00Z
- Santa Cruz, CA
- onsite
- Temporary to Hire
- 35.625 - 41.25 USD / Hourly
- We are looking for a Corporate Tax Staff Accountant to join our team in California in a hybrid, contract-to-permanent role. This position is ideal for a tax specialist who brings strong experience across corporate income tax, indirect tax, and compliance activities while working closely with accounting and finance partners. The selected candidate will contribute to accurate filings, reliable reporting, and efficient tax processes in a dynamic business environment.<br><br>Responsibilities:<br>• Prepare and examine corporate tax filings across federal, state, and local jurisdictions to support accurate and timely reporting.<br>• Oversee indirect tax obligations, including sales and use tax and other transaction-based tax requirements, ensuring compliance with applicable rules.<br>• Coordinate return submissions, tax payments, and supporting documentation so deadlines are consistently met without errors.<br>• Contribute to month-end and year-end close activities by assisting with tax provisions, account reconciliations, journal entries, and related schedules.<br>• Organize tax records and provide audit support by compiling requested materials and addressing questions from internal and external reviewers.<br>• Monitor updates to tax legislation and evaluate how regulatory changes may affect reporting requirements and compliance practices.<br>• Collaborate with accounting and finance teams to maintain accurate tax data within Microsoft Dynamics and strengthen day-to-day tax reporting workflows.<br>• Identify opportunities to enhance tax processes, improve internal controls, and increase efficiency across compliance and reporting activities.
- 2026-11-13T00:00:00Z
- Concord, CA
- onsite
- Permanent / Full Time
- 0 - 0 USD / Hourly
- <p>Advance your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while expanding your experience through diverse, high-impact client assignments across the East Bay, building skills that accelerate your professional growth.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>· Perform month-end closings, reconciliations, and financial reporting.</p><p>· Support accounts payable, accounts receivable, and general ledger functions.</p><p>· Ensure compliance with accounting standards and company policies.</p><p>· Assist with audits and special accounting projects as needed.</p><p>· Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
- 2026-11-03T00:00:00Z