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806 results in 94531
- Brentwood, CA
- remote
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p>Our client is looking for a skilled Pre-Litigation Attorney to join their team. This role involves managing personal injury cases from intake through settlement, ensuring efficient resolution while maximizing case value. The ideal candidate will possess strong negotiation skills and a deep understanding of pre-litigation processes, contributing to a collaborative and results-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle a high-volume caseload of personal injury cases from intake through settlement.</p><p>• Assess liability, damages, and overall case value to develop strategic approaches.</p><p>• Guide clients through treatment plans and the progression of their cases.</p><p>• Collect, review, and organize medical records, bills, and supporting documents.</p><p>• Prepare and submit detailed demand packages to insurance carriers.</p><p>• Conduct settlement negotiations to resolve cases effectively prior to litigation.</p><p>• Identify cases requiring escalation to litigation and oversee a seamless transition.</p><p>• Maintain consistent communication with clients and internal teams to ensure case updates.</p><p>• Collaborate with support staff to optimize case outcomes and efficiency.</p>
- 2026-11-12T00:00:00Z
- Menlo Park, CA
- remote
- Temporary / Contract
- 40 - 45 USD / Hourly
- We are looking for an experienced HR Business Partner to support engineering and technology leaders in Menlo Park, California. This Long-term Contract position will focus on aligning people strategies with business objectives, strengthening organizational effectiveness, and guiding leaders through key talent decisions. The role combines strategic partnership with hands-on execution, making it ideal for someone who is comfortable advising senior stakeholders while managing day-to-day HR priorities in a fast-moving environment.<br><br>Responsibilities:<br>• Partner with senior leaders across engineering and technology teams to address workforce needs, organizational challenges, and long-range talent priorities.<br>• Direct and support the yearly performance review process, including coaching managers, facilitating evaluation discussions, and ensuring milestones are completed on schedule.<br>• Advise leaders on employee growth, performance concerns, succession planning, compensation-related matters, and other people-focused decisions.<br>• Work closely with HR partners, centers of expertise, and cross-functional teams to deliver people programs and reinforce consistent practices across the organization.<br>• Help implement talent initiatives that improve engagement, development, and retention while aligning with broader business goals.<br>• Handle operational HR activities such as submitting requests, maintaining accurate employee records, updating organizational information, and completing administrative tasks as needed.<br>• Lead recurring HR programs and special projects independently, maintaining strong documentation, accuracy, and timely follow-through.<br>• Adjust quickly to shifting business demands while balancing strategic consultation with responsive execution in a high-paced setting.
- 2026-11-03T00:00:00Z
- Sacramento, CA
- onsite
- Permanent / Full Time
- 100000 - 130000 USD / Yearly
- <p>Lisa Cole with Robert Half is seeking a hands-on <strong>Accounts Payable Manager</strong> to lead and enhance a multi-entity AP function. This role is ideal for a process-oriented leader with experience building workflows, driving process improvements, implementing technology solutions, and supporting cash planning initiatives. Reporting to senior accounting leadership, this position will oversee daily AP operations while creating a scalable, best-in-class accounts payable organization.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead full-cycle accounts payable operations, including invoice processing, approvals, vendor payments, and month-end close activities.</li><li>Develop, document, and implement standardized AP workflows, policies, and procedures across multiple business units.</li><li>Identify and drive process improvement initiatives that increase efficiency, strengthen controls, and reduce manual effort.</li><li>Build and manage weekly payment forecasts and rolling cash disbursement plans to support cash flow and working capital objectives.</li><li>Partner with Accounting, Finance, Operations, and Procurement teams to improve processes and ensure timely payments.</li><li>Lead AP automation, ERP enhancement, and system implementation projects.</li><li>Strengthen internal controls, vendor management processes, and payment approval workflows.</li><li>Oversee 1099 compliance, audit support, vendor master maintenance, and electronic payment initiatives.</li></ul><p><br></p><p><br></p>
- 2026-11-13T00:00:00Z
- Moraga, CA
- onsite
- Temporary / Contract
- 30 - 42 USD / Hourly
- <p><strong>Job Title:</strong> Property Management Bookkeeper </p><p><strong>Pay:</strong> $30 - $42 hourly </p><p> </p><p><strong>Position Summary:</strong> Our client, a growing commercial property management company, is seeking a Bookkeeper to support the financial operations of a portfolio of office, industrial, and retail properties. This role will be responsible for full-cycle bookkeeping, tenant billing, accounts payable, bank reconciliations, lease administration support, and monthly financial reporting. The ideal candidate will have experience working in a property management or real estate environment and be comfortable managing multiple entities and properties simultaneously.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle bookkeeping for a portfolio of commercial properties</li><li>Process vendor invoices and oversee accounts payable activities</li><li>Prepare and distribute tenant invoices, rent statements, and recurring billings</li><li>Monitor accounts receivable and follow up on outstanding tenant balances</li><li>Perform monthly bank, credit card, and operating account reconciliations</li><li>Prepare journal entries and maintain accurate general ledger records</li><li>Assist with CAM reconciliations and annual operating expense recoveries</li><li>Support month-end and year-end close processes</li><li>Prepare property financial statements, variance reports, and management reports</li><li>Partner with property managers, tenants, vendors, and ownership groups on accounting-related matters</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- San Jose, CA
- remote
- Temporary / Contract
- 75 - 100 USD / Hourly
- <p>Midsize litigation firm is seeking an Associate Attorney to support its busy defense litigation practice. This role offers the opportunity to work on a full lifecycle caseload, from initial case assessment through resolution, in a collaborative and fast-paced environment. This position can be remote or on-site, depending on your work preferences and location. The ideal candidate will have an active CA Bar license and at least 2-3+ years of CA-based civil litigation experience. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and support all phases of defense litigation matters from inception through trial preparation, settlement, and resolution. </li><li>Draft, review, and file pleadings, motions, discovery requests and responses, and other litigation-related documents.</li><li>Conduct legal research and prepare memoranda on case strategy, liability, damages, and procedural issues. </li><li>Handle discovery, including document review, analysis, and coordination of eDiscovery materials.</li><li>Assist with trial preparation, including witness preparation, exhibit organization, and pretrial filings. </li><li>Communicate regularly with clients, opposing counsel, experts, and internal team members regarding case status and strategy. </li><li>Maintain case files and ensure compliance with court deadlines and procedural requirements. </li></ul><p><br></p>
- 2026-10-30T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 30 - 41 USD / Hourly
- <p>Robert Half is partnering with a leading international law firm seeking an experienced Business Immigration Paralegal to support its San Francisco office on a contract basis, with potential to convert to permanent employment.</p><p>This is an immediate need for a paralegal with hands-on employment-based immigration experience to join an established practice, work directly with attorneys, and manage substantive immigration matters.</p><p>The ideal candidate will have prior law firm experience preparing employment-based immigrant and nonimmigrant petitions, managing active caseloads, and coordinating filings with USCIS and other government agencies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and file employment-based immigrant and nonimmigrant petitions and applications, including H-1B, L-1, TN, PERM, I-140, I-485, and related immigration matters.</li><li>Manage immigration cases from initial intake and document collection through petition preparation, filing, and responses to Requests for Evidence (RFEs).</li><li>Draft immigration forms, supporting letters, and documentation for attorney review and submission to USCIS, DOL, and other government agencies.</li><li>Communicate directly with clients and employees to gather supporting documentation, coordinate case requirements, and provide updates on pending matters.</li><li>Maintain accurate case records, monitor filing deadlines and visa expiration dates, and track case progress using immigration case management systems.</li><li>Collaborate with attorneys to ensure timely, accurate, and compliant immigration filings.</li></ul><p><br></p>
- 2026-11-04T00:00:00Z
- Walnut Creek, CA
- onsite
- Temporary / Contract
- 50 - 55 USD / Hourly
- <p><strong>Senior Accountant</strong></p><p><strong>Compensation:</strong> $50 - $55 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- Oakland, CA
- onsite
- Permanent / Full Time
- 70000 - 90000 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><strong>Staff Accountant| Real Estate | Oakland; Hybrid </strong></p><p>An established, nationally recognized real estate development firm who is known for transforming complex properties into thriving mixed-use communities across the country is seeking a Staff Accountant. Specializing in large-scale master-planned developments, the firm brings together residential, retail, commercial, and office spaces to create dynamic destinations that serve and strengthen local communities. With a strong track record of executing complex projects and partnering with leading organizations, the firm offers an opportunity to be part of an innovative team shaping the future of real estate development.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full-cycle accounts payable process, including invoice processing, vendor payments, and account reconciliations.</li><li>Prepare journal entries, reconcile general ledger accounts, and support the month-end and year-end close process.</li><li>Assist with preparing financial statements and maintaining accurate accounting records for real estate entities.</li><li>Support cash management activities, including bank reconciliations and monitoring account balances.</li><li>Prepare audit schedules and provide documentation for external audits, tax filings, and compliance reporting.</li><li>Ensure compliance with internal controls, accounting policies, and regulatory requirements.</li><li>Identify opportunities to improve accounting processes and contribute to special projects as needed.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- Menlo Park, CA
- onsite
- Temporary / Contract
- 55 - 70 USD / Hourly
- <p>Growing software company is seeking an experienced Contracts Manager to lead the drafting, review, negotiation, and management of a wide range of commercial agreements. This role will support both sales contracting and procurement/vendor contracting, with a strong emphasis on SaaS-related terms, risk mitigation, and cross-functional collaboration. As a Contracts Manager with this organization, you'll join the legal team and report to the Commercial Counsel. The ideal candidate will be able to work on-site on a hybrid basis and have at least 5-10+ years of experience in contract management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, negotiate, and manage a high volume of SaaS-related agreements, including customer contracts, MSAs, SaaS subscription agreements, order forms, NDAs, DPAs, SOWs, amendments, and vendor/procurement contracts.</li><li>Partner closely with Sales, Procurement, Legal, Finance, Security, and Product teams to support contract execution and business objectives. .</li><li>Lead contract negotiations for both revenue-generating customer deals and third-party/vendor engagements.</li><li>Identify legal and commercial risks in contract terms and propose practical solutions that align with company policies.</li><li>Support and improve contract lifecycle management processes, templates, playbooks, and approval workflows.</li><li>Ensure contract terms address key SaaS issues such as data privacy, security, service levels, licensing, usage rights, limitation of liability, indemnification, and termination rights.</li><li>Track contract obligations, key dates, renewals, and compliance requirements.</li><li>Collaborate with internal stakeholders to standardize contracting practices and shorten deal cycle times. .</li></ul><p><br></p>
- 2026-10-30T00:00:00Z
- Martinez, CA
- onsite
- Temporary / Contract
- 50 - 55 USD / Hourly
- <p><strong>Senior Accountant</strong></p><p><strong>Compensation:</strong> $50 - $55 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p>We are looking for an experienced Sr. Accountant to support core accounting operations and help maintain accurate financial records in San Francisco, California. This role will play a key part in close activities, balance sheet integrity, and day-to-day ledger accuracy while partnering with internal teams to keep reporting on track. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a hands-on approach to reconciliations and journal entry preparation.</p><p><br></p><p>Responsibilities:</p><ul><li>Prepare invoicing support reports, including rent collections, AP aging, and bank reconciliations.</li><li>Audit timekeeping records, resolve discrepancies, and address payroll inquiries.</li><li>Record payroll accruals and adjustments through month-end journal entries.</li><li>Partner with HR to implement payroll-related policy updates.</li><li>Monitor purchase card activity and ensure required documentation is submitted.</li><li>Reconcile credit card and bank transactions and allocate expenses correctly.</li><li>Maintain payroll-related GL accounts and expense reconciliations.</li><li>Organize audit records and support annual audit activities.</li><li>Handle additional accounting and payroll tasks as needed.</li></ul>
- 2026-11-05T00:00:00Z
- San Jose, CA
- onsite
- Temporary / Contract
- 27.7115 - 32 USD / Hourly
- We are looking for a detail-oriented IT Support specialist to deliver responsive technical assistance and maintain smooth day-to-day technology operations for employees in California. This Contract position is ideal for someone who enjoys solving end-user issues across devices, applications, and access management while contributing to a dependable support environment. The role will work closely with internal IT teams to handle device setup, user lifecycle support, security-related tasks, and operational improvements.<br><br>Responsibilities:<br>• Deliver hands-on support for end users experiencing issues with Windows and macOS computers, accessories, and common workplace technology.<br>• Diagnose and resolve problems involving Microsoft 365 tools such as Outlook, Teams, OneDrive, and SharePoint to minimize disruption to daily work.<br>• Administer user access by assisting with account setup, password support, and application permissions through Entra ID, Active Directory, and Okta.<br>• Support endpoint management activities including device enrollment, configuration updates, software distribution, and compliance actions using Microsoft Intune.<br>• Investigate and address technical issues related to hardware, installed applications, network connectivity, printers, and meeting room equipment.<br>• Prepare, image, deploy, replace, and troubleshoot laptops and other assigned devices to support employee productivity.<br>• Coordinate IT tasks tied to employee onboarding and offboarding, ensuring timely setup and recovery of systems and equipment.<br>• Contribute to patching efforts, endpoint remediation, and other security-focused activities to help maintain a stable and secure environment.<br>• Manage incoming service desk requests with accurate documentation, clear user communication, and timely escalation of advanced issues to specialized teams.<br>• Assist with operational IT initiatives such as onboarding readiness, hardware refresh efforts, and other client services projects as needed.
- 2026-11-02T00:00:00Z
- Walnut Creek, CA
- onsite
- Temporary / Contract
- 30 - 42 USD / Hourly
- <p><strong>Job Title:</strong> Property Management Bookkeeper </p><p><strong>Pay:</strong> $30 - $42 hourly </p><p><strong> </strong></p><p><strong>Position Summary:</strong> Our client, a growing commercial property management company, is seeking a Bookkeeper to support the financial operations of a portfolio of office, industrial, and retail properties. This role will be responsible for full-cycle bookkeeping, tenant billing, accounts payable, bank reconciliations, lease administration support, and monthly financial reporting. The ideal candidate will have experience working in a property management or real estate environment and be comfortable managing multiple entities and properties simultaneously.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle bookkeeping for a portfolio of commercial properties</li><li>Process vendor invoices and oversee accounts payable activities</li><li>Prepare and distribute tenant invoices, rent statements, and recurring billings</li><li>Monitor accounts receivable and follow up on outstanding tenant balances</li><li>Perform monthly bank, credit card, and operating account reconciliations</li><li>Prepare journal entries and maintain accurate general ledger records</li><li>Assist with CAM reconciliations and annual operating expense recoveries</li><li>Support month-end and year-end close processes</li><li>Prepare property financial statements, variance reports, and management reports</li><li>Partner with property managers, tenants, vendors, and ownership groups on accounting-related matters</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 135000 USD / Yearly
- <p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid (1-3 Days Onsite)</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-13T00:00:00Z
- Sacramento, CA
- onsite
- Temporary / Contract
- 27.7115 - 32.087 USD / Hourly
- We are looking for a detail-oriented Bookkeeper to support day-to-day accounting operations for a busy team in Sacramento, California. This Long-term Contract position is ideal for someone who is comfortable managing core bookkeeping activities in a structured role and collaborating closely with accounting leadership. The person in this role will help maintain accurate financial records, coordinate with external tax and audit contacts, and contribute to smooth month-to-month financial processes.<br><br>Responsibilities:<br>• Manage accounts payable and accounts receivable activities, ensuring timely processing, accurate coding, and proper recordkeeping.<br>• Perform routine bank and account reconciliations to verify transactions, resolve discrepancies, and maintain reliable financial data.<br>• Prepare and post journal entries that support monthly accounting activity and accurate general ledger maintenance.<br>• Serve as a point of coordination with external tax and audit partners by organizing financial information and responding to documentation requests.<br>• Maintain bookkeeping records in both QuickBooks Online and QuickBooks Desktop, keeping files current and well organized.<br>• Work closely with the Accounting Manager and internal team members to support daily accounting workflows and reporting needs.<br>• Help monitor financial transactions and supporting documentation to promote accuracy, completeness, and compliance with internal practices.<br>• Fulfill the role on site during the initial six months, with a transition to a hybrid schedule of two remote days per week afterward.
- 2026-11-11T00:00:00Z
- Livermore, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- <p>Robert Half's client in Livermore, CA is seeking a Logistics Clerk to join their warehouse operations team. This position is responsible for receiving and inspecting incoming shipments, organizing inventory, preparing orders for shipment or delivery, performing light assembly of data center racks, and maintaining an organized warehouse environment.</p><p>This is a temporary position expected to last 4-6 months.</p><p><br></p><p>Logistics Clerk Responsibilities:</p><ul><li>Receive hardware shipments and verify the condition and quantity of goods.</li><li>Inspect and verify incoming items against packing slips and purchase orders.</li><li>Sign delivery slips and document receipt of goods.</li><li>Check shipments for damage and missing items and escalate discrepancies as needed.</li><li>Scan and receive inventory into SAP.</li><li>Organize and store inventory within designated warehouse locations and rack bays.</li><li>Review sales orders and prepare goods for shipping, delivery, or customer pickup.</li><li>Perform local van deliveries to customers.</li><li>Prepare pull sheets based on client specifications and stage materials for integration.</li><li>Prepare delivery tickets for inventory leaving the warehouse.</li><li>Assist with shipping and receiving activities, including freight and truck deliveries.</li><li>Build data center racks and perform light assembly work.</li><li>Maintain a clean, organized, and safe warehouse environment.</li></ul><p>Qualifications:</p><ul><li>High School Diploma and two years of relevant experience.</li><li>Basic knowledge of Microsoft Office, including Excel and Outlook.</li><li>Basic written and verbal communication skills.</li><li>Ability to prioritize, plan, and remain on task.</li><li>Strong attention to detail.</li><li>Dependable and consistent work habits.</li></ul><p>Physical Requirements:</p><ul><li>Ability to lift up to 50 pounds.</li></ul><p>If you are interested in this Warehouse Associate role, please submit your resume for consideration!</p>
- 2026-11-12T00:00:00Z
- Sacramento, CA
- onsite
- Temporary / Contract
- 23.75 - 25 USD / Hourly
- We are looking for a Medical Front Desk Specialist to support daily patient-facing operations for a healthcare organization in Sacramento, California. This Contract position is ideal for someone who combines strong front office coordination skills with a welcoming and detail-oriented approach to patient service. The role focuses on appointment management, check-in support, communication across the office, and accurate handling of electronic medical records in a fast-paced clinical setting.<br><br>Responsibilities:<br>• Welcome patients and visitors, provide clear guidance at arrival, and create an organized and efficient front desk experience.<br>• Coordinate appointment scheduling, confirm upcoming visits, and adjust calendars to help maintain smooth patient flow throughout the day.<br>• Manage patient check-in activities, verify demographic and insurance details, and ensure required forms are completed accurately.<br>• Answer incoming calls, respond to routine questions, and direct messages or requests to the appropriate clinical or administrative staff.<br>• Maintain and update electronic medical records with attention to accuracy, confidentiality, and timely documentation.<br>• Handle general reception and administrative tasks such as scanning records, processing paperwork, and supporting daily office operations.<br>• Communicate with patients regarding visit preparation, appointment changes, and follow-up needs in a courteous and efficient manner.
- 2026-11-14T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 145000 - 175000 USD / Yearly
- <p>A nationally recognized and thriving wealth management and advisory firm is seeking a <strong>Vice President of Client Services</strong> to help shape and elevate the client experience across a growing organization.</p><p><br></p><p>This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm.</p><p><br></p><p>The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement.</p><p><br></p><p>Lead and Develop High-Performing Teams</p><ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul><p>Elevate the Client Experience</p><ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul><p>Partner Across the Business</p><ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul><p>Drive Operational Excellence</p><ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 175000 USD / Yearly
- <p>Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.</p><p>• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.</p><p>• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.</p><p>• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.</p><p>• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.</p><p>• Support regulatory and compliance-related reporting needs as required by the business.</p><p>• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.</p><p>• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.</p><p>• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.</p><p>• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 120000 - 150000 USD / Yearly
- We are looking for a detail-oriented Probate/Trust Administration Paralegal to support sophisticated estate matters in San Jose, California. This role focuses on guiding probate and trust administration files from opening through final distribution while ensuring accurate documentation, reporting, and coordination of assets. The ideal candidate brings strong organizational skills, sound judgment, and experience handling fiduciary and tax-related matters in a legal environment.<br><br>Responsibilities:<br>• Manage probate and trust administration matters through each stage of the process, from initial court filings to closing distributions.<br>• Coordinate the collection, valuation, and transfer of estate and trust assets, ensuring timely preparation of supporting documentation.<br>• Prepare and review estate, gift, and related fiduciary tax filings for accuracy and completeness.<br>• Assemble fiduciary accountings and supporting financial records for attorney review and submission.<br>• Draft probate and trust administration documents, including petitions, orders, pleadings, and related court materials.<br>• Prepare deeds and other real estate transfer documents connected to estate and trust matters.<br>• Maintain well-organized case files, calendars, and records to support efficient matter management and compliance deadlines.
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 145000 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>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></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 Jose, CA
- onsite
- Permanent / Full Time
- 145000 - 205000 USD / Yearly
- We are looking for a skilled Litigation Associate to join our team in San Jose, California. This role focuses on handling real estate disputes and litigation while providing support for other practice areas within the firm. The ideal candidate will bring expertise in civil litigation, a strong understanding of California law, and a commitment to delivering excellent legal services.<br><br>Responsibilities:<br>• Conduct in-depth legal research and analysis to develop effective case strategies.<br>• Draft legal documents, including pleadings, motions, and discovery requests, with accuracy and attention to detail.<br>• Represent clients in settlement negotiations, hearings, and trials to secure favorable outcomes.<br>• Collaborate with colleagues to address complex legal matters and provide strategic guidance.<br>• Review and interpret California civil procedure and evidence codes to ensure compliance in litigation processes.<br>• Manage client matters with professionalism and maintain strong communication throughout the case lifecycle.<br>• Prepare for and participate in depositions, mediations, and other litigation proceedings.<br>• Maintain a high standard of ethical conduct and professionalism while advocating for clients.<br>• Stay informed about legal developments and changes in real estate law to provide informed counsel.<br>• Support the firm's broader litigation practices as needed, contributing to a collaborative team environment.
- 2026-10-22T00:00:00Z
- San Rafael, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p><strong>Take Your Tax Career Beyond Compliance</strong></p><p><br></p><p>A well-established and growing CPA firm is seeking an experienced <strong>Tax Manager</strong> who wants more than another busy season. This is a unique opportunity to work closely with firm leadership, gain greater influence in the business, and position yourself for long-term advancement as the next generation of leaders is developed.</p><p><br></p><p>If you're looking for a firm where your expertise is valued, your voice is heard, and your career path extends well beyond your current title, this could be the opportunity you've been waiting for.</p><p><br></p><p>Call<strong> Robyn Rosemon</strong> directly for more information! 707.387.0299</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Review and prepare complex individual, corporate, LLC, and partnership tax returns</li><li>Lead year-end tax planning and advisory engagements</li><li>Manage tax notices, audits, and regulatory inquiries</li><li>Review financial statements and accounting engagements</li><li>Mentor and develop tax and accounting staff</li><li>Serve as a trusted advisor to clients and leadership teams</li><li>Identify planning opportunities and provide strategic recommendations</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- Corte Madera, CA
- onsite
- Temporary / Contract
- 85 - 95 USD / Hourly
- <p>We are looking for an Agentic AI Orchestration Architect to join a Contract engagement supporting a retail visual production team in Corte Madera, California. In this role, you will assess how work moves across creative operations, connect existing AI-driven tools into a cohesive orchestration framework, and deliver practical improvements that can be adopted quickly. This position is ideal for a consultant who can combine technical architecture, workflow design, and stakeholder collaboration to build a scalable foundation for agentic AI in production environments.</p><p><br></p><p>Responsibilities:</p><p>• Lead onsite discovery sessions with a visual production team to analyze current processes, decision points, dependencies, and operational slowdowns.</p><p>• Design an orchestration approach that connects existing AI agents, automations, and platform-specific workflows into a unified operating model without replacing effective solutions unnecessarily.</p><p>• Deliver early-stage process enhancements that improve day-to-day production efficiency while defining a broader roadmap for long-term agentic AI adoption.</p><p>• Create a standardized work-order and state-management framework that tracks identifiers, assets, revisions, routing logic, ownership, approvals, and auditability across the workflow.</p><p>• Build rules-based routing and human review checkpoints, including support for manual status updates tied to production milestones such as studio shoots and print approvals.</p><p>• Develop notification and monitoring mechanisms that provide clear visibility into task readiness, delays, exceptions, and blocked work across the end-to-end process.</p><p>• Integrate tools such as Figma, Google Workspace, Box, and shared file environments using APIs, webhooks, and related connectivity patterns.</p><p>• Implement safeguards that carry upstream changes through dependent downstream activities in a controlled and reliable manner.</p><p>• Produce system documentation, train users on the operating model, and hand over a practical runbook with a prioritized backlog for future enhancements.</p>
- 2026-11-11T00:00:00Z