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Client Service Associate - Beautiful Office on the Peninsula

Palo Alto, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
If interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration! Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment. Responsibilities<ul><li>Support and maintain relationships with high-net-worth clients </li><li>Coordinate and execute new client onboarding </li><li>Partner with attorneys, accountants, and other client advisors </li><li>Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans </li><li>Provide portfolio reporting, analytical, and relationship management support </li><li>Collaborate across teams to deliver a high-touch client experience </li></ul>
2026-05-16T00:00:00Z

Accounting Manager

Sacramento, CA
onsite
Permanent / Full Time
0 - 0 USD / Hourly
Robert Half is seeking an Accounting Manager to oversee daily accounting operations and ensure the accuracy of financial reporting in the Greater Sacramento Area. You will lead month- and year-end close processes, manage general ledger activities, and support budgeting and forecasting efforts. Key Responsibilities:<ul><li>Oversee and manage general accounting functions, including accounts payable, accounts receivable and the general ledger</li><li>Prepare and review financial statements to ensure accuracy and compliance with accounting standards</li><li>Lead month- and year-end close processes, including journal entries and account reconciliations</li><li>Collaborate with finance and operations teams to support budgeting, forecasting and strategic planning</li><li>Identify opportunities for process improvements and implement best practices in accounting operations</li><li>Ensure timely and accurate financial reporting for internal and external stakeholders</li></ul>
2026-05-26T00:00:00Z

Production Supervisor

Hayward, CA
onsite
Temporary / Contract
38 - 44 USD / Hourly
We are looking for an experienced Production Supervisor to guide onsite manufacturing activities in Hayward, California within the food processing industry. This Long-term Contract position is suited for a hands-on leader who can keep production moving efficiently while upholding strict quality, sanitation, and safety expectations. The role will oversee day-to-day floor operations, support a high-performing team, and help maintain dependable output in a fast-paced environment. Responsibilities: • Direct daily floor activity across production, packaging, sanitation, and related operations to maintain a steady and efficient workflow. • Supervise, coach, and develop a team of approximately 12 employees, setting clear expectations and reinforcing accountability. • Coordinate production plans and staffing priorities to meet volume targets while making effective use of labor and materials. • Track operational results such as output, downtime, yield, and product quality, then take corrective action when performance gaps arise. • Uphold food safety, quality control, and regulatory requirements throughout the manufacturing process. • Work closely with quality, maintenance, and operations partners to address equipment issues, process interruptions, and other production challenges. • Monitor raw material consumption and inventory accuracy to reduce waste and support uninterrupted production. • Maintain a safe, clean, and organized work environment by enforcing workplace safety standards and sanitation practices. • Identify opportunities to streamline processes and apply continuous improvement methods that increase efficiency and reduce downtime.
2026-05-11T00:00:00Z

Staff Accountant

Livermore, CA
onsite
Permanent / Full Time
0 - 0 USD / Hourly
Are you an accounting professional seeking a full-time opportunity that offers both stability and variety in the East Bay Area? Our team is looking for a Staff Accountant to join our Full-Time Engagement Professionals program. In this role, you will enjoy the security of full-time employment while supporting a range of on-site client projects and interim staffing needs. To apply, Connect with me on LinkedIn (Tawnia Kirshen) and send your resume directly. I look forward to connecting! Key Responsibilities:· Perform month-end closings, reconciliations, and financial reporting.· Support accounts payable, accounts receivable, and general ledger functions.· Ensure compliance with accounting standards and company policies.· Assist with audits and special accounting projects as needed.· Collaborate with teams across various departments to meet deadlines and objectives effectively.
2026-06-02T00:00:00Z

Event Outreach Assistant

Oakland, CA
onsite
Temporary / Contract
25 - 29 USD / Hourly
We are looking for a dedicated and detail-oriented Event Outreach Assistant to join our team in Oakland, California. This is a long-term contract opportunity within the non-profit sector, offering an excellent chance to contribute to impactful projects while expanding your attention to detail and organizational abilities. The ideal candidate will play a key role in supporting event outreach, administrative tasks, and project coordination. Responsibilities:• Conduct outreach to firms and organizations through cold calling to promote event attendance.• Maintain and update organizational contact lists to ensure accurate and efficient communication.• Assist in the preparation of documents and presentations, including PowerPoint materials.• Provide administrative support such as scanning, organizing files, and managing timelines.• Coordinate event-related tasks, ensuring smooth execution and adherence to schedules.• Support project management efforts by tracking progress and ensuring deadlines are met.• Collaborate with team members to ensure successful delivery of assigned tasks.• Manage master schedules and timelines for various projects and events.• Perform other duties as assigned to support organizational goals and objectives.
2026-05-08T00:00:00Z

Associate Attorney

Oakland, CA
onsite
Permanent / Full Time
125000 - 250000 USD / Yearly
Robert Half is recruiting Associate Attorney for a top-regarded, mid-sized personal injury law firm with a beautiful office in the East Bay. The firm is well-regarded for its commitment to its deserving clientele and the achievement of excellent results (verdicts and settlements) for them and their families. The following are the qualifications for the Associate opportunity:• 2+ years of civil litigation experience, preferably in a personal injury or products liability practice;• Good range of case management experience, including intake, preparation of complaints, discovery, some taking and defending depositions (preferred, but not required), law and motion, drafting / opposing dispositive motions (e.g., MSJs/MSAs), and ideally trial preparation, mediation, and settlement negotiation experience;• Plaintiff-side experience is preferred, but associates with defense experience are encouraged to apply if they have a proven interest in prosecuting injured workers’ / consumers’ rights;• Persuasive legal writing and advocacy skills;• Spanish language fluency is a big plus;• Willing and able to travel often to meet clients, attend depositions, and make court appearances; and• Active and in good standing with the State Bar of California. Make no mistake! This is a unique opportunity with a firm that has an excellent reputation and offers an unparalleled benefits package (including 100% paid for medical / dental / vision / Life / disability insurance coverage & Firm pays an additional 25% of annual total comp into a retirement pension plan). Our client is offering a base salary of $135,000 – 225,000+/yr., DOE, and bonus compensation. Again, the firm’s employment benefits are unbeatable! For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-05-05T00:00:00Z

Client Services Associate

Palo Alto, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Thriving Wealth Management Firm | Palo Alto Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks! Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships. The role offers a competitive compensation package with strong benefits, including a generous 401(k) match, comprehensive health coverage, unlimited PTO, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities. Responsibilities<ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Sr. Marketing Proposal Coordinator

Sunnyvale, CA
onsite
Permanent / Full Time
88000 - 99000 USD / Yearly
We are looking for an experienced and creative Sr. Marketing Proposal Coordinator to join our team in San Diego, California. In this role, you will lead the development of high-quality marketing proposals, presentations, and brand materials to support our business growth and client engagement efforts. This position requires strong project management, writing, and design skills, along with the ability to collaborate effectively with technical teams and leadership. Responsibilities:• Manage the complete proposal development process, including planning, scheduling, content creation, editing, and final production.• Collaborate with technical staff, leadership, and the marketing team to create compelling proposals that showcase the company’s expertise and differentiators.• Organize proposal kick-off meetings, develop strategic approaches, and oversee content assignments and production timelines.• Design visually appealing and brand-compliant proposals using Adobe InDesign and other Creative Cloud tools.• Develop and refine interview presentations for client meetings, ensuring clear and impactful messaging.• Maintain a calendar of proposal deadlines, RFx opportunities, and prequalification submissions to ensure timely responses.• Create and update marketing collateral such as brochures, client-specific packages, and recruiting materials.• Coordinate and support events for clients, architects, and industry partners, including preparation of promotional materials.• Manage marketing databases, including proposal templates, project photography, and content libraries, to ensure accurate and up-to-date resources.• Support additional marketing initiatives by contributing ideas to enhance efficiency and effectiveness.
2026-05-07T00:00:00Z

Part-Time Staff Accountant

San Mateo, CA
onsite
Temporary / Contract
35 - 38 USD / Hourly
Job Title: Part-Time Staff AccountantLocation: San Mateo, CASchedule: Part-time, 3 days onsite Job Description:Our client is seeking a Part-Time Staff Accountant to support the accounting team with key day-to-day finance functions. This role is ideal for a detail-oriented professional who thrives in a collaborative environment and can work onsite in San Mateo 3 days per week. Key Responsibilities:<ul><li>Provide audit support, including preparing schedules, gathering documentation, and assisting with auditor requests. </li><li>Perform account reconciliations, including bank, balance sheet, and general ledger reconciliations. </li><li>Process and support accounts payable activities, including invoice review, coding, and payment preparation. </li><li>Assist with month-end close tasks and maintain accurate financial records. </li><li>Help ensure compliance with internal accounting controls and procedures. </li></ul>Support ad hoc accounting projects and reporting needs as assigned.
2026-05-19T00:00:00Z

Controller

Oakland, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Colleen McAuliffe is looking for an experienced Controller to oversee accounting operations and financial reporting for a multi-entity organization based in Oakland, California. This position blends day-to-day financial leadership with oversight of controls, compliance, and reporting accuracy across corporate and related entities. The role requires sound judgment, strong organizational ability, and a hands-on approach to managing complex accounting activities while partnering with leadership on financial insight and process improvement. Responsibilities:• Direct accounting activities across multiple entities, including ledger maintenance, reconciliations, cash activity, payables, and receivables.• Lead monthly and annual close cycles, ensuring timely completion of entries, accruals, account analysis, and financial statement preparation.• Review financial results, investigate fluctuations, and present meaningful analysis to support business decisions.• Oversee vendor payments, customer receivable activity, and subledger-to-ledger balancing while resolving exceptions efficiently.• Monitor payroll-related accounting, benefit cost allocations, tax obligations, and coordination of required filings with external partners.• Manage compliance reporting such as 1099 preparation, unclaimed property submissions, business license renewals, and property tax documentation.• Coordinate external audit support, retirement plan reporting, and the collection of financial records required for examinations and reviews.• Strengthen internal controls, refine accounting procedures, and identify opportunities to improve automation, scalability, and reporting quality.• Supervise and develop accounting team members while collaborating with operations, human resources, information technology, and executive leadership on budgeting, forecasting, and cash flow planning.
2026-05-13T00:00:00Z

Bookkeeper

San Mateo, CA
onsite
Temporary / Contract
32 - 40 USD / Hourly
Job Title: BookkeeperLocation: San Mateo, CAEmployment Type: [Contract / Contract-to-Hire]Position OverviewOur client is seeking an experienced accounting professional to support day-to-day financial operations in a hands-on role. This position will be responsible for maintaining accurate financial records, assisting with reporting, managing transactional accounting activities, and supporting payroll, audit, and compliance processes. The ideal candidate will bring strong bookkeeping experience, attention to detail, and the ability to work independently in a fast-paced environment.Key Responsibilities<ul><li>Maintain complete and accurate financial records, including invoices, disbursements, receipts, journal entries, and general ledger activity</li><li>Handle accounts payable and accounts receivable functions, including billing, payment processing, collections follow-up, and vendor support</li><li>Reconcile bank, credit card, and other balance sheet accounts on a regular basis</li><li>Monitor cash activity and help track fund availability across multiple accounts</li><li>Prepare routine financial reports, account summaries, and supporting schedules for leadership review</li><li>Assist with month-end and year-end close processes, including reconciliations and financial statement preparation</li><li>Support tax-related processes, filings, and required year-end documentation</li><li>Process payroll and maintain records related to employee compensation, deductions, and benefit-related accounting</li><li>Prepare audit schedules and organize supporting documentation for internal and external review</li><li>Track fixed assets and record depreciation or amortization as needed</li><li>Assist with budget entry, reporting, and variance tracking</li><li>Maintain organized accounting files and ensure compliance with internal procedures and applicable regulations</li><li>Provide general administrative and office support as needed, including special projects assigned by leadership</li></ul>
2026-05-27T00:00:00Z

Financial Analyst

San Mateo, CA
onsite
Temporary / Contract
35 - 55 USD / Hourly
Job Title: FP&A Analyst – Full-Time Engagement ProfessionalsLocation: San Mateo County & Palo Alto Markets, CACompany: Robert Half Robert Half is seeking a highly analytical and collaborative FP&A Analyst to join our Full-Time Engagement Professionals (FTEP) practice supporting clients across San Mateo County and the Palo Alto area. This full-time opportunity provides the stability of permanent employment while offering exposure to a variety of industries, financial environments, and strategic projects.The ideal candidate will have experience in budgeting, forecasting, financial modeling, and business analysis, with the ability to provide actionable insights to support decision-making. Responsibilities<ul><li>Support budgeting, forecasting, and long-range financial planning processes</li><li>Prepare financial models, variance analyses, and management reports</li><li>Analyze business performance and identify key trends and risks</li><li>Partner with cross-functional teams to support strategic initiatives</li><li>Assist with monthly and quarterly financial reporting packages</li><li>Develop dashboards and reporting tools to improve visibility into business performance</li><li>Support ad hoc financial analysis and special projects</li><li>Ensure accuracy and integrity of financial data and reporting</li></ul>
2026-05-29T00:00:00Z

Content Writer

Walnut Creek, CA
remote
Temporary / Contract
45 - 50 USD / Hourly
We are looking for a skilled Content Writer to help shape digital experiences for several behavioral health brands. This Long-term Contract position will focus on creating clear, engaging web and editorial content that speaks effectively to healthcare audiences while reflecting each brand’s unique identity. The role calls for someone who can combine strategic thinking with strong execution to turn complex subject matter into accessible, audience-centered messaging. Responsibilities:• Create original website copy for multiple behavioral health brands, adapting messaging to suit different audiences and brand identities.• Develop core messaging frameworks, content themes, and value propositions that strengthen each brand’s market presence.• Maintain a consistent editorial approach by refining tone, style, and voice across digital and marketing materials.• Write long-form articles, thought leadership pieces, and storytelling content that builds credibility and audience engagement.• Align messaging across websites, campaigns, and other communication channels to support a cohesive brand experience.• Produce organic social media content that reflects campaign goals and reinforces established brand voice.• Partner with marketing, creative, and leadership stakeholders to deliver content that supports broader communications initiatives.• Translate specialized healthcare and behavioral health topics into language that is clear, informative, and easy for target audiences to understand.
2026-05-20T00:00:00Z

Controller

Burlingame, CA
onsite
Permanent / Full Time
180000 - 250000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL200K-250K Responsibilities-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds-Maintain the general ledgers and accounting entries for the Family and their investment portfolio- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.-Preparation of quarterly performance track record reporting-Liaise with external auditors and manage the annual audit process for the fund(s).- Work closely with Executive team on maintaining and improving the internal control framework -Manage and mentor a staff Requirements:-Bachelor’s degree in business, accounting, or finance-Public/private mix, CPA preferred-Family Office or Fund Accounting experience-Experience working with auditors and fund administrators required-Strong analytical skills, attention to detail, and accuracy
2026-05-09T00:00:00Z

Office Manager

Alameda, CA
onsite
Temporary to Hire
33.25 - 38.5 USD / Hourly
Role DetailsResponsibilities:1. Administrative Work· Work hours: Monday-Friday· Attend monthly board meetings after hours (hybrid format).2. Key Office Tasks· Address maintenance issues.· Manage owner relationships and receivables.3. Weekly Duties· Ensure the association remains within budget.· Prepare for board meetings, including creating packets.· Follow public meeting rules and documentation standards.· Enforce community standards and rules compliance. Profile Requirements:· Desired candidates should come from an administrative environment and have experience in corporate structures, policy, and procedures.· Candidates should ideally have executive-level skills capable of maintaining momentum in operations.· Avoid hiring individuals from management companies with structures incompatible with the organization’s needs. Organizational Details· The Homeowner’s Association is a 52-year-old organization overseeing 25 acres of large courtyards. Members own individual homes.· Current staff: 8 day workers.· Systems in use: HOA Assist (bookkeeping), Vanica, and payroll managed through ADP. Major Projects in Progress· Three significant construction projects currently underway. Hiring Process· Interviews will include: GM and Board Member The Association, a large-scale homeowners association with 438 homes, a clubhouse and pool located on approximately 25+/- acres located in Alameda, California, is seeking a highly motivated and experienced Assistant Manager. The Assistant Manager will work closely with the General Manager to manage budgets, oversee accounts receivable, enforce covenants, manage projects, and handle additional tasks as assigned.Key Responsibilities Owner Relations:Serve as a primary point of contact for homeowners, addressing concerns, answering questions, and facilitating positive interactions.Assist in organizing and attending community meetings, including Board meetings and special Maintain open communication with homeowners to ensure transparency and foster a sense of community.Communicate effectively while engaging in working relationships.Be accountable to help with resident and homeowner requests in a timely and professional manner. Budget Management:Assist in the development and management of the annual budget in collaboration with the General Manager.Monitor and control expenses to ensure adherence to the approved budget. Accounts Receivable:Assist with the oversight of the collection of assessments and other dues from homeowners.Manage the accounts receivable process, including tracking payments and following up on delinquent accounts.Work with legal counsel on lien filings and other collection actions as necessary.
2026-05-21T00:00:00Z

Paralegal

San Francisco, CA
onsite
Permanent / Full Time
70000 - 105000 USD / Yearly
We are seeking a diligent Paralegal to join our legal team located in San Francisco, California. In this role, you will be responsible for assisting attorneys with various aspects of family law cases, conducting legal research, and ensuring the efficient management of client files. This role will also require you to prepare legal documents, schedule meetings, and perform administrative tasks. Responsibilities:• Assist in the management of family law cases, including divorce, child custody, and spousal support cases• Draft and prepare legal documents, including pleadings, motions, and affidavits• Schedule and manage client meetings and court appearances• Effectively communicate with clients, opposing counsel, and court personnel• Assist attorneys in trial preparation, including the organization of exhibits and witness lists• Attend court hearings and provide assistance to attorneys during proceedings• Perform various administrative tasks such as filing and data entry• Utilize legal case management software for case tracking and management.• Maintain and organize client files and case documents in an efficient manner
2026-05-05T00:00:00Z

Bookkeeper

San Carlos, CA
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
BOOKKEEPER/OFFICE MANAGER85K-100K + benefits Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. Responsibilities:•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits•Performs AR/AP tasks while tracking costs and monitoring budget•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.
2026-05-12T00:00:00Z

Operations Manager

Fremont, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
We are looking for a dedicated Health & Safety Manager to lead and enhance our Environmental Health & Safety initiatives in Milpitas, California. This role requires a proactive leader who is committed to ensuring regulatory compliance and implementing effective safety policies and procedures across all facilities. The ideal candidate will bring their expertise in manufacturing operations and safety management to drive organizational success. Responsibilities:• Oversee the implementation of Environmental Health & Safety programs, ensuring adherence to federal, state, and local regulations.• Develop and refine organizational policies and procedures to foster a safe and efficient work environment.• Conduct regular audits and inspections to assess compliance with Occupational Safety and Health Administration (OSHA) standards.• Lead initiatives to enhance safety culture and minimize risks across manufacturing operations.• Collaborate with cross-functional teams to ensure environmental and safety goals align with overall business objectives.• Manage and mentor staff to promote growth and operational excellence.• Analyze operational processes and recommend improvements for efficiency and compliance.• Stay updated on industry trends and regulatory changes to maintain best practices.• Prepare detailed reports and documentation related to safety programs and compliance efforts.• Respond to incidents promptly and implement corrective actions to prevent future occurrences
2026-05-27T00:00:00Z

Bookkeeper

Walnut Creek, CA
onsite
Temporary to Hire
33.65 - 40.86 USD / Hourly
We are looking for a detail-oriented Bookkeeper to support accounting and property administration activities for a portfolio of commercial properties in California. This contract opportunity with potential for a permanent role is ideal for someone who enjoys managing day-to-day financial operations, maintaining accurate records, and coordinating tenant-related administrative tasks. The role focuses heavily on bookkeeping while also helping keep property financial data, insurance documentation, and reporting organized across multiple locations. Responsibilities: • Manage routine accounts payable and accounts receivable activities for multiple properties, ensuring invoices, payments, and receipts are processed accurately and on schedule.• Maintain financial records for a portfolio of approximately 35 properties, keeping ledgers current and supporting consistent day-to-day bookkeeping operations.• Prepare and review account and bank reconciliations to identify discrepancies, resolve issues promptly, and preserve accurate reporting.• Oversee tenant insurance tracking by monitoring renewals, collecting documentation, and keeping compliance records up to date.• Assist with property-level financial administration, including organizing supporting documents and maintaining accurate accounting files.• Use Yardi and other accounting tools to enter transactions, update records, and support property management reporting needs.• Generate checks and coordinate monthly payment activity for each property while following established accounting procedures.• Support ongoing accounting accuracy by reviewing balances, verifying entries, and helping maintain organized financial workflows. Please reach out to John Miller for immediate consideration.
2026-05-29T00:00:00Z

Document Review Attorney

San Francisco, CA
onsite
Temporary / Contract
55 - 65 USD / Hourly
A well-established San Francisco–based law firm is seeking Document Review Attorneys to assist with a high-volume review project. This is a contract role ideal for attorneys who are detail-oriented and experienced with reviewing large sets of documents for relevance, privilege, and issue tagging. The position offers consistent work, clear guidelines, and collaboration with a larger legal review team supporting litigation and regulatory matters. Key Responsibilities<ul><li>Review electronic documents for relevance, responsiveness, and privilege</li><li>Apply issue codes and confidentiality designations accurately</li><li>Identify potentially privileged, confidential, or sensitive materials</li><li>Follow detailed review protocols and quality control standards</li><li>Escalate complex or unclear documents to review leads as appropriate</li><li>Meet daily review deadlines and productivity expectations</li></ul>
2026-05-20T00:00:00Z

Tax Accountant

Belmont, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration. Key Responsibilities:<ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul>
2026-05-15T00:00:00Z

Medical Billing Specialist

French Camp, CA
onsite
Temporary to Hire
20.9 - 24.2 USD / Hourly
We are looking for a detail-oriented Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position requires expertise in managing complex billing processes, interpreting healthcare policies, and providing exceptional customer service to patients and clients. The ideal candidate will bring advanced knowledge of billing systems, claim administration, and financial operations to ensure accuracy and efficiency in all tasks. Responsibilities:• Handle specialized and intricate billing processes, including accounts receivable and appeals management.• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.For immediate consideration please contact Cortney at 209-225-2014
2026-06-02T00:00:00Z

Financial Planner Lead - Wealth Management

Alamo, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 days onsite A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families. This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance. Responsibilities<ul><li>Lead the financial planning function and set standards </li><li>Manage, mentor, and develop the planning team </li><li>Review and refine complex planning deliverables </li><li>Partner with clients and advisors on advanced planning needs </li><li>Improve workflows, processes, and team efficiency </li><li>Drive accountability, quality, and performance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Controller

Belmont, CA
onsite
Permanent / Full Time
175000 - 180000 USD / Yearly
We are looking for an experienced Controller to join our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting professionals. You will play a key role in providing financial insights, managing internal controls, and partnering with cross-functional teams to support strategic initiatives. Responsibilities:• Prepare, review, and present monthly, quarterly, and annual financial statements to clients, working closely with an Assistant Controller and a team of property accountants.• Establish and communicate financial metrics and key performance indicators to senior leadership.• Monitor clients' cash flow and positions daily, compiling management reports with clear cash flow indicators.• Conduct monthly reviews of financial statements for various entities and support tax return preparation in coordination with external partners.• Develop and enforce internal controls to safeguard assets and ensure financial accuracy through audits and compliance efforts.• Oversee all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations.• Provide accounting support for complex property transactions, including ledger corrections, transfers, and resolving exceptions.• Evaluate and optimize financial processes, systems, and controls to enhance operational efficiency.• Build strong relationships with cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding.• Lead and develop the accounting team by hiring, training, and mentoring staff, while fostering a high-performing and motivated work environment.
2026-05-15T00:00:00Z

Attorney/Lawyer

Oakland, CA
onsite
Permanent / Full Time
100000 - 200000 USD / Yearly
Growing midsized firm is seeking a dedicated Attorney to join their team in Oakland, California. Their firm is committed to delivering exceptional legal services and innovative solutions to our clients while fostering a collaborative and supportive work environment. This role offers flexibility in work arrangements, opportunities for growth, and a chance to work with diverse clients, including public agencies, self-insured employers, and insurers. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Represent clients in civil litigation and workers' compensation cases, ensuring high-quality legal service.• Draft motions, pleadings, and other legal documents with precision and attention to detail.• Conduct comprehensive legal research to support case strategies and provide informed counsel.• Collaborate with colleagues and legal support staff to manage case files effectively within a paperless system.• Communicate clearly and effectively with clients, opposing counsel, and stakeholders.• Develop and implement case strategies that align with client objectives and legal standards.• Participate in training programs and stay updated on relevant legal developments.• Meet reasonable billable requirements and contribute to the firm's success through performance-based initiatives.• Maintain membership in good standing with the California State Bar.• Utilize strong analytical skills to assess case details and provide strategic solutions.
2026-05-12T00:00:00Z

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