We are looking for a skilled Administrative Assistant to join our team in San Leandro, California. In this role, you will provide essential support to the Customer Service department, ensuring smooth operations and helping the team meet their goals. This is a Long-term Contract position offering an excellent opportunity to contribute your organizational and administrative expertise in a dynamic manufacturing environment.<br><br>Responsibilities:<br>• Manage daily administrative tasks such as data entry, scheduling, and correspondence to support department operations.<br>• Utilize Microsoft Outlook, Word, and Excel to create and edit documents, manage emails, and maintain spreadsheets.<br>• Collaborate with the Customer Service Representative to handle overflow tasks and ensure timely completion of projects.<br>• Communicate effectively with internal and external stakeholders to facilitate smooth processes.<br>• Organize and maintain records, files, and documentation to ensure easy access and compliance.<br>• Address inquiries and follow up on pending tasks to maintain departmental efficiency.<br>• Offer support across the department by assisting with miscellaneous tasks as needed.<br>• Contribute to process improvements and workflow optimization within the team.<br>• Maintain a positive and attentive attitude while working in a fast-paced environment.
<p><strong>Lead Planner</strong></p><p>Are you an experienced financial advisor who thrives on building deep, trusted relationships and delivering exceptional service? Join a values-driven team that believes in simplifying the complex, making a meaningful impact, and helping clients live wealthier, more balanced lives.</p><p><br></p><p><strong>About the Role</strong></p><p>This opportunity is ideal for a dynamic professional who excels at holistic wealth management and thrives in a collaborative, client-first environment. As a Lead Planner, you’ll be responsible for managing and retaining client relationships, coaching Associate Planners, and delivering comprehensive financial planning that aligns with each client’s unique goals and values.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead the development of financial plans, estate maps, cash flow analyses, and strategic planning documents.</li><li>Provide objective, personalized financial advice across investment management, estate planning, tax strategy, and philanthropic goals.</li><li>Deepen relationships with clients and their external advisors (CPAs, attorneys, etc.).</li><li>Oversee client meetings, follow-ups, and execution of action items.</li><li>Collaborate with internal teams to ensure seamless service delivery and investment implementation.</li><li>Mentor Associate Planners and support their professional growth.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards.</li><li>Contribute to strategic initiatives across planning, investments, and business development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Assistant Fund Controller</strong></p><p>Are you a detail-oriented finance professional with a strong foundation in fund accounting and a passion for private equity? This is a high-impact opportunity to join a top-tier investment firm focused on scaling innovative software and tech-enabled businesses. You’ll play a central role in managing fund operations, collaborating with senior leadership, and driving financial excellence across the organization.</p><p><br></p><p><strong>About the Role</strong></p><p>As Assistant Fund Controller, you’ll take ownership of key finance and accounting functions, working closely with the Principal of Finance, CFO, fund administrators, and portfolio company teams. This role is ideal for someone with a mix of public and private experience, especially in VC or PE environments, who thrives in a fast-paced, collaborative setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and review work of outsourced fund administrators.</li><li>Maintain general ledgers and perform monthly closings, including reconciliations of bank, intercompany, investment, and partners’ capital accounts.</li><li>Prepare financial statements and quarterly investor reporting packages, including allocations and investment roll forwards.</li><li>Support quarterly valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Oversee capital calls and distributions.</li><li>Assist with SEC compliance and reporting.</li><li>Collaborate with FP& A on portfolio dashboards and special projects.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Our client is looking for Data Reconciliation Specialist. This is a long-term contract role, where you'll play a pivotal part in ensuring the accuracy and integrity of financial and trading data while contributing to process improvements. If you have a passion for data analysis, thrive in spreadsheets, and enjoy refining workflows, this is an excellent opportunity to make a meaningful impact.</p><p><br></p><p>Responsibilities:</p><p>• Reconcile data across multiple platforms, including databases, Google Sheets, Snowflake, and Looker, ensuring consistency and accuracy.</p><p>• Review financial transactions, categorize them appropriately, and verify compliance with reporting standards.</p><p>• Validate trade records by cross-referencing payments data, transaction IDs, and blotter tools to maintain operational accuracy.</p><p>• Conduct quality assurance checks to confirm dataset integrity and identify discrepancies.</p><p>• Analyze the current reconciliation processes to seamlessly integrate and identify opportunities for improvement.</p><p>• Develop new QA protocols to flag errors or discrepancies proactively during daily reconciliations.</p><p>• Collaborate on refining and restructuring reconciliation workflows to enhance efficiency and scalability.</p><p>• Take ownership of reconciliation processes, ensuring they are performed accurately and on schedule.</p><p>• Contribute to innovative solutions for process enhancement and automation where applicable.</p>
<p>Robert Half is seeking an experienced <strong>Senior Accountant</strong> to join our highly regarded <strong>Full-Time Engagement Professionals (FTEP)</strong> program. This full-time position offers the stability of permanent employment with Robert Half while providing the opportunity to work on a variety of client projects. In this role, you will use your accounting expertise to lead key initiatives, provide interim support, and implement process improvements across multiple industries.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p> Job Duties:</p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support entry level accounting staff.</li></ul>
<p>A venerable multi-service law firm headquartered in downtown San Jose, is recruiting for a mid-level attorney (4 years+) for our Family Law group. The successful candidate will be responsible for providing advice and counsel to clients on a broad spectrum of family law issues.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Deliver legal advice and counsel to clients facing various family law issues</p><p>• Represent clients before judicial officers and in mediations</p><p>• Draft legal documents including discovery and motions</p><p>• Negotiate settlements on behalf of clients</p><p>• Handle client inquiries and complaints with professionalism and efficiency</p><p>• Collaborate with fellow attorneys to achieve the best possible results for clients</p><p>• Maintain accurate and up-to-date client records</p><p>• Monitor client accounts and take appropriate action when necessary</p><p>• Participate actively in the Family Law group, contributing to our collective knowledge and expertise</p><p>• Stay updated on changes and developments in family law to ensure our practice remains compliant and our advice is current.</p>
<p><strong>Key Responsibilities</strong></p><ul><li>Design, develop, and support complex system components for large-scale data solutions.</li><li>Collaborate with other developers to understand requirements and translate them into scalable software designs.</li><li>Write, review, and optimize detailed specifications and complex bug fixes.</li><li>Implement best practices, conduct code reviews, and adhere to modern development methodologies (Agile, Waterfall, etc.).</li><li>Work with complex data models and storage subsystems.</li><li>Mentor junior developers on Big Data optimization and coding standards.</li><li>Stay updated on new technologies and apply them to improve system performance.</li><li>Collaborate effectively with internal and external technical resources.</li></ul>
<p>Our client is seeking a highly organized and detail-oriented Litigation Paralegal Analyst to join their Legal team. This is a fully remote, contract-to-hire opportunity offering the chance to work with a mission-driven organization that has been transforming lives for over 40 years.</p><p><br></p><p>If you're passionate about legal operations, thrive in fast-paced environments, and want to contribute to meaningful work that impacts real people, we want to hear from you!</p><p><br></p><p><strong>Requirements:</strong></p><ul><li>Must have prior remote work experience and be comfortable operating independently in a virtual environment.</li><li>In-house litigation experience is essential.</li><li>Provide litigation support in labor & employment, civil rights, sexual assault, real estate, and consumer law matters.</li><li>Review and analyze legal claims, demand letters, and subpoenas.</li><li>Identify, preserve, and collect records and electronically stored information using legal hold processes.</li><li>Pull records from HRIS and membership systems.</li><li>Organize, summarize, and analyze records and data.</li><li>Manage insurance claims reporting and respond to adjuster requests.</li><li>Maintain organized records across various lines of coverage.</li><li>Assist attorneys with internal/external complaints and government agency filings.</li><li>Support development of training and presentation materials using case metrics.</li><li>Serve as liaison for witnesses in litigation.</li><li>Perform legal research and draft basic legal documents using Lexis/Nexis templates.</li><li>Administer matter management, e-billing, and legal hold systems, including report creation and scheduling.</li><li>Support other legal projects and tasks as needed.</li></ul>
<p>Looking for a challenging opportunity to advance your career in database administration? Our Bay Area client is seeking an Associate Database Administrator skilled in Salesforce and SharePoint to join their team. If you’re detail-oriented, a problem-solver, and a collaborative professional ready to make an impact, this may be the position for you!</p><p> </p><p>This role is contract-to-hire role, and can be 100% remote.</p><p> </p><p>Key Responsibilities</p><p> </p><p>Salesforce Administration:</p><ul><li>Manage, support, and assist Salesforce users (400–500 tickets).</li><li>Perform data quality control, remediation, and validation to ensure data accuracy.</li><li>Import/export data and troubleshoot system issues to resolve user queries.</li><li>Provide user training on updates, best practices, and system functionality.</li></ul><p> </p><p>SharePoint Design & Administration:</p><ul><li>Design, configure, and maintain SharePoint sites, permissions, workflows, and integrations.</li><li>Perform migrations using tools like ShareGate and Metalogix, maintain governance, and collaborate on platform improvements.</li><li>Ensure systems are performing optimally while troubleshooting as needed.</li></ul><p> </p><p>Collaboration & Compliance:</p><ul><li>Partner with stakeholders to gather requirements, translate needs, and ensure data security and compliance with standards.</li><li>Contribute to cross-functional projects and support system upgrades or transitions.</li></ul>
<p>Robert Half's Fabrication client is in need of a contract to permanent Administrative Assistant. This role is 100% onsite in Antioch.</p><p><br></p><p>Administrative Duties Include:</p><p>- Answer the phones, greet visitors, organize and arrange meetings, schedule conference rooms and set up catered meals</p><p>- Data Entry into Excel and Smartsheet</p><p>- Prepare outgoing mail and correspondence, including e-mails</p><p>- Order office supplies and replenish the kitchen with snacks, office supply inventory</p><p>- Running daily reports in SAP and then emailing the group</p><p>- Check the timesheets that the superintendent sends in, attend to missing timecards</p><p><br></p><p>If you are interested in our Administrative Assistant role, please apply today.</p>
<p>We are seeking a detail-oriented and motivated <strong>Staff Accountant with NetSuite Experience</strong> to join our accounting team. In this role, you will be responsible for assisting with various accounting operations to ensure the accuracy of financial records and compliance with regulations. The ideal candidate has solid accounting knowledge, proficiency with NetSuite ERP, and a problem-solving mindset. </p><p><br></p><p>This is a full time (40 Hours per week) contract position that is anticipated to last 3-4 months with potential for an extension.</p><p><br></p><p>This position is located onsite in Oakland, California.</p><p><br></p><p><strong>Responsibilities:</strong> </p><ul><li>Manage and maintain accurate financial transactions, including entries in NetSuite </li><li>Assist with monthly, quarterly, and annual closing procedures, including account reconciliations and financial reporting. </li><li>Collaborate with cross-functional teams to maintain proper system integrations between NetSuite and other business systems. </li><li>Monitor accounts payable and receivable, ensuring timely payments and collections. </li><li>Perform variance analysis on general ledger accounts and investigate discrepancies. </li><li>Prepare and analyze financial statements in compliance with GAAP standards. </li><li>Support the audit process by providing requested documentation and schedules. </li><li>Assist with implementing process improvements and best practices to enhance accounting workflow and efficiency. </li><li>Maintain compliance with tax filings, regulations, and internal controls. </li></ul><p><br></p>
<p><strong>Jennifer Fukumae </strong>with Robert Half's Finance and Accounting is partnering with a<strong> top-tier private equity firm </strong>focused on fueling innovation within the software, data, and analytics sectors is seeking an <strong>Assistant Fund Controlle</strong>r to join its growing finance team.</p><p> This is a high-impact role working closely with the CFO, fund administrators, and portfolio company leadership. The position is ideal for a CPA with a Big 4 foundation and hands-on experience in private equity or fund accounting who thrives in a fast-paced, collaborative environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and review work performed by third-party fund administrators.</li><li>Maintain general ledgers for internal funds; perform monthly closings and reconciliations (bank, intercompany, investment, and partners’ capital accounts).</li><li>Prepare financial statements and quarterly investor reporting packages in accordance with LP agreements.</li><li>Assist with quarterly valuations, annual audits, and tax reviews (K-1s, Forms 1042/8804, federal and state filings).</li><li>Support SEC compliance and fund-level reporting requirements.</li><li>Oversee partner capital calls, distributions, and related correspondence.</li><li>Collaborate with FP& A and investment teams on portfolio dashboards and performance analysis.</li><li>Participate in ad hoc and strategic finance projects for both the firm and portfolio companies.</li></ul><p><br></p>
<p><strong>Ready to make an impact? Our client is a Senior Accountant in San Francisco!</strong> This is your chance to lead month-end close, global consolidations, audits, and revenue processes in a fast-paced, growth-driven environment. If you’re detail-oriented, thrive on solving complex challenges, and want to shape financial excellence, we’d love to connect.</p><p><br></p><ul><li>Minimum 5 years of accounting experience</li><li>Background in a publicly-traded company preferred</li><li>Bachelor’s degree in Accounting or related field</li><li>CPA preferred</li><li>Proficiency in Excel, Google Sheets, Sage Intacct, Bill.com, Airbase, and Avalara (preferred)</li><li>Familiarity with ASC 340-40, ASC 842, and ASC 606 compliance (preferred)</li><li>Experience working in a SaaS environment</li><li>Strong foundation in accounting with interest in broadening technical expertise</li><li>Team-oriented mindset with ability to collaborate across departments</li><li>Proactive in identifying challenges and developing solutions</li><li>Strong critical thinking and ability to turn concepts into actionable steps</li><li>High energy, hands-on approach with ability to lead and provide structure in a fast-paced environment</li></ul><p><br></p><p>👉 Reach out to Natalie Lue on LinkedIn for immediate consideration.</p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>We are looking for a detail-oriented Accounting Clerk to join our client in Livermore, California. This is a temp to hire position, offering an excellent opportunity to transition into a stable role while contributing to essential financial operations. The ideal candidate will bring strong organizational skills and a commitment to accuracy in handling various accounting tasks.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and process monthly contract invoices to ensure timely billing.</p><p>• Follow up on outstanding invoices and manage accounts receivable collections.</p><p>• Perform monthly reconciliations for bank accounts and credit cards to ensure financial accuracy.</p><p>• Handle cash receipts and remote bank deposits efficiently.</p><p>• Participate in audits related to insurance, payroll, job costs, accounts payable, accounts receivable, and employee benefits.</p><p>• Provide support to administrative staff in processing accounts payable, accounts receivable, payroll, and service-related tasks.</p><p><br></p><p>Please reach out to John Miller for immediate consideration.</p>
<p>We are looking for a Paralegal to join a commercial litigation firm in Oakland, California. This role is crucial to our operations as you will be responsible for assisting attorneys with legal and factual research, case management, and preparing legal documents. You will also have the opportunity to engage in various aspects of litigation from investigations to trial preparation.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist in the preparation and submission of filings with State and Federal Courts and arbitration tribunals.</p><p>• Schedule hearings, appointments, and deadlines, ensuring smooth case management.</p><p>• Maintain accurate case files, client information, and records in an organized manner.</p><p>• Conduct legal and factual research, including creating case timelines and synthesizing facts.</p><p>• Aid in the preparation of discovery requests and responses, subpoenas, pleadings, motions, and correspondence.</p><p>• Proofread, format, and check citations in documents, adhering to the Bluebook citation guide.</p><p>• Provide comprehensive assistance in all aspects of litigation, including investigations, discovery, and trial preparation.</p><p>• Maintain and manage document databases and logs; produce documents when necessary.</p><p>• Record time in accordance with ABA litigation guidelines.</p><p>• Perform other case-related administrative duties as assigned.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
<p>A respected legal membership organization based in the San Francisco Bay Area is seeking a highly organized, detail-oriented, and customer-focused professional to join their team as a Membership Education & Events Coordinator.</p><p><br></p><p>This fully remote role offers a unique opportunity to gain hands-on experience in membership support, event coordination, and continuing education program management. The Coordinator will play a key role in supporting legal professionals through engaging programs and events. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process new member applications, renewals, and maintain accurate membership records.</li><li>Conduct outreach to support renewals and re-engage lapsed members.</li><li>Generate membership reports and assist with member communications.</li><li>Support planning and execution of virtual educational programs and networking events.</li><li>Coordinate with leadership and speakers to gather materials, conduct tech walk-throughs, and manage logistics.</li><li>Draft promotional content including e-blasts and program announcements.</li><li>Track attendance, issue certificates, and upload MCLE records to the State Bar of California (training provided).</li><li>Provide exceptional customer service to members, participants, and speakers.</li><li>Troubleshoot basic technical issues related to Zoom, ProLearn, and other platforms (training provided).</li><li>Assist with administrative tasks to support overall program operations.</li></ul>
<p>We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis.</p><p><br></p><p>Responsibilities:</p><p>• Carry out month-end closing procedures</p><p>• Conduct general ledger reconciliations</p><p>• Perform bank reconciliations to ensure financial accuracy</p><p>• Manage AP and billing operations for clients</p><p>• Conduct detailed accounting analysis for financial clarity</p><p>• Provide services to a diverse group of clients</p><p>• Utilize Excel for various accounting tasks</p><p>• Maintain and update client records regularly.</p>
<p>A reputable Bay Area law firm is in search of Litigation Legal Assistant based in our San Jose office. The role primarily involves providing comprehensive administrative and secretarial support to attorneys and paralegals. The industry involved is legal, and the successful candidate will be expected to handle multiple functions such as document preparation, scheduling, client communication, and file management.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Drafting, formatting, and editing various legal documents and administrative correspondence.</p><p>• Organizing and maintaining attorney calendars; scheduling conferences, meetings, court appearance dates, and discovery deadlines.</p><p>• Communicating effectively with clients, courts, opposing counsel, and other parties through phone, electronic communication, and written correspondence.</p><p>• Handling the creation, formatting, and filing of legal documents including Table of Contents and Table of Authorities in State, Federal, and Appellate Courts.</p><p>• Processing and reviewing invoices.</p><p>• Assisting in the organization of exhibits, documents, evidence, briefs, and appendices.</p><p>• Promptly opening and closing matters in accordance with firm policies and procedures.</p><p>• Maintaining client and administrative files in line with firm policies and procedures.</p><p>• Providing backup support to assigned team members and performing other duties as assigned.</p><p>• Utilizing strong skills in Microsoft Word, Outlook, and Excel, as well as proficiency in e-filing in State, Federal, and Appellate Courts.</p>
<p><strong>Associate – Client Services Accounting</strong></p><p>Are you a detail-driven accounting professional looking to make a meaningful impact in a collaborative, mission-focused environment? Join a dynamic team that supports high-net-worth, multigenerational clients through exceptional financial services and strategic guidance.</p><p><br></p><p>This is a unique opportunity to grow your career in a role that blends technical accounting, client service, and cross-functional collaboration. You’ll be part of a close-knit team that values excellence, innovation, and integrity—while contributing to a purpose-driven organization that prioritizes long-term relationships and community impact.</p><p><br></p><p><strong>About the Role</strong></p><p>As an Associate in the Client Services Accounting team, you’ll play a vital role in delivering accurate, timely, and confidential financial support. You’ll manage day-to-day transactions, prepare financial reports, and partner with internal teams to provide comprehensive insights and solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute core accounting functions including accounts payable, reconciliations, and journal entries.</li><li>Prepare quarterly financial statements and cash forecasts.</li><li>Analyze bank, brokerage, credit card, and other balance sheet accounts.</li><li>Review investment valuations, loans, and other financial data for reporting.</li><li>Interface directly with clients, estate managers, and vendors to manage payments and respond to inquiries.</li><li>Collaborate with internal teams on client reporting and strategic initiatives.</li><li>Maintain compliance with regulatory standards and internal policies.</li></ul><p><strong>What Success Looks Like</strong></p><ul><li>Delivering accurate and timely financial support with discretion and professionalism.</li><li>Building trusted relationships with clients and internal partners.</li><li>Contributing ideas to improve service delivery and operational efficiency.</li><li>Supporting teammates and fostering a culture of learning and innovation.</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive compensation based on experience and education.</li><li>Comprehensive benefits including:</li><li>Medical, dental, and vision coverage</li><li>401(k) with 5% match + annual employer contribution</li><li>Paid parental leave (20 weeks), medical leave, and flexible vacation</li><li>Childcare stipend, infertility benefits, and mental health support</li><li>Volunteer time off, donation matching, and service awards</li><li>Education assistance and career development support</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a skilled PART TIME Payroll Administrator to support our team on a contract basis in Walnut Creek, California. The ideal candidate will have experience managing ADP WFN payroll processes for mid-sized organizations and a strong understanding of payroll systems. This is a great opportunity to contribute your expertise in payroll training in a dynamic and detail-oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Process full-cycle payroll for 300-500 employees, ensuring accuracy and compliance with all regulations.</p><p>• Manage and maintain payroll data using ADP Workforce Now, including updates to employee information.</p><p>• Address payroll-related inquiries from employees and resolve any discrepancies in a timely manner.</p><p>• Prepare and distribute payroll reports and ensure proper documentation is maintained.</p><p> Solid commissions and bonus calculations and disbursements.</p><p>• Collaborate with the HR and finance departments to ensure seamless payroll operations.</p><p>• Stay updated on changes in payroll laws and regulations to ensure compliance.</p><p>• Conduct audits of payroll processes to identify and rectify errors.</p><p>• Handle tax filings and ensure timely submission of payroll taxes.</p><p>• Assist with the preparation of year-end reports, including W-2s and other required documentation.</p>
<p>We are seeking a detail-oriented and motivated Staff Accountant to join our finance team. As a Staff Accountant, you will play a key role in maintaining accurate financial records, preparing and analyzing financial reports, and supporting senior accounting staff with day-to-day operations. This role is integral in performing month-end and year-end closing tasks, reconciling accounts, and ensuring compliance with financial regulations and internal policies.</p><p><br></p><p> </p><p><strong>Duties</strong></p><ul><li>Prepare and post journal entries, including accruals, prepaids, and fixed assets, in alignment with company processes and GAAP principles.</li><li>Reconcile bank accounts, credit card transactions, and general ledger accounts to ensure accuracy and resolve discrepancies in a timely manner.</li><li>Assist in the preparation of financial statements, including balance sheets, income statements, and cash flow statements.</li><li>Perform monthly account reconciliations to guarantee the accuracy of account balances and financial reporting.</li><li>Support the year-end audit process by preparing audit schedules and collaborating with external auditors to address inquiries.</li><li>Manage the timely closing of sub-ledgers, including accounts payable, accounts receivable, and payroll.</li><li>Review expense reports to ensure proper coding and compliance with company policies.</li><li>Prepare and file local, state, and federal financial reports, as necessary, including sales tax filings and 1099 forms.</li><li>Maintain and update the general ledger while ensuring accuracy and alignment with the company’s financial objectives.</li><li>Conduct variance analyses to identify issues, errors, or irregularities within financial data or transactions.</li><li>Assist with budget preparation and forecasting processes.</li><li>Provide support during internal and management reporting processes to ensure timely delivery of accurate financial information.</li><li>Monitor internal controls and suggest process improvements to strengthen financial operations.</li></ul><p><br></p><p><br></p><p><br></p>
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
