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673 results in 95117

Corporate Paralegal

San Francisco, CA
remote
Temporary / Contract
50 - 60 USD / Hourly
Our boutique corporate law firm client is seeking a senior corporate paralegal to support an early-stage company through a Seed-stage fundraising transaction. This is a highly specialized, project-based engagement requiring a candidate who can independently manage corporate transactional workflows with minimal oversight while partnering closely with attorneys throughout the fundraising process. This is not a general corporate maintenance role. The selected candidate will play a key role in organizing and executing transaction-related workstreams, including due diligence, virtual data room management, equity and capitalization cleanup, and closing support. Key Responsibilities<ul><li>Manage and maintain the Virtual Data Room (VDR), including organization of diligence materials, document uploads, version control, and tracking outstanding requests.</li><li>Coordinate due diligence efforts by collecting, reviewing, organizing, and tracking corporate records and transaction-related documentation.</li><li>Review and assist with equity and capitalization table cleanup activities in preparation for fundraising activities.</li><li>Support attorneys throughout the fundraising process, including preparation and management of closing deliverables.</li><li>Coordinate execution processes, signature collection, and closing documentation.</li><li>Maintain transaction checklists and monitor outstanding action items to facilitate efficient deal execution.</li><li>Collaborate directly with attorneys, founders, investors, and other stakeholders throughout the lifecycle of the transaction.</li><li>Assist with post-closing documentation and related follow-up activities as needed.</li></ul>
2026-06-09T00:00:00Z

Fund Accountant

San Jose, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Ever worked on a fund… but never touched the carry? This is where that changes.If you understand private equity structures and want to get closer to the economics of the deal—not just the reporting—this role puts you right in the middle of it. $110K – $150K + bonusDirect exposure to GP entities, carry, and management company operations This isn’t your typical fund accounting seat.You’ll be working directly on:<ul><li>GP allocations + deal-by-deal carried interest waterfalls</li><li>Tracking carry, clawbacks, and distributions</li><li>Supporting management company financials, budgeting, and forecasting</li><li>Owning GL, intercompany activity, and operational accounting</li><li>Partnering with CFO, tax advisors, and auditors</li></ul> Why this role stands out:<ul><li>Real exposure to how money actually flows in private equity</li><li>Work directly with GP economics (not just LP reporting)</li><li>Blend of technical accounting + strategic visibility</li><li>High-impact seat in a fast-paced investment environment</li></ul>
2026-05-31T00:00:00Z

Accounting Assistant

Pleasanton, CA
onsite
Temporary / Contract
20 - 25 USD / Hourly
Are you a recent accounting graduate looking for a company willing to invest in your development? We are seeking a motivated Junior Accounting Associate to join our client in a temp-to-hire capacity. This is an excellent opportunity to gain real-world accounting experience, receive hands-on training, and build a foundation for long-term career growth. This position is fully onsite, offering direct mentorship and exposure to a collaborative accounting team. What You'll Do<ul><li>Assist with accounts payable and accounts receivable processing</li><li>Enter invoices, payments, and journal entries</li><li>Reconcile bank and general ledger accounts</li><li>Support month-end close activities</li><li>Review and organize financial documents and records</li><li>Assist with reporting and spreadsheet analysis</li><li>Communicate with vendors, customers, and internal departments</li><li>Perform other accounting and administrative duties as assigned</li></ul>Please reach out to John Miller for immediate consideration.
2026-06-12T00:00:00Z

Legal Assistant

San Jose, CA
onsite
Temporary / Contract
35 - 45 USD / Hourly
Our client is seeking an experienced Legal Assistant with 5–10 years of litigation support experience to join their San Jose office. This role will provide high-level administrative and legal support to attorneys while contributing to the overall organization and efficiency of the team. The ideal candidate is comfortable in a paperless environment and able to adapt to the individual working styles of multiple attorneys. Key Responsibilities<ul><li>Provide day-to-day legal and administrative support to a group of attorneys</li><li>Draft, revise, and proofread a high volume of legal documents, including pleadings, correspondence, and complex filings (TOCs/TOAs)</li><li>Handle court filings in both state and federal courts, including electronic filing systems</li><li>Manage calendars, including scheduling hearings, depositions, deadlines, and meetings; track court rules and filing requirements</li><li>Assist with trial preparation and support as needed</li><li>Support paralegals with file organization and maintaining case records</li><li>Coordinate travel arrangements and process expense reports</li><li>Perform administrative duties such as billing support, client correspondence, and reporting</li></ul>
2026-06-09T00:00:00Z

Associate Advisor

San Jose, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
Associate Advisor | Build Your Career in Wealth Management $85K–$110K Base (stretch) + Bonus + Excellent Benefits + 5% 401(k) MatchWhat if your next role wasn’t just a job… but the launchpad to becoming a trusted Wealth Advisor?A thriving wealth management firm with $4.5B+ in AUM is looking for an Associate Advisor who is hungry to learn, eager to grow, and excited to make a meaningful impact in clients’ financial lives.This is an opportunity to join a highly respected, collaborative team where you’ll work directly alongside seasoned advisors, gain hands-on exposure to complex financial planning, and build the foundation for a long-term career in wealth management. Why This Opportunity Stands Out This is not a back-office support seat.You’ll be deeply involved in the full client journey—from preparing for meetings and building financial plans to helping implement recommendations and delivering a high-touch client experience.You’ll work closely with senior advisors while receiving structured mentorship, coaching, and real career development with the opportunity to grow into larger advisory responsibilities over time.If your long-term vision is to become a trusted advisor, future leader, or even build your own book one day—this firm wants to invest in that journey. What You’ll Be Doing✔ Partner with Senior Advisors to support high-net-worth client relationships✔ Help build and execute comprehensive financial plans✔ Prepare for client meetings, analyze financial data, and implement recommendations✔ Coordinate with Operations, Compliance, and Client Services to deliver a seamless experience✔ Build confidence, judgment, and technical expertise to eventually manage relationships independently
2026-05-31T00:00:00Z

Finance Manager, Private Equity Firm

San Jose, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Regional Senior Payroll Manager

Oakland, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an experienced Senior Payroll Manager to oversee payroll operations for a large, multi-state workforce. This role requires a strategic leader who can ensure accurate and compliant payroll processing for over 500 employees. The ideal candidate will have strong expertise in full-cycle payroll management, including bi-monthly payroll and proficiency with ADP Workforce Now. Responsibilities:• Own Americas payroll operations and compliance, with room to scale regionally• Act as payroll regulatory and tax compliance authority, including SOX• Build and maintain standardized, audit-ready payroll processes and controls• Lead payroll system design, integrations, automation, and reporting enhancements• Improve accuracy, efficiency, and scalability through optimization and KPIs• Oversee vendors, system implementations, and process documentation• Partner closely with HR, Finance, IT, and global payroll teams• Resolve payroll issues through root-cause analysis and corrective actions• Promote continuous improvement and employee-focused payroll excellence
2026-06-12T00:00:00Z

Financial Planning 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.
2026-06-12T00:00:00Z

Senior Wealth Analyst

Menlo Park, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Fund Accountant

Foster City, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Ever worked on a fund… but never touched the carry? This is where that changes.If you understand private equity structures and want to get closer to the economics of the deal—not just the reporting—this role puts you right in the middle of it. $110K – $150K + bonusDirect exposure to GP entities, carry, and management company operations This isn’t your typical fund accounting seat.You’ll be working directly on:<ul><li>GP allocations + deal-by-deal carried interest waterfalls</li><li>Tracking carry, clawbacks, and distributions</li><li>Supporting management company financials, budgeting, and forecasting</li><li>Owning GL, intercompany activity, and operational accounting</li><li>Partnering with CFO, tax advisors, and auditors</li></ul> Why this role stands out:<ul><li>Real exposure to how money actually flows in private equity</li><li>Work directly with GP economics (not just LP reporting)</li><li>Blend of technical accounting + strategic visibility</li><li>High-impact seat in a fast-paced investment environment</li></ul>
2026-05-31T00:00:00Z

Attorney/Lawyer

San Francisco, CA
remote
Permanent / Full Time
135000 - 165000 USD / Yearly
REMOTE OPPORTUNITY!! Candidates must be located in CA! We are looking for an attorney with a solid foundation in civil litigation to join a practice serving clients in San Francisco, California. This role centers on insurance-related disputes, with an emphasis on representing matters involving automobile and property claims and responding to allegations of bad faith. The position offers broad exposure to litigation strategy, courtroom preparation, and case handling across both state and federal venues. Responsibilities:• Manage a docket of litigation matters from initial assessment through resolution in state and federal courts.• Prepare persuasive motions, briefs, and other legal filings that support case strategy and advance client objectives.• Conduct and defend depositions while developing factual records through written discovery and document review.• Coordinate day-to-day case activity, including deadlines, pleadings, status evaluations, and communication with clients and opposing counsel.• Assist with trial readiness by organizing evidence, preparing witnesses, and supporting pretrial strategy.• Represent insurers in disputes involving coverage issues, including claims tied to automobile and property losses and related bad faith allegations.
2026-06-08T00:00:00Z

HR Benefits and Compliance Administrator

Redwood City, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
Robert Half is working with one of our top clients - an innovative and rapidly growing technology company on the Peninsula. They are seeking an experienced HR Benefits & Compliance Administrator to join their People Operations team. This role is ideal for a detail-oriented HR professional who thrives at the intersection of employee experience, benefits administration, and regulatory compliance. The successful candidate will play a critical role in ensuring the organization's benefits programs are effectively administered while maintaining compliance with federal, state, and local employment regulations. This position offers the opportunity to make a meaningful impact within a dynamic, fast-paced environment that values collaboration, innovation, and operational excellence. Key ResponsibilitiesBenefits Administration<ul><li>Administer employee benefits programs, including medical, dental, vision, life insurance, disability, retirement, and wellness initiatives.</li><li>Manage employee enrollments, qualifying life events, terminations, and benefits changes.</li><li>Serve as the primary point of contact for employee benefits inquiries and issue resolution.</li><li>Coordinate annual open enrollment activities, employee communications, and educational resources.</li><li>Partner with benefits brokers and vendors to ensure efficient program administration and exceptional employee support.</li><li>Reconcile monthly benefits invoices and assist with vendor audits.</li><li>Ensure compliance with federal, state, and local employment laws and regulations, including ACA, COBRA, FMLA, CFRA, ADA, HIPAA, and ERISA.</li><li>Maintain and update employee records, compliance documentation, and personnel files.</li><li>Support internal audits and compliance reporting requirements.</li><li>Monitor employment law updates and recommend policy or process changes as needed.</li><li>Assist with policy development, handbook updates, and employee communications.</li><li>Partner with payroll to ensure accurate deductions, benefits reporting, and compliance with regulatory requirements.</li><li>Support immigration tracking, I-9 compliance, and employment verification processes.</li><li>Assist with onboarding and offboarding activities related to benefits and compliance documentation.</li><li>Generate HR metrics, compliance reports, and workforce data analysis.</li><li>Support employee relations initiatives and HR projects as assigned.</li><li>Contribute to process improvement efforts that enhance operational efficiency and employee experience.</li></ul>
2026-06-05T00:00:00Z

Director of Operations | Wealth Management Leadership Opport

San Francisco, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Shape the operational engine behind a high-touch, client-first wealth management firm.An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience. This is not a back-office maintenance role.This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment. Why this role stands out:You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible. What You’ll Own✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience ✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency ✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure ✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred ✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives ✔ Drive strategic operational projects that support firm growth and scalability
2026-06-08T00:00:00Z

Contract Administrator

Mountain View, CA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Operations Associate (Administrative Assistant) • Excellent Administrative Assistant ready to support Tax team! Will teach everything needed• Assemble copies of Tax returns, assists with IRS notices.• Provides input on evaluating and enhancing tax procedures.• Prepare extensions for filing.• Tax return preparation assistance• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).• Manage client document process.• Scan tax returns and uploads to CCH Document and SurePrep.• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).• Manage client/entities organizational charts.• Maintains PTIN and CAF numbers.• Orders annual tax guides.• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).• Client Interaction (sign documents and notarize, which may require travel to client home/office).• Maintain compliance logs (Officer/Manager designation for respective clients).• Travel arrangement as requested. Qualifications• Bachelor’s degree.• Proficiency in word, excel, power point and outlook.• Strong organizational, time management and customer service skills.• Detail-oriented.• Demonstrate analytical and problem-solving abilities.• Ability to demonstrate a high level of professionalism.• Ability to multi-task and work in a fast paced environment with tight deadlines.• Excellent verbal and written communication skills.• Ability to meet deadlines and manage time effectively.• Notary not required, but preferred. Full-time on-site.
2026-06-02T00:00:00Z

Accounting Clerk

Berkeley, CA
onsite
Temporary to Hire
22 - 26 USD / Hourly
We are looking for an Accounting Clerk to join a well-established retail food company in Berkeley, California. This contract opportunity has the potential to become permanent, is fully onsite, and offers the chance to contribute to daily finance operations in a busy, team-oriented setting. The ideal candidate will help keep financial activity organized, accurate, and current while supporting essential accounting processes across the department. This role is located 100% onsite in Berkeley, CA and is a contract to hire position. Responsibilities:• Manage daily accounts payable, ensuring transactions are recorded accurately and on time.• Enter invoices, payments, and expense documentation into the accounting system while verifying details for completeness and accuracy.• Reconcile bank activity and other financial accounts to identify discrepancies and support clean records.• Maintain organized accounting files and supporting documentation for routine financial operations and audits.• Assist with month-end tasks by preparing account information, reviewing balances, and supporting basic financial reporting.• Address accounting-related questions from internal teams and external contacts in a courteous and timely manner.• Support consistent financial operations by tracking routine deadlines and helping the team stay current on transaction processing.
2026-06-05T00:00:00Z

Director of Operations | Wealth Management Leadership Opport

San Jose, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Shape the operational engine behind a high-touch, client-first wealth management firm.An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience. This is not a back-office maintenance role.This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment. Why this role stands out:You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible. What You’ll Own✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives✔ Drive strategic operational projects that support firm growth and scalability
2026-06-08T00:00:00Z

Sr. HR Generalist

Livermore, CA
onsite
Temporary / Contract
40 - 40 USD / Hourly
Contract to Hire Role Senior HR Generalist - Sole HR Person for the Organization We are looking for an experienced Sr. HR Generalist to support a dynamic organization in Livermore, California. This Long-term Contract opportunity will lead essential human resources activities across employee support, compliance, recruiting, benefits, and payroll. The ideal candidate brings broad HR expertise, sound judgment, and the ability to work independently while building strong partnerships across the business. Responsibilities:• Direct day-to-day human resources activities for a workforce of approximately 100 employees, ensuring smooth and effective HR service delivery.• Review, refine, and maintain HR policies, internal procedures, handbook content, and other core documentation to keep programs current and consistent.• Monitor adherence to employment regulations and HR standards at the federal, state, and local levels, with particular attention to California requirements.• Oversee employee records, HR data accuracy, reporting, and supporting documentation to maintain reliable and organized personnel information.• Guide employees and managers through key stages of the employment lifecycle, including hiring, onboarding, job changes, leave events, and separations.• Advise leadership on workforce planning, employee engagement efforts, performance concerns, corrective action, and policy interpretation.• Manage end-to-end recruitment activities across departments, including candidate coordination, interview scheduling, offer administration, and pre-employment onboarding steps.• Administer benefits and leave programs, serve as a point of contact for vendors and brokers, and support annual enrollment and employee education activities.• Process or supervise payroll updates related to hires, departures, compensation changes, and deductions while coordinating with payroll and finance contacts to resolve issues.
2026-06-11T00:00:00Z

Controller – Management Company | Private Equity / VC Exposu

San Jose, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Controller – Management Company (think Senior Accountant / Accounting Manager level)Compensation: $100K–$125K Base + BonusFlexibility: Hybrid model with a path to 1–2 days in office per month after onboarding This is not your typical corporate accounting role. If you’re an accountant who wants to get closer to the world of private equity and venture capital—while gaining exposure to how elite investment firms actually operate—this could be the opportunity that accelerates your career.Our client, Standish Management, is a firm built by CFOs, for CFOs, supporting some of the most respected private equity and venture capital firms in the market with over $650B+ in assets under administration.You’ll step into a high-visibility Controller role, partnering directly with sophisticated fund clients, owning management company accounting, and becoming a trusted financial partner—not just someone closing books. What Makes This Role Different<ul><li>Get exposure to top-tier PE & VC firms and learn how premier investment platforms operate</li><li>Work with a firm known for attracting top accounting talent (400+ CPAs/CAs globally)</li><li>High flexibility after onboarding — transition to only 1–2 office days per month</li><li>Strong growth environment where ownership and initiative are rewarded</li></ul>What You’ll Be Doing<ul><li>Lead accounting for multiple management company clients</li><li>Own monthly/quarterly reporting, AP, payroll, reconciliations, and financial oversight</li><li>Partner directly with clients and become a trusted point of contact</li><li>Mentor junior staff and oversee accounting workflows</li><li>Support tax compliance, 1099s, budgeting, and special projects</li><li>Collaborate with fund teams on intercompany accounting and operational improvements</li></ul>
2026-06-08T00:00:00Z

Junior Graphic Designer/Marketing Coordinator

Alameda, CA
onsite
Temporary / Contract
20 - 30 USD / Hourly
We are looking for an entry-level Graphic Designer/Marketing Coordinator to support brand and marketing initiatives for a long-term contract position based in Alameda, California. This opportunity is ideal for an early-career creative individual who enjoys combining visual design with hands-on marketing support in a fast-moving environment. The role will contribute to both print and digital projects, helping produce high-quality materials that strengthen internal communications, customer outreach, and social media presence. Candidates who bring strong design fundamentals, sound organization, and the ability to manage multiple priorities will thrive in this position. Responsibilities: • Create visually compelling print and digital materials that align with established brand standards and support both internal and external communications. • Develop assets such as social media graphics, advertisements, newsletters, presentation materials, display pieces, and product-related collateral for marketing campaigns and outreach efforts. • Use Adobe Creative Suite templates and design tools to produce clear, consistent, and high-quality educational and promotional content. • Partner with marketing team members to support campaign planning, content development, and execution across social media, ecommerce, and broader marketing programs. • Help prepare creative briefs with marketing leadership and coordinate with cross-functional contributors including writers, creative stakeholders, and photography resources. • Manage assigned projects independently, balancing shifting priorities and deadlines while maintaining accuracy and attention to detail. • Organize, catalog, and maintain image libraries and archived creative assets for efficient future use. • Apply company guidelines, policies, and standard procedures when making design and production decisions to deliver work on time and to expectation. • Stay informed on emerging design practices, tools, and visual trends to bring fresh ideas and effective creative solutions to the team.
2026-06-12T00:00:00Z

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
2026-06-11T00:00:00Z

Accounts Receivable Specialist

Oakland, CA
onsite
Permanent / Full Time
70000 - 77000 USD / Yearly
We are looking for an Accounts Receivable Specialist to support day-to-day accounting operations in Oakland, California. This position is focused on maintaining accurate payment activity, organizing financial documentation, and helping keep receivable processes current and compliant. The ideal candidate brings strong bookkeeping experience, attention to detail, and confidence handling transaction records in a fast-paced environment. Responsibilities:<ul><li>Track daily deposits by downloading bank reports, logging cash/check receipts, and entering details into internal systems</li><li>Assign payments to the correct projects and funding sources and notify stakeholders of deposits</li><li>Keep accurate, well-organized records of all receipts and transactions</li><li>Investigate unknown payments using internal tools and external platforms (e.g., PayPal Giving Fund, CyberGrants, Zeffy, Neon One)</li><li>Contact donors, partners, or teams to clarify missing details and resolve allocation issues</li><li>Monitor and clear unidentified receipts promptly</li><li>Reconcile cash activity weekly against bank records and monthly across platforms, bank data, and accounting systems</li><li>Review and resolve variances, escalating issues when needed</li><li>Prepare clean, validated data and backup for system uploads</li><li>Maintain tracking files for fundraising and payment platforms (e.g., Stripe, Square, Eventbrite, Benevity)</li><li>Support setup and testing of new payment tools</li><li>Provide accurate ACH and wire details to partners</li><li>Assist with AR by reviewing aging reports, applying payments, and supporting billing tasks</li><li>Respond to internal questions related to deposits and payment status</li><li>Follow established procedures and controls; help improve workflows</li><li>Keep thorough documentation for receipts, reconciliations, and research</li><li>Support audits by preparing reports and backup</li><li>Ensure all activity aligns with policies, agreements, and donor requirements</li></ul>
2026-06-09T00:00:00Z

Senior Wealth Analyst | Hybrid

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
Break into UHNW Wealth Management — Senior Wealth AnalystJennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track. If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline. What You’ll Do<ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul>
2026-06-09T00:00:00Z

Tax Manager - Public

Oakland, CA
onsite
Permanent / Full Time
135000 - 160000 USD / Yearly
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities. Responsibilities: • Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery. • Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives. • Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders. • Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution. • Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting. • Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development. • Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice. • Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
2026-06-08T00:00:00Z

Senior Accountant – Funds & Financial Operations | Elite Inv

San Francisco, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
This is not a traditional fund accounting role.We’re partnering with a highly respected institutional investment platform managing $20B+ in AUM, investing across private equity, venture capital, hedge funds, real assets, and public markets through a sophisticated endowment-style strategy.If you’re someone who enjoys operational oversight, process improvement, and exposure across multiple alternative asset classes—this opportunity is worth a look. Why This Role Stands Out✔️ Work across private equity, VC, hedge funds, real assets, and pooled investment vehicles — you will not be siloed into one strategy ✔️ Join a lean, collaborative, high-caliber team supporting a flagship institutional fund ✔️ Heavy exposure to technical partnership accounting, fund operations, compliance, and risk management ✔️ A role centered around review, oversight, operational improvements, and technical thinking — not repetitive fund admin work ✔️ Strong long-term growth potential in a stable, entrepreneurial environment What You’ll Own<ul><li>Review fund administrator NAV packages, capital statements, and investor reporting</li><li>Oversee audits, compliance filings, distributions, and expense allocations</li><li>Manage relationships with administrators, auditors, and external vendors</li><li>Support separately managed accounts and complex fund structures</li><li>Help improve controls, processes, and accounting consistency across products</li></ul>
2026-06-08T00:00:00Z

Fund Accountant w/Work Life Balance

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accountant | Venture Capital Firm | San Mateo | Hybrid A well-established venture capital firm with a strong track record of backing high-growth companies. The team is collaborative, stable, and tight-knit, with great exposure across fund operations, reporting, and strategic work. This is a strong opportunity for someone ready to step beyond traditional accounting. You’ll join an experienced finance team and gain hands-on exposure to investment operations, investor relations, fundraising support, and cross-functional projects. Competitive comp, bonus, strong benefits, long-term upside, and a hybrid schedule with a great culture and work life balance. Responsibilities<ul><li>Support quarterly close and prepare fund financials</li><li>Maintain investment schedules, capital accounts, and allocations</li><li>Assist with capital calls and distributions</li><li>Support audit and tax processes with external partners</li><li>Track fund performance metrics (gross and net returns)</li><li>Assist with LP reporting and audit requests</li><li>Support fundraising efforts and investor events</li><li>Maintain accurate fund records and documentation</li><li>Partner with leadership on ad hoc projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

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