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732 results in Alameda, CA
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p>Please apply here and message me on LinkedIn for quickest consideration - Jeffrey Abrams </p><p><br></p><p>A <strong>leading San Francisco-based venture capital firm</strong> is seeking a <strong>Fund Finance and Operations Associate</strong> to join its growing finance team. The firm invests across multiple stages in high-growth technology companies and takes a uniquely active approach to supporting its portfolio company founders. </p><p><br></p><p>You'll be working closely with senior members of the finance team, and you will take meaningful responsibility for the day-to-day accounting, reporting, and operations of the firm's funds and SPVs.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Run monthly and quarterly closes across funds and SPVs</li><li>Prepare NAVs, capital accounts, allocations, reconciliations, and supporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Prepare LP reporting and supporting documentation</li><li>Support quarterly portfolio valuations, including comparable-company analysis, valuation models, and draft marks</li><li>Prepare transaction wire packages and maintain cash and investment trackers</li><li>Maintain portfolio data and operational systems with a high degree of accuracy</li><li>Support regulatory and compliance tracking</li><li>Help improve and automate recurring finance processes using modern technology and AI tools (Claude)</li></ul>
- 2026-11-06T00:00:00Z
- San Rafael, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p><strong>Take Your Tax Career Beyond Compliance</strong></p><p><br></p><p>A well-established and growing CPA firm is seeking an experienced <strong>Tax Manager</strong> who wants more than another busy season. This is a unique opportunity to work closely with firm leadership, gain greater influence in the business, and position yourself for long-term advancement as the next generation of leaders is developed.</p><p><br></p><p>If you're looking for a firm where your expertise is valued, your voice is heard, and your career path extends well beyond your current title, this could be the opportunity you've been waiting for.</p><p><br></p><p>Call<strong> Robyn Rosemon</strong> directly for more information! 707.387.0299</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Review and prepare complex individual, corporate, LLC, and partnership tax returns</li><li>Lead year-end tax planning and advisory engagements</li><li>Manage tax notices, audits, and regulatory inquiries</li><li>Review financial statements and accounting engagements</li><li>Mentor and develop tax and accounting staff</li><li>Serve as a trusted advisor to clients and leadership teams</li><li>Identify planning opportunities and provide strategic recommendations</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- Palo Alto, CA
- onsite
- Temporary / Contract
- 71.25 - 82.5 USD / Hourly
- We are looking for an experienced Accounts Payable Manager to join a financial services firm in Palo Alto, California on a Long-term Contract basis. This position will support a busy finance function with ownership of core accounting activities, including close processes, reconciliations, cash oversight, and financial reporting tied to investment operations. The ideal candidate brings a strong foundation in private equity or venture capital accounting and is comfortable working in a collaborative, detail-driven environment.<br><br>Responsibilities:<br>• Lead month-end close activities by preparing journal entries, reviewing general ledger activity, and ensuring accurate and timely reporting.<br>• Oversee accounts payable operations, including payment processing, chargebacks, rebills, and resolution of invoice-related issues.<br>• Coordinate accounting support for new and follow-on investments while maintaining accurate financial records for portfolio activity.<br>• Update capitalization records and assist with valuation support for portfolio companies as part of quarterly reporting cycles.<br>• Review fund financial statements prepared by external accounting partners and verify completeness, accuracy, and supporting schedules.<br>• Consolidate financial information for subsidiaries and prepare supplemental reports for internal analysis and leadership review.<br>• Monitor cash positions and contribute to planning for capital calls, distributions, and other fund-related cash requirements.<br>• Support quarterly portfolio reviews by preparing reporting packages, presentations, audit schedules, and tax-related documentation.
- 2026-10-24T00:00:00Z
- Menlo Park, CA
- remote
- Temporary / Contract
- 40 - 45 USD / Hourly
- We are looking for an experienced HR Business Partner to support engineering and technology leaders in Menlo Park, California. This Long-term Contract position will focus on aligning people strategies with business objectives, strengthening organizational effectiveness, and guiding leaders through key talent decisions. The role combines strategic partnership with hands-on execution, making it ideal for someone who is comfortable advising senior stakeholders while managing day-to-day HR priorities in a fast-moving environment.<br><br>Responsibilities:<br>• Partner with senior leaders across engineering and technology teams to address workforce needs, organizational challenges, and long-range talent priorities.<br>• Direct and support the yearly performance review process, including coaching managers, facilitating evaluation discussions, and ensuring milestones are completed on schedule.<br>• Advise leaders on employee growth, performance concerns, succession planning, compensation-related matters, and other people-focused decisions.<br>• Work closely with HR partners, centers of expertise, and cross-functional teams to deliver people programs and reinforce consistent practices across the organization.<br>• Help implement talent initiatives that improve engagement, development, and retention while aligning with broader business goals.<br>• Handle operational HR activities such as submitting requests, maintaining accurate employee records, updating organizational information, and completing administrative tasks as needed.<br>• Lead recurring HR programs and special projects independently, maintaining strong documentation, accuracy, and timely follow-through.<br>• Adjust quickly to shifting business demands while balancing strategic consultation with responsive execution in a high-paced setting.
- 2026-11-03T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p>Robert Half's Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a <strong>Fund Finance Associate</strong> to join its finance team.</p><p> </p><p>This is an opportunity to gain exposure to multiple funds and SPVs, work closely with experienced finance leadership, and take ownership of fund accounting, reporting, and operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly and quarterly close activities across funds and SPVs, including reconciliations and NAV calculations.</li><li>Prepare capital account statements, investor allocations, and LP reporting packages.</li><li>Coordinate with fund administrators, auditors, and tax providers.</li><li>Support investment valuations, performance reporting, and portfolio updates.</li><li>Maintain fund cash activity, investment records, and transaction documentation.</li><li>Assist with audits, tax preparation, and regulatory reporting.</li><li>Improve accounting workflows, systems, and reporting through automation and AI tools.</li></ul><p> </p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 135000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm with billions in assets under management</strong>, backing innovative companies across automation, AI, and real-world industries. This is a <strong>high-impact opportunity within a lean, high-performing finance team</strong>, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations.</p><p> </p><p>Ideal for someone who enjoys <strong>process improvement, systems, AI, and automation</strong> and wants meaningful ownership as the platform grows. <strong>Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage <strong>AI and automation</strong> across the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-13T00:00:00Z
- Oakland, CA
- onsite
- Permanent / Full Time
- 75000 - 95000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Staff Accountant | Real Estate Development | Oakland </strong></p><p> </p><p>Join a <strong>highly respected real estate development firm</strong> behind some of the region's most impactful mixed-use projects. This is an opportunity to work in a <strong>collaborative, entrepreneurial environment</strong> where you'll gain broad exposure across <strong>accounts payable, general ledger accounting, month-end close, and financial reporting</strong> in a complex multi-entity business.</p><p> </p><p>The team is known for its <strong>excellent tenure</strong>, supportive culture, and opportunities to take ownership while building a well-rounded accounting career. </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Process and code vendor invoices across multiple entities and projects</li><li>Manage the AP process, vendor relationships, and payment activities</li><li>Prepare journal entries, reconciliations, accruals, and intercompany transactions</li><li>Support month-end close, financial reporting, budgeting, and forecasting</li><li>Assist with consolidations, audits, tax requests, and compliance reporting</li><li>Partner with accounting, operations, and project teams to improve processes and maintain strong financial controls</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000 - 100000 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Petaluma, CA
- onsite
- Permanent / Full Time
- 200000 - 220000 USD / Yearly
- <p>We are looking for an experienced Controller to oversee financial operations for an organization based in Sonoma County, California. This role will lead core accounting activities, deliver accurate financial reporting, and support sound business decisions through budgeting, forecasting, and analysis. The ideal candidate brings strong technical accounting expertise, a hands-on approach to multi-entity financial management, and prior experience within commercial real estate or property-related environments.</p><p><br></p><p>Responsibilities:</p><p>• Lead the company’s accounting function, ensuring financial records are maintained accurately and in accordance with applicable accounting standards.</p><p>• Prepare and review monthly, quarterly, and annual financial statements, providing clear reporting that supports leadership decision-making.</p><p>• Oversee accounting activity across multiple entities, maintaining consistency in processes, reconciliations, and intercompany reporting.</p><p>• Direct budgeting and forecasting efforts, including variance analysis and financial modeling to support operational and investment planning.</p><p>• Monitor cash flow, general ledger activity, and account reconciliations to strengthen financial controls and reporting accuracy.</p><p>• Partner with leadership teams to analyze financial performance, identify trends, and recommend actions that improve business outcomes.</p><p>• Support audits, tax-related coordination, and regulatory reporting by ensuring documentation is complete, timely, and well organized.</p><p>• Utilize Excel and relevant property management or accounting systems to streamline reporting and improve financial visibility.</p>
- 2026-10-20T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 175000 USD / Yearly
- <p>Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.</p><p>• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.</p><p>• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.</p><p>• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.</p><p>• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.</p><p>• Support regulatory and compliance-related reporting needs as required by the business.</p><p>• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.</p><p>• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.</p><p>• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.</p><p>• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p>Jeff Abrams with Robert Half is in search for a Management Accountant. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee general ledger activity and manage all close cycles (monthly, quarterly, and annual) for the management entity</li><li>Review and prepare accounting entries, reconciliations, and related documentation to support financial accuracy</li><li>Ensure proper allocation of expenses across entities, investment vehicles, and cost structures in alignment with governing agreements</li><li>Maintain and improve accounting processes, policies, and internal control frameworks</li><li>Act as the main liaison for the external accounting service provider</li><li>Review invoice processing, account coding, and payment runs handled by the external provider</li><li>Monitor timeliness, accuracy, and compliance with established approval processes</li><li>Conduct periodic vendor reviews and address discrepancies or irregularities</li><li>Assess service performance and recommend process improvements for outsourced functions</li><li>Compile quarterly financial reporting packages and supporting analysis</li><li>Assist with budgeting, forecasting, and variance reviews related to operating expenses</li><li>Deliver financial insights and analysis to leadership to support decision-making</li><li>Collaborate on system enhancements and reporting improvements</li><li>Contribute to cross-functional efforts and ad hoc projects as the organization grows</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 250000 - 350000 USD / Yearly
- <p>One of the fastest growing investment managers across the country is seeking a Controller with extensive Hedge Fund experience. The firm has broken records with its capital raising successes and this is an optimal time to board the rocket ship. Join a world-class team of industry leaders, network with the who's who in this space, and make your mark on the operations of this firm. This is a rare opportunity to join a lean, entrepreneurial team and help build institutional-grade finance infrastructure within a sophisticated investment platform.</p><p><br></p><p>What You'll Do</p><ul><li>Serve as the primary internal owner of fund accounting and financial reporting.</li><li>Oversee NAV calculations, investor allocations, capital activity, management and incentive fees, and partnership accounting.</li><li>Manage relationships with third-party fund administrators, auditors, and tax providers.</li><li>Support accounting and reporting for complex investment strategies, including long/short positions, derivatives, synthetic exposures, and options.</li><li>Coordinate audits, tax reporting, and regulatory deliverables.</li><li>Drive process improvements, automation initiatives, and scalable reporting solutions.</li><li>Partner closely with senior leadership on fund operations, strategic initiatives, and infrastructure development.</li></ul><p>Why Join?</p><ul><li>Join one of the industry's fastest-growing investment platforms.</li><li>Highly visible role with direct exposure to senior leadership.</li><li>Opportunity to build and improve processes in a technology-forward environment.</li><li>Highly competitive compensation, very generous bonus potential, and significant long-term growth opportunity.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 145000 - 175000 USD / Yearly
- <p>A nationally recognized and thriving wealth management and advisory firm is seeking a <strong>Vice President of Client Services</strong> to help shape and elevate the client experience across a growing organization.</p><p><br></p><p>This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm.</p><p><br></p><p>The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement.</p><p><br></p><p>Lead and Develop High-Performing Teams</p><ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul><p>Elevate the Client Experience</p><ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul><p>Partner Across the Business</p><ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul><p>Drive Operational Excellence</p><ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 40 - 50 USD / Hourly
- <p>A San Francisco–based corporate legal department is seeking an experienced and detail-oriented Corporate Paralegal to support in-house counsel with a wide range of corporate governance, compliance, and transactional matters. This is a contract-to-hire opportunity for someone who thrives in a fast-paced, business-oriented legal environment and brings strong organizational skills, sound judgment, and a proactive mindset. The Corporate Paralegal will play a key role in supporting day-to-day legal operations and ensuring accurate documentation and compliance across the organization.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support in-house counsel with corporate governance matters, including entity management and maintenance</li><li>Prepare, review, and organize corporate documents such as board consents, resolutions, and meeting minutes</li><li>Assist with entity formations, dissolutions, mergers, and other corporate transactions</li><li>Maintain corporate records, minute books, and cap tables</li><li>Manage contract lifecycle tasks, including tracking, organizing, and assisting with reviews of NDAs, MSAs, and other commercial agreements</li><li>Coordinate signatures and execution of legal documents</li><li>Assist with compliance filings and deadlines, including annual reports and regulatory requirements</li><li>Conduct basic legal research and support special projects as needed</li><li>Collaborate cross-functionally with finance, HR, and business teams</li></ul>
- 2026-11-09T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Advisor</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Collaborative Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Anisa is partnering with a highly respected wealth management firm is seeking a <strong>Client Advisor</strong> to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul><p>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> investment management </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Associate Advisor</p><p>📍 San Ramon, CA [Hybrid, 4-5 days in office]</p><p>🏢 Independent Wealth Management Firm</p><p>💰 Competitive Base + Discretionary Bonus</p><p><br></p><p>Anisa Henry is partnered with a growing independent wealth management firm in the search for an <strong>Associate Advisor</strong>. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets.</p><p><br></p><p><strong>The Role:</strong></p><p>You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities.</p><p> </p><p><strong>We are looking for someone who is both analytical and operational:</strong></p><ul><li><strong>Analytical</strong>: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.</li><li><strong>Operational</strong>: Able to manage client communications, sit in meetings, take notes…</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Partner with senior advisors to support client relationships, projects, and business operations.</li><li>Assist with financial planning, investment analysis, and meeting preparation.</li><li>Participate in client meetings and manage follow-up action items.</li><li>Support client communications, onboarding, and ongoing service needs.</li><li>Serve as a trusted client contact while developing advisory expertise.</li></ul><p><strong>Planning & Operations Support</strong></p><ul><li>Review client financial information and maintain accurate records.</li><li>Track meeting notes, action items, and planning deliverables.</li><li>Help improve planning workflows and operational processes.</li><li>Assist with insurance and risk management planning.</li></ul><p><strong>Client Service</strong></p><ul><li>Maintain CRM records and manage client documentation.</li><li>Coordinate with financial institutions and third-party partners.</li><li>Process account openings, transfers, and maintenance requests.</li><li>Prepare client meeting materials and provide proactive communication.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- Concord, CA
- onsite
- Temporary / Contract
- 30 - 40 USD / Hourly
- <p><strong>Position Summary:</strong></p><p>The Certified Payroll Specialist is responsible for processing payroll accurately and on time, maintaining payroll records, ensuring compliance with federal, state, and local wage and hour laws, and supporting audits, reporting, and employee payroll inquiries. This role typically requires strong knowledge of payroll systems, tax withholding, garnishments, benefits deductions, and certified payroll reporting requirements.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Process weekly, biweekly, semimonthly, or monthly payroll for employees</li><li>Prepare and submit certified payroll reports as required</li><li>Maintain payroll records, earnings, deductions, taxes, and direct deposit information</li><li>Ensure compliance with prevailing wage, union, and government contract payroll requirements</li><li>Reconcile payroll reports, general ledger entries, and tax filings</li><li>Administer wage garnishments, benefit deductions, and payroll adjustments</li><li>Respond to employee questions regarding pay, taxes, and deductions</li><li>Support payroll audits and year-end processing, including W-2 preparation</li><li>Partner with HR, finance, and project teams to validate employee and labor data</li><li>Monitor changes in payroll laws and regulations to maintain compliance</li></ul><p><br></p>
- 2026-10-30T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 85000 - 105000 USD / Yearly
- <p>We are looking for a detail-oriented Legal Secretary to support litigation matters in Redwood City, California. This role focuses on preparing court-ready documents, coordinating filings, and maintaining organized case materials while working closely with attorneys, paralegals, and litigation support colleagues. The ideal candidate brings strong knowledge of filing procedures, excellent document formatting skills, and the ability to manage deadlines in a fast-paced legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Draft, revise, proofread, and finalize litigation documents such as motions, briefs, and related court submissions before filing.</p><p>• Produce accurate tables of contents and tables of authorities, and apply advanced formatting tools to ensure consistency across legal documents.</p><p>• Prepare final filing sets in PDF format, including bookmarking, pagination, and layout adjustments that meet court submission requirements.</p><p>• Partner with paralegals and legal team members to assemble exhibits, appendices, and supporting records for filings and case materials.</p><p>• Monitor applicable court rules, filing procedures, and judge-specific requirements to help maintain compliance across matters.</p><p>• Keep case information records current by updating deadlines, court details, captions, and service lists with accuracy.</p><p>• Manage the storage and organization of draft and final documents within litigation document management systems while preserving accessibility and security.</p><p>• Support shared litigation workflows by responding to team assignments, assisting with filing requests, and helping coordinate coverage for urgent or after-hours submissions.</p><p>• Follow established litigation support procedures and practice guidelines to promote consistency, quality, and compliance in daily work.</p>
- 2026-10-28T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 10000 - 120000 USD / Yearly
- We are looking for a skilled Staff Accountant to support core accounting operations for a multi-entity organization in San Jose, California. This role centers on accounts payable, reconciliations, journal entries, and close support while helping maintain accurate financial records and dependable reporting. The position is well suited for someone who can handle a high volume of transactions, stay organized under competing deadlines, and work effectively with both finance and operational teams.<br><br>Responsibilities:<br>• Manage full-cycle accounts payable activities, including reviewing invoices, verifying approvals, assigning accurate coding, and coordinating timely disbursements.<br>• Prepare journal entries and maintain general ledger activity to ensure accounting records are complete, accurate, and properly supported.<br>• Reconcile bank accounts, credit cards, and other balance sheet accounts, researching variances and resolving discrepancies promptly.<br>• Assist with month-end and year-end close tasks by organizing supporting schedules, reviewing account activity, and helping finalize reporting packages.<br>• Maintain vendor records, respond to payment-related questions, and work with internal teams to address invoice or documentation issues.<br>• Monitor cash transactions and keep clear documentation for receipts, payments, and related banking activity.<br>• Support audit requests, tax-related documentation, and annual reporting requirements by gathering and organizing financial information.<br>• Contribute to process improvements that strengthen internal controls, increase efficiency, and support reliable accounting workflows.<br>• Partner with cross-functional stakeholders on budgeting, forecasting, and special accounting projects as business needs arise.
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 140000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Fund Accountant</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Financial Services | Alternative Investments</p><p>💰 Competitive Base + Bonus + Comprehensive Benefits + High Career Growth</p><p><br></p><p>A rapidly growing alternative investment firm is seeking a Senior Fund Accountant to join its finance team in San Francisco. Backed by significant institutional capital and focused on providing liquidity solutions across private markets, the firm is experiencing substantial growth and offers a unique opportunity to gain exposure to complex investment structures, fund operations, and strategic finance initiatives. This role is ideal for an accounting professional who wants to move beyond traditional fund accounting and gain hands-on experience across fund finance, treasury, investor activities, financial reporting, audits, and business analysis within a sophisticated investment platform.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review and validate fund accounting activities prepared by external service providers, including NAV calculations, capital activity, allocations, and financial reporting.</li><li>Serve as a primary liaison and oversight partner for third-party fund administrators.</li><li>Review monthly, quarterly, and annual fund accounting deliverables and investigate variances or unusual activity.</li><li>Assist with the preparation and review of financial statements, supporting schedules, and management reporting.</li><li>Partner with service providers to resolve accounting issues and ensure timely, accurate reporting.</li><li>Support treasury operations, including cash management, liquidity monitoring, forecasting, and wire activity.</li><li>Assist with capital calls, distributions, subscriptions, and other investor transactions.</li><li>Respond to investor-related requests and support the delivery of financial information.</li><li>Coordinate year-end audits, tax reporting processes, and interactions with external advisors.</li><li>Perform ad hoc financial analysis, modeling, and special projects across the finance organization.</li><li>Enhance accounting processes, controls, reporting procedures, and operational efficiencies.</li><li>Collaborate closely with finance leadership on broader fund finance and operational initiatives.</li></ul><p><strong>Why Apply?</strong></p><ul><li>Join a high-growth investment platform at an exciting stage of expansion.</li><li>Gain exposure to complex fund structures, co-investments, and alternative investment strategies.</li><li>Work alongside experienced finance and investment professionals in a highly collaborative environment.</li><li>Competitive compensation package including bonus potential.</li><li>Comprehensive healthcare benefits and 401(k) program.</li><li>Premium office environment with employee-focused perks and amenities.</li><li>Significant opportunities for professional development and long-term career growth.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Fund Accountant</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing & Respected Investment Platform</p><p>💰 Competitive Base + Bonus + Awesome Benefits</p><p><br></p><p>Join a highly regarded investment platform focused on backing innovative, high-growth companies across a diverse range of technology and innovation-driven sectors. With a collaborative, entrepreneurial culture and significant assets under management, the firm combines disciplined investing with a hands-on approach to supporting portfolio company growth.</p><p><br></p><p><strong>The Role</strong></p><p>The <strong>Finance Associate</strong> serves as a key member of a lean, high-impact finance team. This individual will support the day-to-day financial operations of investment funds and special purpose vehicles (SPVs), while contributing to fund accounting, reporting, valuations, and process improvement initiatives. The ideal candidate is detail-oriented, analytical, systems-minded, and excited to leverage automation and AI tools to improve efficiency and scalability.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Support monthly and quarterly fund close processes across investment funds and SPVs.</li><li>Prepare NAVs, capital account activity, allocations, and financial reporting schedules.</li><li>Assist with investor reporting, audits, and tax processes.</li><li>Support valuation analyses and portfolio performance reporting.</li><li>Coordinate investment-related transactions and cash activity.</li><li>Drive process improvements through automation, AI, and technology tools.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- Concord, CA
- onsite
- Temporary / Contract
- 26 - 32 USD / Hourly
- <p>We are looking for an Administrator with analytical skills to support subcontractor qualification activities for a busy construction organization in Concord, California. This Long-term Contract position focuses on evaluating application packages, reviewing financial information, and helping ensure trade partners meet approval standards before joining active and upcoming projects. The role is well suited for someone who is detail-oriented, comfortable managing a large workload, and able to communicate clearly with both subcontractors and internal project teams.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the intake and review of initial and annual subcontractor qualification submissions for both prospective and existing trade partners.</p><p>• Examine financial statements and supporting documents to identify missing items, incomplete records, or information requiring clarification before approval can move forward.</p><p>• Communicate directly with subcontractors to request outstanding documentation and maintain consistent follow-up until submission requirements are satisfied.</p><p>• Partner with project teams to confirm subcontractors are reviewed and cleared in time to support scheduled project needs.</p><p>• Manage a high-volume pipeline of subcontractor applications while adjusting priorities to meet changing deadlines and business demands.</p><p>• Maintain organized files, checklists, and reporting tools that support visibility into qualification progress and outstanding issues.</p>
- 2026-11-13T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p>Key responsibilities include:</p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p>
- 2026-10-30T00:00:00Z
- San Jose, CA
- onsite
- Temporary / Contract
- 20 - 35 USD / Hourly
- <p>Legal Administrative Assistant</p><p>We are seeking a dependable and organized Legal Administrative Assistant to support our attorneys and legal staff. This position is suitable for someone interested in building a career in the legal field. Prior law firm experience is not required, and training will be provided.</p><p>Responsibilities</p><ul><li>Answer and route telephone calls, emails, and general inquiries.</li><li>Welcome clients and visitors professionally.</li><li>Schedule appointments, meetings, court dates, and deadlines.</li><li>Prepare, format, proofread, scan, copy, and file legal documents.</li><li>Maintain electronic and physical client files.</li><li>Enter client and case information into case-management systems.</li><li>Assist with opening and closing files.</li><li>Process incoming and outgoing mail.</li><li>Request records and follow up on routine administrative matters.</li><li>Support attorneys, paralegals, and other staff with daily administrative tasks.</li><li>Protect confidential client and firm information.</li></ul><p>Qualifications</p><ul><li>High school diploma or equivalent required.</li><li>Previous legal experience is a plus</li><li>Strong written and verbal communication skills.</li><li>Good organizational, time-management, and attention-to-detail skills.</li><li>Basic proficiency with Microsoft Word, Outlook, and office equipment.</li><li>Ability to follow instructions and manage multiple assignments.</li><li>Professional, reliable, and willing to learn.</li><li>Ability to handle sensitive information with discretion.</li></ul><p><br></p>
- 2026-11-13T00:00:00Z