<p>Our client is a growing mid-sized organization seeking a detail-oriented Accounts Payable Specialist to join their accounting team. This is an excellent opportunity for an accounting professional who enjoys working in a collaborative environment, managing high-volume transactions, and contributing to the overall efficiency of the finance department.</p><p>The ideal candidate will be organized, proactive, and capable of handling multiple priorities while maintaining a high degree of accuracy.</p><p>Responsibilities</p><ul><li>Process high-volume invoices accurately and efficiently</li><li>Perform three-way matching of invoices, purchase orders, and receiving documentation</li><li>Review, verify, and code invoices for payment</li><li>Prepare and process check runs, ACH payments, and wire transfers</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain vendor records and supporting documentation</li><li>Respond to vendor inquiries regarding payment status</li><li>Assist with month-end close and account reconciliations</li><li>Ensure compliance with company policies and internal controls</li><li>Collaborate with purchasing, operations, and accounting teams to resolve invoice and payment issues</li><li>Support process improvement initiatives within the accounts payable function</li></ul><p>Apply Today</p><p>If you're looking to grow your accounting career with a stable and expanding organization, we'd like to hear from you. Submit your resume for confidential consideration.</p>
<p><strong>Executive Assistant/Office Manager</strong></p><p><br></p><p>Our thriving San Francisco Private Equity client is hiring an Executive Assistant to provide dependable, high-touch support to a CEO & Managing Partner and investment team in San Francisco, California. This position is ideal for someone who brings strong organization, a composed presence, and the ability to keep daily office activity running smoothly in an in-person environment. The role includes calendar coordination, meeting support, office management, and occasional early or extended hours when business needs require additional coverage.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate calendars, meeting schedules, and Outlook communications to help a busy team stay organized and on track.</p><p>• Prepare conference rooms and shared spaces for internal meetings and special events, ensuring a welcoming and well-organized environment.</p><p>• Support quarterly board gatherings by arranging meals, managing event details, and assisting with onsite logistics.</p><p>• Handle office hospitality tasks such as setting out coffee and breakfast items for early meetings and maintaining a presentable kitchen area.</p><p>• Monitor and replenish workplace supplies, place orders as needed, and help maintain smooth day-to-day office operations.</p><p>• Assist with general administrative needs for a team, responding promptly and reliably to shifting priorities.</p><p>• Provide in-office coverage four days each week and adjust start or end times when meetings or leadership needs fall outside the standard schedule.</p><p>• Oversee light office upkeep responsibilities, including coordinating routine kitchen organization and dishwasher use as part of maintaining shared spaces.</p>
<p>If you are interested, please <strong>message Jennifer Fukumae </strong>on LinkedIn to start a conversation and learn details about this role!</p><p><br></p><p>A leading boutique early-stage venture capital firm in San Francisco is seeking a Senior Fund Accountant / Fund Manager to join its lean and high-impact finance team. This is a rare opportunity to step into a highly visible role supporting a ~$1B+ AUM investment platform focused on seed and Series A investments across software, AI, fintech, infrastructure, healthcare, and emerging technologies. The environment is intentionally small, highly collaborative, and founder-centric—offering significant exposure to partners, portfolio companies, and the full venture investment lifecycle.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Lead and support fund accounting processes including monthly/quarterly closes</p><p>• Execute capital calls, distributions, and waterfall allocations</p><p>• Manage NAV calculations, management fees, and carried interest tracking</p><p>• Support financial statement preparation and audit coordination</p><p>• Oversee GP/LP allocations and investor reporting packages</p><p>• Partner closely with fund administration, tax, audit, and legal teams</p><p>• Track and support SPVs, SAFEs, convertible notes, and co-invest vehicles</p><p>• Assist with valuation support for illiquid and venture-stage investments</p><p>• Monitor portfolio company activity including financing events and exits</p><p>• Drive process improvements, automation, and reporting efficiency</p>
<p>We are looking for a short-term Front Desk Coordinator to support office operations in Pleasanton, California. This contract position is ideal for someone who enjoys creating a welcoming environment, managing front desk activity, and providing dependable administrative support. The person in this role will serve as a key point of contact for visitors and callers while helping the office stay organized and responsive.</p><p><br></p><p>Front Desk Coordinator Responsibilities:</p><p>• Welcome visitors, direct them appropriately, and maintain a detail-oriented front desk presence throughout the day.</p><p>• Manage a multi-line phone system by answering incoming calls, routing inquiries, and taking accurate messages when needed.</p><p>• Handle incoming and outgoing mail, receive deliveries, and coordinate package distribution in a timely manner.</p><p>• Prepare written communications, complete basic document formatting, and assist with copying and general clerical tasks.</p><p>• Enter and update information accurately in office records and internal files.</p><p>• Organize physical and digital documents to support efficient retrieval and day-to-day operations.</p><p>• Provide administrative assistance to management and respond to additional office support needs as they arise.</p><p><br></p><p>If you are interested in this Front Desk Coordinator position, please submit your resume today!</p>
<p>Colleen McAuliffe from Robert Half is looking for a Payroll Administrator to support accurate, compliant payroll operations for a multi-state workforce in California. This role is responsible for maintaining payroll records, assisting with employee data updates, and helping ensure tax filings and reporting are completed correctly and on time. The ideal candidate brings strong payroll experience, sound judgment with sensitive information, and the ability to work effectively across departments in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Partner with internal teams to keep payroll processing aligned and verify adjustments before they are finalized.</p><p>• Assist with onboarding setup by reviewing employment and payroll documents for completeness across multiple states and work locations.</p><p>• Reconcile payroll tax activity, maintain accurate monthly records, and help meet filing deadlines in accordance with applicable requirements.</p><p>• Maintain employee payroll information, including withholding elections, direct deposit details, compensation changes, and contact information updates.</p><p>• Oversee payroll-related deductions for benefits, retirement plans, and other employee-elected programs to ensure proper processing.</p><p>• Administer paid leave and absence-related pay entries so approved time away is reflected correctly in payroll.</p><p>• Prepare and submit quarterly and year-end payroll reporting, including wage and contractor tax documents and other required filings.</p><p>• Perform routine audits of payroll data to identify discrepancies, support compliance, and improve record accuracy.</p><p>• Support adherence to federal, state, and local payroll regulations, and contribute to special projects connected to payroll and HR operations.</p>
<p>We are looking for a Facilities Assistant to support daily workplace operations for a Contract position based in San Francisco, California. This role is ideal for someone who brings strong organizational skills, a practical approach to problem-solving, and a positive attitude when responding to facility needs. The successful candidate will help maintain an efficient, welcoming environment by coordinating requests, supporting shared spaces, and working closely with internal teams. Flexibility for occasional weekend coverage is important in order to meet operational demands.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate day-to-day facilities activities to help keep the office environment safe, organized, and fully operational.</p><p>• Manage maintenance requests, track work orders, and follow up on open items using a computerized maintenance management system.</p><p>• Support conference room readiness by monitoring setup needs, resolving room-related issues, and helping shared spaces remain presentable.</p><p>• Assist with facilities management tasks such as vendor coordination, service scheduling, and general workplace support.</p><p>• Maintain accurate records for facilities activity, service requests, and related administrative updates across internal systems.</p><p>• Partner with team members and site contacts to address operational concerns quickly and provide responsive customer service.</p><p>• Help monitor timekeeping or scheduling processes as needed.</p><p>• Provide coverage outside standard weekday hours when required, including weekend support based on business needs.</p>
<p>We are looking for a Senior Staff Accountant to support core accounting operations and help maintain accurate financial records for the organization. This role is ideal for someone with strong attention to detail who can manage daily accounting activities, contribute to tax-related processes, and ensure the integrity of the general ledger. The position offers the opportunity to work across multiple accounting functions while partnering with internal teams to support timely and compliant financial reporting. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Prepare and record journal entries to ensure financial transactions are accurately reflected in the accounting system.</p><p>• Reconcile general ledger accounts and investigate discrepancies to maintain complete and reliable financial records.</p><p>• Support corporate tax activities, including gathering documentation and assisting with the preparation of tax return information.</p><p>• Manage sales tax processes by reviewing transaction data, helping maintain compliance, and supporting timely filings.</p><p>• Assist with month-end and year-end close activities to help deliver accurate financial statements on schedule.</p><p>• Analyze accounting data and provide insights that improve accuracy, consistency, and overall financial controls.</p><p>• Partner with internal stakeholders to collect financial information, resolve accounting issues, and support audit or reporting needs.</p>
<p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>My client is a boutique early-stage venture capital firm based in San Francisco. They make investments in software, AI, infrastructure, fintech, developer tools, healthcare tech, and crypto/blockchain-related companies. They intentionally stay small with ~15 employees and around $1B+ AUM. Very relationship-driven culture rather than institutional “mega fund” bureaucracy. Their portfolio includes recognizable venture-backed companies, some with <strong>recent very successful exits</strong>.</p><p><br></p><p><strong>The Environment and culture is -</strong></p><ul><li>Kind and values based</li><li>Lean team, will report to Director of Finance (an exceptional person to work with - bright, understanding, a true business partner)</li><li>High ownership</li><li>Fast-moving</li><li>Founder focused</li><li>Significant operational breadth - You will work closely with Partners, Fund Admin, Audit & Tax, LP’s for reporting and portfolio analysis and monitoring.</li></ul><p>They will value someone who can handle:</p><ul><li>Capital calls, Distributions, Waterfall allocations, Management fee calculations, Carried interest tracking, Quarterly NAVs, Financial statement review, GP/LP allocations</li><li>SPVs, SAFEs and convertible notes, Valuation support for illiquid investments, Portfolio company financing events, Crypto/digital asset exposure (possibly), Co-invest vehicles</li><li>Process building, automation mindset, vendor management, audit coordination, and improving reporting workflows are all highly valued.</li></ul><p>Career upsides:</p><ul><li>Exposure to top-tier venture ecosystem</li><li>Direct interaction with partners</li><li>Visibility into startup investing and portfolio construction</li><li>Broader responsibility than at a giant asset manager</li><li>Opportunity to modernize finance infrastructure</li><li>Strong compensation upside as the platform keeps growing</li></ul><p><br></p>
<p>Established law firm is seeking an Associate Attorney to join their dynamic team. This remote role offers an opportunity to engage in challenging civil litigation cases, focusing on combating insurance fraud and advocating for justice on behalf of our clients. The ideal candidate will bring strong analytical and writing skills, a collaborative mindset, and a willingness to take on significant responsibilities from the outset. This person MUST RESIDE IN CALIFORNIA, TEXAS, OR WASHINGTON & have an active California bar license. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in civil litigation cases, with a primary focus on insurance fraud matters.</p><p>• Conduct legal research, draft pleadings, and prepare comprehensive legal documents.</p><p>• Participate in depositions, including both conducting and defending them effectively.</p><p>• Manage the discovery process, including drafting and responding to discovery requests.</p><p>• Collaborate with team members to develop and execute litigation strategies.</p><p>• Handle pre-trial and trial responsibilities, including preparing evidence and presenting cases in court.</p><p>• Communicate and negotiate with opposing counsel to seek resolutions or settlements when appropriate.</p><p>• Maintain up-to-date knowledge of relevant laws and regulations affecting insurance fraud cases.</p><p>• Foster strong client relationships through regular communication and updates on case progress.</p>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Accounting Manager | Real Estate | East Bay | Hybrid; 2 days onsite (Free Parking)</strong></p><p> </p><p>A growing real estate organization with a diverse portfolio across development, property management, and corporate operations is seeking an Accounting Manager to join its high-performing finance team. This is a highly visible role offering broad exposure across multiple entities and properties, with strong partnership alongside leadership and key stakeholders.</p><p><br></p><p>The position is ideal for someone who enjoys a mix of hands-on accounting, financial reporting, budgeting/forecasting, process improvement, and team leadership within a complex real estate environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead month-end close and oversee financial reporting for assigned portfolios</li><li>Manage budgeting, forecasting, cash flow, and variance analysis</li><li>Prepare consolidated reporting for leadership, investors, lenders, and auditors</li><li>Oversee AP processes, billing activity, and transaction accuracy</li><li>Support investor reporting, audit coordination, and job cost analysis</li><li>Review contracts and evaluate accounting treatment for complex transactions</li><li>Improve processes, controls, and reporting efficiency</li><li>Supervise and mentor accounting and administrative staff </li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a detail-oriented Administrative Assistant to support an education-focused organization. This contract position will play a key role in organizing records, converting physical materials into digital formats, and helping maintain accessible documentation. The assignment is expected to last approximately one month and requires someone who is comfortable handling administrative work with a strong level of accuracy and technical confidence.<br><br>Responsibilities:<br>• Organize and file a wide range of office documents to improve record accessibility and maintain orderly administrative systems.<br>• Scan and digitize paper-based materials, ensuring electronic files are saved accurately and consistently.<br>• Review documents during processing and flag any building plans or similar records that should be retained carefully.<br>• Perform data entry and basic record updates to support day-to-day administrative operations.<br>• Provide general office assistance as needed, including support for front-desk and reception-related tasks.<br>• Help maintain a clean and efficient document management workflow while meeting deadlines for the contract assignment.
<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>Assistant Controller | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks</strong></p><p> </p><p>Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth.</p><p> </p><p>Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>Fund and Financial Operations | Investment Manager | Menlo Park | Hybrid; 3 Days Onsite | Competitive Compensation with Top Perks</strong></p><p> </p><p>A highly regarded investment management firm with a strong reputation across alternative investments is seeking a Finance professional to join its collaborative and highly organized team. Known for offering top-tier benefits and a culture that genuinely prioritizes work-life balance, the firm provides a rare combination of sophistication, stability, and long-term growth within investment operations.</p><p> </p><p>The team operates in a well-structured environment with strong processes already in place. This role will focus heavily on reviewing outsourced work from fund administrators, overseeing operations across multiple alternative investment products, and partnering cross-functionally with internal teams in a high-impact oversight capacity.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review NAV packages and outsourced accounting work from fund administrators </li><li>Oversee financial operations across alternative investment products </li><li>Support investor reporting, compliance filings, and annual audits </li><li>Review expense allocations and monitor managed accounts </li><li>Partner with finance, legal, investments, and client service teams </li><li>Assist with operational improvements and oversight processes </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>A boutique law firm in San Jose, California is seeking a Legal Assistant to support multiple attorneys in its civil litigation practice. This role is ideal for a highly organized, detail-oriented professional who can manage competing priorities and provide strong administrative and case support in a fast-paced legal environment. This Legal Assistant will support the full litigation lifestyle and offers room for growth within the firm. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Provide day-to-day support to multiple civil litigation attorneys</li><li>Prepare, format, revise, and finalize legal documents, correspondence, and pleadings</li><li>File documents with state and federal courts, including electronic court filings</li><li>Maintain attorney calendars, deadlines, court dates, and case files</li><li>Coordinate hearings, depositions, meetings, and other case-related scheduling</li><li>Assist with drafting and proofreading legal documents and correspondence</li><li>Organize and maintain physical and electronic case files</li><li>Communicate with clients, court personnel, opposing counsel, and vendors</li><li>Track deadlines and help ensure timely filings and case support throughout the litigation process</li><li>Provide general administrative support as needed</li></ul><p><br></p>
<p><strong>Tax Preparer</strong></p><p>We are seeking a detail-oriented Tax Preparer to support a variety of tax engagements in a public accounting environment. This role is responsible for preparing tax returns, conducting tax research, supporting tax planning initiatives, and assisting with tax compliance matters. The ideal candidate can work independently, manage multiple priorities, and maintain a high level of accuracy.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and file individual, corporate, partnership, trust, and other tax returns.</li><li>Conduct federal and state tax research and document findings.</li><li>Prepare, reconcile, and review tax workpapers for accuracy and completeness.</li><li>Assist with tax planning projects and client engagements.</li><li>Monitor tax law changes and evaluate their impact on tax filings and compliance.</li><li>Support responses to tax notices, audits, and examinations.</li><li>Collaborate with team members on special projects and provide technical support as needed.</li><li>Participate in business development and professional networking activities.</li><li>Maintain firm standards and meet annual billable hour expectations.</li></ul>
<p>Regional law firm based in San Jose, CA is seeking a detail-oriented Trademark Paralegal to support attorneys in the management of domestic and international trademark matters. This hybrid role requires regular on-site work and offers the opportunity to work closely with a collaborative legal team on all aspects of trademark portfolio management, prosecution, maintenance, enforcement, and related litigation support. The ideal candidate will bring strong organizational skills, a proactive approach, and experience handling high-volume trademark matters in a fast-paced law firm environment.</p><p><br></p><p><strong><u>Job Duties and Responsibilities</u></strong></p><p><br></p><ul><li>Assists attorneys with planning and managing clients’ trademark portfolios</li><li>Assists with the preparation, filing, prosecution and maintenance of trademark applications at U.S. PTO, including preparation of scanned images for use as specimens</li><li>Assists with the preparation, filing, prosecution and maintenance of trademark applications at WIPO (World Intellectual Property Organization)</li><li>Initiates foreign filings and corresponds with foreign agents concerning foreign applications</li><li>Utilizes ProLaw proficiently to docket action due dates; monitors prosecution deadlines and communicates appropriate responses</li><li>Prepares status charts/reports for and routine letters to clients</li><li>Conducts online trademark searches (U.S. PTO, common law, initiating watch services, etc.)</li><li>Organizes, maintains and updates client and firm files</li><li>Assists attorneys in drafting Office Action responses for US filings and drafting correspondence to clients and to local counsel regarding Office Actions in cases outside of the US.</li><li>Assists attorneys in trademark opposition/cancellation litigation, including performing factual research, drafting discovery and discovery responses, summarizing deposition transcripts, analyzing evidence and trial preparation</li></ul><p><br></p>
We are looking for a detail-oriented Staff Accountant to join the team in Concord, California on a part-time Contract assignment. In this role, you will provide hands-on accounting support across payables, receivables, and month-end activities while helping maintain accurate financial records. This opportunity is expected to last 4-5 months and may offer a hybrid work arrangement.<br><br>Responsibilities:<br>• Process vendor invoices, prepare payments, and help keep accounts payable records accurate and up to date.<br>• Apply incoming payments, post cash activity, and support timely reconciliation of accounts receivable transactions.<br>• Prepare journal entries and organize batch entries to support a smooth and accurate month-end close.<br>• Maintain general ledger accuracy by reviewing transactions and resolving routine discrepancies.<br>• Use accounting systems, including Abila MIP or similar cloud-based platforms, to enter, track, and manage financial data.<br>• Create and update spreadsheets in Microsoft Excel to analyze balances, organize accounting details, and support reporting needs.<br>• Assist the accounting team with day-to-day financial operations and respond to transactional issues as they arise.
<p>We are looking for a Help Desk Analyst to deliver on-site tier one technical assistance and dependable end-user support for a busy architecture environment in San Francisco, California. This is a contract position is ideal for someone who enjoys solving day-to-day IT issues, maintaining smooth office technology operations, and providing a high level of service in a fast-moving workplace. The role requires a hands-on, detail-oriented individual who can communicate clearly, manage competing priorities, and contribute to a positive support experience for employees and teams.</p><p><br></p><p>This contract requires on-site between both the Oakland and San Francisco offices.</p><p><br></p><p>Responsibilities:</p><p>• Provide first-level technical support for hardware, software, and workplace technology issues, resolving incidents efficiently and escalating complex problems when needed.</p><p>• Manage service desk requests from intake through closure, ensuring timely follow-up, accurate updates, and strong customer service throughout the support process.</p><p>• Support Windows and Mac-based desktops and laptops by diagnosing user issues, performing basic troubleshooting, and restoring functionality with minimal disruption.</p><p>• Maintain user accounts and access within Active Directory, including routine updates, permissions support, and account-related assistance.</p><p>• Deliver on-site audio-visual and meeting room support to help presentations, conferences, and daily collaboration tools run smoothly.</p><p>• Assist with office technology operations across assigned work locations and provide remote support to additional teams when required.</p><p>• Coordinate device setup, workstation readiness, and general technical onboarding support for employees and contractors.</p><p>• Contribute to operational continuity by documenting recurring issues, tracking solutions, and helping improve support processes over time.tie</p>
<p>We are looking for an experienced SBA Underwriter to support loan evaluation and credit review activities for a remote Contract position. This role focuses on assessing SBA 7(a) loan opportunities, reviewing borrower financials, and producing clear credit recommendations that align with established lending standards. The ideal candidate brings strong analytical judgment, effective communication skills, and the ability to work closely with processing and closing partners to move transactions forward efficiently.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Review SBA 7(a) loan files and perform thorough credit analysis to determine overall transaction quality and lending viability.</p><p>• Examine and spread applicant financial statements, tax records, and supporting business documentation to assess repayment capacity and risk exposure.</p><p>• Request third-party due diligence items, such as appraisals, environmental reports, and business valuations, after obtaining appropriate internal approval.</p><p>• Develop well-structured credit memoranda that clearly summarize borrower qualifications, key risks, and underwriting recommendations.</p><p>• Present informed credit decisions and recommendations using independent judgment for management or committee review.</p><p>• Partner with loan processing staff to help advance approved transactions in a timely manner while maintaining compliance with internal lending guidelines.</p><p>• Work closely with the closing team to support smooth execution and completion of loan transactions.</p><p>• Identify potential credit concerns early and recommend practical solutions or mitigating factors to strengthen decision-making.</p>
<p>We are looking for an experienced accounting leader to guide core financial operations and strengthen the accuracy, timeliness, and integrity of reporting for our organization in San Francisco, California. This role oversees critical accounting activities, supports audit readiness, and helps build effective close processes and internal controls. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p> </p><p>Responsibilities:</p><ul><li>Oversee and guide department leaders, providing coaching to support growth and performance</li><li>Lead monthly manager meetings, set priorities, and align leadership goals</li><li>Partner with leadership to plan programs, define goals, and track results</li><li>Improve and manage reporting tools, including program and fundraising data in Salesforce</li><li>Promote a positive, team-focused culture through staff events, wellness initiatives, and retreats</li><li>Help develop and enforce internal policies with executive and finance leadership</li><li>Ensure staff follow established procedures and complete required trainings (e.g., mandated reporting)</li><li>Support employee engagement through affinity groups and cross-team collaboration</li><li>Assist with grant writing, reporting, and fundraising efforts</li><li>Represent the organization with partners, stakeholders, and funders</li><li>Act as key contact for school district partnerships and agreements </li><li>Serve as a liaison between leadership and the board of directors</li><li>Coordinate board-related activities including scheduling, agendas, and communications</li><li>Ensure clear communication of programs and initiatives to board members</li></ul>
<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>Tax & Fund Accounting | Growing Investment Management Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry</strong></p><p> </p><p>A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations.</p><p> </p><p>This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a dependable Legal Assistant to support a trusts and estates practice in Burlingame, California. This position plays an important role in keeping client files, correspondence, and administrative workflows organized for a group of paralegals. The right candidate is comfortable handling recurring processes, communicating clearly, and maintaining a high level of accuracy in a structured office environment.<br><br>Responsibilities:<br>• Manage daily incoming and outgoing mail by sorting materials, preparing correspondence, and ensuring timely distribution to the appropriate team members.<br>• Create, update, and maintain organized paper and digital client files, including document intake, scanning, indexing, and ongoing records upkeep.<br>• Prepare documents for signature by reviewing formatting, completeness, and supporting materials before circulation.<br>• Draft transmittal letters and other client-facing correspondence to send completed documents and related information.<br>• Monitor certified mail activity, including receipt tracking and confirmation of delivery for important legal communications.<br>• Support legal and administrative filings by coordinating check requests, lodging wills, recording deeds, and preparing proofs of service.<br>• Assemble exhibits and backup documentation for petitions, tax filings, and other matters handled by the trusts and estates team.<br>• Assist with post-recording follow-up by attaching confirmations, updating files, and sending final transmittal materials as needed.
<p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other wealth management opportunities in my network.</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. <strong>This is a fully remote role with option to work hybrid in the San Francisco office.</strong></p><p> </p><p>As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul><p><br></p>
<p><strong>Message Jennifer Fukumae on LinkedIn for quickest consideration!</strong></p><p><br></p><p>A premier private investment firm with approximately $40 billion in equity capital is seeking a <strong>Fund Accountant</strong> to join its San Francisco-based team. This is a critical hire supporting the firm’s continued growth and excellence in fund operations and financial reporting.</p><p> </p><p>This is a hybrid role; 3 days onsite.</p><p> </p><p>In this role, you’ll work closely with internal teams and external partners to ensure accurate, timely financial reporting and fund-level accounting for complex investment structures. You’ll have a unique opportunity to contribute to process enhancements and modernization initiatives, while gaining exposure to a wide variety of private equity and credit strategies.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee the preparation of financial reports and investor statements, including annual and quarterly financials, ensuring alignment with relevant fund documentation and accounting standards.</li><li>Support the calculation and allocation of capital activity such as investor contributions, distributions, and performance metrics.</li><li>Coordinate and review internal and third-party fund accounting data, ensuring accuracy of all portfolio transactions, including private investments, fund expenses, and investment-related accruals.</li><li>Partner with investor relations, legal, operations, and administrators to respond to client requests, audit inquiries, and ad hoc reporting needs.</li><li>Assist in valuation processes by reviewing models and inputs for private equity and debt investments alongside investment professionals and third-party valuation providers.</li><li>Help drive improvements in accounting systems and reporting tools, participating in ongoing efforts to streamline workflows and enhance operational efficiency.</li></ul><p><br></p>
<p>If you are early in your wealth management journey and want to join an established Wealth Management firm, please<strong> message Jennifer Fukumae</strong> on LinkedIn for quickest consideration!</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half</strong> is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.</p><p>This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.</p><p>This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Provide daily client service and operational support across a high-net-worth client base</p><p>• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients</p><p>• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates</p><p>• Manage client transactions including wires, disbursements, trade requests, and account maintenance</p><p>• Monitor account activity across trades, cash flow, performance, fees, and allocations</p><p>• Support client communication related to account activity, performance, reporting, and service inquiries</p><p>• Maintain accurate records and pipeline tracking within Salesforce</p><p>• Assist with reporting, analysis, and ad hoc client requests</p>