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500 results in Berkeley, CA

Director, Accounting Operations

San Francisco, CA
onsite
Permanent / Full Time
155000 - 164000 USD / Yearly
We are looking for an experienced accounting leader to oversee core financial operations in San Francisco, California as a Director of Accounting Operations. This role will guide the close process, strengthen reporting accuracy, and support a well-controlled accounting environment. The ideal candidate brings strong technical expertise, sound judgment, and the ability to lead teams through complex audit and reporting requirements. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Lead and develop AP/AR teams; drive accountability, service, and continuous improvement</li><li>Set KPIs/SLAs and manage workloads to meet all deadlines</li><li>Oversee full P2P cycle (vendors, invoices, payments); ensure timely, accurate payments</li><li>Handle vendor inquiries, train staff on PRs, manage T&E, and 1099 compliance</li><li>Lead O2C cycle (billing, cash app, collections); ensure accurate posting and reconciliations</li><li>Manage aging, reduce bad debt, and oversee credit/collections policy</li><li>Drive process improvements and automation; act as ERP SME; maintain controls and procedures</li><li>Oversee AP/AR close, reconciliations, and journal entries</li><li>Ensure GAAP/SOX compliance and support audits</li></ul>
2026-05-12T00:00:00Z

Maintenance Supervisor

Hayward, CA
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a Maintenance Supervisor to oversee maintenance operations within a food processing environment in the East Bay, California. This Long-term Contract position is ideal for someone who can combine hands-on technical knowledge with strong leadership to keep equipment running safely and efficiently. The role focuses on supporting production continuity, maintaining a clean and compliant facility, and coordinating maintenance priorities across multiple systems. Responsibilities:• Direct daily maintenance activity for production equipment and facility systems, ensuring work is completed safely and with minimal disruption to operations.• Lead preventive, predictive, and repair-based maintenance efforts across mechanical, electrical, pneumatic, and hydraulic equipment.• Diagnose equipment malfunctions, coordinate timely repairs, and assist with the setup and integration of new machinery when needed.• Organize, assign, and adjust work orders in response to production schedules, equipment conditions, and operational priorities.• Maintain thorough service documentation, repair histories, and maintenance records to support performance tracking and compliance needs.• Uphold workplace safety practices, including lockout procedures and confined space requirements, while reinforcing safe work habits across the team.• Support regulatory and internal audit readiness by helping maintain compliance with food manufacturing, sanitation, and facility standards.• Track spare parts usage, monitor inventory levels, and coordinate purchasing requests to avoid maintenance delays.• Work closely with production, sanitation, and quality teams to resolve equipment concerns and improve reliability across the facility.• Contribute to maintenance planning by helping build service schedules and identifying opportunities for equipment upgrades or capital improvements.
2026-05-11T00:00:00Z

Compliance Manager

Sunnyvale, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
We are looking for an experienced Compliance Manager to lead regulatory oversight and support responsible business operations in Sunnyvale, California. This role focuses on export control compliance, documentation accuracy, and alignment with applicable safety and regulatory standards. The ideal candidate will bring strong knowledge of technical data controls, licensing processes, and policy implementation in a regulated environment. Responsibilities: • Oversee day-to-day compliance activities related to export controls, regulated documentation, and applicable operational standards. • Prepare, review, and maintain records to support accurate handling of export and import documentation requirements. • Manage submissions for license applications and track approvals to help ensure timely regulatory authorization. • Interpret and apply relevant organizational, domestic, and international compliance requirements affecting technical data and controlled information. • Partner with internal stakeholders to strengthen policies, procedures, and controls that support legal and regulatory adherence. • Monitor compliance risks, investigate potential issues, and recommend corrective actions to maintain program effectiveness. • Support audits, assessments, and reporting activities by organizing documentation and responding to compliance-related inquiries.
2026-05-29T00:00:00Z

Associate Advisor

Foster City, 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

Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 97000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS STAFF ACCOUNTANT/PROPERTY ACCOUNTANT We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success. Responsibilities:• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.• Ensure compliance with regulatory standards, internal policies, and industry best practices.• Partner with property managers to assist with financial close activities and address inquiries.• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.
2026-05-15T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match. Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Attorney/Lawyer

Napa, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
Established boutique law firm is seeking a midlevel to senior trust litigation attorney to join their firm. This firm offers a low billable requirement, a congenial work atmosphere, and established bonus structure. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities: As a Trust Litigation Attorney, you will be handling a wide range of trust and estate litigation matters such as disputes over trust and estate administration, elder abuse, accounting and removal actions, breach of fiduciary duty, claims of undue influence, and contested conservatorships among others. Key Duties: Represent clients in court or before government agenciesPrepare and draft legal documents on behalf of clientsAdvise clients on business and legal issuesNegotiate settlements for legal disputesComply with all legal standards and regulationsCommunicate effectively with clients, colleagues and opposing counsel
2026-06-01T00:00:00Z

Fund Accountant

San Jose, CA
onsite
Permanent / Full Time
130000 - 155000 USD / Yearly
Senior Fund Accountant & Valuations Compensation: $130K – $155K (stretch DOE) + up to 20% bonus + Phantom CarryLocation: Menlo Park, CA (Hybrid – 4 days onsite)Perks: 100% covered healthcare (including dependents), unlimited PTO, 401(k) match, $2,500 HRA, parental leave This is where fund accounting meets investing intelligence.We’re looking for someone who can go beyond the books—someone who understands that valuation is the heartbeat of venture capital.You’ll sit at the intersection of finance, investing, and strategy, working closely with partners and leadership to not only report performance—but shape how it’s understood. What You’ll DoValuations (Core Focus)<ul><li>Lead quarterly 820 valuations across portfolio companies</li><li>Build and analyze models using venture valuation methodologies</li><li>Identify key assumptions and translate market + company data into insight</li><li>Present findings directly to partners, auditors, and valuation committees</li></ul>Fund Accounting & Operations<ul><li>Support quarterly close, financials, and partner reporting</li><li>Review capital calls, distributions, and LP allocations</li><li>Manage cash planning and fund liquidity</li><li>Partner with auditors and handle year-end audit processes</li><li>Mentor junior team members and elevate overall team performance</li></ul>
2026-05-31T00:00:00Z

Legal Assistant

San Francisco, CA
onsite
Permanent / Full Time
85000 - 120000 USD / Yearly
Legal Assistant to join our team in San Francisco, California. Duties: <ul><li>Prepare pleadings, motions, briefs, discovery materials. </li><li>TOCs and TOAs</li><li>Electronic and paper filing </li><li>Prepare binders and document production </li><li>Provide administrative assistance on complex litigation processes and deadlines</li><li>Support attorneys with time management tasks, time entry and billing coordination </li></ul>
2026-05-13T00:00:00Z

Jr Accounting Analyst

San Pablo, CA
onsite
Temporary / Contract
28 - 33 USD / Hourly
Accounting Analyst-Process Improvement (Contract- Open ended)Location: San Pablo, CA (Onsite)Schedule: Full Time, Monday to Friday Make an immediate impact on how an accounting department operates.This contract opportunity is designed for someone who enjoys improving processes—not just maintaining them. You’ll partner closely with finance leadership to evaluate, redesign, and streamline core accounting workflows across AP, AR, and Payroll.This is a hands-on role where your input directly shapes operational efficiency, visibility, and scalability. What You’ll Be DoingAssess current-state workflows across Accounts Payable, Accounts Receivable, and PayrollIdentify inefficiencies, bottlenecks, and risk points within accounting processesDesign and implement improved workflows to increase accuracy and throughputSupport automation, system optimization, and reporting improvements within an ERP systemAnalyze financial and operational data to guide decision-makingPartner cross-functionally with multiple teamsAssist with reconciliations, reporting, and transactional support as neededCreate SOPs and documentation to support long-term sustainability Impact-driven: Your process improvements will be implemented—not shelvedGrowth potential: Open-ended contract with opportunity to evolve into long-term roleVariety: Blend of accounting execution and analytical/process improvement work
2026-06-02T00:00:00Z

Tax Preparer

San Jose, CA
onsite
Temporary / Contract
42.75 - 49.5 USD / Hourly
We are looking for an organized Tax Preparer to support a busy tax season in San Jose, California. This Long-term Contract opportunity is ideal for someone who enjoys producing accurate returns, managing multiple client files, and working with a range of entity types. The position focuses mainly on individual tax filings while also contributing to business and trust returns in a collaborative office environment. Responsibilities: • Prepare and review primarily individual income tax returns with a high level of accuracy and consistency. • Assist with tax filings for partnerships, C corporations, S corporations, LLCs, and trusts as workload demands. • Gather, organize, and assess client financial documents to ensure complete and compliant return preparation. • Use tax preparation software to enter data, verify calculations, and finalize returns; training on UltraTax can be provided if needed. • Work with bookkeeping records and financial reports, including information maintained in QuickBooks, to support return completion. • Identify missing information, resolve discrepancies, and follow up promptly to keep filings on schedule. • Maintain detailed workpapers and documentation that support completed tax returns and related calculations.
2026-06-02T00:00:00Z

Paralegal

Burlingame, CA
onsite
Permanent / Full Time
73000 - 90000 USD / Yearly
We are looking for a detail-oriented Paralegal to join an established law firm in Burlingame, California. This role involves coordinating litigation matters, maintaining organized case records, and assisting attorneys with day-to-day case activity. The ideal candidate brings strong administrative judgment, comfort with legal technology, and the ability to manage multiple deadlines in a fast-paced environment. Responsibilities:• Coordinate and track an active caseload, ensuring files, deadlines, and case materials remain accurate and up to date.• Prepare, organize, and submit legal documents through electronic filing systems in accordance with court requirements.• Provide day-to-day support to attorneys by gathering documents, maintaining matter files, and assisting with case preparation.• Maintain and update case information within legal databases and case management platforms to support efficient workflow.• Assist with litigation activities such as document organization, drafting support, and deadline monitoring.• Manage calendars related to hearings, filings, and key case milestones to help keep matters on schedule.• Handle administrative and records-related tasks connected to claims, complaints, billing support, and matter tracking.
2026-06-01T00:00:00Z

Entry Level Analyst

San Ramon, CA
onsite
Temporary / Contract
25 - 30.5 USD / Hourly
Are you a detail-oriented professional with a passion for analysis and working with data? Our team is seeking an Entry-Level Analyst for a contract-to-permanent opportunity, supporting accounts receivable, reconciliation, and billing functions. Candidates with internship experience are welcome to apply! Ready to get started? Please submit your application and resume for immediate consideration. Responsibilities:· Analyze and maintain large data sets using Advanced Excel functions, including pivot tables, VLOOKUP, and complex formulas.· Assist with accounts receivable (AR) processes: invoice generation, monitoring payment status, and resolving discrepancies.· Perform daily, weekly, and monthly reconciliations of financial transactions and account balances.· Support the billing cycle by preparing and reviewing invoices, validating data accuracy, and correcting errors as needed.· Collaborate with internal teams to ensure timely and accurate processing of AR and billing transactions.· Help prepare reports on AR aging, billing status, and reconciliations for management review.· Identify trends, variances, or issues in data and recommend solutions to improve process efficiency
2026-05-22T00:00:00Z

Paralegal

Emeryville, CA
remote
Permanent / Full Time
75000 - 110000 USD / Yearly
Bay Area law firm is seeking an experienced Insurance Litigation Paralegal to join their team in California. This position focuses on insurance coverage litigation and involves working remotely with a dynamic group of professionals. The ideal candidate will play a crucial role in supporting attorneys through all stages of litigation while ensuring efficiency and organization in complex cases. Responsibilities:• Provide comprehensive support to attorneys during all phases of insurance coverage litigation, including research, drafting pleadings, discovery, and trial preparation.• Maintain and organize case files, exhibits, and litigation schedules to ensure smooth case management.• Draft, review, and edit legal documents such as correspondence, motions, and pleadings.• Facilitate communication with clients, witnesses, experts, and court personnel to coordinate case activities.• Conduct in-depth legal research and summarize findings to assist attorneys in case strategy.• Manage electronic discovery processes and maintain digital records efficiently.• Monitor deadlines and ensure timely filing of court documents.• Collaborate with the legal team to prepare trial exhibits and presentations.• Stay updated on court filing requirements and legal procedures to ensure compliance.
2026-05-13T00:00:00Z

Sr. Employment Attorney

Berkeley, CA
onsite
Permanent / Full Time
150000 - 230000 USD / Yearly
We are looking for an experienced Senior Employment Attorney to join a legal team serving clients in California. This position focuses on guiding employers through complex workplace matters, handling disputes, and delivering practical legal advice that helps reduce risk. The ideal candidate brings deep knowledge of California labor and employment law, sound judgment, and the ability to lead sophisticated matters while building strong client relationships. Responsibilities: • Lead labor and employment disputes through all phases, from early assessment and strategy development to settlement or final resolution. • Advocate for clients in arbitration proceedings, agency matters, and other employment-related hearings. • Direct workplace investigations involving employee complaints, policy concerns, and sensitive personnel issues, while preparing clear findings and recommendations. • Advise employers on labor and employment questions, offering practical guidance on compliance, risk management, and day-to-day workplace decisions. • Design and present training sessions for clients on employment practices, legal developments, and preventive compliance measures. • Build trusted relationships with clients by serving as a strategic advisor on ongoing workplace and personnel matters. • Review, draft, and refine legal arguments, case filings, and other written work product to support effective representation. • Support the growth of the legal team by coaching entry-level attorneys, sharing subject matter knowledge, and providing guidance on case strategy.
2026-05-13T00:00:00Z

Attorney/Lawyer

Mill Valley, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
A respected California-based law firm is seeking a Medical Malpractice Attorney with 5–10+ years of experience to join its North Bay practice. This role offers a flexible hybrid schedule with minimal in-office requirements and the opportunity to handle sophisticated med mal matters from inception through resolution. Responsibilities:<ul><li>Manage a full caseload of medical malpractice matters, including complex claims</li><li>Draft and respond to pleadings, motions, and discovery</li><li>Conduct depositions of parties, experts, and witnesses</li><li>Work closely with medical experts and analyze records for case strategy</li><li>Represent clients at mediations, arbitrations, and trials as needed</li><li>Provide strategic guidance and case evaluations to clients</li></ul>
2026-05-13T00:00:00Z

Bookkeeper

Castro Valley, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
Are you a detail-oriented professional with strong accounting and organizational skills? Our team is seeking a dedicated Bookkeeper to help manage our day-to-day financial operations and support business growth. Key Responsibilities<ul><li>Maintain accurate financial records, including accounts payable and receivable.</li><li>Process invoices, payments, and reconciliations.</li><li>Prepare monthly, quarterly, and annual financial reports.</li><li>Assist with payroll processing and ensure compliance with accounting standards.</li><li>Collaborate with management and external partners on financial matters.</li><li>Help identify opportunities for process improvements and increased efficiency.</li></ul> Please contact Dennis Brinkmann at 925-271-4809 for more information or to apply.
2026-05-26T00:00:00Z

Accounting Manager

San Francisco, CA
remote
Temporary / Contract
60 - 70 USD / Hourly
Our technology client is seeking an interim Sr. Accountant or Accounting Manager for a 6+ month engagement. This role will provide critical operational accounting leadership during a leave coverage period, with a focus on maintaining accurate financial operations and supporting a fast-moving environment. The position is well suited for a hands-on, detail-oriented individual who can quickly learn existing processes, partner with stakeholders across the business, and ensure timely execution of core accounting activities. This role is 100% remote and is expected to pay $60-$70/hr. DOE and location. Responsibilities:• Oversee day-to-day general ledger activity and help deliver an accurate and timely month-end close process• Manage accounts payable operations, including invoice review, coding oversight, approval coordination, and payment batch support• Prepare and post journal entries and accruals while maintaining strong supporting documentation• Perform account reconciliations and investigate variances to ensure the integrity of financial records• Support multi-entity accounting needs by assisting with consolidations across three entities• Partner with procurement and internal business teams to review purchase order approvals and maintain alignment with accounting procedures• Use NetSuite and Excel to analyze transactions, organize financial data, and support reporting through tools such as pivot tables, lookup formulas, and summary functions• Help administer accounting workflows and approval processes within automation tools used by the team• Work closely with accounting leadership to follow established operating practices and provide dependable coverage during the contract period
2026-05-28T00:00:00Z

Estate Planning Attorney

San Rafael, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
We are looking for an experienced Estate Planning Attorney in San Rafael, California. The position offers a hybrid work environment, with three days in the office and two days working remotely.
2026-05-13T00:00:00Z

Fund & Financial Operations - Investment Management; Hybrid

Menlo Park, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund and Financial Operations | Investment Manager | Menlo Park | Hybrid; 3 Days Onsite | Competitive Compensation with Top Perks 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Commercial Counsel, Life Sciences

Santa Clara, CA
onsite
Permanent / Full Time
220000 - 250000 USD / Yearly
We are looking for an experienced Commercial Counsel, Life Sciences to support business operations in California. This role partners closely with commercial and cross-functional teams to provide practical legal guidance across contracting, promotional review, and day-to-day business matters in a regulated healthcare environment. The ideal candidate brings strong judgment, contract expertise, and the ability to balance legal risk with business objectives while working effectively with internal stakeholders and external partners. Responsibilities: • Prepare, negotiate, and assess a broad mix of commercial agreements, including arrangements tied to sourcing, customer sales, licensing, marketing initiatives, co-promotion efforts, and research partnerships. • Provide legal review of advertising, campaign materials, and other promotional content to help ensure alignment with company standards, applicable regulations, and truth-in-advertising expectations. • Counsel internal business partners on legal questions affecting commercial operations, delivering practical and timely advice that supports activities involving healthcare audiences. • Address disputes and other legal concerns through effective negotiation, including support for pre-litigation resolutions and settlement discussions when needed. • Create and refine contract templates, guidance materials, and training resources to improve consistency and efficiency across contracting workflows. • Build a strong understanding of the company's products, business priorities, and supported client groups in order to deliver relevant and commercially informed legal advice. • Monitor legal and regulatory developments impacting sales, marketing, reimbursement, privacy, anti-corruption, and healthcare compliance, and identify issues requiring proactive guidance. • Serve as a legal representative in discussions with vendors, customers, and other external parties, helping advance business objectives while protecting company interests. • Manage outside counsel engagements by setting scope, directing work, overseeing budgets, and ensuring projects are completed effectively. • Collaborate regularly with teams across Legal, Compliance, Finance, Education, Supply Chain, Research and Development, Regulatory, Quality, Clinical, Marketing, Sales, and Information Technology; limited travel of approximately 10-15% may be required.
2026-05-27T00:00:00Z

Staff Accountant

San Mateo, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
STAFF ACCOUNTANT -AP90k-100k+bonus + excellent benefits PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS Real estate investment company is seeking an AP Accountant to join their growing department. This is a stable company that offers great benefits (fully paid medical benefits, pension plan, wellness reimbursement, etc.) and good work/life balance. Responsibilities:-Full cycle AP processing through check runs.-Reconcile monthly corporate credit cards statements and make payments.-Process employee reimbursements using Concur.-Monitor cash balances in various clients' bank accounts.-Manage clients’ investments property taxes and pay installments.-Deposit checks for corporate and clients' accounts.-Prepare 1099s at year-end and obtain W-9s as needed.-Assist with general ledger, month-end close
2026-06-01T00:00:00Z

Associate Attorney

Walnut Creek, CA
onsite
Permanent / Full Time
140000 - 190000 USD / Yearly
We are looking for an experienced Associate Attorney to handle complex medical malpractice and civil litigation matters in Walnut Creek, California. This role is ideal for a courtroom-focused attorney who can manage cases from initial evaluation through trial or arbitration while maintaining strong communication with clients and internal partners. The position calls for sound legal judgment, strategic case development, and the ability to guide support staff in delivering high-quality defense work. Responsibilities: • Lead the defense of physicians, hospitals, and related healthcare entities in medical malpractice matters through all phases of litigation, including trial and arbitration. • Develop case strategy by directing factual investigations, shaping discovery plans, and identifying effective approaches to support the defense. • Draft, review, and file pleadings, motions, and discovery responses while ensuring accuracy, timeliness, and alignment with case objectives. • Appear in court, at hearings, depositions, and other proceedings as needed to advocate for clients and advance assigned matters. • Partner with claims professionals to evaluate defense strategy, manage litigation activity, and support cost-conscious case handling. • Oversee adherence to attorney guidelines and maintain consistent reporting to clients and claims contacts regarding case developments and litigation status. • Provide day-to-day direction to legal staff and contribute to a collaborative team environment that supports strong case preparation. • Foster positive client relationships by addressing concerns promptly, seeking feedback, and maintaining composure in high-pressure situations.
2026-05-26T00:00:00Z

Financial Planner - Wealth Management Firm; Hybrid

San Ramon, CA
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations </li><li>Build and maintain cash flow projections and planning models </li><li>Review and organize client financial documents and account information </li><li>Manage data within financial planning software, including eMoney </li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items </li><li>Assist with account openings, transfers, money movement, and maintenance requests </li><li>Track client workflows and coordinate with custodians and external partners </li><li>Support ongoing client service and planning initiatives </li><li>Participate in client meetings for development and exposure as needed </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-04T00:00:00Z

Legal Assistant

San Jose, CA
onsite
Permanent / Full Time
85000 - 125000 USD / Yearly
We are looking for a skilled Legal Assistant to join our dynamic team in San Jose, California. This role requires a detail-oriented individual with a strong background in family law and litigation procedures, who can handle a variety of administrative and legal tasks efficiently. The ideal candidate will bring exceptional organizational abilities, attention to detail, and proficiency in legal software and document management systems. Responsibilities: • Manage and coordinate the scheduling of court dates, deadlines, and client meetings to ensure smooth case progress. • Prepare and format legal documents, including pleadings, motions, and correspondence, adhering to proper grammar and punctuation standards. • Conduct e-filing and handle submissions for court filings in compliance with local and state regulations. • Assist attorneys with case preparation, including organizing discovery materials and managing e-discovery processes. • Maintain and update case files, ensuring all documents are accurately filed and easily accessible. • Communicate effectively with clients, attorneys, and court personnel to provide updates and address inquiries. • Support the team by monitoring deadlines and ensuring timely completion of tasks. • Utilize document management systems and legal software to streamline workflows and improve efficiency. • Collaborate with team members to ensure all administrative tasks are handled effectively. • Perform general administrative duties, such as managing correspondence and handling incoming calls.
2026-05-14T00:00:00Z

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