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740 results in Berkeley, CA

VC Fund Accounting Manager | Elite Venture Platform | Learn

Foster City, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
This is not your typical fund accounting role. We’re partnering with a top-tier venture investment platform on Sand Hill Road managing billions in AUM, currently raising one of its largest fund vintages to date. This is the kind of environment where you get exposure to high-impact investing, smart operators, and meaningful career growth—not repetitive back-office work.Even better? This platform was an early investor in one of the most transformational AI companies in the world long before the hype. Why This Opportunity Stands Out✔️ $150K–$180K base + bonus ✔️ Hybrid flexibility in Menlo Park ✔️ Learn the full fund lifecycle from A–Z ✔️ Exposure across venture investing, partnership accounting, LP reporting, capital activity, audits, and fund operations ✔️ A team that believes in teaching, mentorship, and growth — you won’t get pigeonholed here ✔️ Collaborative, stable, and genuinely strong culture What You’ll Be Doing<ul><li>Oversee fund & GP accounting activities, including investments, allocations, accruals, and intercompany activity</li><li>Review fund admin reporting packages, capital calls, distributions, and financials</li><li>Partner closely on audit and tax processes</li><li>Monitor fund cash positions and capital activity</li><li>Support LP reporting and work cross-functionally with Investor Relations and Finance</li></ul>
2026-06-08T00:00:00Z

Paralegal

San Francisco, CA
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
A large company is seeking a Litigation Paralegal to join its in-house legal department. Responsibilities<ul><li>Draft legal documents including correspondence, pleadings, discovery, and memoranda </li><li>E-filing</li><li>Prepare subpoenas, records requests, and government inquiries</li><li>Assist with discovery and document production</li><li>Assist with depositions, hearings, trial prep, and trial support</li><li>Draft redlines, tables of contents/authorities, cite checks, and proofreading</li><li>Manage calendars and track deadlines</li><li>Schedule depositions and hearings </li></ul>
2026-06-15T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-29T00:00:00Z

Staff Accountant

Walnut Creek, CA
onsite
Permanent / Full Time
80000 - 85000 USD / Yearly
We are looking for a detail-oriented Staff Accountant to join our team in Walnut Creek, California. In this role, you will play a key part in maintaining accurate financial records and ensuring compliance with tax regulations. Your expertise will contribute to the smooth operation of our accounting processes and enhance overall financial management. Responsibilities:<ul><li>Reconcile general ledger accounts and support month- and year-end close</li><li>Assist with financial statements and management reporting</li><li>Process and verify vendor invoices </li><li>Maintain vendor files and ensure timely payments</li><li>Maintain depreciation schedules and capital spending</li><li>Support budgeting and forecasting activities</li><li>Maintain audit documentation and ensure compliance with company policies and regulations</li><li>Support regulatory reporting</li></ul>
2026-05-29T00:00:00Z

Administrative Assistant

San Francisco, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are looking for an organized and resourceful Administrative Assistant to provide high-level support to a Chief Administrative Officer in San Francisco, California. This Long-term Contract position is ideal for someone who can manage shifting priorities, coordinate complex schedules, and keep executive operations running smoothly in a fast-paced environment. The role calls for sound judgment, strong partnership with leadership, and the ability to move work forward even when direction is evolving. Responsibilities: • Manage complex scheduling for the Chief Administrative Officer, balancing changing priorities and resolving conflicts across multiple requests and deadlines. • Coordinate meetings from planning through follow-up, including logistics, agendas, materials, and communication with participants. • Organize team events, leadership gatherings, and offsite sessions to support collaboration, engagement, and business goals. • Work closely with executives to understand strategic priorities, evaluate incoming meeting requests, and make informed decisions on scheduling and alignment. • Serve as a central contact for direct reports and administrative partners, helping maintain strong communication and effective coordination across the organization. • Identify opportunities to improve administrative processes, implement practical adjustments, and support longer-term operational initiatives. • Build productive relationships across teams to strengthen collaboration, support morale, and help maintain alignment on key activities. • Provide guidance to other administrative business partners and collaborate with Human Resources on workforce planning and organizational structure updates.
2026-06-16T00:00:00Z

Accounts Payable Specialist

Palo Alto, CA
onsite
Temporary / Contract
32 - 40 USD / Hourly
Overview:The Accounts Payable Specialist is responsible for overseeing and optimizing accounts payable operations through the implementation and utilization of AI automation tools. This role emphasizes process efficiency, technology-driven solutions, and ensuring compliance with accounting standards and company policies.Key Responsibilities:<ul><li>Process, review, and validate invoices leveraging AI-powered automation platforms, ensuring accurate coding, approvals, and timely payment scheduling.</li><li>Monitor and reconcile vendor statements using automated reconciliation tools; promptly resolve discrepancies and vendor queries.</li><li>Execute automated payment runs (ACH, wires, checks), review payment exceptions, and maintain audit trails generated by AI solutions.</li><li>Assist with month-end close activities, including AP accruals, reconciliations, and generating AI-assisted reporting.</li><li>Maintain and update vendor records within AI-enabled AP systems, ensuring data integrity and compliance.</li><li>Identify opportunities for process improvement and optimization through AI automation and workflow enhancements.</li><li>Support audit requests by providing documentation and AI-generated audit logs for AP transactions.</li><li>Collaborate with technology, purchasing, operations, and accounting teams to address technical issues, facilitate adoption of AI tools, and resolve invoice/payment challenges.</li></ul>
2026-06-12T00:00:00Z

Sr. Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
We are looking for an experienced Sr. Accountant to support core accounting operations in San Francisco, California. This position plays a key role in maintaining accurate financial records, overseeing close activities, and ensuring balance sheet accounts are properly supported. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to manage recurring deadlines in a fast-paced environment. Responsibilities:<ul><li>Assist with month-end close, including payment reviews and reconciliations</li><li>Help track forecasts and provide monthly recoupment updates</li><li>Analyze contracts to pull royalty rates, key terms, and payee details; enter into system</li><li>Handle reporting, analysis, and ad hoc requests</li><li>Manage client communication and shared royalty inbox</li><li>Set up and maintain royalty accounts, including contact and tax info updates</li><li>Partner with development on system enhancements</li><li>Update and review royalty rate changes</li><li>Prepare and check monthly royalty statements for accuracy</li><li>Review team output to ensure setups, statements, and payments are correct</li></ul>
2026-06-02T00:00:00Z

Staff Accountant

Campbell, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Summary: Our company is seeking a hands-on Staff Accountant to join our dynamic finance team. This position is ideal for someone eager to grow their accounting career with a publicly traded technology firm. The role is heavily involved in day-to-day accounting operations and offers exposure to both technical and operational functions. Key Responsibilities:<ul><li>Perform daily general ledger activities, including journal entries, account reconciliations, and supporting month-end and quarter-end close processes</li><li>Assist with preparation of financial statements and SEC reporting documentation under US GAAP</li><li>Support accounts payable, accounts receivable, and payroll processing as needed</li><li>Prepare ad hoc reports and analysis to support business decisions and compliance requirements</li><li>Maintain accurate financial records in compliance with internal policies, Sarbanes-Oxley (SOX), and regulatory requirements</li><li>Participate in process improvements and automation initiatives within the accounting function</li><li>Collaborate with cross-functional teams on special projects and audits</li></ul>
2026-05-20T00:00:00Z

Attorney/Lawyer

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reputable family law firm is seeking an Attorney to join their team. In this role, you will have the opportunity to work in the family law industry, managing multiple tasks simultaneously and developing your skills with seasoned attorneys. This role involves executing case strategies, managing high-level cases, communicating effectively, and participating in business development and networking functions. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Execute case strategy with senior attorneys, paralegals, and support staff• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents• Draft letters, write and review discovery, and prepare responses to opposing counsel• Generate status reports and manage multiple tasks simultaneously• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review• Communicate effectively with clients and opposing counsel to progress through the case process• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness• Attend court proceedings in person and virtually as needed to represent clients• Participate in business development and networking functions• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.
2026-06-11T00:00:00Z

Associate Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software </li><li>Support advisors with comprehensive financial planning and client service </li><li>Participate in client meetings and maintain ongoing client relationships </li><li>Assist with account administration, investment service requests, and portfolio maintenance </li><li>Help improve workflows, processes, and client service delivery </li><li>Collaborate with advisors and internal specialists to support client goals </li><li>Stay current on compliance requirements, firm policies, and industry trends </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-05-22T00:00:00Z

Fund Accountant

Foster City, 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

Payroll Manager

San Francisco, CA
remote
Temporary / Contract
80 - 90 USD / Hourly
We are looking for an experienced senior manager of payroll to support our client in San Francisco, California. This long-term contract position will oversee complex payroll initiatives, strengthen operational consistency, and partner across functions to ensure accurate, compliant payroll delivery in a fast-paced multinational environment. The role is ideal for a leader who can guide large-scale payroll programs, improve processes, and communicate effectively with senior stakeholders while maintaining strict standards for data privacy and accuracy. Responsibilities:• Drive major payroll initiatives that support the modernization of global payroll operations and help align multiple providers within a more unified delivery model.• Oversee payroll system implementation activities from early planning and requirement definition through testing, validation, deployment, and post-launch stabilization.• Work closely with technical teams to support the design and rollout of numerous integrations between third-party applications and the global payroll platform.• Evaluate proposed payroll workflows to confirm regional and country-specific obligations are addressed before new processes are adopted.• Partner with HR, Finance, Benefits, IT, and external service providers to verify payroll data integrity and resolve discrepancies efficiently.• Coordinate the migration of payroll information from legacy environments into new platforms or related data repositories, including reconciliation and quality checks.• Create and maintain clear payroll procedures, internal controls, and policy documentation to support compliance and standardized operations.• Promote successful adoption of new tools and ways of working through training, stakeholder communication, and change management efforts.• Prepare status updates, operational summaries, and project reporting for leadership while safeguarding confidential employee and payroll information.
2026-06-17T00:00:00Z

Manager, Accounting (Arena)

San Francisco, CA
onsite
Permanent / Full Time
129000 - 139000 USD / Yearly
We are looking for an experienced Accounting Manager to lead core accounting activities in San Francisco, California. This role will oversee accurate financial reporting, guide the month-end close process, and strengthen general ledger integrity across the organization. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to partner effectively with internal and external stakeholders. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Own full accounting for assigned entities; main contact for accounting matters</li><li>Ensure accurate financials; manage GL, close, and reconciliations</li><li>Review work for GAAP compliance and audit readiness; support audits</li><li>Handle complex accounting (revenue, accruals) and contract reviews</li><li>Ensure compliance with GAAP, League, and company policies</li><li>Partner with FP&A, Legal, and Ops on transactions and reporting</li><li>Monitor activity to capture all revenue/expenses timely</li><li>Drive process improvements, automation, and system projects (UAT, data flows)</li><li>Maintain SOPs for consistency and efficiency</li></ul>
2026-06-12T00:00:00Z

Sr. Accountant

Foster City, CA
onsite
Permanent / Full Time
100000 - 105000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR ACCOUNTANT RESPONSIBILITIES- Responsible for analyzing and interpreting financial information as well as accurately compiling and reporting this information for corporate entities. • Performing month‐end, quarterly and annual closing activities in compliance with GAAP and Company accounting policies, including the preparation and review of journal entries, account reconciliations, ad hoc analysis, and reporting.• Prepare complex account reconciliation, analysis and journal entries and perform on‐going analytical review in support of the monthly close process.• Maintain and understand documentation related to various inter‐entity billings to calculate, invoice and record earned fee revenue and receivable. • Perform allocation of expenses to other entities and request reimbursement from those entities on a timely basis.• Pro‐actively research and document conclusions on accounting issues with appropriate knowledge and interpretation of relevant GAAP pronouncements. • Maintain, establish, and improve documentation relating to internal accounting controls. • Prepare annual audit schedules and interact with auditors to complete the audit, consolidation, and tax returns. • Monitor adherence to audit requirements and ensure full compliance in accordance with regulatory agencies. • Serve as a financial resource, answer questions, and provide ad‐hoc financial support as requested. • Develop recommendations for effective and efficient business processes and participate in cross‐ functional projects.
2026-06-02T00:00:00Z

Executive Assistant

Menlo Park, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
Key Responsibilities:<ul><li>Manage complex calendars, meetings, and travel arrangements</li><li>Prepare presentations, reports, and confidential communications</li><li>Serve as a liaison between executives and internal/external stakeholders</li><li>Coordinate executive-level meetings, events, and logistics</li><li>Handle sensitive information with a high level of professionalism</li></ul>
2026-06-05T00:00:00Z

Document Controller

San Francisco, CA
onsite
Temporary / Contract
23 - 23 USD / Hourly
We are looking for a detail-oriented Document Controller to support document handling and records organization for a Contract position based in San Francisco, California. In this role, you will help maintain accurate physical and digital files by scanning materials, organizing incoming documents, and ensuring records are stored properly. This opportunity is well suited to someone who works carefully, manages routine tasks efficiently, and takes pride in keeping documentation orderly and accessible. Responsibilities: • Digitize paper records by scanning documents and uploading them into designated Google Drive folders with consistent organization • Sort, label, and arrange files so that documents can be retrieved quickly and maintained in an orderly manner • Handle incoming mail and related paperwork, ensuring items are routed and filed appropriately • Prepare physical records for storage, scanning, or secure disposal based on document handling procedures • Dispose of outdated or approved materials through confidential shredding practices • Review scanned files for clarity, completeness, and proper placement within digital repositories
2026-06-17T00:00:00Z

Executive Assistant

Palo Alto, CA
onsite
Temporary / Contract
41.344 - 47.872 USD / Hourly
We are looking for an Executive Assistant to provide high-level administrative and operational support in Palo Alto, California. This Long-term Contract position combines executive coordination, HR-related assistance, and event support in a fast-moving environment where strong judgment and organization are essential. The ideal candidate is proactive, service-oriented, and comfortable managing competing priorities while maintaining accuracy and responsiveness. Responsibilities: • Oversee complex calendar scheduling for leadership, including internal discussions, external appointments, and vendor meetings while resolving timing conflicts and preserving productive gaps between commitments. • Provide administrative support for recurring business priorities such as policy renewals, reporting follow-up, and stakeholder communications to keep deadlines on track. • Manage a shared HR support inbox and ticketing workflow, responding to employee inquiries within established service timelines and maintaining consistent follow-through. • Assist with employee-related administrative needs, including support for student workers and general People Operations coordination. • Contribute to event planning efforts by organizing travel, coordinating onsite logistics, and helping deliver key People Operations programs and special events. • Prepare and reconcile expense reports by gathering documentation, tracking submissions, and ensuring records are complete and accurate. • Arrange meeting spaces and coordinate logistics for team sessions, leadership meetings, and other business activities as needed. • Partner with external vendors and internal stakeholders to support day-to-day operations and ensure administrative tasks are completed efficiently.
2026-06-16T00:00:00Z

Paralegal

Menlo Park, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Robert Half Legal is recruiting a Paralegal for a highly successful finance law firm on the Peninsula. The Paralegal is responsible for preparing closing documentation for financings, distributing execution packages, collecting signatures, and ensuring funds are set up to be wired and received by the closing date. This is a fantastic opportunity for a legal assistant, paralegal, or skilled administrative professional to gain experience in the world of large project financings and major financial transactions. The following are the qualifications for the Paralegal:• 2-5+ years of legal experience (transactional is preferred) or financial industry experience;• Desire to become a career corporate paralegal; and• Very detail-oriented and analytical (good at issue spotting), highly organized, strong writing and editing skills, and tech savvy (Excel proficiency is preferred). This is a highly coveted direct-hire opportunity with a wonderful law firm. The work can be mostly done remotely, but there is some occasional in-office work required so our client is only considering candidates who have a reasonable commute to their San Mateo County office. The base salary range (for 7 hour work day, plus some overtime) is $80,000 – 95,000+/yr., generous bonuses and annual salary reviews, and they offer excellent employment benefits (comprehensive medical and dental plans, 401k with match, commuter checks, etc.). For confidential consideration, please email resume to Jon Lucchese, Recruiting Manger for Permanent Placement, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-06-17T00:00:00Z

Legal Assistant/Paralegal

Oakland, CA
onsite
Permanent / Full Time
80000 - 103000 USD / Yearly
Litigation SecretaryA midsize East Bay law firm is seeking a full-time Litigation Secretary to support its litigation practice. The ideal candidate will be highly organized, detail-oriented, and experienced with calendaring and case coordination. Familiarity with PowerPoint, Excel, WordPerfect, Adobe, Microsoft Office, Abacus, and MerusCase is a plus. The ability to multitask, work well under pressure, and communicate effectively is essential.This firm offers excellent benefits, and compensation is commensurate with experience. Key Responsibilities:<ul><li>Manage calendaring and scheduling for client appointments, depositions, court appearances, court reporters, and mediations</li><li>Assist with trial preparation</li><li>Prepare exhibit binders and indexes</li><li>E-file documents in state and federal courts</li><li>Draft court documents, pleadings, notices of deposition, and complaints</li><li>Communicate with outside vendors</li><li>Subpoena records and complete/send related forms to vendors</li><li>Process billing</li><li>Support preparation of TOAs and TOCs</li></ul>Qualifications:<ul><li>Typing speed of 60+ WPM</li><li>Prior litigation support experience preferred</li><li>Strong organizational and multitasking skills</li><li>Ability to thrive in a fast-paced environment</li></ul>
2026-06-11T00:00:00Z

Client Accounting Services Associate

San Francisco, CA
onsite
Permanent / Full Time
52000 - 65000 USD / Yearly
We are looking for a detail-oriented Client Accounting Services Associate to support day-to-day financial operations for client accounts in San Francisco, California. This role is ideal for someone who is comfortable managing transactional accounting tasks, maintaining accurate records, and working across both payables and receivables processes. The position offers the opportunity to contribute to a well-organized accounting function through careful data handling, timely processing, and consistent use of accounting systems. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Handle day-to-day accounting tasks, including journal entries, AP/AR, cash tracking, and bank reconciliations; follow client/manager notes, complete assigned bookkeeping work, research basic issues, and help prepare financial reports with guidance</li><li>Build strong client relationships by delivering responsive, high-quality service; promptly address questions and collaborate effectively with both clients and internal teams</li><li>Keep client records well-organized; coordinate with team members to complete projects on time, manage workload within budget, and understand how tasks contribute to overall deliverables</li><li>Take initiative in professional growth by pursuing learning opportunities, applying firm policies and accounting standards, and seeking challenging work to build skills</li></ul>
2026-06-17T00:00:00Z

Accounts Receivable Supervisor/Manager

Livermore, CA
onsite
Permanent / Full Time
120000 - 156000 USD / Yearly
We are looking for an experienced Accounts Receivable Supervisor/Manager to lead the receivables function for a growing manufacturer serving advanced technology markets in Livermore, California. This onsite role offers the chance to guide a multi-entity AR operation, strengthen team performance, and improve the accuracy and efficiency of the order-to-cash cycle. The position works closely with finance, operations, and customer-facing teams to support cash flow, reduce risk, and enhance reporting and controls. Responsibilities: • Lead and coach accounts receivable staff across onsite and offshore teams, setting clear expectations and supporting ongoing development. • Direct daily receivables operations, including customer invoicing, cash posting, collection follow-up, credit adjustments, and account maintenance. • Oversee the full order-to-cash workflow to promote timely billing, accurate application of payments, and effective issue resolution. • Work with accounting, operations, and service teams to investigate discrepancies, respond to customer concerns, and clear outstanding items. • Review aging trends, unapplied payments, and collection results to improve working capital performance and limit exposure to credit risk. • Support monthly, quarterly, and annual close activities by reviewing accruals, reconciling balances, and ensuring accurate financial data. • Maintain sound internal controls and documentation practices to meet audit expectations and organizational compliance standards. • Prepare recurring and ad hoc reports for leadership that highlight receivables performance, risk areas, and opportunities for improvement. • Identify and implement process enhancements, automation opportunities, and scalable practices that increase efficiency across the AR function.
2026-06-08T00:00:00Z

Payroll Tax Specialist

Palo Alto, CA
remote
Temporary to Hire
56.05 - 64.9 USD / Hourly
We are looking for a Payroll Tax Specialist to support a non-profit organization in Menlo Park, California through a contract opportunity with the potential for a permanent role. This role is ideal for someone who brings strong payroll tax knowledge, sharp analytical skills, and experience managing compliance across multiple states and large employee populations. The person in this position will play a key role in maintaining accurate tax reporting, resolving agency matters, and helping ensure payroll practices remain aligned with current regulations. Responsibilities: • Oversee the reconciliation and review of quarterly and year-end payroll tax filings to maintain accurate and timely reporting. • Monitor employee work locations across remote states and evaluate tax reciprocity and withholding obligations to support compliance. • Assess state unemployment insurance accounts, determine applicable organizational status, and manage related payroll tax obligations. • Investigate and respond to agency notices, tax questions, and other payroll tax issues requiring follow-up and resolution. • Prepare and reconcile annual tax reporting, including coordination between Form 990 data and employee wage statements such as W-2 and W-2C documents. • Track payroll activity for biweekly and semi-monthly cycles by comparing results to compliance reporting and identifying discrepancies. • Stay current on federal, state, and local payroll tax rules and apply updates to payroll practices and reporting requirements. • Produce and review payroll-related reports for external parties, including required quarterly and jurisdiction-specific filings such as headcount, compensation, and pay data reports. • Audit overpayment recovery activity to confirm accuracy, proper documentation, and compliance with applicable guidelines.
2026-06-16T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-05T00:00:00Z

Real Estate, Private Equity - Fund Accounting Manger

Oakland, CA
onsite
Permanent / Full Time
130000 - 175000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Private Equity | Oakland | Hybrid Our client is a leading private equity real estate investment firm. With billions in assets under management, the firm continues to grow through new funds and joint ventures in supply-constrained markets. This is an opportunity to join a high-growth team with strong visibility across the organization and direct exposure to senior leadership, investors, and cross-functional teams. Responsibilities<ul><li>Oversee third-party fund administrators and fund-level accounting</li><li>Lead the annual audit and tax process with external advisors</li><li>Manage accounting across multiple funds, JVs, and separate accounts</li><li>Prepare and review financial statements in accordance with U.S. GAAP / ASC 946</li><li>Oversee NAVs, partner allocations, capital calls, distributions, and carried interest</li><li>Coordinate investor reporting and support fundraising diligence</li><li>Maintain internal controls and compliance with fund documents</li><li>Partner with asset management and property accounting teams on reporting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Associate Financial Advisor - Team Environment

San Ramon, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Apply here and ping me on LinkedIn for immediate consideration - Jeffrey Abrams An established and rapidly growing independent wealth management firm is seeking an ambitious Associate Advisor to join its collaborative advisory team. The firm has experienced significant growth over the past several years and is committed to investing in the next generation of financial advisors.This is an exceptional opportunity for an aspiring advisor or financial planner who wants to accelerate their career in a highly supportive, education-focused environment. You'll work directly alongside experienced advisors, gain exposure to sophisticated financial planning strategies, and develop the skills necessary to eventually manage client relationships independently. The culture is built around mentorship, continuous learning, and helping team members grow professionally. If you're intellectually curious, client-focused, and excited about building a long-term career in wealth management, this role offers a clear path for advancement. As an Associate Advisor, you'll serve as a key partner to Senior Advisors while helping deliver a best-in-class client experience. You'll participate in every stage of the financial planning process and gain hands-on experience working with affluent clients. Key Responsibilities<ul><li>Assist in preparing comprehensive financial plans and recommendations</li><li>Analyze client data and develop planning strategies across retirement, tax, investment, insurance, and estate planning topics</li><li>Participate in client meetings and help communicate planning recommendations</li><li>Collaborate with advisors to explain the rationale behind planning strategies and recommendations</li><li>Prepare meeting materials, follow-up items, and implementation tasks</li><li>Coordinate with operations, service, and compliance teams to ensure a seamless client experience</li><li>Monitor client action items and ensure timely execution</li><li>Maintain accurate client records and planning documentation</li><li>Support ongoing client relationships through proactive service and communication</li></ul>What Makes This Opportunity Unique<ul><li>Direct mentorship from experienced financial advisors</li><li>Significant exposure to comprehensive financial planning</li><li>Clear career progression toward Lead Advisor responsibilities</li><li>Education-first culture that encourages professional development</li><li>Opportunity to pursue CFP® certification with firm support</li><li>Collaborative, team-oriented environment with strong leadership accessibility</li><li>Long-term growth potential, including future leadership and partnership opportunities</li></ul>
2026-06-05T00:00:00Z

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