We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends.<br><br>Responsibilities:<br>• Develop and maintain financial models that support forecasting, budgeting, and business planning activities.<br>• Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities.<br>• Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods.<br>• Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects.<br>• Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy.<br>• Create reports and presentations that translate complex financial information into concise recommendations for stakeholders.<br>• Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
<p>Position Overview</p><p>We are seeking a detail-oriented <strong>Accounts Payable Specialist</strong> to join our growing team. Approximately 70% of this position will focus on accounts payable functions, including invoice processing, vendor payments, reconciliations, and maintaining accurate accounting records. The ideal candidate will have current, hands-on Accounts Payable and Accounts Receivable experience, strong QuickBooks skills, and the ability to process a high volume of transactions accurately and efficiently.</p><p>Key Responsibilities</p><p>Accounts Payable (70%)</p><ul><li>Process approximately 100 vendor payments/checks per week.</li><li>Review, reconcile, and analyze incoming invoices for accuracy and proper approval.</li><li>Enter and post vendor bills into QuickBooks.</li><li>Verify payment amounts and supporting documentation prior to processing.</li><li>Monitor recurring vendor bills and ensure timely payment.</li><li>Prepare checks and supporting documentation for mailing and distribution.</li><li>Track invoices, payments, and accounting records to ensure accuracy.</li><li>Organize and maintain payment documentation and vendor files.</li><li>Ensure invoices are entered and posted in a timely manner.</li><li>Investigate and report discrepancies, missing documentation, or payment issues to Accounting Management.</li></ul><p>Accounts Receivable & Payment Posting</p><ul><li>Assist with posting incoming customer payments following the initial training period.</li><li>Apply payments accurately and maintain supporting documentation.</li><li>Reconcile payment activity and assist with customer account inquiries.</li><li>Support accounts receivable functions as needed.</li></ul><p>Administrative Support</p><ul><li>Maintain organized electronic and physical accounting files.</li><li>Perform routine accounting and administrative duties.</li><li>Provide updates regarding pending invoices, payment statuses, and outstanding items.</li><li>Support the accounting team with special projects and process improvements.</li></ul><p><br></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>Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm with billions in assets under management</strong>, backing innovative companies across automation, AI, and real-world industries. This is a <strong>high-impact opportunity within a lean, high-performing finance team</strong>, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations.</p><p> </p><p>Ideal for someone who enjoys <strong>process improvement, systems, AI, and automation</strong> and wants meaningful ownership as the platform grows. <strong>Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage <strong>AI and automation</strong> across the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking a detail-oriented AML Analyst for a 6-12 month <strong>contract </strong>opportunity supporting Anti-Money Laundering (AML) and financial crimes compliance initiatives. This role is 100% onsite in San Francisco, CA during the initial training period to ensure successful onboarding and knowledge transfer, and will transition to a hybrid schedule thereafter. The AML Analyst will be responsible for performing Level 1 alert reviews, investigating potentially suspicious activity, and documenting findings in accordance with regulatory requirements and internal policies. The ideal candidate will have experience in AML, compliance, risk management, or financial crime investigations and possess strong analytical, decision-making, and critical-thinking skills.</p><p><br></p><p>Duties:</p><ul><li>Review and investigate transaction monitoring alerts to identify potentially suspicious activity.</li><li>Analyze customer and transaction data to determine whether alerts should be escalated for further review.</li><li>Support the identification and documentation of cases that may warrant Suspicious Activity Report (SAR) consideration.</li><li>Conduct research and investigations while adhering to BSA/AML regulations, regulatory guidance, and internal compliance policies.</li><li>Document investigative findings clearly, accurately, and thoroughly within case management systems.</li><li>Apply sound judgment in alert disposition decisions while maintaining quality and compliance standards.</li><li>Collaborate with compliance, risk, and financial crimes teams to support ongoing monitoring and investigative efforts.</li><li>Meet productivity, quality, and service-level expectations in a fast-paced environment.</li></ul><p><br></p><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien at meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# AML Analyst **</p>
<p>Notable law firm is looking for an experienced Legal Secretary to support a busy litigation practice in San Jose, CA. This Legal Secretary role is ideal for a detail-oriented candidate with a strong background in civil litigation matters who can step in quickly and provide dependable support for cases in active litigation. The role is primarily on-site and offers the chance to contribute to a growing firm while handling critical court filing, calendaring, and document preparation tasks. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage litigation support activities after a case enters the formal litigation phase, ensuring deadlines and filings are handled accurately.</p><p>• Prepare, revise, and organize legal documents for court submission in personal injury and civil litigation matters.</p><p>• Submit pleadings and related materials through electronic filing systems in compliance with court procedures.</p><p>• Maintain court calendars and docket deadlines by applying local court rules and tracking key litigation dates.</p><p>• Coordinate case materials and updates within Filevine to keep records complete, current, and accessible.</p><p>• Assist attorneys with hearing, filing, and case deadline preparation to support smooth day-to-day litigation operations.</p><p>• Monitor scheduling changes and adjust calendars as needed to help the legal team stay ahead of procedural requirements.</p>
We are looking for an experienced Project Manager - Operations to support a credit union in Dublin, California through a Long-term Contract engagement. In this role, you will provide financial leadership for a major platform modernization effort by guiding business case planning, budget oversight, and performance reporting. You will work closely with finance, accounting, technology, and project stakeholders to keep spending, forecasting, and financial controls aligned with organizational goals.<br><br>Responsibilities:<br>• Build and manage a multi-year financial business case that outlines projected costs, anticipated benefits, cash flow impacts, and expected return on investment.<br>• Track project expenses, open commitments, forecast updates, and budget performance while identifying variances and recommending corrective actions.<br>• Coordinate with accounting partners to support capitalization decisions, confirm appropriate financial treatment, and maintain required documentation.<br>• Partner with technology leaders and project stakeholders to review assumptions, validate forecasts, and evaluate overall financial performance.<br>• Create financial models that support scenario planning, sensitivity reviews, and risk assessment for project decision-making.<br>• Prepare clear reports, dashboards, and leadership updates that summarize financial status, key trends, and emerging risks.<br>• Maintain strong governance practices and internal controls to ensure accurate, audit-ready project financial management.<br>• Support financial oversight for large-scale transformation initiatives, including platform modernization or system-related operational changes when applicable.
<p><br></p><p>Position Overview</p><p>We are seeking a hands-on <strong>Senior Accountant</strong> to join our nonprofit organization. This role will be responsible for the full accounting cycle, including month-end close, accounts payable, accounts receivable, payroll, financial reporting, grant accounting, and revenue recognition. </p><p>Key Responsibilities</p><ul><li>Manage the month-end and year-end close process, ensuring timely and accurate financial reporting.</li><li>Prepare journal entries, maintain the general ledger, and perform monthly account reconciliations.</li><li>Oversee full-cycle Accounts Payable and Accounts Receivable functions.</li><li>Process approximately 250 invoices per month and ensure timely vendor payments.</li><li>Perform bank reconciliations and credit card reconciliations.</li><li>Handle payroll processing and payroll-related accounting activities.</li><li>Prepare monthly, quarterly, and annual financial reports.</li><li>Manage revenue recognition and deferred revenue accounting in accordance with accounting standards.</li><li>Account for restricted grants, government funding, and donor-restricted funds.</li><li>Review contracts and monitor compliance with funding and reporting requirements.</li><li>Support audits and assist with year-end audit preparation.</li><li>Maintain accurate financial records and ensure compliance with nonprofit accounting regulations and internal controls.</li></ul>
<p>A growing biotechnology company is seeking a <strong>Lab Operations Coordinator</strong> to support the day-to-day organization and functionality of shared laboratory spaces. This hands-on role will be responsible for maintaining lab inventory, coordinating equipment maintenance and calibrations, managing documentation and safety records, supporting waste disposal processes, and ensuring laboratory readiness. The ideal candidate has experience in laboratory operations, strong organizational skills, and a proactive approach to supporting a safe and efficient lab environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Coordinate lab inventory, supplies, equipment maintenance, and vendor interactions.</li><li>Maintain safety, compliance, and operational documentation, including SOPs and SDS records.</li><li>Support laboratory organization, waste management, and overall readiness of shared lab spaces.</li><li>Assist with onboarding, training records, and operational process improvements.</li></ul><p><br></p>
<p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>Associate Advisor | $120K–$140K Stretch + DOE</strong></p><p><br></p><p>🔥 <strong>Want to build a career as a Financial Planner without sacrificing your work-life balance?</strong></p><p><br></p><p>I’m working on an opportunity with an established, fee-based wealth management firm serving high-net-worth clients with comprehensive investment management and financial planning services.</p><p>They’re looking for an <strong>Associate Advisor</strong> to work directly with Lead Advisors, gaining hands-on exposure to sophisticated financial planning while developing the skills to eventually manage client relationships independently.</p><p><br></p><p>This is an ideal opportunity for an early-career advisor who wants to deepen their expertise in <strong>tax, estate, retirement, and investment planning</strong> while following a clear path toward becoming a Lead Advisor.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Support Lead Advisors in delivering comprehensive financial planning for high-net-worth clients</li><li>Prepare and update financial plans covering retirement, investments, taxes, and estate planning</li><li>Research planning strategies and prepare client meeting materials</li><li>Participate in client meetings and gain valuable relationship-management experience</li><li>Track follow-ups and ensure client action items are completed</li><li>Build your technical planning expertise and progress toward a future Financial Planner role</li></ul><p><br></p>
We are looking for a skilled Paralegal to join a litigation team in Emeryville, California. This position supports attorneys from initial case development through trial, with a strong focus on document review, deadline management, and coordination across courts and third parties. The ideal candidate brings sound judgment, strong organizational ability, and experience handling complex matters in a fast-moving legal setting.<br><br>Responsibilities:<br>• Analyze and condense medical, billing, and other case-related records into clear summaries for attorney review.<br>• Prepare, send, and monitor subpoenas for documents, witnesses, and court matters across various jurisdictions.<br>• Work with courts, healthcare providers, expert witnesses, and external organizations to secure records and supporting materials.<br>• Oversee litigation calendars and track filing dates, court deadlines, and follow-up tasks to keep matters progressing on schedule.<br>• Assemble pleadings, discovery materials, exhibit sets, deposition summaries, and trial notebooks for active cases.<br>• Support attorneys before depositions and hearings by organizing witness information, exhibits, and related case documents.<br>• Submit legal filings to county and state courts, including electronic filing when required by the jurisdiction.<br>• Maintain orderly electronic and paper case files so documents are accessible, complete, and up to date.<br>• Assist with trial logistics by preparing exhibits, coordinating materials, and ensuring readiness for hearings and courtroom proceedings.<br>• Communicate professionally with clients, opposing counsel, court staff, service providers, and other case contacts.
<p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
<p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p><strong>💰 Fund Accounting Manager | $150K–$180K + ~20% Bonus + Profit Sharing</strong></p><p><strong>📍 San Francisco Financial District | Hybrid</strong></p><p><br></p><p><strong>I’m working on an opportunity with a leading private equity fund manager overseeing more than $10 billion in assets.</strong></p><p><br></p><p><strong>This is more than a financial reporting role. You’ll work closely with Finance leadership, oversee critical fund accounting processes, partner with external audit and tax providers, and help develop junior team members within a sophisticated global investment platform.</strong></p><p><strong> </strong></p><p><strong>💡 What You’ll Do</strong></p><ul><li><strong>Review quarterly and annual fund financial statements for accuracy and US GAAP compliance</strong></li><li><strong>Oversee audit and tax processes alongside Finance leadership and external service providers</strong></li><li><strong>Review LP and underlying investment capital calls and distributions</strong></li><li><strong>Monitor fund cash positions and forecast liquidity requirements</strong></li><li><strong>Research complex accounting and tax matters and advise on non-routine transactions</strong></li><li><strong>Respond to LP inquiries and support ad hoc reporting and regulatory compliance</strong></li><li><strong>Identify process improvements that strengthen efficiency, accuracy, and controls</strong></li><li><strong>Lead, mentor, and develop junior team members</strong></li></ul><p><br></p>
<p>We are looking for an experienced litigation attorney to join a busy Bay Area practice in Emeryville, California. The position offers the opportunity to work with an established client base, collaborate across a broad litigation practice, and contribute meaningful courtroom and case strategy experience.</p><p><br></p><p>Responsibilities:</p><p>• Manage a high-volume portfolio of litigation matters from initial assessment through resolution, with an emphasis on personal injury, product liability, and asbestos-related claims.</p><p>• Develop case strategies, evaluate exposure, and guide matters through all phases of litigation while maintaining high standards of legal analysis and advocacy.</p><p>• Prepare and revise pleadings, motions, briefs, and other litigation documents with careful attention to legal accuracy and persuasive writing.</p><p>• Lead discovery efforts by drafting written discovery, reviewing responses, coordinating document production, and preparing witnesses for depositions.</p><p>• Communicate directly with clients to provide status updates, discuss legal strategy, and deliver clear reporting on case developments and risk considerations.</p><p>• Represent clients in court appearances, depositions, mediations, settlement conferences, and other litigation proceedings as needed.</p><p>• Work closely with colleagues across related practice areas to support matters involving overlapping issues in insurance, landlord-tenant, and business disputes.</p><p>• Negotiate resolutions where appropriate while preparing cases thoroughly for trial when litigation demands a courtroom-ready approach.</p>
We are looking for an experienced Legal Secretary to join our team in Oakland, California. This role requires someone who excels in supporting litigation processes, managing schedules, and handling legal documentation with precision. The ideal candidate is detail-oriented, organized, and capable of working collaboratively in a hybrid work environment.<br><br>Responsibilities:<br>• Handle electronic filing (e-filing) with courts, ensuring accuracy and timely submission.<br>• Manage manual calendaring tasks, including tracking deadlines and scheduling court appearances.<br>• Conduct conflict checks to ensure compliance and avoid scheduling conflicts.<br>• Prepare and format legal documents, including tables of authorities (TOAs) and tables of contents (TOCs).<br>• Collaborate with attorneys to facilitate smooth litigation processes and provide administrative support.<br>• Maintain accurate records of legal proceedings and filings.<br>• Coordinate trial preparation tasks when required, supporting attorneys with necessary documentation and logistics.<br>• Communicate effectively with court personnel and other legal professionals to resolve filing issues.<br>• Assist with dictation tasks and transcription as needed.
<p><strong>Interested? Connect with me on LinkedIn Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💰 <strong>GP Entity Controller | Great Base + Bonus + Generous Profit Sharing</strong></p><p><br></p><p>📍 <strong>San Francisco or Menlo Park | Hybrid </strong></p><p><br></p><p>🚀 <strong>Global Venture Capital Firm | GP Economics | Carried Interest | Co-Investments</strong></p><p><br></p><p><br></p><p>🔥 <strong>Have experience with GP accounting, carried interest, and complex partner allocations? Ready to take your career to the next level?</strong></p><p><br></p><p>I'm working on an exceptional opportunity with one of the world's most prominent global venture capital firms, with investments across some of the most exciting technology companies in the market.</p><p><br></p><p>They're looking for a <strong>GP Entity Controller</strong> to oversee GP accounting, carried interest structures, partner economics, and co-investment programs across multiple investment vehicles.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Oversee accounting, reporting, and administration of GP entities and carried interest structures</li><li>Manage complex <strong>carried interest allocations, waterfall calculations, and partner participation schedules</strong></li><li>Track carry grants, vesting schedules, unallocated carry pools, ownership changes, and carry transfers</li><li>Oversee co-investment commitments, capital contributions, distributions, and individual participant allocations</li><li>Develop and maintain sophisticated financial models covering GP economics, carried interest, and co-investment programs</li><li>Perform scenario analysis around fund performance, valuation changes, liquidity events, and potential carry distributions</li><li>Partner directly with GPs and senior leadership to explain allocation methodologies and financial outcomes</li><li>Collaborate with Finance, Tax, Legal, Fund Accounting, and Operations teams</li><li>Support partner lending programs, compensation structures, ownership transitions, and new fund launches</li></ul><p><br></p>
<p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
<p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
<p>We are looking for a detail-oriented Billing Analyst II to support business-to-business billing activities for retailer partners in Richmond, Virginia. This Long-term Contract position is ideal for someone who can interpret billing terms, prepare accurate invoices, and maintain strong controls across recurring financial processes. The role requires close attention to contract requirements, efficient handling of billing adjustments, and timely support for internal and external inquiries.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue B2B invoices for retailer partners using approved Oracle workflows, spreadsheet models, and standardized billing templates.</p><p>• Review contracts and operating procedures to apply the correct pricing structures, billing terms, and fee calculations.</p><p>• Process credit memos and debit memos based on authorized requests while ensuring supporting documentation is complete and accurate.</p><p>• Perform reconciliations and peer quality checks to confirm invoice accuracy, resolve discrepancies, and maintain clean billing records.</p><p>• Respond to routine billing questions from partners and escalate complex disputes or exceptions to senior team members when needed.</p><p>• Follow established controls, checklists, and documentation standards to support month-end close activities and financial accuracy.</p><p>• Assist with audit-related requests by organizing billing support, validating transactions, and providing clear backup documentation.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013527548** </p>
We are looking for an accomplished Senior Estate Planning Attorney to support sophisticated estate matters in San Jose, California. This position focuses on guiding complex trust and probate administrations while developing tailored planning strategies for high-net-worth individuals and families. The attorney in this role will manage tax-related filings, fiduciary accounting review, and the legal structuring needed to carry out effective wealth transfer plans.<br><br>Responsibilities:<br>• Lead trust and probate administration matters from court filings and early case assessment through closing and final transfer of assets.<br>• Oversee the appraisal and categorization of estate holdings, while directing the preparation of legal documents needed for marshaling and distribution.<br>• Prepare and review estate, gift, and related tax filings to support compliance and effective transfer planning.<br>• Analyze and finalize fiduciary accountings to ensure accurate reporting for estates and trusts under administration.<br>• Design customized estate planning strategies for individuals and families with complex asset profiles and unique succession goals.<br>• Establish and structure trust-based entities that align with client objectives, tax considerations, and long-term asset protection needs.<br>• Advise on property tax matters connected to estate and trust holdings, including administrative filings and related compliance obligations.<br>• Collaborate with clients, fiduciaries, accountants, and other advisors to move matters forward efficiently and resolve issues as they arise.
<p>Leverage your bookkeeping expertise with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Enjoy the stability of full-time employment while supporting diverse client engagements and expanding your experience across industries, systems, and business environments.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p> </p><p><strong>Bookkeeper responsibilities in this role: </strong></p><ul><li>Manage Accounts Payable and Receivable</li><li>Verify, allocate, and post transactions</li><li>Maintain and balance general ledger</li><li>Bank and Credit Card reconciliation</li><li>Manage month end and quarter end closing</li><li>Process payroll</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Other projects as requested</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
<p>Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a <strong>real estate investment firm in San Francisco</strong> to identify an <strong>Accountant</strong>. This opportunity is ideal for professionals currently in <strong>public accounting with real estate clients</strong> who are interested in transitioning into industry.</p><p>If you have experience with <strong>real estate accounting</strong> and are looking to step into a <strong>senior-level role with a growing investment firm</strong>, I would welcome the opportunity to connect.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate closely with the construction and development team on financial matters</li><li>Review invoices processed by the outsourced AP team to ensure accurate coding and compliance</li><li>Prepare and submit monthly financial reports to joint venture partners</li><li>Manage construction draw processes using established templates and training (no prior experience required)</li></ul><p><br></p>
<p>We are seeking an experienced immigration professional to support high-volume employment-based immigration matters, with a primary focus on independently preparing I-140 petitions and assisting with H-1B filings. This role requires a detail-oriented and highly organized Legal Assistant or Paralegal who can manage a substantial case inventory, meet strict deadlines, and work effectively with minimal supervision. This Legal Assistant must work on-site in San Jose, CA.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Independently prepare high-volume I-140 petitions from intake through filing.</li><li>Review supporting documentation for completeness, accuracy, and consistency.</li><li>Conduct case assessments and identify eligibility, documentary, or procedural issues.</li><li>Assemble petitions and filing packages, including forms, exhibits, and supporting evidence.</li><li>Perform quality control reviews to ensure accuracy and compliance before submission.</li><li>Manage filing procedures, including final assembly, shipment, and case tracking.</li><li>Prepare H-1B forms and supporting documentation.</li><li>Coordinate Labor Condition Applications (LCAs) and monitor related timelines.</li><li>Review position details, worksite information, and client-provided data for accuracy.</li><li>Identify missing, incomplete, or inconsistent information and follow up as needed.</li><li>Maintain organized case records and manage matters through submission.</li><li>Prioritize a high-volume caseload while meeting established and compressed deadlines.</li></ul><p><br></p>
<p>Growing software company is seeking an experienced Contracts Manager to lead the drafting, review, negotiation, and management of a wide range of commercial agreements. This role will support both sales contracting and procurement/vendor contracting, with a strong emphasis on SaaS-related terms, risk mitigation, and cross-functional collaboration. As a Contracts Manager with this organization, you'll join the legal team and report to the Commercial Counsel. The ideal candidate will be able to work on-site on a hybrid basis and have at least 5-10+ years of experience in contract management. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, negotiate, and manage a high volume of SaaS-related agreements, including customer contracts, MSAs, SaaS subscription agreements, order forms, NDAs, DPAs, SOWs, amendments, and vendor/procurement contracts. </li><li>Partner closely with Sales, Procurement, Legal, Finance, Security, and Product teams to support contract execution and business objectives. .</li><li>Lead contract negotiations for both revenue-generating customer deals and third-party/vendor engagements. </li><li>Identify legal and commercial risks in contract terms and propose practical solutions that align with company policies. </li><li>Support and improve contract lifecycle management processes, templates, playbooks, and approval workflows. </li><li>Ensure contract terms address key SaaS issues such as data privacy, security, service levels, licensing, usage rights, limitation of liability, indemnification, and termination rights. </li><li>Track contract obligations, key dates, renewals, and compliance requirements. </li><li>Collaborate with internal stakeholders to standardize contracting practices and shorten deal cycle times. .</li></ul><p><br></p>
<p>Robert Half is partnering with an Environmental Law Firm to hire a Litigation Paralegal to support attorneys with litigation matters, legal research, document review, proofreading, cite-checking, and case management. The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced environment while utilizing legal technology and AI tools to enhance efficiency.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support attorneys throughout all phases of litigation.</li><li>Conduct legal research and assist with drafting and reviewing legal documents.</li><li>Proofread and cite-check pleadings, motions, correspondence, and filings.</li><li>Prepare and manage court filings, deadlines, and case files.</li><li>Assist with discovery, document review, and trial preparation.</li><li>Utilize legal technology and AI tools to support workflows.</li><li>Handle administrative and project-based tasks as needed.</li><li>Collaborate with attorneys and staff to ensure matters are completed accurately and efficiently.</li></ul>