<p>We are seeking an organized and enthusiastic Events Coordinator to plan, coordinate, and execute a variety of events. The ideal candidate is detail-oriented, able to manage multiple projects at once, and enjoys working with vendors, clients, and internal teams to deliver successful events.</p><p>Key Responsibilities</p><ul><li>Plan and coordinate corporate, client, and internal events from start to finish.</li><li>Develop event timelines, budgets, and logistics plans.</li><li>Source and manage venues, vendors, and suppliers.</li><li>Coordinate event registration, invitations, and attendee communications.</li><li>Ensure all event materials and equipment are prepared and delivered on time.</li><li>Oversee event setup, execution, and breakdown.</li><li>Monitor event budgets and track expenses.</li><li>Resolve issues that arise before or during events.</li><li>Gather attendee feedback and prepare post-event reports.</li><li>Maintain relationships with vendors and negotiate contracts when needed.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position requires expertise in managing complex billing processes, interpreting healthcare policies, and providing exceptional customer service to patients and clients. The ideal candidate will bring advanced knowledge of billing systems, claim administration, and financial operations to ensure accuracy and efficiency in all tasks.</p><p><br></p><p>Responsibilities:</p><p>• Handle specialized and intricate billing processes, including accounts receivable and appeals management.</p><p>• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.</p><p>• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.</p><p>• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.</p><p>• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.</p><p>• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.</p><p>• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.</p><p>• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.</p><p>• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.</p><p>• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.</p><p>For immediate consideration please contact Cortney at 209-225-2014</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>Client Service Analyst | Multi Family Office | SF Bay Area </strong></p><p> </p><p>Join a <strong>specialized family office platform</strong> serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end,<strong> entrepreneurial environment</strong> with real exposure and <strong>long-term growth</strong>.</p><p> </p><p>The firm offers <strong>strong mentorship, direct access to leadership, and clear development paths</strong>, within a <strong>collaborative, low-ego culture</strong> focused on ownership and continuous improvement. The role includes <strong>flexible remote work, strong benefits, and unlimited PTO</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Financial Advisor | Wealth Management | San Francisco; Hybrid; 3 days</strong></p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u></strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p><br></p><p><strong>Controller | Family Office | San Francisco | Base + Bonus + Great Perks!</strong></p><p> </p><p>Our client is a well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued.</p><p> </p><p>This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting</li><li>Review and analyze financial statements prior to submission to external CPAs</li><li>Support tax compliance and planning, including reviewing returns prepared externally</li><li>Collaborate with internal stakeholders to address the financial and operational needs of multiple entities</li><li>Oversee accounting for specialized portfolio industries, including real estate and niche operations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></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>We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul><p><br></p>
<p>We are looking for an experienced Controller to join our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting professionals. You will play a key role in providing financial insights, managing internal controls, and partnering with cross-functional teams to support strategic initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, review, and present monthly, quarterly, and annual financial statements to clients, working closely with an Assistant Controller and a team of property accountants.</p><p>• Establish and communicate financial metrics and key performance indicators to senior leadership.</p><p>• Monitor clients' cash flow and positions daily, compiling management reports with clear cash flow indicators.</p><p>• Conduct monthly reviews of financial statements for various entities and support tax return preparation in coordination with external partners.</p><p>• Develop and enforce internal controls to safeguard assets and ensure financial accuracy through audits and compliance efforts.</p><p>• Oversee all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations.</p><p>• Provide accounting support for complex property transactions, including ledger corrections, transfers, and resolving exceptions.</p><p>• Evaluate and optimize financial processes, systems, and controls to enhance operational efficiency.</p><p>• Build strong relationships with cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding.</p><p>• Lead and develop the accounting team by hiring, training, and mentoring staff, while fostering a high-performing and motivated work environment.</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>
<p><strong>If interested, please message Jennifer Fukumae on LinkedIn to start a conversation.</strong></p><p> </p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Compensation:</strong> $250,000–$300,000 Total Cash Compensation + Carry</p><p> </p><p>An established and rapidly growing early-stage investment firm is seeking a <strong>Vice President of Finance</strong> to join its leadership team. This is a highly visible role that will work directly with the firm's partners and leadership team, helping drive both the financial infrastructure and operational growth of the organization.</p><p> </p><p>The firm manages multiple investment vehicles, is actively raising additional capital, and offers the opportunity to play a meaningful role in scaling the business during an exciting period of growth.</p><p> </p><p><strong>Position Overview</strong></p><p>Reporting directly to senior leadership and partnering closely with an external CFO, the VP of Finance will oversee core finance and accounting functions while also supporting a broad range of strategic and operational initiatives.</p><p>This role is ideal for someone who enjoys wearing multiple hats and wants exposure beyond traditional fund accounting responsibilities.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Finance & Accounting (Approximately 50%)</strong></p><ul><li>Oversee fund and management company accounting activities</li><li>Manage financial reporting, audits, and fund administration relationships</li><li>Review capital calls, distributions, and investor reporting</li><li>Support portfolio valuation processes</li><li>Maintain financial controls and operational best practices</li></ul><p><strong>Operations & Strategic Projects (Approximately 50%)</strong></p><ul><li>Support fundraising and investor relations processes</li><li>Partner with leadership on operational initiatives and special projects</li><li>Evaluate and improve internal systems, workflows, and technology</li><li>Assist with implementation of new tools and automation initiatives, including AI-driven solutions</li><li>Contribute to firmwide operational strategy and scaling efforts</li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> San Francisco | Hybrid</p><p><br></p><p>Most accounting roles support a business.</p><p>This one helps build the infrastructure powering two of the biggest trends of the next decade: <strong>Artificial Intelligence and EV adoption.</strong></p><p>Join a rapidly growing real estate investment and development platform with <strong>$11B+ in development value, 17+ million square feet in development, and projects spanning industrial real estate, self-storage, fleet parking, and EV charging infrastructure nationwide.</strong></p><p><br></p><p><strong> What You'll Do</strong></p><p>✔ Support construction accounting, job costing, lender draws, AP, and financial operations across active development projects</p><p>✔ Partner directly with project managers, construction teams, and senior leadership</p><p>✔ Gain hands-on exposure to large-scale real estate development and investment operations</p><p>✔ Help improve systems, processes, and technology initiatives across the accounting </p>
We are looking for a meticulous Accounts Payable Clerk to join our team on a contract, part-time basis. This onsite contract position in Hayward, California offers an excellent opportunity to contribute to a fast-paced environment while supporting a busy accounting team. The role focuses on invoice management, coding, and vendor communication, requiring someone who is tech-savvy and detail-oriented.<br><br>Responsibilities:<br>• Accurately code and input invoices into the accounting system.<br>• Process accounts payable transactions from receipt to payment completion.<br>• Assign and verify general ledger (GL) codes to ensure proper job or project cost allocation.<br>• Support cost accounting procedures by reviewing invoices prior to payment posting.<br>• Maintain data accuracy across multiple accounting platforms.<br>• Collaborate with internal teams and vendors to resolve invoice discrepancies.<br>• Provide administrative and coding assistance to the accounting department.<br>• Perform data validation and process checks to ensure consistency and compliance.
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p>Looking for a fund accounting role that offers more than just closes, reconciliations, and reporting?</p><p><br></p><p>This is an opportunity to join a globally respected private markets platform managing <strong>$16B+ in assets</strong>, investing alongside many of the top-performing private equity and venture capital managers across Asia.</p><p><br></p><p>You'll join a highly collaborative accounting team where you'll gain meaningful responsibility from day one, work directly on partnership accounting and fund operations, and build a long-term career within a firm known for promoting from within.</p><p><br></p><p><strong> What You'll Be Doing</strong></p><p>✔ Fund and GP accounting across multiple investment vehicles</p><p>✔ Capital calls, distributions, investor allocations, and financial reporting</p><p>✔ Audit and tax support</p><p>✔ Investor and cross-functional collaboration</p><p>✔ Exposure to global private equity and venture capital investing</p><p><br></p><p><strong> Why This Opportunity Stands Out</strong></p><p>✅ Strong career growth and internal promotion track</p><p>✅ 100% paid medical benefits for employees and dependents</p><p>✅ Consistently strong bonus program</p><p>✅ Profit sharing plus a rare shadow carry/equity participation plan</p><p>✅ Hybrid schedule and collaborative culture</p><p>✅ Family-first environment that genuinely invests in employee development</p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p>Looking for a fund accounting role that offers more than just closes, reconciliations, and reporting?</p><p><br></p><p>This is an opportunity to join a globally respected private markets platform managing <strong>$16B+ in assets</strong>, investing alongside many of the top-performing private equity and venture capital managers across Asia.</p><p><br></p><p>You'll join a highly collaborative accounting team where you'll gain meaningful responsibility from day one, work directly on partnership accounting and fund operations, and build a long-term career within a firm known for promoting from within.</p><p><br></p><p><strong> What You'll Be Doing</strong></p><p>✔ Fund and GP accounting across multiple investment vehicles</p><p>✔ Capital calls, distributions, investor allocations, and financial reporting</p><p>✔ Audit and tax support</p><p>✔ Investor and cross-functional collaboration</p><p>✔ Exposure to global private equity and venture capital investing</p><p><br></p><p><strong> Why This Opportunity Stands Out</strong></p><p>✅ Strong career growth and internal promotion track</p><p>✅ 100% paid medical benefits for employees and dependents</p><p>✅ Consistently strong bonus program</p><p>✅ Profit sharing plus a rare shadow carry/equity participation plan</p><p>✅ Hybrid schedule and collaborative culture</p><p>✅ Family-first environment that genuinely invests in employee development</p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> San Francisco | Hybrid</p><p><br></p><p>Most accounting roles support a business.</p><p>This one helps build the infrastructure powering two of the biggest trends of the next decade: <strong>Artificial Intelligence and EV adoption.</strong></p><p>Join a rapidly growing real estate investment and development platform with <strong>$11B+ in development value, 17+ million square feet in development, and projects spanning industrial real estate, self-storage, fleet parking, and EV charging infrastructure nationwide.</strong></p><p><br></p><p><strong> What You'll Do</strong></p><p>✔ Support construction accounting, job costing, lender draws, AP, and financial operations across active development projects</p><p>✔ Partner directly with project managers, construction teams, and senior leadership</p><p>✔ Gain hands-on exposure to large-scale real estate development and investment operations</p><p>✔ Help improve systems, processes, and technology initiatives across the accounting function</p>
<p>Advance your accounting career with Robert Half's <strong>Full-Time Engagement Professionals (FTEP)</strong> program as a <strong>Staff Accountant</strong>. Enjoy the stability of full-time employment while gaining experience through diverse, high-impact client assignments across the East Bay.</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><br></p><p><strong>Key Responsibilities:</strong></p><p>· Perform month-end closings, reconciliations, and financial reporting.</p><p>· Support accounts payable, accounts receivable, and general ledger functions.</p><p>· Ensure compliance with accounting standards and company policies.</p><p>· Assist with audits and special accounting projects as needed.</p><p>· Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
<p><strong>Staff Accountant – Full-Time Engagement Practice (FTEP)</strong></p><p><strong>Location:</strong> San Mateo & Palo Alto, CA areas </p><p><strong>About the Role:</strong></p><p>Robert Half is seeking a detail-oriented and motivated Staff Accountant to join our Full-Time Engagement Professionals (FTEP) practice. This hybrid role supports clients across the San Mateo and Palo Alto markets, offering the stability of full-time employment along with the variety of project-based assignments across leading organizations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with month-end and year-end close processes</li><li>Prepare journal entries and maintain general ledger accounts</li><li>Perform account reconciliations and investigate discrepancies</li><li>Support preparation of financial statements and internal reports</li><li>Assist with budgeting, forecasting, and audit support activities</li><li>Ensure compliance with GAAP and internal policies</li><li>Collaborate with cross-functional teams on accounting and finance projects</li></ul><p><br></p>
We are looking for a proactive Office Manager to support day-to-day workplace operations in San Francisco, California. This Long-term Contract position is ideal for someone who takes pride in maintaining an efficient, welcoming office while providing dependable administrative support across teams. The role is onsite on a part-time schedule, approximately three days per week for 3–5 hours per day, and requires a detail-oriented approach, strong organization, and an excellent service mindset.<br><br>Responsibilities:<br>• Oversee daily office operations to keep shared spaces, conference rooms, kitchens, and work areas clean, organized, and ready for employees and guests.<br>• Coordinate visitor arrivals, room bookings, access badges, and meeting preparations to ensure a smooth and well-organized onsite experience.<br>• Support executive and workplace administration by preparing documents, handling signature packages, arranging mailings, and assisting with related coordination tasks.<br>• Manage incoming and outgoing shipments, deliveries, and mail while serving as a point of contact for vendors, building staff, and external service providers.<br>• Track office inventory and place orders for supplies, snacks, and beverages to maintain consistent stock levels and support workplace needs.<br>• Submit and monitor facilities requests for maintenance, cleaning, equipment, and environmental issues, following through to resolution.<br>• Assist with meeting and event logistics, including room setup, catering coordination, calendar oversight, and basic A/V readiness.<br>• Partner with HR and IT to help facilitate onboarding and offboarding activities such as workspace setup, access coordination, and equipment-related support.<br>• Contribute to purchasing and expense tracking by managing recurring orders, supporting invoice or accounts payable processes, and monitoring office spending patterns.<br>• Help strengthen office procedures and workplace programs, including emergency coordination, space organization, and employee culture initiatives.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
We are looking for a detail-oriented Accounting Assistant to join a healthcare organization in Santa Clara, California. This contract opportunity with permanent potential is ideal for someone beginning their accounting career who enjoys supporting financial operations, maintaining accurate records, and working closely with cross-functional teams. The role offers hands-on exposure to billing, transaction entry, and administrative coordination in an onsite office environment.<br><br>Responsibilities:<br>• Enter and maintain financial and administrative information with accuracy across records, spreadsheets, and internal files.<br>• Prepare, organize, and manage documentation to support daily office and accounting activities.<br>• Assist with creating and processing client invoices while helping ensure timely and accurate billing records.<br>• Record routine financial transactions in QuickBooks and support general bookkeeping tasks as needed.<br>• Help code invoices and provide support for accounts payable and accounts receivable activities.<br>• Participate in bank reconciliation preparation and assist with maintaining organized supporting documentation.<br>• Work closely with operations, accounting, and research support teams to complete special assignments and day-to-day requests.<br>• Maintain orderly file systems and help keep financial documents accessible, current, and compliant with internal standards.
<p>A San Francisco–based law firm is seeking a Business Immigration Analyst (Entry Level) to support its high-volume corporate immigration practice. This is a contract-to-hire opportunity for a detail-oriented and motivated recent graduate or early-career professional who is interested in developing a long-term career in immigration law. The Business Immigration Analyst will play a key role in supporting attorneys and senior case staff with employment-based visa matters, including H-1B, L-1, TN, and PERM filings. Prior immigration experience is not required, but strong organizational skills and attention to detail are essential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with the preparation and filing of employment-based visa petitions, including H-1B, L-1, TN, and PERM applications</li><li>Draft forms, support letters, and petition packets under attorney supervision</li><li>Collect, organize, and review supporting documentation from clients and employees</li><li>Track case status and maintain accurate records in case management systems</li><li>Communicate with clients regarding case updates, document requests, and timelines</li><li>Ensure compliance with immigration regulations and filing requirements</li><li>Support attorneys and senior team members across all stages of case processing</li></ul>
<p>Key Responsibilities</p><ul><li>Manage daily office operations and administrative functions.</li><li>Maintain office supplies and coordinate with vendors for office needs.</li><li>Schedule meetings, manage calendars, and coordinate travel arrangements as needed.</li><li>Support onboarding of new employees and maintain employee records.</li><li>Assist with basic bookkeeping, invoice processing, and expense tracking.</li><li>Coordinate office maintenance and ensure a safe, organized work environment.</li><li>Answer phone calls, respond to emails, and manage incoming and outgoing mail.</li><li>Develop and maintain office policies and procedures.</li><li>Support leadership with administrative projects and reporting.</li><li>Foster a positive and professional office culture.</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>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Job Summary</p><p>We are seeking a compassionate and organized Medical Receptionist to provide exceptional front-office support in a healthcare setting. The ideal candidate will greet patients, schedule appointments, manage patient records, and ensure a positive experience for patients and visitors.</p><p>Key Responsibilities</p><ul><li>Welcome patients and visitors in a professional and courteous manner.</li><li>Schedule appointments and manage provider calendars.</li><li>Answer phone calls and respond to patient inquiries.</li><li>Verify patient information, insurance details, and update medical records.</li><li>Process patient check-in/check-out and collect payments as required.</li><li>Maintain confidentiality and comply with privacy regulations.</li><li>Provide administrative support to clinical staff as needed.</li></ul><p><br></p>