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732 results in Concord, CA
- Orinda, CA
- onsite
- Permanent / Full Time
- 120000 - 250000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Fund Accountant</p><p>📍 Orinda, CA (Hybrid)</p><p>🏢 High-Growth Investment Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>An established and rapidly growing investment management firm is seeking a <strong>Senior Fund Accountant</strong> to join its finance and operations team. This is an excellent opportunity for professionals with hedge fund accounting, fund administration, trade operations, audit, tax, or investment operations experience who want to move into a highly visible role with broad exposure across investment operations, fund accounting, and strategic initiatives. The firm offers a collaborative, intellectually stimulating environment where talented professionals are empowered to take ownership, drive improvements, and expand their responsibilities over time.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support fund accounting and investment operations for a variety of investment vehicles.</li><li>Reconcile trades, positions, cash activity, and portfolio holdings.</li><li>Manage trade lifecycle activities, including settlements, cash movements, and corporate actions.</li><li>Coordinate with fund administrators, custodians, brokers, and other service providers to ensure accurate and timely processing.</li><li>Assist with month-end, quarter-end, and year-end fund accounting activities.</li><li>Investigate and resolve operational discrepancies and reconciliation issues.</li><li>Support investment reporting, operational controls, and process improvement initiatives.</li><li>Participate in special projects and take ownership of operational enhancements as the role evolves.</li></ul><p><strong>Culture & Benefits</strong></p><ul><li>Collaborative, highly intelligent, and team-oriented environment.</li><li>Strong employee retention and tenure.</li><li>Fully covered medical, dental, and vision benefits.</li><li>Unlimited PTO.</li><li>Complimentary meals and snacks.</li><li>Meaningful growth opportunities as the firm continues to expand.</li><li>Exposure to sophisticated investment strategies and complex operational projects.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-10-26T00:00:00Z
- San Mateo, CA
- onsite
- Temporary to Hire
- 38 - 44 USD / Hourly
- <p>Robert Half is working with a highly respected real estate development and investment firm with a long-standing track record of delivering large-scale residential, commercial, and mixed-use projects throughout the San Francisco Bay Area. With decades of industry expertise and a diverse portfolio spanning development, asset management, construction, and consulting services, the organization is known for its commitment to excellence, innovation, and long-term growth.</p><p><br></p><p>They are seeking an experienced <strong>Commercial Project Coordinator </strong> to support multiple development and construction projects. If you are detail oriented, have experience with Real Estate Development and or Constriction, and are looking for your next opportunity, this could be a great role for you! Please see the description below and if interested, apply now. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Coordinate and support one or more project teams throughout the execution of large-scale real estate development projects.</li><li>Maintain and manage large project databases, utilize reporting tools, and interpret data in relation to project deliverables.</li><li>Enter, update, and maintain detailed project budgets within designated databases, including preparing monthly cost reports.</li><li>Establish and maintain contract tracking procedures and policies, including onboarding consultants into the project billing system.</li><li>Monitor and track project purchase orders, change orders, and vendor invoices.</li><li>Process consultant invoices and verify that all required lien waivers, insurance certificates, and compliance documentation are received before payment approval.</li><li>Review, code, track, and process project expenses and invoices, ensuring accurate allocation to the appropriate cost codes within accounting systems.</li><li>Monitor and maintain Certificates of Insurance for assigned projects.</li><li>Coordinate the collection of lien waivers from consultants and submit completed documentation to clients.</li><li>Prepare for and participate in weekly construction and design review meetings.</li><li>Keep Project Managers and relevant stakeholders informed of project progress, potential issues, and matters that could affect client relationships.</li><li>Work with urgency in a fast-paced environment, effectively balancing competing priorities, deadlines, and multiple projects.</li><li>Maintain well-organized, audit-ready project files, including drawings, Requests for Information (RFIs), and submittals, ensuring documentation is accurate and readily accessible.</li><li>Support project closeout activities by collecting and organizing all required final documentation from subcontractors, suppliers, and consultants.</li><li>Collaborate with project managers, accounting teams, clients, and external partners to support project coordination and keep deliverables on schedule.</li><li>Take a hands-on, proactive approach to assigned responsibilities, demonstrating accountability and ownership from start to finish.</li><li>Perform additional job-related duties as assigned.</li></ul><p><br></p>
- 2026-11-11T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 220000 - 300000 USD / Yearly
- <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>Controller, GP Focused | Venture Capital Firm | San Francisco; Hybrid </strong></p><p> </p><p>Join a leading global venture capital platform that backs innovative companies across technology and high-growth sectors. The firm offers the scale and sophistication of a premier investment organization while maintaining a collaborative culture that provides meaningful exposure to senior leadership and strategic decision-making.</p><p> </p><p>This is a unique opportunity for a finance professional with deep expertise in <strong>GP economics, carried interest, waterfalls, and co-investments</strong>. You'll serve as a key resource on partner economics across multiple funds, working closely with leadership on <strong>carry allocations, ownership structures, fund launches, scenario modeling, and strategic initiatives</strong>. The role offers a rare combination of technical accounting, financial modeling, and visibility into how investment professionals are compensated and rewarded.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee accounting, reporting, and administration for GP entities and carried interest programs</li><li>Manage <strong>carry allocations, waterfall calculations, and partner ownership structures</strong></li><li>Administer co-investment programs, participant allocations, commitments, and distributions</li><li>Develop and maintain models supporting <strong>partner economics, carry, and co-investment activity</strong></li><li>Perform scenario analysis related to fund performance, valuation changes, liquidity events, and carry distributions</li><li>Serve as a key point of contact for investment professionals and firm leadership on allocation matters</li><li>Partner closely with Finance, Tax, Legal, Fund Accounting, and Operations teams</li><li>Support fund launches, ownership transitions, compensation structures, and other strategic projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 160000 - 200000 USD / Yearly
- <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>Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation!!</strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 140000 - 180000 USD / Yearly
- <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 Wealth Advisor | Wealth Management Firm | San Francisco; Hybrid; 2-3 Days Onsite</strong></p><p> </p><p>Join a well-established wealth management and investment advisory firm serving high-net-worth individuals, families, foundations, and endowments. Backed by the resources of a larger financial institution while maintaining a boutique, relationship-driven culture, the firm offers a collaborative environment where advisors work closely together to deliver comprehensive wealth management solutions.</p><p> </p><p>This is an excellent opportunity for a wealth management professional who enjoys both <strong>financial planning and client relationship management</strong>. You'll partner closely with senior advisors and portfolio managers, gain exposure to sophisticated client situations, and play a meaningful role in delivering advice across <strong>investments, estate planning, tax strategy, philanthropy, and overall wealth planning</strong>. The role offers strong mentorship, career growth, schedule flexibility, and a clear path toward <strong>greater client ownership and lead advisor responsibilities</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Develop and maintain comprehensive financial plans tailored to client goals</li><li>Partner with Portfolio Managers to support and deepen client relationships</li><li>Advise on <strong>financial planning, tax, estate, cash flow, and philanthropic strategies</strong></li><li>Present financial plans and recommendations in a clear, client-friendly manner</li><li>Monitor client portfolios and update planning recommendations as needs evolve</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth clients</li><li>Support business development through referrals, networking, and prospect meetings</li><li>Collaborate closely with advisors and investment professionals across the firm</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Palo Alto, CA
- onsite
- Temporary / Contract
- 71.25 - 82.5 USD / Hourly
- We are looking for an experienced Accounts Payable Manager to join a financial services firm in Palo Alto, California on a Long-term Contract basis. This position will support a busy finance function with ownership of core accounting activities, including close processes, reconciliations, cash oversight, and financial reporting tied to investment operations. The ideal candidate brings a strong foundation in private equity or venture capital accounting and is comfortable working in a collaborative, detail-driven environment.<br><br>Responsibilities:<br>• Lead month-end close activities by preparing journal entries, reviewing general ledger activity, and ensuring accurate and timely reporting.<br>• Oversee accounts payable operations, including payment processing, chargebacks, rebills, and resolution of invoice-related issues.<br>• Coordinate accounting support for new and follow-on investments while maintaining accurate financial records for portfolio activity.<br>• Update capitalization records and assist with valuation support for portfolio companies as part of quarterly reporting cycles.<br>• Review fund financial statements prepared by external accounting partners and verify completeness, accuracy, and supporting schedules.<br>• Consolidate financial information for subsidiaries and prepare supplemental reports for internal analysis and leadership review.<br>• Monitor cash positions and contribute to planning for capital calls, distributions, and other fund-related cash requirements.<br>• Support quarterly portfolio reviews by preparing reporting packages, presentations, audit schedules, and tax-related documentation.
- 2026-10-24T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 140000 - 160000 USD / Yearly
- <p><strong>People Coordinator | San Francisco</strong></p><p>Join a high-touch People team where you'll be the hub that keeps everything running smoothly. We're seeking an HR professional with experience in onboarding, employee lifecycle support, HR operations, compliance, and special projects. This role is ideal for someone who thrives on organization, follow-through, and delivering a white-glove employee experience. You'll partner across teams, own onboarding from start to finish, support HR programs, and help create a thoughtful, people-first workplace. </p>
- 2026-10-31T00:00:00Z
- South San Francisco, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- <p><strong>Customer Service Representative | South San Francisco, CA</strong></p><p><br></p><p><u>Position Description:</u></p><p><br></p><p>Our client in South San Francisco is seeking a customer-focused and detail-oriented <strong>Customer Service Representative</strong> to join their team. This role is responsible for delivering exceptional service by assisting customers via phone, email, text, and in person, while ensuring inquiries are resolved accurately and efficiently.</p><p>The Customer Service Representative will manage incoming customer requests, establish and maintain customer accounts, process payments, update customer information within the CRM system, and address billing and service-related inquiries. This position is ideal for someone who enjoys interacting with customers, thrives in a fast-paced environment, and can balance multiple priorities while maintaining a high level of professionalism.</p><p><br></p><p><u>Key Responsibilities:</u></p><p><br></p><ul><li>Respond to customer inquiries by phone, email, text, and in person</li><li>Handle high-volume inbound customer calls</li><li>Establish and maintain customer accounts</li><li>Process payments and assist with billing inquiries</li><li>Accurately update customer information within CRM systems</li><li>Resolve customer concerns and service issues in a timely manner</li><li>Support general office and administrative functions</li><li>Collaborate with team members to ensure a positive customer experience</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Davis, CA
- onsite
- Permanent / Full Time
- 115000 - 125000 USD / Yearly
- <p>We are looking for an experienced Accounting Manager/Supervisor to join a well-established manufacturing business in the Davis/Woodland, CA area. This role will guide core accounting operations, support accurate financial reporting, and help maintain strong internal controls across the organization. The position is well suited for an accounting specialist with strong attention to detail who can partner effectively with finance and operational teams in a fast-paced environment.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Direct the monthly, quarterly, and year-end close cycle, ensuring entries, reconciliations, and financial reports are completed accurately and on schedule.</p><p>• Evaluate balance sheet activity, resolve unusual variances, and provide clear insight into financial performance and reporting outcomes.</p><p>• Maintain compliance with accounting standards and company control procedures to support reliable and consistent financial records.</p><p>• Partner with cost and operations teams to monitor inventory accounting, validate valuations, and review production-related cost fluctuations.</p><p>• Oversee day-to-day accounting functions such as general ledger activity, payroll-related accounting, and banking administration.</p><p>• Prepare for external audits and coordinate required schedules, documentation, and supporting materials for auditors and tax advisors.</p><p>• Work closely with accounts payable and accounts receivable staff to promote timely processing and accurate transaction recording.</p><p>• Recommend and implement improvements that strengthen accounting workflows, reporting quality, and overall system effectiveness.</p><p>• Assist leadership with budgeting, forecasting, and financial analysis while providing backup support as needed.</p>
- 2026-11-04T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 26 - 27 USD / Hourly
- <p><strong>Position:</strong> Resident Services Manager</p><p>We are seeking a Resident Services Manager to develop and oversee programs that support residents and strengthen community engagement.</p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate resident programs and services</li><li>Build relationships with community partners</li><li>Evaluate resident needs and recommend resources</li><li>Track program outcomes and participation</li><li>Support resident retention and satisfaction initiatives</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Martinez, CA
- onsite
- Temporary / Contract
- 65 - 70 USD / Hourly
- <p>Robert Half is seeking an experienced Lead Endpoint Migration Consultant to support a large public-sector IT organization in Martinez, CA. This Lead Endpoint Migration Consultant will serve as the team's primary Microsoft Intune Subject Matter Expert (SME), leading enterprise endpoint management initiatives, modernizing device provisioning, and developing a strategic roadmap for transitioning from legacy management platforms to Microsoft Intune.</p><p>The environment includes more than 1,000 Windows devices, 1,000 iPads/iOS devices, and several hundred Apple computers.</p><p> </p><p>The ideal Lead Endpoint Migration Consultant will have extensive hands-on experience deploying and configuring Microsoft Intune and Windows Autopilot in enterprise environments. This Lead Endpoint Migration Consultant position requires someone who can independently assess the existing infrastructure, develop migration strategies, establish technical standards, and lead implementation efforts. This Lead Endpoint Migration Consultant position is a highly visible, hands-on engineering role requiring both strong technical expertise and the ability to provide strategic guidance on endpoint management initiatives</p><p> </p><p>Key Responsibilities</p><p> </p><p>Microsoft Intune Engineering & Deployment</p><ul><li>Serve as the primary Microsoft Intune SME, providing technical leadership for enterprise endpoint management.</li><li>Lead the design, deployment, configuration, and ongoing administration of Microsoft Intune across Windows, macOS, iOS, and iPadOS devices.</li><li>Implement and optimize Windows Autopilot for automated device provisioning, enrollment, and lifecycle management.</li><li>Configure device compliance policies, security baselines, application deployment, encryption controls, and role-based access controls (RBAC).</li><li>Integrate Microsoft Intune with Microsoft Entra ID (Azure Active Directory) to support identity management and device security.</li></ul><p>Endpoint Migration & Modernization</p><ul><li>Lead initiatives to migrate endpoint management capabilities from Tanium and Jamf to Microsoft Intune.</li><li>Assess the existing endpoint environment and identify technical dependencies, risks, and migration requirements.</li><li>Develop comprehensive migration roadmaps, project timelines, implementation priorities, and deployment strategies.</li><li>Collaborate with internal IT teams and technical stakeholders to ensure successful migration and adoption.</li><li>Support the modernization and consolidation of endpoint management platforms across the organization.</li></ul><p>Security, Identity & Authentication</p><ul><li>Support initiatives involving Microsoft Entra ID, Conditional Access, multifactor authentication (MFA), and endpoint security.</li><li>Assist with the organization's transition toward passkey-based and phishing-resistant authentication.</li><li>Configure and maintain device security policies, compliance requirements, and access controls.</li></ul><p>Technical Leadership & Documentation</p><ul><li>Develop and establish Microsoft Intune implementation standards, governance frameworks, technical guidance, and operational best practices.</li><li>Create technical roadmaps outlining project priorities, dependencies, implementation milestones, and timelines.</li><li>Establish reporting and operational metrics to monitor endpoint compliance, deployment progress, and platform health.</li></ul>
- 2026-11-11T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 270000 USD / Yearly
- <p>We are looking for an experienced Senior Attorney or Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.</p><p>• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.</p><p>• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.</p><p>• Conduct legal research and provide strategic advice to clients and the firm.</p><p>• Mentor and supervise associates, fostering growth and ensuring effective case management.</p><p>• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.</p><p>• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.</p><p>• Assist with transactional work, including drafting and reviewing contracts and other documentation.</p><p>• Contribute to administrative functions and support the overall operations of the firm.</p>
- 2026-11-10T00:00:00Z
- San Mateo, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <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 Associate | Wealth Management Firm | REMOTE</strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role is offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-10-27T00:00:00Z
- San Rafael, CA
- onsite
- Permanent / Full Time
- 85000 - 95000 USD / Yearly
- <p>We are looking for an Employment Staff Attorney to provide high-quality legal representation and advocacy for low-income workers in San Rafael, California. </p><p><br></p><p>Responsibilities:</p><p>• Conduct intake meetings, assess facts, analyze legal issues, and perform thorough research to support case strategy and advice.</p><p>• Lead community presentations and participate in outreach activities that increase awareness of workplace rights and available legal resources.</p><p>• Negotiate with employers and opposing counsel to pursue favorable resolutions through settlement when appropriate.</p><p>• Advocate for clients in administrative proceedings and court matters, including support for broader litigation efforts aligned with organizational priorities.</p><p>• Provide direction, mentoring, and training to legal support staff, interns, and volunteers as needed.</p><p>• Partner with internal staff to maintain strong service delivery, track case progress, and uphold high standards of representation.</p><p>• Maintain accurate case files, time records, and outcome data to support compliance, reporting, fundraising, and program evaluation.</p>
- 2026-11-10T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- We are looking for a Financial Planning Analyst to join our team in San Ramon, California. In this role, you will help shape budgets, forecasts, and performance reporting while partnering with leaders across the business to turn operational plans into clear financial insight. This position is ideal for someone who enjoys working with data, building models, and supporting decision-making in a dynamic, growth-oriented environment.<br><br>Responsibilities:<br>• Develop and maintain budgets, quarterly forecasts, and updated financial outlooks across revenue, operating costs, headcount, and cash flow.<br>• Collaborate with department leaders to translate hiring plans, spending needs, and business objectives into practical financial plans.<br>• Compare actual results against budget and forecast expectations, then highlight performance drivers, emerging risks, and potential opportunities.<br>• Create recurring reporting packages, dashboards, and key performance indicators to support leadership review and business planning.<br>• Build financial models that inform investment choices, resource allocation, pricing considerations, and broader strategic initiatives.<br>• Analyze trends in revenue, margins, operating expenses, workforce costs, and other operating metrics to support business decisions.<br>• Contribute to month-end and periodic reporting deliverables, including materials prepared for executives and external stakeholders.<br>• Maintain workforce planning assumptions by modeling compensation, benefits, and staffing changes over time.<br>• Identify ways to streamline analysis and reporting through automation, AI-enabled tools, and continuous process improvements while protecting sensitive data.
- 2026-11-09T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Advisor</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Collaborative Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Anisa is partnering with a highly respected wealth management firm is seeking a <strong>Client Advisor</strong> to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul><p>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p><p><br></p><p><br></p><p><br></p>
- 2026-10-28T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 85000 - 95000 USD / Yearly
- <p>We are looking for an experienced Sr. Accountant to support core accounting operations and help maintain accurate, timely financial records in Walnut Creek, California. This role is ideal for a detail-oriented individual who can manage key close activities, analyze account activity, and strengthen day-to-day financial integrity. The successful candidate will work across essential accounting functions while contributing to a well-organized and dependable reporting process.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage full-cycle bookkeeping, including AP, AR, general ledger maintenance, reconciliations, payroll entries, and transaction processing in QuickBooks.</li><li>Generate accurate invoices, monitor contract performance, and assist with financial forecasting and budgeting.</li><li>Prepare financial and operational reports by analyzing key data, trends, and account activity.</li><li>Oversee employee expense reimbursements, PTO records, and benefit-related transactions.</li><li>Maintain strict confidentiality of company, client, and employee financial information.</li><li>Develop reporting tools and processes to improve financial visibility, identify risks, and recommend solutions.</li><li>Provide accounting, finance, and operational support on high-impact projects for executive leadership.</li><li>Exercise strong judgment, initiative, and independent decision-making in a fast-paced environment.</li></ul><p><br></p>
- 2026-11-11T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 120000 USD / Yearly
- We are looking for an experienced Legal Secretary to support a busy litigation practice in San Francisco, California. This position is ideal for someone who thrives in a demanding legal setting, brings strong commercial litigation knowledge, and can manage priorities with confidence and precision. The successful candidate will play a key role in keeping matters organized, filings on track, and attorneys well supported in a sophisticated, partner-driven environment.<br><br>Responsibilities:<br>• Prepare, format, and revise litigation materials such as pleadings, motions, discovery documents, correspondence, and other court-related submissions.<br>• Handle electronic filing for matters in state and federal courts, including trial and appellate filings, while ensuring compliance with applicable rules and deadlines.<br>• Maintain organized electronic matter files and manage document workflows within the firm's records and document management systems.<br>• Coordinate new matter intake and support ongoing file administration to ensure records remain accurate, accessible, and up to date.<br>• Assist with attorney time entry, billing support, travel arrangements, and expense processing as part of daily practice operations.<br>• Manage calendars and track important litigation deadlines, court dates, and related scheduling needs for assigned attorneys.<br>• Communicate professionally with clients, attorneys, court personnel, and internal staff to support efficient handling of active matters.<br>• Provide dependable administrative and litigation support in a high-volume practice, taking initiative and maintaining ownership of assigned work.
- 2026-11-10T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <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>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
- 2026-10-29T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 175000 - 250000 USD / Yearly
- <p>Looking for a skilled litigation attorney for a growing law firm based in San Francisco, handling high-stakes and impactful complex litigation cases.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases with professionalism and precision</p><p>• Draft complaints, motions, pleadings, and discovery documents as required</p><p>• Take and defend depositions effectively and thoroughly</p><p>• Argue motions in court</p>
- 2026-11-10T00:00:00Z
- Emeryville, CA
- onsite
- Temporary / Contract
- 35 - 45 USD / Hourly
- <p>Our client, a well-established plaintiff-side labor and employment law firm, is seeking a Legal Assistant to join its collaborative team. This position offers the opportunity to support attorneys representing labor unions and employees in a variety of workplace, public sector, and labor-related matters.</p><p><br></p><p>The ideal candidate is eager to take on substantive legal work while also assisting with the day-to-day support responsibilities that help keep matters moving efficiently. This is a contract-to-hire opportunity with conversion based on performance, fit, and business needs.</p><p><br></p><p>The candidate will be expected to report on-site in Emeryville for the first 90 days, and then transition to a hybrid schedule.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support attorneys handling labor and employment disputes, grievance matters, administrative proceedings, and civil litigation</li><li>Draft correspondence, pleadings, discovery requests and responses, subpoenas, and other legal documents</li><li>Conduct legal, factual, and public records research</li><li>Assist with document collection, review, organization, and production</li><li>Prepare exhibits, hearing binders, arbitration materials, and case files</li><li>Track deadlines and maintain case calendars</li><li>Coordinate filings with courts, administrative agencies, and related entities</li><li>Communicate with clients, union representatives, opposing counsel, and third parties regarding case-related matters</li><li>Assist with witness interviews, case preparation, and hearing or trial support</li><li>Provide administrative and secretarial support as needed, including scheduling, document formatting, expense processing, and file management</li></ul>
- 2026-10-30T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 33 - 36 USD / Hourly
- <p>We are seeking experienced Tax Reviewers to prepare and review individual tax returns during tax season. This is a fully remote contract opportunity requiring a minimum commitment of 30 hours per week (can work up to 60 hours per week during peak season). Candidates must have an active CPA or EA license, a valid PTIN, and be able to provide proof of both credentials.</p><p><br></p><p>Responsibilities</p><ul><li>Prepare and review moderately complex Form 1040 returns, including rental real estate, K-1s, and multi-source income.</li><li>Review prepared tax returns and identify errors, omissions, and inconsistencies.</li><li>Work independently in a remote environment using Slack and cloud-based tax software.</li><li>Maintain accuracy, efficiency, and compliance with federal tax regulations.</li></ul><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# Tax Reviewer **</p>
- 2026-11-11T00:00:00Z
- Martinez, CA
- onsite
- Temporary / Contract
- 50 - 55 USD / Hourly
- <p><strong>Senior Accountant</strong></p><p><strong>Compensation:</strong> $50 - $55 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z
- Antioch, CA
- onsite
- Temporary to Hire
- 25 - 30 USD / Hourly
- <p>We are looking for a detail-oriented Staff Accountant to join a healthcare organization. This contract opportunity with potential for a permanent role is ideal for someone who enjoys balancing daily accounting operations with month-end support and cross-functional problem-solving. The position will play an important role in maintaining accurate financial records, supporting reporting activities, and helping ensure reliable accounting processes across multiple clinic locations.</p><p><br></p><p>Responsibilities:</p><p>• Review and process vendor invoices, verifying proper coding, completeness, and payment accuracy before entry.</p><p>• Perform reconciliations for bank activity and general ledger accounts to maintain accurate and timely financial records.</p><p>• Contribute to month-end and year-end close activities by preparing schedules, organizing support, and assisting with deadline-driven accounting tasks.</p><p>• Create journal entries and preserve clear documentation to support account activity and audit readiness.</p><p>• Reconcile incoming cash receipts and deposits from several clinic sites to ensure balances are recorded correctly.</p><p>• Examine vendor statements, research outstanding items, and help resolve billing or payment inconsistencies.</p><p>• Track fixed assets and prepaid balances, ensuring records remain current and expenses are recognized appropriately.</p><p>• Support vendor onboarding and maintain organized, up-to-date vendor records within accounting files.</p><p>• Assist with financial reporting requests, audit preparation, and adherence to accounting policies, procedures, and internal controls.</p><p>• Partner with clinic leadership and corporate teams to address accounting questions and improve issue resolution across departments.</p>
- 2026-11-03T00:00:00Z
- Walnut Creek, CA
- onsite
- Temporary / Contract
- 50 - 55 USD / Hourly
- <p><strong>Senior Accountant</strong></p><p><strong>Compensation:</strong> $50 - $55 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z