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625 results in Concord, CA

Attorney/Lawyer

Los Altos, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for a dedicated and detail-oriented Attorney to join our team in Los Altos, California. In this role, you will contribute to a well-established estate planning and trust administration practice, collaborating in a supportive and attentive environment. The ideal candidate is motivated, organized, and skilled in handling complex legal matters with precision and care. Responsibilities: • Draft and file legal petitions related to probate administration, conservatorships, and trust modifications, including Spousal Property petitions and Heggstad petitions. • Prepare detailed fiduciary reports and accountings with accuracy and thoroughness. • Manage discovery processes and ensure deadlines are consistently met. • Communicate effectively with clients, court personnel, financial institutions, and government agencies to provide legal guidance and updates. • Collaborate with attorneys, paralegals, and support staff to ensure seamless workflow and case management. • Track and report billable hours promptly while maintaining compliance with firm expectations. • Conduct research and draft motions, briefs, and other legal documents related to estate planning and administration. • Provide legal support for trust litigation and conservatorship cases, ensuring compliance with relevant laws and regulations. • Maintain meticulous attention to detail while managing a high-volume caseload.
2026-05-27T00:00:00Z

Sr. Tax Accountant

Walnut Creek, CA
remote
Temporary / Contract
65 - 75 USD / Hourly
Our East Bay client is seeking an experienced Sr. Tax Accountant to support tax preparation, compliance, and client advisory work for a short-term contract position. This role is ideal for an experienced, detail-oriented individual who can independently oversee complex tax engagements, guide clients through planning considerations, and deliver accurate filings across multiple entity structures. The successful candidate will bring deep technical tax knowledge, strong client management skills, and the ability to contribute to business growth through trusted service and relationship development. This can be a 100% remote role, and is expected to pay between $65-75 DOE and location. Responsibilities:• Prepare and review complex federal, state, and local tax filings for individuals, corporations, and other business entities with a high degree of accuracy• Lead tax engagements from initial document gathering through final submission, ensuring deadlines are met and compliance standards are maintained• Advise clients on tax planning strategies, regulatory considerations, and filing requirements across a variety of organizational structures• Use tax software and Microsoft Office tools to manage returns, organize workpapers, and maintain complete engagement documentation• Maintain awareness of tax law updates and apply changes appropriately to returns, planning recommendations, and compliance processes
2026-05-29T00:00:00Z

Bookkeeper

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

Entry Level Analyst

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

Accounts Payable Clerk

Hayward, CA
onsite
Temporary to Hire
28.5 - 33 USD / Hourly
We are looking for an Accounts Payable Clerk to join a construction-focused organization in Hayward, California. This onsite opportunity is a contract position with the potential to become permanent, suited for someone who is highly organized, dependable, and comfortable handling the full accounts payable cycle in a fast-paced setting. The person in this role will help maintain accurate financial operations, build positive vendor relationships, and contribute to a well-run accounting function through strong attention to detail and process awareness. Responsibilities: • Oversee end-to-end accounts payable activities, ensuring invoices move through review, coding, approval, and payment accurately and on schedule. • Examine vendor invoices for proper support, assign the correct accounting codes, and complete three-way matching for applicable purchases. • Set up and maintain supplier records, collect required documentation, and serve as a point of contact for payment and account questions. • Prepare and process vendor disbursements through checks, ACH, or other approved methods while meeting internal deadlines. • Reconcile supplier statements, investigate billing differences, and resolve outstanding items before they affect reporting or vendor relationships. • Review employee reimbursement submissions for accuracy, policy compliance, and appropriate backup documentation. • Assist with month-end and year-end accounting activities by organizing payable records, supporting audit requests, and preparing related reports. • Coordinate with internal departments to address invoice issues, improve workflow efficiency, and support special projects or administrative tasks such as mail handling and office supply coordination.
2026-05-20T00:00:00Z

Business Systems Analyst IV

San Ramon, CA
remote
Permanent / Full Time
109000 - 165000 USD / Yearly
Robert Half is seeking a Business Systems Analyst IV to support and enhance Workday Financials, HCM, and Payroll, with a strong emphasis on Time Tracking, Absence, AP, AR, and General Ledger. This role will lead cross-functional initiatives, drive system improvements, and support integrations in a 100% remote environment (working 8 AM–5 PM PT; open to PT or MT candidates). Key Responsibilities Serve as a senior SME for Workday across Financials and HCM (Time Tracking, Absence, AP/AR, GL). Lead and support integrations, including troubleshooting, enhancements, and post-production support. Partner with business and IT stakeholders to gather requirements, define solutions, and deliver system improvements. Review and guide functional design, system configuration, and process optimization. Provide reporting and status updates to leadership, including risks, timelines, and outcomes. Translate business needs into detailed specifications, process flows, and test plans. Lead cross-functional teams through SDLC lifecycle activities, including implementation and support. Ensure systems and processes are scalable, efficient, and aligned to business objectives. Mentor entry level analysts and support overall team effectiveness.
2026-05-21T00:00:00Z

Compliance Manager

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

Workplace Exp Coordinator

San Francisco, CA
onsite
Temporary / Contract
24 - 24.93 USD / Hourly
We are looking for a Workplace Exp Coordinator to support daily front desk and workplace services for a busy office in San Francisco, CA. This is a Contract position focused on creating a welcoming, organized, and responsive environment for employees, guests, and vendors. The person in this role will help manage office operations, coordinate onsite activities, and address service requests with professionalism and attention to detail. Responsibilities:• Welcome employees, visitors, and service partners while providing courteous front desk support and timely assistance.• Coordinate workplace services such as mail handling, office supply distribution, and onboarding setup to keep daily operations running smoothly.• Schedule and support onsite meetings and events by arranging space, preparing rooms, organizing materials, and assisting with setup and breakdown.• Receive and resolve routine questions, concerns, and service issues from building occupants and guests with a customer-focused approach.• Submit, monitor, and follow up on janitorial and maintenance requests to ensure the workplace remains clean, safe, and functional.• Work closely with external vendors to confirm services, track deliverables, and support the needs of the office environment.• Follow site-specific safety, security, and emergency procedures and escalate issues to the appropriate contacts when needed.• Assist with general office upkeep, including straightening shared spaces, resetting seating areas, and wiping down common surfaces as necessary.
2026-05-11T00:00:00Z

Mail Svcs Associate

San Francisco, CA
onsite
Temporary / Contract
20.9 - 23 USD / Hourly
We are looking for a dependable Mail Services Associate to support daily mailroom activities at a client site in San Francisco, California. This Contract position is ideal for someone who enjoys hands-on operational work, stays organized in a fast-paced environment, and takes pride in providing reliable internal service. The individual in this role will help keep incoming and outgoing mail processes running smoothly while maintaining accuracy, timeliness, and professionalism. Responsibilities: • Manage day-to-day mailroom operations for a building or campus, ensuring consistent and efficient service delivery. • Receive, sort, and distribute incoming mail, packages, and interoffice correspondence to the appropriate recipients. • Prepare outgoing shipments by organizing materials, applying proper postage or courier documentation, and coordinating pickups. • Maintain an orderly mailroom environment and monitor supplies, equipment, and workflow needs to support uninterrupted operations. • Track package activity and delivery status, resolving routine issues and escalating exceptions when needed. • Provide courteous assistance to employees, visitors, and delivery personnel regarding mail and package inquiries.
2026-05-19T00:00:00Z

Legal Assistant

Menlo Park, CA
onsite
Permanent / Full Time
75000 - 105000 USD / Yearly
We are looking for a dedicated Legal Assistant/Paralegal to join our team in Menlo Park, California. This role offers the chance to work on a variety of complex family law matters while contributing to a dynamic and collaborative environment. The position follows a hybrid schedule, requiring in-office presence two days per week. Responsibilities:• Provide attorneys with support in family law cases, including divorce proceedings, child custody disputes, property division, and marital agreements.• Maintain and organize client records in electronic formats, ensuring accuracy and accessibility.• Conduct legal research, manage attorney calendars, monitor court deadlines, and act as a point of contact between clients and attorneys.• Draft legal documents such as pleadings, forms, and discovery materials, as well as coordinate court filings and process serving.• Assist attorneys in trial preparation by creating pleadings, trial notes, and exhibit binders.• Compile and serve discovery requests and responses in a timely manner.• Arrange and oversee the preparation of materials for hearings, mediation sessions, and settlement conferences.• Ensure compliance with local court rules and deadlines while managing administrative tasks efficiently.
2026-05-22T00:00:00Z

Insurance Coordinator

San Jose, CA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are looking for an Insurance Coordinator to support insurance-related workflows for a service-focused team in San Jose, California. This Long-term Contract position is ideal for someone who is highly organized, detail-oriented, and experienced in reviewing coverage information to help ensure efficient coordination of services. The person in this role will work closely with patients, providers, and payers to confirm benefits, secure approvals, and maintain accurate documentation. Responsibilities: • Confirm active medical coverage and benefit details with insurance carriers before services are scheduled or delivered. • Obtain required prior authorizations and referrals to prevent delays in service and support timely care coordination. • Review payer guidelines and plan rules to determine eligibility, coverage limits, and out-of-pocket responsibilities. • Communicate with internal teams, patients, and insurance representatives to resolve verification issues and missing information. • Maintain complete and accurate records of insurance activity, authorization status, and follow-up actions in appropriate systems. • Track pending approvals and proactively follow up with payers to ensure decisions are received within expected timeframes. • Escalate complex coverage or authorization concerns when additional review or intervention is needed.
2026-05-29T00:00:00Z

Cost Accounting Manager

Newark, CA
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Our client is seeking an ONSITE Cost Accounting Manager in Fremont. The Cost Accounting Manager is responsible for managing cost of goods sold and inventory accounting, developing, and maintaining standard costs, and analyzing manufacturing variances, as well as overseeing the manufacturing and inventory modules in the company. The position will support cost accounting month end close, reconcile inventory, prepare journal entries and have the opportunity to work closely with manufacturing, supply chain, R&D, and quality organizations. If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half
2026-05-27T00:00:00Z

Health & Safety Engineer

Fremont, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
We are looking for an experienced Health and Safety Engineer to join our client's team in Milpitas, California. In this role, you will oversee the implementation and maintenance of programs designed to ensure workplace safety and environmental compliance. The ideal candidate will play a vital role in fostering a culture of continuous improvement by identifying risks, conducting audits, and implementing corrective actions while supporting training and reporting processes. Responsibilities:• Develop and enforce safety policies and procedures to maintain compliance with environmental and workplace regulations.• Conduct regular safety audits and inspections to identify risks and ensure adherence to safety standards.• Implement corrective actions to address safety concerns and prevent future incidents.• Provide comprehensive safety training and education programs for employees to promote awareness and preparedness.• Monitor and evaluate workplace conditions to ensure a safe and productive environment.• Collaborate with various teams to drive continuous improvement in health and safety practices.• Maintain accurate records and reports related to safety compliance and training activities.• Stay updated on industry standards and regulatory changes to ensure ongoing compliance.• Oversee the proper use and maintenance of safety equipment.• Act as a liaison with regulatory agencies during inspections and audits
2026-05-27T00:00:00Z

Accounting Manager

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

Legal Assistant

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

Payroll Administrator

Santa Clara, CA
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
Colleen McAuliffe from Robert Half is looking for a Payroll Administrator to support accurate, compliant payroll operations for a multi-state workforce in California. This role is responsible for maintaining payroll records, assisting with employee data updates, and helping ensure tax filings and reporting are completed correctly and on time. The ideal candidate brings strong payroll experience, sound judgment with sensitive information, and the ability to work effectively across departments in a fast-paced environment. Responsibilities:• Partner with internal teams to keep payroll processing aligned and verify adjustments before they are finalized.• Assist with onboarding setup by reviewing employment and payroll documents for completeness across multiple states and work locations.• Reconcile payroll tax activity, maintain accurate monthly records, and help meet filing deadlines in accordance with applicable requirements.• Maintain employee payroll information, including withholding elections, direct deposit details, compensation changes, and contact information updates.• Oversee payroll-related deductions for benefits, retirement plans, and other employee-elected programs to ensure proper processing.• Administer paid leave and absence-related pay entries so approved time away is reflected correctly in payroll.• Prepare and submit quarterly and year-end payroll reporting, including wage and contractor tax documents and other required filings.• Perform routine audits of payroll data to identify discrepancies, support compliance, and improve record accuracy.• Support adherence to federal, state, and local payroll regulations, and contribute to special projects connected to payroll and HR operations.
2026-05-12T00:00:00Z

Lead Office Service Associate

Palo Alto, CA
onsite
Temporary / Contract
21.85 - 22.85 USD / Hourly
We are looking for an experienced Lead Office Services Associate to support daily administrative and operational services for a client site in California. This Contract position plays a key role in keeping copy, mail, scanning, reception, hospitality, and related office support functions running smoothly in a fast-paced, accuracy-focused environment. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage sensitive materials while maintaining high standards for accuracy and turnaround time. Responsibilities:• Manage day-to-day office support activities, including copying, scanning, document intake, mail handling, and other back-office services across physical and digital workflows.• Review service requests for completeness before starting work and maintain accurate logs to track assignments, status updates, and completion details.• Organize incoming work by urgency and service standards, ensuring all tasks are processed in the correct sequence and delivered within agreed timelines.• Communicate proactively with clients, team members, and leadership regarding priorities, deadlines, service issues, and job status updates.• Perform basic troubleshooting on office equipment and replenish paper, toner, and other supplies to keep operations running efficiently.• Conduct quality checks on completed assignments and help uphold accuracy standards for both individual output and shared team deliverables.• Follow company and client-site policies while handling confidential documents and information with discretion and care.• Support additional front-of-house or workplace services, such as reception, hospitality, or audio/visual coordination, based on business needs.• Assist with physically moving materials and packages as needed, including tasks that require lifting up to 50 pounds regularly.
2026-05-21T00:00:00Z

Legal Assistant/ Legal Secretary

San Jose, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
We are looking for an experienced Legal Assistant/Legal Secretary to support a busy civil litigation practice in California. This permanent, office-based opportunity is ideal for a detail-oriented candidate who is comfortable managing litigation support tasks, coordinating deadlines, and handling court-related documentation with accuracy. The role offers the chance to work alongside a collaborative legal team in a fast-paced law firm environment. Responsibilities: • Coordinate litigation calendars by tracking court deadlines, hearings, filings, and case milestones to help attorneys stay on schedule. • Prepare, format, revise, and proofread legal correspondence, pleadings, discovery materials, and other case documents for accuracy and consistency. • Manage electronic filing submissions in state and federal courts while ensuring compliance with procedural and formatting requirements. • Maintain organized physical and digital case files, including document storage, retrieval, and version control within document management systems. • Assist with discovery-related workflows by organizing records, compiling materials, and supporting e-discovery processes as needed. • Communicate with attorneys, court personnel, clients, and outside parties in a thorough and courteous manner to facilitate case progress and administrative follow-up. • Support day-to-day legal administrative functions, including scheduling, document coordination, and general litigation assistance for the assigned team.
2026-05-04T00:00:00Z

Legal Assistant

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

Case Intake Manager

San Francisco, CA
remote
Permanent / Full Time
90000 - 130000 USD / Yearly
AI legal start up is looking for an experienced Case Manager to join the team. Responsibilities:<ul><li>Design and implement intake workflows for various litigation initiatives, from initial outreach and lead qualification to signed engagement and CRM integration. </li><li>Manage day-to-day intake activities, including lead triage, eligibility screening, client follow-ups, retainer execution, and data integrity.</li><li>Ensure all intake activities comply with relevant legal and regulatory requirements (e.g., advertising rules, privacy standards). Maintain clear records and audit trails.</li><li>Develop reporting dashboards to track funnel performance metrics such as lead conversion, engagement rates, and response times.</li><li>Train and manage support staff or external vendors. Continuously refine scripts, workflows, and knowledge resources to improve efficiency and client experience.</li></ul>
2026-05-05T00:00:00Z

Staff Attorney

San Francisco, CA
onsite
Permanent / Full Time
72500 - 95000 USD / Yearly
Plaintiff-side Law Firm looking to hire a Staff Attorney to join team in San Francisco, California. The ideal candidate will bring a passion for social justice and a strong commitment to delivering high-quality legal services. Responsibilities will include, but not be limited to: document review, legal research and writing, deposition preparation, and more.
2026-05-05T00:00:00Z

Controller at Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller| Real Estate, Private Equity | San Francisco| Hybrid, Very flexible A highly regarded global real estate investment firm is seeking a senior finance leader to oversee fund accounting across a sophisticated investment platform. This is a high-impact opportunity to join a collaborative, entrepreneurial team, drive operational improvements, and help build scalable infrastructure with a clear path to CFO. Competitive compensation package included. Responsibilities<ul><li>Lead fund and corporate accounting across multiple entities </li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS </li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations </li><li>Partner closely with investment, asset management, and investor relations teams </li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability </li><li>Support acquisitions, financings, valuations, and other complex transactions </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-11T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-05-01T00:00:00Z

Wealth Analyst for RIA Firm

Menlo Park, CA
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
If interested, reach out to Jennifer Fukumae on LinkedIn for quickest consideration. Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track. What You’ll Do<ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul>
2026-05-15T00:00:00Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards. Responsibilities:• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.• Lead annual fund audits and act as the primary liaison with external auditors.• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.
2026-05-01T00:00:00Z

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