<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION</strong></p><p><br></p><p>ASSISTANT ACCOUNTING MANAGER</p><p>Responsibilities;</p><p>-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.</p><p>-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.</p><p>-Preparing actual and forecast cash flow reports on daily and weekly basis</p><p>-Support the preparation of management reports, variance analyses, and other financial presentations.</p><p>-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.</p><p>-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.</p><p>-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.</p><p>-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.</p><p>-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.</p><p>-Identify and implement process improvements and automation opportunities within the AP function.</p><p><br></p><p><br></p>
We are looking for an experienced Internal Audit Manager to join our team in San Francisco, California. In this long-term contract role, you will play a key part in overseeing audit programs and ensuring compliance within the banking industry. This position requires an individual with extensive experience in internal auditing and a deep understanding of financial regulations.<br><br>Responsibilities:<br>• Develop, implement, and manage comprehensive audit plans tailored to the needs of the banking sector.<br>• Collaborate with audit committees to provide insights and recommendations based on findings.<br>• Conduct thorough evaluations of internal controls and processes to ensure compliance with industry standards and regulations.<br>• Utilize frameworks such as COBIT to assess and improve information systems governance.<br>• Review and analyze banking and finance laws to ensure organizational adherence to legal requirements.<br>• Supervise audit programs to maintain operational efficiency and mitigate risks.<br>• Provide leadership and guidance to audit teams, fostering a culture of accuracy and accountability.<br>• Prepare detailed reports summarizing audit results and present findings to senior management.<br>• Monitor industry trends and regulatory changes to adapt audit strategies accordingly.
<p>We are seeking a detail-driven and experienced <strong>Accounting Manager</strong> to lead the financial operations of our esteemed property in Napa, Ca. This is an exceptional opportunity for a hospitality professional with a strong background in hotel accounting and a commitment to accuracy, compliance, and operational excellence. The ideal candidate will play a key role in financial reporting, budgeting, and process improvement, ensuring the continued success and integrity of our accounting functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensure accuracy and reconciliation of all ledgers, including Guest Ledger, Accounts Receivable Ledger, and Deposit Ledger.</li><li>Prepare and review monthly financial statements, journal entries, accruals, and all supporting documentation as part of the month-end close process.</li><li>Monitor daily revenue activity, investigating and resolving discrepancies between the Point of Sale (POS) and Property Management Systems (PMS).</li><li>Perform monthly balance sheet reconciliations, identifying and correcting variances in a timely manner.</li><li>Partner with department leaders to analyze financial performance and support budgeting and forecasting efforts.</li><li>Maintain compliance with internal financial policies and procedures, supporting both internal and external audits.</li><li>Provide operational recommendations to enhance accuracy, transparency, and efficiency in financial reporting.</li><li>Utilize problem-solving skills to address and resolve financial issues as they arise</li></ul><p><br></p>
<p><strong>Senior Accounting Manager / Assistant Controller – Real Estate Investment</strong></p><p>Join a mission-driven investment firm focused on creating and preserving affordable housing nationwide. With over $1B in AUM and a collaborative team culture, this role offers high-impact exposure to fund and property-level accounting, reporting, and financial operations.</p><p><br></p><p><strong>The Role</strong></p><p>Reporting to the Corporate Controller, you’ll lead fund and property accounting reviews, manage audits, support investor reporting, and help improve internal systems and processes. You’ll work closely with the CFO, fund administrators, and asset management teams to ensure accurate financial reporting and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review fund and property financials, waterfalls, and asset management fees</li><li>Ensure compliance with LPAs and investor reporting requirements</li><li>Support quarterly reporting, dashboards, and KPI tracking</li><li>Assist with cash flow forecasting and liquidity planning</li><li>Lead or support system implementations and process improvements</li><li>Manage treasury functions and onboarding of property managers</li><li>Coordinate audits, tax filings, and fund administrator communications</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive salary + bonus</li><li>Professional growth in a collaborative, mission-driven firm</li><li>In-office culture in San Francisco’s Financial District (4–5 days/week)</li><li>Opportunity to make a meaningful impact in affordable housing</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p>
<p><strong>Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A respected independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative and client-focused team. This is an exciting opportunity for an experienced advisor to manage high-net-worth relationships, deliver comprehensive financial planning, and contribute to the growth of a values-driven firm.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is committed to helping clients achieve a holistic sense of wealth—defined not just by financial success, but by personal fulfillment, well-being, and impact. Advisors are empowered to build meaningful relationships and deliver high-touch service that aligns with this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Wealth Manager will serve as a trusted advisor to a growing book of high-net-worth clients, providing tailored financial planning and investment advice. This role is ideal for professionals with 5+ years of experience who are ready to take on more responsibility and grow within a dynamic team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver personalized financial planning and investment advisory services</li><li>Manage and grow client relationships through firm referrals and personal efforts</li><li>Provide proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Develop and execute financial plans covering retirement, tax, estate, investment, and risk management</li><li>Regularly review and adjust plans and portfolios based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in client acquisition</li><li>Build relationships within the firm’s network and participate in community events</li></ul><p><strong>Professional Growth & Contribution</strong></p><ul><li>Engage in firm-wide initiatives to enhance client experience and operational efficiency</li><li>Pursue ongoing professional development and stay current with industry best practices</li></ul><p><strong>Compliance & Record-Keeping</strong></p><ul><li>Ensure adherence to regulatory standards and firm policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Finance Associate – Tax Focus</p><p><strong>Location</strong>: San Francisco, CA (Hybrid or Onsite)</p><p><strong>Industry</strong>: Venture Capital / Emerging Technologies</p><p><br></p><p>Are you ready to work at the intersection of finance and innovation? A leading early-stage investment firm specializing in frontier technologies—including crypto, AI, and deep tech—is seeking a <strong>Finance Associate</strong> with strong tax expertise and fund operations experience. This is a high-impact role offering direct exposure to senior leadership, strategic initiatives, and some of the most exciting sectors shaping the future.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Finance Associate, you’ll be a key contributor to the firm’s financial infrastructure, managing tax compliance across multiple entities and supporting fund operations. You’ll collaborate with experienced professionals and help drive improvements in reporting, audits, and investor communications. This is an ideal opportunity for someone who thrives in a fast-paced, intellectually curious environment and wants to make a meaningful impact in venture capital.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Tax Compliance & Strategy</strong></p><ul><li>Lead tax compliance for funds, general partners, and management entities</li><li>Review tax filings including K-1s, foreign disclosures, and estimated payments</li><li>Coordinate with external tax advisors and manage payment schedules</li><li>Conduct independent tax research and validate advisor recommendations</li><li>Respond to investor tax inquiries and lead ad-hoc research initiatives</li></ul><p><strong>Fund & Financial Operations</strong></p><ul><li>Review fund administrator reports and prepare quarterly NAV summaries</li><li>Support annual financial statement preparation and audit coordination</li><li>Track fund performance and investment valuations</li><li>Assist with capital calls, distributions, and accounts payable</li><li>Address investor inquiries and contribute to strategic finance projects</li></ul><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Be part of a mission-driven firm investing in transformative technologies</li><li>Work closely with senior leadership and gain exposure to high-level strategy</li><li>Contribute to operational excellence and innovation in digital finance</li><li>Enjoy a collaborative, high-performance culture with room to grow</li></ul><p><strong>Interested in joining a team that’s shaping the future of venture capital?</strong></p><p>Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s connect and explore how this opportunity aligns with your career goals.</p>
We are looking for a highly experienced Family Office CFO to oversee the establishment and management of a family office for a high-net-worth individual. This role requires an experienced and detail-oriented individual with deep expertise in financial strategies, tax accounting, and family office operations. This is a long-term contract position based in San Francisco, California.<br><br>Responsibilities:<br>• Lead the setup and operational framework of a family office for a high-net-worth individual.<br>• Conduct thorough cash flow analysis to ensure financial stability and optimization.<br>• Oversee capital management strategies to maximize investment opportunities.<br>• Manage month-end close processes with precision and attention to detail.<br>• Implement and optimize business systems to support efficient financial operations.<br>• Prepare and present comprehensive financial reports to stakeholders.<br>• Provide expert guidance on complex tax matters and compliance.<br>• Develop and maintain strategies for effective financial planning and forecasting.<br>• Collaborate with legal and tax advisors to ensure adherence to regulations.<br>• Supervise financial activities to support the long-term goals of the family office.
<p><strong>Senior Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An independent RIA firm in the Bay Area is seeking a Senior Wealth Manager to lead high-value client relationships, mentor junior advisors, and contribute to firm-wide strategic initiatives. This is a unique opportunity for a seasoned professional to join a collaborative, client-first team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, emphasizing personal fulfillment, empowerment, and community engagement. Advisors are encouraged to think beyond financial returns and help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Wealth Manager will manage a personal book of business, source and close new client relationships, and play a leadership role in firm growth. The ideal candidate thrives in a values-driven environment and is ready to take on strategic and mentoring responsibilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and adjust plans covering retirement, tax, estate, investment, and risk management</li><li>Mentor associate advisors and foster a culture of excellence</li><li>Ensure compliance with regulatory standards and firm policies</li><li>Source and close new client relationships aligned with firm strategy</li><li>Engage with centers of influence to generate referrals</li><li>Participate in marketing, networking, and community events</li><li>Lead initiatives to improve processes and client experience</li><li>Collaborate with leadership on strategic goals</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Percentage of revenue managed plus goals-based bonus</li><li>Potential for equity ownership</li><li>401(k) with company match</li><li>Paid time off and holidays</li><li>Leadership opportunities within the firm</li><li>Access to advanced training, conferences, and industry networking</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect</p>
<p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Wealth Manager</strong>. This is a unique opportunity to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true wealth for its clients — emphasizing well-being, personal fulfillment, and empowerment.</p><p><br></p><p>As a Wealth Manager, you’ll be a central part of the advisory team, managing client relationships, delivering comprehensive financial planning, and supporting firm growth. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to step into a client-facing role with greater ownership, career development, and the chance to help clients achieve both financial goals and life aspirations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and grow client relationships with a planning-first approach.</li><li>Deliver tailored financial plans and investment advice.</li><li>Support business development through client referrals and networking.</li><li>Contribute to team culture and professional development.</li><li>Ensure compliance and maintain accurate client records.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
We are in search of a Director of Finance to join our team in SONOMA, California. As the Director of Finance, you will be a strategic leader, providing valuable insights and guidance to Operations Leaders, Partners, Executive Committees, and Department Heads. This role involves interacting with a variety of entities, including insurance companies, tax consultants, auditors, commercial and government banks to effectively manage the assets of the business.<br><br>Responsibilities:<br><br>• Accurately interpreting financial data within the organization and communicating this in a clear and comprehensive format to point out significant variations in the operations.<br><br>• Leading in the development and implementation of benchmarking techniques to enhance revenues while improving productivity and cost efficiencies.<br><br>• Overseeing and leading in the creation of the annual budget, capital budgets, and the rolling forecasts, in collaboration with other key stakeholders.<br><br>• Reporting accurate and complete financial and management reports in a timely manner, in line with the company and ownership reporting requirements and policy.<br><br>• Ensuring reporting compliance with the Uniform Chart of Accounts, internal Policies & Procedures, ownership and bank documents, and hotel management or other contractual agreements concerning accounting matters.<br><br>• Monitoring and managing the safekeeping of all legal records and documents, such as hotel leases and contracts.<br><br>• Developing, documenting, and maintaining control systems within the Hotels to ensure compliance.<br><br>• Creating and promoting the culture of business partnering by working closely with the Resort General Manager and the VP of Finance & Business Support.<br><br>• Working within the Talent Management System to ensure the departmental performance of staff is productive.<br><br>• Utilizing your knowledge of accounting software systems, annual budgeting, auditing, budget processes, financial statement preparation, budgeting - forecasting, rolling forecast, capital assets, cost reduction analysis, and financial planning & analysis (FP& A) to drive the performance of your areas of responsibility.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p>Stable and well-established company is seeking an Accounting Manager to join their team. This position will manage and oversee accounting operations including AP, AR, Payroll, GL, Month-end Close. </p><p>Responsibilities:</p><p>• Oversee general ledger entries and ensure accuracy</p><p>• Manage the month-end closing process, ensuring timely completion</p><p>• Prepare and analyze financial statements</p><p>• Supervise and review accounts payable, accounts receivable, and payroll functions </p><p>• Conduct budget analyses to support financial decision-making</p><p>• Maintain and manage our Accounting Software Systems</p><p>• Ensure all accounting functions adhere to established standards and regulations</p><p>• Oversee the auditing process to ensure compliance and accuracy</p><p><br></p>
<p>Our client is seeking an Unlawful Detainer Attorney to represent landlords and property owners in eviction proceedings and landlord-tenant disputes. The ideal candidate will have strong litigation skills, knowledge of California landlord-tenant law, and experience handling cases under San Francisco’s rent control ordinances.</p><p>Key Responsibilities:</p><ul><li>Represent landlords in unlawful detainer (eviction) proceedings from pre-litigation notices to trial.</li><li>Draft and serve notices to vacate, including 3-day notices to pay or quit, cure or quit, and termination notices.</li><li>File and litigate unlawful detainer cases, including motions, discovery, settlement negotiations, and trial.</li><li>Appear in court hearings and trials in San Francisco and surrounding Bay Area courts.</li><li>Provide legal counsel on rent control laws, tenant buyout agreements, and property management compliance.</li><li>Defend landlords against wrongful eviction, habitability claims, and fair housing complaints.</li><li>Work with property managers, real estate investors, and property owners to ensure legal compliance.</li></ul><p><br></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at an Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a high-impact role at a company known for transforming complex sites into vibrant, mixed-use communities. Each project brings variety, visibility, and the chance to make a real difference. You’ll own the numbers on major developments, collaborate with smart, driven teams, and play a key role in streamlining processes. If you’re looking for stability and a place where your ideas are valued, this is the opportunity for you.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and enhance reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a skilled Senior Finance Manager to lead and optimize cost accounting processes within our organization. This role is based in South San Francisco, California, and focuses on ensuring the accuracy of manufacturing cost data, standard cost accounting, and cost analysis. The ideal candidate will have a strong background in cost accounting principles and a commitment to delivering actionable financial insights.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with Accounting, Operations/CLIA Lab, IT, and Facilities to deliver cost accounting solutions.</li><li>Lead COGS modeling, reviews, and tracking against performance targets.</li><li>Oversee product costing, standard cost set-up, forecasts, budgets, and variance analysis.</li><li>Provide financial guidance and challenge assumptions in planning/budgeting processes.</li><li>Manage monthly/quarterly close of COGS and inventory, including journal entries and SOX/audit schedules.</li><li>Review inventory for excess/obsolete reserves with Operations and Supply Chain.</li><li>Collaborate on process improvements, controls, and SOX compliance for accurate inventory data.</li><li>Analyze standard vs. actual costs (materials, labor, overhead) and resolve root causes.</li><li>Develop cost methodologies for materials, labor, and overhead per GAAP.</li><li>Support ERP/FP& A tool initiatives and ensure accurate NetSuite cost data.</li><li>Drive financial aspects of product launch with focus on cost.</li><li>Deliver high-value financial analysis to guide investments, cost savings, and risk mitigation.</li><li>Identify and implement efficiencies in company-wide planning processes.</li><li>Handle ad-hoc financial requests as needed.</li></ul>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a <strong>high-impact role </strong>at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change.</p><p><br></p><p>You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for <strong>stability, and the chance to grow with a team that truly values your ideas, this is it.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Summary:</strong></p><p>We are seeking proactive professionals open to contract and contract-to-hire opportunities. As a Human Resources Assistant, you will provide essential support in managing day-to-day HR operations, ensuring compliance with state and federal regulations, and assisting with employee relations. This position requires a detail-oriented individual with foundational knowledge of California-specific HR laws to support talent acquisition, employee development, and organizational policies.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in recruitment efforts, including screening resumes, scheduling interviews, and coordinating onboarding for contract and permanent staff.</li><li>Support employee relations by maintaining personnel files, processing documentation, and responding to basic inquiries.</li><li>Help ensure compliance with California labor laws, such as wage and hour requirements, leave policies (e.g., CFRA, PFL), and anti-discrimination guidelines.</li><li>Aid in the development and distribution of HR policies, procedures, and training materials.</li><li>Assist with benefits administration, payroll processing, and data entry in HRIS systems.</li><li>Participate in audits and prepare reports to support regulatory compliance.</li><li>Support leadership on HR initiatives, including diversity and inclusion programs.</li><li>Maintain confidentiality while handling sensitive employee information with professionalism.</li></ul><p><br></p>
We are looking for an experienced Customer Service Manager to oversee daily branch operations, drive sales growth, and lead a team in delivering exceptional customer service. In this role, you will ensure operational efficiency, compliance with regulations, and the promotion of a service-oriented culture through effective coaching and staff development. This is a Contract-to-Permanent position based in Stockton, California.<br><br>Responsibilities:<br>• Manage the daily operations of the branch, including teller activities, vault balancing, and customer service functions.<br>• Drive sales and revenue growth by promoting and selling a variety of bank products and services.<br>• Ensure compliance with regulatory requirements and maintain operational soundness within the branch.<br>• Supervise, coach, and develop branch staff to meet service expectations, policies, and procedures.<br>• Conduct regular one-on-one meetings and team discussions to set goals and address operational issues.<br>• Oversee hiring, training, and retention efforts to build a skilled and motivated team.<br>• Maintain staff schedules to ensure adequate coverage and efficient workflow.<br>• Address customer concerns by providing timely resolutions and maintaining high levels of confidentiality.<br>• Participate in community engagement and establish strong public relations with customers and local organizations.<br>• Perform audits and pre-audits to identify risks and ensure adherence to compliance procedures.
<p>Join a dynamic team where you’ll take ownership of the full lifecycle of fixed assets and lease accounting. This role is ideal for a detail-oriented professional with a strong understanding of GAAP and ASC 842 standards, ready to lead, collaborate, and drive process improvements in a fast-paced environment.<strong> Interested? Contact Robyn at (707) 387-0299 to learn more!</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Manage all aspects of fixed asset and lease accounting, from acquisition to disposal</li><li>Ensure compliance with ASC 842 lease accounting standards</li><li>Reconcile, track, and report on owned and leased equipment</li><li>Prepare audit schedules and provide support during internal and external audits</li><li>Monitor capital expenditures to ensure alignment with approved budgets</li><li>Collaborate cross-functionally to enhance internal controls and streamline asset processes</li><li>Mentor and support the development of accounting team members</li><li>Identify opportunities for system improvements and process efficiencies</li><li>Deliver ad hoc financial analysis to support strategic business decisions</li></ul><p><br></p>
<p>We are looking for a dedicated Benefits and Wellness Administrator to join our team in Solano County, California. This role requires a proactive individual who can manage employee benefit programs and wellness initiatives while ensuring compliance with federal and state regulations. The ideal candidate will bring strong organizational skills, bilingual Spanish communication abilities, and a passion for fostering employee well-being.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the administration of employee benefit programs, including health, dental, vision, life insurance, disability, and retirement plans.</p><p>• Coordinate open enrollment processes, including updating systems and preparing communication materials.</p><p>• Process new enrollments, qualifying life events, and terminations within vendor systems.</p><p>• Manage the administration of time-off policies, leaves of absence, and accommodations in compliance with regulations.</p><p>• Develop and implement wellness programs that promote physical, mental, and financial health.</p><p>• Collaborate with vendors and internal teams to organize wellness events and track program participation.</p><p>• Research and compare competitors’ benefit plans to recommend improvements for organizational offerings.</p><p>• Ensure timely employer contributions and employee payroll deductions are accurately processed.</p><p>• Respond to unemployment claims and manage related documentation.</p><p>• Maintain compliance with federal and California state laws, including FMLA and other applicable regulations.</p>
<p>Director - Legal Non-profit</p><p><br></p><p>We are looking for a dedicated Director for a legal nonprofit to oversee operations and ensure compliance within a key legal program based in the San Francisco Bay Area. In this role, you will guide organizational processes, monitor financial performance, and foster collaboration with various stakeholders to achieve high-quality legal representation for indigent clients. The ideal candidate will have significant experience in criminal law and a proven ability to lead teams effectively.</p><p><br></p><p>Responsibilities:</p><p>• Ensure adherence to program contracts, applicable laws, organizational policies, and regulations, recommending updates to rules, procedures, or fee schedules to enhance operations and financial sustainability.</p><p>• Represent the organization in court, county, and inter-agency meetings, collaborating with stakeholders to improve services and legal outcomes for indigent clients.</p><p>• Monitor financial activities, including revenue and expenses, while analyzing monthly attorney fees and ensuring alignment with budgetary goals.</p><p>• Provide support to the advisory committee by fostering positive relationships with members, coordinating training resources, and responding to panel attorney inquiries.</p><p>• Develop and implement a mentoring program that pairs less experienced attorneys with highly skilled professionals, supporting skill advancement and career growth.</p><p>• Train, coach, and supervise staff to maintain efficient administrative operations, assisting with case referrals, billing processes, and timely attorney payments as needed.</p><p>• Identify and implement data collection systems and procedures that promote accuracy and optimize resource use.</p><p>• Coordinate peer and judicial evaluations, including courtroom observations, to maintain high standards of attorney performance.</p><p>• Address compliance issues effectively and consistently, ensuring resolutions align with organizational goals.</p>
<p>Our client is seeking a strategic and highly organized Legal Operations Manager to support their legal team in driving operational excellence, cross-functional collaboration, and compliance initiatives. This is a full-time ongoing contract role with potential for conversion. This person would need to be able to report on-site to their San Francisco office at least 2 times a week.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and coordinate Legal Team projects such as whistleblower program management, SOX compliance, training modules, corporate calendar oversight, CLM implementation, template development, policy updates, and audits.</li><li>Act as a liaison between Legal and other departments to ensure alignment, track requests, monitor progress, and manage deliverables.</li><li>Support corporate-level compliance initiatives in partnership with the General Counsel, Deputy General Counsel, and other key stakeholders.</li><li>Identify and implement process improvements to enhance Legal Team efficiency and cross-functional collaboration.</li><li>Manage vendor onboarding, billing, and budget tracking in coordination with the General Counsel.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Finance Associate – Tax Focus</strong></p><p><strong>Location:</strong> San Francisco, CA (Hybrid or Onsite)</p><p><strong>Industry:</strong> Venture Capital / Emerging Technologies</p><p> </p><p>A leading early-stage investment firm focused on frontier technologies is seeking a <strong>Finance Associate</strong> with a strong background in tax and fund operations. This is a high-impact role offering exposure to cutting-edge sectors including crypto and AI, while working closely with senior leadership on strategic financial initiatives.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Finance Associate will manage the full tax compliance lifecycle for multiple entities, support fund reporting and audits, and contribute to operational improvements. This role is ideal for a proactive, detail-oriented professional with deep tax expertise and a passion for emerging technologies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Tax Compliance & Strategy</strong></p><ul><li>Oversee tax compliance for funds, general partners, and management entities</li><li>Review tax returns, K-1s, foreign filings, and estimated tax calculations</li><li>Coordinate payments and manage relationships with external tax advisors</li><li>Conduct independent tax research and validate advisor recommendations</li><li>Respond to investor tax inquiries and lead ad-hoc research projects</li></ul><p><strong>Fund & Financial Operations</strong></p><ul><li>Review fund administrator reports and produce quarterly NAV reports</li><li>Support annual financial statement preparation and audit coordination</li><li>Track fund performance and investment valuations</li><li>Assist with capital calls, distributions, and AP management</li><li>Address finance-related investor inquiries and support strategic projects</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work at the intersection of finance and frontier technologies</li><li>Collaborate with experienced professionals and firm leadership</li><li>Contribute to innovative projects and operational optimization</li><li>Be part of a mission-driven firm shaping the future of digital finance</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
