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368 results in Cotati, CA

Property Administrator

San Francisco, CA
onsite
Temporary to Hire
24.7 - 28.6 USD / Hourly
We are looking for a detail-oriented Property Administrator to support affordable housing operations for a non-profit organization in San Francisco, California. This contract opportunity with permanent potential is ideal for someone who can balance compliance accuracy, resident-facing coordination, and day-to-day administrative support in a property management environment. The person in this role will help maintain occupancy records, support leasing activity, and contribute to reporting and audit readiness while ensuring adherence to housing regulations. Responsibilities: • Monitor resident files and occupancy records to help ensure compliance with applicable income restrictions, rent limits, and program guidelines. • Evaluate documentation for new residents and renewal certifications, confirming completeness and accuracy before final approval. • Track recertification timelines, audit milestones, and other compliance deadlines to keep required activities on schedule. • Prepare supporting materials for internal reviews, external audits, and routine reporting, and assist with updates to policies and operational documents. • Provide administrative support for leasing functions, including reviewing lease paperwork, coordinating background screening steps, and maintaining related records. • Communicate with residents, applicants, and internal teams to gather missing information, resolve documentation issues, and support a positive customer experience. • Maintain organized electronic and manual files within property management systems and standard office tools to support efficient recordkeeping. • Assist with outreach and marketing efforts that support occupancy goals while aligning with affordable housing requirements and fair housing standards.
2026-05-21T00:00:00Z

Legal Administrative Assistant

San Francisco, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
A prestigious San Francisco–based law firm is seeking a highly organized and detail-oriented Legal Administrative Assistant to support its busy practice groups. This contract-to-hire opportunity offers exposure to a large firm environment with a collaborative team and high-volume workflow. The ideal candidate is proactive, polished, and experienced in providing administrative and clerical support to attorneys in a fast-paced, deadline-driven setting. Key Responsibilities• Provide administrative support to attorneys, including calendar management, meeting scheduling, and travel coordination• Draft, format, and proofread legal documents, correspondence, and reports• Manage attorney calendars and monitor deadlines to ensure timely filings and deliverables• Handle document management, including filing (electronic and physical), scanning, and organization• Coordinate client communications, including scheduling calls and responding to inquiries• Assist with preparing materials for meetings, hearings, and client presentations• Support billing processes, including time entry, expense tracking, and invoice coordination• Maintain confidentiality of sensitive client and firm information• Order office supplies and coordinate with vendors as needed
2026-05-14T00:00:00Z

Sr. Accountant

Napa, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Senior Accountant to join our team in Napa, California. This role offers an opportunity to contribute to the financial health and accuracy of a dynamic wine organization. The ideal candidate will bring strong accounting expertise, attention to detail, and a proactive approach to managing financial records and processes. Responsibilities:• Perform account reconciliations to ensure accuracy and compliance with financial policies.• Oversee balance sheet reconciliations and address discrepancies promptly.• Conduct bank reconciliations and maintain accurate records of transactions.• Manage the general ledger and ensure entries are properly recorded.• Prepare and post journal entries to support month-end and year-end closing processes.• Collaborate with team members to complete month-end close procedures efficiently.• Utilize NetSuite and other accounting software to manage financial data effectively.• Analyze financial statements and provide insights to support decision-making.• Develop and implement process improvements for accounting tasks.• Assist in audits and ensure adherence to regulatory requirements.
2026-05-01T00:00:00Z

Accountant - Entry Level

San Francisco, CA
onsite
Temporary / Contract
25 - 32 USD / Hourly
We are looking for an entry-level Accountant to join our team on a Contract basis in San Francisco, California. This role supports external client accounts and is ideal for someone who is comfortable working with day-to-day bookkeeping, transaction processing, and client communication. The position offers the opportunity to contribute to accurate financial reporting while handling sensitive payment activity with professionalism and care. Responsibilities: • Maintain bookkeeping records for a portfolio of external client accounts and keep financial information current and organized. • Review, enter, and manage daily financial activity, including accounting entries across payables and receivables. • Coordinate and process invoice payments with a high level of accuracy and discretion when handling confidential financial details. • Assist with preparing financial statements and supporting schedules by compiling complete and reliable accounting data. • Communicate directly with clients to request documentation, clarify account activity, and gather information needed for accurate reporting. • Perform bank reconciliations and account reconciliations to identify discrepancies and help resolve outstanding items promptly. • Support accounts payable and accounts receivable functions by tracking transactions and ensuring records align with source documentation.
2026-05-22T00:00:00Z

Fund & Property Accountant at Top Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund & Property Accountant | Reputable Investment Firm | San Francisco; Hybrid A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams. This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives. Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support. Responsibilities<ul><li>Prepare monthly NAV packages and support financial reporting </li><li>Assist with property-level reporting and audits </li><li>Calculate investor allocations, capital calls, distributions, and performance metrics </li><li>Track fund liquidity, commitments, and capital activity </li><li>Support investor reporting, lender packages, and ad hoc requests </li><li>Partner cross-functionally with IR, tax, legal, and operations </li><li>Review property financials and transaction reporting </li><li>Respond to investor, auditor, and internal inquiries </li><li>Support valuation reviews with investment teams </li><li>Contribute to process improvements and system enhancements </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Content Writer

Walnut Creek, CA
remote
Temporary / Contract
45 - 50 USD / Hourly
We are looking for a skilled Content Writer to help shape digital experiences for several behavioral health brands. This Long-term Contract position will focus on creating clear, engaging web and editorial content that speaks effectively to healthcare audiences while reflecting each brand’s unique identity. The role calls for someone who can combine strategic thinking with strong execution to turn complex subject matter into accessible, audience-centered messaging. Responsibilities:• Create original website copy for multiple behavioral health brands, adapting messaging to suit different audiences and brand identities.• Develop core messaging frameworks, content themes, and value propositions that strengthen each brand’s market presence.• Maintain a consistent editorial approach by refining tone, style, and voice across digital and marketing materials.• Write long-form articles, thought leadership pieces, and storytelling content that builds credibility and audience engagement.• Align messaging across websites, campaigns, and other communication channels to support a cohesive brand experience.• Produce organic social media content that reflects campaign goals and reinforces established brand voice.• Partner with marketing, creative, and leadership stakeholders to deliver content that supports broader communications initiatives.• Translate specialized healthcare and behavioral health topics into language that is clear, informative, and easy for target audiences to understand.
2026-05-20T00:00:00Z

Office Manager

Alameda, CA
onsite
Temporary to Hire
33.25 - 38.5 USD / Hourly
Role DetailsResponsibilities:1. Administrative Work· Work hours: Monday-Friday· Attend monthly board meetings after hours (hybrid format).2. Key Office Tasks· Address maintenance issues.· Manage owner relationships and receivables.3. Weekly Duties· Ensure the association remains within budget.· Prepare for board meetings, including creating packets.· Follow public meeting rules and documentation standards.· Enforce community standards and rules compliance. Profile Requirements:· Desired candidates should come from an administrative environment and have experience in corporate structures, policy, and procedures.· Candidates should ideally have executive-level skills capable of maintaining momentum in operations.· Avoid hiring individuals from management companies with structures incompatible with the organization’s needs. Organizational Details· The Homeowner’s Association is a 52-year-old organization overseeing 25 acres of large courtyards. Members own individual homes.· Current staff: 8 day workers.· Systems in use: HOA Assist (bookkeeping), Vanica, and payroll managed through ADP. Major Projects in Progress· Three significant construction projects currently underway. Hiring Process· Interviews will include: GM and Board Member The Association, a large-scale homeowners association with 438 homes, a clubhouse and pool located on approximately 25+/- acres located in Alameda, California, is seeking a highly motivated and experienced Assistant Manager. The Assistant Manager will work closely with the General Manager to manage budgets, oversee accounts receivable, enforce covenants, manage projects, and handle additional tasks as assigned.Key Responsibilities Owner Relations:Serve as a primary point of contact for homeowners, addressing concerns, answering questions, and facilitating positive interactions.Assist in organizing and attending community meetings, including Board meetings and special Maintain open communication with homeowners to ensure transparency and foster a sense of community.Communicate effectively while engaging in working relationships.Be accountable to help with resident and homeowner requests in a timely and professional manner. Budget Management:Assist in the development and management of the annual budget in collaboration with the General Manager.Monitor and control expenses to ensure adherence to the approved budget. Accounts Receivable:Assist with the oversight of the collection of assessments and other dues from homeowners.Manage the accounts receivable process, including tracking payments and following up on delinquent accounts.Work with legal counsel on lien filings and other collection actions as necessary.
2026-05-21T00:00:00Z

Project Manager

Oakland, CA
remote
Temporary / Contract
45 - 50 USD / Hourly
We are seeking a highly organized, people-oriented Project Manager to join a collaborative team supporting enterprise-wide initiatives across technology, learning, and digital transformation efforts. The ideal Project Manager candidate is proactive, adaptable, and thrives in a fast-paced environment where they can help drive projects from concept through completion while supporting stakeholders across multiple teams. This Project Manager Role is a fully remote Opportunity for a Non-Profit out of California. This Project manager Role is a contract position for about 5-6 months. Key Responsibilities<ul><li>Manage multiple cross-functional projects from initiation through completion</li><li>Coordinate timelines, deliverables, stakeholder communication, and project documentation</li><li>Partner with leadership and internal teams to ensure projects stay on track and aligned with business goals</li><li>Lead project meetings, provide status updates, identify risks/issues, and drive action items to completion</li><li>Support ongoing SharePoint and Office 365 initiatives, including recently launched platforms and enhancements</li><li>Assist with website revamp projects focused on improving user experience and functionality based on customer feedback</li><li>Collaborate with consultants, technical teams, and business stakeholders to ensure successful project execution</li><li>Support organizational initiatives involving Salesforce AI and Microsoft Copilot implementations</li><li>Utilize project management tools such as Asana, Wrike, or similar platforms to manage workflows and priorities</li><li>Help improve processes, communication, and overall project efficiency across departments</li></ul>
2026-05-18T00:00:00Z

Senior Accountant

Lafayette, CA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for an experienced Senior Accountant to join our team in Lafayette, California. In this role, you will play a key part in ensuring accurate financial reporting and maintaining the integrity of accounting records. Your expertise will contribute to the smooth execution of month-end processes and reconciliation tasks. Responsibilities:• Complete detailed account reconciliations and analyses, promptly resolving discrepancies and ensuring timely entry of all transactions.• Maintain compliance with GAAP and understand key accounting standards such as ASC 606 and ASC 842.• Support month‑end and year‑end close activities, including monthly reconciliation and analysis.• Assist with annual audit preparation by creating schedules, addressing auditor requests, and coordinating with external audit teams.• Identify and support improvements to balance sheet reconciliation processes.• Participate in ad‑hoc projects and perform other assigned duties.
2026-05-22T00:00:00Z

Attorney/Lawyer

San Francisco, CA
onsite
Permanent / Full Time
160000 - 250000 USD / Yearly
A reputable and distinguished real estate firm is seeking a Transactional Real Estate Associate to join their team. This opportunity is ideal for a detail-oriented and committed professional with 4+ years of experience managing complex transactions, including acquisitions, dispositions, leasing, and financing. The firm prides itself on fostering a collaborative work environment, offering hybrid remote flexibility, and providing opportunities to work on high-profile projects that impact the local community. This role also offers a clear path for long-term career growth. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Draft, negotiate, and review legal documents for commercial real estate transactions, such as purchase and sale agreements, leases, financing contracts, and joint venture agreements.• Oversee due diligence processes, including reviewing title, surveys, and zoning compliance, to identify and mitigate potential risks.• Coordinate and lead transaction closings, ensuring smooth execution by collaborating with clients, opposing counsel, and internal teams.• Advise clients on strategies for real estate development, acquisitions, dispositions, and leasing activities.• Structure deals effectively and manage complex negotiations to achieve client objectives.• Provide guidance on compliance with legal and regulatory requirements related to real estate projects.• Collaborate closely with partners and clients to deliver tailored solutions for sophisticated real estate matters.• Stay informed about industry trends and local market dynamics to offer strategic advice.• Manage multiple projects and deadlines efficiently, ensuring high-quality results.
2026-05-12T00:00:00Z

Paralegal

San Francisco, CA
remote
Permanent / Full Time
90000 - 160000 USD / Yearly
We are looking for an experienced and detail-oriented Real Estate Paralegal to join an established team in San Francisco, California. This role focuses on supporting commercial real estate transactions, including title and survey reviews, lease summaries, and closing coordination. If you thrive in a dynamic environment and enjoy working on complex projects, this position offers an excellent opportunity to grow your career. This role can be primarily REMOTE as long as the candidate resides in California, Colorado, and/or Texas. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans. Responsibilities:• Conduct thorough reviews and analyses of title and survey documents to identify and address issues, negotiating revisions as needed.• Prepare and draft transaction-related documents, including leases, estoppels, SNDAs, and loan agreements.• Coordinate and manage closing activities, including collecting and delivering signatures, preparing closing instructions, and liaising with escrow and title companies.• Assist in the formation of entities, drafting operating agreements, and obtaining relevant certificates and good standing documentation.• Summarize and maintain timelines for critical events in purchase and sale agreements to ensure deadlines are met.• Handle due diligence reviews and manage post-closing activities, including the collection and distribution of transaction materials and preparation of closing binders.• Collaborate on finance-related tasks such as loan modifications, title work, and documentation for real estate financing.• Incorporate online tools to enhance efficiency and accuracy in workflow management.• Provide training and guidance to new staff and attorneys on processes and best practices.• Support administrative tasks, including updating case files, organizing documents, and managing mailings and scanning.
2026-05-13T00:00:00Z

Attorney/Lawyer

Oakland, CA
onsite
Permanent / Full Time
160000 - 300000 USD / Yearly
Midsized law firm is seeking an Attorney to join our Trial & Litigation team in Oakland, California. This role is focused on eminent domain cases, requiring a strong background in valuation analysis, litigation strategies, court filings, and trial preparation. The ideal candidate will bring expertise in real estate law and civil litigation, with a proven ability to handle complex cases. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Develop litigation strategies and manage eminent domain cases from inception to resolution.• Conduct thorough valuation analyses and prepare comprehensive case arguments.• Draft and file motions, briefs, and other legal documents to support case proceedings.• Manage discovery processes, including depositions and evidence review.• Represent clients in court hearings and trials, ensuring effective advocacy.• Collaborate with colleagues to refine case strategies and optimize outcomes.• Stay updated on laws and regulations related to eminent domain and real estate litigation.• Provide legal counsel and guidance to clients throughout the litigation process.• Prepare and deliver high-quality writing samples as required for case documentation.• Ensure compliance with all procedural and ethical standards in litigation practice.
2026-05-12T00:00:00Z

Legal Secretary

Emeryville, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a skilled Legal Secretary to join our team in Emeryville, California. In this role, you will support our legal professionals in managing litigation cases, ensuring smooth coordination of administrative and legal processes. The ideal candidate will bring extensive experience in litigation and e-filing, along with a proactive approach to organizational and communication tasks. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans. Responsibilities:• Prepare and format legal documents and pleadings for submission in state and federal courts through e-filing systems.• Maintain and monitor case calendars, ensuring all deadlines and court appearances are accurately tracked.• Organize and manage both physical and electronic case files, including discovery materials and correspondence.• Draft, proofread, and finalize legal correspondence, including letters and memoranda.• Coordinate with attorneys, clients, and court staff to update case statuses and ensure procedural compliance.• Assist in trial preparation by compiling exhibits, creating witness lists, and assembling trial binders.• Schedule and organize meetings, depositions, and conference calls, as well as arrange travel plans when necessary.• Respond promptly to attorney and client inquiries, proactively managing workflows to meet critical deadlines.
2026-05-13T00:00:00Z

Attorney/Lawyer

Napa, CA
onsite
Permanent / Full Time
120000 - 190000 USD / Yearly
We are looking for an experienced Business Attorney to join an established and reputable legal team in Napa, California. This role offers the opportunity to work on a variety of sophisticated business transactions, providing tailored and effective legal solutions to clients ranging from regional businesses to multinational corporations. The ideal candidate will bring a wealth of expertise in corporate law and a commitment to delivering exceptional client service. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Provide legal counsel on business formation, transaction structuring, and compliance with relevant regulations.• Draft, review, and negotiate contracts, shareholder agreements, and other legal documents.• Assist clients in mergers and acquisitions, securities offerings, and private placements.• Collaborate with estate planning professionals on succession planning matters.• Conduct analysis of debt structures and advise on banking and credit facilities.• Develop practical solutions to complex legal challenges for clients in various industries.• Represent clients at local, national, and international levels in business-related matters.• Ensure compliance with corporate governance standards and regulatory requirements.• Support clients in the development of equity incentive plans and other financial agreements.• Stay updated on legal trends and apply insights to improve client outcomes.
2026-05-12T00:00:00Z

Office Manager

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Job OverviewWe are looking for an organized and proactive Office Manager to oversee daily office operations, administrative staff, and workplace efficiency.Job Description<ul><li>Manage office operations, supplies, vendors, and facilities coordination</li><li>Supervise administrative support staff and assign responsibilities</li><li>Develop and maintain office procedures and workflows</li><li>Coordinate meetings, events, and internal communications</li><li>Monitor budgets, invoices, and office-related expenses</li><li>Support leadership with operational and administrative needs</li></ul>
2026-05-08T00:00:00Z

Staff Accountant

Berkeley, CA
onsite
Temporary / Contract
35 - 45 USD / Hourly
We are seeking a detail-oriented and motivated Staff Accountant with NetSuite Experience to join our accounting team. In this role, you will be responsible for assisting with various accounting operations to ensure the accuracy of financial records and compliance with regulations. The ideal candidate has solid accounting knowledge, proficiency with NetSuite ERP, and a problem-solving mindset. Responsibilities: <ul><li>Manage and maintain accurate financial transactions, including entries in NetSuite (Source: Robert Half, Job Description Best Practices, Context: MC24 Job Search Guide US eBook.pdf). </li><li>Assist with monthly, quarterly, and annual closing procedures, including account reconciliations and financial reporting. </li><li>Collaborate with cross-functional teams to maintain proper system integrations between NetSuite and other business systems. </li><li>Monitor accounts payable and receivable, ensuring timely payments and collections. </li><li>Perform variance analysis on general ledger accounts and investigate discrepancies. </li><li>Prepare and analyze financial statements in compliance with GAAP standards. </li><li>Support the audit process by providing requested documentation and schedules. </li><li>Assist with implementing process improvements and best practices to enhance accounting workflow and efficiency. </li><li>Maintain compliance with tax filings, regulations, and internal controls. </li></ul>
2026-05-15T00:00:00Z

Desktop Support Analyst

Alameda, CA
onsite
Temporary / Contract
30 - 34 USD / Hourly
We are looking for a skilled Desktop Support Analyst I to join our team in Alameda, California. This Desktop Support Analyst long-term contract position offers an excellent opportunity to provide technical support and ensure seamless operations across various systems and technologies. The ideal Desktop Support candidate will have expertise in troubleshooting and configuring hardware and software while delivering exceptional customer service. The Desktop SupportAnalyst role is for a long term contract and is an onsite position out of Alameda, Ca. Responsibilities:• Provide technical support for Android devices, Apple products, and other hardware systems.• Manage Active Directory accounts and permissions to ensure secure access.• Configure and deploy EO/IR systems to meet operational requirements.• Perform database management tasks, including updates and maintenance.• Assist with hardware installations and configuration management processes.• Support software deployments and ensure compatibility across systems.• Deliver prompt and effective solutions to end-user concerns.• Document technical procedures and resolutions to maintain a knowledge base.• Collaborate with team members to improve system efficiency and reliability.
2026-05-20T00:00:00Z

Contract Accountant

Oakland, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
Our company is seeking a skilled Accountant for a contract role with hands-on experience in NetSuite. This is an excellent opportunity to support our accounting operations and drive process improvements during a critical period. Candidates must be detail-oriented, collaborative, and capable of working independently in a fast-paced environment. Responsibilities: Perform daily and monthly accounting functions, including general ledger entries, reconciliations, and financial reporting. Oversee transactional accounting in NetSuite: accounts payable, accounts receivable, invoice processing, and bank reconciliations. Assist with month-end and year-end closing processes, ensuring accuracy and compliance with accounting standards. Support budgeting, forecasting, and variance analysis initiatives. Generate and analyze financial statements, identifying discrepancies and proposing corrections. Collaborate with cross-functional teams to improve workflows and optimize NetSuite utilization. Ensure compliance with internal controls and regulatory requirements. Respond to ad-hoc accounting requests as needed.
2026-05-22T00:00:00Z

Attorney/Lawyer

Oakland, CA
onsite
Permanent / Full Time
100000 - 200000 USD / Yearly
Growing midsized firm is seeking a dedicated Attorney to join their team in Oakland, California. Their firm is committed to delivering exceptional legal services and innovative solutions to our clients while fostering a collaborative and supportive work environment. This role offers flexibility in work arrangements, opportunities for growth, and a chance to work with diverse clients, including public agencies, self-insured employers, and insurers. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Represent clients in civil litigation and workers' compensation cases, ensuring high-quality legal service.• Draft motions, pleadings, and other legal documents with precision and attention to detail.• Conduct comprehensive legal research to support case strategies and provide informed counsel.• Collaborate with colleagues and legal support staff to manage case files effectively within a paperless system.• Communicate clearly and effectively with clients, opposing counsel, and stakeholders.• Develop and implement case strategies that align with client objectives and legal standards.• Participate in training programs and stay updated on relevant legal developments.• Meet reasonable billable requirements and contribute to the firm's success through performance-based initiatives.• Maintain membership in good standing with the California State Bar.• Utilize strong analytical skills to assess case details and provide strategic solutions.
2026-05-12T00:00:00Z

Senior Client Service Associate | East Bay Firm

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-05-15T00:00:00Z

Tax Manager - Public

San Rafael, CA
onsite
Permanent / Full Time
150000 - 190000 USD / Yearly
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. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• 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.
2026-04-24T00:00:00Z

Front Desk Coordinator

Alamo, CA
onsite
Temporary to Hire
27 - 29 USD / Hourly
We are looking for a Front Desk Coordinator to support daily front office and administrative operations for a health insurance organization in Alamo, California. This contract-to-hire opportunity is ideal for someone who enjoys creating a welcoming experience, keeping office functions organized, and handling a steady flow of calls, documents, and service requests with professionalism. The role works on-site five days per week and plays an important part in keeping communication, facilities coordination, and workplace support running smoothly. Front Desk Coordinator Responsibilities:• Serve as the first point of contact for incoming calls, managing the phone queue through Microsoft Teams and directing inquiries to the appropriate team members.• Review incoming faxed documents, determine the correct internal destination, and distribute materials promptly and accurately.• Coordinate outbound and inbound shipping activities, including preparing packages and providing general administrative support for delivery needs.• Monitor office inventory levels and replenish workplace supplies to ensure staff have the materials needed for daily operations.• Maintain and update content on digital display platforms, including creating, editing, and uploading information as needed.• Keep facility and administrative information current on the company intranet so employees can easily access accurate resources.• Process employee identification card requests and arrange shipment to employees in a timely manner.• Assist with building-related service needs and provide support to facilities leadership when coverage or additional help is required.• Take on additional clerical and administrative assignments that support smooth office and departmental operations. If you are interested in this Front Desk Coordinator opportunity, please apply today!
2026-05-22T00:00:00Z

Sales Analyst

Lafayette, CA
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives. Responsibilities:• Conduct research to identify potential leads and compile prospecting lists for the business development team.• Assist in the creation of sales proposals, presentations, and responses to client inquiries.• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.• Develop and implement strategies to optimize sales workflows and enhance team productivity.• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.• Maintain accurate documentation of sales activities, business development progress, and operational processes.• Identify areas for improvement within sales operations and propose solutions to streamline efforts.• Provide support in post-sales activities, including quoting and follow-up.• Prepare executive-level presentations to communicate sales performance and strategic objectives.
2026-05-15T00:00:00Z

Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
135000 - 165000 USD / Yearly
We are looking for an experienced Accounting Manager to join our team in San Francisco, California. In this role, you will oversee essential accounting functions, ensuring accurate and timely financial reporting while maintaining compliance with relevant regulations. This position requires strong analytical skills and attention to detail, as you will play a key role in managing month-end processes and audits. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Manages and supports the accounting team, including hiring, training, and performance reviews.</li><li>Oversees daily billing, collections, A/R, and A/P activities.</li><li>Supports the Controller and ensures deadlines and quality standards are met.</li><li>Creates a positive, team-focused work environment and coordinates staff matters with HR.</li><li>Maintains and improves accounting policies, procedures, and internal controls.</li><li>Trains staff firm-wide on accounting processes and systems.</li><li>Handles daily banking activities, including deposits, transfers, and wires.</li><li>Assists with reconciliations, journal entries, and month-end and year-end close.</li><li>Provides hands-on support, resolves system issues, and helps with software upgrades and automation.</li></ul>
2026-05-20T00:00:00Z

Head of Finance and Accounting for Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
250000 - 350000 USD / Yearly
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration. A growing private equity real estate investment firm is seeking a strategic and hands-on Head of Finance & Accounting to lead the firm’s financial operations, reporting infrastructure, and fund accounting function.This leadership role will oversee accounting, financial reporting, treasury, compliance, investor reporting, and operational finance across multiple real estate funds and affiliated entities. The position offers high visibility with ownership and broad exposure across fund operations, corporate finance, and investment activity. Responsibilities<ul><li>Lead accounting and financial operations for multiple private equity real estate funds and the management company</li><li>Oversee fund accounting, capital calls, distributions, waterfalls, and investor allocations</li><li>Manage quarterly and annual investor reporting</li><li>Coordinate audits, tax processes, and external service providers</li><li>Oversee treasury management, cash flow forecasting, banking relationships, and compliance</li><li>Build and improve scalable processes, workflows, and internal controls</li><li>Partner with investment and asset management teams on acquisitions, refinancing, and strategic initiatives</li><li>Manage and mentor a small accounting team while remaining highly hands-on</li></ul>
2026-05-15T00:00:00Z

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