We are looking for a detail-oriented Receptionist to support daily front-desk operations in California. This long-term contract position is ideal for someone who is comfortable managing a busy phone line, welcoming visitors, and handling confidential information with discretion. The right candidate will bring strong communication skills, sound judgment, and an experienced approach to administrative support in a detail-oriented office environment.<br><br>Responsibilities:<br>• Greet guests and staff in a courteous manner while creating an organized and detail-oriented front-desk experience.<br>• Answer and direct incoming calls using a multi-line phone system, ensuring messages are accurate and routed promptly.<br>• Support day-to-day administrative activities such as managing incoming requests, tracking priorities, and assisting with assigned office tasks.<br>• Prepare, organize, and safeguard sensitive documents and information in accordance with confidentiality expectations.<br>• Coordinate with leadership and client contacts to provide updates on assignments, timelines, and service-related concerns.<br>• Assist with additional projects as business needs evolve and help maintain smooth office operations.<br>• Monitor the reception area to ensure visitors are assisted efficiently and internal teams receive timely support.
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><br></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment. The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul><p><br></p>
<p>Anisa Henry is partnered with a growing, client-focused wealth management firm seeking an <strong>Associate Wealth Architect</strong> to support the delivery of comprehensive financial planning and wealth management services. This opportunity is ideal for someone who enjoys building meaningful client relationships, simplifying complex financial concepts, and contributing to clients' long-term financial success.</p><p><br></p><p>The firm fosters a collaborative, team-oriented culture centered on integrity, service excellence, continuous learning, and professional growth. Team members are encouraged to develop their expertise while making a meaningful impact on both clients and colleagues.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with senior advisors in a team-based advisory environment, gaining exposure to a variety of planning and client engagement approaches.</li><li>Participate in client meetings, gather financial and personal information, develop financial plans, and assist in presenting recommendations.</li><li>Work cross-functionally with advisory, investment, and client service teams to support all aspects of the wealth management process.</li><li>Collect and organize client financial information, goals, and objectives.</li><li>Analyze and review financial documents to support planning recommendations.</li><li>Assist in preparing financial plans, investment policy statements, and portfolio review materials.</li><li>Support the implementation and ongoing monitoring of client financial strategies, including coordination with external professional advisors when appropriate.</li><li>Prepare client communications, presentations, and meeting materials.</li><li>Maintain and update client, prospect, and advisor records within firm systems.</li><li>Assist with technology initiatives, operational enhancements, and workflow improvements.</li><li>Support document management and process optimization efforts.</li></ul><p><br></p>
<p>Robert Half Management Resources is looking for an experienced payroll manager to oversee large-scale payroll operations for one of our clients on an interim basis. This is a high-visibility, hands-on leadership role designed for an operational expert who thrives in high-volume, complex environments and excels at day-to-day execution and process improvement.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Manage and mentor a team of payroll specialists, fostering a culture of accuracy, accountability, and continuous professional development.</p><p>• Oversee the end-to-end processing and execution of US payroll for a massive population (100K+ employees), ensuring flawless execution, compliance, and timeliness across pay cycles.</p><p>• Drive the daily leverage and optimization of Workday Payroll, ensuring system capabilities are fully utilized to streamline workflows, auditing, and reporting.</p><p>• Ensure strict adherence to federal, state, and local payroll tax regulations, healthcare-specific labor requirements, and internal audit controls.</p><p>• Serve as the primary operational contact for key partners across HR, Finance, and Enterprise Systems to ensure alignment and resolve operational inquiries promptly.</p><p>• Identify operational bottlenecks, streamline day-to-day workflows, and implement scalable best practices to modernize and stabilize payroll delivery.</p>
We are looking for an experienced Director of Fund Accounting to provide finance and accounting leadership for a private equity real estate investment platform in San Francisco, California. This Long-term Contract opportunity is well suited to a hands-on, detail-oriented individual who can oversee fund and management company accounting while supporting accurate reporting, cash oversight, and close activities. The position will also guide a fund accounting resource and help maintain strong financial operations across the organization.<br><br>Responsibilities:<br>• Lead the full accounting function for private equity real estate funds and the related management company, ensuring accurate and timely financial operations.<br>• Oversee month-end and period-end close activities, including review of journal entries, reconciliations, and supporting schedules.<br>• Prepare and review financial statements, investor reporting materials, and other fund-level reporting deliverables for completeness and accuracy.<br>• Monitor cash activity, liquidity needs, and capital flows to support informed financial decision-making across the investment platform.<br>• Supervise and mentor the fund accountant, providing direction, quality control, and support for day-to-day accounting work.<br>• Coordinate capital activity processes, including contributions, distributions, and related accounting records.<br>• Partner with leadership and cross-functional stakeholders to strengthen accounting processes, reporting workflows, and business system utilization.<br>• Support audit, tax, and compliance-related requests by organizing documentation and responding to information needs in a timely manner.
<p><strong>Contract to Hire Role - 100% on-site in Livermore, CA</strong></p><p><strong>Senior HR Generalist</strong> - Sole HR Person for the Organization</p><p><strong>Bilingual in English/Spanish highly preferred. </strong></p><p>We are looking for an experienced Sr. HR Generalist to support a dynamic organization in Livermore, California. This role will lead essential human resources activities across employee support, compliance, recruiting, benefits, and payroll. The ideal candidate brings broad HR expertise, sound judgment, and the ability to work independently while building strong partnerships across the business.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day human resources activities for a workforce of approximately 100 employees, ensuring smooth and effective HR service delivery.</p><p>• Review, refine, and maintain HR policies, internal procedures, handbook content, and other core documentation to keep programs current and consistent.</p><p>• Monitor adherence to employment regulations and HR standards at the federal, state, and local levels, with particular attention to California requirements.</p><p>• Oversee employee records, HR data accuracy, reporting, and supporting documentation to maintain reliable and organized personnel information.</p><p>• Guide employees and managers through key stages of the employment lifecycle, including hiring, onboarding, job changes, leave events, and separations.</p><p>• Advise leadership on workforce planning, employee engagement efforts, performance concerns, corrective action, and policy interpretation.</p><p>• Manage end-to-end recruitment activities across departments, including candidate coordination, interview scheduling, offer administration, and pre-employment onboarding steps.</p><p>• Administer benefits and leave programs, serve as a point of contact for vendors and brokers, and support annual enrollment and employee education activities.</p><p>• Process or supervise payroll updates related to hires, departures, compensation changes, and deductions while coordinating with payroll and finance contacts to resolve issues.</p>
We are looking for a Benefits Analyst to join our team on a contract basis. This role will focus on delivering accurate, timely benefits administration for a diverse employee population, including a significant union-represented workforce. The ideal candidate brings strong knowledge of employee benefit programs, a service-oriented approach, and the ability to manage enrollment activity, billing review, and employee support with a high level of accuracy.<br><br>Responsibilities:<br>• Oversee daily benefits administration for approximately 950 employees, handling new enrollments, eligibility updates, life event changes, coverage elections, and terminations.<br>• Coordinate the annual open enrollment cycle, including employee outreach, election tracking, and timely completion of required actions during the enrollment period.<br>• Guide employees through available benefit offerings and ensure they understand plan choices, deadlines, and enrollment requirements.<br>• Proactively contact employees with incomplete or missing benefit selections to help finalize accurate elections within established timeframes.<br>• Deliver responsive support on benefits-related inquiries, explaining eligibility rules, coverage details, and next steps in a clear and thorough manner.<br>• Review and reconcile monthly carrier invoices against enrollment records and payroll data, resolving discrepancies to maintain accurate billing.<br>• Support administration across a range of benefit programs, including medical, dental, vision, life, disability, retirement, and other employer-sponsored plans in both fully insured and self-funded environments.<br>• Handle benefits processes tied to union employee groups, including coordination with applicable union plans, pension-related matters, and dues-related requirements.<br>• Assist with audits, reporting, data validation, and other benefits administration projects, including work within ADP Workforce Now when applicable.
We are looking for a Quality Compliance Specialist to join a Contract assignment supporting quality and regulatory activities in Petaluma, California. This role blends compliance coordination, administrative support, and project-based work in a hybrid environment, making it well suited for someone who is organized, proactive, and comfortable improving processes. The ideal candidate brings experience with regulated products, strong documentation habits, and the technical confidence to manage information accurately while partnering with internal teams.<br><br>Responsibilities:<br>• Coordinate day-to-day quality and compliance activities to help maintain accurate records, timely follow-up, and consistent execution of required tasks.<br>• Support coverage for a leave of absence by completing cross-training, learning current workflows, and ensuring continuity across compliance-related operations.<br>• Maintain organized documentation, track open items, and capture guidance clearly so information can be referenced without repeated follow-up.<br>• Partner with internal stakeholders to monitor regulatory and quality requirements associated with product distribution, including compliance considerations for yeast-related products.<br>• Contribute to administrative and project coordination work by managing schedules, status updates, and task ownership across multiple priorities.<br>• Identify opportunities to strengthen existing procedures and recommend practical improvements that increase consistency and efficiency.<br>• Use business systems and digital tools effectively to manage records, reporting, and workflow updates in a hybrid work setting.<br>• Serve as a reliable point of contact for compliance support, escalating issues appropriately and helping teams stay aligned with established processes.
<p>Our team is hiring an Accounts Payable Specialist for our Full-Time Engagement Professionals practice. This role supports client projects and interim staffing needs while providing continuity and the option to re-engage talent for future needs. You will handle daily accounts payable/receivable tasks, maintain accurate financial records, and ensure vendors are paid on time. </p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process a high volume of vendor invoices accurately and in a timely manner.</li><li>Review invoices for proper approval, coding, and supporting documentation.</li><li>Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</li><li>Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</li><li>Maintain vendor records, including W-9s, payment instructions, and account updates.</li><li>Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</li><li>Support month-end close by preparing AP accruals, reconciliations, and related reports.</li><li>Assist with process improvement initiatives, audit support, and special accounting projects as needed.</li><li>Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</li></ul>
<p>Join Robert Half's Full-Time Engagement Professionals (FTEP) practice as an Accounting Clerk. Build your experience by supporting diverse client projects across accounts payable, accounts receivable, billing, collections, and general accounting. We're seeking candidates with intermediate Excel skills, strong attention to detail, and a degree in accounting, finance, or a related field.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support AP, AR, billing, collections, and daily accounting operations.</li><li>Process invoices, post payments, and maintain vendor and customer accounts.</li><li>Generate invoices, review aging reports, and follow up on past-due balances.</li><li>Reconcile accounts, research discrepancies, and maintain accurate records.</li><li>Perform high-volume data entry with accuracy and efficiency.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries professionally.</li><li>Maintain documentation, support month-end close, and use Excel for reporting and analysis.</li><li>Adapt quickly to new client systems and processes while providing quality support.</li></ul>
Robert Half and Protiviti operate one of the most advanced Salesforce ecosystems in professional services. We don't simply administer Salesforce—we leverage it as a core component of a hybrid cloud architecture connecting Sales Cloud, Azure, and enterprise platforms at scale. We are seeking a Salesforce Technical Architect to own the platform end-to-end and lead a distributed team of 10+ engineers across the U.S. and India. This is a hands-on architecture leadership role responsible for technical strategy, engineering standards, and key platform decisions. You will also lead major initiatives including Salesforce Data 360 (CDP), Agentforce expansion, and AI-enabled data and automation capabilities. What You'll Do Architecture & Platform Leadership Define when to leverage native Salesforce capabilities versus Azure-based Node.js or Python services. Design and oversee scalable integrations between Salesforce and internal or third-party systems using event-driven and near real-time architectures. Lead the implementation and evolution of Salesforce Data 360, Agentforce, and AI-powered data pipelines. Develop secure, scalable architectural patterns that support growth while maintaining governance and platform integrity. Proactively manage platform health using Salesforce Health Check and Optimizer. Engineering Governance & Quality Serve as the final authority for architecture reviews and technical design decisions. Establish engineering standards for a global development organization. Embed security, testing, and compliance throughout the SDLC. Implement automated quality gates including code reviews, testing, and security scanning. Enable teams to move quickly through strong frameworks, tooling, and automation. CI/CD & Automation Advance Python-driven CI/CD pipelines and support reliable deployments. Automate key SDLC processes including testing, security review, and release management. Drive a culture of continuous delivery and engineering excellence. Team Leadership & Delivery Mentor and lead senior and entry level engineers across multiple locations. Guide development of scalable Salesforce solutions using Apex, LWC, Flows, and platform capabilities. Design and support APIs, integrations, and automation solutions using Azure, Node.js, Python, and cloud-native services. Build and manage enterprise data pipelines supporting Salesforce and Data 360. Define integration standards and data contracts across enterprise platforms. Lead expansion of Agentforce capabilities and AI-powered employee experiences. Drive adoption of Einstein Copilot, predictive analytics, and generative AI within marketing and sales workflows. Partner with product, business, and data teams to deliver scalable solutions and technical direction.
<p><strong>Accounts Payable Clerk</strong></p><p>The Accounts Payables Clerk is responsible for supporting day-to-day accounts payable functions by processing invoices, maintaining vendor records, and assisting with timely and accurate payments. In a mid-sized company, this role often works closely with accounting, purchasing, and operations teams to help ensure invoice accuracy, proper approvals, and organized financial records. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Review, sort, and enter vendor invoices into the accounting system. Based on general knowledge.</li><li>Match invoices to purchase orders, receipts, and supporting documentation. Based on general knowledge.</li><li>Verify coding, approvals, and payment terms before processing. Based on general knowledge.</li><li>Assist with check runs, ACH payments, wire transfers, and other vendor disbursements. Based on general knowledge.</li><li>Reconcile vendor statements and help resolve billing discrepancies. Based on general knowledge.</li><li>Maintain accurate vendor files, payment records, and AP documentation. Based on general knowledge.</li><li>Respond to vendor inquiries regarding invoice status and payments. Based on general knowledge.</li><li>Support month-end closing activities and audit requests related to accounts payable. Based on general knowledge.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Controller | Private Equity Firm | Burlingame</strong></p><p> </p><p>Join a <strong>growing private equity firm</strong> that partners with founder-owned businesses across technology and services. Reporting directly to the <strong>CFO</strong>, this is a highly visible leadership role with broad exposure across <strong>fund accounting, management company accounting, financial reporting, valuations, investor relations, and firm operations</strong>.</p><p> </p><p>This is an excellent opportunity for an experienced finance professional who wants to be more than a traditional fund accounting leader. You'll work closely with <strong>senior leadership and investors</strong>, help develop the accounting team, and play an important role in the firm's continued growth and <strong>future fund initiatives</strong>. The position offers <strong>strong compensation + bonus potential</strong> and meaningful long-term career upside.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner directly with the <strong>CFO</strong> across fund and management company finance </li><li>Oversee <strong>financial reporting and accounting operations </strong></li><li>Mentor and ultimately manage members of the accounting team </li><li>Partner with legal, investor relations, and senior leadership </li><li>Support <strong>valuations</strong> and other front-office initiatives </li><li>Participate in <strong>operational due diligence </strong></li><li>Respond to investor inquiries and interact directly with <strong>LPs </strong></li><li>Research complex accounting and operational matters and drive solutions </li><li>Support firm growth and <strong>future fund launches </strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration:</strong> September 21st – January 8th</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong> </strong></p><p><strong>Stockroom & Merchandise Operations</strong></p><ul><li>Support daily stockroom organization and operational efficiency</li><li>Pull, prepare, inspect, and repackage customer merchandise accurately and professionally</li><li>Label and stage customer purchases and pickup orders as needed</li><li>Support merchandise replenishment and product movement throughout the store</li><li>Maintain organized stock areas, aisles, carts, and operational workspaces</li><li>Assist with maintaining inventory accuracy and operational readiness</li></ul><p><br></p><p><strong>Customer Support</strong></p><ul><li>Assist with customer pickups and carry-outs in a professional and service-focused manner</li><li>Support customers and sales associates with product retrieval and operational assistance</li><li>Contribute to a smooth, organized, and positive customer experience throughout the store</li></ul><p><br></p><p><strong>Team & Operational Support</strong></p><ul><li>Support operational priorities and daily workflow as directed by store leadership</li><li>Utilize operational equipment and tools safely and responsibly</li><li>Maintain professionalism, presentation standards, and attention to detail throughout the shift</li><li>Adhere to company appearance, safety, and dress code standards</li><li>Contribute to a collaborative, customer-first team environment</li></ul><p><br></p>
<p>We are looking for an HR Generalist to support core people operations and help create a positive, well-organized employee experience in Stockton, California. This role will partner with employees, managers, and HR leadership across day-to-day HR activities, including employee support, onboarding, performance processes, and administrative coordination. The ideal candidate brings sound judgment, strong organization, and the ability to manage sensitive matters with professionalism and accuracy.</p><p><br></p><p>For immediate consideration please contact Nikhil Anand via LinkedIn or call (209) 227-1478.</p><p><br></p><p>Responsibilities:</p><p>• Address routine employee concerns, document relevant details, and resolve issues within established HR guidelines while referring higher-risk situations to senior HR leaders.</p><p>• Advise employees and supervisors on company policies, standard procedures, and everyday HR practices to promote consistent application across teams.</p><p>• Organize performance management activities by supporting goal-setting cycles, review timelines, manager documentation, and follow-through on required steps.</p><p>• Assist with engagement efforts by helping administer surveys, collecting feedback, monitoring action items, and supporting internal communication initiatives.</p><p>• Coordinate onboarding activities for new team members, including paperwork, scheduling, and orientation support, to deliver a smooth and consistent introduction to the organization.</p><p>• Oversee offboarding administration by preparing documentation, coordinating departures, and helping ensure compliance with company requirements.</p><p>• Provide operational HR support in areas such as benefits questions, open enrollment coordination, leave administration, retirement plan inquiries, and upkeep of employee records in HR systems.</p><p>• Arrange training sessions and support HR communications and educational programs that strengthen employee understanding of workplace practices and culture.</p><p>• Monitor HR workflows, reports, and administrative processes while identifying opportunities to improve efficiency, consistency, and standardization across operations.</p>
<p>We are looking for a skilled Marketing/Communications Coordinator to support a government organization in California. This long-term contract position will focus on strengthening public awareness of related programs, policies, and services through clear, effective communication across print, digital, and social channels. The role is ideal for a communications specialist who can balance content development, brand consistency, vendor coordination, and audience engagement in a highly structured environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of communication initiatives that improve understanding of benefits, procedures, and policy information.</p><p>• Maintain a consistent organizational voice and visual identity across publications, outreach materials, reports, and public-facing messaging.</p><p>• Produce, revise, and manage written and visual content such as forms, brochures, newsletters, flyers, and other marketing collateral.</p><p>• Update and maintain website content to ensure information remains accurate, current, and accessible to target audiences.</p><p>• Plan, create, and publish social media content for platforms such as LinkedIn and Facebook in alignment with communication goals.</p><p>• Coordinate the creation of video and multimedia assets by working closely with graphic design and audio-visual resources.</p><p>• Oversee external vendor engagements, including contract administration, request-for-proposal activities, deliverable review, and budget compliance.</p><p>• Build productive relationships with internal and external stakeholders to identify opportunities for stronger outreach and more effective communications.</p>
<p>Position Summary</p><p>We are seeking a detail-oriented Accounts Receivable Specialist to join our accounting team. This role is responsible for processing customer payments, reconciling accounts receivable transactions, maintaining accurate customer records, and supporting month-end and annual accounting activities. The ideal candidate will have strong organizational skills, experience with cash applications and reconciliations, and a customer-service mindset.</p><p>Key Responsibilities</p><p>Daily Responsibilities</p><ul><li>Process and post customer payments including credit cards, cash, and checks.</li><li>Manage recurring credit card payment transactions.</li><li>Reconcile daily accounts receivable receipts and deposits.</li><li>Respond to customer account inquiries and resolve payment-related issues.</li><li>Prepare and distribute outgoing mail.</li><li>Visit the post office as needed to process company mail.</li></ul><p>Weekly Responsibilities</p><ul><li>Prepare and process AR batches.</li><li>Complete remote bank deposits.</li><li>Manage NSF (non-sufficient funds) checks and update customer accounts accordingly.</li><li>Record branch NSF transactions within Sage.</li><li>Create cash receipt logs for satellite branch transactions.</li><li>Maintain and update branch payment tracking spreadsheets.</li></ul><p>Month-End Responsibilities</p><ul><li>Generate and review customer statements.</li><li>Prepare monthly balance statements and semi-monthly zero-balance statements.</li><li>Update revenue recognition records for contracts transitioning from Pre-Need to At-Need status.</li><li>Review refund and cancellation activity and verify cleared checks against bank statements.</li><li>Communicate cleared cancellation transactions to internal stakeholders for inventory and asset updates.</li><li>Create and distribute customer and tenant invoices.</li><li>Maintain organized financial records and supporting documentation.</li></ul><p>Annual Responsibilities</p><ul><li>Assist with annual audit preparation and requests.</li></ul><p><br></p><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Private Equity | San Jose | Base + Bonus + Profit Sharing </strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements </li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters </li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs </li><li>Help build and improve internal tax processes and institutional knowledge </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our client, a San Francisco-based fintech company, is seeking a Commercial Counsel to provide immediate part-time support to its vendor and procurement contracting function on a fully remote contract basis. This is a hands-on, queue-driven role focused on reviewing and negotiating inbound vendor agreements, identifying legal and commercial risk, and helping move contracts efficiently through execution.</p><p>The ideal candidate will bring meaningful commercial contracting experience involving technology and SaaS vendors, including experience negotiating DPAs and related privacy and security terms. The attorney should be comfortable independently managing a contract queue, applying established contracting positions and playbooks, and partnering with legal and business stakeholders in a fully remote environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review, draft, and negotiate vendor and procurement agreements, including MSAs, SaaS agreements, SOWs, order forms, and renewals against established contracting positions and playbooks. </li><li>Review and negotiate Data Processing Agreements (DPAs) and related privacy and security provisions, particularly in agreements with technology and SaaS vendors. </li><li>Negotiate AI-related contractual provisions involving use restrictions, data rights, model training, and evolving regulatory considerations. </li><li>Evaluate legal and commercial risks in proposed contractual terms and recommend practical, business-oriented mitigations. </li><li>Independently manage an active contract queue and prioritize competing requests to move agreements toward signature efficiently. </li><li>Partner cross-functionally with Procurement, Security, Privacy, and business stakeholders to resolve contractual issues and facilitate execution. </li></ul><p><br></p>
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
<p>Jeff Abrams is looking for an experienced Senior Accountant for his client to support fund accounting, valuation analysis, and quarterly reporting for a venture capital environment in California. This position plays a key role in reviewing financial activity, maintaining accurate records, and helping deliver timely reporting to internal stakeholders, investors, and auditors. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to communicate complex financial information clearly.</p><p><br></p><p>Responsibilities:</p><p>• Conduct quarterly fair value assessments for portfolio investments by applying accepted venture capital valuation approaches and preparing clear supporting documentation.</p><p>• Analyze the assumptions, market factors, legal considerations, and company-specific data that influence valuation models, and summarize their effect on reported results.</p><p>• Present valuation conclusions and related observations to auditors, investment leadership, and valuation governance groups in a concise and credible manner.</p><p>• Support the quarterly close process through review of financial statements, partner reporting, and other recurring fund deliverables for accuracy and completeness.</p><p>• Contribute to the preparation of annual and interim audited financial statements and compile schedules requested during the audit process.</p><p>• Examine capital call and distribution allocation calculations to help ensure transactions are recorded and allocated correctly.</p><p>• Oversee cash activity by reviewing reconciliations, evaluating funding requirements, and assisting with capital planning.</p><p>• Provide guidance and day-to-day coaching to fund accounting team members to strengthen performance and support ongoing development.</p><p>• Respond promptly to limited partner questions and prepare documentation needed to address external auditor requests and other ad hoc reporting needs.</p><p><br></p><p>If you are interested the role, please reach out to Jeff Abrams via LinkedIn</p>
<p>Colleen McAuliffe is looking for an experienced Controller to oversee accounting operations and financial reporting for a multi-entity organization based in Oakland, California. This position blends day-to-day financial leadership with oversight of controls, compliance, and reporting accuracy across corporate and related entities. The role requires sound judgment, strong organizational ability, and a hands-on approach to managing complex accounting activities while partnering with leadership on financial insight and process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Direct accounting activities across multiple entities, including ledger maintenance, reconciliations, cash activity, payables, and receivables.</p><p>• Lead monthly and annual close cycles, ensuring timely completion of entries, accruals, account analysis, and financial statement preparation.</p><p>• Review financial results, investigate fluctuations, and present meaningful analysis to support business decisions.</p><p>• Oversee vendor payments, customer receivable activity, and subledger-to-ledger balancing while resolving exceptions efficiently.</p><p>• Monitor payroll-related accounting, benefit cost allocations, tax obligations, and coordination of required filings with external partners.</p><p>• Manage compliance reporting such as 1099 preparation, unclaimed property submissions, business license renewals, and property tax documentation.</p><p>• Coordinate external audit support, retirement plan reporting, and the collection of financial records required for examinations and reviews.</p><p>• Strengthen internal controls, refine accounting procedures, and identify opportunities to improve automation, scalability, and reporting quality.</p><p>• Supervise and develop accounting team members while collaborating with operations, human resources, information technology, and executive leadership on budgeting, forecasting, and cash flow planning.</p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Staff Accountant| Real Estate | East Bay; Hybrid </strong></p><p> </p><p>A nationally recognized real estate development company is seeking a Staff Accountant to join a highly collaborative team.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full-cycle accounts payable process, including invoice processing, vendor payments, and account reconciliations. </li><li>Prepare journal entries, reconcile general ledger accounts, and support the month-end and year-end close process. </li><li>Assist with preparing financial statements and maintaining accurate accounting records for real estate entities. </li><li>Support cash management activities, including bank reconciliations and monitoring account balances. </li><li>Prepare audit schedules and provide documentation for external audits, tax filings, and compliance reporting. </li><li>Ensure compliance with internal controls, accounting policies, and regulatory requirements. </li><li>Identify opportunities to improve accounting processes and contribute to special projects as needed.</li></ul><p><br></p>
We are looking for a Tax Preparer to support individual income tax engagements in California. This Long-term Contract opportunity is ideal for someone who can manage returns accurately, communicate clearly with clients, and maintain high standards of compliance throughout the filing process. The role focuses on preparing personal tax documents, reviewing financial information for completeness, and using tax software to deliver timely, reliable results.<br><br>Responsibilities:<br>• Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness.<br>• Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues.<br>• Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors.<br>• Communicate with clients to request missing information, clarify financial details, and explain documentation requirements during the filing process.<br>• Verify completed returns for compliance with applicable tax rules before submission and resolve discrepancies when they arise.<br>• Maintain confidentiality of sensitive financial and personal information in accordance with regulatory and workplace standards.<br>• Track filing deadlines and workload priorities to ensure returns are completed within expected timeframes.<br>• Support follow-up activities related to submitted returns, including responding to questions and updating records as needed.
We are looking for an experienced Data Center Procurement Manager to lead sourcing strategy and procurement operations for critical infrastructure initiatives in California. This is a long-term contract opportunity suited for a senior-level candidate who can bring structure, direction, and momentum to a fast-paced environment while partnering closely with procurement leadership and cross-functional stakeholders. The ideal candidate brings deep familiarity with data center ecosystems and can operate effectively in evolving processes while driving measurable business value.<br><br>Responsibilities:<br>• Develop and refine procurement frameworks, sourcing models, and operational templates to support data center-related purchasing activities.<br>• Lead strategic procurement efforts for data center infrastructure, equipment, and services, aligning decisions with business priorities and delivery timelines.<br>• Collaborate directly with senior procurement leadership and maintain close coordination with external advisory partners to ensure effective execution.<br>• Evaluate vendors, negotiate commercial terms, and manage supplier relationships across complex data center categories.<br>• Create practical processes that improve consistency, transparency, and scalability within a rapidly changing work environment.<br>• Provide senior-level guidance on procurement strategy by applying strong knowledge of data center operations, technologies, and facility requirements.<br>• Work cross-functionally with internal teams to assess needs, define sourcing approaches, and support timely procurement outcomes.<br>• Adapt quickly to shifting priorities and ambiguous situations while maintaining strong engagement with stakeholders and team members.