<p>We are looking for an experienced HR Director to lead our company in Hayward, California. The ideal candidate will drive employee relations strategies, oversee compensation and benefits programs, and ensure compliance with HR policies and regulations. This role is pivotal in fostering a positive workplace culture and aligning HR practices with organizational goals.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with executive leadership to develop and execute HR strategy aligned with business goals</li><li>Lead succession planning, workforce planning, organizational development, and change management</li><li>Drive culture, engagement, and DEI initiatives across the organization</li><li>Oversee talent acquisition, onboarding, retention, and workforce planning using HR analytics</li><li>Serve as senior advisor on employee relations, performance management, and conflict resolution</li><li>Ensure compliance with employment laws, manage HR risk, and strengthen policies and controls</li><li>Lead payroll, benefits, and compensation strategy, including annual reviews and incentives</li><li>Develop leadership and workforce training, upskilling, and succession programs</li><li>Optimize HRIS, reporting, and HR processes; lead engagement, recognition, and team-building initiatives</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Operations Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm places a strong emphasis on precision, polish, and an exceptional client experience.</p><p><br></p><p>You’ll be joining a small, collaborative team that values integrity, meticulous work, and a personal approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Operations Associate</strong> supports key operational functions across trading, reporting, data integrity, and account management. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent high‑quality experience for both advisors and clients.</p><p><br></p><p>This role is ideal for someone who enjoys problem‑solving, process improvement, and working in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data feed management</li><li>Ensure accounts are correctly linked and updated across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Work with compliance resources to maintain required documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify and implement improvements to enhance operational efficiency and accuracy</li><li>Contribute to refining the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive Here</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who excel in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and enjoy improving processes</li></ul>
<p>For wealth management professionals with a growth mindset who excel in a collaborative, people-first environment, this is a chance to elevate your skills through top-tier mentorship. <em>Jennifer Fukumae with Robert Half’s Financial Services Division</em> is partnering with a fast-growing, client-focused firm to recruit a Financial Planner to join their dynamic team.</p><p> </p><p><strong>The Opportunity</strong></p><p>This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs</li><li>Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors</li><li>Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations</li><li>Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization</li><li>Co-present financial strategies and tailored recommendations during client meetings with advisory partners</li><li>Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions</li><li>Coach and develop junior team members in Operations and Client Services</li><li>Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management</li><li>Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards</li><li>Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities</li></ul><p><br></p>
<p><strong>Accounting Manager, Accounts Payable</strong></p><p><br></p><p><strong>About the Opportunity</strong></p><p>We’re seeking an <strong>Accounting Manager, Accounts Payable</strong> to lead and scale a high‑volume AP function within a growing, vertically integrated real estate investment and operations platform. This role offers the chance to take ownership of accounts payable operations, lead a dedicated team, improve processes, and partner closely with accounting, treasury, and leadership as the business continues to grow.</p><p>You’ll join a collaborative, fast‑paced environment where operational excellence, accuracy, and thoughtful process design are highly valued. If you enjoy leading teams, improving workflows, and building scalable accounting operations, this role offers meaningful impact and long‑term growth.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead and oversee the Accounts Payable team, ensuring timely and accurate invoice processing</li><li>Review invoice coding for accuracy and implement process improvements to reduce errors</li><li>Manage account reconciliations and support month‑end and reporting processes</li><li>Prioritize vendor payments and support cash management activities in partnership with Treasury</li></ul><p><strong>Why This Role Is Compelling</strong></p><ul><li><strong>High‑impact leadership role</strong> with ownership of a core accounting function</li><li><strong>Remote work environment</strong> with flexibility and autonomy</li><li>Opportunity to <strong>build, improve, and scale</strong> AP operations in a growing organization</li><li>Collaborative, values‑driven culture that supports integrity, teamwork, and excellence</li></ul><p><br></p>
<p>We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance.</p><p><br></p><p>Responsibilities:</p><p>• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments.</p><p> • Model waterfall distributions and calculate owner tax distributions.</p><p> • Oversee gross receipts and unclaimed property filings.</p><p> • Serve as primary tax advisor for operational initiatives and bank audits.</p><p> • Manage tax department budget, costs, vendors, and external advisors.</p><p> • Establish compliant, well-documented tax processes and audit readiness.</p><p> • Mentor tax managers and support team development.</p><p> • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with your experience and goals, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about your background.</p><p><br></p><p><strong>Financial Advisor</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>We’re representing a well‑established, independent wealth management firm dedicated to providing fiduciary, client‑first financial guidance. For more than two decades, the firm has helped individuals and families achieve their financial goals through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service.</p><p><br></p><p>The team takes a holistic approach—beginning with a deep understanding of each client’s objectives—followed by tailored recommendations and ongoing support as life and financial circumstances evolve. With a collaborative culture, strong planning expertise, and a dedicated investment team, the firm prides itself on delivering objective advice designed to help clients accumulate, preserve, and transfer wealth confidently.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic financial advice across areas such as investments, retirement, insurance, and debt management</li><li>Develop customized financial plans tailored to each client’s needs and goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor client portfolios and market conditions, making adjustments as necessary</li><li>Ensure full compliance with industry regulations and internal standards</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step into a meaningful book of recurring‑revenue clients</li><li>No requirement to bring a full book—ideal for advisors ready for the next step</li><li>High‑integrity, collaborative team environment</li><li>Full support to help grow and expand your practice</li><li>Excellent client base from day one</li><li>Long‑term stability and career progression opportunities</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision coverage</li><li>Quarterly bonus based on new assets gathered</li></ul>
<p>Robert Half's insurance industry client in Walnut Creek, CA is seeking a contract-to-permanent Senior. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Senior Administrative Assistant duties include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today!</p>
<p>We are looking for an experienced Creative Director to lead a talented team in developing impactful marketing and brand assets. In this long-term contract position, you will play a pivotal role in driving creative strategies, optimizing processes, and ensuring alignment with organizational goals. Located in the San Francisco Bay Area, California, this opportunity offers a chance to work in a dynamic environment that values innovation and collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Direct and manage daily creative operations, ensuring smooth workflows and meeting project deadlines.</p><p>• Guide the brand design process, overseeing the creation and delivery of high-quality marketing materials.</p><p>• Lead and inspire a small creative team, fostering a culture of collaboration, accountability, and innovation.</p><p>• Develop and implement effective processes to enhance production efficiency and quality.</p><p>• Collaborate with leadership to align creative strategies with organizational objectives while addressing tactical needs.</p><p>• Utilize AI tools and emerging technologies to optimize workflows and drive creative innovation.</p><p>• Provide stability and leadership during transitional periods, maintaining continuity and excellence in deliverables.</p><p>• Champion disruptive approaches to traditional processes, encouraging fresh ideas and solutions.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Venture Capital Firm| Orinda| Hybrid; 3 days</strong></p><p> </p><p>Join a forward-thinking investment firm that backs innovative technology and internet companies across multiple growth stages. Known for its impactful portfolio and collaborative culture, the firm offers hands-on exposure, strong growth potential, and a supportive environment. Benefits include full health coverage, unlimited PTO, and office perks like lunch and snacks.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li><strong>Manage accounting for both management company and general partner levels</strong></li><li>Execute month-end and quarter-end closings</li><li>Handle treasury operations and wire transfers</li><li>Prepare distributions and allocations</li><li>Support tax activities and reporting</li><li>Take on additional responsibilities based on your skills and experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Tax Preparer| Wealth Management Firm| San Francisco| Hybrid </strong></p><p> </p><p>Join a purpose-driven wealth management firm redefining client service and community impact. This nationally recognized team delivers personalized strategies for high-net-worth clients, combining innovative investment planning with values-led operations.</p><p> </p><p>You’ll work in a collaborative, growth-focused environment with strong benefits, wellness and development stipends, and support for volunteer and charitable efforts.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead preparation and review of individual tax returns (primarily 1040)</li><li>Work directly with clients to collect info, answer questions, and guide them through the tax process</li><li>Support estate and gift tax planning; 1041/1065 experience a plus</li><li>Prepare California and multi-state returns</li><li>Conduct tax projections and provide strategic guidance on compliance</li><li>Stay current on tax laws and communicate complex issues clearly</li><li>Partner with wealth advisors and support internal education initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Sr. Art Director to lead the creative transformation of a historic chapel into an engaging Welcome Center in San Francisco, California. In this contract role, you will play a pivotal part in designing a space that embodies the institution’s values and history while delivering a cohesive and immersive experience for visitors. This position requires a strong ability to blend visual storytelling with spatial design.<br><br>Responsibilities:<br>• Develop and execute a creative vision for the Welcome Center, focusing on layout, color schemes, and thematic storytelling.<br>• Collaborate closely with designers, producers, and creative directors to ensure the design aligns with the brand identity.<br>• Oversee the creation and placement of visual elements, including historical exhibits, sports highlights, and large-scale photography.<br>• Manage the integration of design elements to create a welcoming and immersive environment for families and visitors.<br>• Ensure the project meets aesthetic and functional standards through consistent communication and leadership.<br>• Provide art direction for physical installations, ensuring they align with the overall creative concept.<br>• Lead the production team in achieving a seamless design experience for the space.<br>• Offer innovative solutions to challenges related to spatial design and visitor engagement.<br>• Review and approve designs to maintain high-quality standards.<br>• Coordinate with stakeholders to ensure the creative vision supports broader organizational goals.
<p>Robert Half is seeking a Buyer in the Palo Alto area for a local healthcare organization for a contract role!</p><p><br></p><p>The Buyer is responsible for placing, managing, and expediting purchase orders to support operational needs. This role interacts closely with vendors and internal departments to address purchasing issues, ensure contract compliance, and maintain accurate purchasing data. The Buyer also plays a key role in supporting organizational initiatives around product standardization and cost-efficient sourcing. Responsibilities include maintaining the purchasing system database, ensuring timely delivery of goods, and coordinating with accounts payable to resolve billing or credit issues.</p><p><br></p><p><strong>Vendor & Department Coordination</strong></p><ul><li>Communicate product delivery timelines, pricing information, and order status to vendors and internal departments; coordinate all changes to purchase orders with vendors.</li><li>Meet with vendors and department representatives to resolve concerns, clarify requirements, and maintain positive working relationships.</li><li>Proactively expedite purchase orders to ensure timely delivery of products and services.</li></ul><p><strong>Purchasing System Management</strong></p><ul><li>Maintain the purchasing system database and ensure accurate interface with related systems, including accounts payable.</li><li>Compose and place purchase orders using the automated purchasing system, ensuring accuracy and selecting the appropriate purchasing method.</li><li>Process various types of purchase requisitions—including electronic and department-specific forms—while verifying signature authority and required information.</li></ul><p><strong>Compliance & Standardization</strong></p><ul><li>Monitor contract compliance, including pricing and service levels, and report findings to the Purchasing Supervisor or Purchasing Manager.</li><li>Track vendor performance and document results to support sourcing improvements and standardization efforts.</li><li>Contribute to departmental initiatives focused on product standardization and procurement consolidation across the organization.</li></ul><p><strong>Issue Resolution</strong></p><ul><li>Track and evaluate credit issues, accounts payable discrepancies, and vendor billing concerns; collaborate with vendors and accounts payable to resolve holds or credit adjustments.</li><li>Escalate vendor or contract-related concerns to Senior Buyers, the Purchasing Supervisor, or the Purchasing Manager when necessary.</li><li>Ensure timely and accurate resolution of purchasing, billing, and delivery issues impacting operations.</li></ul>
<p>We are looking for a dedicated Buyer to join our client's healthcare team in Palo Alto, CA. You will be responsible for placing, expediting, and managing purchase orders while ensuring accurate processing, vendor coordination, and contract compliance. This role offers an opportunity to work collaboratively within a team environment and contribute to the smooth operation of healthcare services.</p><p><br></p><p><strong>What You Will Do:</strong></p><ul><li>Interact with vendors and internal departments regarding purchase orders to communicate product availability, delivery timelines, and pricing information</li><li>Coordinate and manage changes to purchase orders in collaboration with vendors</li><li>Proactively expedite purchase orders to ensure timely delivery and operational continuity</li><li>Maintain the purchasing system database and perform system interfaces with accounts payable and other internal systems</li><li>Meet with vendors and department representatives to resolve conflicts, concerns, and service issues</li><li>Monitor compliance with product standardization initiatives and vendor performance expectations</li><li>Report performance findings and compliance issues to the Purchasing Supervisor/Manager</li><li>Compose and place purchase orders using the automated purchasing system, ensuring accuracy and proper order methods</li><li>Process purchase requisitions, including electronic requisitions, department-specific custom requisitions, and general-purpose requisitions</li><li>Verify appropriate signature authority and department-specific requirements prior to order placement</li><li>Track and evaluate credits, billing discrepancies, and accounts payable issues</li><li>Work directly with vendors and accounts payable to resolve credit holds and billing concerns</li><li>Escalate vendor, contract, and compliance issues to Senior Buyers, Purchasing Supervisor, or Purchasing Manager as needed</li><li>Support departmental goals related to product standardization and consolidation</li></ul><p><br></p>
<p>Corporate Staff Tax Accountant opportunity, contract to full time. Responsible to prepare, examine, and file company tax records while ensuring compliance with federal, state, and local regulations. Key responsibilities include preparing corporate income tax returns, multi-state sales and use tax returns, and working on tax provisions. Additionally, responsible for performing tax reconciliations and adjustments.</p><p> Duties: </p><p>● Manage all sales and use tax matters. </p><p>● Manage multi-state sales and use tax, franchise tax, and other local tax obligations for all Subsidiaries</p><p>● Maintain records of all tax filings, payments, and correspondence</p><p>● Assist in the preparation and filing of federal and state income tax returns (30+ states) as well as supporting the Tax Manager in the preparation of the income tax provision for financial statement purposes</p><p>● Prepare various schedules regarding tax planning including projected effective tax rates and other forecasting with the Tax Manager</p><p>● Comply with evolving tax laws</p><p>● Interface with various tax authorities including handling tax audits </p><p>● Stay current with any current or future pronouncements regarding tax policy changes</p><p>● Identify opportunities to improve and otherwise streamline tax function, including optimizing current processes</p><p>● Act as a knowledge base for state and local tax regulations for project or financial managers, which may include new research tasks</p><p>● Support clarity regarding tax considerations to a non-tax audience </p><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like the right fit, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p>Are you an experienced tax professional who enjoys working directly with high‑net‑worth clients in a collaborative, fast‑paced environment? We’re looking for a <strong>Senior Tax Preparer</strong> who excels in client‑facing work and brings strong expertise in tax preparation and planning.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Partner with sophisticated clients and make a meaningful impact on their financial outcomes.</li><li>Join a team that values integrity, excellence, and a personalized client experience.</li><li>Enjoy a hybrid schedule, flexibility, and competitive compensation.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare and review individual tax returns (primarily <strong>Form 1040</strong>).</li><li>Communicate directly with clients to gather documentation and ensure a smooth, high-quality experience.</li><li>Deliver tax analysis, projections, and strategic planning recommendations.</li><li>Stay current on tax laws to provide optimized solutions.</li><li>Collaborate closely with advisors to integrate tax strategies into holistic wealth plans.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Comprehensive health coverage (medical, dental, vision).</li><li><strong>401(k)</strong> with company match.</li><li>Generous paid time off, including birthday and volunteer days.</li><li>Parental leave and wellness programs.</li><li>Professional development stipend and commuter benefits.</li></ul>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</p><p><br></p><p>PROJECT ACCOUNTANT</p><p>100K-120K+BONUS+BONUS SHARING+FULLLY PAID BENEFITS</p><p><br></p><p>Project Accountant for a growing/stable company with excellent benefits and good work/life balance. This position will have an opportunity to learn (Controller will train) GL, Month-end Close, Financial Analysis. This company also offers excellent benefits: competitive salary plus bonus, profit sharing, fully paid benefits and 100% 401k match.</p><p><br></p><p>Position Overview</p><p>The Project Accountant is responsible for the financial processing of our projects. This includes managing AIA contract progress billings, tracking incoming invoices, and ensuring all payments are paid timely and posted accurately. As the Project Accountant you will communicate with clients, vendors, subcontractors, and our project management team to ensure the project’s financial procedures are on track from start to finish.</p><p>Job Responsibilities</p><ul><li>Process AIA billings and change orders, ensuring accuracy and timely submission.</li><li>Review and analyze job cost reports, making necessary corrections to maintain financial accuracy.</li><li>Process subcontractor and supplier lien releases in compliance with contract terms.</li><li>Release subcontractor invoices for payment after verifying approvals and supporting documentation.</li><li>Set up and maintain job accounting files for assigned projects, ensuring proper documentation and organization.</li><li>Track insurance and bond information for all subcontractors.</li><li>Process labor and expense transfers as necessary</li><li>Set up and maintain projects in Spectrum in accordance with contract requirements; read and interpret contracts for accounting and invoicing implications</li><li>Prepare and distribute monthly billing report to Project Managers</li><li>Ensure labor and expenses posted to project comply with the contract</li><li>Ensure that accurate and complete invoice packages are submitted to the client in a timely manner including all applicable back-up required by the client</li><li>Respond to internal and external clients promptly in a confident and professional manner; investigate issues, problem solve, and communicate resolution clearly and articulately</li><li>Follow-up with clients to confirm receipt of invoices and regarding payment status of open invoices; partner with Project Manager to resolve collection issues</li><li>Maintain communication with in-house project teams for percentages of base contract and change order work when preparing AIA billings.</li><li>Record payments and EFT transactions into accounting system.</li><li>General Accounting duties as required (assist in month end closing, general ledger entries and Balance Sheet reconciliations.)</li></ul><p><br></p><ul><li><br></li></ul><p><br></p>
<p><strong>A confidential public-sector client in the Sacramento area is seeking an experienced IT Manager to lead technology operations supporting a 24/7 environment. </strong>This role combines strategic leadership with hands-on operational oversight and is ideal for an IT leader who values people-first leadership, operational excellence, and the delivery of secure, highly available, and resilient technology services.</p><p><br></p><p>The position is <strong>hybrid</strong>, working a few days per week in the Sacramento office, and offers an outstanding benefits package including a <strong>company car with employer paid gas card</strong>, <strong>excellent medical, dental, and vision coverage for the entire family (majority employer-paid)</strong>, and <strong>employer-paid CalPERS pension benefits</strong>.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead and oversee enterprise IT operations in a 24/7 mission-critical environment</li><li>Supervise system operations to meet milestones, deliverables, and performance standards</li><li>Lead IT teams across infrastructure, networking, desktop support, telephony, security, servers, and applications</li><li>Oversee system design, implementation, testing, maintenance, and modernization initiatives</li><li>Lead new project analysis and implementation, ensuring smooth transition to operations with proper documentation</li><li>Develop and implement workflow and process improvements, including documentation, monitoring, and reporting</li><li>Investigate and resolve system issues, driving continuous improvement and system reliability</li><li>Manage IT budgets, vendors, contracts, and service providers</li><li>Provide regular updates and status reports to executive leadership</li><li>Balance long-term technology planning with day-to-day operational leadership</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
We are looking for a detail-oriented Leave & Benefits Coordinator to join our team in San Rafael, California, on a contract basis. In this role, you will manage employee leave processes and ensure compliance with federal, state, and company policies. This position requires expertise in benefits coordination and a strong ability to maintain accurate records while providing clear communication to employees and management.<br><br>Responsibilities:<br>• Oversee the leave of absence process from intake to completion, including documentation, tracking, and communication with employees and managers.<br>• Ensure compliance with applicable leave policies, such as FMLA, ADA, and state-specific regulations.<br>• Collaborate with HR, Payroll, Benefits teams, and external vendors to facilitate seamless leave administration and payroll accuracy.<br>• Maintain comprehensive and confidential records of employee leaves in appropriate systems.<br>• Provide updates to managers and HR partners regarding leave statuses, return-to-work plans, and necessary adjustments.<br>• Offer guidance to managers on leave procedures, timelines, and legal requirements.<br>• Monitor and track intermittent leave usage, ensuring accurate reporting and recordkeeping.<br>• Support the accommodations process by collecting documentation and coordinating interactive discussions as required.<br>• Prepare reports and analytics on leave trends and compliance for leadership review.
We are looking for a dedicated Warehouse Associate to join our team in Santa Clara, California. This is a contract position that involves coordinating logistics and warehouse operations, including shipping, receiving, and inventory management. The role offers hands-on training and an opportunity to gain valuable experience in a fast-paced environment.<br><br>Responsibilities:<br>• Manage incoming and outgoing shipments, ensuring accurate documentation and timely processing.<br>• Update inventory records and purchase orders using NetSuite or similar accounting systems.<br>• Safely operate forklifts and other material handling equipment to move and organize packages.<br>• Deliver packages to designated locations using company trucks, adhering to safety and driving regulations.<br>• Prepare goods for shipment by strapping, wrapping, and organizing items efficiently.<br>• Communicate daily activities and updates to the warehouse manager and shipping supervisor.<br>• Maintain cleanliness and order within the warehouse while adhering to safety protocols.<br>• Assist with ID verification and documentation for shipping and receiving processes.<br>• Participate in training sessions to familiarize yourself with company systems and procedures.<br>• Support general warehouse tasks as needed to ensure smooth operations.
<p>A leading global venture capital firm with decades of experience and billions under management is seeking a highly analytical and proactive <strong>Senior Fund Operations and Data Analyst</strong> to join its Venture Capital Operations team. This role sits at the intersection of finance, operations, and data, ensuring that platforms and processes scale alongside the firm’s growth. The ideal candidate will have a background in finance and accounting, coupled with proven experience in data systems, platform implementation, and workflow automation.</p><p><br></p><p>This position is critical to ensuring the accuracy, efficiency, and scalability of the firm’s financial and operational infrastructure while delivering data-driven insights for investment and business decision-making. The role will work closely with and report to the Director of Operations and Data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Contribute to the evaluation, implementation, and ongoing management of financial and operational applications, including CRM, portfolio management, and reporting platforms.</li><li>Partner with finance, accounting, operations, and investment teams to translate business requirements into scalable technology solutions.</li><li>Build and maintain robust data pipelines and integrations across multiple systems to ensure accuracy, accessibility, and efficiency.</li><li>Develop and maintain dashboards and reporting frameworks that deliver actionable insights to stakeholders across the firm.</li><li>Identify and drive process optimization through automation of recurring workflows in finance and operations.</li><li>Execute data migrations and platform upgrades as the firm expands.</li><li>Ensure all processes and controls adhere to compliance, governance, and risk management best practices.</li><li>Stay current with emerging technologies, financial applications, and data analytics practices to continuously improve the firm’s operational capabilities.</li></ul><p><br></p><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>Sr. Accountant/Sr. Financial Analyst</strong></p><p><br></p><p>Exciting opportunity to join a publicly traded biotech company with over 1B in revenue! Position will be a hybrid of Finance and Accounting functions to support their Sales/Marketing Team. This is an excellent opportunity for a CPA Accountant looking for transition to FP& A (hiring manager willing to train).</p><p><br></p><p><u>Summary:</u></p><p>The Senior Financial Analyst will support the S& M functional leaders during the budgeting, forecasting, and long-range planning processes, delivery of timely, accurate and relevant financial information and insights to management, & will be responsible for core finance functions including journal entries, account reconciliations, and variance analysis.</p><p><br></p><p>Responsibilities</p><p>Support the Sales & Marketing Finance team, including:</p><ul><li>Prepare monthly journal entries, account reconciliations, and support the management of monthly financial cost center tracking files.</li><li>Analyze variances between actual results, prior year, and budget/forecast, and prepare monthly financial reports for leadership.</li><li>Assist in preparing and importing data for annual budgets, quarterly forecasts & landings, and long-range financial planning with insights into senior leadership on financial performance and trends.</li><li>Support the approval process for contracts, purchase requisitions, and position requests, ensuring compliance and proper documentation.</li><li>Collaborate with various teams to provide data-driven insights and support business decision-making.</li><li>Prepare data for ad-hoc reporting and participate in meetings with senior leadership to discuss financial results and business performance.</li><li>Perform other duties as assigned.</li></ul><p><br></p><p>Qualifications</p><ul><li>Bachelor’s degree in finance, accounting or closely related field</li><li>3-5+ years of experience including accounting, financial analysis, or financial planning/budgeting. Pharmaceutical industry related experience preferred</li><li>Biotech industry preferred</li><li>Highly proficient with MS Office applications (Excel, Word, PowerPoint)</li><li>OneStream Software experience a plus</li><li>Excellent verbal and written communication skills</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Financial Services is partnering with a reputable Private Equity firm</strong> to hire an Investor Services Specialist to join their growing San Francisco office. This is an excellent opportunity for a detail-oriented financial services professional to support investor operations in a collaborative and evolving environment.</p><p><br></p><p>The Investor Services Specialist will support day-to-day investor operations, including managing communications, assisting with onboarding new funds and investors, and coordinating investor due diligence requests. You’ll work closely with the Senior Manager of Investor Services, Investor Relations, and Finance teams, as well as external consultants, contributing to projects and technology initiatives. Flexibility, strong attention to detail, and a willingness to adapt are key for success in this role.</p><p><strong>Key Responsibilities</strong></p><p><strong>Investor Reporting & Deliverables</strong></p><ul><li>Prepare and distribute quarterly and annual investor reporting packages, including capital account statements, performance reports, and fund financials</li><li>Coordinate with Finance and Investor Relations to ensure timely, accurate investor communications</li><li>Maintain consistency of investor data across systems and reports</li><li>Prepare capital call and distribution notices in compliance with partnership agreements</li></ul><p><strong>Investor Operations & Communications</strong></p><ul><li>Manage day-to-day investor inquiries and monitor team inboxes</li><li>Assist with onboarding new investors and funds</li><li>Maintain high standards of data quality and accuracy in all communications</li></ul><p><strong>Data & Systems Management</strong></p><ul><li>Maintain and update investor information in CRM and fund accounting systems</li><li>Respond to internal and external data requests from investors and consultants</li><li>Identify opportunities to improve reporting and workflow processes</li></ul><p><strong>Collaboration & Support</strong></p><ul><li>Partner with Investor Relations on fundraising, due diligence, and reporting needs</li><li>Support materials for annual meetings, investor updates, and other client-facing initiatives</li><li>Collaborate across Finance, IR, and external consultants on ad hoc projects</li></ul><p><strong>Compliance & Tax Support</strong></p><ul><li>Coordinate AML/KYC documentation and tax form collection</li><li>Ensure investor records are accurate and comply with internal controls</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Recommend enhancements to reporting templates, portals, and communication tools</li><li>Adapt to evolving team responsibilities and implement best practices</li></ul><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Touch Service</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its tight‑knit, growing team. The firm provides institutional‑quality investment advice and a virtual family office experience to a select group of clients. With a small team and a highly personalized service model, this role is critical in delivering a seamless, detail‑perfect client experience.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high‑integrity environment and enjoys both relationship management and operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Service Associate</strong> (or <strong>Senior CSA</strong>, depending on experience) plays a central role in client service, account administration, and operational support. You’ll work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and accurate handling of all client requests. Due to the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and assist with follow‑up tasks</li><li>Maintain accurate client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and completion</li><li>Assist with compliance processes and documentation retention</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and assist with CRM updates and task management</li><li>Collaborate with the advisory and investment teams to support planning and portfolio work</li><li>Support compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and high‑quality work</li><li>Individuals who enjoy being a trusted support partner to both clients and advisors</li><li>Those who thrive in a boutique, collaborative, and highly professional environment</li><li>Candidates who appreciate a role where accuracy, responsiveness, and client care are paramount</li></ul>
We are looking for a skilled Associate Attorney to join our team in Santa Rosa, California. This role requires a detail-oriented individual with a strong background in civil litigation and at least four years of relevant experience, particularly in commercial litigation. Familiarity with employment law is highly desirable, as well as a demonstrated ability to manage case reviews, draft pleadings, and handle law and motion matters effectively.<br><br>Responsibilities:<br>• Conduct thorough case reviews and analyze applicable laws to provide strategic legal counsel.<br>• Draft and prepare pleadings, motions, and other legal documents with precision and attention to detail.<br>• Represent clients in court proceedings, including arguing law and motion matters.<br>• Develop and execute discovery strategies, including preparing and responding to written discovery requests.<br>• Collaborate closely with team members to ensure seamless case management and effective representation.<br>• Maintain compliance with billable hour requirements, achieving a minimum of 1,650 hours annually.<br>• Provide guidance on employment law matters as applicable to client cases.<br>• Utilize case management and document management software to organize and track case progress.<br>• Research and summarize legal matters to support case strategy and client advisement.
