We are looking for a Customer Service Representative to support customer accounts and help coordinate order activity for a Long-term Contract position in Tracy, California. In this role, you will serve as a key point of contact for clients, manage order-related communication, and work closely with sales, production, and shipping teams to keep commitments on track. This position is well suited for someone who is comfortable in a manufacturing setting and can balance accuracy, responsiveness, and strong customer care.<br><br>Responsibilities:<br>• Receive and enter customer orders submitted by clients or internal account representatives, ensuring complete and accurate information.<br>• Communicate with customers about pricing requests, order updates, revisions, confirmations, and service concerns in a careful and timely manner.<br>• Create and process purchase orders for materials and supplies needed to support production schedules.<br>• Maintain customer account records, update key data in internal systems, and assist with credit-related transactions when needed.<br>• Partner with manufacturing and shipping teams to help coordinate production timing and support on-time delivery performance.<br>• Monitor multiple small- to mid-sized customer accounts with varying levels of complexity while maintaining service quality.<br>• Respond to questions and resolve issues by coordinating with internal departments to keep customers informed and supported.
We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position is ideal for a detail-oriented customer service specialist who can manage urgent and routine calls, gather accurate details, and direct the appropriate response teams with sound judgment. The role requires strong communication, careful documentation, and the ability to stay composed while handling fast-moving situations in a healthcare environment.<br><br>Responsibilities:<br>• Monitor incoming radio and call activity, assess each situation, and coordinate additional support when safety-related issues arise.<br>• Receive emergency and non-emergency requests, collect complete incident details, and route work to the appropriate facilities, security, or response personnel.<br>• Enter service requests, updates, and incident information into the designated management system while keeping logs and work orders accurate and current.<br>• Apply established procedures consistently to ensure critical response steps are completed thoroughly and without delay.<br>• Prepare routine shift, daily, and weekly reports using standard office software such as Microsoft Word and Excel.<br>• Communicate key updates during shift handoffs so incoming team members are informed of ongoing issues, priorities, and unresolved items.<br>• Review active workflows to confirm service requests are being handled with attention to detail, efficiently, and within expected response standards.<br>• Serve as a point of coordination among supervisors, facilities teams, security staff, and other internal partners involved in incident response.
We are looking for a Program Coordinator to support cross-functional initiatives that strengthen operations, service delivery, and stakeholder engagement in Menlo Park, California. This Long-term Contract position is ideal for someone who can coordinate multiple projects, keep teams aligned, and ensure programs move forward with clear documentation and consistent communication. The role partners with clinical, administrative, and service teams to help organize workflows, support business development efforts, and contribute to a high standard of customer service.<br><br>Responsibilities:<br>• Coordinate projects that enhance departmental operations and support program growth by defining goals, tracking progress, and keeping stakeholders informed.<br>• Organize meetings and working groups to address operational needs, document outcomes, and distribute follow-up communication to relevant teams.<br>• Support care coordination activities by understanding service workflows and helping facilitate patient-related inquiries and visit logistics when needed.<br>• Oversee the development and distribution of marketing collateral, event materials, and other communications for internal and external audiences.<br>• Assist with vendor, consultant, and contractor engagement by supporting evaluation, selection, and coordination processes.<br>• Monitor program activities for adherence to organizational, hospital, and university policies through quality review and process oversight.<br>• Analyze existing business processes, document findings, and recommend improvements that help achieve project objectives.<br>• Build productive relationships with customers, clients, vendors, and community partners while representing the organization in an attentive and inclusive manner.
We are looking for an Access Ops Associate to support patient registration and appointment access services for a healthcare organization in Newark, California. This Long-term Contract position plays an important role in helping patients, providers, and community partners navigate scheduling, registration, and related administrative processes with accuracy and professionalism. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage high-volume communications while maintaining compliance and a patient-centered approach.<br><br>Responsibilities:<br>• Guide patients through registration activities, appointment scheduling, rescheduling, and cancellations across multiple clinics and service lines.<br>• Respond to inbound and outbound calls, record relevant details accurately, and direct requests to the appropriate teams for timely follow-up.<br>• Maintain current and accurate patient records by reviewing demographic, coverage, and other required information within medical record systems.<br>• Recognize urgent patient concerns or workflow issues and elevate them promptly to the appropriate department or leadership contacts.<br>• Verify insurance-related requirements, support authorization steps when needed, and keep patients informed about the status of their access needs.<br>• Coordinate outpatient visits and related services to help create a seamless experience across departments and specialty areas.<br>• Support referring and community physicians by facilitating connection points for consultation requests and access to the appropriate providers.<br>• Provide care coordination support when applicable to help ensure patient needs are addressed efficiently and in alignment with established protocols.<br>• Follow hospital standards, regulatory expectations, and patient safety practices while contributing to a respectful, secure, and service-focused environment.
We are looking for an experienced Recruiter to support hiring efforts for a Contract position based in Mountain View, California. This role will manage the recruitment lifecycle from talent identification through offer coordination, helping teams attract candidates with relevant experience in a fast-moving corporate environment. The ideal candidate brings strong sourcing capability, sound judgment, and the ability to keep multiple searches progressing efficiently.<br><br>Responsibilities:<br>• Lead end-to-end hiring activities, including intake discussions, sourcing, screening, interview coordination, and offer support.<br>• Build and maintain candidate pipelines for a range of openings by using proactive sourcing strategies across multiple channels.<br>• Partner with hiring managers to understand workforce needs, define candidate profiles, and align recruiting plans with business goals.<br>• Manage a high volume of requisitions while maintaining organization, responsiveness, and a positive candidate experience.<br>• Conduct initial candidate assessments to evaluate qualifications, interest, and overall fit for assigned opportunities.<br>• Track recruiting activity within the applicant tracking system and maintain accurate, up-to-date records throughout the hiring process.<br>• Communicate regularly with stakeholders on search progress, market feedback, and challenges that may affect hiring timelines.
<p><strong>Natalie Lue with Robert Half is partnering with a growing organization seeking a hands-on Accounting Manager who is eager to step into a future Controller-level role. This is an excellent opportunity for a strong accounting leader who enjoys partnering with operations, driving process improvements, and influencing key business decisions.</strong></p><p><br></p><p>The ideal candidate will bring experience from restaurant, hospitality, entertainment, food service, retail, or other fast-paced, customer-focused environments.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Leading month-end close and financial reporting</li><li>Budgeting, forecasting, and financial analysis</li><li>Payroll oversight and compliance</li><li>Cost controls and operational performance analysis</li><li>Supporting leadership with strategic financial insights</li><li>Partnering cross-functionally to improve processes and drive efficiencies</li></ul><p><strong>This role offers strong visibility to leadership, the opportunity to influence business strategy, and a clear path toward a Controller title as the organization continues to grow.</strong></p>
We are looking for a Help Desk/Desktop Support Analyst to provide dependable technical support for end users in Santa Clara, California. This Long-term Contract position is ideal for someone who enjoys resolving desktop and system issues, delivering excellent customer service, and keeping day-to-day IT operations running smoothly. The role focuses on hands-on troubleshooting, user support, and timely ticket resolution across Windows-based environments.<br><br>Responsibilities:<br>• Provide front-line technical assistance for hardware, software, and desktop-related issues affecting end users.<br>• Diagnose and resolve problems within Microsoft Windows environments, including Windows 10 systems and common workstation applications.<br>• Manage service desk requests from intake through closure, ensuring updates are documented clearly and handled within expected timeframes.<br>• Support user account administration activities in Active Directory, including access changes, password assistance, and basic account maintenance.<br>• Troubleshoot system, peripheral, and connectivity issues to minimize disruption and restore user productivity quickly.<br>• Install, configure, and maintain desktop equipment, operating systems, and standard business applications as needed.<br>• Escalate more complex incidents appropriately while providing accurate notes and relevant troubleshooting details to support resolution.
<p>Robert Half is partnering with a national law firm seeking a Recruiting Coordinator to support attorney recruiting and onboarding efforts across the firm. This fully remote opportunity is ideal for a detail-oriented professional who enjoys coordinating interviews, managing candidate communications, and supporting recruiting operations in a fast-paced environment. Prior law firm experience is preferred.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Coordinate candidate interviews and manage scheduling with candidates and firm leadership.</li><li>Serve as a primary point of contact for candidates, search firms, and internal stakeholders throughout the hiring process.</li><li>Gather interview feedback and assist with recruiting communications and follow-up.</li><li>Support candidate sourcing and recruiting outreach initiatives.</li><li>Maintain recruiting records, reports, and data accuracy.</li><li>Track recruiting projects and deadlines across multiple departments.</li><li>Provide administrative and cross-functional support as needed.</li></ul>
<p>Grow your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while building your skills through diverse, high-impact client assignments across the East Bay.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>· Perform month-end closings, reconciliations, and financial reporting.</p><p>· Support accounts payable, accounts receivable, and general ledger functions.</p><p>· Ensure compliance with accounting standards and company policies.</p><p>· Assist with audits and special accounting projects as needed.</p><p>· Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
<p>We are looking for an experienced Accounting Transformation Manager to support core accounting operations and strengthen financial reporting processes in San Francisco, California. This individual contributor role focuses on improving the accuracy and efficiency of close activities, reconciliations, and audit readiness while partnering with stakeholders across the finance organization. The ideal candidate brings strong technical accounting knowledge and a hands-on approach to managing general ledger activity, journal entries, and reporting deliverables.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead accounting transformation projects, including process improvements, system implementations, automation, and change initiatives.</li><li>Serve as the accounting SME for system upgrades, ensuring strong controls and compliance with US GAAP and reporting requirements.</li><li>Gather, document, and translate accounting requirements for new systems and processes.</li><li>Support solution design, UAT, and financial system enhancements.</li><li>Design and document future-state processes, workflows, and SOPs.</li><li>Identify risks and implement effective financial and compliance controls.</li><li>Standardize accounting policies, procedures, and internal controls.</li><li>Partner with cross-functional teams to build scalable, automated, audit-ready processes.</li><li>Support change management, training, and post-implementation adoption.</li><li>Track project progress, risks, and deliverables to meet business goals.</li><li>Stay current on accounting technology, automation, and industry best practices.</li></ul>
We are looking for an Accounting Clerk to support a document-handling project in California. This Long-term Contract position focuses on preparing mailed statements with accuracy and efficiency in a detail-oriented office setting. The ideal candidate is detail-oriented, dependable, and comfortable performing repetitive clerical tasks while maintaining quality throughout the process.<br><br>Responsibilities:<br>• Prepare printed statements for mailing by organizing, folding, and assembling documents for distribution.<br>• Insert completed statements into envelopes while verifying that recipient information is correctly displayed in the envelope window.<br>• Review outgoing mail pieces for alignment, completeness, and presentation before final processing.<br>• Handle paper records carefully and maintain an orderly workspace throughout the assignment.<br>• Support general clerical activities such as filing, document sorting, scanning, and electronic record organization as needed.
<p>We are looking for an experienced finance leader to oversee budgeting, reporting, and operational guidance for a network of nonprofits in San Jose, California. This W2 hourly position will play a central role in strengthening fiscal planning, supporting operations, financial analysis, and advising leadership on critical decision-making. The ideal candidate brings strong expertise in budgeting, month-end close, financial reporting, and cash flow forecasting, along with the ability to translate complex data into practical recommendations. The role is hybrid (4 days onsite / 1 day remote). The client is on QuickBooks Online (proficiency with this software is highly preferred). If you are bilingual in Spanish, that would be helpful but not required. Finance Manager, Finance Directors, and VP's of Finance with nonprofit industry or education industry experience are all welcomed to apply.</p><p><br></p><p>You must be ready to start a new role in October.</p><p><br></p><p>Responsibilities:</p><p>• Day-to-day finance support</p><p>• Supporting stakeholders with creating budgets</p><p>• Cash reporting and forecasting</p>
<p>Robert Half's client is looking for an experienced Property Manager to oversee a portfolio of residential communities in Hayward, California. This is a Contract position suited for a hands-on leader who can balance operational performance, regulatory compliance, resident satisfaction, and team development. The role requires close coordination with onsite teams and central support functions to maintain strong property performance and consistent service standards. Strong experience with Low Income Housing Tax Credit is required.</p><p><br></p><p>Property Manager Responsibilities:</p><p>• Direct day-to-day portfolio operations by maintaining clear communication between onsite teams and central office partners to support effective oversight and issue resolution.</p><p>• Lead, coach, and evaluate community management staff, including involvement in hiring decisions, employee development, performance management, and disciplinary actions in alignment with company policies.</p><p>• Review occupancy trends, financial results, and operational indicators on a regular basis, then recommend practical steps to strengthen performance across assigned properties.</p><p>• Conduct routine audits of administrative, accounting, and maintenance functions to confirm compliance with internal procedures, regulatory obligations, and quality expectations.</p><p>• Handle escalated resident concerns and guide site teams toward timely, thorough resolutions that support positive community relations.</p><p>• Perform scheduled site visits and physical inspections each month to assess property conditions, confirm readiness of vacant units, and identify areas needing maintenance or operational improvement.</p><p>• Prepare and monitor annual operating and capital budgets, approve expenses within authorized limits, and assess vendor agreements or service contracts when recommendations are needed.</p><p>• Build productive relationships with lenders, agency representatives, and internal departments while ensuring all applicable housing and regulatory requirements, including HUD-related standards, are followed.</p><p>• Organize and deliver portfolio meetings and training sessions, while mentoring emerging leaders within the assigned communities and promoting a collaborative, inclusive team environment.</p><p><br></p><p>If you are interested in this contract Property Manager position, and meet the required experience, please apply today!</p>
<p>We are looking for an experienced Infrastructure Project Manager to lead major technology upgrade efforts in San Francisco, California. This role will oversee enterprise telephony and audio/visual modernization programs, partnering with technical teams, vendors, and leadership to keep delivery on track and aligned with organizational goals. This is a long-term contract position for an individual who can bring structure, visibility, and strong stakeholder communication to complex infrastructure initiatives.</p><p><br></p><p>This is an on-site, long-term contract. </p><p><br></p><p>Responsibilities:</p><p>• Direct concurrent infrastructure modernization projects, ensuring scope, timelines, budgets, and milestones are actively managed from initiation through completion.</p><p>• Build and maintain detailed project plans, monitor dependencies and risks, and drive timely resolution of issues that could affect delivery.</p><p>• Prepare leadership-facing updates that clearly communicate progress, financial status, key decisions, and areas requiring attention.</p><p>• Coordinate with internal technology teams, business partners, and external service providers to keep implementation activities aligned across workstreams.</p><p>• Oversee vendor and contractor performance by tracking deliverables, reviewing schedules, and addressing gaps in execution.</p><p>• Facilitate meetings, status reviews, and decision-making sessions with stakeholders ranging from operational staff to executive leaders.</p><p>• Translate technical project details into practical business impacts and recommendations for non-technical audiences.</p><p>• Support onsite deployment coordination across multiple locations for telephony, AV, and related infrastructure activities.</p><p>• Maintain accurate project documentation, dashboards, reports, and presentation materials to support governance and accountabilityl</p>
<p>Join a thriving legal team in Menlo Park, California as a Family Law Attorney and make a tangible impact every day. We’re seeking a dedicated legal professional with proven experience in family law and litigation, ready to take on challenging cases and deliver meaningful results for our clients. In this role, you’ll handle a diverse portfolio of assignments, advocate for clients in court, and collaborate with a highly skilled group of colleagues. </p><p><br></p><p>Key Responsibilities:</p><ul><li>Work alongside accomplished partners and colleagues to deliver timely, high-quality results.</li><li>Take center stage in representing clients during family law hearings and proceedings.</li><li>Foster professional relationships with clients, opposing counsel, and experts to achieve optimal legal outcomes.</li><li>Apply meticulous attention to detail in drafting and reviewing motions, pleadings, and correspondence.</li><li>Lead legal research with advanced tools like WestLaw and Attorney’s Briefcase to strengthen case strategy.</li><li>Harness specialized software such as DissoMaster, Lawyaw, and Lawgic to streamline workflows.</li><li>Offer strategic advice tailored to each client’s unique needs, always upholding the highest ethical standards.</li></ul><p>If you’re passionate about family law and ready for your next career move, apply today and shape the future of our legal team.</p>
<p>Robert Half Legal is partnering with a nonprofit legal advocacy organization in San Francisco seeking an experienced Senior Litigation Paralegal for a three-month temporary assignment. In this hybrid role (2 days onsite, 3 days remote), the selected candidate will support attorneys across all phases of litigation, including case management, court filings, discovery, docket management, document review and production, and trial preparation.</p><p>The ideal candidate will have a strong background in civil litigation and the ability to provide comprehensive, hands-on litigation support. While experience in housing, workers' rights, or immigration law is highly desirable, candidates with substantive litigation experience in other practice areas are encouraged to apply!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide comprehensive litigation support to attorneys throughout all phases of litigation, from case initiation through trial preparation.</li><li>Prepare, format, and coordinate the filing and service of pleadings, motions, discovery documents, subpoenas, and other legal documents.</li><li>Draft and respond to written discovery, including interrogatories, requests for production, and requests for admission.</li><li>Assist with document review, organization, and production, including managing discovery materials and case-related records.</li><li>Maintain litigation calendars, monitor court deadlines, and assist with docket management to ensure compliance with applicable court rules and procedures.</li><li>Coordinate deposition preparation, organize exhibits and supporting materials, and assist attorneys with trial preparation.</li><li>Perform cite-checking, proofreading, and document review to ensure accuracy and completeness of legal filings and supporting materials.</li><li>Maintain organized case files and provide ongoing administrative and procedural support to attorneys handling active litigation matters.</li></ul><p><br></p>
We are looking for an organized Office Manager to support daily administrative operations in California. This contract opportunity is ideal for someone who enjoys creating an efficient workplace, coordinating front-office activities, and keeping essential office functions running smoothly. The person in this role will help maintain a well-organized environment while supporting supply management, vendor coordination, and routine financial administration.<br><br>Responsibilities:<br>• Oversee day-to-day office operations to ensure the workplace remains organized, efficient, and fully supported.<br>• Manage purchasing for office materials and track inventory levels so teams have the supplies they need.<br>• Coordinate with vendors and service providers to maintain smooth administrative and facility-related support.<br>• Handle reception responsibilities by welcoming visitors, answering incoming communications, and directing inquiries appropriately.<br>• Support accounts payable activities, including reviewing invoices and assisting with timely processing of payments.<br>• Maintain administrative records, organize office documentation, and help streamline routine support tasks.<br>• Assist with scheduling, internal coordination, and general office logistics to keep daily operations on track.
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>We are looking for a Sr. Financial Analyst to support strategic and operational decision-making through rigorous financial insight and data-driven evaluation. This position will play a key role in interpreting business performance, building forward-looking analyses, and delivering clear recommendations to stakeholders. Based in California, the role is well suited for a finance specialist who can translate complex data into meaningful business guidance.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling efforts, including data consolidation and assumption analysis.</li><li>Evaluate business performance through variance reporting, KPI tracking, trend analysis, and actionable insights.</li><li>Partner with operational and finance teams to support planning, reporting, and strategic decision-making.</li><li>Maintain and improve financial and operational data accuracy while serving as a key FP&A resource.</li><li>Support company-wide performance reviews, business unit analysis, and long-term financial planning initiatives.</li><li>Contribute to process improvements, system implementations, and special projects such as acquisitions or IPO preparation.</li><li>Foster collaboration, continuous improvement, and proactive problem-solving across the finance organization.</li></ul>
<p>We are looking for a Technical Program Manager to lead web-focused initiatives. This contract opportunity is <strong>on-site in the San Francisco Bay Area</strong>, and ideal for someone who can bring structure to complex digital work, guide cross-functional teams, and keep programs moving from concept through launch. The role calls for a strong operational mindset, excellent stakeholder communication, and the ability to tailor delivery approaches to meet evolving project needs.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the full delivery cycle for web initiatives, guiding work from intake and scoping through execution, validation, and release.</p><p>• Partner with engineering, design, content, marketing, and web strategy stakeholders to define priorities, clarify requirements, and maintain alignment on timelines and outcomes.</p><p>• Apply a flexible project delivery approach by selecting and refining Scrum, Kanban, and Waterfall practices based on project scope and team needs.</p><p>• Administer and optimize project management platforms such as Jira and ClickUp, including workflow setup, dashboard creation, and usage guidance for team members.</p><p>• Establish and enhance governance standards for web operations to improve consistency, accountability, and delivery quality across projects.</p><p>• Manage the web roadmap by balancing priorities, coordinating resources, and ensuring work supports broader business objectives.</p><p>• Facilitate agile team routines such as sprint planning, daily check-ins, retrospective sessions, and backlog refinement meetings.</p><p>• Track program metrics and analyze delivery performance to identify bottlenecks, improve efficiency, and support data-informed decisions.</p>
<p>We are looking for an Accounts Payable Specialist to join a team in San Jose, California in a contract-to-permanent capacity. This role is ideal for someone with strong invoice processing experience who can manage payment workflows with accuracy, maintain organized financial records, and support daily accounts payable operations. The position offers the opportunity to work across multiple financial platforms while partnering with internal stakeholders to help keep vendor payments timely and compliant. Once hired, you will have access to full medical benefits, a 401k plan, and a discretionary bonus. Apply today! </p><p><br></p><p>Responsibilities:</p><ul><li>Process vendor invoices from receipt through payment, ensuring details are accurate, properly approved, and entered with the correct general ledger coding.</li><li>Manage payment activity through ACH, printed checks, and other approved methods while maintaining strong attention to timing, controls, and documentation.</li><li>Review and reconcile transaction data across systems such as Bill.com, QuickBooks Online, banking platforms, and company recordkeeping tools to support accurate accounts payable reporting.</li><li>Monitor bank-related workflows, including payment verification and Positive Pay activities, to help reduce exceptions and support secure disbursements.</li><li>Research invoice discrepancies, vendor credit issues, and work order-related questions, then coordinate with internal teams to resolve outstanding items promptly.</li><li>Maintain organized digital records and supporting documentation using business applications and shared productivity tools within Microsoft 365.</li><li>Assist with card spend tracking, toll chargeback processing, and other expense-related administrative tasks tied to payables operations.</li><li>Support period-end accounts payable activities by following closed-period controls and helping ensure transactions are recorded in the proper accounting window.</li></ul>
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
We are looking for an experienced Front Desk Coordinator to support daily front-of-office operations for a Financial Services organization in San Francisco, California. This Long-term Contract position is ideal for someone who excels at creating a welcoming experience while keeping communications and administrative tasks running smoothly. The person in this role will serve as a key point of contact for visitors and callers, balancing strong attention to detail, responsiveness, and organizational skills.<br><br>Responsibilities:<br>• Welcome guests and employees at the front desk, creating a positive first impression and directing visitors appropriately.<br>• Manage a multi-line phone system by answering incoming calls promptly, transferring inquiries, and taking accurate messages when needed.<br>• Coordinate concierge-style assistance for visitors, clients, and internal staff to help ensure a smooth on-site experience.<br>• Monitor the reception area to maintain an orderly, presentable, and secure environment throughout the day.<br>• Handle routine front office administrative tasks such as logging visitors, responding to general inquiries, and supporting daily office operations.<br>• Serve as a central communication point by routing phone calls and relaying information clearly to the appropriate teams or individuals.
<p>We are seeking a highly organized and proactive Executive Assistant to provide direct support to the CEO. This individual will serve as a trusted partner, managing complex calendars, coordinating meetings and travel, handling confidential information, and ensuring seamless day-to-day executive operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the CEO's calendar, meetings, and travel arrangements</li><li>Coordinate executive communications and correspondence</li><li>Prepare presentations, reports, agendas, and meeting materials</li><li>Support board meetings and executive leadership initiatives</li><li>Track priorities, deadlines, and follow-up items</li><li>Handle sensitive and confidential information with discretion</li><li>Partner with internal and external stakeholders on behalf of the CEO</li></ul><p><br></p>