<p><strong>Responsibilities:</strong></p><ul><li>Oversee daily office operations and support team efficiency</li><li>Manage office supplies, equipment, and vendor relationships</li><li>Coordinate schedules, meetings, and travel arrangements</li><li>Support HR processes such as onboarding and recordkeeping</li><li>Assist with basic bookkeeping and expense tracking</li><li>Implement and improve office procedures and policies</li><li>Maintain a positive and organized workplace environment</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 match, apply today and send your resume to JC del Rosario on LinkedIn—I’d love to connect and learn more about your background.</p><p><br></p><p><strong>Accounting Manager</strong></p><p>Are you an experienced accounting professional looking to take ownership of key financial operations within a growing, fast‑paced organization? We’re seeking an Accounting Manager to oversee management company accounting, strengthen processes, and help scale a modern, high‑performing finance function.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Play a hands‑on role in shaping and elevating the accounting function</li><li>Join a collaborative finance team that values integrity, operational excellence, and growth</li><li>Enjoy a hybrid work model with competitive compensation and benefits</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare quarterly and annual financial statements with accuracy and attention to detail</li><li>Manage cash operations, payments, distributions, and the management company general ledger</li><li>Oversee accounts payable, payroll, and 401(k) administration</li><li>Partner with tax and compliance teams to ensure timely and accurate filings</li><li>Lead budgeting, forecasting, and continuous process improvements—including automation and system enhancements</li><li>Strengthen internal controls and support fund accounting activities</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary and annual bonus</li><li>Comprehensive health, life, and disability insurance</li><li>Robust 401(k) plan</li><li>Hybrid work flexibility</li><li>Supportive, growth‑oriented team culture</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and send your resume to <strong>JC del Rosario</strong> on LinkedIn—I’d love to connect and learn more about your background.</p><p><br></p><p><strong>Accounting Manager</strong></p><p>Are you an experienced accounting professional ready to take ownership of critical financial operations in a fast‑moving, growing organization? We’re looking for an <strong>Accounting Manager</strong> to oversee management company accounting, strengthen processes, and help scale a modern finance function.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Play a hands‑on role in shaping and evolving the accounting function</li><li>Join a collaborative, high‑performing finance team that values integrity and growth</li><li>Enjoy a hybrid work model with competitive compensation and benefits</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare quarterly and annual financial statements with accuracy and attention to detail</li><li>Manage cash operations, payments, distributions, and the general ledger for the management company</li><li>Oversee accounts payable, payroll, and 401(k) administration</li><li>Partner with tax and compliance teams to ensure timely and accurate filings</li><li>Lead budgeting, forecasting, and ongoing process improvements, including automation and system enhancements</li><li>Strengthen internal controls and support fund accounting operations</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary and annual bonus</li><li>Comprehensive health, life, and disability coverage</li><li>Attractive 401(k) plan</li><li>Hybrid work flexibility</li><li>Supportive, growth‑oriented team culture</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great match, 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>Tax Manager</strong></p><p>Are you a tax professional seeking a role where you can grow, lead, and contribute in a collaborative environment? We’re partnering with a boutique wealth management firm that integrates a strong tax practice into its services. This position offers flexibility, professional development, and the chance to work alongside a supportive team dedicated to excellence.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that truly values continuous learning and personal growth.</li><li>Work in a warm, client-centered environment with a strong team culture.</li><li>Build toward a leadership role as you grow with the firm.</li><li>Enjoy a flexible hybrid schedule and competitive compensation.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns.</li><li>Support technical reviews and assist with complex tax matters.</li><li>Collaborate with senior leaders and tax preparers to ensure accuracy and quality.</li><li>Assist with client communication and deliver exceptional service.</li><li>Gradually take on increased responsibility for reviews and sign-offs over time.</li></ul>
We are looking for a detail-oriented Administrative Coordinator to assist with a short-term project in Stockton, California. This contract position involves supporting organizational tasks for a specific assignment lasting three days. Ideal candidates will have excellent communication skills and the ability to manage time effectively.<br><br>Responsibilities:<br>• Prepare, organize, and distribute project materials, including stuffing envelopes for distribution.<br>• Coordinate schedules and ensure timely completion of the project within the designated timeframe.<br>• Maintain clear communication with team members to ensure smooth workflow.<br>• Provide administrative support, including managing documentation and tracking progress.<br>• Adhere to project deadlines and ensure all tasks are completed accurately.<br>• Assist with logistical arrangements to optimize efficiency during the project.<br>• Ensure compliance with organizational standards and procedures.<br>• Handle minor troubleshooting or adjustments to ensure the project remains on track.<br>• Report updates and completion status to relevant stakeholders as required.
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and send your resume to <strong>JC del Rosario on LinkedIn</strong>—I’d love to connect and learn more about your background and career goals.</p><p><br></p><p><strong>Accounting Manager – Venture Investment Firm</strong></p><p><strong>About Us</strong></p><p>We are a technology investment firm partnering with exceptional founders to build transformative companies across the innovation lifecycle. Our focus spans the future of work, consumer technology, cybersecurity, and developer infrastructure. With a portfolio that includes some of the most forward‑thinking names in tech, we combine strategic capital with deep operational expertise to fuel long‑term success.</p><p><br></p><p><strong>The Role</strong></p><p>We’re looking for an experienced <strong>Accounting Manager</strong> to support both management company and fund accounting operations. This role is perfect for a detail‑driven professional who thrives in a fast‑paced environment and enjoys balancing hands‑on accounting with strategic financial support. Reporting directly to the <strong>Head of Finance</strong>, you’ll play a key role in maintaining strong accounting controls, enhancing processes, and partnering across teams to support the firm’s growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day‑to‑day management company accounting, including GL, AP, and expense processing</li><li>Lead monthly and quarterly close; prepare financial statements, budgets, and variance analyses</li><li>Oversee entity allocations and coordinate tax filings and Form 1099 issuance</li><li>Maintain fund accounting ledgers—capital calls, distributions, investment activity, and more</li><li>Prepare fund financial statements and NAV packages; serve as a key contact for fund administrators</li><li>Support financial audits, tax processes, and investor reporting</li><li>Identify opportunities for process improvements and contribute to system enhancements</li></ul><p><strong>Culture Fit</strong></p><ul><li>Comfortable taking ownership and leading your function</li><li>Thrives in a dynamic, collaborative environment</li><li>Excited to dive into complex deals and contribute to a growing investment platform</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Manager| Asset Management| Remote | Flexible Start Date</strong></p><p> </p><p>Our client is a technology-driven asset manager applying AI and machine learning to financial markets. They’re a multibillion-dollar platform known for innovation and collaboration.</p><p> </p><p>Join a fast-growing team supporting fund tax compliance and infrastructure. Work closely with senior leadership, contribute to automation initiatives, and help shape scalable processes—all in a fully remote environment with competitive pay and benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax compliance for funds and entities, including returns, K-1s, and withholding for foreign investors</li><li>Lead hedge fund-specific tax matters (blockers, UBTI, ECI, PFIC/QEF)</li><li>Partner with accounting and operations teams on recurring processes</li><li>Perform monthly ASC 740 assessments and PTET withholding reviews</li><li>Respond to investor inquiries and coordinate with advisors</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Seasonal Tax Support Specialist</strong></p><p>Contract</p><p>Join a respected boutique tax firm for the busy season. We are seeking a professional and client-focused Seasonal Tax Support Specialist to help us deliver exceptional service during tax season. Bring your accounting expertise, strong communication skills, and commitment to accuracy to make an immediate difference.</p><p> </p><p><strong>Compensation:</strong></p><p>$40–$45 per hour, commensurate with experience.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist clients throughout the tax filing process, ensuring a positive and professional experience.</li><li>Scan, organize, and maintain confidential tax documents with the highest level of accuracy.</li><li>Answer inbound client calls, provide timely assistance, and resolve inquiries with a customer-service mindset.</li><li>Deliver vital administrative support to tax preparers and internal staff as needed.</li><li>Work alongside experienced accountants using Lacerte or similar tax software.</li></ul>
<p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
<p>We are looking for an organized and detail-oriented Administrative Coordinator to join our team on a contract basis in San Francisco, California. In this role, you will provide essential support to ensure smooth operations, focusing on administrative tasks and coordination within a dynamic environment. This position is ideal for someone with a strong ability to manage schedules, handle inbound communication, and maintain efficiency in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><p>• Manage and coordinate daily schedules and calendars to ensure smooth workflow.</p><p>• Answer incoming calls professionally, providing accurate information and assistance as needed.</p><p>• Support the team with administrative tasks such as document preparation and data entry.</p><p>• Organize and maintain records to ensure accessibility and compliance with company standards.</p><p>• Collaborate with team members to address operational needs and resolve issues promptly.</p><p>• Schedule appointments and meetings, ensuring all logistics are handled effectively.</p><p>• Assist with tasks related to home health services, ensuring accurate communication and coordination.</p><p>• Monitor and prioritize tasks to meet deadlines and organizational goals.</p><p>• Serve as a reliable point of contact for internal and external inquiries.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at allison.jacques - at - roberthalf - .com with your word resume and reference job ID#00410-0013376044 **</p>
Key Responsibilities:<br>Manage and review individual, corporate, partnership, and fiduciary tax returns<br><br>Oversee tax planning and compliance for a variety of clients across industries<br><br>Serve as the primary point of contact for clients, building and maintaining strong relationships<br><br>Research complex tax issues and provide clear, actionable recommendations<br><br>Review work prepared by staff and seniors, ensuring accuracy and compliance with tax laws<br><br>Mentor and train staff accountants and senior tax associates<br><br>Coordinate and manage multiple engagements and deadlines simultaneously<br><br>Ensure adherence to firm policies, procedures, and professional standards<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)<br><br>CPA license required<br><br>5–8+ years of public accounting experience, with at least 2 years in a supervisory role<br><br>In-depth knowledge of federal, state, and local tax regulations<br><br>Strong leadership, analytical, and organizational skills<br><br>Excellent communication and client service abilities<br><br>Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar) and Microsoft Office Suite
We are looking for an experienced Human Resources (HR) Manager to oversee and enhance all HR operations within our division in Stockton, California. This contract position requires a detail-oriented individual who can act as a strategic partner to leadership while ensuring compliance with employment regulations and fostering a positive work environment. The ideal candidate will bring expertise in employee relations, policy administration, and HR program management.<br><br>Responsibilities:<br>• Lead recruitment efforts, onboarding processes, and employee training programs to ensure workforce development.<br>• Manage compensation and benefits initiatives to align with organizational goals and employee needs.<br>• Address complex employee relations matters, including disciplinary actions and terminations, with fairness and integrity.<br>• Ensure compliance with federal, state, and local employment laws and regulations while maintaining up-to-date knowledge of changes.<br>• Provide guidance to management on HR policies, procedures, and best practices to support organizational objectives.<br>• Maintain accurate employee records and generate HR metrics and reports to drive informed decision-making.<br>• Oversee the administration of HR systems and processes to ensure efficiency and accuracy.<br>• Collaborate with leadership to develop and implement strategies that enhance employee engagement and satisfaction.<br>• Monitor and improve HR programs to align with company standards and workforce needs.
We are looking for an Administrative Coordinator to join our team in Stockton, California. This position offers the opportunity to contribute to key administrative tasks while collaborating with various team members. As a Long-term Contract role, it is ideal for candidates seeking stability and a chance to develop their organizational skills.<br><br>Responsibilities:<br>• Organize and manage daily administrative tasks to ensure smooth operations.<br>• Coordinate schedules and maintain calendars for executives and team members.<br>• Assist in budget tracking and financial reporting using relevant tools.<br>• Support communication efforts by preparing documents and correspondence.<br>• Utilize CRM systems to manage and maintain accurate records.<br>• Schedule and facilitate virtual meetings using platforms like Cisco Webex.<br>• Ensure timely completion of projects by monitoring progress and managing deadlines.<br>• Handle travel arrangements and expense reports through systems such as Concur.<br>• Collaborate with the team to implement efficient processes and workflows.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
We are looking for an organized and detail-oriented Administrative Coordinator for a short-term contract position in Stockton, California. This role involves supporting a contract-based project over the course of three days. If you enjoy working in a fast-paced environment and have strong organizational skills, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and organize materials for a large-scale mailing project.<br>• Manage envelope stuffing tasks efficiently and accurately.<br>• Follow detailed instructions to ensure project requirements are met.<br>• Coordinate with team members to maintain workflow and timelines.<br>• Ensure all documentation and materials are properly handled and stored.<br>• Maintain a clean and organized workspace throughout the project.<br>• Communicate progress updates to supervisors as needed.<br>• Adhere to the provided schedule, including designated break times.<br>• Support any additional administrative tasks related to the project.
We are looking for a highly organized and detail-oriented Property Manager to join our team in Oakland, California. In this role, you will play a key part in providing administrative and tenant support to ensure smooth operations within our affordable housing properties. This is a long-term contract position, offering an excellent opportunity to contribute to a mission-driven organization focused on quality housing solutions.<br><br>Responsibilities:<br>• Provide administrative support to property managers and staff, including handling documentation and correspondence efficiently.<br>• Coordinate and process lease agreements, renewals, and compliance forms for affordable housing programs.<br>• Assist tenants during onboarding by explaining lease terms and ensuring compliance with housing requirements.<br>• Manage tenant files, including legal and financial records, while ensuring adherence to local, state, and federal housing regulations.<br>• Prepare detailed monthly reports on occupancy rates, rent collection, delinquencies, and maintenance requests.<br>• Address tenant inquiries professionally, ensuring excellent customer service and timely resolution of issues.<br>• Support property managers in tracking budgets and expenses for effective financial oversight.<br>• Collaborate with maintenance teams to ensure timely completion of repair requests and upkeep of properties.<br>• Utilize property management software, such as Yardi, to maintain accurate records and streamline processes.
<p><strong>Responsibilities:</strong></p><ul><li>Oversee day-to-day maintenance and facility operations</li><li>Coordinate repairs, cleaning, and vendor services</li><li>Monitor inventory of supplies and equipment</li><li>Support safety and compliance initiatives</li><li>Assist with office moves and workspace setup</li><li>Respond to staff requests and resolve facility issues promptly</li></ul><p><br></p>
<p><strong>Responsibilities:</strong></p><ul><li>Oversee day-to-day maintenance and facility operations</li><li>Coordinate repairs, cleaning, and vendor services</li><li>Monitor inventory of supplies and equipment</li><li>Support safety and compliance initiatives</li><li>Assist with office moves and workspace setup</li><li>Respond to staff requests and resolve facility issues promptly</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>Relationship Manager / Client Service Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A well‑respected, boutique Registered Investment Advisor (RIA) with approximately half a billion dollars under management is seeking a <strong>Relationship Manager / Client Service Associate</strong> to join their close‑knit team. The firm is known for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p><br></p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This role requires a unique combination of detail orientation and relationship‑building skills. You will play a key part in onboarding new clients, preparing account documentation, maintaining client accounts, and supporting advisors in all facets of client service.</p><p><br></p><p>You will serve as a primary liaison between the firm and its custodial partners, ensuring smooth operations while delivering exceptional client experiences. This is a great opportunity for someone who wants mentorship from experienced advisors and room to grow—while still having the ability to build a long‑term career in this role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors in onboarding new clients and facilitating smooth transitions</li><li>Coordinate the opening of new accounts and transfer of assets</li><li>Process distributions, including RMDs; maintain annual RMD tracking</li><li>Work directly with custodians to process account service requests</li><li>Document all client interactions and follow‑up in the firm’s CRM</li></ul><p><strong>Why You’ll Love This Opportunity</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer-covered parking or transit pass</li><li>Discretionary bonuses</li><li><strong>4 weeks of PTO</strong> from the start date</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long-tenured staff</li></ul>
We are looking for a detail-oriented Office Assistant to join our team on a contract basis in San Carlos, California. This role is ideal for someone with previous office experience who is comfortable handling administrative tasks and supporting daily operations. You will play a key part in ensuring the smooth functioning of the office while maintaining a focused and organized environment.<br><br>Responsibilities:<br>• Manage document scanning and ensure accurate digital filing.<br>• Respond to inbound calls in a courteous manner and provide appropriate assistance or information.<br>• Perform general clerical tasks to support office operations.<br>• Organize and prepare direct mail pieces for distribution.<br>• Utilize Microsoft Excel for data management and reporting.<br>• Accurately label and categorize items for easy identification.<br>• Maintain an organized workspace and adhere to established office protocols.<br>• Collaborate with team members to address administrative needs effectively.
<p>We are looking for a Store Manager to join our team in Fairfield, California. This is a contract-to-permanent position within the wholesale distribution industry. The ideal candidate will oversee customer service operations, ensuring excellent service delivery and maintaining high standards of customer satisfaction. This role requires strong leadership and organizational skills to effectively manage teams, address customer needs, and contribute to the company’s success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage customer service teams to ensure consistent, high-quality customer interactions.</p><p>• Develop and implement strategies to improve customer satisfaction and resolve complaints effectively.</p><p>• Manage scheduling and staffing decisions to ensure adequate coverage and optimal service levels.</p><p>• Conduct regular training sessions to enhance team performance and ensure compliance with company policies.</p><p>• Oversee inventory management and ensure accurate tracking and replenishment of products.</p><p>• Monitor compliance with safety and security protocols, addressing any discrepancies promptly.</p><p>• Conduct market research to identify opportunities for improving customer service and understand competitor practices.</p><p>• Collaborate with loss prevention teams to safeguard company assets and reduce risks.</p><p>• Supervise merchandising efforts to maximize sales and ensure displays meet company standards.</p><p>• Address operational challenges by stepping into various roles as needed during peak times or staffing shortages.</p>
<p>Join our dynamic team as a Senior Program Manager in Ads Product Marketing Operations and help drive high-impact business initiatives. In this pivotal role, you will lead the creation and scaling of efficient processes that empower our Product Marketing teams and contribute to our mission of helping millions discover new possibilities. If you are passionate about operational excellence, thrive in a fast-paced environment, and enjoy collaborating with diverse stakeholders, we want to hear from you.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage multiple strategic initiatives designed to increase operational efficiency and effectiveness across Ads Product Marketing.</li><li>Transform customer insights into actionable product and marketing priorities for roadmap consideration.</li><li>Champion and continuously improve Ads Product Marketing best practices, creating scalable systems and documentation.</li><li>Design and deliver team education programs to promote efficient collaboration for geographically distributed teams.</li><li>Pilot new programs leveraging technology and systems to accelerate team velocity and delivery.</li><li>Analyze and document existing channels, identify inefficiencies, and implement process improvements.</li><li>Report on project progress, developing and enhancing reporting mechanisms for all tools used by the team.</li><li>Establish and coordinate feedback channels (internal/external) to ensure advertiser needs are identified, captured, and prioritized.</li><li>Partner closely with product marketing teams to integrate customer perspectives into annual planning and key product development milestones.</li><li>Adapt to new projects dynamically, developing solutions in fast-moving environments.</li></ul>
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p>A global travel documentation provider is seeking a Travel Documentation Specialist to support high-volume visa, passport, and travel document processing on a full-time, onsite, temp-to-hire basis. This team provides technology-driven solutions that guide travelers through the documentation process, from initial request through completion. This role is best suited for individuals who enjoy structured, repetitive administrative work, communicate clearly with customers, and thrive in a fast-paced, accuracy-driven environment. This is not a legal role and is not aligned with paralegal or law school career paths. The Travel Documentation Specialist will prepare, review, and process travel documentation requests, update internal systems, track application progress, and provide step-by-step guidance to travelers. The Supervisor is based remotely, and the onsite team in San Franscisco is small, collaborative, and low-turnover. Candidates with experience in passport offices, consulates, visa processing companies, or other regulated administrative environments are strongly encouraged to apply.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, review, and process visa, passport, and travel document applications following established workflows and service-level agreements (SLAs).</li><li>Maintain accurate, timely updates within internal CRM and technology platforms, ensuring all benchmarks and milestones are completed within required timelines.</li><li>Respond to traveler inquiries by phone and email with professionalism, clarity, and strong customer-service skills.</li><li>Monitor case progress, resolve routine documentation questions through research, and escalate issues when needed.</li><li>Conduct research on country-specific travel requirements and other related documentation processes.</li><li>Invoice completed cases accurately and within required timeframes.</li><li>Provide coverage for team members during planned absences.</li><li>Collaborate with the onsite team and cross-functional operational teams to support ongoing workflow improvements.</li><li>Follow structured processes, office workflows, and internal quality standards to ensure consistent and timely service delivery.</li></ul><p><br></p>
<p>We are looking for an experienced Treasury Manager to assist our client in San Francisco. This position is ideal for someone with a strong background in corporate treasury and financial operations and will play a vital role in managing cash flow, optimizing financial procedures, and ensuring compliance with investment policies. This is a long-term contract opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including cash positioning, forecasting, and intercompany transactions.</p><p>• Develop and distribute treasury-based cash forecast models to improve financial planning.</p><p>• Collaborate with engineering and product teams to support projects such as new payment methods, currency launches, and local payment integrations.</p><p>• Oversee banking relationships and payment service provider systems, ensuring secure access management.</p><p>• Evaluate fees and costs across service providers, identifying opportunities for optimization.</p><p>• Implement risk management strategies, including foreign exchange hedging.</p><p>• Monitor the investment portfolio to ensure compliance with established policies and provide necessary support to stakeholders.</p><p>• Work closely with internal audit teams to document and execute controls over treasury processes, ensuring organizational compliance.</p><p>• Recommend and implement improvements to treasury procedures, including the development of standard operating procedures.</p><p>• Lead and oversee implementation projects related to treasury operations.</p>
