<p><strong>About the Project</strong></p><p>Our client, a mission-driven organization in the nonprofit sector, is seeking an experienced IT Project Manager to lead several high‑impact technology initiatives focused on modernizing our infrastructure, improving security, and supporting agency‑wide digital transformation. This individual will play a critical role in driving cross‑functional coordination, ensuring successful deployment of new systems, and supporting end‑users throughout each implementation. The ideal candidate is detail‑oriented, highly organized, and skilled at working directly with business stakeholders, technical teams, and end users across multiple locations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>The Project Manager will lead key technology initiatives focused on system cleanup, security enhancements, and implementing Single Sign-On (SSO) across critical applications.</li><li>This role requires strong coordination with technical teams, business stakeholders, and end users to ensure smooth deployment, clear communication, and effective adoption of updated systems and security standards.</li><li>Primary responsibilities include managing two major projects: the migration of all agency locations from the Comcast phone system to Microsoft Teams Voice, and partnering with Finance leadership to implement a new budgeting SaaS tool.</li><li>The Project Manager will oversee timelines, user engagement, vendor coordination, and rollout activities for both initiatives, working closely with the new CFO and Director IT to ensure successful delivery and transition.</li></ul>
<p>We have an <strong>immediate need</strong> for a Paid Social Specialist with deep expertise in <strong>building Meta ads from start to finish</strong>—from interpreting media briefs to launching campaigns and delivering results to clients. This role requires someone who thrives in fast-paced environments and can manage the entire campaign lifecycle independently.</p><p> </p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and launch Meta ad campaigns end-to-end, including: </li><li>Reviewing and interpreting media briefs.</li><li>Building campaigns in Meta Ads Manager.</li><li>Ensuring accurate setup and timely delivery to clients.</li><li>Monitor and optimize campaigns for performance and efficiency.</li><li>Collaborate with internal teams and clients to align on objectives and KPIs.</li><li>Stay updated on Meta platform best practices and emerging trends.</li></ul>
<p>Robert Half is working with a well-established public sector organization supporting regional water supply and conservation initiatives. We are seeking a detail-oriented and service-driven <strong>Administrative Assistant</strong>. This role supports daily administrative operations while assisting with community-focused water conservation programs that serve residents, businesses, and public agencies throughout the Bay Area. This is an excellent opportunity for a professional who enjoys combining administrative support with public outreach and environmental sustainability initiatives.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Administrative Assistant will provides administrative and program support to internal staff, leadership, and external stakeholders. Reporting to the Office Manager, this role supports multiple departments and plays a key part in coordinating office operations and assisting with water conservation programs and community education efforts.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Administrative Support</strong></p><ul><li>Provide general administrative support to ensure efficient office operations</li><li>Respond to and resolve administrative inquiries from internal and external stakeholders</li><li>Receive and direct incoming calls from public officials, partner agencies, media, vendors, and the general public</li><li>Greet visitors and manage incoming and outgoing mail distribution</li><li>Coordinate preventive maintenance, service calls, and inventory tracking for office equipment</li><li>Maintain and monitor office supply inventory, including ordering and expediting materials as needed</li><li>Maintain and organize office filing systems, including vendor and contract documentation</li><li>Maintain and distribute calendars for staff, board meetings, and agency events</li><li>Draft, edit, and proofread correspondence, reports, and internal communications</li><li>Coordinate meeting logistics, including reserving facilities and organizing onsite and offsite events</li><li>Assist with preparation, assembly, and distribution of meeting agendas and materials for board and committee meetings</li><li>Support special projects requiring data collection, tracking, and reporting</li><li>Perform additional administrative duties as assigned</li></ul>
We are looking for a dedicated Legal Assistant to provide comprehensive support to attorneys and ensure the efficient operation of legal cases and firm processes. This role requires a proactive individual who excels in managing legal documentation, scheduling, correspondence, and trial preparation. The ideal candidate will possess strong organizational skills and a deep understanding of litigation procedures.<br><br>Responsibilities:<br>• Open and close legal cases by obtaining necessary contracts, authorizations, and case details, and ensure proper documentation is circulated.<br>• Draft, prepare, and send legal correspondence, including communications with clients and other relevant parties.<br>• Coordinate travel arrangements for attorneys and manage incoming mail and service documents appropriately.<br>• Order and organize investigation reports and medical records for case files.<br>• Transcribe dictation promptly and maintain attorney calendars for appointments, depositions, and court schedules.<br>• Create, maintain, and organize both physical and electronic case files, ensuring all documents are saved and routed correctly.<br>• Prepare and file complaints, motions, and other pleadings in state and federal courts, adhering to deadlines and filing requirements.<br>• Schedule court appearances, depositions, and client meetings, arranging for interpreters or videographers when necessary.<br>• Assist in trial preparation by organizing trial binders, exhibits, and other materials, and coordinating expert witnesses and jury instructions.<br>• Manage discovery processes, ensuring timely receipt and distribution to attorneys, paralegals, and clients.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Investor Services | Private Equity | San Francisco| Hybrid</strong></p><p> </p><p>Our client is a well-established <strong>private equity firm</strong>, partnering with leading companies across industries. The firm values collaboration, innovation, and high performers who make a tangible impact.</p><p> </p><p>Join a dynamic investor services team supporting a hands-on manager. Competitive pay, excellent benefits, and opportunities to improve processes and work across teams make this a high-impact role in a growing environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and distribute investor reporting packages</li><li>Manage capital calls, distributions, and investor communications</li><li>Maintain investor data and support onboarding for new funds and investors</li><li>Collaborate with Finance, Investor Relations, and external consultants</li><li>Assist with compliance, tax, and investor documentation</li><li>Identify and implement process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>We are looking for a dedicated Intake Coordinator to join our team on a contract basis in Burlingame, California. In this role, you will oversee the admission process for new patients, ensuring smooth coordination of care and accurate documentation. This position requires strong organizational skills and the ability to manage multiple responsibilities efficiently while maintaining excellent communication with patients and healthcare professionals. The hours are Sunday-Thursday 8:30AM-5:00PM. Do not miss out, Apply today! </p><p><br></p><p>Responsibilities:</p><p>• Receive and process patient referrals from physicians and healthcare facilities, initiating the intake process promptly.</p><p>• Coordinate patient care by assigning case managers and clinicians to ensure timely admissions within a 48-hour timeframe.</p><p>• Accurately enter new patient information into the system, verifying all demographic and medical details.</p><p>• Conduct insurance eligibility checks and verify reimbursement availability for services.</p><p>• Communicate effectively with patients and families through follow-up calls, offering clear and supportive guidance.</p><p>• Schedule patient visits in accordance with prescribed discipline and visit frequency requirements.</p><p>• Manage various administrative tasks to support daily workflow and ensure seamless operations.</p><p>• Collaborate with clinical teams to ensure all patient needs are met efficiently and professionally.</p>
<p>We are looking for a skilled Finance Specialist to join our team in Stockton, California. This is a Contract to permanent position that offers an excellent opportunity to showcase your expertise in financial processes and analysis. The ideal candidate will have a strong background in accounting and general ledger management, coupled with an analytical mindset to support financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Examine accounts payable entries to ensure accuracy and proper posting.</p><p>• Verify and post cash receipts and accounts receivable transactions.</p><p>• Conduct thorough cash reconciliations to maintain financial accuracy.</p><p>• Regularly review general ledger accounts to identify and correct discrepancies.</p><p>• Reclassify general ledger entries as necessary to ensure accurate reporting.</p><p>• Utilize financial modeling techniques to support decision-making processes.</p><p>• Perform detailed account analysis to provide insights into financial trends.</p><p>• Collaborate with team members to improve financial workflows and reporting.</p><p>• Prepare and present financial data to stakeholders as needed.</p><p>• Support the finance team with ad hoc reporting and analysis tasks.</p>
<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>Operations Associate (Administrative Assistant)</p><p><br></p><p>• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed</p><p>• Assemble copies of Tax returns, assists with IRS notices.</p><p>• Provides input on evaluating and enhancing tax procedures.</p><p>• Prepare extensions for filing.</p><p>• Tax return preparation assistance</p><p>• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).</p><p>• Manage client document process.</p><p>• Scan tax returns and uploads to CCH Document and SurePrep.</p><p>• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).</p><p>• Manage client/entities organizational charts.</p><p>• Maintains PTIN and CAF numbers.</p><p>• Orders annual tax guides.</p><p>• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).</p><p>• Client Interaction (sign documents and notarize, which may require travel to client home/office).</p><p>• Maintain compliance logs (Officer/Manager designation for respective clients).</p><p>• Travel arrangement as requested.</p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• Strong organizational, time management and customer service skills.</p><p>• Detail-oriented.</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>• Ability to demonstrate a high level of professionalism.</p><p>• Ability to multi-task and work in a fast paced environment with tight deadlines.</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p>• Notary not required, but preferred.</p><p><br></p><p>Full-time on-site.</p>
<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>Robert Half is seeking an experienced affordable housing Property Administrator with a background in Low Income Housing Tax Credit (LIHTC) compliance to support a multi-site recertification project centered in the Tri-Valley area in Northern CA. This role focuses on catching up on tenant tax credit recertifications across several properties and working collaboratively with the Senior Property Manager to meet critical deadlines.</p><p><br></p><p>Property Administrator Duties include:</p><ul><li>Pick up existing processes and files without disruption, building on prior work.</li><li>Handle all LIHTC tax credit recertification tasks; escalate questions quickly to the Senior Property Manager</li><li>Support two recently acquired properties in compliance with local regulations</li><li>Maintain high standards of documentation and organization (strong administrative skills required).</li><li>Remain courteous and professional with residents—greeting and taking notes, not resolving issues.</li><li>Use Yardi and Microsoft Office proficiently.</li><li>Travel between offices as needed; must have reliable transportation.</li><li>Demonstrate adaptability, flexibility, calmness under pressure, and a positive, patient outlook.</li></ul><p>If you are interested in this property administrator role, please apply today!</p>
<p><strong>Wealth Management Associate</strong></p><p><strong>Client‑Focused | Analytical | Growing Firm Environment</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.</p><p>This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.</p><p><br></p><p><strong>About the Role</strong></p><p>As a <strong>Wealth Management Associate</strong>, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.</p><p>Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Join client meetings, take notes, and manage follow‑up action items</li><li>Provide high‑level client communication and relationship support</li><li>Support onboarding of new clients and ongoing relationship development</li><li>Act as a project manager to help Senior Advisors execute on business‑unit priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM workflows, updates, and task tracking</li><li>Handle account paperwork, transfers, updates, and custodian communication</li><li>Coordinate with broker‑dealers and external partners</li><li>Prepare meeting agendas, client presentations, and supporting documents</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review client financial documents for planning accuracy</li><li>Track planning‑related tasks and update workflows as needed</li><li>Identify opportunities to improve financial planning processes</li><li>Assist with insurance proposals (life, disability, long‑term care)</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Analytical thinkers who enjoy solving complex problems</li><li>Individuals who take ownership and “lean in” to challenges</li><li>Professionals who value accuracy, high standards, and operational excellence</li><li>Team‑oriented communicators who appreciate a supportive and growing environment</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full wealth‑management process</li><li>Future opportunities to work directly with clients as an advisor</li><li>Strong emphasis on work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<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>
We are looking for an experienced Payroll Manager with expertise in stock compensation to join our team on a long-term contract basis. This role is based in San Francisco, California, and requires someone with strong attention to detail who is capable of handling complex equity administration processes with precision. The ideal candidate will play a critical role in managing stock-related operations and ensuring compliance with regulatory standards while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Manage daily stock administration tasks, including equity grants, exercises, and settlements, ensuring accuracy and compliance.<br>• Collaborate with HR and legal teams to coordinate stock-related matters and maintain consistent communication.<br>• Administer Restricted Stock Units (RSUs) with a focus on efficiency, accuracy, and adherence to company policies.<br>• Ensure compliance with equity taxation regulations and oversee related processes.<br>• Develop and update stock administration policies and procedures to align with industry best practices.<br>• Work closely with finance and accounting teams to reconcile equity-related transactions and maintain accurate reporting.<br>• Utilize platforms like Equity Edge Online to enhance stock administration efficiency and streamline processes.<br>• Stay updated on trends and practices in the software industry that impact stock administration.<br>• Provide guidance to stakeholders on equity plans and regulatory requirements.
<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>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about you.</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><strong>About the Firm</strong></p><p>A well‑respected boutique Registered Investment Advisor (RIA) with roughly half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join its close‑knit team. The firm is recognized for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are truly valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This position blends detail orientation with strong relationship‑building skills. You will play a key role in onboarding new clients, preparing documentation, maintaining client accounts, and supporting advisors across all areas of client service.</p><p>You will also serve as a primary liaison between the firm and its custodial partners, ensuring seamless operations and delivering an exceptional client experience. This is an excellent opportunity for someone who wants mentorship from an experienced advisor, long‑term stability, and the ability to grow within the role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors with onboarding and client transition activities</li><li>Coordinate account openings and asset transfers</li><li>Process distributions, including RMDs, and maintain annual RMD tracking</li><li>Partner with custodians to complete account service requests</li><li>Document all client interactions and follow‑ups in the CRM</li></ul><p><strong>Why This Opportunity Stands Out</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>4 weeks of PTO from day one</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long‑tenured staff</li></ul>
We are looking for an experienced and detail-focused Controller to join our team in Fremont, California. This role is ideal for a finance expert with a strong background in accounting principles, financial regulations, and leadership skills, particularly within the construction industry. The Controller will play a key role in managing financial operations, ensuring compliance, and contributing to strategic decision-making.<br><br>Responsibilities:<br>• Oversee the preparation and accuracy of financial statements and reports in accordance with regulatory standards.<br>• Manage accounting processes such as percentage-of-completion revenue recognition and standard costing procedures.<br>• Lead the implementation and maintenance of accounting systems, including Trimble Viewpoint Spectrum, Vista, and FileMaker Pro.<br>• Develop and mentor team members, fostering growth and building a collaborative work environment.<br>• Ensure compliance with financial regulations and reporting requirements, including US GAAP standards.<br>• Collaborate with various stakeholders including clients, employees, and management to support organizational goals.<br>• Analyze financial data to identify errors, implement solutions, and optimize processes.<br>• Provide strategic recommendations to senior leadership based on financial analyses.<br>• Monitor and manage organizational budgets, ensuring alignment with business objectives.<br>• Drive organizational planning and decision-making through strategic financial insights.
We are looking for a skilled Attorney with a strong background in transactional law to join our team in Pleasanton, California. This role involves working with a diverse client base, including public agencies and multinational developers, to deliver exceptional legal services. The ideal candidate will have a proactive approach, excellent attention to detail, and the ability to balance strategic thinking with practical execution.<br><br>Responsibilities:<br>• Provide expert legal counsel and guidance on transactional matters, with a focus on real estate transactions.<br>• Draft, review, and negotiate contracts, agreements, and other legal documents to ensure compliance and protect client interests.<br>• Represent clients effectively in civil litigation cases, including drafting motions, conducting discovery, and preparing briefs.<br>• Collaborate with clients to anticipate challenges, develop strategies, and ensure successful outcomes.<br>• Conduct thorough legal research and analysis to support case preparation and decision-making.<br>• Maintain a high standard of excellence in all work products and client interactions.<br>• Build and nurture relationships with clients to understand their needs and deliver tailored legal solutions.<br>• Stay current on legal developments and industry trends to provide informed counsel.<br>• Contribute to the growth and dynamic culture of the firm, fostering both personal and detail-oriented development.
We are looking for a skilled HR Generalist to join our team in Mountain View, California. In this role, you will play a key part in managing and enhancing HR operations, ensuring compliance with policies, and driving efficiency through automation and process improvement. This is a long-term contract position that requires a proactive, detail-oriented individual who thrives in a fast-paced, collaborative environment.<br><br>Responsibilities:<br>• Develop and implement HR policies and processes by collaborating with cross-functional teams, including Legal, Finance, and Operations.<br>• Oversee the entire employee lifecycle, ensuring accurate documentation for hiring, promotions, status changes, and exits.<br>• Manage compensation operations, including payroll execution and administration of bonus plans, merit adjustments, and promotions.<br>• Administer time-off policies and ensure compliance with leave programs, handling payroll adjustments and legal requirements.<br>• Audit and redesign HR workflows for scalability, leveraging automation to streamline routine processes.<br>• Act as the subject matter expert for immigration-related matters, managing work authorization processes and ensuring compliance with deadlines.<br>• Ensure adherence to labor laws and company policies by conducting audits and maintaining regulatory documentation.<br>• Coordinate workplace operations by managing vendor relationships and maintaining a high-performance office environment.
<p>Robert Half's client is seeking a contract-to-permanent Senior Administrative Assistant in Walnut Creek, CA . This role is supporting an insurance company, and is fully 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>A professional legal membership organization in the San Francisco Bay Area is seeking an organized, detail-oriented, and customer-focused professional for the role of Membership Education & Events Coordinator.</p><p> </p><p>This fully remote contract-to-hire opportunity is ideal for someone looking to gain valuable experience in membership support, event coordination, and continuing education program management while contributing to programs that support legal professionals.</p><p>The Coordinator will assist with membership processes, deliver excellent customer service, and help plan engaging educational programs and networking events ranging from short virtual sessions to multi-hour or full-day programming. Hands-on training will be provided for specific tools and software.</p><p> </p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Membership Support</strong></p><ul><li>Process new member applications, renewals, and update membership databases.</li><li>Conduct outreach efforts, including membership renewals and follow-ups with lapsed members.</li><li>Generate membership reports and assist with regular communications to keep members informed and engaged.</li></ul><p><strong>Event & Program Coordination</strong></p><ul><li>Assist in planning and coordinating virtual educational programs and networking events, ensuring seamless execution.</li><li>Collaborate with leadership and speakers to gather materials, conduct tech walk-throughs, and manage event logistics.</li><li>Draft event promotions, including e-blasts and program announcements.</li><li>Track attendance, issue certificates, and upload records to the State Bar of CA MCLE platform monthly (training provided).</li></ul><p><strong>General Support</strong></p><ul><li>Provide excellent customer service to members, program participants, and speakers.</li><li>Troubleshoot technical issues related to Zoom, ProLearn, and other virtual platforms (training provided).</li><li>Assist with additional administrative tasks as needed to support programs and operations.</li></ul>
<p>Boutique law firm is seeking a skilled Attorney to join their collegial team in Walnut Creek, California. This role involves providing expert advice and counsel on employment law matters, including wage and hour issues, litigation, and compliance. The ideal candidate will bring a strong background in employment law and a commitment to delivering exceptional legal guidance to clients.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on employment law matters, including compliance with state and federal regulations.</p><p>• Handle employment litigation cases, including preparation and representation during depositions.</p><p>• Provide counsel on wage and hour issues and ensure adherence to legal standards.</p><p>• Draft and review legal documents related to employment law, such as contracts and policies.</p><p>• Represent clients in hearings, trials, and other legal proceedings as needed.</p><p>• Conduct in-depth legal research to support case strategies and client advisement.</p><p>• Collaborate with clients to develop effective solutions to complex employment-related challenges.</p><p>• Stay updated on changes in employment law and provide proactive guidance to clients.</p><p>• Work closely with other attorneys and legal staff to ensure seamless case management.</p><p>• Maintain accurate and organized case files and documentation.</p>
<p>We are looking for an experienced Senior Attorney/Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.</p><p>• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.</p><p>• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.</p><p>• Conduct legal research and provide strategic advice to clients and the firm.</p><p>• Mentor and supervise associates, fostering growth and ensuring effective case management.</p><p>• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.</p><p>• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.</p><p>• Assist with transactional work, including drafting and reviewing contracts and other documentation.</p><p>• Contribute to administrative functions and support the overall operations of the firm.</p>
<p>We are looking for a highly motivated Tax Preparer to join our client in San Ramon, California. This position offers an excellent opportunity to work in a boutique accounting firm, where you will contribute to diverse tax preparation projects and build long-term expertise in the field. As this role is contract to permanent, it provides the chance to transition into a regular position with competitive benefits.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare individual, business, and fiduciary tax returns with accuracy and attention to detail.</p><p>• Develop income tax projections and create estimated tax payment vouchers.</p><p>• Conduct audits and assist in resolving issues with federal and state taxing authorities.</p><p>• Perform thorough research on tax-related matters to provide expert recommendations.</p><p>• Communicate effectively with clients and tax authorities to address inquiries and resolve concerns.</p><p>• Utilize software tools like Intuit ProSeries and QuickBooks Online to streamline tax preparation processes.</p><p>• Collaborate with team members to ensure high-quality client services.</p><p>• Assist in preparing partnership and S corporation tax returns.</p><p>• Support ongoing compliance with federal and state tax regulations.</p>
