<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>
<p>Robert Half is working with a well-established and highly respected trust and wealth management firm in the Bay Area, is seeking a detail-oriented and proactive <strong>Office Administrator</strong> to support daily operations. This is an excellent opportunity for a polished professional who thrives in a fast-paced, client-facing environment and enjoys being the backbone of a collaborative office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact by managing front desk operations, greeting clients, and handling incoming calls with professionalism</li><li>Provide administrative support to trust officers and leadership, including calendar management, meeting coordination, and document preparation</li><li>Maintain and organize sensitive client files, ensuring accuracy and confidentiality</li><li>Assist with processing paperwork related to trust accounts, financial documentation, and client correspondence</li><li>Coordinate office operations including supplies, vendor relationships, and general office upkeep</li><li>Support special projects, reporting, and process improvements as needed</li><li>Handle mail distribution, shipping, and general clerical duties</li></ul><p><br></p>
<p>We are seeking an experienced Corporate Legal Secretary to join a Silicon Valley–based Emerging Companies and Venture Capital practice. This role will support a busy team of attorneys handling corporate matters, advising founders, investors, and high‑growth startups on company formation, venture financings, and ongoing corporate governance.</p><p><br></p><p><em>Responsibilities:</em></p><ul><li>Provide comprehensive legal administrative support to attorneys, including high‑volume communications, client liaison, and multi–time zone meeting coordination.</li><li>Serve as a primary point of contact for clients, founders, investors, and internal teams, delivering a high level of customer service.</li><li>Initiate client and matter openings, including conflicts checks, engagement letters, and related intake processes.</li><li>Assist with company formations and corporate governance, including preparation, filing, and maintenance of organizational and capitalization documents.</li><li>Prepare, coordinate, and track execution of signature packets and closing documents for venture financings and other corporate transactions.</li><li>Draft, edit, proofread, redline, and manage corporate and transactional documents; maintain accurate electronic and hard‑copy client files.</li><li>Manage attorney calendars, deadlines, meetings, travel, CLE records, and proactively follow up to ensure deadlines are met.</li><li>Support billing and administrative operations, including time entry, expenses, invoices, reimbursements, vendor payments, and delegation to administrative staff.</li></ul>
<p>Colleen McAuliffe with Robert Half is looking for a detail-oriented and driven Sales Operations / Sales Analyst to join our team in Orinda, California. This role combines business development research, sales operations, and analytics to enhance team efficiency and drive revenue growth. The ideal candidate will bring strong organizational skills, a data-driven mindset, and a collaborative approach to managing sales processes and supporting business objectives.</p><p><br></p><p>Responsibilities:</p><p>• Conduct research to identify potential leads and compile prospecting lists for the business development team.</p><p>• Assist in the creation of sales proposals, presentations, and responses to client inquiries.</p><p>• Generate and evaluate sales dashboards and pipeline metrics to provide actionable insights.</p><p>• Develop and implement strategies to optimize sales workflows and enhance team productivity.</p><p>• Collaborate with marketing, finance, and customer success teams to align sales initiatives with broader organizational goals.</p><p>• Maintain accurate documentation of sales activities, business development progress, and operational processes.</p><p>• Identify areas for improvement within sales operations and propose solutions to streamline efforts.</p><p>• Provide support in post-sales activities, including quoting and follow-up.</p><p>• Prepare executive-level presentations to communicate sales performance and strategic objectives. </p>
<p>Seeking a hands‑on Facilities Clerk to support daily workplace operations and keep the office running smoothly. This role helps maintain a clean, functional, and safe environment while assisting with facilities requests and equipment needs.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Assist with facility maintenance, repairs, and vendor coordination</li><li>Monitor office spaces, supplies, and equipment readiness</li><li>Support moves, setups, and general workplace logistics</li><li>Handle incoming tickets and help resolve facilities issues quickly</li></ul><p><br></p>
<p>We are looking for meticulous and skilled Proofreaders to join our team on a contract basis. In this role, you will review and edit documents written in various European languages, ensuring accuracy, clarity, and adherence to guidelines. This short-term, flexible opportunity allows you to apply your language expertise while working remotely. This is a contract position that can be completed remotely.</p><p><br></p><p>Responsibilities:</p><p>• Thoroughly review and edit documents to identify and correct spelling, grammar, punctuation, and formatting errors.</p><p>• Ensure that all content is accurate, clear, and consistent with the required language and style guidelines.</p><p>• Collaborate with the team to address any questions or discrepancies in the documents.</p><p>• Maintain the confidentiality and integrity of any sensitive or proprietary information handled.</p><p>• Meet strict deadlines and project timelines while upholding high-quality standards.</p><p>• Adapt to various project requirements and language nuances to deliver precise proofreading.</p><p>• Provide feedback on document quality and suggest improvements when necessary.</p><p>• Communicate effectively to update progress and resolve any issues promptly.</p>
<p><strong>Administrative Assistant — Palo Alto, CA</strong></p><p><br></p><p>Looking for a sharp, organized Administrative Assistant to keep daily operations running smoothly. This role supports the team with scheduling, coordination, and administrative tasks that keep everything moving.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage calendars, meetings, and travel coordination</li><li>Handle email correspondence, document prep, and data entry</li><li>Support office operations and assist with special projects</li><li>Serve as a reliable, resourceful point of contact for the team</li></ul><p><br></p>
<p>Seeking a detail‑driven Data Entry/Inventory Clerk to support daily operations by keeping information accurate and inventory organized. This role blends data accuracy with hands‑on coordination to keep workflows running smoothly.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Enter, update, and maintain data across internal systems</li><li>Track inventory levels, reconcile discrepancies, and restock as needed</li><li>Assist with incoming/outgoing shipments and inventory audits</li><li>Generate simple reports and support general operations tasks</li></ul><p><br></p>
<p>We are looking for a skilled Accounting Supervisor to join our team in St. Helena, California. In this role, you will oversee essential accounting functions, ensuring accuracy and efficiency within financial operations. This position is ideal for someone with a strong background in project accounting and experience in the construction industry.</p><p><br></p><p>Responsibilities:</p><p>• Prepare progress billing and oversee subcontractor payables to ensure timely and accurate processing.</p><p>• Conduct detailed job costing analysis to track and manage project expenses effectively.</p><p>• Process accounts payable and ensure compliance with company policies.</p><p>• Utilize tools such as Sage Intacct, ProCore, and AirTable to streamline accounting workflows and enhance efficiency.</p><p>• Prepare and review journal entries and account reconciliations to maintain accurate financial records.</p><p>• Collaborate with project managers to align budgets, cost tracking, and financial reporting.</p><p>• Monitor general ledger activity and ensure all transactions are properly documented.</p><p>• Implement best practices for construction project accounting and billing.</p><p>• Provide leadership and guidance to the accounting team, fostering growth and attention to detail.</p><p>• Ensure adherence to financial regulations and company standards throughout all accounting processes.Process</p>
We are looking for a Senior Accountant to join our dynamic finance team in Fairfield, California. This role requires a detail-oriented individual who will oversee key financial processes, ensure accurate reporting, and contribute to the overall efficiency of the accounting function. The ideal candidate is eager to grow their expertise, thrives in a fast-paced environment, and is committed to delivering high-quality results.<br><br>Responsibilities:<br>• Lead the month-end close process, including reviewing financial drafts and identifying variances against budget.<br>• Consolidate financial statements across multiple entities, ensuring accurate representation of intercompany activities.<br>• Coordinate and manage audit processes, including bank and year-end audits, while collaborating with team members to fulfill data requests.<br>• Assist in preparing annual budgets and contribute to financial planning initiatives.<br>• Monitor daily cash management activities, analyzing current standings to determine payable priorities.<br>• Apply cost accounting principles to support operational decisions and cross-train with other accounting roles.<br>• Oversee the accounts payable cycle, addressing vendor inquiries and ensuring timely processing of payments.<br>• Develop and maintain freight tracking reports to analyze cost trends by customer and route.<br>• Maintain a fixed asset tracker, tagging and systematically recording assets for monthly reporting.<br>• Perform additional duties as required to support the overall finance and accounting function.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced HR Generalist to join our team in Yountville, California. In this long-term contract role, you will play a vital part in shaping our human resources operations, ensuring employee satisfaction, and supporting organizational growth. If you are passionate about fostering a positive work environment and driving HR initiatives, we invite you to apply.<br><br>Responsibilities:<br>• Manage employee relations by addressing concerns and fostering a supportive workplace culture.<br>• Oversee the onboarding process to ensure new hires integrate smoothly into the organization.<br>• Administer employee benefits programs, ensuring accuracy and compliance with policies.<br>• Maintain and manage HRIS systems to streamline HR operations and data management.<br>• Assist in the development and implementation of HR policies and procedures.<br>• Provide guidance and support to managers and employees on HR-related matters.<br>• Conduct investigations and resolve workplace issues in a fair and timely manner.<br>• Collaborate with teams to identify and address training and development needs.<br>• Ensure compliance with labor laws and regulations, maintaining accurate records.<br>• Participate in strategic HR planning to align with organizational goals.
We are looking for a detail-oriented and proactive Executive Assistant to join our team in San Rafael, California. This role requires someone who can efficiently manage administrative tasks, communicate effectively across all levels, and handle sensitive information with discretion. If you thrive in a fast-paced environment and have exceptional organizational abilities, we invite you to apply.<br><br>Responsibilities:<br>• Coordinate schedules and manage calendars for senior executives to ensure seamless day-to-day operations.<br>• Prepare, edit, and organize correspondence, reports, and presentations with a high level of accuracy.<br>• Act as the primary point of contact for clients, vendors, and staff, ensuring clear and effective communication.<br>• Handle confidential information and financial transactions with discretion and integrity.<br>• Maintain and update document management systems, including NetDocuments or similar platforms.<br>• Monitor deadlines and prioritize tasks to meet tight schedules in a demanding environment.<br>• Assist with data entry and administrative tasks to support the organization’s operations.<br>• Answer inbound calls and provide receptionist duties when required.<br>• Stay updated on relevant software and tools utilized by the firm to enhance efficiency.<br>• Anticipate the needs of attorneys and partners, proactively addressing requirements to support their work.
We are looking for an experienced Legal Secretary to join our team in Oakland, California. This role requires someone who excels in supporting litigation processes, managing schedules, and handling legal documentation with precision. The ideal candidate is detail-oriented, organized, and capable of working collaboratively in a hybrid work environment.<br><br>Responsibilities:<br>• Handle electronic filing (e-filing) with courts, ensuring accuracy and timely submission.<br>• Manage manual calendaring tasks, including tracking deadlines and scheduling court appearances.<br>• Conduct conflict checks to ensure compliance and avoid scheduling conflicts.<br>• Prepare and format legal documents, including tables of authorities (TOAs) and tables of contents (TOCs).<br>• Collaborate with attorneys to facilitate smooth litigation processes and provide administrative support.<br>• Maintain accurate records of legal proceedings and filings.<br>• Coordinate trial preparation tasks when required, supporting attorneys with necessary documentation and logistics.<br>• Communicate effectively with court personnel and other legal professionals to resolve filing issues.<br>• Assist with dictation tasks and transcription as needed.
<p>We are looking for an innovative and detail-oriented Brand Marketing Manager to lead creative strategies and ensure operational excellence across marketing and business development initiatives. This role requires a dynamic individual who can seamlessly manage proposal preparation, presentation materials, and graphic design while collaborating to execute impactful marketing campaigns. </p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee internal business development efforts, ensuring timely delivery of proposals, presentations, and client-facing materials.</p><p>• Organize and maintain a comprehensive library of templates, resumes, project pages, images, and firm materials for efficient proposal creation.</p><p>• Coordinate contributions from design staff to meet deadlines and produce high-quality deliverables.</p><p>• Develop and implement strategies to strengthen client relationships and expand clientele.</p><p>• Design and produce marketing collateral, including social media content, newsletters, brochures, and website updates.</p><p>• Plan and execute award submissions, ensuring all materials meet industry standards.</p><p>• Manage project photography, from scheduling shoots to selecting final images for promotional use.</p>
<p>A San Francisco–based nonprofit organization is seeking a Grant Accountant on a contract basis. This role will support grant compliance, financial reporting, and month‑end activities across multiple restricted funding sources.</p><p><strong>Responsibilities</strong></p><ul><li>Maintain grant schedules and ensure compliance with funding requirements</li><li>Prepare grant-related journal entries, billings, and reconciliations</li><li>Assist with month‑end close and audit support</li><li>Partner with program staff on grant budgets and reporting needs</li></ul><p>This position is hybrid, with weekly onsite work in San Francisco.</p>
<p>Our client is looking for an experienced Sr. Employment Counsel to join their team. This role is essential in providing expert legal guidance on employment-related matters across both domestic and international operations. The ideal candidate will have a strong background in employment law, dispute resolution, and compliance, as well as the ability to collaborate effectively with HR and business leaders.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive legal advice on a variety of employment law topics, including hiring, performance management, terminations, and accommodations.</p><p>• Draft, review, and negotiate employment-related documents such as contracts, offer letters, separation agreements, and employee handbooks.</p><p>• Collaborate with HR and leadership teams to design business-oriented solutions that minimize legal risks.</p><p>• Deliver training sessions to managers on employment law topics, including corrective actions and performance documentation.</p><p>• Conduct and oversee workplace investigations, terminations, and dispute resolutions.</p><p>• Manage employment litigation, arbitration, and agency charges, as well as coordinate with external counsel when necessary.</p><p>• Stay informed on changes in employment legislation and ensure compliance across all operations.</p><p>• Advise on international employment law issues, including cross-border compliance and expatriate arrangements.</p><p>• Develop strategies with HR to proactively address and mitigate litigation risks.</p><p>• Handle specialized legal tasks and assignments as required.</p>
<p><strong>Summary:</strong></p><p>Our organization is seeking a hands-on Controller to lead our accounting and financial operations. As a specialized services provider, we offer a collaborative environment where attention to detail and a proactive approach are critical. The Controller will directly supervise one staff member, oversee accounting through QuickBooks Online, and manage payroll and provider commission calculations with ADP Workforce Now (WFN). The ideal candidate will bring expertise in small-company finance, thrive in a fast-paced setting, and demonstrate a thorough understanding of cash-basis accounting. Experience with commission-based compensation or payroll structures in a service setting is highly valued.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all accounting operations using QuickBooks Online, including general ledger, accounts payable/receivable, bank reconciliations, and financial statement preparation</li><li>Oversee and accurately process payroll and commission calculations for medical providers/doctors in ADP WFN, ensuring alignment with production and revenue targets</li><li>Administer monthly close, cash basis reporting, and support year-end tax preparation</li><li>Continuously improve workflows and internal controls to support efficient, compliant processes</li><li>Provide financial analysis, forecasting, and ad hoc reporting to support business decisions</li><li>Interpret provider contracts to ensure accurate compensation calculations and address discrepancies</li><li>Coordinate with external CPA firms for tax and audit activities; public accounting background is a strong plus</li><li>Supervise and develop one accounting staff member</li></ul><p><br></p>
We are looking for a skilled Associate Attorney to join our established legal team in Santa Rosa, California. This position offers an exciting opportunity to work on complex business litigation, real estate, and civil matters while collaborating closely with clients and colleagues. If you have a passion for delivering exceptional legal representation and thrive in a dynamic environment, we encourage you to apply.<br><br>Responsibilities:<br>• Handle all aspects of civil litigation, including drafting motions, conducting discovery, and preparing briefs.<br>• Represent clients in complex business litigation cases, ensuring effective and ethical advocacy.<br>• Manage real property and construction defect cases, providing strategic legal advice and solutions.<br>• Conduct legal research and analysis to support case strategies and client needs.<br>• Collaborate with clients, opposing counsel, and courts to achieve favorable outcomes.<br>• Participate in trial preparation and courtroom proceedings, showcasing strong litigation skills.<br>• Develop and maintain positive client relationships through clear communication and attentive service.<br>• Contribute to the firm's community engagement by serving on local boards and participating in volunteer activities.<br>• Maintain a high standard of legal writing and analytical skills to deliver accurate and persuasive work.<br>• Work within a team-oriented environment, sharing knowledge and expertise to support colleagues.
<p>We are looking for a detail-oriented Staff Accountant to join our team in Walnut Creek, California. The ideal candidate will play a critical role in managing financial records, ensuring compliance with tax regulations, and contributing to the overall accuracy of our accounting processes. This position offers an excellent opportunity for professionals with a strong background in corporate accounting and tax preparation.</p><p><br></p><p>Responsibilities:</p><ul><li>Support the Controller with month-end, quarter-end, and year-end close activities.</li><li>Prepare and post journal entries, including accruals, prepaid expenses, and allocations.</li><li>Reconcile general ledger accounts and research and resolve variances.</li><li>Maintain accurate financial records in compliance with GAAP.</li><li>Assist with audits, tax filings, and external financial reviews as required.</li><li>Prepare and manage WIP schedules as well as job cost reports.</li></ul>
<p>Our client, a well-established real estate owner/operator, is seeking an experienced and hands-on Property Manager to oversee operations at a dynamic business park in San Carlos. This is an excellent opportunity for a proactive professional who thrives in a fast-paced commercial environment and is passionate about delivering high-quality tenant experiences while maximizing asset performance.</p><p><br></p><p><strong>Position Overview</strong></p><p>We are looking for a results-driven Property Manager who will take full ownership of day-to-day operations, tenant relations, financial performance, and vendor management for a multi-tenant business park. The ideal candidate will bring a strong background in commercial property management, with the ability to balance operational efficiency and tenant satisfaction.</p><p><br></p><p>Key Responsibilities</p><ul><li>Oversee daily operations of the business park, ensuring the property is well-maintained, fully operational, and compliant with all regulations</li><li>Serve as the primary point of contact for tenants, addressing inquiries, resolving issues, and fostering strong, long-term relationships</li><li>Manage vendor contracts and service providers, including maintenance, landscaping, security, and janitorial services</li><li>Prepare and manage operating budgets, track expenses, and support financial reporting, including rent collection and expense reconciliation</li><li>Coordinate leasing support activities, including space tours, tenant onboarding, and renewals in partnership with ownership or leasing teams</li><li>Conduct regular property inspections to ensure high standards of safety, cleanliness, and curb appeal</li><li>Ensure compliance with local regulations, lease agreements, and company policies</li><li>Support capital improvement projects, including planning, execution, and vendor coordination</li></ul>
<p>We are looking for a dedicated Attorney to join our team in Redwood City, California. This role offers the opportunity to handle complex commercial litigation cases, including insurance coverage disputes and bad faith claims. The ideal candidate will thrive in a fast-paced environment while delivering high-quality legal research, writing, and advocacy. Open to a hybrid or fully remote schedule and offering an annual salary of up to $200k DOE with excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough legal research and draft motions, pleadings, and other legal documents.</p><p>• Manage cases involving complex commercial litigation, including insurance coverage and bad faith matters.</p><p>• Represent clients at court hearings, depositions, and trials based on experience level.</p><p>• Prepare for and defend depositions, ensuring thorough documentation and case preparation.</p><p>• Collaborate with team members to develop case strategies and deliver effective legal solutions.</p><p>• Engage in client communications to provide updates and legal advice regarding case progress.</p><p>• Maintain organized documentation and case files to ensure efficient management.</p><p>• Stay updated on relevant legal precedents and industry trends to strengthen case arguments.</p><p>• Participate in a hybrid or remote work arrangement supported by advanced technical tools.</p>
<p><strong>Investor Relations Associate – Venture Capital</strong></p><p><em>Early-Stage Venture Firm | Silicon Valley (Confidential)</em></p><p><br></p><p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a growing <strong>early-stage venture capital firm in Silicon Valley </strong>that is expanding its Investor Relations and fundraising team. This opportunity is ideal for an <strong>ambitious early-career professional</strong> with <strong>1–2 years of Investor Relations, fundraising, or client-facing experience</strong> who is passionate about venture capital and eager to learn from a highly experienced team. The firm is looking for someone curious, driven, and excited to build a long-term career in <strong>LP relations and venture fundraising</strong>. You’ll work closely with senior leadership, gaining direct exposure to <strong>institutional investors, family offices, and venture fund operations</strong> while helping support the firm’s capital raising efforts.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support fundraising initiatives, including investor outreach, meeting coordination, and follow-up</li><li>Build and maintain relationships with prospective and existing limited partners</li><li>Assist with preparing investor materials, presentations, and fundraising communications</li><li>Help manage the investor pipeline and track engagement through CRM systems</li><li>Support LP communications such as quarterly updates, capital calls, and reporting requests</li><li>Assist with planning investor events and annual meetings</li><li>Learn the firm’s investment strategy and help communicate it effectively to investors</li></ul><p><br></p>
<p>We are looking for a skilled Accounting Analyst to join our team. In this position, you will play a key role in ensuring accurate financial reporting, managing fixed asset accounting, and supporting compliance processes. This is an excellent opportunity for a detail-oriented individual to contribute to a dynamic organization and grow their expertise in corporate accounting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and deliver accurate financial reports in line with regulatory and organizational standards.</li><li>Analyze balance sheets and income statements to ensure compliance and identify potential issues.</li><li>Advise sales teams on accounting procedures and tax implications to support business decisions.</li><li>Manage fixed asset transactions, depreciation schedules, and related reporting.</li><li>Oversee fixed asset budgeting and coordinate physical inventory counts to maintain records.</li><li>Collaborate with auditors and internal teams to facilitate annual audits and resolve any discrepancies.</li><li>Develop and implement process improvements to enhance efficiency within financial systems.</li><li>Monitor operational metrics to ensure compliance and identify areas for improvement.</li><li>Plan and execute compliance projects, addressing deficiencies and implementing remediation strategies.</li><li>Review and finalize audited financial statements in collaboration with internal and external stakeholders.</li></ul><p>For immediate consideration, please contact Dennis at 925-271-4809</p>
<p><strong>Legal Assistant (Entry-Level, Growth Opportunity) – Contract-to-Hire</strong></p><p><em>Menlo Park, CA | Full-Time or Part-Time</em></p><p>Are you looking to start or grow your career in the legal field? This is a fantastic opportunity to gain hands-on experience working closely with attorneys in a supportive, team-oriented environment. We’re seeking a motivated and detail-oriented Legal Assistant who is eager to learn, take initiative, and develop valuable legal skills.</p><p>In this role, you’ll be exposed to a variety of practice areas including estate planning, estate administration, and special needs planning—no prior experience in these areas required, just a willingness to learn!</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Learn to assist in preparing estate planning and probate documents</li><li>Support the creation of court filings, including petitions and exhibits</li><li>Communicate with clients, trustees, and other parties with professionalism and care</li><li>Collaborate closely with attorneys and team members on active cases</li><li>Participate in client meetings, including intake and document signing appointments</li><li>Help keep client files organized and up to date using legal software systems</li><li>Assist with scheduling, calendar management, and general administrative tasks</li><li>Provide occasional phone support and client follow-up</li></ul><p><br></p>