<p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul><p><br></p>
<p><strong>Accounts Payable Clerk</strong></p><p><strong>Employment Type:</strong> Contract</p><p> </p><p><strong>About the Role</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client’s accounting team.</p><p>In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in QuickBooks and/or Sage accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued.</p><p> </p><p><strong>Position Overview</strong></p><p>The Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.</p><p>The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Venture Capital | Palo Alto, CA | Hybrid (2 Days in Office)</strong></p><p>An established and highly respected venture capital firm in Silicon Valley is seeking a Staff Accountant to join its collaborative Finance team. This individual will be part of the General Ledger team, supporting core accounting functions and contributing to the firm's day-to-day financial operations.</p><p>This is an excellent opportunity for someone looking to build their career in the venture capital and investment space while working alongside a knowledgeable, tenured team in a family office-style environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support general ledger accounting activities, including journal entries and account reconciliations.</li><li>Perform monthly bank reconciliations and research discrepancies.</li><li>Maintain accurate financial records and ensure proper debit and credit entries.</li><li>Assist with month-end close and ongoing accounting processes.</li><li>Support the Finance team with ad hoc projects and reporting as needed.</li><li>Handle sensitive financial information with the highest level of confidentiality and discretion.</li></ul><p><br></p>
<p>We are seeking a strategic and hands-on Corporate Controller to oversee accounting operations, financial reporting, compliance, and financial process excellence across a multi-entity organization in San Rafael, CA. Reporting directly to the CFO, this individual will be a key member of the finance leadership team, responsible for driving accurate reporting, strengthening controls, developing talent, and supporting continued business growth. </p><p><br></p><p>This opportunity is ideal for an accomplished accounting leader who thrives in dynamic environments and enjoys balancing technical accounting responsibilities with operational leadership, business partnership, and process transformation. </p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>Financial Reporting & Close Leadership</p><ul><li>Lead monthly, quarterly, and annual close processes, ensuring timely and accurate financial reporting.</li><li>Oversee consolidated financial statements, management reporting, account reconciliations, and balance sheet integrity.</li><li>Serve as the primary liaison with external auditors and manage annual audit activities.</li><li>Ensure compliance with US GAAP and company accounting policies.</li></ul><p>Accounting Operations</p><ul><li>Provide leadership over general ledger accounting, intercompany transactions, accruals, allocations, and financial controls.</li><li>Maintain a strong internal control environment and ensure accounting processes support organizational growth and scalability.</li><li>Partner across departments to resolve complex accounting and operational issues.</li></ul><p>Banking & Treasury Support</p><ul><li>Oversee lender reporting, debt covenant calculations, compliance packages, and related financial analyses.</li><li>Monitor compliance requirements and proactively identify potential risks.</li></ul><p>Leadership & Team Development</p><ul><li>Lead, mentor, and develop a high-performing accounting team.</li><li>Foster a culture of accountability, collaboration, continuous improvement, and professional growth.</li><li>Build organizational capability through coaching, succession planning, and talent development.</li></ul><p>Process Improvement & Transformation</p><ul><li>Drive automation, systems optimization, reporting enhancements, and financial process improvements.</li><li>Partner with Finance, Operations, Technology, and other stakeholders to improve data integrity, reporting efficiency, and business insights.</li><li>Identify opportunities to reduce manual processes and increase scalability through technology and workflow improvements.</li></ul>
<p>We are looking for a detail-oriented Legal Secretary to provide immediate on-site support for a busy legal team in Oakland, California that handles plaintiff-side personal injury matters. This contract-to-hire position is ideal for someone who can keep case activity organized, manage deadlines accurately, and handle court-related filings with confidence. The role will primarily assist attorneys with day-to-day administrative and legal support, including work that may involve personal injury matters.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Prepare, review, and submit legal documents through electronic filing systems in accordance with court deadlines and procedural requirements.</p><p>• Maintain attorney calendars by tracking hearings, filing dates, appointments, and other critical case milestones.</p><p>• Coordinate court filings and related documentation to help ensure matters move forward efficiently and on schedule.</p><p>• Provide administrative and legal support to attorneys by organizing case materials, correspondence, and records.</p><p>• Monitor deadlines and follow up on time-sensitive tasks to support accurate and timely case management.</p><p>• Communicate professionally with courts, clients, and internal team members regarding scheduling and document handling.</p><p>• Assist with legal matters that may include personal injury cases, depending on team needs and assignment priorities </p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Long-term Contract position based in San Leandro, California. This role will help keep daily department operations organized by managing routine tasks, supporting communication, and assisting with document and spreadsheet work. The ideal candidate is dependable, detail-oriented, and comfortable working onsite in a manufacturing environment while adapting to shifting priorities and team needs.<br><br>Responsibilities:<br>• Coordinate day-to-day administrative activities such as organizing records, entering information accurately, and managing written communications.<br>• Support the customer service team by taking on routine and overflow assignments so core staff can focus on higher-priority work.<br>• Create, update, and format business documents using Microsoft Word to ensure materials are clear and professionally prepared.<br>• Maintain and revise spreadsheets in Microsoft Excel to track information, organize data, and support reporting needs.<br>• Use Microsoft Outlook to manage emails, schedule-related tasks, and assist with timely follow-up communication.<br>• Help improve departmental workflow by staying responsive to requests and contributing to efficient task completion.<br>• Collaborate with team members across the department and provide assistance wherever additional support is needed.
We are looking for a Project Assistant to support on-site project activities in a services environment. This is a Contract position focused on coordinating school site walkthroughs, assisting with third-party audit preparation, and helping keep project timelines organized. The ideal candidate is detail-oriented, comfortable working in a business setting, and able to contribute to construction-related project support tasks with accuracy and care.<br><br>Responsibilities:<br>• Coordinate on-site school walkthrough activities and help ensure visits are organized efficiently.<br>• Support third-party audit efforts by gathering, preparing, and organizing required project documentation.<br>• Maintain project schedules and track key milestones to help keep assignments on time.<br>• Assist with construction project administration by monitoring task progress and communicating updates to stakeholders.<br>• Scan, file, and manage records so project information remains accurate and accessible.<br>• Provide general project coordination support for daily on-site operations.<br>• Help identify scheduling conflicts or documentation gaps and escalate issues when needed.
We are looking for a Buyer to join our team in Hayward, California on a contract basis with the potential for a permanent position. This position plays an important role in keeping materials, packaging, and operational supplies flowing to meet production demands. The Buyer will partner closely with internal teams and suppliers to coordinate purchasing activity, monitor order progress, and maintain accurate procurement records. This is a strong opportunity for someone who is organized, responsive, and comfortable working in a fast-moving manufacturing or supply chain environment.<br><br>Responsibilities:<br>• Prepare and issue purchase orders for production materials, packaging components, and other business-critical supplies.<br>• Communicate with suppliers to confirm pricing, lead times, shipment details, and expected delivery schedules.<br>• Monitor outstanding orders and take action to address delays, shortages, or other fulfillment concerns.<br>• Maintain current and accurate purchasing data, vendor records, and procurement documentation within enterprise systems.<br>• Support replenishment efforts by aligning purchasing activity with inventory levels and production requirements.<br>• Gather vendor quotations and assist with evaluating options based on cost, timing, and availability.<br>• Coordinate invoice verification and help ensure purchasing paperwork is complete and properly matched.<br>• Update spreadsheets and routine reports that track procurement activity, supplier performance, and order status.<br>• Provide day-to-day support for additional purchasing and supply chain initiatives as business needs evolve.
<p>We are looking for a skilled Paralegal to support a busy real estate transactional practice in California. This permanent position is well suited for someone who can manage complex deal documentation, coordinate critical deadlines, and contribute to smooth closings across purchase, sale, and leasing matters. The ideal candidate brings strong experience with title and survey analysis, practical judgment, and the ability to work independently in a fast-paced legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Examine title reports, surveys, and related due diligence materials to identify issues and support real estate purchase, sale, and lease transactions.</p><p>• Organize and track transaction documents, ensuring files are complete, accurate, and aligned with key milestones and closing requirements.</p><p>• Prepare and maintain critical dates summaries so attorneys and stakeholders remain informed of deadlines and deliverables.</p><p>• Assist with transaction closings by coordinating signatures, compiling closing sets, and following through on post-closing items.</p><p>• Support attorneys with drafting, revising, and managing documents connected to real estate matters, including purchase and lease-related agreements.</p><p>• Communicate with internal teams, clients, and third parties to gather information, resolve document issues, and keep transactions moving forward.</p>
<p>We are looking for an experienced SBA Loan Closer to support loan closing activities for a Contract position. This role focuses on gathering and validating closing documentation, preparing accurate loan packages, and coordinating with internal and external parties to move transactions to funding efficiently. The ideal candidate brings strong knowledge of SBA lending standards, careful attention to detail, and the ability to manage multiple files while maintaining compliance and documentation quality.</p><p><br></p><p><strong>This is a fully remote position. </strong></p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Review closing files in detail to confirm all required documents, title materials, lien searches, and supporting records are complete, accurate, and aligned with approved loan terms.</p><p>• Create and manage closing checklists for each transaction, tracking outstanding conditions and following through to ensure all items are satisfied before closing.</p><p>• Assemble and organize loan packages in accordance with SBA program standards, regulatory expectations, and internal documentation requirements.</p><p>• Submit and secure SBA approvals through E-Tran and prepare authorization documents that reflect the structure, conditions, and credit terms of each transaction.</p><p>• Draft and verify loan documents using LaserPro, making sure forms are accurate, complete, and ready for execution.</p><p>• Work closely with borrowers, escrow and title partners, and insurance providers to coordinate timelines, resolve documentation issues, and facilitate a smooth closing process.</p><p>• Confirm that collateral documentation is properly handled and that liens are recorded and perfected in the correct position to protect the bank’s interest.</p><p>• Maintain clear file records and communicate status updates, risks, and outstanding conditions to relevant stakeholders throughout the closing cycle.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>San Ramon, CA | $105,000–$125,000 + Bonus | Excellent Benefits + 401(k) Match</strong></p><p> </p><p>Robert Half Financial Services is partnering with an established <strong>Registered Investment Advisory (RIA) firm in San Ramon</strong> on an exciting opportunity for an <strong>Associate Advisor</strong> to join a growing wealth management team.</p><p>This role is ideal for someone with a strong foundation in wealth management who enjoys working directly with clients, has an interest in financial planning, and is looking for a long-term career path within an RIA environment.</p><p>As an Associate Advisor, you will work closely with an established Wealth Manager and play an important role in delivering a high-touch client experience. You’ll gain exposure to the full wealth management and financial planning process while receiving coaching and mentorship designed to help you grow into greater responsibility over time.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Partner closely with an established Wealth Manager to support high-net-worth client relationships.</li><li>Prepare for client meetings by gathering, organizing, and analyzing client financial information.</li><li>Assist with financial planning analysis and draft comprehensive financial plans and recommendations.</li><li>Help implement investment, financial planning, and other client recommendations.</li><li>Coordinate and follow up on client action items to ensure a seamless and responsive client experience.</li><li>Leverage the firm’s CRM to maintain accurate client information, track activities, and manage follow-up.</li><li>Collaborate with Client Services, Operations, and Compliance to ensure accuracy and timely execution.</li><li>Participate in client meetings and gradually take on increased responsibility within client relationships.</li><li>Build knowledge and confidence across financial planning, investments, and overall wealth management.</li><li>Develop toward the ability to independently manage client relationships and potentially pursue future leadership or partnership opportunities.</li></ul><p><br></p>
<p>Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a <strong>real estate investment firm in San Francisco</strong> to identify an <strong>Accountant</strong>. This opportunity is ideal for professionals currently in <strong>public accounting with real estate clients</strong> who are interested in transitioning into industry.</p><p>If you have experience with <strong>real estate accounting</strong> and are looking to step into a <strong>senior-level role with a growing investment firm</strong>, I would welcome the opportunity to connect.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate closely with the construction and development team on financial matters</li><li>Review invoices processed by the outsourced AP team to ensure accurate coding and compliance</li><li>Prepare and submit monthly financial reports to joint venture partners</li><li>Manage construction draw processes using established templates and training (no prior experience required)</li></ul><p><br></p>
<p><strong>Job Title:</strong> Property Management Bookkeeper </p><p><strong>Pay:</strong> $30 - $42 hourly </p><p> </p><p><strong>Position Summary:</strong> Our client, a growing commercial property management company, is seeking a Bookkeeper to support the financial operations of a portfolio of office, industrial, and retail properties. This role will be responsible for full-cycle bookkeeping, tenant billing, accounts payable, bank reconciliations, lease administration support, and monthly financial reporting. The ideal candidate will have experience working in a property management or real estate environment and be comfortable managing multiple entities and properties simultaneously.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle bookkeeping for a portfolio of commercial properties</li><li>Process vendor invoices and oversee accounts payable activities</li><li>Prepare and distribute tenant invoices, rent statements, and recurring billings</li><li>Monitor accounts receivable and follow up on outstanding tenant balances</li><li>Perform monthly bank, credit card, and operating account reconciliations</li><li>Prepare journal entries and maintain accurate general ledger records</li><li>Assist with CAM reconciliations and annual operating expense recoveries</li><li>Support month-end and year-end close processes</li><li>Prepare property financial statements, variance reports, and management reports</li><li>Partner with property managers, tenants, vendors, and ownership groups on accounting-related matters</li></ul><p><br></p>
<p>We are looking for an experienced Paralegal to provide focused litigation support for a complex trust and estates firm in Walnut Creek, California. This temp-to-hire opportunity allows for the candidate to play a key role in organizing discovery, clarifying claims across multiple active petitions, and preparing case materials. The position requires someone who can work through incomplete or disjointed records, coordinate closely with operations staff, and help bring structure to a high-volume case file.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Review and organize discovery materials for an active litigation matter involving numerous petitions and overlapping allegations.</p><p>• Analyze filings, motions, and related case documents to help identify key claims, issues, and supporting records across the case.</p><p>• Locate missing deposition materials by working through both physical and electronic files and reconciling inconsistencies between record sources.</p><p>• Partner with on-site operational staff to retrieve documents from boxed files, arrange scanning, and ensure materials are properly added to the case record.</p><p>• Support mediation preparation by assembling relevant discovery, tracking critical case information, and helping counsel access complete documentation.</p><p>• Maintain orderly case files and update litigation records within case management systems to improve document reliability and accessibility.</p><p>• Assist with broader civil litigation support tasks, including document review, trial preparation activities, and follow-up on outstanding discovery items.</p>
<p>Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a <strong>real estate investment firm in San Francisco</strong> to identify a <strong>Senior Accountant</strong>. This opportunity is ideal for professionals currently in <strong>public accounting with real estate clients</strong> who are interested in transitioning into industry.</p><p>If you have experience with <strong>real estate accounting</strong> and are looking to step into a <strong>senior-level role with a growing investment firm</strong>, I would welcome the opportunity to connect.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate closely with the construction and development team on financial matters</li><li>Review invoices processed by the outsourced AP team to ensure accurate coding and compliance</li><li>Prepare and submit monthly financial reports to joint venture partners</li><li>Manage construction draw processes using established templates and training (no prior experience required)</li></ul><p><br></p>
<p>We are looking for a detail-oriented Payroll Clerk to join a team in Benicia, California on a Contract to hire basis. This role supports payroll processing for a multi-state employee population and is well suited for someone who is dependable, adaptable, and comfortable handling administrative and data-related tasks. The position offers an opportunity to contribute to accurate payroll operations while working with timekeeping records, payroll communications, and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Enter employee time records, including timecards and manual time entries, into the payroll system with a high level of accuracy.</p><p>• Monitor the payroll inbox, respond to routine inquiries, and direct questions to the appropriate team members when needed.</p><p>• Provide day-to-day support for timekeeping issues and maintain organized payroll-related files and documentation.</p><p>• Retrieve payroll information from systems and arrange reports and data for review and processing.</p><p>• Assist the payroll team with administrative tasks that help ensure timely and accurate payroll cycles for employees across multiple states.</p><p>• Review submitted information for completeness and flag discrepancies or missing details before processing.</p><p>• Learn and navigate company software tools used for payroll and timekeeping activities.</p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>We are looking for a detail-oriented Accounts Payable Clerk to support daily financial operations in Stockton, California. This Long-term Contract position is well suited for someone who can manage invoice activity accurately, maintain strong vendor communication, and assist with related administrative work. The ideal candidate will also be comfortable entering payroll data and contributing to a well-organized office environment.</p><p><br></p><p>Responsibilities:</p><p>• Review, enter, and process vendor invoices with accuracy and timely follow-through.</p><p>• Assign proper general ledger coding to invoices and verify supporting documentation before submission.</p><p>• Maintain vendor records, assist with onboarding new suppliers, and respond to payment-related questions professionally.</p><p>• Prepare and support check runs while helping ensure payments are completed according to schedule.</p><p>• Enter payroll-related data accurately and assist with routine payroll support tasks as needed.</p><p>• Perform administrative duties that help keep office operations organized and efficient.</p><p>• Reconcile accounts payable information and help identify discrepancies that require follow-up.</p><p><br></p><p>For immediate consideration, contact Robert Half at 209-232-1991. </p>
<p>We are seeking a Tax Preparer for a contract-to-hire opportunity with flexible hours based on the right candidate’s availability and experience. This role can be structured as either part-time or full-time and is ideal for a tax professional who is comfortable preparing a variety of tax returns in a fast-paced environment.</p><p>The ideal candidate will have hands-on experience with individual and business tax preparation and must have recent experience using Lacerte. This position offers the opportunity to join a growing team with long-term potential.</p><p>Key Responsibilities:</p><ul><li>Prepare and review individual, corporate, partnership, and/or trust tax returns</li><li>Gather, organize, and analyze client financial and tax documentation</li><li>Ensure accuracy and completeness of tax filings in compliance with current tax laws</li><li>Communicate with clients and internal team members regarding tax documents, deadlines, and follow-up items</li><li>Identify and resolve tax-related issues and discrepancies</li><li>Assist with tax planning and other special projects as needed</li><li>Maintain confidentiality and professionalism when handling sensitive financial information</li></ul><p><br></p>
We are looking for an experienced Supply Chain Manager to lead procurement, material planning, and supply continuity efforts for a manufacturing operation in Livermore, California. This role will guide a high-performing team, strengthen supplier partnerships, and support sound commercial decisions that improve cost, quality, and service. The ideal candidate brings strong leadership, analytical judgment, and the ability to work cross-functionally with technical and business stakeholders.<br><br>Responsibilities:<br>• Lead supply chain, procurement, and material planning activities to maintain reliable product flow and support manufacturing performance.<br>• Direct and develop leaders and team members across the function, setting priorities, improving accountability, and building organizational capability.<br>• Negotiate supplier agreements and commercial terms while balancing cost, quality, delivery, and long-term business needs.<br>• Evaluate supplier performance, inventory trends, and operational data to identify risks and recommend effective corrective actions.<br>• Partner closely with Engineering, Operations, Quality, Finance, Legal, and senior leadership to align sourcing decisions with company objectives.<br>• Oversee supply risk mitigation strategies, including contingency planning and actions to reduce disruptions across the supplier base.<br>• Prepare clear recommendations and presentations for leadership using financial, operational, and supplier insights.<br>• Drive continuous improvement initiatives within procurement and supply chain processes, including lean practices, value analysis, and broader functional transformation efforts.
<p>Our team is seeking an early-career Accounting Assistant to join our growing company in San Leandro. This is a great opportunity for someone looking to start or advance their accounting career while gaining exposure to multiple areas of accounting operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process accounts payable transactions, including coding invoices, reconciling vendor statements, and ensuring timely payments</li><li>Support accounts receivable: generate invoices, post payments, and monitor aging reports</li><li>Assist with general accounting duties such as data entry, reconciliations, and maintaining accurate records</li><li>Contribute to month-end and year-end close processes</li><li>Provide support for audit and compliance requests</li><li>Communicate professionally with internal teams and external vendors/customers</li><li>Maintain confidentiality and ensure compliance with company policies and accounting standards</li></ul><p><br></p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Tax Manager</p><p>📍 Mill Valley, CA (Hybrid)</p><p>🏢 Boutique Wealth Management & Advisory Firm</p><p>💰 Competitive Base + Bonus + Significant Career Growth</p><p><br></p><p>A highly regarded boutique wealth management and advisory firm is seeking an experienced <strong>Senior Tax Manager</strong> to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.</p><p><br></p><p><strong>Who You Are</strong></p><p>You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.</li><li>Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.</li><li>Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.</li><li>Build long-term client relationships while delivering a high-touch, concierge-level service experience.</li><li>Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.</li><li>Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p><strong>Position Overview</strong></p><p>We are seeking a detail-oriented and dependable <strong>Full Charge Bookkeeper</strong> to manage day-to-day accounting operations and ensure the accuracy of financial records. This role is responsible for full-cycle bookkeeping, accounts payable and receivable, bank reconciliations, payroll support, month-end close activities, and financial reporting. The ideal candidate is organized, proactive, and comfortable working independently in a fast-paced environment.</p><p>Key Responsibilities</p><ul><li>Manage full-cycle bookkeeping and maintain accurate financial records</li><li>Process accounts payable, including invoice entry, vendor payments, and reconciliations</li><li>Manage accounts receivable, invoicing, collections, and cash applications</li><li>Perform bank, credit card, and general ledger reconciliations</li><li>Prepare and post journal entries and maintain supporting documentation</li><li>Assist with month-end and year-end close processes</li><li>Process payroll and maintain payroll records, as needed</li><li>Prepare sales tax filings and other compliance-related reporting</li><li>Generate financial reports, including profit & loss statements and balance sheets</li><li>Support audits and work with outside accountants as needed</li><li>Maintain vendor and customer records and respond to accounting-related inquiries</li></ul><p><br></p>