<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><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><strong>About the Firm</strong></p><p>A purpose‑driven wealth management firm delivering holistic financial, investment, and tax services to individuals, families, and foundations. The firm emphasizes values‑based client service, impact, and community engagement, with offices across major U.S. cities. The tax team supports a sophisticated high‑net‑worth client base with tailored planning needs.</p><p><br></p><p><strong>The Role</strong></p><p>The <strong>Senior Tax Preparer</strong> is a key contributor within the tax team, responsible for accurate, high‑quality tax preparation and planning support. This role is ideal for an Enrolled Agent or tax‑focused CPA with strong experience serving high‑net‑worth individuals. The position is primarily focused on 1040 preparation during tax seasons, with planning, analysis, and client support work throughout the year.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare individual tax returns (1040‑focused); experience with 1041/1065 is a plus.</li><li>Communicate directly with clients to gather documents and ensure a smooth experience.</li><li>Prepare tax projections, estimated payments, and supporting analysis.</li></ul><p><strong>Benefits</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>High‑deductible health plan with HSA</li><li>$75 monthly wellness allowance</li><li>Employee assistance program</li></ul>
<p><strong>Collections Specialist (Contract) – Brisbane, CA</strong></p><p><strong>Position Type:</strong> Contract, with potential to convert to full-time</p><p><br></p><p><strong>Hiring Through:</strong> Robert Half, Finance & Accounting Contract Talent Division</p><p><br></p><p><strong>Company Overview:</strong></p><p>Join a well-established service company in Brisbane, CA, known for exceptional client service and operational reliability. We are seeking a detail-oriented Collections Specialist to support the finance department and help maximize company cash flow by managing accounts receivable and collections activities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Contact customers via phone, email, and written correspondence to collect outstanding payments and resolve billing discrepancies.</li><li>Monitor and manage assigned accounts, analyze aging reports, and track collection efforts.</li><li>Work closely with the billing department to resolve invoicing issues and ensure accuracy of accounts.</li><li>Negotiate payment arrangements and follow up on promises to pay.</li><li>Document all collection activity and maintain up-to-date customer account records.</li><li>Escalate complex and delinquent accounts to management as appropriate.</li><li>Provide regular reports on collection progress and account status.</li><li>Support month-end closing activities related to accounts receivable.</li></ul>
<p>The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Job duties </p><p> * denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p> - Assist other departments such as Hospitality and Reception when needed. </p><p><br></p>
<p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in an administrative capacity.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><ul><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</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>We are looking for a Paralegal to join our team in San Rafael or Oakland, CA. Minimum 3 days/ week in office. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and process a variety of legal documents including deeds, transfer letters, and affidavits of death</p><p>• Carry out thorough legal research on various issues related to Business Law and Real Estate</p><p>• Assist in the preparation of Business Formation documents, applying for EINs from the IRS, and handling designation of Registered Agent for Service of Process</p>
We are looking for a motivated Housing Assistant Rep I to join our team in Oakland, California. In this role, you will provide essential administrative and clerical support under the guidance of a department director or senior executive. This is a long-term contract position that offers an excellent opportunity to contribute to the efficiency and success of housing-related operations.<br><br>Responsibilities:<br>• Manage scheduling and coordinate appointments to ensure smooth daily operations.<br>• Assist in preparing audit reports and other comprehensive documentation.<br>• Create detailed reports and summaries based on data analysis.<br>• Collaborate with various stakeholders, including government officials and police officers, to address administrative needs.<br>• Utilize Yardi software to support housing-related tasks and maintain accurate records.<br>• Conduct evaluations of existing procedures and recommend improvements for operational efficiency.<br>• Support budget preparation and monitor expenditures as needed.<br>• Handle correspondence and draft procedural memoranda to ensure clear communication.<br>• Maintain confidential files and administrative records with precision.<br>• Address payroll-related processes and monitor attendance records effectively.
<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>We are looking for a motivated and organized Front Desk Coordinator to join our team in San Francisco, California. In this Contract to permanent position, you will play a vital role in ensuring smooth office operations while providing excellent service to employees and visitors alike. This role offers part-time hours with the potential to transition into a permanent position based on performance and business needs.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary point of contact at the reception desk, welcoming visitors and assisting employees.</p><p>• Maintain accurate visitor and employee logs to ensure security and compliance.</p><p>• Manage the distribution and tracking of access badges for both onsite and remote employees.</p><p>• Sort, scan, and distribute incoming mail efficiently.</p><p>• Coordinate lunch setups and maintain the inventory of office supplies.</p><p>• Provide support for special projects, including vendor management and event coordination.</p><p>• Assist in organizing onsite events, ensuring all logistics are handled smoothly.</p><p>• Communicate effectively to address issues and provide timely updates to relevant parties.</p><p>• Act as a liaison with external vendors, ensuring services are delivered as needed.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013370969 **</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like a strong match for your background, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d welcome the chance to connect and learn more about you.</p><p><br></p><p><strong>Trade Compliance Analyst / Associate</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a leading global investment firm focused on both private and public markets. The firm manages several billion in capital and invests across innovative, fast‑growing sectors. With a collaborative, high‑performing team and a strong reputation for disciplined, research‑driven investing, the firm offers a stable and supportive environment for long‑term career development.</p><p>The Trade Compliance Analyst/Associate plays a critical role in maintaining regulatory oversight across public investment strategies. This individual will monitor trading activity, ensure adherence to internal policies and securities laws, and support the firm’s compliance program. The role sits within the Compliance team and works cross‑functionally with Legal, Operations, and Investment professionals. This position reports to the Chief Compliance Officer.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Highly collaborative compliance and legal environment</li><li>Strong work‑life balance with predictable hours</li><li>Excellent mentorship and long‑term career stability</li><li>Hybrid schedule in a modern, well‑equipped office</li><li>Competitive compensation and comprehensive benefits</li></ul><p><strong>Key Responsibilities</strong></p><p><strong>Trade Surveillance & Monitoring</strong></p><ul><li>Assist with preparing trade authorization forms</li><li>Conduct daily reviews of trade activity across multiple funds</li><li>Identify exceptions, trends, or regulatory filing obligations</li><li>Support pre‑trade checks, restricted list monitoring, and trade approvals</li><li>Initiate regulatory filings, including:</li><li><strong>Forms 4 and 5</strong></li><li><strong>Forms 13D/G</strong></li><li>Other SEC‑required submissions</li><li>Coordinate with Legal and external counsel as needed</li><li>Support compliance testing, reporting cycles, and regulatory examinations</li></ul><p><strong>Compliance Program Support</strong></p><ul><li>Help enhance trade surveillance systems, data processes, and internal controls</li><li>Contribute to risk assessments and gap analyses involving MNPI and information‑barrier practices</li><li>Support employee training related to MNPI, restricted lists, and trading rules</li><li>Partner with Trading, Finance, and Accounting teams to ensure accurate and complete trade data</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary plus annual bonus</li><li>Comprehensive medical, dental, and vision coverage</li><li>Life and long‑term disability insurance</li><li>Attractive 401(k) program</li><li>Hybrid working model</li><li>Supportive team with strong investment in your long‑term development</li></ul>
<p>We are looking for an experienced and detail-oriented CFO to join our team in Santa Clara, California. In this role, you will oversee financial transactions, maintain accurate records, and ensure the smooth functioning of office operations. This position requires a high level of integrity, professionalism, and the ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Own the company financials and the operational accounting - this is a hands-on role</p><p> Manage daily office operations and provide direct support to the company President.</p><p>• Calculate and process monthly commissions using the Representative Profit Management System.</p><p>• Handle payroll processing and ensure timely and accurate payments to employees.</p><p>• Maintain and update financial records in QuickBooks, ensuring accuracy and compliance.</p><p>• Prepare and deliver business reviews and presentations using PowerPoint.</p><p>• Administer 401K contributions and ensure compliance with regulatory requirements.</p><p>• Reconcile monthly bank statements and oversee payment of bills.</p><p>• Develop and manage web-based supplier management systems.</p><p>• Update and maintain corporate PowerPoint presentations for business use.</p>
<p>Our client is building the next generation of intelligent, scalable enterprise applications at the intersection of Salesforce, AI, and automation. Their high-performing Marketing Applications team delivers mission-critical solutions that power large-scale operations, optimize business processes, and embed AI-driven insights across the organization.</p><p><br></p><p>They are seeking a <strong>Software Engineer III </strong>to independently design and deliver complex technical solutions while developing deep expertise across Salesforce, AI-enabled workflows, and enterprise integrations. This role is ideal for a proven engineer who enjoys architectural ownership, mentoring others, and working across a sophisticated technology ecosystem. Candidates from outside the Salesforce ecosystem are encouraged to apply if interested in specializing in these technologies.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Independently design, develop, and deliver complex, scalable Salesforce applications and integrations using advanced Apex, Lightning Web Components (LWC), and declarative tools</li><li>Design and maintain back-end services, APIs, and automation workflows using Node.js, Python, and cloud platforms (Azure or AWS)</li><li>Build and manage data pipelines and ETL processes across Salesforce and cloud-based data platforms</li><li>Own integrations between Salesforce and enterprise systems, defining data contracts using REST/SOAP APIs and event-driven architectures</li><li>Customize and extend agent-based capabilities to deliver context-aware, high-performance employee experiences</li><li>Drive adoption of AI capabilities, including predictive analytics, copilots, and generative AI within marketing and sales workflows</li><li>Contribute to AI and ML initiatives, including the secure integration of large language models into enterprise processes</li><li>Develop and optimize modern front-end applications using advanced JavaScript frameworks such as React.js or Next.js</li><li>Serve as a key contributor in Agile teams, influencing technical direction, roadmap planning, and conducting peer code reviews</li><li>Mentor junior engineers and promote engineering best practices and technical excellence</li><li>Collaborate closely with product managers, data science teams, and business stakeholders to translate requirements into scalable solutions</li></ul>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity feels like a strong match for your background, apply today and share your résumé with <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><strong>Role Overview</strong></p><p>We’re seeking an experienced <strong>Senior Tax Preparer</strong> to support high‑net‑worth clients with complex tax needs and advanced planning strategies. While tax preparation is the primary focus during busy season, you’ll also contribute to year‑round planning, client communication, and select business development initiatives.</p><p>The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax‑focused <strong>CPA</strong> with strong technical expertise, excellent judgment, and the confidence to work independently in a client‑facing advisory environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of individual tax returns (primarily Form <strong>1040</strong>); experience with <strong>1041</strong> and <strong>1065</strong> is a major plus</li><li>Communicate directly with clients to gather documentation and deliver a proactive, seamless tax preparation experience</li><li>Prepare detailed tax analyses, projections, and estimated tax calculations</li><li>Explain complex tax concepts in clear, practical terms while ensuring full compliance with filing requirements</li><li>Stay current on tax law changes and recommend strategies to enhance client outcomes</li><li>Provide internal guidance to wealth advisors on tax questions and planning opportunities</li><li>Experience with estate and gift tax planning is highly valued</li><li><strong>California return experience required; multi‑state experience preferred</strong></li></ul><p><strong>Benefits & Perks</strong></p><ul><li>$75 monthly wellness allowance</li><li>Commuter benefits</li><li>Paid parental leave: up to <strong>12 weeks at 100% salary</strong></li><li>Tuition reimbursement + annual learning stipend</li></ul>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>A high-growth, pre-IPO technology company is seeking a Corporate Governance / Subsidiary Management Paralegal to take ownership of its global subsidiary management function. This fully remote contract role will support Legal and Finance by managing the creation, maintenance, and governance of entities across LATAM, EMEA, and APAC, ensuring accurate records and smooth day-to-day operations.</p><p><br></p><p>This is an opportunity to step into a high-ownership role at a growing technology company and make an immediate impact by bringing structure and consistency to global subsidiary governance. Ideal for a corporate paralegal with deep entity management experience who is seeking a meaningful contract role with long-term potential.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Take ownership of the full lifecycle of global subsidiaries, including formations, registrations, dissolutions, and entity changes</li><li>Manage director and officer updates, addresses, and ongoing corporate housekeeping</li><li>Prepare and maintain board and shareholder resolutions, written consents, and minute books</li><li>Coordinate with local counsel on jurisdiction-specific filings and requirements</li><li>Track and manage annual returns, renewals, and statutory deadlines across multiple countries</li><li>Maintain accurate corporate records, entity trackers, and compliance calendars</li><li>Partner closely with Legal, Finance, Accounting, and Tax teams to ensure entity data is current and reliable</li><li>Support broader corporate governance and legal operations tasks as needed</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Management Company Lead | Leading Venture Capital Firm | Palo Alto | Hybrid | $180-250k Base + Bonus + Top Perks</strong></p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p><strong>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking a senior security leader to shape how artificial intelligence changes our threat landscape, security architecture, and internal applications. This role operates at the intersection of security architecture, detection engineering, adversary simulation, and applied AI. The ideal candidate is an experienced security practitioner who understands how real attackers operate, how security platforms are designed and run at scale, and how modern AI techniques materially change both offensive and defensive capabilities. You will help move the organization beyond theoretical AI risk discussions into practical architectures, controls, and detection strategies that work in production environments. Success in this role means translating emerging AI capabilities and risks into actionable security designs that improve resilience, visibility, and response.</p>
<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 an experienced Accountant to join our team on a contract basis in Sunnyvale, California. In this role, you will play a key part in managing financial records, preparing tax filings, and ensuring compliance with all relevant regulations. This is an excellent opportunity for someone with strong attention to detail to contribute their expertise in a dynamic and collaborative environment.<br><br>Responsibilities:<br>• Prepare accurate tax returns for individuals, businesses, corporations, and trusts, ensuring compliance with federal, state, and local regulations.<br>• Identify legal deductions and tax-saving opportunities to optimize financial outcomes for clients.<br>• Maintain and organize client financial records to ensure accuracy and accessibility.<br>• Monitor multiple client deadlines and deliverables to ensure timely submissions.<br>• Provide personalized and strategic tax advice to clients while building strong relationships.<br>• Collaborate with team members to deliver integrated and seamless client services.<br>• Stay informed on the latest changes in tax laws and regulations to provide expert guidance.<br>• Safeguard confidential financial information, adhering to strict privacy standards.<br>• Perform bank reconciliations, journal entries, and manage accounts payable and receivable functions.<br>• Utilize accounting software such as QuickBooks and Lacerte to streamline workflows and maintain data accuracy.
<p>We are seeking a professional and personable Receptionist to join our dynamic team. In this role, you will be responsible for greeting visitors, managing phone calls, scheduling appointments, and providing administrative support to staff.</p>
<p>We are seeking a professional and personable Receptionist to join our dynamic team. In this role, you will be responsible for greeting visitors, managing phone calls, scheduling appointments, and providing administrative support to staff.</p>
