<p><strong>Natalie Lue with Robert Half is partnering with a growing organization seeking a hands-on Accounting Manager who is eager to step into a future Controller-level role. This is an excellent opportunity for a strong accounting leader who enjoys partnering with operations, driving process improvements, and influencing key business decisions.</strong></p><p><br></p><p>The ideal candidate will bring experience from restaurant, hospitality, entertainment, food service, retail, or other fast-paced, customer-focused environments.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Leading month-end close and financial reporting</li><li>Budgeting, forecasting, and financial analysis</li><li>Payroll oversight and compliance</li><li>Cost controls and operational performance analysis</li><li>Supporting leadership with strategic financial insights</li><li>Partnering cross-functionally to improve processes and drive efficiencies</li></ul><p><strong>This role offers strong visibility to leadership, the opportunity to influence business strategy, and a clear path toward a Controller title as the organization continues to grow.</strong></p>
<p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
<p>We are hiring for a world-renowned client who is seeking a <strong>Senior Financial Analyst – FP&A</strong> to join their Finance team at their beautiful <strong>Mountain View campus</strong>. </p><p><em>Please be sure to read this job description in its entirety</em></p><p> </p><p><strong>Location:</strong> Mountain View, CA (Hybrid – 1-2 days onsite)</p><p><strong>Role Overview</strong></p><p>Support the Finance Director by managing FP&A operations, improving reporting processes, reducing manual tasks, and delivering accurate financial insights to support business decisions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze expense reports for accuracy and compliance.</li><li>Maintain headcount reporting and support forecasting activities.</li><li>Assist with budgeting and financial planning processes.</li><li>Support month-end close, including journal entries and account reconciliations.</li><li>Identify and record accruals.</li><li>Review and manage open purchase orders (POs) to ensure proper closure.</li><li>Oversee marketing and departmental expenses.</li><li>Validate, analyze, and improve financial data reporting.</li></ul><p><br></p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
<p>Bring your bookkeeping expertise to Robert Half's Full-Time Engagement Professionals (FTEP) program. As a Full Charge Bookkeeper, you'll enjoy the security of full-time employment while supporting a variety of client engagements, gaining exposure to new industries, systems, and business environments.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p> </p><p><strong>Bookkeeper responsibilities in this role: </strong></p><ul><li>Manage Accounts Payable and Receivable</li><li>Verify, allocate, and post transactions</li><li>Maintain and balance general ledger</li><li>Bank and Credit Card reconciliation</li><li>Manage month end and quarter end closing</li><li>Process payroll</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Other projects as requested</li></ul>
<p>Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Data Engineer III to join the ATI Data Science Innovation department.</p><p><br></p><p>Solution Design & Technical Leadership</p><ul><li>Lead architecture and design of complex data pipelines on Databricks lakehouse architecture (Unity Catalog, Delta Lake, Structured Streaming)</li><li>Define technical approach for data engineering initiatives, mentor less-senior engineers, and set standards for code quality through leadership and code reviews</li><li>Design and build data foundations that enable AI/ML capabilities — feature stores, embedding pipelines, vector search indexes, and model training datasets</li><li>Align data engineering solutions with business strategy, including support for Agentic AI workloads</li></ul><p>Data Infrastructure & Platform</p><ul><li>Own health, scalability, and modernization of data infrastructure with Databricks as the strategic platform — including workload migration, compute optimization, and Unity Catalog adoption</li><li>Optimize pipeline performance (Delta Lake table layouts, clustering, Z-ordering) and establish monitoring/alerting best practices with clear SLAs</li><li>Build data infrastructure supporting Agentic AI systems — real-time data access layers, context retrieval pipelines, and agent-accessible data services</li><li>Collaborate cross-functionally with DevOps, Platform Engineering, and MLOps roles to integrate data solutions into the broader technology environment and shared AI infratstructure – Mlflow registries, feature stores, and agent orchestration layers</li><li>Provide consultation to Senior Leadership on complex projects and drive continuous improvement initiatives</li></ul><p>Data Quality, Governance & Collaboration</p><ul><li>Champion data governance at all layers for data, models, and AI assets</li><li>Implement data quality strategies (master data management, validation rules, Delta Live Tables expectations) to ensure trust in enterprise data</li><li>Serve as liaison across data engineering, AI engineering, and business teams; promote data literacy and stewardship</li></ul><p><br></p>
<p>Expand your accounting experience with Robert Half's Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while working on diverse, high-impact client assignments across the East Bay.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>· Perform month-end closings, reconciliations, and financial reporting.</p><p>· Support accounts payable, accounts receivable, and general ledger functions.</p><p>· Ensure compliance with accounting standards and company policies.</p><p>· Assist with audits and special accounting projects as needed.</p><p>· Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
We are looking for a detail-oriented Billing Clerk to join our team in Sunnyvale, California on a Contract basis. This position supports payment and card-related operations by handling billing activities, wire transactions, and member inquiries with a strong focus on accuracy and service. The ideal candidate will help maintain compliance standards, resolve account-related issues efficiently, and contribute to the smooth day-to-day operation of the department.<br><br>Responsibilities:<br>• Process domestic and international wire requests while confirming member information and following required compliance procedures.<br>• Support billing operations by preparing statements, updating account records, and maintaining accurate transaction documentation.<br>• Assist with card servicing tasks, including account updates, payment-related requests, rewards support, and issue resolution.<br>• Respond to inquiries from members and internal teams through multiple service channels with professionalism and timely follow-up.<br>• Review transactions and account activity to identify discrepancies, correct errors, and uphold service quality standards.<br>• Perform audits and routine checks to ensure operational accuracy, regulatory alignment, and proper recordkeeping.<br>• Handle billing collection activities and coordinate with relevant parties to address outstanding account matters.<br>• Contribute to departmental initiatives and special assignments that improve operational performance and support business goals.
<p>We are looking for a Security Analyst to join a growing security operations team. This contract opportunity is ideal for a hands-on, detail-oriented individual who can assess security events, investigate suspicious activity, and strengthen detection capabilities across cloud-based environments. The role focuses on protecting sensitive information, improving response workflows, and partnering with technical teams to reduce risk across the organization.</p><p><br></p><p><strong>**This role requires 3 days a week on-site**</strong></p><p><br></p><p>Responsibilities:</p><p>• Investigate security alerts from identity platforms, cloud applications, collaboration tools, and related systems to determine scope, severity, and required response actions.</p><p>• Lead incident handling activities from initial review through containment, documentation, and post-event analysis while separating legitimate threats from routine or expected activity.</p><p>• Design, refine, and optimize detection logic within SIEM and related monitoring tools to improve visibility and reduce unnecessary alert volume.</p><p>• Analyze behavioral patterns across users and systems to identify suspicious activity and strengthen anomaly-based monitoring.</p><p>• Review data protection alerts tied to file sharing, cloud storage, and collaboration platforms, and evaluate potential data exposure or exfiltration risks.</p><p>• Apply relevant threat intelligence indicators across available telemetry sources and convert findings into actionable detections or investigative steps.</p><p>• Conduct proactive threat hunts focused on emerging attack techniques affecting cloud identity, authentication, and financial technology environments.</p><p>• Work closely with engineering, platform, and IT teams to address control gaps, improve defensive measures, and support scalable response processes.</p><p>• Contribute to automation, enrichment, and playbook development that improves efficiency within security operations.</p><p>• Support the evolution of security policies and operational practices by identifying trends, documenting findings, and recommending practical improvements.</p>
We are looking for a skilled Paralegal to join a litigation team in Emeryville, California. This position supports attorneys from initial case development through trial, with a strong focus on document review, deadline management, and coordination across courts and third parties. The ideal candidate brings sound judgment, strong organizational ability, and experience handling complex matters in a fast-moving legal setting.<br><br>Responsibilities:<br>• Analyze and condense medical, billing, and other case-related records into clear summaries for attorney review.<br>• Prepare, send, and monitor subpoenas for documents, witnesses, and court matters across various jurisdictions.<br>• Work with courts, healthcare providers, expert witnesses, and external organizations to secure records and supporting materials.<br>• Oversee litigation calendars and track filing dates, court deadlines, and follow-up tasks to keep matters progressing on schedule.<br>• Assemble pleadings, discovery materials, exhibit sets, deposition summaries, and trial notebooks for active cases.<br>• Support attorneys before depositions and hearings by organizing witness information, exhibits, and related case documents.<br>• Submit legal filings to county and state courts, including electronic filing when required by the jurisdiction.<br>• Maintain orderly electronic and paper case files so documents are accessible, complete, and up to date.<br>• Assist with trial logistics by preparing exhibits, coordinating materials, and ensuring readiness for hearings and courtroom proceedings.<br>• Communicate professionally with clients, opposing counsel, court staff, service providers, and other case contacts.
We are looking for an experienced Data Center Procurement Manager to lead sourcing strategy and procurement operations for critical infrastructure initiatives in California. This is a long-term contract opportunity suited for a senior-level candidate who can bring structure, direction, and momentum to a fast-paced environment while partnering closely with procurement leadership and cross-functional stakeholders. The ideal candidate brings deep familiarity with data center ecosystems and can operate effectively in evolving processes while driving measurable business value.<br><br>Responsibilities:<br>• Develop and refine procurement frameworks, sourcing models, and operational templates to support data center-related purchasing activities.<br>• Lead strategic procurement efforts for data center infrastructure, equipment, and services, aligning decisions with business priorities and delivery timelines.<br>• Collaborate directly with senior procurement leadership and maintain close coordination with external advisory partners to ensure effective execution.<br>• Evaluate vendors, negotiate commercial terms, and manage supplier relationships across complex data center categories.<br>• Create practical processes that improve consistency, transparency, and scalability within a rapidly changing work environment.<br>• Provide senior-level guidance on procurement strategy by applying strong knowledge of data center operations, technologies, and facility requirements.<br>• Work cross-functionally with internal teams to assess needs, define sourcing approaches, and support timely procurement outcomes.<br>• Adapt quickly to shifting priorities and ambiguous situations while maintaining strong engagement with stakeholders and team members.
<p><strong>Accounts Payable Clerk</strong></p><p>The AP Clerk is responsible for supporting day-to-day accounts payable functions by processing invoices, maintaining vendor records, and assisting with timely and accurate payments. In a mid-sized company, this role often works closely with accounting, purchasing, and operations teams to help ensure invoice accuracy, proper approvals, and organized financial records. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Review, sort, and enter vendor invoices into the accounting system. Based on general knowledge.</li><li>Match invoices to purchase orders, receipts, and supporting documentation. Based on general knowledge.</li><li>Verify coding, approvals, and payment terms before processing. Based on general knowledge.</li><li>Assist with check runs, ACH payments, wire transfers, and other vendor disbursements. Based on general knowledge.</li><li>Reconcile vendor statements and help resolve billing discrepancies. Based on general knowledge.</li><li>Maintain accurate vendor files, payment records, and AP documentation. Based on general knowledge.</li><li>Respond to vendor inquiries regarding invoice status and payments. Based on general knowledge.</li><li>Support month-end closing activities and audit requests related to accounts payable. Based on general knowledge.</li></ul>
<p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
We are looking for an experienced Project Accountant to support a growing architecture and engineering office in Berkeley, California. This hybrid role offers the opportunity to oversee the financial administration of assigned projects while partnering closely with project and operations leaders. The ideal candidate brings strong project accounting expertise, works well in a fast-moving environment, and is confident taking ownership of deadlines, billing accuracy, and financial coordination.<br><br>Responsibilities:<br>• Oversee the full financial administration of assigned projects, from setup through closeout, ensuring records remain accurate and up to date.<br>• Prepare client invoices, review billing details, and coordinate approval steps so invoices are issued on schedule.<br>• Track contract terms, project milestones, and billing requirements to support timely and accurate revenue activity.<br>• Establish new projects in the accounting system and verify that budgets, billing structures, and contract conditions are entered correctly.<br>• Examine agreements, proposals, purchase orders, and consultant documentation to confirm financial compliance and proper project charging.<br>• Process subcontractor and vendor invoices while maintaining organized support for project-related costs and reimbursable expenses.<br>• Monitor outstanding receivables and work with project leaders to address collection issues and improve cash flow.<br>• Contribute to monthly project reviews, work-in-progress reporting, and period-end close activities with clear financial insight.<br>• Maintain complete project documentation and recommend process improvements that reduce delays and strengthen accounting workflows.
<p>A well-established East Bay law firm is seeking a <strong>Litigation Secretary</strong> to join its growing team. This position will provide direct support to a busy attorney and play a key role in keeping litigation matters organized, on track, and moving efficiently. The ideal candidate is an experienced litigation support professional who can step in with minimal training, manage competing priorities, and serve as a reliable resource for the legal team.</p><p>This is a contract-to-hire opportunity with a firm that values work-life balance, offers flexibility, and genuinely treats employees as part of the team.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage attorney calendars, deadlines, and court appearances</li><li>Prepare, file, and serve legal documents in state and federal courts</li><li>Handle e-filing and monitor filing deadlines</li><li>Draft, revise, proofread, and format correspondence and pleadings</li><li>Maintain and organize electronic and physical case files</li><li>Assist with document management and records organization</li><li>Conduct conflict checks, if experienced</li><li>Provide general litigation administrative support as needed</li></ul><p><br></p>
<p>Robert Half is seeking an experienced Senior Accountant to support our clients with critical accounting activities.</p><p><br></p><p>This is an excellent opportunity for a versatile accounting professional to make an immediate impact in a dynamic environment.</p><p><br></p><p><strong>Location:</strong> Oakland, CA (Hybrid))</p><p><strong>Schedule:</strong> Full-Time, Monday–Friday</p><p><strong>Duration:</strong> 4-6 Months (Potential for Extension)</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Perform <strong>general ledger reconciliations</strong> and ensure accuracy of financial data.</li><li>Assist with <strong>month-end close processes</strong>.</li><li>Prepare and review <strong>journal entries</strong> and supporting documentation.</li><li>Analyze variances and resolve discrepancies promptly.</li><li>Collaborate with internal teams to ensure compliance with accounting standards.</li><li>Other accounting related duties as needed</li></ul><p><br></p>
<p>Customer Service Administrator</p><p>Job Description</p><p>Seeking a Customer Service Administrator to provide administrative support while delivering excellent customer service.</p><p>Responsibilities</p><ul><li>Manage customer correspondence</li><li>Coordinate schedules and appointments</li><li>Enter and update customer information</li><li>Process reports and documentation</li><li>Support internal departments</li></ul>
<p>We are looking for a Data Analyst to support reporting, dashboard development, and business-focused data investigations for a financial services team. <strong>This long-term, remote contract position</strong> is based in San Francisco, California, and offers the opportunity to work remotely while partnering closely with stakeholders to deliver clear, timely insights. The ideal candidate brings strong analytical expertise, hands-on experience with modern BI tools, and the ability to manage priorities effectively in a fast-paced, sprint-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Create and refine recurring reports and analytical outputs that help business partners make informed decisions.</p><p>• Develop, update, and enhance dashboard solutions in Looker to meet evolving stakeholder needs.</p><p>• Investigate data questions and resolve reporting issues related to business operations and client-focused requests.</p><p>• Manage assigned work within a sprint-based workflow, handling incoming tickets and adjusting priorities as needed.</p><p>• Collaborate with cross-functional stakeholders to gather requirements, confirm scope, and communicate delivery timelines.</p><p>• Provide ongoing analytics support through BI and reporting platforms, translating data into actionable insights.</p><p>• Maintain a balanced workload between stakeholder coordination and hands-on analysis, ensuring both communication and execution remain strong.</p>
We are looking for an experienced Medical Billing/Claims/Collections specialist to support healthcare and community-based programs in California. This Long-term Contract position will focus on accurate claim preparation, reimbursement follow-up, and timely resolution of billing issues across the revenue cycle. The ideal candidate brings strong Medi-Cal billing knowledge, works confidently with billing platforms such as Office Ally or similar systems, and can help improve payment accuracy through careful review and reporting.<br><br>Responsibilities:<br>• Oversee the full medical billing cycle for multiple programs, from claim creation and submission through payment application and account follow-up.<br>• Complete monthly billing activities for prior service periods and verify that charges, payments, and balances are properly reconciled.<br>• Prepare, submit, and monitor Medi-Cal and CalAIM claims, addressing rejections or denials by researching issues and making necessary corrections.<br>• Investigate billing discrepancies and pursue appropriate follow-up actions to strengthen reimbursement results and reduce outstanding accounts.<br>• Maintain accurate billing documentation and account records within Office Ally or a comparable medical billing system.<br>• Track accounts receivable activity and support collections efforts by reviewing unpaid claims and escalating issues as needed.<br>• Produce billing, collections, and reimbursement reports that highlight trends, variances, and areas requiring attention.<br>• Partner with internal teams to improve charge accuracy, resolve claim-related concerns, and support overall revenue cycle performance.
<p>Robert Half is seeking a detail-oriented Permit Technician to support the review, issuance, and processing of permits within the Engineering/Public Works Department. This Permit Technician role serves as a key point of contact for contractors, developers, utility companies, property owners, and the public, ensuring permit applications are complete and compliant with department requirements.</p><p>The ideal Permit Technician candidate will have a construction, drafting, engineering support, or permit processing background and possess the ability to read and interpret construction plans, understand property ownership and easement information, and make sound decisions regarding permit requirements and routing.</p><p><br></p><p>Essential Duties & Responsibilities</p><ul><li>Review permit applications for completeness and compliance with department requirements.</li><li>Issue permits and coordinate permit processing activities from intake through approval.</li><li>Read and interpret construction plans, engineering drawings, site plans, and supporting documentation.</li><li>Review plan sets consisting of approximately 24–36 sheets and identify missing or incomplete information.</li><li>Research property ownership, easements, rights-of-way, and parcel information using public records and GIS resources.</li><li>Provide permit-related information and assistance to contractors, developers, utility companies, consultants, and the general public.</li><li>Coordinate with engineering, planning, building, and public works staff regarding permit reviews and approvals.</li><li>Maintain accurate permit records, files, and project documentation.</li><li>Track permit status and communicate updates to applicants and stakeholders.</li><li>Utilize electronic permitting systems and databases to process and manage permit applications.</li><li>Prepare correspondence, reports, and permit-related documentation.</li><li>Assist with field verification and site visits as needed.</li></ul>
We are looking for a Litigation Paralegal to support a busy legal team in Walnut Creek, California. In this role, you will contribute across the full lifecycle of civil litigation, helping attorneys stay organized, prepared, and responsive as matters progress. The ideal candidate brings strong procedural knowledge, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.<br><br>Responsibilities:<br>• Support attorneys throughout active litigation matters by tracking progress, organizing case materials, and helping move each matter forward efficiently.<br>• Manage discovery workflows by gathering records, reviewing materials, and preparing documents for production in accordance with legal and procedural requirements.<br>• Keep physical and electronic case files well organized, maintain exhibit collections, and oversee litigation documents within case management systems and databases.<br>• Perform legal and factual research using digital research platforms, court resources, and public records to assist with case development.<br>• Draft, finalize, and submit pleadings, motions, and related filings in state and federal courts, including electronic court submissions.<br>• Track filing dates, hearing schedules, and other key deadlines while maintaining attorney calendars to support timely case activity.<br>• Arrange and coordinate depositions, mediations, arbitrations, and court appearances, including scheduling and logistics management.<br>• Serve as a reliable point of contact for clients, opposing counsel, court staff, expert witnesses, and external service providers.<br>• Assist with trial readiness by preparing witness materials, organizing binders, compiling exhibit and trial lists, and supporting courtroom logistics.
<p>Out client is looking for a skilled Paralegal to support a busy trusts and estates practice in Burlingame, California, serving individuals and families. This position offers meaningful hands-on involvement in estate and trust matters, regular interaction with clients and advisors, and exposure to sophisticated asset and tax issues. The right candidate brings strong organizational ability, sound judgment, and a detail-oriented, service-oriented approach to sensitive matters.</p><p><br></p><p>Responsibilities:</p><p>• Guide clients, trustees, and family members through trust and estate administration matters with care.</p><p>• Coordinate communications with beneficiaries and outside professionals such as accountants, financial advisors, and other consultants to keep matters moving efficiently.</p><p>• Prepare and revise legal correspondence, transfer documents, deeds, and court filings related to probate and estate administration.</p><p>• Assemble and maintain detailed asset schedules, allocation summaries, and distribution records to support accurate administration.</p><p>• Assist with the preparation of federal estate and gift tax filings, including Forms 706 and 709, and organize supporting financial information.</p><p>• Examine bank records and related financial documents to identify assets, verify transactions, and support reporting requirements.</p><p>• Maintain orderly client files, oversee document execution logistics, and provide notarial support when needed.</p><p>• Contribute to the day-to-day management of probate proceedings and post-death trust administration from opening through final distribution.</p>
We are looking for an Associate Attorney to support a dynamic insurance coverage practice in San Francisco, California. This role offers the opportunity to advise insurer clients on coverage matters, represent them in litigation and alternative dispute resolution proceedings, and contribute to a collaborative legal team. The position is well suited for an attorney with at least two years of relevant experience who is ready to take on meaningful casework in a fast-paced environment.<br><br>Responsibilities:<br>• Counsel insurer clients on policy interpretation, coverage analysis, and related legal exposure across a range of matters.<br>• Manage active files from initial assessment through resolution, ensuring deadlines, strategy decisions, and client communications are handled effectively.<br>• Draft and review pleadings, coverage opinions, motions, briefs, and other legal documents with strong attention to detail.<br>• Represent clients in litigation proceedings, mediations, arbitrations, and other dispute resolution forums involving insurance-related claims.<br>• Conduct legal research and apply relevant statutes, case law, and policy language to support case strategy and client recommendations.<br>• Collaborate with colleagues across the practice to develop legal arguments, share insight, and deliver high-quality client service.<br>• Communicate regularly with clients, opposing counsel, and other stakeholders regarding case developments, risk considerations, and next steps.
<p><strong>Consumer Packaged Goods (CPG)</strong></p><p>We are seeking a detail-oriented and highly organized Accounts Receivable Specialist to join our team in the CPG industry. This role requires a candidate with strong attention to detail, analytical skills, and the ability to manage customer deductions, short payments, chargebacks, and account reconciliations in a fast-paced environment. The ideal candidate will work closely with customers, sales, customer service, and internal finance teams to ensure timely cash application, accurate collections activity, and resolution of complex discrepancies.</p><p>Given the high transaction volume and deduction-heavy nature of receivables in the CPG space, we are looking for an individual who can manage intricate AR processes efficiently while maintaining a high degree of accuracy and professionalism.</p>
We are looking for a detail-oriented Legal Secretary to support a civil litigation practice in Lafayette, California. This position is well suited for someone who can manage a busy legal desk, maintain accuracy under tight deadlines, and keep case materials organized. Candidates with solid litigation support experience are preferred, though motivated professionals with strong potential will also be considered. This role is focused on legal secretarial work and is not designed as a track toward paralegal responsibilities.<br><br>Responsibilities:<br>• Prepare, format, and submit court filings electronically while ensuring compliance with applicable court rules and deadlines.<br>• Maintain attorney calendars by tracking hearings, filing dates, and other case-related obligations with a high degree of accuracy.<br>• Organize, update, and retrieve legal documents in document management systems, including NetDocuments when applicable.<br>• Draft, revise, and finalize correspondence, pleadings, and other legal materials from attorney notes, edits, or dictation.<br>• Monitor active litigation matters and provide day-to-day administrative support to keep the civil litigation desk running efficiently.<br>• Coordinate communications, schedule matters, and manage Outlook-based email and calendar activity to support attorneys and case progress.