We are looking for a detail-oriented Staff Accountant to support core accounting and payroll activities for our Fairfield, California team. This role is ideal for someone who can manage day-to-day financial tasks with accuracy while helping maintain compliance across payroll, tax, and general ledger processes. The position offers the opportunity to contribute to a well-organized accounting function and work across multiple areas of financial operations.<br><br>Responsibilities:<br>• Process regular payroll accurately and on schedule, including certified and union payroll requirements.<br>• Prepare and post journal entries to maintain complete and accurate financial records.<br>• Reconcile general ledger accounts and investigate discrepancies to ensure reporting accuracy.<br>• Support sales tax and corporate tax activities, including documentation and filing preparation.<br>• Assist with the preparation of corporate tax return information and related financial schedules.<br>• Maintain payroll and accounting records within the organization's accounting system and ensure data integrity.<br>• Collaborate with internal stakeholders to gather payroll, accounting, and tax-related information as needed.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>
We are looking for a Financial Analyst to join a team in California in a contract capacity with the potential for a permanent role. This position is well suited for someone who can turn financial data into clear business insight, build reliable models, and support decision-making with thoughtful analysis. The role offers the opportunity to work across planning, reporting, and ad hoc projects while partnering with stakeholders to evaluate performance and identify trends.<br><br>Responsibilities:<br>• Develop and maintain financial models that support forecasting, budgeting, and business planning activities.<br>• Analyze operating results and key financial metrics to explain performance, highlight risks, and uncover opportunities.<br>• Prepare variance reviews by comparing actual results against forecasts, budgets, and prior periods.<br>• Perform ad hoc analysis for leadership to support strategic decisions, business cases, and special projects.<br>• Gather, organize, and interpret large data sets using data mining techniques to improve financial visibility and reporting accuracy.<br>• Create reports and presentations that translate complex financial information into concise recommendations for stakeholders.<br>• Partner with cross-functional teams to collect inputs, validate assumptions, and strengthen financial planning processes.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a <strong>high-visibility role working closely with senior advisors and leadership</strong>, with broad exposure across financial planning, investments, operations, and client service.</p><p> </p><p>Ideal for someone looking to <strong>deepen their financial planning experience </strong>and grow toward a client-facing role. Supportive leadership,<strong> strong work/life balance</strong>, and company support for licensing and professional development.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Project Manager - Operations to support a credit union in Dublin, California through a Long-term Contract engagement. In this role, you will provide financial leadership for a major platform modernization effort by guiding business case planning, budget oversight, and performance reporting. You will work closely with finance, accounting, technology, and project stakeholders to keep spending, forecasting, and financial controls aligned with organizational goals.<br><br>Responsibilities:<br>• Build and manage a multi-year financial business case that outlines projected costs, anticipated benefits, cash flow impacts, and expected return on investment.<br>• Track project expenses, open commitments, forecast updates, and budget performance while identifying variances and recommending corrective actions.<br>• Coordinate with accounting partners to support capitalization decisions, confirm appropriate financial treatment, and maintain required documentation.<br>• Partner with technology leaders and project stakeholders to review assumptions, validate forecasts, and evaluate overall financial performance.<br>• Create financial models that support scenario planning, sensitivity reviews, and risk assessment for project decision-making.<br>• Prepare clear reports, dashboards, and leadership updates that summarize financial status, key trends, and emerging risks.<br>• Maintain strong governance practices and internal controls to ensure accurate, audit-ready project financial management.<br>• Support financial oversight for large-scale transformation initiatives, including platform modernization or system-related operational changes when applicable.
<p>Notable law firm is looking for an experienced Legal Secretary to support a busy litigation practice in San Jose, CA. This Legal Secretary role is ideal for a detail-oriented candidate with a strong background in civil litigation matters who can step in quickly and provide dependable support for cases in active litigation. The role is primarily on-site and offers the chance to contribute to a growing firm while handling critical court filing, calendaring, and document preparation tasks. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage litigation support activities after a case enters the formal litigation phase, ensuring deadlines and filings are handled accurately.</p><p>• Prepare, revise, and organize legal documents for court submission in personal injury and civil litigation matters.</p><p>• Submit pleadings and related materials through electronic filing systems in compliance with court procedures.</p><p>• Maintain court calendars and docket deadlines by applying local court rules and tracking key litigation dates.</p><p>• Coordinate case materials and updates within Filevine to keep records complete, current, and accessible.</p><p>• Assist attorneys with hearing, filing, and case deadline preparation to support smooth day-to-day litigation operations.</p><p>• Monitor scheduling changes and adjust calendars as needed to help the legal team stay ahead of procedural requirements.</p>
<p>We are looking for an Accounting Manager to lead core accounting operations and support the financial health of our Oakland, California organization. This role will manage cash activity, oversee reporting and compliance processes, and ensure accurate month-end and year-end close activities. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to keep financial operations organized, accurate, and timely.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily cash operations, cash flow forecasting, and account funding.</li><li>Handle electronic payments, including payroll, tax remittances, and other transfers.</li><li>Reconcile bank accounts and maintain accurate financial records.</li><li>Prepare monthly and year-end financial statements and operational cash reports.</li><li>Monitor accounts payable, accounts receivable, and overall cash activity.</li><li>Review and process tax obligations, including sales, property, and income taxes.</li><li>Support audits and prepare financial information for banks, lenders, and other stakeholders.</li><li>Oversee company insurance programs and maintain accounting policies and procedures.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Wealth Management Firm | Mill Valley | Hybrid</strong></p><p> </p><p>Join a boutique wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, executives, and investors. The firm offers a highly personalized approach, providing direct access to sophisticated clients, senior leadership, and key strategic initiatives across the business.</p><p> </p><p>This is a rare opportunity to <strong>launch and lead a new tax practice</strong> within an established platform. As the <strong>founding tax hire</strong>, you'll have the ability to shape the client experience, tax strategy, technology stack, and future growth of the practice. Ideal for someone who enjoys <strong>advising clients, signing returns, building processes, and creating something from the ground up</strong> while serving a sophisticated UHNW client base.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead review and preparation of complex individual, trust, gift, partnership, and S-Corp tax returns</li><li>Advise clients on <strong>QSBS, trusts, estate and gift planning, partnership taxation, and other advanced tax strategies</strong></li><li>Serve as the primary tax advisor to UHNW clients and their outside advisors</li><li>Partner with wealth advisors and family office professionals on integrated planning strategies</li><li>Help build and enhance <strong>technology, automation, and AI-enabled workflows</strong></li><li>Establish scalable processes, compliance standards, and best practices as the practice grows</li></ul><p> <strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services.</p><p><br></p><p>This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across <strong>client service, account administration, investment operations, and process improvement</strong>. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client requests and account needs</li><li>Support account openings, transfers, cash movements, and ongoing account maintenance</li><li>Coordinate with custodians and internal teams to ensure timely execution and issue resolution</li><li>Prepare client meeting materials, reports, and follow-up items</li><li>Maintain accurate client records and documentation</li><li>Manage workflows, track requests, and ensure an exceptional client experience</li><li>Assist with operational projects and <strong>process improvement initiatives</strong></li><li>Support advisors and private client professionals across a wide range of client activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite)</strong></p><p> </p><p>Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice.</p><p> </p><p>This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the development and analysis of comprehensive financial plans</li><li>Partner with advisors on complex client planning engagements</li><li>Present recommendations and planning strategies to clients</li><li>Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning</li><li>Research advanced planning concepts and regulatory changes</li><li>Serve as an internal resource on financial planning best practices</li><li>Help improve planning processes, workflows, and planning deliverables</li><li>Monitor industry developments and educate the advisory team on emerging planning opportunities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Director of Operations to lead office administration and business support functions for a respected law firm in San Francisco, California. This role serves as a key partner to firm leadership, guiding operational strategy while maintaining efficient, high-quality support across multiple offices. The ideal candidate brings strong people leadership, sound judgment, and a practical approach to improving workplace operations, employee experience, and service delivery.<br><br>Responsibilities:<br>• Direct daily operational activities for the firm's offices, ensuring consistent, efficient support and a well-run workplace environment.<br>• Lead teams across core business services such as accounting, office administration, records management, calendaring, technology coordination, and administrative support.<br>• Manage hiring efforts for staff, including recruitment, onboarding, training, and initiatives that strengthen retention and long-term team success.<br>• Provide employee supervision through coaching, feedback, performance discussions, and development planning to support individual and departmental growth.<br>• Oversee benefits administration and contribute to compensation planning and broader staffing strategies in partnership with firm leadership.<br>• Maintain compliance with employment regulations, internal policies, and established operational standards across office functions.<br>• Resolve employee relations matters with discretion while encouraging a collaborative, supportive, and positive office culture.<br>• Coordinate workplace programs and events that strengthen engagement, recognize employee contributions, and support team connection.<br>• Supervise facilities operations, including vendor management, office upkeep, security coordination, supply oversight, accounts payable support, and space planning efforts.<br>• Develop and maintain business continuity, emergency preparedness, and disaster response plans to support uninterrupted operations.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a skilled Legal Secretary to join our team in Emeryville, California. In this role, you will support our legal professionals in managing litigation cases, ensuring smooth coordination of administrative and legal processes. The ideal candidate will bring extensive experience in litigation and e-filing, along with a proactive approach to organizational and communication tasks. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and format legal documents and pleadings for submission in state and federal courts through e-filing systems.</p><p>• Maintain and monitor case calendars, ensuring all deadlines and court appearances are accurately tracked.</p><p>• Organize and manage both physical and electronic case files, including discovery materials and correspondence.</p><p>• Draft, proofread, and finalize legal correspondence, including letters and memoranda.</p><p>• Coordinate with attorneys, clients, and court staff to update case statuses and ensure procedural compliance.</p><p>• Assist in trial preparation by compiling exhibits, creating witness lists, and assembling trial binders.</p><p>• Schedule and organize meetings, depositions, and conference calls, as well as arrange travel plans when necessary.</p><p>• Respond promptly to attorney and client inquiries, proactively managing workflows to meet critical deadlines.</p>
We are looking for a Senior Accountant to join our team in Hayward, California and help maintain dependable financial records while supporting daily accounting operations. This position plays an important role in the monthly close process, financial compliance, and audit readiness, working closely with leadership to keep reporting accurate and timely. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to partner effectively with teams across the organization.<br><br>Responsibilities:<br>• Record recurring and nonrecurring journal entries each month, including accruals, amortization activity, and depreciation for fixed assets.<br>• Reconcile general ledger and balance sheet accounts, investigate discrepancies, and resolve issues to preserve the accuracy of financial data.<br>• Contribute to an efficient month-end close by completing assigned tasks on schedule and ensuring reporting deadlines are met.<br>• Assemble supporting schedules, account analyses, and requested documentation for internal reviews and external audit activities.<br>• Oversee compliance-related accounting tasks tied to sales tax, payroll tax, information reporting, and business licensing obligations.<br>• Help uphold accounting policies, regulatory requirements, and internal control standards across routine financial processes.<br>• Participate in ERP-related workflows, reporting activities, and system-based accounting processes that support the finance function.<br>• Provide additional accounting support and complete other responsibilities as business needs evolve.
<p>We are looking for an experienced and detail-oriented Real Estate Paralegal to join an established team in San Francisco, California. This role focuses on supporting commercial real estate transactions, including title and survey reviews, lease summaries, and closing coordination. If you thrive in a dynamic environment and enjoy working on complex projects, this position offers an excellent opportunity to grow your career. This role can be primarily REMOTE as long as the candidate resides in California, Colorado, and/or Texas. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough reviews and analyses of title and survey documents to identify and address issues, negotiating revisions as needed.</p><p>• Prepare and draft transaction-related documents, including leases, estoppels, SNDAs, and loan agreements.</p><p>• Coordinate and manage closing activities, including collecting and delivering signatures, preparing closing instructions, and liaising with escrow and title companies.</p><p>• Assist in the formation of entities, drafting operating agreements, and obtaining relevant certificates and good standing documentation.</p><p>• Summarize and maintain timelines for critical events in purchase and sale agreements to ensure deadlines are met.</p><p>• Handle due diligence reviews and manage post-closing activities, including the collection and distribution of transaction materials and preparation of closing binders.</p><p>• Collaborate on finance-related tasks such as loan modifications, title work, and documentation for real estate financing.</p><p>• Incorporate online tools to enhance efficiency and accuracy in workflow management.</p><p>• Provide training and guidance to new staff and attorneys on processes and best practices.</p><p>• Support administrative tasks, including updating case files, organizing documents, and managing mailings and scanning.</p>
<p>We are looking for an experienced Business Attorney to join an established and reputable legal team in Napa, California. This role offers the opportunity to work on a variety of sophisticated business transactions, providing tailored and effective legal solutions to clients ranging from regional businesses to multinational corporations. The ideal candidate will bring a wealth of expertise in corporate law and a commitment to delivering exceptional client service. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</p><p><br></p><p>Responsibilities:</p><p>• Provide legal counsel on business formation, transaction structuring, and compliance with relevant regulations.</p><p>• Draft, review, and negotiate contracts, shareholder agreements, and other legal documents.</p><p>• Assist clients in mergers and acquisitions, securities offerings, and private placements.</p><p>• Collaborate with estate planning professionals on succession planning matters.</p><p>• Conduct analysis of debt structures and advise on banking and credit facilities.</p><p>• Develop practical solutions to complex legal challenges for clients in various industries.</p><p>• Represent clients at local, national, and international levels in business-related matters.</p><p>• Ensure compliance with corporate governance standards and regulatory requirements.</p><p>• Support clients in the development of equity incentive plans and other financial agreements.</p><p>• Stay updated on legal trends and apply insights to improve client outcomes.</p>
<p><strong>Property Manager</strong></p><p><strong>Brief Job Description</strong></p><p>We are looking for a Property Manager to oversee property operations, maintain tenant satisfaction, manage budgets, and ensure properties are operating efficiently.</p><p><strong>Responsibilities</strong></p><ul><li>Oversee daily operations of assigned properties</li><li>Manage tenant relationships, lease compliance, and occupancy goals</li><li>Prepare and monitor budgets, rent rolls, and financial reports</li><li>Coordinate repairs, maintenance, and vendor services</li><li>Conduct property inspections and ensure regulatory compliance</li><li>Support leasing strategies and renewal efforts</li></ul>
<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>We are looking for an experienced finance leader to oversee budgeting, reporting, and operational guidance for a network of nonprofits in San Jose, California. This W2 hourly position will play a central role in strengthening fiscal planning, supporting operations, financial analysis, and advising leadership on critical decision-making. The ideal candidate brings strong expertise in budgeting, month-end close, financial reporting, and cash flow forecasting, along with the ability to translate complex data into practical recommendations. The role is hybrid (4 days onsite / 1 day remote). The client is on QuickBooks Online (proficiency with this software is highly preferred). If you are bilingual in Spanish, that would be helpful but not required. Finance Manager, Finance Directors, and VP's of Finance with nonprofit industry or education industry experience are all welcomed to apply.</p><p><br></p><p>You must be ready to start a new role in October.</p><p><br></p><p>Responsibilities:</p><p>• Day-to-day finance support</p><p>• Supporting stakeholders with creating budgets</p><p>• Cash reporting and forecasting</p>
<p>Robert Half's Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a <strong>Fund Finance Associate</strong> to join its finance team.</p><p> </p><p>This is an opportunity to gain exposure to multiple funds and SPVs, work closely with experienced finance leadership, and take ownership of fund accounting, reporting, and operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly and quarterly close activities across funds and SPVs, including reconciliations and NAV calculations.</li><li>Prepare capital account statements, investor allocations, and LP reporting packages.</li><li>Coordinate with fund administrators, auditors, and tax providers.</li><li>Support investment valuations, performance reporting, and portfolio updates.</li><li>Maintain fund cash activity, investment records, and transaction documentation.</li><li>Assist with audits, tax preparation, and regulatory reporting.</li><li>Improve accounting workflows, systems, and reporting through automation and AI tools.</li></ul><p> </p>
<p>We are seeking a detail-oriented AML Analyst for a 6-12 month <strong>contract </strong>opportunity supporting Anti-Money Laundering (AML) and financial crimes compliance initiatives. This role is 100% onsite in San Francisco, CA during the initial training period to ensure successful onboarding and knowledge transfer, and will transition to a hybrid schedule thereafter. The AML Analyst will be responsible for performing Level 1 alert reviews, investigating potentially suspicious activity, and documenting findings in accordance with regulatory requirements and internal policies. The ideal candidate will have experience in AML, compliance, risk management, or financial crime investigations and possess strong analytical, decision-making, and critical-thinking skills.</p><p><br></p><p>Duties:</p><ul><li>Review and investigate transaction monitoring alerts to identify potentially suspicious activity.</li><li>Analyze customer and transaction data to determine whether alerts should be escalated for further review.</li><li>Support the identification and documentation of cases that may warrant Suspicious Activity Report (SAR) consideration.</li><li>Conduct research and investigations while adhering to BSA/AML regulations, regulatory guidance, and internal compliance policies.</li><li>Document investigative findings clearly, accurately, and thoroughly within case management systems.</li><li>Apply sound judgment in alert disposition decisions while maintaining quality and compliance standards.</li><li>Collaborate with compliance, risk, and financial crimes teams to support ongoing monitoring and investigative efforts.</li><li>Meet productivity, quality, and service-level expectations in a fast-paced environment.</li></ul><p><br></p><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien at meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# AML Analyst **</p>
We are looking for a compassionate and organized Case Manager to support formerly homeless adults in San Francisco, California. This Long-term Contract position focuses on helping residents maintain stable housing, connect with essential services, and improve overall well-being through consistent, person-centered case management. The ideal candidate brings strong administrative support skills, sound judgment in challenging situations, and the ability to build trust with tenants, property staff, and community partners.<br><br>Responsibilities:<br>• Oversee an assigned portfolio of residents, providing consistent case management support tailored to individual housing stability and wellness goals.<br>• Meet with tenants regularly through outreach, intake conversations, and ongoing check-ins to assess needs, monitor progress, and adjust support plans as appropriate.<br>• Help residents secure and maintain public benefits, stay current with rent obligations, and address barriers that may affect continued housing.<br>• Coordinate referrals to community-based resources such as health care, behavioral health, substance use services, and employment programs, while encouraging successful follow-through.<br>• Partner with property management during unit walkthroughs, pest control visits, and habitability-related concerns to support safe and stable living conditions.<br>• Foster a positive tenant community by organizing group activities, resident meetings, and engagement events in collaboration with staff and tenants.<br>• Intervene during tenant crises by using de-escalation techniques, documenting incidents, and connecting individuals with appropriate support services.<br>• Maintain accurate case records, complete required documentation, and safeguard confidential client information in accordance with agency standards.<br>• Work closely with internal teams and external service providers to advocate for residents and report any suspected abuse or neglect through proper channels.<br>• Assist with site-based operational support activities, including resident recertification efforts, check disbursement days, and attendance at scheduled meetings.
<p>Launch your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Accounting Clerk! Gain hands-on experience across AP/AR, billing, collections, and general accounting while supporting diverse client projects. Ideal candidates have intermediate Excel skills, strong attention to detail, and a degree in accounting, finance, or a related field.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support AP, AR, billing, collections, and daily accounting operations.</li><li>Process invoices, post payments, and maintain vendor and customer accounts.</li><li>Generate invoices, review aging reports, and follow up on past-due balances.</li><li>Reconcile accounts, research discrepancies, and maintain accurate records.</li><li>Perform high-volume data entry with accuracy and efficiency.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries professionally.</li><li>Maintain documentation, support month-end close, and use Excel for reporting and analysis.</li><li>Adapt quickly to new client systems and processes while providing quality support.</li></ul>
<p><strong>Now Hiring: Regional Property Manager – Silicon Valley / Santa Cruz County</strong></p><p>An established and growing property management organization is seeking an entrepreneurial, hands-on Regional Property Manager to oversee a portfolio of residential properties and lead on-site property management teams. This is a key leadership opportunity for an experienced professional who enjoys building systems, improving operations, developing people, and driving results. Responsibilities include overseeing multi-site operations, coaching and holding property managers accountable, conducting property inspections, improving processes and procedures, monitoring budgets and financial performance, overseeing maintenance and vendor relationships, and ensuring compliance with California landlord-tenant and fair housing regulations. Experience managing multiple residential properties, strong leadership skills, and proficiency with property management software are essential. AppFolio experience is preferred.</p><p> </p><p>This is a full-time, on-site leadership position based in San Jose, CA. The ideal candidate is proactive, solutions-oriented, highly organized, and comfortable working directly with ownership while maintaining a strong presence in the field. If you are a residential property management professional looking for an opportunity to make a significant impact and help build a scalable operation, I'd love to connect! Please send resumes to Gary Daum for confidential consideration. Feel free to share with your network!</p>