We are looking for a dedicated Bookkeeper to join our team in Oakland, California. This is a Contract-to-Permanent position that requires a hands-on approach to managing financial records and supporting daily business operations. The ideal candidate will thrive in a small business environment and possess a strong combination of bookkeeping expertise and organizational skills.<br><br>Responsibilities:<br>• Prepare and organize financial data to support an offsite bookkeeping and accounting team.<br>• Oversee accounts payable and receivable processes, ensuring timely and accurate transactions.<br>• Reconcile invoices and verify payroll and vendor payments for accuracy.<br>• Track and balance cash and credit transactions, ensuring smooth daily close-out procedures.<br>• Assist with inventory control and operational tasks to support business needs.<br>• Maintain and uphold office procedures, ensuring efficiency in daily operations.<br>• Coordinate and manage vendor services, including scheduling necessary maintenance or repairs.<br>• Collaborate with team members to ensure seamless communication and workflow.<br>• Provide administrative support to ensure the smooth running of the office.
<p><strong>Job Description: Property Administrator</strong></p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Tenant Relations</strong>: Communicate with tenants regarding inquiries, lease agreements, and property updates.</li><li><strong>Maintenance Support</strong>: Coordinate property repairs and maintenance requests, working with vendors and contractors.</li><li><strong>Administrative Tasks</strong>: Maintain accurate property records, process invoices, and assist with financial reporting.</li><li><strong>Compliance Management</strong>: Ensure all property operations comply with applicable regulations and policies.</li></ul>
<p>We’re excited to offer a fantastic opportunity for an Attorney to join our dynamic team in Fresno, California! In this key role, you’ll handle litigation cases, draft and review essential legal documents, and ensure compliance with professional standards. If you’re ready to make a meaningful impact and grow your legal career in a collaborative environment, we’d love to hear from you!</p><p><br></p><p>Responsibilities:</p><p>• Handle and manage litigation files, ensuring they are processed from inception to trial</p><p>• Prepare legal documents such as pleadings, discovery materials, and motions</p><p>• Draft reports and perform file analysis to maintain high standards of detail-oriented practice</p><p>• Handle litigation and other legal assignments, ensuring all tasks are completed accurately and efficiently</p><p>• Ensure superior awareness of and compliance with all applicable rules of conduct</p><p>• Utilize substantial experience in civil litigation, specifically insurance defense litigation, to effectively manage cases</p><p>• Leverage comprehensive legal knowledge to promote standards of detail-oriented practice</p><p>• Prepare demands and responses, ensuring all information is accurate and up-to-date.</p><p>• Utilize skills in insurance defense and jury trials to effectively represent and defend our clients.</p>
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
<p><strong>Job Summary:</strong></p><p>The Workplace Experience Coordinator will ensure a high-quality experience for employees and visitors as part of the transition to a hybrid work model. This role focuses on managing office spaces, fostering employee engagement through events, and collaborating with local users and leadership to adapt initiatives to meet office needs. The coordinator will act as the primary point of contact for office operations, ensuring a welcoming, efficient, and safe workplace environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the primary office contact, building relationships with employees and leadership.</li><li>Manage reception desk activities, including visitor management.</li><li>Plan and implement employee engagement programs and monitor satisfaction.</li><li>Oversee office services, including vendor/contractor management and ticket resolutions.</li><li>Track facility budgets, process purchase requests, and manage invoices.</li><li>Support Health & Safety programs and respond to critical events.</li><li>Handle maintenance, renovations, and building updates.</li><li>Facilitate new technology rollouts (e.g., visitor systems, A/V systems).</li><li>Maintain inventory and manage access control systems.</li><li>Ensure conference rooms are organized and office cleanliness is maintained.</li></ul><p><br></p>
<p>We are looking for an Accounts Payable Tech/Admin to join our team! This Contract-to-Permanent role offers an opportunity to contribute to the financial operations of a non-profit organization. The ideal candidate will have a strong attention to detail and a proactive approach to managing accounts payable processes.</p><p><br></p><ul><li>Generate and review reports; make necessary corrections as needed</li><li>Process and distribute checks via mail or in-person pickup</li><li>Manage voided or canceled checks and reissue as necessary</li><li>Audit vouchers and documents for accuracy, completeness, validity, and compliance with policies and standards</li><li>Develop, evaluate, and improve disbursement policies and procedures</li><li>Perform general clerical duties such as data entry, scanning, filing, and document indexing</li><li>Respond to emails, phone calls, and internal inquiries in a professional and timely manner</li><li>Schedule meetings, maintain calendars, and support department staff with administrative tasks</li><li>Prepare and distribute memos, letters, and other routine communications</li><li>Assist with onboarding tasks and training documentation for new staff</li><li>Collaborate with systems analysts to enhance campus financial systems</li><li>Research and resolve outstanding account balances; communicate with vendors and departments promptly</li><li>Compile data for financial reports and analysis</li><li>Support month-end close process, including report generation, account reconciliations, and vendor withholding analysis</li><li>Assist in preparing quarterly and year-end accrual information</li><li>Lead accounts payable workshops and training sessions for campus personnel</li><li>Maintain and organize documents in a virtual document management system</li><li>Drive continuous improvements to the payment process</li><li>Route and collect documents and e-signatures through workflow systems</li></ul><p><br></p>
<p>Robert Half is working with a reputable Tax Firm in Foster City looking for a temp to hire Front Desk Receptionist. This is an on-site position Monday through Friday.. There is most certainly room for growth within the company too! We have had a proven track record with this client who has promoted 3 of our candidates into higher level roles. Great opportunity for someone looking to get that next step in their career.</p><p><br></p><p>Please find the description below and if interested, please apply immediately. Do not wait! Apply now!</p><p><br></p><p><strong>Job Description</strong></p><ul><li>Answering incoming calls </li><li>Ensuring all calendars are accurate and organized</li><li>Scheduling and organizing meetings and events</li><li>Greeting clients and visitors when they arrive at the office</li><li>Ensuring the office remains clean and organized</li><li>Operating and maintaining office equipment such as computers and copiers</li><li>Checking and maintaining office supply inventory, ordering new supplies as needed</li><li>Customer Service attitude meets the needs of those you serve</li><li>Willingness to be a team player & work in a team environment</li><li>Dependability and Independent Motivation</li></ul><p><br></p>
<p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A well-established and rapidly growing investment advisory firm is seeking a highly motivated <strong>Client Service Associate</strong> to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Client Service Associate will play a key role in delivering exceptional service to sophisticated clients, supporting portfolio operations, and ensuring regulatory compliance. The firm offers a unique learning environment with ongoing training in financial technologies and compliance processes, making this an excellent opportunity for career growth in the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to a diverse and sophisticated client base.</li><li>Process account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions promptly and accurately.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain confidential client records and ensure regulatory compliance.</li><li>Monitor client communications and respond with urgency and professionalism.</li><li>Track client scheduling, meeting documentation, and portfolio updates.</li><li>Reconcile client accounts with custodial records to ensure accuracy.</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k) retirement plan.</li><li>A collaborative team environment with ongoing training and professional development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Fund Accounting Manager </strong>at a <strong>Top Venture Capital Firm</strong>. This is a full-time permanent role based in <strong>Menlo Park</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a <strong>top venture capital </strong>firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Duties</strong></p><ul><li>Oversee and manage Accounts Payable (AP) and Accounts Receivable (AR) processes to ensure timely payments, collections, and resolution of discrepancies.</li><li>Supervise payroll processing, ensuring compliance with healthcare regulations and maintaining accuracy of employee records.</li><li>Perform key month-end close activities, including journal entries, account reconciliations, and preparation of financial statements.</li><li>Collaborate with finance leadership to prepare and analyze actual budgets, variance reports, and financial trends.</li><li>Conduct account reconciliations, resolve discrepancies, and ensure accuracy in compliance with regulatory standards.</li><li>Partner with cross-functional teams such as operations, billing, and human resources to coordinate and align financial processes.</li><li>Lead process improvements to optimize accounting workflows</li></ul><p><br></p>
<p>We are looking for a Front Desk Coordinator to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors, providing a welcoming and detail-oriented presence. This position requires a customer-focused individual with excellent organizational skills and a courteous attitude.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist all visitors promptly and courteously as they enter or exit the premises.</p><p>• Monitor building entrances to ensure a secure and safe environment.</p><p>• Perform document scanning and maintain accurate records.</p><p>• Handle concierge-related tasks as assigned to support smooth daily operations.</p><p>• Maintain a neat and detail-oriented appearance and adhere to the business dress code.</p><p>• Manage time effectively to handle multiple responsibilities efficiently.</p><p>• Collaborate with team members to maintain a welcoming and organized front desk area.</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# 00410-0013289434 **</p>
We are looking for an experienced Tax Staff member to join our team in Walnut Creek, California. This role involves preparing and reviewing diverse tax returns, conducting research on tax regulations, and collaborating with clients to provide exceptional tax-related services. The ideal candidate demonstrates strong technical expertise, organizational skills, and a commitment to delivering high-quality work.<br><br>Responsibilities:<br>• Prepare and review tax returns for individuals, corporations, partnerships, trusts, and exempt organizations.<br>• Conduct tax planning and perform in-depth research on tax laws, regulations, and specific issues.<br>• Manage multiple client engagements, ensuring deadlines are consistently met.<br>• Communicate directly with clients and regulatory agencies to address tax-related inquiries and concerns.<br>• Apply a comprehensive understanding of the tax return preparation and review process.<br>• Stay updated on industry knowledge by participating in relevant educational opportunities.<br>• Collaborate with team members to ensure accuracy and efficiency in all tax-related tasks.<br>• Assist clients with navigating complex tax matters and provide tailored solutions.<br>• Utilize advanced tax software such as CCH ProSystem Fx and Lacerte for efficient tax preparation.
<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>
<p>We are looking for a detail-oriented Staff Accountant to join our team in Walnut Creek, California. This role involves managing project cost accounting, ensuring timely and accurate client billings, and maintaining organized financial records. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Review and route subcontractor invoices for approval, ensuring accuracy of invoices, schedules of values, and waivers.</li><li>Review, code, and route AP invoices for approval, then enter into the system.</li><li>Compile and organize backup documentation for client billings.</li><li>Prepare client billings for management review and ensure timely submission per contractual deadlines.</li><li>Track all preliminary lien notices for assigned projects.</li><li>Collect sub-tier/sub-supplier waivers before releasing payments.</li><li>Collaborate with the Controller on financial performance and budget updates.</li><li>Investigate, reconcile, and balance project costs as needed.</li><li>Collect and verify subcontractor insurance certificates.</li><li>Ensure subcontractor enrollment in owner-provided wrap-up insurance programs before work begins.</li><li>Maintain electronic filing on company servers and construction management software; keep hard copy files when required.</li><li>Provide clerical and administrative support, assisting with special projects for the Project Team and company leadership.</li></ul>
<p>We are looking for a dedicated Family Law Attorney to join a boutique law firm based in the East Bay. This role can be onsite, hybrid remote, OR mostly REMOTE. This firm specializes in providing high-quality legal services in family law, handling complex cases with a commitment to excellence and client care. They pride ourselves on maintaining strong relationships within the legal community and fostering a supportive, collaborative work environment.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in family law matters, including divorce, custody, and support cases.</p><p>• Conduct thorough legal research and analysis to support case strategies.</p><p>• Draft and review motions, pleadings, agreements, and other legal documents.</p><p>• Provide expert guidance and counsel to clients regarding family law issues.</p><p>• Collaborate with colleagues to develop case strategies and share insights.</p><p>• Build and maintain strong relationships with judges, attorneys, and other legal professionals.</p><p>• Participate in firm-wide activities and contribute to a positive team culture.</p><p>• Ensure compliance with legal standards and regulations in all casework.</p><p>• Manage case files and ensure timely communication with clients.</p><p>• Uphold the firm’s reputation for delivering exceptional legal services.</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 with office experience or have 1-2+ years of experience working in the legal field.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></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>We are looking for a skilled and organized Project Coordinator to join our team in Pleasanton, CA. This position offers an exciting opportunity to contribute to the permitting and plan review processes within the engineering and construction industry. The ideal candidate will demonstrate exceptional attention to detail, strong customer service abilities, and a solid understanding of building codes and permitting procedures. This position is onsite, M-F 8AM-5PM in Pleasanton.</p><p><br></p><p>Project Coordinator Responsibilities:</p><p>• Process and review permit applications to ensure compliance with building codes, zoning regulations, and other relevant ordinances.</p><p>• Provide clear guidance to applicants regarding the permit application process and required documentation.</p><p>• Coordinate with internal departments to streamline the permitting and plan review processes.</p><p>• Maintain accurate records of development project applications, including electronic permit files.</p><p>• Calculate, collect, and document fees associated with various permits and development projects.</p><p>• Assist in reviewing development permit applications for completeness and eligibility for further evaluation.</p><p>• Deliver excellent customer service to local government clients and the general public, addressing inquiries and resolving issues.</p><p>• Support clerical functions, including filing and maintaining development review documentation.</p><p>• Update and manage schedules and timelines for construction projects.</p><p>• Perform other related duties as assigned to ensure the smooth operation of permitting and project coordination.</p><p><br></p><p>If you are interested in this Project Coordinator opportunity, please submit your resume today!</p>
<p>A well-regarded San Francisco-based litigation firm is seeking an experienced Litigation Legal Secretary to support a busy team of 5–6 attorneys on a remote, long-term, contract-to-hire basis. This position is open due to the current secretary being on intermittent leave, with the potential to transition to full-time employment based on performance and fit.</p><p>The firm handles a wide range of complex civil litigation matters, including high-profile work for public and private clients such as the City of San Francisco and PG& E. The ideal candidate will be technically strong, highly organized, and experienced with Filevine, and must be comfortable stepping into a high-volume desk with limited onboarding and supporting multiple attorneys simultaneously.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, revise, and finalize litigation documents, including pleadings, motions, discovery, and appellate briefs</li><li>E-file documents in California state, federal, and appellate courts</li><li>Format filings in compliance with court-specific rules and procedures</li><li>Create and finalize TOAs/TOCs; perform cite checking and proofreading</li><li>Manage complex litigation calendars and court deadlines using Filevine </li><li>Monitor incoming case communications and intake new assignments via Filevine</li><li>Organize and maintain electronic case files; support ongoing trial preparation</li><li>Collaborate with attorneys across multiple litigation matters in a remote environment</li><li>No billing, transcription, or dictation required</li></ul><p> </p>
<p>Our client is seeking a Tax Accountant with strong experience preparing and reviewing Form 1065 (Partnership Returns). This is a temp-to-hire opportunity offering the chance to contribute immediately during busy season, with the potential for a long-term career within a growing accounting team.</p><p><br></p><p>Responsibilities</p><ul><li>Prepare and review complex partnership tax returns (Form 1065) including multi-member LLCs and related K-1 schedules.</li><li>Assist with other business and individual returns as needed (1120, 1120S, 1040).</li><li>Research federal, state, and local tax issues to ensure compliance.</li><li>Support audits and respond to inquiries from taxing authorities.</li><li>Maintain accurate tax records and supporting documentation.</li><li>Collaborate with senior accountants and managers on tax planning strategies.</li><li>Ensure deadlines are met while delivering high-quality, accurate work.</li></ul><p>Please contact John Miller for immediate consideration. </p>
<p><strong>Senior Payroll Manager for Family Office </strong></p><p>📍 San Francisco, Financial District | Hybrid (3 days in-office)</p><p>💼 $150,000 – $175,000 + Bonus + Excellent Benefits</p><p> </p><p>Join a well-established <strong>family office</strong> with an outstanding culture and collaborative team. We’re seeking a <strong>Senior Payroll Manager</strong> to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations.</p><p><br></p><p> <strong>Interested in learning more?</strong></p><p>Please reach out to <strong>Jennifer Fukumae at Robert Half</strong> on LinkedIn for a confidential conversation and apply directly to be considered.</p><p> </p><p><strong>Responsibilities Include: </strong></p><p><strong>Payroll Management</strong></p><ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul><p><strong>Retirement Plan & Benefits</strong></p><ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul><p><strong>Finance & Reporting</strong></p><ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul>
<p>Robert Half is partnering with a national immigration law firm to source an administrative professional for their San Francisco team on a long-term contract basis. This role provides administrative and project support to a high-volume legal team handling business immigration matters. It offers the opportunity to work in a fast-paced, detail-oriented environment alongside professionals dedicated to navigating complex immigration processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Perform high-volume data entry and maintain database accuracy for case records and client information.</li><li>Create and maintain electronic and physical client files, ensuring all documentation is properly organized and up to date.</li><li>Draft, edit, print, and distribute correspondence, petitions, applications, and related case materials.</li><li>Monitor and track the status of cases, key deadlines, and expiration dates; run and update reports as needed.</li><li>Open and close records/cases, ensuring records are accurate and complete.</li><li>Schedule internal and client meetings, coordinate calendars, and arrange conference calls.</li><li>Organize, sort, and distribute incoming mail; route to appropriate team members per established procedures.</li><li>Undertake independent projects and assist with special assignments as directed.</li><li>Prepare and process invoices; track client payments and maintain billing records.</li><li>Make travel arrangements and process business expenses as needed.</li><li>Provide general clerical support, including copying, scanning, printing, and faxing.</li><li>Communicate with clients to request outstanding documentation and provide routine status updates.</li><li>Maintain knowledge of procedural and processing requirements for various non-immigrant and immigrant visa petitions/applications.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR ACCOUNTANT</strong></p><p><strong>115K-130K + BONUS, AMAZING BENEFITS (25 days PTO, 100% 401k match)</strong></p><p><br></p><p>Well established investment foundation (ranked top 15 in the US) with over 13B in AUM is seeing a strong Senior Accountant to join their expanding team. This is a newly created position due to growth. This position is responsible for managing general ledger and reporting, overseeing treasury relations with banking partners, participating in the annual financial statement audit, managing the budget process, and providing analytical support to senior staff for strategic planning. </p><p> </p><p><strong><u>Essential Duties and Responsibilities</u></strong></p><p>· Manage general ledger operations and ensure accurate financial reporting</p><p>· Prepare journal entries, reconciliations to confirm transactions are properly classified. </p><p>· Support the annual financial statement audit by preparing documentation and schedules for auditors. </p><p>· Support the annual budget preparation process in collaboration with senior staff. </p><p>· Monitor budget performance, undertake benchmarking and variance analysis, provide financial insights to support decision-making. </p><p>· Manage banking relationships and coordinate with external banking partners for foundation's treasury needs. </p><p>· Oversee the chart of accounts and general ledger and administer financial reporting to ensure accuracy and adherence to accounting standards and regulations. </p><p>· Supports the annual budget preparation process in collaboration with senior staff. </p><p>· Join cross-functional project teams, contributing to the assessment, evaluation, and improvement of existing processes and business controls.</p><p>· Make recommendations on accounting for complex transactions and determining accounting treatments for new activities.</p><p>· Participate in knowledge sharing and cross-train in the responsibilities of other Finance roles to enhance team collaboration and support.</p><p><br></p><p><strong><u>Required Skills</u></strong></p><p>· CPA license or successful completion of the Uniform CPA exam is required.</p><p>· Bachelor’s Degree with a minimum of four years of increasingly responsible accounting and/or auditing experience required. </p><p>· Proficient in accounting, including journal entries, account reconciliation, general ledger, financial statements preparation.</p><p>· Strong analytical and problem-solving skills with attention to detail and accuracy. </p><p>· Strong communication skills, both written and verbal</p><p><br></p>
<p>Are you ready to step into a role that keeps you active, on your feet, and contributing to a dynamic workplace environment? We’re looking for a <strong>Facilities Coordinator</strong> who thrives on keeping spaces functional, organized, and welcoming. This hands-on role is perfect for someone who enjoys teamwork, problem-solving, and staying on the move.</p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Event Setup & Teardown:</strong> Arrange furniture, set up audiovisual equipment, and ensure event spaces are clean, organized, and fully functional.</li><li><strong>Conference Room Maintenance:</strong> Conduct routine checks, restock supplies, and keep rooms neat for seamless team meetings.</li><li><strong>Employee Relocation Support:</strong> Assist in assembling workstations and moving office equipment or furniture.</li><li><strong>Facility Maintenance:</strong> Perform routine inspections, address maintenance requests, and help maintain cleanliness through tasks like power washing.</li><li><strong>Building Inspections & Safety:</strong> Carry out regular building inspections, reporting and coordinating repairs to ensure safety and compliance.</li><li><strong>Work Order Management:</strong> Track and prioritize work order tickets, keeping employees informed of progress for smooth operations.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Growing plaintiff firm is seeking a Civil Litigation Associate Attorney to join adynamic plaintiff-focused practice. This role is ideal for someone who thrives in a fast-paced environment, is passionate about advocating for clients, and is eager to grow their career in civil litigation. The position offers a competitive bonus structure, comprehensive benefits, and significant opportunities for career development.</p><p><br></p><p>Responsibilities:</p><p>• Manage multiple civil litigation cases simultaneously while maintaining attention to detail and meeting deadlines.</p><p>• Draft compelling legal documents, including pleadings, motions, and briefs, tailored to each case.</p><p>• Conduct thorough legal research to support case strategies and arguments.</p><p>• Prepare clients and witnesses for depositions, hearings, and trials to ensure they are well-equipped.</p><p>• Develop and execute effective case strategies that align with the facts and legal framework.</p><p>• Negotiate settlements with opposing parties to achieve favorable outcomes for clients.</p><p>• Represent clients in court proceedings, including hearings, motions, and trials.</p><p>• Collaborate with colleagues and staff to ensure efficient case management and workflow.</p><p>• Stay updated on legal precedents and changes in civil litigation practices to enhance case outcomes.</p>
