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603 results in Milpitas, CA

Fund & GP Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant & GP Accountant | San Francisco | Hybrid - 3 days onsite Join a top-tier private equity firm investing in established technology and tech-enabled companies, managing billions across diverse strategies. This is a high-visibility role with direct exposure to senior leadership, complex deals, and meaningful career growth.Based in San Francisco with a flexible hybrid schedule, the team is collaborative, fast-paced, and built for long-term development. Compensation is highly competitive with strong bonus and benefits. Responsibilities<ul><li>Manage GP allocations, carried interest, and deal-by-deal waterfalls</li><li>Track distributions, clawbacks, and capital activity</li><li>Support investor/partner reporting and tax coordination (K-1s)</li><li>Oversee management company accounting, including close, budgeting, and forecasting</li><li>Prepare financials, reconciliations, and internal reporting</li><li>Partner with auditors and support process/system improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-28T00:00:00Z

Fund Accountant & Family Office, Senior Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Accountant | Real Estate Investment & Family Office | SF Bay Area Our client is a San Francisco-based real estate investment and development firm focused on transforming underutilized assets into high-performing properties. With a strong presence in build-for-rent and industrial, they’re known for an entrepreneurial approach and strong investment results. Join a high-growth, collaborative team with direct exposure to leadership, hands-on experience, and clear advancement opportunities. Strong benefits and a strong remote setup. Key Responsibilities:<ul><li>Lead full-cycle month-end close</li><li>Oversee accounting across acquisitions, dispositions, and operations</li><li>Manage and develop a team</li><li>Support fund accounting, capital activity, and reporting</li><li>Analyze property performance and support financial planning</li><li>Partner with internal teams and external advisors (audit, tax, legal)</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-28T00:00:00Z

Fund Accounting Manager - Private Equity Firm

San Francisco, CA
onsite
Permanent / Full Time
130000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li><li>Mentor and develop junior team members</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-28T00:00:00Z

Tax Sr. - Corporate

Mountain View, CA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results. Responsibilities:• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.• Mentor and assist in training tax associates, contributing to the development of less experienced team members.• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.
2026-04-15T00:00:00Z

Accounting Clerk

Redwood City, CA
onsite
Temporary / Contract
26 - 28 USD / Hourly
We are looking for a meticulous and organized Accounting Clerk to join our team on a long-term contract basis in Redwood City, California. This fully onsite position requires a detail-oriented individual who can handle a variety of accounting tasks, including accounts payable, accounts receivable, and payroll support. The ideal candidate will bring strong bookkeeping expertise and proficiency in QuickBooks to ensure the financial health of our operations. Responsibilities: • Maintain accurate financial records for residential rental properties, including tracking rent payments and property-related expenses. • Reconcile bank accounts, tenant ledgers, and security deposit accounts to ensure financial accuracy. • Prepare monthly financial reports, including profit and loss statements and cash flow analyses. • Process vendor invoices and ensure timely payments while verifying invoice accuracy and reconciling vendor statements. • Record tenant payments, post revenue, and resolve account discrepancies to maintain accurate accounts receivable. • Monitor outstanding balances and generate monthly accounts receivable reports. • Collect and review approved timesheets to ensure accurate payroll data entry and confidentiality. • Assist with budgeting, forecasting, and preparation of tax documentation. • Utilize QuickBooks and other property management software to efficiently manage bookkeeping tasks. • Collaborate with the team to ensure compliance with financial policies and procedures.
2026-04-27T00:00:00Z

HR Generalist

Burlingame, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Well established and stable company is seeking an HR Generalist/HR Manager to oversee a combination of payroll operations and broader HR functions. This role requires a deep understanding of CA labor laws along with the ability to manage employee relations and administrative tasks efficiently. Responsibilities:• Review and process new hires, terminations, pay changes, and special payroll adjustments. • Ensure compliance with California payroll regulations, including final pay requirements. • Maintain payroll records, audits, and reporting as required. • Coordinate with finance/accounting on payroll reconciliations. Human Resources (50%) • Support onboarding and offboarding processes; prepare new hire packets and conduct orientations• Maintain employee files and HRIS data integrity. • Assist with benefits administration, including enrollments, changes, COBRA notices, and open enrollment support. • Assist with employee relations matters by documenting conversations, scheduling meetings, and supporting investigations. • Support recruitment activities such as posting jobs, screening applicants, and coordinating interviews. • Maintain compliance with federal, state, and local employment regulations (California-specific compliance required). • Assist with safety programs, leave of absence tracking (FMLA/CFRA/PDL), and workers’ compensation claims. • Support HR projects, including handbook updates, training initiatives, and HR audits. • Duties include but are not limited to the above. Education and/or Experience
2026-04-15T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 97000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS STAFF ACCOUNTANT/PROPERTY ACCOUNTANT We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success. Responsibilities:• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.• Ensure compliance with regulatory standards, internal policies, and industry best practices.• Partner with property managers to assist with financial close activities and address inquiries.• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.
2026-04-15T00:00:00Z

Sr. Accountant

Foster City, CA
onsite
Permanent / Full Time
120000 - 135000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION SENIOR ACCOUNTANT120K-135K+BONUS+EQUITY Publicly traded, global software company is seeking a strong Sr. Accountant to join their dynamic team. This is an exciting fast paced environment with growth potential. Responsibilities:<ul><li>Responsible for general ledger, intercompany entries</li><li>Preparation of month end close</li><li>Preparation of monthly consolidated financial statements</li><li>Monthly and quarterly research, track, and document GAAP compliance for revenue related items such as ASC 606</li><li>Post journal entries, review general ledger accounts, and reconcile balance sheet accounts</li><li>Support accounts payable and assisting with audits</li><li>Prepare and review monthly/ quarterly/yearly fluctuation analysis over income statement, balance sheet and cash flow</li><li>Research technical accounting issues and draft accounting position memos as necessary</li><li>Assist with M&A transactions</li></ul>
2026-04-15T00:00:00Z

Proofreader (Norwegian)

Burlingame, CA
remote
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a meticulous Proofreader to support short-term remote assignments for a services organization based in Burlingame, California. This is a Contract position offering project-based work of approximately three days per assignment, starting in early . In this role, you will review written materials in the Norwegian language to improve accuracy, readability, and consistency while following client standards and deadlines. Responsibilities:• Review multilingual documents for spelling, grammar, punctuation, and layout issues before final delivery.• Refine written content to ensure clarity, consistency, and appropriate usage for the target local language.• Compare materials against project instructions and quality expectations to preserve accuracy throughout each assignment.• Complete proofreading tasks within established turnaround times while maintaining strong attention to detail.• Share progress updates, raise questions quickly, and communicate effectively with the project team during active assignments.• Handle confidential or sensitive information responsibly and follow all data privacy expectations.
2026-04-23T00:00:00Z

Property Accountant

Foster City, CA
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION ACCOUNTANT - PROPERTY ACCOUNTANT Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.Responsibilities:-General ledger, month-end close of multiple entities/portfolios-Prepare and review complex account reconciliation and journal entries-Perform analytical review in support of the monthly close process.-Prepare monthly analysis of account variances -Prepare annual audit schedules
2026-04-15T00:00:00Z

Infrastructure Security Analyst

Oakland, CA
onsite
Temporary to Hire
55 - 63 USD / Hourly
Robert Half is seeking an Infrastructure Security Analyst to support day‑to‑day information security operations in a highly regulated environment. This Infrastructure Security Analyst role is hands‑on and operational, focused on access reviews, ticket-based security work, vulnerability management, endpoint security, and audit support.The organization has experienced prior churn in the security function, and this Infrastructure Security Analyst role will provide stability, execution, and follow‑through while partnering with a senior information security leader who is currently stretched across multiple initiatives. This is a hybrid onsite to remote role in Oakland. This Infrastructure Security Analyst role is a contract to hire opportunity. Key Responsibilities for Infrastructure Security Analyst<ul><li>Review and resolve infrastructure and security-related tickets (access requests, incident follow-ups, control changes)</li><li>Perform user and system access reviews across enterprise systems</li><li>Execute patching and support vulnerability scanning and remediation efforts</li><li>Support and administer endpoint security tools, including CrowdStrike</li><li>Assist with DLP and email security, including phishing detection, investigations, and user follow-ups</li><li>Participate in audit preparation and support (internal and external), including evidence gathering and control validation</li><li>Work closely with infrastructure, IT operations, and leadership to support security controls and improvements</li><li>Help establish consistent security processes and documentation in a maturing environment</li></ul>
2026-04-13T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-03-30T00:00:00Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards. Responsibilities:• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.• Lead annual fund audits and act as the primary liaison with external auditors.• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.
2026-03-27T00:00:00Z

Assistant Controller

Concord, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Key Responsibilities • Assist in managing monthly, quarterly, and annual close processes • Prepare and review financial statements and supporting schedules • Prepare and maintain project proformas and perform profit reconciliations • Assist in preparation of financial projections • Ensure GAAP compliance across multiple related entities • Support lender reporting and annual external audits • Oversee land development and construction job cost accounting • Monitor capitalization of project costs and related expense recognition • Develop and maintain project budgets • Perform budget-to-actual and cost-to-complete analyses • Partner with operations to ensure accurate cost tracking and forecasting • Support tracking of infrastructure costs eligible for reimbursement • Utilize ERP systems to improve consistency, accuracy, and efficiency in financial reporting • Strong preference for experience with Newstar Constellation Systems • If no Newstar experience, prior experience with another construction/homebuilding ERP is required • Advanced Excel modeling and financial analysis • Manage complex intercompany transactions and shared cost allocations • Assist in strengthening internal controls and accounting procedures • Participate in process improvement initiatives Required Qualifications • Bachelor’s degree in Accounting or Finance • 2-5 years of public accounting experience focused on audit and review engagements • Prior homebuilding or construction accounting experience (required) • Experience with land development and construction accounting, job costing, and developing project budgets (required) • Strong technical knowledge of GAAP • Possess exceptional interpersonal, written, and verbal communication skills • Advanced Excel proficiency • Ability to multitask, prioritize and manage time effectively in a deadline driven environment Preferred Qualifications • Experience with Newstar Constellation Systems • CPA (active or inactive) • Experience working in a multi-entity or intercompany environment • Exposure to Community Facilities District (CFD) cost tracking and municipal reporting processes
2026-03-26T00:00:00Z

Financial Analyst

San Francisco, CA
onsite
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for an experienced Financial Analyst to join our team in the Palo Alto area, on a contract basis. In this role, you will provide critical support to the finance director by streamlining operational financial planning and analysis (FP&A) processes and ensuring accurate reporting. This position is ideal for someone who is detail-oriented, experienced in advanced financial tasks, and comfortable collaborating across departments. Responsibilities:• Generate and manage detailed expense reports to ensure accurate tracking and analysis.• Oversee headcount reporting and forecasting processes to align with organizational goals.• Develop and maintain budgets while providing precise forecasting to support decision-making.• Assist in month-end closing activities, including identifying accruals and reconciling accounts.• Review and analyze open purchase order (PO) reports to ensure proper management.• Monitor and manage expenses, with a focus on marketing spend, ensuring cost efficiency.• Scrub, validate, and analyze financial data to maintain integrity and reliability.• Collaborate with vendors to investigate invoices and resolve discrepancies in PO closures.• Partner with non-finance business stakeholders to provide financial insights and guidance.
2026-04-27T00:00:00Z

Attorney/Lawyer

San Francisco, CA
onsite
Permanent / Full Time
115000 - 180000 USD / Yearly
Our client is seeking an Unlawful Detainer Attorney to represent landlords and property owners in eviction proceedings and landlord-tenant disputes. The ideal candidate will have strong litigation skills, knowledge of California landlord-tenant law, and experience handling cases under San Francisco’s rent control ordinances.Key Responsibilities:<ul><li>Represent landlords in unlawful detainer (eviction) proceedings from pre-litigation notices to trial.</li><li>Draft and serve notices to vacate, including 3-day notices to pay or quit, cure or quit, and termination notices.</li><li>File and litigate unlawful detainer cases, including motions, discovery, settlement negotiations, and trial.</li><li>Appear in court hearings and trials in San Francisco and surrounding Bay Area courts.</li><li>Provide legal counsel on rent control laws, tenant buyout agreements, and property management compliance.</li><li>Defend landlords against wrongful eviction, habitability claims, and fair housing complaints.</li><li>Work with property managers, real estate investors, and property owners to ensure legal compliance.</li></ul>
2026-04-02T00:00:00Z

E/L Accountant

Benicia, CA
onsite
Temporary / Contract
24.5 - 28 USD / Hourly
Our client is seeking a sharp, entry-level Accountant to join their team on a temp-to-hire basis. This is an excellent opportunity for a recent graduate with accounting or finance internship experience who is ready to take the next step in their career. You'll gain hands-on experience in a dynamic environment, working with experienced professionals and valuable accounting software. Please apply to be considered. Responsibilities:<ul><li>Assist with accounts payable and accounts receivable processing</li><li>Prepare and enter journal entries</li><li>Reconcile bank, credit card, and balance sheet accounts</li><li>Support month-end and year-end close activities</li><li>Perform data entry and maintain accounting records with accuracy and speed</li><li>Analyze financial data using intermediate Excel skills (pivot tables, VLOOKUPs, formulas)</li><li>Generate and review financial reports for accuracy and completeness</li><li>Collaborate across departments to resolve discrepancies</li><li>Assist with special projects and process improvements as needed</li></ul>
2026-04-21T00:00:00Z

Sr. Accountant

Oakland, CA
onsite
Permanent / Full Time
98000 - 106000 USD / Yearly
This is an ideal role for someone who wants breadth, ownership, and high visibility in a collaborative, mission-driven environment. You’ll support everything from banking, cash management and investments to grants, real estate and organizational finance. What You’ll DoTreasury & Cash Management<ul><li>Oversee banking relationships, cash management and liquidity planning.</li><li>Manage cash flow forecasting and monitoring across programs and entities.</li><li>Track investments and debt obligations.</li><li>Ensure accurate cash reconciliations and maintain strong internal controls.</li></ul>Accounting & Financial Operations<ul><li>Maintain general ledger, journals and financial systems.</li><li>Lead complex accounting processes and month-/year-end close.</li><li>Prepare financial statements and reports for internal leadership, funders and auditors.</li><li>Support budgeting, reporting and financial analysis across departments.</li><li>Recommend and implement process improvements and system enhancements.</li></ul>Collaboration & Advisory<ul><li>Serve as a trusted financial advisor to program teams and leadership.</li><li>Partner with external auditors, funders, and compliance agencies.</li><li>Provide guidance on accounting policies, procedures, and regulatory compliance.</li></ul>
2026-03-30T00:00:00Z

Fund Accounting Manager

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a leading venture capital firm based in Menlo Park, this organization is known for backing bold entrepreneurs across technology, healthcare, sustainability, and frontier sectors. With a strong track record of early-stage investing and a mission-driven approach, the firm combines deep industry expertise with a commitment to innovation and impact. Responsibilities <ul><li>Oversee the general ledger for both Funds and the GP, including booking quarterly expenses, accruals, intercompany balances, and investment activity, along with allocations to LPs</li><li>Produce quarterly and annual financial reporting packages</li><li>Partner with the finance leadership team to support timely and accurate audit and tax deliverables by liaising with external providers, researching accounting guidance when needed, and assisting throughout the audit/tax cycle</li><li>Track and manage cash balances across assigned funds</li><li>Calculate and process capital activity, including capital calls and distributions at both the fund and investment level</li><li>Review deliverables from fund administrators, including investor reporting, capital activity, financial statements, and ad hoc LP requests</li><li>Collaborate with Investor Relations to address and resolve limited partner inquiries</li></ul> Qualifications<ul><li>5+ years of relevant experience within public accounting and/or an investment firm environment (VC, PE, or similar preferred)</li><li>Solid understanding of partnership accounting, particularly within investment funds</li><li>Advanced proficiency in Excel</li><li>Familiarity with systems such as AltaReturn or Microsoft Dynamics NAV is a plus</li><li>Highly motivated with strong organizational and time management capabilities</li></ul> What’s Offered<ul><li>Comprehensive benefits package including 100% employer-paid medical, dental, vision, and life insurance, plus a 401(k) with profit sharing</li><li>Competitive base compensation with performance-based bonus</li><li>Complimentary meals and a well-stocked office on in-office days</li><li>Team-oriented, collaborative culture that emphasizes collective success over individual contribution</li></ul>
2026-04-18T00:00:00Z

Client Service Associate | Walnut Creek

Sunol, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. For quickest consideration, please send a message to Jennifer Fukumae on Linkedin! Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-04-18T00:00:00Z

Administrative Assistant

Sunnyvale, CA
onsite
Temporary / Contract
24.7 - 28.6 USD / Hourly
We are looking for an Administrative Assistant to support a scientist with document preparation, office coordination, and day-to-day administrative tasks in Sunnyvale, California. This is a Long-term Contract position suited for someone who can work carefully with technical material, communicate clearly, and provide dependable in-person assistance throughout the workday. The role combines traditional administrative support with hands-on help managing research documents that include mathematical notation and LaTeX formatting. Responsibilities: • Provide direct administrative support to a scientist, helping maintain an organized and efficient daily workflow. • Review research materials aloud as needed to support the scientist’s work and ongoing projects. • Edit and refine research manuscripts in LaTeX, including locating specific sections, adjusting mathematical layouts, and improving document formatting to meet page and margin requirements. • Assist with movement and navigation within the office environment when on-site support is needed. • Prepare or help complete expense documentation in partnership with the labs administrative support team. • Handle general office and clerical assignments, including document updates, coordination tasks, and other administrative requests as assigned.
2026-04-28T00:00:00Z

Attorney/Lawyer

San Jose, CA
onsite
Permanent / Full Time
225000 - 275000 USD / Yearly
We are looking for an accomplished Senior Trust & Estate Litigation Attorney to join our Trust & Estate Litigation team in San Jose, California. The ideal candidate will bring substantial expertise in trusts and estates litigation, along with a commitment to delivering exceptional counsel and representation to clients. This role offers an opportunity to work on complex cases while contributing to the growth and success of the firm's practice. Responsibilities: • Provide expert legal representation in trust and estate litigation matters, including disputes involving undue influence, fraud, and lack of capacity. • Advocate for clients in cases of financial elder abuse, ensuring their rights are protected. • Handle trust and probate litigation, addressing issues such as breach of fiduciary duty, asset mismanagement, and co-trustee conflicts. • Draft and review legal documents, including motions and briefs, with precision and attention to detail. • Manage discovery processes, ensuring thorough preparation and analysis of case materials. • Serve as a mentor and supervisor to associates, fostering their growth and ensuring high standards of legal practice. • Collaborate with colleagues to develop strategies tailored to client needs and case objectives. • Maintain a reputation for integrity and high standards within the legal community. • Build and nurture client relationships, offering strategic advice and guidance on complex trust and estate issues.
2026-04-21T00:00:00Z

Attorney/Lawyer

Menlo Park, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
We are looking for a skilled and detail-oriented Attorney/Lawyer to join our team in Menlo Park, California. This role involves managing diverse family law cases, collaborating effectively with team members, and representing clients in court proceedings. The ideal candidate will demonstrate excellent communication skills, legal expertise, and a proactive approach to handling complex assignments. Responsibilities:• Manage assignments from multiple partners, prioritizing tasks effectively to meet deadlines and ensure smooth workflow.• Represent clients independently in court by handling family law hearings and other legal proceedings.• Collaborate with legal professionals, including secretaries, paralegals, and attorneys, to achieve case objectives.• Communicate professionally and discreetly with clients, opposing counsel, experts, and consultants to advance case strategies.• Conduct thorough legal research using resources such as WestLaw, Attorney’s Briefcase, online platforms, and traditional legal libraries.• Draft high-quality motions, pleadings, letters, and memoranda tailored to the needs of each case.• Utilize legal software tools, including DissoMaster, Lawyaw, and Lawgic, to streamline case preparation and management.• Maintain proficiency in Microsoft Office Suite to create, edit, and organize legal documents efficiently.
2026-04-21T00:00:00Z

Administrative Assistant

Santa Clara, CA
onsite
Permanent / Full Time
48000 - 50000 USD / Yearly
We are looking for a detail-oriented Administrative Assistant to support billing operations in a fast-paced healthcare environment. This role is based in Santa Clara, California, and offers an excellent opportunity for individuals eager to grow their administrative and financial skills. The ideal candidate will assist with invoicing, purchase order matching, and other bookkeeping tasks while collaborating closely with the sales and management teams. Responsibilities: • Prepare and send invoices accurately and in a timely manner. • Match purchase orders to invoices to ensure proper documentation and billing. • Collaborate with the sales and management teams to support billing-related processes. • Assist with bookkeeping tasks and maintain organized financial records. • Manage customer billing inquiries and provide resolution promptly. • Use QuickBooks or similar software for billing and record-keeping purposes. • Generate billing statements and ensure all payments are recorded properly. • Participate in training to learn additional responsibilities and enhance skills. • Maintain administrative records and provide general office support as needed.
2026-04-15T00:00:00Z

Front Desk Coordinator

Oakland, CA
onsite
Temporary / Contract
22 - 25 USD / Hourly
Front Desk CoordinatorBe the first point of contact for visitors, delivering a professional and welcoming front office experience.Job Responsibilities:<ul><li>Greet guests and manage check-in/check-out processes.</li><li>Answer and direct phone calls.</li><li>Maintain reception area and schedule appointments.</li><li>Perform basic clerical tasks as needed.</li></ul>
2026-04-10T00:00:00Z

8 10