We are looking for an accomplished corporate tax leader to guide tax planning, compliance, and risk management for a complex, multi-entity organization in Turlock, California. This role is ideal for a strategic specialist who can combine technical tax expertise with sound business judgment and effective executive communication. The position will partner closely with senior leadership to support enterprise decisions, strengthen tax processes, and help the business navigate federal, state, and indirect tax matters with confidence.<br><br>Responsibilities:<br>• Direct the company’s corporate tax function across multiple entities, ensuring alignment with business objectives and regulatory obligations.<br>• Lead the preparation, review, and oversight of federal and state income tax filings, provisions, and related reporting activities.<br>• Provide strategic guidance on indirect tax matters while identifying opportunities to improve tax efficiency and reduce exposure.<br>• Advise executive stakeholders on the tax implications of business initiatives, organizational changes, and long-term planning decisions.<br>• Support transaction activity such as mergers, acquisitions, asset divestitures, and financing arrangements by assessing tax consequences and recommending practical solutions.<br>• Strengthen tax controls, reporting workflows, and compliance processes to improve accuracy, consistency, and operational effectiveness.<br>• Collaborate with finance and cross-functional teams on tax-related system enhancements, process automation efforts, and implementation activities when applicable.<br>• Monitor legislative and regulatory developments and translate changes into actionable guidance for the organization.
<p><strong><u>100% ONSITE </u></strong><u>in Mountain View, CA</u></p><p><br></p><p>We are looking for an experienced HR Director to lead and strengthen the people function for a growing technology organization in Mountain View, California. This Long-term Contract position calls for a hands-on leader who can balance strategic planning with day-to-day execution across core human resources operations. The person in this role will work closely with senior leadership to build scalable people practices, support a multi-state workforce, and foster a compliant, high-performing employee environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct the full scope of human resources activities across the employee journey, including onboarding, employee support, benefits coordination, leave administration, compliance, and payroll oversight for a multi-state workforce.</p><p>• Collaborate with executives and department leaders to shape HR strategies that support business priorities, organizational growth, and operational effectiveness.</p><p>• Support corporate operations while partnering with HR leadership responsible for contracted workforce groups across multiple regions.</p><p>• Design and refine HR policies, programs, and internal processes that can scale effectively in a fast-moving, high-growth business environment.</p><p>• Advise managers and employees on workplace matters such as performance concerns, employee relations issues, investigations, and conflict resolution.</p><p>• Maintain adherence to applicable employment laws and regulations at the federal, state, provincial, and local levels, with particular attention to California labor requirements.</p><p>• Coordinate payroll-related activities with internal teams and external service providers to help ensure accuracy, timeliness, and proper documentation.</p><p>• Improve HR operational workflows by enhancing processes tied to employee records, onboarding, offboarding, and HR system usage and reporting.</p><p>• Lead initiatives that strengthen employee engagement, retention, organizational effectiveness, and company culture.</p><p>• Partner across functions, including operations, engineering, and leadership teams, to support workforce planning, talent strategy, and organizational design decisions.</p>
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p>Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives.</p><p><br></p><p>This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight </p><p><br></p><p>Responsibilities:</p><p>• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.</p><p>• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.</p><p>• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.</p><p>• Translate complex financial data into actionable insights that align with organizational goals.</p><p>• Develop and maintain internal control frameworks in coordination with corporate finance standards.</p><p>• Manage working capital effectively, including oversight of credit and collections performance.</p><p>• Identify and implement strategies to mitigate financial risks across the regional portfolio.</p><p>• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.</p><p>• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.</p><p>• Support corporate leadership with financial insights that guide strategic planning and execution.</p>
<p>Robert Half is seeking a Manager, ATI within our Application Technology & Innovation (ATI) organization to lead program and project managers delivering global HR & Financial Solutions (HRFS).</p><p><br></p><p>This role requires a highly driven, emotionally intelligent self-starter who thrives in fast-paced, high-growth environments. You will lead a team of program/project managers, drive delivery excellence, partner across the enterprise, and champion process improvements. Success in this role requires strong attention to detail, the ability to manage multiple priorities, and a passion for mentoring and developing talent.</p><p><br></p><p>This position reports to the Director of HRFS Delivery Management and sits within HR & Financial Solutions. It is remote or hybrid, with travel to San Ramon, CA up to twice per year.</p><p><br></p><p>Robert Half is a $6.1B global company, with ATI comprising 500+ professionals delivering innovative technology solutions.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><br></p><p><strong>Leadership & Team Management</strong></p><ul><li>Lead a team of program/project managers responsible for delivery</li><li>Foster a high-performing, engaged team culture aligned to strategy</li><li>Provide coaching, communication, and support across teams</li><li>Encourage innovation and empower decision-making</li></ul><p><strong>Strategy & Alignment</strong></p><ul><li>Drive alignment on priorities, objectives, and roadmap delivery</li><li>Partner with business and technical leaders to plan capabilities</li><li>Lead problem-solving to balance delivery, resources, and priorities</li><li>Communicate outcomes and translate insights into action</li></ul><p><strong>Delivery & Operations</strong></p><ul><li>Oversee standardized project management processes</li><li>Ensure best practices across planning, governance, Agile, and quality</li><li>Drive continuous improvement in delivery methodologies</li></ul><p><strong>Collaboration & Stakeholder Engagement</strong></p><ul><li>Partner across IT, product, and business teams</li><li>Strengthen cross-functional collaboration and efficiency</li><li>Build strong relationships to ensure successful outcomes</li></ul><p><strong>Problem Solving & Decision Making</strong></p><ul><li>Lead through complex, ambiguous challenges</li><li>Apply sound judgment across competing priorities</li><li>Maintain delivery quality while meeting business goals</li></ul><p><strong>Budget Management</strong></p><ul><li>Track budgets across programs, ensuring accuracy and transparency</li><li>Partner with PMs on financial planning and forecasting</li><li>Identify variances and drive corrective action</li><li>Provide regular financial reporting on risks and performance</li></ul><p><br></p>
<p>We are looking for a Technology Asset Manager to help oversee the full lifecycle of enterprise technology assets in San Ramon, California. This Technology Asset Manager Long-term Contract position supports asset visibility, inventory accuracy, and efficient equipment movement by leveraging ServiceNow and strong operational coordination. The Technology Asset Manager role combines system-based asset administration with hands-on warehouse and office support to ensure devices are received, tracked, distributed, recovered, and retired in a timely and compliant manner.</p><p><br></p><p>Responsibilities:</p><p>• Manage technology assets throughout their lifecycle, keeping records current from purchasing and deployment through repair, return, and final disposition.</p><p>• Administer and refine ServiceNow Asset Management activities by updating asset data, supporting automated workflows, and reconciling inventory information.</p><p>• Receive incoming hardware shipments, document items through barcode-based tracking, and ensure all related system entries are completed accurately.</p><p>• Organize the distribution and shipment of laptops, desktops, mobile devices, and accessories to internal teams and end users.</p><p>• Support inventory replenishment by preparing purchase orders, monitoring stock availability, and helping maintain appropriate on-hand levels.</p><p>• Handle returned equipment from office and field locations, assess reusable devices, and return eligible items to active inventory.</p><p>• Perform cycle counts, audits, and variance reviews to strengthen inventory accuracy and resolve discrepancies promptly.</p><p>• Work through asset-related tickets and shared queues with complete documentation, clear status updates, and responsive customer communication.</p><p>• Coordinate responsible e-waste handling and disposal in alignment with company standards and environmental practices.</p><p>• Produce reporting on inventory status, audit results, and asset lifecycle performance to support operational decision-making.</p>
<p>We are looking for an organized and service-focused Assistant Property Manager to support daily office and property administration activities in Livermore, CA. This contract opportunity with potential for a permanent role is ideal for someone who enjoys balancing front-office coordination with resident, vendor, and visitor support in a detail-oriented property management environment. The role requires strong communication skills, sound judgment, and the ability to keep office operations running smoothly while assisting with a range of administrative tasks.</p><p><br></p><p>Assistant Property Manager Responsibilities:</p><p>• Oversee front office activities to maintain an efficient, welcoming, and well-organized administrative environment.</p><p>• Direct incoming digital and physical correspondence to the appropriate recipients and assist with outbound shipping and mailing needs.</p><p>• Accept and organize deliveries for office materials and equipment, ensuring items are received and distributed properly.</p><p>• Serve as a primary point of contact for visitors, vendors, and callers by answering questions and connecting them with the appropriate housing or organizational resources.</p><p>• Monitor entry access using the building communication system and admit only approved employees and screened guests.</p><p>• Coordinate support for shared office needs, including meal orders and replenishment of refreshments and common-area supplies.</p><p>• Provide administrative assistance for meetings, community activities, and special projects as requested by management.</p><p>• Handle additional operational and clerical duties that contribute to effective property and office support.</p><p><br></p><p>If you are interested in this Assistant Property Manager role, please submit your resume today!</p>
<p>Lisa Cole with Robert Half is partnering with a well-established manufacturing organization is seeking an experienced <strong>Accounting Manager</strong> to support financial operations. This individual will play a key role in driving an accurate and timely close process, maintaining a disciplined general ledger, and ensuring strong financial controls across the organization.</p><p>This is a highly visible role partnering closely with leadership and cross-functional teams to support operational and financial decision-making. For more information on this position please call Lisa Cole at 916-649-0832. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and execute the monthly close process, including journal entries, accruals, and reconciliations</li><li>Ensure timely and accurate financial reporting in alignment with corporate deadlines</li><li>Prepare and maintain detailed balance sheet reconciliations with full supporting documentation</li><li>Analyze variances versus budget and prior periods</li><li>Oversee corporate credit card program, including reconciliations and policy compliance</li><li>Track capital projects and ensure proper capitalization in accordance with GAAP</li><li>Maintain fixed asset subledger and depreciation schedules</li><li>Reconcile capital spend to approved budgets and support capital planning initiatives</li><li>Ensure adherence to corporate accounting policies and regulatory requirements</li><li>Prepare and file recurring reports (sales & use tax, property tax, and other filings)</li><li>Maintain strong internal controls and supporting documentation</li><li>Support internal and external audit processes, including testing and documentation</li><li>Support ERP systems (SAP experience highly preferred) to ensure data integrity</li><li>Identify and implement process improvements to enhance efficiency and strengthen controls</li><li>Partner with operations, finance, and accounting teams to ensure accurate financial reporting</li><li>Provide support across AR/AP processes as needed</li><li>Monitor receivables and assist in resolving issues impacting cash flow and collections</li><li>Collaborate on operational or customer-related issues impacting financial results</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PAYROLL MANAGER </strong></p><p>We are looking for an experienced and driven Payroll Manager to lead and enhance the payroll operations for a well-established healthcare organization. This role requires an individual with a strong background in payroll systems, compliance, and team leadership, who can embrace technological advancements and process improvements. The successful candidate will play a pivotal role in ensuring accurate and timely payroll processing while maintaining compliance with all applicable laws and regulations.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and mentor a team of 5 payroll specialists to ensure efficient and accurate payroll operations.</p><p>• Oversee payroll processing for the organization, ensuring compliance with federal, state, and local tax laws and labor regulations.</p><p>• Collaborate closely with HR and Finance departments to align compensation policies, benefits deductions, and reporting practices.</p><p>• Review, audit, and approve payroll reports and reconciliations for accuracy and completeness.</p><p>• Maintain and optimize payroll systems, recommending and implementing software upgrades as needed.</p><p>• Address and resolve employee payroll inquiries, discrepancies, and concerns in a timely manner.</p><p>• Ensure timely submission of payroll-related filings and reports to regulatory agencies.</p><p>• Develop and implement payroll policies and procedures to improve efficiency and ensure compliance.</p><p>• Stay updated on changes in payroll regulations and best practices to keep the organization compliant.</p>
<p>Our client is seeking an ONSITE Cost Accounting Manager in Fremont. The Cost Accounting Manager is responsible for managing cost of goods sold and inventory accounting, developing, and maintaining standard costs, and analyzing manufacturing variances, as well as overseeing the manufacturing and inventory modules in the company. The position will support cost accounting month end close, reconcile inventory, prepare journal entries and have the opportunity to work closely with manufacturing, supply chain, R& D, and quality organizations.</p><p> </p><p>If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half.</p>
<p><strong>Overview</strong></p><p>A nonprofit organization is seeking a Grants Manager to lead and manage all aspects of the grant lifecycle. This role requires strong experience in securing funding, managing compliance, and overseeing reporting processes. The ideal candidate brings a strategic approach to grant development and can operate independently.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead grant strategy, including identifying and prioritizing funding opportunities</li><li>Write, prepare, and submit complex grant proposals for public and private funding sources</li><li>Manage the full grant lifecycle from application through award and closeout</li><li>Oversee compliance, reporting requirements, and audit readiness</li><li>Develop and maintain relationships with funders and partners</li><li>Collaborate with leadership and program teams to align funding with organizational goals</li><li>Track grant performance, budgets, and deliverables</li><li>Implement and improve grant management systems and processes</li></ul><p><br></p>
<p>We are looking for a dedicated Health & Safety Manager to lead and enhance our Environmental Health & Safety initiatives in Milpitas, California. This role requires a proactive leader who is committed to ensuring regulatory compliance and implementing effective safety policies and procedures across all facilities. The ideal candidate will bring their expertise in manufacturing operations and safety management to drive organizational success.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the implementation of Environmental Health & Safety programs, ensuring adherence to federal, state, and local regulations.</p><p>• Develop and refine organizational policies and procedures to foster a safe and efficient work environment.</p><p>• Conduct regular audits and inspections to assess compliance with Occupational Safety and Health Administration (OSHA) standards.</p><p>• Lead initiatives to enhance safety culture and minimize risks across manufacturing operations.</p><p>• Collaborate with cross-functional teams to ensure environmental and safety goals align with overall business objectives.</p><p>• Manage and mentor staff to promote growth and operational excellence.</p><p>• Analyze operational processes and recommend improvements for efficiency and compliance.</p><p>• Stay updated on industry trends and regulatory changes to maintain best practices.</p><p>• Prepare detailed reports and documentation related to safety programs and compliance efforts.</p><p>• Respond to incidents promptly and implement corrective actions to prevent future occurrences</p>
<p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
<p>We are seeking an experienced <strong>Project Manager</strong> with a strong background in the <strong>HVAC and plumbing industry</strong> to oversee projects from kickoff through completion. This role is responsible for managing schedules, budgets, subcontractors, materials, and client communication to ensure projects are delivered on time, within scope, and within budget. Experience with <strong>ServiceTitan</strong> is preferred but not required.</p><p><br></p><p>Responsibilities:</p><p>• Direct project execution from kickoff to closeout for plumbing and related construction work.</p><p>• Partner with internal departments, field personnel, subcontractors, suppliers, and clients to keep work progressing efficiently.</p><p>• Build and maintain schedules, cost plans, and milestone tracking to support on-time delivery.</p><p>• Identify project risks early and take corrective action to address delays, budget concerns, or scope changes.</p><p>• Evaluate drawings, specifications, contracts, and change documentation to support accurate project delivery.</p><p>• Monitor compliance with applicable safety practices, company standards, and local building requirements.</p><p>• Coordinate labor, materials, and equipment needs to support field operations across active jobs.</p><p>• Provide routine status updates, financial visibility, and project reporting to leadership and customers.</p><p>• Support permitting, inspections, invoicing, forecasting, and project closeout documentation.</p>
We are looking for a Corporate Tax Manager to lead tax planning, compliance, and reporting activities for a multi-entity agricultural organization in Turlock, California. This role is suited for a detail-oriented tax specialist who can navigate federal and state income tax matters as well as indirect tax obligations while supporting accurate, timely filings. The position works closely with internal finance teams and external advisors to strengthen tax processes, maintain compliance, and provide practical guidance on entity-level tax matters.<br><br>Responsibilities:<br>• Oversee preparation and review of corporate tax returns, income tax provisions, and related filings across multiple legal entities.<br>• Manage federal, state, and indirect tax compliance activities, ensuring deadlines are met and documentation is complete and accurate.<br>• Partner with outside tax advisors and audit teams to support filings, examinations, and technical tax matters.<br>• Analyze tax positions, research regulatory changes, and recommend actions that align with business operations and reporting requirements.<br>• Support entity formation and structural changes by evaluating tax implications and coordinating required registrations and filings.<br>• Improve tax workflows through effective use of tax software and process automation tools, including CCH applications where applicable.<br>• Maintain organized tax records, reconciliations, and supporting schedules to strengthen reporting accuracy and audit readiness.<br>• Collaborate with accounting and finance teams to gather data, resolve issues, and provide tax guidance relevant to agricultural and related business activities.
<p>Our client is seeking an ONSITE Cost Accounting Manager in Fremont. The Cost Accounting Manager is responsible for managing cost of goods sold and inventory accounting, developing, and maintaining standard costs, and analyzing manufacturing variances, as well as overseeing the manufacturing and inventory modules in the company. The position will support cost accounting month end close, reconcile inventory, prepare journal entries and have the opportunity to work closely with manufacturing, supply chain, R& D, and quality organizations.</p><p> </p><p>If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half</p>
<p>We are looking for an experienced Asset Manager to support the performance and compliance of a non-profit housing portfolio in Tracy, California. This Long-term Contract opportunity is ideal for a property management specialist who can balance occupancy goals, regulatory adherence, resident service, and site presentation. The role requires strong oversight of leasing activity, inspections, records management, and policy execution to help ensure each property operates effectively and in alignment with housing standards.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily property management activities across assigned sites to promote efficient operations, strong resident support, and consistent performance.</p><p>• Apply housing regulations and program requirements to admissions, occupancy, and ongoing property administration while helping maintain organizational compliance.</p><p>• Administer occupancy policies and operating procedures, identify areas for improvement, recommend updates, and support staff training on approved changes.</p><p>• Strengthen leasing results by contributing to outreach and marketing efforts designed to expand the applicant pool and attract prospective residents.</p><p>• Uphold fair housing standards, review resident or applicant requests for informal review, and ensure each matter is handled according to established procedures.</p><p>• Monitor property appearance by touring communities regularly, confirming curb appeal standards are met, and addressing lease compliance concerns when observed.</p><p>• Maintain organized property records and tenant files so documentation remains accurate, accessible, and audit-ready.</p><p>• Track incidents and insurance-related matters in accordance with risk management expectations and required reporting practices.</p><p>• Drive key portfolio targets, including high occupancy levels, timely unit turnover, strong rent collection performance, and completion of annual physical and housekeeping inspections.</p><p>• Evaluate maintenance-related vendor needs and provide informed recommendations for service contract arrangements.</p>
We are looking for an experienced Payroll Manager to oversee and streamline payroll operations for a multi-state organization based in Sunnyvale, California. This role requires a strategic leader who can ensure accurate payroll processing, compliance with regulations, and effective management of benefits and leave of absence programs. If you have a proven track record in payroll management and are passionate about driving operational excellence, we encourage you to apply.<br><br>Responsibilities:<br>• Manage and process full-cycle payroll for over 500 employees across multiple states and Canada.<br>• Utilize ADP Workforce Now to ensure timely and accurate bi-monthly payroll processing.<br>• Oversee compliance with federal, state, and local payroll regulations, including multi-state payroll laws.<br>• Administer leave of absence payments and ensure proper tracking and reconciliation.<br>• Handle benefits payroll operations, including 401(k) contributions and benefits reconciliations.<br>• Collaborate with HR and finance teams to address payroll-related inquiries and resolve discrepancies.<br>• Lead efforts to improve payroll systems and processes, ensuring efficiency and accuracy.<br>• Monitor and implement changes in payroll regulations to maintain compliance.<br>• Prepare detailed payroll reports and analyses for management review.<br>• Provide guidance and training to payroll staff to enhance team performance.
<p>Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.</p><p>📍 Walnut Creek, CA (Hybrid – 2 days onsite)</p><p>💰 $175,000 – $220,000 base salary DOE</p><p>⏰ Family Fridays – the firm closes at 1PM every Friday</p><p>An established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.</p><p>The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.</p><p><strong>What This Role Looks Like</strong></p><p>This position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.</p><p>You will:</p><ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul><p><strong>Responsibilities</strong></p><p>As the Financial Planning Manager, you will:</p><ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul><p><br></p>
<p>We are looking for an experienced Human Resources (HR) Manager to lead our HR clients' operations in San Jose, California. This role requires a strategic thinker who can design and implement initiatives that foster employee engagement, ensure compliance with labor laws, and support career development. The ideal candidate will bring a strong background in HR management, a passion for organizational growth, and a collaborative approach to partnering with leadership.</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute HR strategies that align with organizational goals and promote employee satisfaction.</p><p>• Oversee payroll operations and ensure accurate reporting and compliance with federal and state regulations.</p><p>• Manage benefits programs, including equitable compensation, competitive benefits packages, and related analyses.</p><p>• Collaborate with leadership to support employee career development and initiatives focused on attention to detail and growth.</p><p>• Update, communicate, and enforce HR policies and procedures to maintain a consistent and compliant workplace.</p><p>• Provide guidance on employee relations, fostering a positive and inclusive work environment.</p><p>• Ensure compliance with federal and state employment laws and regulations.</p><p>• Utilize HRIS systems to streamline processes and improve data management.</p><p>• Support onboarding efforts to ensure a seamless integration of new employees into the organization.</p><p>• Monitor and analyze HR metrics to identify trends and recommend improvements</p>
We are looking for an experienced Human Resources Manager to lead core HR operations for a manufacturing organization with multiple locations in Sunnyvale, California. This role will serve as a key partner in strengthening employee relations, guiding policy development, and ensuring compliance with labor regulations and company standards. The ideal candidate brings a strategic and hands-on approach to compensation, benefits, and workforce programs while supporting a positive and consistent employee experience across sites.<br><br>Responsibilities:<br>• Lead day-to-day human resources support for a multi-site manufacturing environment, ensuring consistent practices across locations.<br>• Develop, update, and enforce HR policies and procedures that align with organizational goals and legal requirements.<br>• Provide guidance on employee relations matters, including performance concerns, workplace issues, and corrective action.<br>• Oversee compensation benchmarking and pay analysis to support competitive and equitable compensation practices.<br>• Manage benefits and leave programs, including administration, employee support, and vendor coordination.<br>• Ensure compliance with federal, state, and local employment laws, labor regulations, and internal HR standards.<br>• Administer workers’ compensation cases and coordinate follow-up processes to support timely resolution and employee care.<br>• Partner with leadership on onboarding, performance review processes, and broader HR strategy initiatives.<br>• Maintain accurate HR records and support effective use of HR information systems for reporting and administration.
We are looking for a Field Marketing Event Manager to oversee the planning and delivery of in-person marketing programs that support account-based and industry-focused initiatives in California. This Long-term Contract position is ideal for a highly organized marketing specialist who can coordinate multiple moving parts, create strong attendee experiences, and partner effectively with internal teams and external vendors. The role requires strong execution skills, sound judgment, and a focus on driving measurable business outcomes through well-run events.<br><br>Responsibilities:<br>• Direct the full event lifecycle, including venue selection, supplier coordination, catering arrangements, audiovisual setup, branded materials, and promotional items.<br>• Maintain the event schedule and manage registration tools, attendee outreach, and check-in workflows to support a smooth participant experience.<br>• Lead event-day operations by organizing staffing plans, coordinating timelines, and ensuring each program runs according to plan.<br>• Monitor spending throughout the event process, handle purchase order activities, reconcile vendor costs, and keep programs aligned with approved budgets.<br>• Record event-generated leads in the appropriate system within established timelines and prepare post-event summaries that highlight performance and follow-up needs.<br>• Measure and report on key event outcomes such as delivery against schedule, budget adherence, attendee feedback, conversion from registration to attendance, lead volume, and pipeline contribution.<br>• Work closely with account-based and vertical marketing teams to align event execution with campaign goals and brand expectations.
<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>Accounting Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures </li><li>Manage quarterly closes, reconciliations, capital calls, and distributions </li><li>Assist with annual financial statements and audit coordination </li><li>Partner with internal teams and external fund administrators on reporting and operations </li><li>Support accounting and tax-related workstreams across the platform </li><li>Contribute to technical accounting analysis and process improvement initiatives </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 Compliance Manager to lead regulatory oversight and support responsible business operations in Sunnyvale, California. This role focuses on export control compliance, documentation accuracy, and alignment with applicable safety and regulatory standards. The ideal candidate will bring strong knowledge of technical data controls, licensing processes, and policy implementation in a regulated environment.<br><br>Responsibilities:<br>• Oversee day-to-day compliance activities related to export controls, regulated documentation, and applicable operational standards.<br>• Prepare, review, and maintain records to support accurate handling of export and import documentation requirements.<br>• Manage submissions for license applications and track approvals to help ensure timely regulatory authorization.<br>• Interpret and apply relevant organizational, domestic, and international compliance requirements affecting technical data and controlled information.<br>• Partner with internal stakeholders to strengthen policies, procedures, and controls that support legal and regulatory adherence.<br>• Monitor compliance risks, investigate potential issues, and recommend corrective actions to maintain program effectiveness.<br>• Support audits, assessments, and reporting activities by organizing documentation and responding to compliance-related inquiries.