<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Wealth Management Firm | Walnut Creek | 1 Day Onsite</strong></p><p><br></p><p>Join a growing fee-only wealth management firm expanding its Tax practice. This is a unique opportunity to work closely with high-net-worth clients and financial advisors, helping deliver integrated tax planning strategies while playing a key role in building a growing specialty team.</p><p><strong> </strong></p><p>This newly created role offers strong visibility, meaningful client interaction, and the opportunity to help shape a growing tax practice. The firm provides a collaborative, planning-focused environment along with outstanding benefits, including fully paid medical, dental, and vision coverage, generous PTO, and a strong 401(k) match.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review federal and state tax returns for high-net-worth individuals, trusts, partnerships, and S corporations</li><li>Identify tax planning opportunities and resolve complex tax issues</li><li>Partner with financial advisors to develop integrated tax strategies</li><li>Respond to client and advisor tax questions throughout the year</li><li>Improve tax processes and mentor junior team members</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>HR Compliance Manager</strong></p><p>We are looking for an experienced HR Compliance Manager for a fast growing global company. This role connects HR, legal, payroll, and operational teams to strengthen employee data governance, maintain regulatory readiness, and support a positive workplace experience. The ideal candidate will bring deep knowledge of employment compliance, benefits administration, and audit preparation while building reliable processes that scale with the organization.</p><p><br></p><p>Responsibilities:</p><p>• Direct the company’s employment eligibility verification program, including reverification activities, record retention, and periodic internal reviews.</p><p>• Coordinate with cross-functional partners to prepare People-related controls, documentation, and reporting for external compliance audits.</p><p>• Develop and maintain a yearly compliance schedule covering required training, policy refreshes, and employee handbook updates.</p><p>• Conduct position classification assessments and exempt status reviews in collaboration with legal and payroll stakeholders.</p><p>• Track changes in federal and state employment laws and translate them into updated policies, onboarding content, and operational practices.</p><p>• Oversee policy publication, handbook review cycles, acknowledgment collection, and related documentation management.</p><p>• Prepare required benefits and employment compliance filings, respond to audit requests, and compile supporting records for internal and external reviews.</p><p>• Partner with payroll, brokers, facilities, and people operations teams to support wage and hour compliance, benefits reporting accuracy, workplace compliance standards, and data integrity improvements.</p>
<p>We are looking for an experienced Accounting Manager to support financial operations for a leading tech manufacturing environment in San Jose, California. This role will lead cost-focused reporting, strengthen accounting processes tied to procure-to-pay activity, and provide clear analysis that helps guide business decisions. The ideal candidate brings a strong background in standard costing, general ledger accounting, and hands-on experience working with NetSuite.</p><p><br></p><p>Responsibilities:</p><p>• Lead cost accounting activities for manufacturing operations, ensuring accurate valuation of inventory, production costs, and margin reporting.</p><p>• Oversee standard cost development and maintenance, including updates based on material, labor, and overhead changes.</p><p>• Prepare and analyze cost reports, identifying trends, variances, and opportunities to improve financial performance.</p><p>• Partner with procurement and accounts payable teams to support procure-to-pay processes and maintain strong financial controls.</p><p>• Manage general ledger entries and reconciliations related to inventory, cost of sales, and manufacturing transactions.</p><p>• Deliver timely month-end and period-end reporting with a focus on cost accuracy and operational insight.</p><p>• Use NetSuite to monitor transactions, maintain accounting data integrity, and support reporting requirements.</p><p>• Collaborate with cross-functional stakeholders to improve cost visibility and strengthen accounting procedures across the business</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><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> </p><p>Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> </p><p>This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans. </li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals. </li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance. </li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up. </li><li>Respond to tax-related questions from clients and advisory teams throughout the year. </li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards. </li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p>
<p>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>Finance 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>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p>Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation</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 excellent opportunity to work with complex private equity fund structures while partnering with a lean, highly technical finance team. The position provides exposure to both fund accounting and tax, along with meaningful visibility across the organization, technically challenging work, outstanding compensation and benefits, and strong long-term career growth within a leading investment platform.</p><p> </p><p>Responsibilities</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>
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.
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.
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>We are looking for a Field Marketing Event Manager to coordinate high-impact events that elevate brand presence and support pipeline growth for account-based and industry-focused marketing programs. This remote, Long-term Contract opportunity is ideal for a marketing specialist who enjoys balancing strategy, logistics, and on-site execution in a fast-moving environment. The person in this role will partner across teams to deliver seamless event experiences, maintain operational excellence, and measure performance against business goals.</p><p><br></p><p>Responsibilities:</p><p>• Lead the full event lifecycle, including researching venues, negotiating supplier agreements, arranging catering and audiovisual needs, and organizing branded materials for each program.</p><p>• Maintain an organized schedule of upcoming events while managing registration tools, attendee outreach, and check-in planning to create a smooth participant experience.</p><p>• Direct day-of-event operations by coordinating staffing plans, managing timelines, and resolving logistics issues to ensure successful execution on site.</p><p>• Monitor event spending by handling purchase order activity, reviewing vendor invoices, and keeping programs aligned with approved budgets.</p><p>• Record and organize event-generated leads after each program and prepare post-event summaries that highlight outcomes, learnings, and follow-up actions.</p><p>• Measure event effectiveness through key performance indicators such as delivery against timeline and budget, attendee feedback, conversion from registration to attendance, lead volume, and pipeline contribution.</p><p>• Work closely with account-based and vertical marketing stakeholders to align event plans with campaign goals and target audience priorities.</p>
<p>We are looking for a detail-oriented Billing Specialist to oversee accurate and timely invoicing for our operations in San Jose, California. This role serves as a key checkpoint before invoices reach customers, requiring careful review of service documentation, pricing, and completed work details. The ideal candidate is highly organized, thinks critically, and takes initiative to resolve discrepancies while keeping daily billing activities on schedule.</p><p><br></p><p>Responsibilities:</p><p>• Manage the day-to-day invoicing workflow for completed service work and ensure billing activities are finalized on time.</p><p>• Examine work orders, service records, and technician documentation to confirm charges are complete, accurate, and ready for customer delivery.</p><p>• Prepare and send customer invoices promptly while maintaining established billing standards and internal procedures.</p><p>• Validate rates, quantities, equipment details, and service information to identify and correct inconsistencies before invoices are issued.</p><p>• Investigate billing questions or discrepancies and follow through to resolution with a strong sense of ownership.</p><p>• Monitor multiple billing priorities at once and maintain accuracy while meeting daily productivity expectations.</p><p>• Apply sound judgment to recognize unusual entries or missing information and escalate concerns when needed</p>
<p><strong>About the Role</strong></p><p>We are seeking a detail-oriented <strong>Master Data Management (MDM) Analyst</strong> to support data integrity, reporting, pricing management, and supply chain operations for a leading healthcare organization in Palo Alto, California. This <strong>hybrid</strong> contract role is responsible for maintaining accurate master data, supporting ERP systems, managing pricing and vendor information, and delivering reporting and analytics that drive informed business decisions.</p><p><br></p><p>Working closely with Supply Chain, IT, Purchasing, Accounts Payable, and external vendors, this position plays a key role in supporting inventory management, supply chain automation, vendor management, recall processes, and cost-reduction initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for master data management activities, issue resolution, and data-related inquiries.</li><li>Create, update, maintain, and audit master data in accordance with established business rules and governance standards.</li><li>Ensure all master data requests are properly reviewed, approved, and documented.</li><li>Analyze, cleanse, and validate data to improve data quality and system accuracy.</li><li>Generate scheduled and ad hoc reports to support operational and strategic decision-making.</li><li>Collaborate with IT teams to resolve system issues, implement enhancements, and improve reporting functionality.</li><li>Maintain pricing files and pricing agreements to ensure alignment with contract terms.</li><li>Conduct pricing analysis and benchmarking to identify savings opportunities.</li><li>Support vendor management, recall management, inventory processes, and non-labor expense reduction initiatives.</li><li>Monitor key performance indicators (KPIs) and recommend process improvements that strengthen data governance and operational efficiency.</li><li>Educate end users on master data processes, standards, and best practices.</li></ul><p><br></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>Robert Half is partnering with a large company that is looking for an HR Business Partner to support a manufacturing plant in Merced, CA. The <strong>Human Resources Business Partner (HRBP)</strong> serve as a trusted advisor to leaders and employees across multiple locations. This role is responsible for delivering strategic and hands-on HR support in employee relations, performance management, workforce planning, talent development, onboarding, compliance, and employee engagement. The ideal candidate is a proactive HR professional who thrives in a fast-paced environment, enjoys partnering with operational leaders, and is passionate about creating a positive employee experience while supporting business objectives. </p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as the primary HR contact for employees and managers regarding HR policies, procedures, and employment-related matters.</li><li>Partner with leaders to provide coaching and guidance on performance management, employee development, team effectiveness, and organizational change.</li><li>Address employee relations concerns and conduct thorough workplace investigations.</li><li>Advise managers on disciplinary actions, performance improvement plans, and terminations while ensuring compliance with employment laws and company policies.</li><li>Promote consistent, fair, and compliant application of HR practices across the organization.</li><li>Partner with leadership to identify workforce needs and support staffing strategies.</li><li>Collaborate with recruiting teams to attract and hire top talent.</li><li>Manage and facilitate the onboarding experience for new employees to ensure a successful transition into the organization.</li><li>Support workforce planning, succession planning, and employee development initiatives.</li><li>Champion employee engagement and organizational culture initiatives.</li><li>Facilitate employee surveys, focus groups, and feedback sessions.</li><li>Analyze engagement results and partner with leaders to develop actionable improvement plans.</li><li>Support change management efforts and organizational growth initiatives.</li><li>Implement and support HR programs related to talent management, compensation, benefits, communications, and employee development.</li><li>Monitor HR metrics, identify trends, and recommend solutions to improve retention, engagement, and workforce effectiveness.</li><li>Maintain accurate employee records and ensure integrity of HR systems.</li></ul><p><br></p><p><br></p><p><br></p>
<p>A respected law firm is seeking a Case Assistant to provide administrative and operational support to attorneys and paralegals across various practice areas. This role is ideal for someone looking to build a long-term career in the legal industry while gaining exposure to litigation, transactional matters, document management, legal research, and case support functions.</p><p><br></p><p>The ideal candidate will be highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced legal environment. This position offers the opportunity to work closely with legal professionals while supporting critical client matters from inception through resolution.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Assist attorneys and paralegals with day-to-day case and matter management.</li><li>Maintain, organize, and update electronic and physical case files.</li><li>Prepare and organize documents for attorney review, production, and distribution.</li><li>Compile exhibits, supporting documentation, and case materials for filings and legal proceedings.</li><li>Conduct research utilizing public records databases and government websites.</li><li>Obtain records, permits, filings, and other information from public agencies, municipalities, and regulatory entities.</li><li>Assist in preparing correspondence, spreadsheets, reports, presentations, binders, and legal documents.</li><li>Create and maintain case tracking systems and databases.</li><li>Enter, update, and verify information within document management and case management systems.</li><li>Assemble closing binders, transaction books, and final matter documentation.</li><li>Coordinate copying, scanning, filing, and document organization projects.</li><li>Support document production and records management efforts.</li><li>Assist with court filings, service of process, and legal mailings.</li><li>Prepare materials for meetings, hearings, depositions, and client presentations.</li><li>Coordinate requests from attorneys, paralegals, accounting, and other internal departments.</li><li>Monitor deadlines and assist with administrative aspects of case workflow.</li><li>Maintain confidentiality of client and firm information.</li><li>Provide general administrative support as needed.</li></ul><p><br></p>
<p>Robert Half Management Resources is looking for an experienced payroll leader to oversee large-scale payroll operations for one of our clients on an interim basis. This long-term contract position is suited for a strategic, detail-oriented individual who can guide a sizable team, strengthen payroll accuracy, and improve performance in a complex, high-volume environment. The role requires close partnership with leadership, HR, Finance, and systems stakeholders to ensure compliant, efficient payroll delivery across a broad employee population.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Lead and develop a multi-level payroll organization, setting clear expectations around service quality, accuracy, and accountability.</p><p>• Direct the full payroll cycle for a large U.S. employee population, ensuring timely processing and dependable execution at enterprise scale.</p><p>• Maximize the effectiveness of payroll platforms, including Workday Payroll, to improve reporting, workflow efficiency, and operational consistency.</p><p>• Maintain compliance with federal, state, and local payroll regulations while upholding internal controls and audit readiness.</p><p>• Partner with executive leadership and cross-functional teams to align payroll operations with organizational priorities and workforce needs.</p><p>• Evaluate current payroll processes, identify inefficiencies, and introduce scalable improvements that enhance stability and performance.</p><p>• Support complex payroll scenarios common in healthcare settings, including multi-state pay practices, shift-based compensation, and varied employee groups.</p><p>• Provide operational leadership within a shared services or in-house payroll model, ensuring strong governance across end-to-end payroll activities.</p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p>We are looking for an HR Generalist to support core people operations and help create a positive, well-organized employee experience in Stockton, California. This role will partner with employees, managers, and HR leadership across day-to-day HR activities, including employee support, onboarding, performance processes, and administrative coordination. The ideal candidate brings sound judgment, strong organization, and the ability to manage sensitive matters with professionalism and accuracy.</p><p><br></p><p>For immediate consideration please contact Nikhil Anand via LinkedIn or call (209) 227-1478.</p><p><br></p><p>Responsibilities:</p><p>• Address routine employee concerns, document relevant details, and resolve issues within established HR guidelines while referring higher-risk situations to senior HR leaders.</p><p>• Advise employees and supervisors on company policies, standard procedures, and everyday HR practices to promote consistent application across teams.</p><p>• Organize performance management activities by supporting goal-setting cycles, review timelines, manager documentation, and follow-through on required steps.</p><p>• Assist with engagement efforts by helping administer surveys, collecting feedback, monitoring action items, and supporting internal communication initiatives.</p><p>• Coordinate onboarding activities for new team members, including paperwork, scheduling, and orientation support, to deliver a smooth and consistent introduction to the organization.</p><p>• Oversee offboarding administration by preparing documentation, coordinating departures, and helping ensure compliance with company requirements.</p><p>• Provide operational HR support in areas such as benefits questions, open enrollment coordination, leave administration, retirement plan inquiries, and upkeep of employee records in HR systems.</p><p>• Arrange training sessions and support HR communications and educational programs that strengthen employee understanding of workplace practices and culture.</p><p>• Monitor HR workflows, reports, and administrative processes while identifying opportunities to improve efficiency, consistency, and standardization across operations.</p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p><br></p><p>Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an <strong>Operations Manager</strong> to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment.</p><p><br></p><p><strong>This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.</p><p>• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.</p><p>• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.</p><p>• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.</p><p>• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.</p><p>• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.</p><p>• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.</p><p>• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.</p><p>• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planning Associate | Wealth Management | San Ramon </strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> that takes a truly <strong>integrated approach</strong> to tax, financial planning, and investment advice for <strong>high-net-worth clients</strong>. This is an ideal opportunity for a tax professional looking to move beyond compliance and into a more <strong>strategic, relationship-driven advisory role</strong>.</p><p> </p><p>You'll gain hands-on exposure to <strong>financial planning</strong>, work alongside experienced advisors, and help clients make informed long-term decisions. The firm is happy to train on the wealth management side, and <strong>there's no business development or cold calling</strong>, allowing you to focus on planning, collaboration, and client impact.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review tax returns and identify <strong>proactive tax planning</strong> opportunities </li><li>Prepare tax projections, multi-year planning scenarios, and cash flow analyses </li><li>Advise on strategies involving <strong>Roth conversions, RMDs, charitable giving, and capital gains </strong></li><li>Partner with advisors to deliver integrated tax and financial planning recommendations </li><li>Participate in client meetings and coordinate with outside tax professionals </li><li>Prepare planning memos and a limited number of tax returns for select clients </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Position Overview</strong></p><p>Our client is seeking an experienced HR Business Partner to support a <strong>12-month Organization Structure Optimization initiative</strong>. This role will serve as a consultant and process lead, partnering with executive stakeholders, project managers, HRBPs, and cross-functional teams to identify organizational inefficiencies, eliminate role duplication, and implement data-driven organizational improvements.</p><p>This position requires candidates who meet <strong>all</strong> of the listed qualifications and are comfortable interviewing and presenting to executive-level stakeholders.</p><p><strong>Work Arrangement:</strong> Hybrid. Onsite requirements will vary based on project needs. <strong>Candidates must reside in the Bay Area.</strong></p><p><strong>Key Responsibilities</strong></p><p><strong>Process Design & Facilitation</strong></p><ul><li>Build project roadmaps and design systematic organizational assessment processes.</li><li>Facilitate executive interviews and cross-functional working sessions.</li><li>Partner with subject matter experts (SMEs) and project co-leads to develop restructuring recommendations.</li></ul><p><strong>Data Analysis</strong></p><ul><li>Design and lead data collection processes across multiple organizations.</li><li>Conduct organizational diagnostics on selected business functions.</li><li>Validate and analyze employee data and operating models to identify optimization opportunities.</li><li>Review and compare job descriptions to identify opportunities for role differentiation across levels and organizations.</li></ul><p><strong>Stakeholder Management</strong></p><ul><li>Collaborate with HR Business Partners and executive leaders to ensure alignment throughout the project.</li><li>Prepare executive-level presentations, deliverables, and communication materials.</li></ul><p><strong>Additional Responsibilities</strong></p><ul><li>Provide communications and change management support.</li><li>Deliver administrative support for governance processes.</li></ul>
<p>obert Half is seeking a Software Engineer II – AI Engineer to analyze, design, program, debug, test, implement, and support the privacy, security, and governance controls that protect generative AI technologies. This role safeguards GenAI-enabled applications, including LLM-powered workflows, RAG pipelines, plugins, skills, and autonomous agents, by embedding data protection, security guardrails, and responsible AI governance across the development lifecycle. </p><p> </p><p>This role supports SDLC documentation across all phases, with a focus on data privacy, security guardrails, governance, compliance, and risk management. It also works with users to define requirements and support applications in production. </p><p><strong>What You’ll Do</strong> </p><ul><li>Design and implement data privacy controls, including PII/PHI detection, redaction, and data minimization. </li><li>Build security guardrails, including prompt-injection defense, jailbreak prevention, and output filtering. </li><li>Establish governance for plugins, skills, and agents, including registration, approval, and lifecycle management. </li><li>Review and vet third-party plugins, skills, and agent tools for security, privacy, and compliance risks. </li><li>Define and enforce access controls, authentication, and least-privilege permissions for AI components. </li><li>Implement guardrails for autonomous agents, including action scoping, tool-use restrictions, and human-in-the-loop approval. </li><li>Apply data classification, retention, and residency policies across GenAI data flows. </li><li>Monitor AI systems for policy violations, data leakage, and anomalous plugin, skill, or agent behavior. </li><li>Maintain audit trails and logging for plugin, skill, and agent activity. </li><li>Support compliance with regulations and frameworks, including GDPR, CCPA, and the EU AI Act. </li><li>Provide Level II production support for security, privacy, and governance incidents. </li><li>Support incident response, including containment, escalation, and remediation. </li></ul>
<p>Key Responsibilities</p><p>Client Reception & Communication</p><ul><li>Greet clients, visitors, and guests in a professional and welcoming manner.</li><li>Answer, screen, and direct incoming phone calls promptly and courteously.</li><li>Respond to general inquiries while maintaining strict confidentiality and professionalism.</li><li>Provide excellent client service and ensure a positive experience for all visitors and callers.</li></ul><p>Appointment Scheduling & Client Intake</p><ul><li>Schedule, confirm, and coordinate client appointments using the firm's case management system.</li><li>Contact clients via phone, email, and text to confirm appointments and provide necessary information.</li><li>Maintain accurate intake records and update client statuses as needed.</li><li>Monitor attorney and staff calendars to prevent scheduling conflicts and coordinate meeting logistics.</li></ul><p>Office Administration</p><ul><li>Maintain a clean, organized, and professional reception area, conference rooms, and common office spaces.</li><li>Monitor office supply inventory and coordinate replenishment orders.</li><li>Assist with opening and closing office procedures, including basic operational and security tasks.</li><li>Support the smooth daily operation of the office by handling various administrative duties.</li></ul><p>Mail & Document Processing</p><ul><li>Receive, log, and distribute incoming mail, packages, and deliveries.</li><li>Scan, file, date-stamp, and route documents to the appropriate team members.</li><li>Prepare documents and correspondence for mailing, courier services, or client pickup.</li><li>Maintain organized electronic and physical filing systems.</li></ul><p>Administrative Support</p><ul><li>Provide administrative assistance to attorneys, paralegals, and legal support staff.</li><li>Assist with document preparation, copying, scanning, filing, and record management.</li><li>Monitor and manage general email inboxes, responding to routine inquiries and forwarding messages as appropriate.</li><li>Maintain accurate client information and assist with updating records within case management systems.</li></ul><p>Financial & Records Support</p><ul><li>Process client payments and maintain accurate transaction records.</li><li>Track payment statuses and assist with follow-up regarding outstanding balances.</li><li>Support recordkeeping and data entry functions to ensure information remains current and accurate.</li><li>Maintain confidentiality when handling financial and client information.</li></ul><p><br></p><p><br></p>
<p>AI company is seeking a dynamic and experienced Contracts Manager to join our team, focused on supporting complex SaaS contract negotiations and management. This is a fully remote position offering flexible hours that will ebb and flow between 10-40 hours per week based on business needs, providing an ideal environment for professionals who thrive in a fast-paced and adaptable setting. The ideal candidate will have at least 5-10+ years of experience negotiating SaaS agreements.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Draft, review, negotiate, and manage a broad range of SaaS, software licensing, and technology agreements with customers, vendors, and partners.</li><li>Collaborate with internal business teams to provide guidance on contractual issues, identify potential risks, and ensure alignment with business objectives.</li><li>Oversee the entire contract lifecycle from intake through execution, maintaining compliance with company policies and applicable regulations.</li><li>Support the improvement of contract templates, negotiation playbooks, and internal contracting processes to drive efficiency and minimize risk.</li><li>Work cross-functionally with sales, finance, IT, and operations in a fast-paced, technology-driven environment.</li><li>Stay current on trends and changes related to SaaS contracting and best practices.</li></ul><p><br></p>