<p>We are looking for an experienced Business Attorney to join an established and reputable legal team in Napa, California. This role offers the opportunity to work on a variety of sophisticated business transactions, providing tailored and effective legal solutions to clients ranging from regional businesses to multinational corporations. The ideal candidate will bring a wealth of expertise in corporate law and a commitment to delivering exceptional client service. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</p><p><br></p><p>Responsibilities:</p><p>• Provide legal counsel on business formation, transaction structuring, and compliance with relevant regulations.</p><p>• Draft, review, and negotiate contracts, shareholder agreements, and other legal documents.</p><p>• Assist clients in mergers and acquisitions, securities offerings, and private placements.</p><p>• Collaborate with estate planning professionals on succession planning matters.</p><p>• Conduct analysis of debt structures and advise on banking and credit facilities.</p><p>• Develop practical solutions to complex legal challenges for clients in various industries.</p><p>• Represent clients at local, national, and international levels in business-related matters.</p><p>• Ensure compliance with corporate governance standards and regulatory requirements.</p><p>• Support clients in the development of equity incentive plans and other financial agreements.</p><p>• Stay updated on legal trends and apply insights to improve client outcomes.</p>
<p>We are seeking a Resident Coordinator to support residents, coordinate services and communications, and help create a positive living environment within the community or property.</p><p><strong>Responsibilities</strong></p><ul><li>Serve as a point of contact for residents and respond to inquiries</li><li>Coordinate resident services, programs, and communications</li><li>Assist with move-ins, move-outs, and orientation processes</li><li>Maintain resident records and documentation</li><li>Support community events and engagement initiatives</li><li>Work with property staff and service providers to address resident needs</li></ul>
<p>Position Overview</p><p>We are seeking a detail-oriented <strong>Accounts Payable Specialist</strong> to join our growing team. Approximately 70% of this position will focus on accounts payable functions, including invoice processing, vendor payments, reconciliations, and maintaining accurate accounting records. The ideal candidate will have current, hands-on Accounts Payable and Accounts Receivable experience, strong QuickBooks skills, and the ability to process a high volume of transactions accurately and efficiently.</p><p>Key Responsibilities</p><p>Accounts Payable (70%)</p><ul><li>Process approximately 100 vendor payments/checks per week.</li><li>Review, reconcile, and analyze incoming invoices for accuracy and proper approval.</li><li>Enter and post vendor bills into QuickBooks.</li><li>Verify payment amounts and supporting documentation prior to processing.</li><li>Monitor recurring vendor bills and ensure timely payment.</li><li>Prepare checks and supporting documentation for mailing and distribution.</li><li>Track invoices, payments, and accounting records to ensure accuracy.</li><li>Organize and maintain payment documentation and vendor files.</li><li>Ensure invoices are entered and posted in a timely manner.</li><li>Investigate and report discrepancies, missing documentation, or payment issues to Accounting Management.</li></ul><p>Accounts Receivable & Payment Posting</p><ul><li>Assist with posting incoming customer payments following the initial training period.</li><li>Apply payments accurately and maintain supporting documentation.</li><li>Reconcile payment activity and assist with customer account inquiries.</li><li>Support accounts receivable functions as needed.</li></ul><p>Administrative Support</p><ul><li>Maintain organized electronic and physical accounting files.</li><li>Perform routine accounting and administrative duties.</li><li>Provide updates regarding pending invoices, payment statuses, and outstanding items.</li><li>Support the accounting team with special projects and process improvements.</li></ul><p><br></p>
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
We are looking for a Customer Service Representative to support customers in San Francisco, California in a Contract position. In this role, you will create a positive service experience by listening carefully, providing accurate guidance, and helping each customer move through the application or order process efficiently. The ideal candidate is dependable during scheduled hours, confident handling high call volumes, and open to feedback that strengthens performance and service quality.<br><br>Responsibilities:<br>• Respond to inbound customer calls with professionalism, clarity, and a solutions-focused approach.<br>• Place outbound calls as needed to gather missing details, provide updates, and help move customer requests toward completion.<br>• Guide customers through forms, applications, or order-related questions so submissions are accurate and complete the first time.<br>• Enter and update customer information carefully in internal systems while maintaining strong attention to detail.<br>• Monitor open or pending requests and follow up promptly to reduce delays and keep cases progressing.<br>• Remain available and consistently on queue during scheduled working hours, including the core 9:00 a.m. to 3:00 p.m. coverage period.<br>• Apply coaching and performance feedback quickly to improve call handling, accuracy, and overall customer experience.
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p>Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. This Paraplanner role is designed for individuals who are interested in the <strong>operational, analytical, and technical side of wealth management</strong>, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently.</p><p> </p><p>Key responsibilities include:</p><p>• Prepare, update, and maintain comprehensive financial plans using planning software</p><p>• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions</p><p>• Foster strong, trusted relationships with clients through consistent communication and responsiveness</p><p>• Track client progress against financial plans and ensure timely updates and plan reviews</p><p>• Coordinate account administration including onboarding, account maintenance, and investment-related service requests</p><p>• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance</p><p>• Research and resolve account discrepancies and operational issues</p><p>• Collaborate with internal specialists to ensure seamless client service delivery across teams</p><p>• Identify opportunities to improve processes, efficiency, and overall client experience</p><p>• Participate in ongoing training, education, and firm initiatives to support professional development</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>An established Bay Area wealth management and multi-family office is seeking an experienced <strong>Tax Manager</strong> to launch and lead a newly established tax practice. Managing approximately $2B in assets, the firm works with an exclusive client base of ultra-high-net-worth individuals, including technology entrepreneurs, venture capital investors, and senior executives.</p><p>This is a unique opportunity for a hands-on tax professional to take ownership of a growing function from the ground up. You will play an instrumental role in developing the firm's tax capabilities, providing comprehensive tax preparation and strategic planning services while working closely with the investment, wealth management, and family office teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee the preparation and technical review of complex individual, trust, gift, and entity tax returns, including Forms 1040, 1041, 709, 1065, and 1120-S.</li><li>Develop and implement customized tax strategies for high-net-worth families with complex financial structures and multistate filing requirements.</li><li>Advise clients on sophisticated tax matters, including Qualified Small Business Stock (QSBS), equity compensation, partnership taxation, charitable giving, tax-loss harvesting, and estimated tax obligations.</li><li>Serve as a trusted tax advisor, collaborating directly with clients, estate planning attorneys, investment professionals, and external accounting partners.</li><li>Manage federal and state tax correspondence, notices, and related resolution matters.</li><li>Integrate tax planning into clients' broader financial strategies, including investment portfolios, liquidity needs, cash flow projections, and estate planning.</li><li>Establish the practice's tax technology infrastructure, selecting software, developing efficient workflows, and incorporating AI-driven solutions where appropriate.</li><li>Implement internal controls, regulatory compliance standards, and quality assurance procedures to support the practice.</li><li>Take an active role in shaping the department's long-term strategy, including identifying future hiring needs and opportunities for expansion.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Staff Accountant| Real Estate | Emeryville; Hybrid </strong></p><p>An established, nationally recognized real estate development firm who is known for transforming complex properties into thriving mixed-use communities across the country is seeking a Staff Accountant. Specializing in large-scale master-planned developments, the firm brings together residential, retail, commercial, and office spaces to create dynamic destinations that serve and strengthen local communities. With a strong track record of executing complex projects and partnering with leading organizations, the firm offers an opportunity to be part of an innovative team shaping the future of real estate development.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full-cycle accounts payable process, including invoice processing, vendor payments, and account reconciliations.</li><li>Prepare journal entries, reconcile general ledger accounts, and support the month-end and year-end close process.</li><li>Assist with preparing financial statements and maintaining accurate accounting records for real estate entities.</li><li>Support cash management activities, including bank reconciliations and monitoring account balances.</li><li>Prepare audit schedules and provide documentation for external audits, tax filings, and compliance reporting.</li><li>Ensure compliance with internal controls, accounting policies, and regulatory requirements.</li><li>Identify opportunities to improve accounting processes and contribute to special projects as needed.</li></ul><p><br></p>
<p><strong>Financial Planning & Analysis (FP&A) Analyst</strong> | Full-Time Engagement Professional (FTEP)</p><p>Drive Strategic Business Decisions with Our Full-Time Engagement Team!</p><p>Are you an analytical and business-minded <strong>FP&A professional</strong> who enjoys transforming data into actionable insights? We are seeking a motivated <strong>FP&A Analyst</strong> to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> team, supporting organizations with financial planning, forecasting, reporting, and strategic decision-making initiatives.</p><p><br></p><p><em>What You'll Do</em></p><ul><li>Develop and maintain financial models, forecasts, and budgets</li><li>Analyze financial and operational performance against plans and key business metrics</li><li>Prepare monthly, quarterly, and annual management reporting packages</li><li>Partner with business leaders to provide financial insights and recommendations</li><li>Support annual planning, budgeting, and long-range forecasting processes</li><li>Identify trends, risks, and opportunities to drive business performance</li><li>Create dashboards and reports to track KPIs and financial results</li><li>Assist with business cases, profitability analyses, and strategic initiatives</li><li>Support system implementations, reporting enhancements, and process improvements</li></ul><p><br></p>
<p>We are looking for an Accounting Manager to lead core accounting operations and support the financial health of our Oakland, California organization. This role will manage cash activity, oversee reporting and compliance processes, and ensure accurate month-end and year-end close activities. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to keep financial operations organized, accurate, and timely.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage daily cash operations, cash flow forecasting, and account funding.</li><li>Handle electronic payments, including payroll, tax remittances, and other transfers.</li><li>Reconcile bank accounts and maintain accurate financial records.</li><li>Prepare monthly and year-end financial statements and operational cash reports.</li><li>Monitor accounts payable, accounts receivable, and overall cash activity.</li><li>Review and process tax obligations, including sales, property, and income taxes.</li><li>Support audits and prepare financial information for banks, lenders, and other stakeholders.</li><li>Oversee company insurance programs and maintain accounting policies and procedures.</li></ul>
<p>Kevin Eckhardt with Robert Half is looking for Controller to oversee the full accounting and finance operation for his client. This position will guide financial reporting, budgeting, forecasting, cash oversight, and analytical support while partnering closely with leadership to inform business decisions. The ideal candidate brings a hands-on approach, strong manufacturing and inventory accounting knowledge, and the ability to lead a small team in a fast-moving environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day accounting and finance activities, ensuring accurate records and reliable financial information across the organization.</p><p>• Lead the monthly, quarterly, and annual close cycle, maintaining timeliness and precision in all reporting deliverables.</p><p>• Prepare and review financial statements, management reports, and business insights to support executive planning and decision-making.</p><p>• Oversee budgeting, forecasting, and cash flow planning to help the business manage resources effectively and meet financial goals.</p><p>• Strengthen and monitor internal controls, accounting procedures, and documentation practices to promote compliance and operational efficiency.</p><p>• Manage cost accounting and inventory accounting processes, providing visibility into production costs, margins, and inventory performance.</p><p>• Supervise, mentor, and develop a team of four finance and accounting professionals, setting priorities and encouraging strong performance.</p><p>• Partner with operational leaders to evaluate financial results, identify trends, and recommend actions that improve business performance.</p><p>• Support finance-related process improvements and system-related initiatives, including updates that enhance reporting accuracy and workflow efficiency.</p>
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
<p><strong>Payroll Specialist</strong> | Full-Time Engagement Professional (FTEP)</p><p>Advance Your Payroll Career with Our Full-Time Engagement Team!</p><p>Are you a detail-oriented <strong>Payroll Specialist</strong> who thrives in fast-paced environments and takes pride in ensuring employees are paid accurately and on time? We are seeking a motivated payroll professional to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> team, supporting organizations across a variety of industries.</p><p><br></p><p><em>What You'll Do</em></p><ul><li>Process multi-state, bi-weekly, semi-monthly, and weekly payrolls</li><li>Ensure accurate payroll calculations, deductions, garnishments, and tax withholdings</li><li>Reconcile payroll accounts and prepare payroll-related journal entries</li><li>Maintain compliance with federal, state, and local payroll regulations</li><li>Manage employee payroll changes, including new hires, terminations, and compensation updates</li><li>Support payroll audits and year-end activities, including W-2 processing</li><li>Partner with HR, Accounting, and Finance teams to resolve payroll issues</li><li>Assist with payroll system implementations, upgrades, and process improvements</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for an experienced litigation attorney to join a well-respected law firm in Walnut Creek, California. The firm specializes in construction, real estate litigation, and contract disputes. This role offers the opportunity to work on complex cases in a collaborative environment where your writing, analytical, and verbal skills will be highly valued. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in construction claims, general real estate litigation matters, and contract disputes.</p><p>• Conduct thorough discovery processes, including drafting and responding to written discovery requests.</p><p>• Take and defend depositions, including those involving percipient and expert witnesses.</p><p>• Assist in trial and arbitration proceedings as part of a litigation team.</p><p>• Prepare legal briefs, motions, and other necessary court documents.</p><p>• Develop and implement effective litigation strategies to achieve favorable outcomes.</p><p>• Collaborate with colleagues, including attorneys and paralegals, to ensure efficient case management.</p><p>• Maintain client relationships and provide clear communication on case progress and expectations.</p>
<p>We are seeking a Program Coordinator to support operational and administrative aspects of programs and initiatives.</p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate program activities and schedules</li><li>Track deliverables and project timelines</li><li>Prepare program reports and documentation</li><li>Communicate with stakeholders and participants</li><li>Support event planning and logistics</li></ul><p><br></p>
<p>Our client in Oakland is seeking an experienced Accountant for an ongoing opportunity. This role is ideal for accounting professionals with strong attention to detail, excellent organizational skills, and hands-on experience supporting day-to-day accounting operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle high-volume invoice processing and purchase order review</li><li>Perform data entry with a high degree of accuracy</li><li>Match, batch, code, and enter invoices</li><li>Enter, post, and reconcile batches</li><li>Research and resolve accounts payable and accounts receivable issues with customers and vendors</li><li>Update and reconcile sub-ledgers to the general ledger</li><li>Maintain cash applications, account reconciliations, and chargebacks</li><li>Assist with account analysis and other general accounting tasks as needed</li><li>Support month-end close and reconciliation activities</li><li>Ensure compliance with company policies and accounting procedures</li></ul>
<p>This role is to support credit and collections operations and is responsible for evaluating account creditworthiness, maintaining credit records, managing collection activity, and helping reduce financial risk. The ideal candidate will bring strong analytical, communication, negotiation, and customer service skills to a fast-paced accounting environment. Entry-level candidates with relevant skills are encouraged to apply.</p><p><strong>Key Responsibilities</strong></p><ul><li>Create and maintain credit history files for customer accounts</li><li>Analyze and assess the creditworthiness of accounts and clients using external credit risk management tools and reports</li><li>Manage collection efforts and calls for the accounts receivable portfolio</li><li>Document daily collections activity and account updates</li><li>Research account disputes and billing discrepancies</li><li>Perform account and payment reconciliations</li><li>Respond to credit inquiries from internal and external clients</li><li>Identify delinquent accounts that may require outside collection efforts</li><li>Monitor potential bad debt and financial exposure</li><li>Maintain accurate records and assist with reporting related to credit and collections activities</li></ul>
<p><strong>Property Manager</strong></p><p><strong>Brief Job Description</strong></p><p>We are looking for a Property Manager to oversee property operations, maintain tenant satisfaction, manage budgets, and ensure properties are operating efficiently.</p><p><strong>Responsibilities</strong></p><ul><li>Oversee daily operations of assigned properties</li><li>Manage tenant relationships, lease compliance, and occupancy goals</li><li>Prepare and monitor budgets, rent rolls, and financial reports</li><li>Coordinate repairs, maintenance, and vendor services</li><li>Conduct property inspections and ensure regulatory compliance</li><li>Support leasing strategies and renewal efforts</li></ul>
<p>A growing national firm is seeking an Associate to join their team in the Bay Area. This position will involve managing a litigation caseload and preparing for trial. You will be working in a dynamic environment where you will be expected to independently manage tasks and contribute to the team. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Independently manage a litigation caseload, from case inception to trial</p><p>• Conduct depositions and prepare witnesses for deposition and trial</p><p>• Review and analyze discovery requests and respond accordingly</p><p>• Prepare and respond to discovery responses and pleadings</p><p>• Prepare court filings and ensure service to counsel; experience with e-filing is a plus</p><p>• Assist in trial preparation and provide support during trials</p><p>• Maintain accurate time records relating to case management</p><p>• Use skills such as defending depositions, trial preparation, drafting motions, and arguing motions to effectively handle cases</p><p>• Utilize civil litigation experience to navigate complex legal matters.</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>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p><br></p><p>Join a leading private investment firm with a global platform and a strong reputation in alternative investments. The firm offers exposure to sophisticated fund structures, long-term career growth, and a collaborative culture where team members have visibility and impact.</p><p><br></p><p>This is an opportunity to join a <strong>high-performing, well-resourced team</strong> with exposure to complex fund operations, strategic initiatives, and senior leadership. The firm offers <strong>top-tier compensation, excellent benefits, and meaningful opportunities for advancement and professional development</strong>.</p><p><br></p><p>Responsibilities:</p><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 service providers</li><li>Monitor fund cash flows, forecasts, and liquidity</li><li>Review capital calls, distributions, and investor activity</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on key business and operational priorities</li><li>Drive <strong>process improvements and scalable operational enhancements</strong></li><li>Respond to LP requests and support investor reporting</li><li>Advise on <strong>complex transactions, fund structures, and reporting matters</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are seeking experienced Tax Reviewers to prepare and review individual tax returns during tax season. This is a fully remote contract opportunity requiring a minimum commitment of 30 hours per week (can work up to 60 hours per week during peak season). Candidates must have an active CPA or EA license, a valid PTIN, and be able to provide proof of both credentials.</p><p><br></p><p>Responsibilities</p><ul><li>Prepare and review moderately complex Form 1040 returns, including rental real estate, K-1s, and multi-source income.</li><li>Review prepared tax returns and identify errors, omissions, and inconsistencies.</li><li>Complete assigned returns within 12 hours of claiming them to support a 3-day client turnaround.</li><li>Work independently in a remote environment using Slack and cloud-based tax software.</li><li>Maintain accuracy, efficiency, and compliance with federal tax regulations.</li></ul><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien at meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# Tax Reviewer **</p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>We are looking for a Facilities Technician/Office Coordinator to support daily workplace operations for an insurance organization in San Francisco, California. This Contract position combines hands-on facilities support with office coordination to help maintain a clean, organized, and well-equipped environment for employees, visitors, and vendors. The role will contribute to meeting readiness, seating coordination, supply management, and timely response to workplace service needs. Success in this position requires strong organization, sound judgment, and a proactive approach to resolving facility-related issues.</p><p><br></p><p>Responsibilities:</p><p>• Manage inventory levels for kitchen, coffee, and office materials, replenish shared areas promptly, and organize storage for efficient use of space.</p><p>• Arrange approved specialty purchases and coordinate deliveries to ensure needed items arrive accurately and on schedule.</p><p>• Prepare conference rooms, training spaces, and office events by setting up furniture, equipment, and room layouts to support business needs.</p><p>• Support visitor access by arranging short-term work areas and facilitating appropriate security badge availability when required.</p><p>• Conduct routine facility inspections, identify maintenance or compliance concerns, and recommend corrective actions in collaboration with the Facilities Manager.</p><p>• Perform basic upkeep tasks such as minor repairs, furniture moves, housekeeping oversight, and monitoring sanitation and overall office appearance.</p><p>• Respond to internal service requests and work with building management, janitorial teams, and external vendors to address lighting, plumbing, cleaning, carpet, and general maintenance needs.</p><p>• Oversee on-site vendor and contractor activity, confirm work is completed to expectations, coordinate dock or freight access when needed, and review facility-related work orders for accuracy.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Michaela Stauber at michaela.stauber- at - roberthalf - .com with your word resume and reference job ID#00410-0013516428**</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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a growing, relationship-driven wealth management firm serving successful individuals, families, and businesses. This is a <strong>high-visibility role working closely with senior advisors and leadership</strong>, with broad exposure across financial planning, investments, operations, and client service.</p><p> </p><p>Ideal for someone looking to <strong>deepen their financial planning experience </strong>and grow toward a client-facing role. Supportive leadership,<strong> strong work/life balance</strong>, and company support for licensing and professional development.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support senior advisors with financial planning and investment strategy</li><li>Build financial plans and prepare for client meetings</li><li>Participate in client meetings and manage follow-up</li><li>Support client onboarding and ongoing relationship management</li><li>Review client financial information and prepare planning materials</li><li>Handle account openings, transfers, and client paperwork</li><li>Support insurance planning and coordinate with custodians/external partners</li><li>Maintain CRM records and improve planning workflows</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>