<p>A private, multi-generational family office headquartered in San Francisco is seeking an <strong>Associate</strong> to join its <strong>Client Services Accounting</strong> team. This organization provides a comprehensive suite of services—including investment management, financial reporting, tax planning, and philanthropic support—to high-net-worth individuals and families. With a strong emphasis on long-term value, discretion, and partnership, the firm fosters a collaborative and inclusive culture where employees can make a meaningful impact.</p><p><br></p><p><strong>Position Overview:</strong></p><p>The Associate will play a key role in supporting the accounting and financial reporting needs of clients, including individuals, trusts, and LLCs. This role involves hands-on accounting operations, direct client interaction, and cross-functional collaboration with internal teams to deliver high-quality service and reporting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform core accounting functions such as journal entries, reconciliations, accounts payable, and financial statement preparation.</li><li>Collaborate with internal teams and external stakeholders to support client reporting, cash flow forecasting, and investment analysis.</li><li>Serve as a point of contact for client inquiries, vendor payments, and ad hoc reporting needs.</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits package.</li><li>Medical, dental, vision, and life insurance.</li><li>401(k) with employer match and annual contribution.</li><li>Paid parental leave, childcare stipend, and infertility benefits.</li><li>Flexible time off, paid medical leave, and generous volunteer time off.</li><li>Education assistance and access to wellness and mental health resources.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are assisting a San Francisco insurance defense firm in hiring a reliable Legal Assistant to support attorneys working on auto, liability, and construction defect matters. This is a fast-paced team that values clear communication and strong organizational support.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Provide administrative support to attorneys handling insurance defense litigation including auto accidents, premises liability, and property damage</li><li>Assist with preparation and finalization of legal documents such as discovery, motions, and status reports</li><li>Coordinate depositions, IMEs, mediations, and court appearances</li><li>Track case deadlines and maintain internal calendar for multiple attorneys</li><li>Format, redline, and proofread correspondence and case documents</li><li>Assist in client communication, billing, and case updates as needed</li></ul><p><br></p>
<p>We are actively searching for a Controller with a focus on Real Estate & Property. Based in San Ramon, California, this role involves overseeing accounting functions, leading a team, and demonstrating strong business acumen. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage and lead staff within the Accounting and Finance Department.</li><li>Supervise all accounting functions, including monthly and yearly financial close processes.</li><li>Review financial reports and reconciliations for semi-annual reporting.</li><li>Lead the annual budget planning and reforecasting, ensuring timely communication and coordination.</li><li>Analyze and review monthly cash flow models.</li><li>Continuously assess and improve accounting procedures for greater efficiency.</li><li>Ensure compliance with technical accounting standards through research and documentation.</li><li>Act as the main contact for external auditors and manage audit procedures.</li><li>Maintain and update payroll budgeting, forecasting, and allocations.</li><li>Oversee banking operations, such as wire transfers, account setups, credit cards, and compliance.</li><li>Evaluate operational aspects of lender and cash management agreements.</li><li>Collaborate effectively with cross-functional teams and departments.</li><li>Define, implement, and refine departmental policies and performance expectations.</li></ul>
<p>We are seeking a knowledgeable and driven Insurance Defense Attorney to join our client's SF legal team on a contract basis. This role involves managing a diverse caseload of insurance-related litigation, including personal injury, property damage, and liability claims. </p><p><br></p><p>Key Responsibilities:</p><ul><li>Handle all aspects of insurance defense litigation from case inception through resolution.</li><li>Draft and respond to pleadings, motions, and discovery requests.</li><li>Conduct depositions of parties, witnesses, and experts.</li><li>Represent clients in mediations, arbitrations, and court proceedings.</li><li>Analyze complex legal and factual issues to develop case strategies.</li><li>Communicate effectively with insurance carriers, clients, and opposing counsel.</li><li>Negotiate settlements and prepare case evaluations.</li><li>Ensure compliance with billing guidelines and maintain accurate timekeeping.</li><li>Collaborate with paralegals and support staff to manage case files and deadlines.</li></ul>
<p>Established San Francisco law firm is seeking an Intellectual Property Litigation Secretary to support their growing practice. This role requires an experienced individual with a deep understanding of litigation processes and filing procedures across multiple patent venues. Join a dynamic team that values precision, efficiency, and collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative and legal support to attorneys specializing in Intellectual Property litigation.</p><p>• Prepare, edit, and proofread legal documents, including correspondence, pleadings, and patent filings.</p><p>• File legal documents in various patent venues, such as NDCal, CDCal, WDTex, EDTex, and DDel, ensuring accuracy and compliance.</p><p>• Manage attorney calendars, schedule meetings, and coordinate travel arrangements.</p><p>• Maintain organized case files and track deadlines to ensure timely submissions.</p><p>• Handle time entries and billing processes with attention to detail.</p><p>• Liaise with clients and external parties to facilitate communication and case progress.</p><p>• Conduct research and gather information relevant to ongoing cases.</p><p>• Assist with administrative tasks, including notary public services and document management.</p><p>• Support partners in building and expanding their Intellectual Property practice.</p>
<p>We are looking for an experienced Paralegal to join our litigation team. This role focuses on supporting complex litigation cases, requiring someone who thrives in a fast-paced environment and is skilled at managing multiple priorities. The ideal candidate will be detail-oriented, proactive, and adept at collaborating with attorneys and senior paralegals to ensure the efficient progression of legal matters.</p><p><br></p><p>Responsibilities:</p><p>• Assist litigation teams in managing cases through all stages, from initial filings to trial.</p><p>• Review, cite-check, and prepare legal documents for court submissions.</p><p>• Handle electronic filing and service of legal documents while ensuring compliance with court procedures.</p><p>• Organize and maintain case files, including deposition indexes and production databases.</p><p>• Support document production efforts and update databases with relevant case information.</p><p>• Coordinate trial preparations and provide on-site support during proceedings.</p><p>• Collaborate closely with senior paralegals and attorneys to ensure seamless case management.</p><p>• Work overtime as needed to meet deadlines and support litigation demands.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a<strong> Client Service Accounting Associate</strong> for a <strong>family office</strong>. This is a full-time, permanent role based in San Francisco with a hybrid schedule.</p><p> </p><p>The company offers a full range of services from investment management and financial planning to tax and philanthropic support while building long-term client relationships.</p><p> </p><p>This role provides a collaborative environment with mentorship and growth opportunities, excellent benefits including full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You’ll also have access to paid courses and certifications and the chance to work on meaningful, high-impact projects.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage accounts payable, coding, approvals, and high-volume payments</li><li>Handle monthly reconciliations, month-end close, and client reporting</li><li>Collaborate with vendors and estate managers to ensure smooth operations</li><li>Support quarterly accounting, cash flow analysis, trial balances, and investor reporting</li><li>Assist with philanthropic payments, budgeting, forecasting, and process improvements</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
