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621 results in Pleasanton, CA

Client Service Associate - Beautiful Office on the Peninsula
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 115000 USD / Yearly
  • <p>If interested, please reach out to <em>Jennifer Fukumae</em> on LinkedIn for quickest consideration! </p><p> </p><p>Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a<strong> Client Service Associate</strong> to join its growing team in the <strong>Peninsula/San Francisco</strong> area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support and maintain relationships with high-net-worth clients </li><li>Coordinate and execute new client onboarding </li><li>Partner with attorneys, accountants, and other client advisors </li><li>Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans </li><li>Provide portfolio reporting, analytical, and relationship management support </li><li>Collaborate across teams to deliver a high-touch client experience </li></ul><p><br></p>
  • 2026-05-16T00:00:00Z
Senior Accountant
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 61.75 - 71.5 USD / Hourly
  • We are looking for an experienced Senior Accountant to support key accounting operations for a long-term contract opportunity based in San Francisco, California. This role is ideal for a highly organized individual who can manage core financial close activities, maintain accurate records, and contribute strong technical accounting knowledge in a dynamic environment. The position requires regular in-office collaboration three days per week, Tuesday through Thursday, and will work closely with stakeholders involved in banking-related and technology-focused accounting matters.<br><br>Responsibilities:<br>• Lead recurring close activities by preparing and reviewing entries, reconciling balances, and ensuring timely completion of monthly accounting deliverables.<br>• Maintain the integrity of the general ledger through detailed analysis, correction of discrepancies, and support of accurate financial reporting.<br>• Prepare journal entries with appropriate support and ensure transactions are recorded in accordance with accounting standards and company policy.<br>• Perform detailed reconciliations across balance sheet accounts, including cash activity and bank accounts, and resolve outstanding items efficiently.<br>• Manage fixed asset accounting by tracking additions, disposals, depreciation, and related documentation.<br>• Support accounting considerations tied to technology and software-related costs, including proper classification and treatment of applicable transactions.<br>• Evaluate assets for potential impairment indicators and assist with related accounting analysis and documentation.<br>• Partner with internal teams to address accounting needs connected to commercial banking operations and other finance-related activities.
  • 2026-05-15T00:00:00Z
Lease Associate
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p>Essential Duties and Responsibilities: This person will support the Lease Administrator, and property management functions by coordinating lease documentation, tracking key dates, and ensuring compliance with lease terms. This role acts as a liaison between property managers, brokers, tenants, legal teams, and accounting to ensure accurate and timely lease execution and administration.</p><p><br></p><p>Key Responsibilities</p><p>• Integrate AI into the Key Responsibilities and duties of lease management and reporting</p><p>• Interface with tenants, brokers, legal counsel, and internal teams to resolve lease-related issues </p><p>• Negotiate with tenants on renewals as designated by Management</p><p>• Work with the Lease Administrator to prepare, review, and process lease documents, including new leases, amendments, renewals, and terminations </p><p>• Track critical lease dates (e.g., expirations, rent escalations, options) and ensure timely action </p><p>• Maintain accurate lease data in lease management systems and digital files </p><p>• Assist with rent commencement, billing setup, and communication with accounting teams </p><p>• Monitor compliance with lease terms and flag discrepancies or issues </p><p>• Generate reports related to lease status, expirations, and financial obligations </p><p>• Assist with special projects, including portfolio transitions or system implementations· </p><p><br></p><p>Qualifications: </p><p>• Detail-oriented with strong data accuracy focus </p><p>• Ability to manage multiple deadlines and priorities </p><p>• Problem-solving and analytical thinking </p><p>• Strong coordination and follow-up skills </p><p>• Team-oriented with ability to work cross-functionally</p><p>• Ability to integrate AI into Documents review and abstracts, redlines</p><p>• Familiarity with lease terminology and commercial real estate practices </p><p>• Experience with lease management software (e.g., Yardi) is a plus </p><p>• Strong organizational skills and attention to detail </p><p>• Proficiency in Microsoft Excel and document management systems </p><p>• Excellent written and verbal communication skills </p><p><br></p><p>Standards: High standards of quality and accuracy; strong work ethic. </p><p><br></p><p><br></p>
  • 2026-05-27T00:00:00Z
Accountant
  • Santa Cruz, CA
  • onsite
  • Temporary / Contract
  • 36.1 - 41.8 USD / Hourly
  • We are looking for an Accountant to support municipal financial operations for a Contract position based in Santa Cruz, California. This role will handle core accounting activities, contribute to accurate financial reporting, and help maintain compliance with public sector standards. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to manage detailed financial records in a government environment.<br><br>Responsibilities:<br>• Produce and evaluate financial statements, schedules, and supporting documentation to ensure accuracy and completeness.<br>• Reconcile general ledger balances and subsidiary records, identifying and correcting discrepancies in a timely manner.<br>• Record routine and adjusting journal entries while maintaining organized and auditable accounting documentation.<br>• Process incoming and outgoing financial transactions, including accounts payable and accounts receivable activities.<br>• Support annual audit preparation by gathering records, responding to auditor requests, and assisting with follow-up items.<br>• Monitor spending activity, assist with budget tracking, and review variances against approved financial plans.<br>• Perform bank reconciliations and investigate exceptions to maintain reliable cash records.<br>• Help prepare required internal and external financial reports while ensuring adherence to applicable regulations and accounting standards.
  • 2026-05-30T00:00:00Z
GL Accountant
  • Sunnyvale, CA
  • onsite
  • Temporary / Contract
  • 28.5 - 33 USD / Hourly
  • We are looking for a detail-oriented GL Accountant to support core accounting operations for a construction-focused organization in Sunnyvale, California. This Long-term Contract position will play an important role in maintaining accurate financial records, preparing journal entries, and ensuring reconciliations and reporting are completed with precision. The ideal candidate brings strong general ledger experience, sound knowledge of accounting principles, and the ability to work effectively with financial systems and large data sets.<br><br>Responsibilities:<br>• Support the Controller with daily accounting activities as well as month-end and year-end close processes across the finance function.<br>• Review financial data, investigate variances, and prepare journal entries that maintain the accuracy of general ledger accounts.<br>• Complete reconciliations for bank accounts, fixed assets, prepaid balances, benefit-related expenses, and accrued liabilities.<br>• Record recurring and adjusting entries related to expense allocations, amortization schedules, depreciation, accruals, and account reclassifications.<br>• Ensure account reconciliations are finalized on schedule and meet internal standards for completeness and accuracy.<br>• Help refine accounting workflows by documenting procedures and contributing to effective internal control practices.<br>• Assess reporting needs and support compliance by confirming systems and processes align with operational and regulatory expectations.<br>• Serve as a key resource for Viewpoint Vista, including assisting with user guidance and supporting process training initiatives.<br>• Investigate accounting questions, resolve exceptions promptly, and produce ad hoc financial reports for leadership as needed.
  • 2026-06-02T00:00:00Z
Accounting Manager at Private Equity Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 180000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Accounting Manager | Real Estate, Private Equity | San Francisco| Hybrid, Very flexible</strong></p><p> </p><p>A well-regarded global real estate investment firm is seeking an Accounting Manager to join its finance team and support fund accounting across a complex investment platform. This role offers strong exposure to day-to-day fund operations, process improvements, and scalable reporting infrastructure within a collaborative, fast-paced environment. Competitive compensation package included.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and corporate accounting across multiple entities </li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS </li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations </li><li>Partner closely with investment, asset management, and investor relations teams </li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability </li><li>Support acquisitions, financings, valuations, and other complex transactions </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-05-22T00:00:00Z
Client Service Associate at Thriving Wealth Management Firm
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 120000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Thriving Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a<strong> generous 401(k) match</strong>, comprehensive health coverage,<strong> unlimited PTO</strong>, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-05-22T00:00:00Z
Attorney/Lawyer
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 300000 USD / Yearly
  • <p>Midsized law firm is seeking an Attorney to join our Trial &amp; Litigation team in Oakland, California. This role is focused on eminent domain cases, requiring a strong background in valuation analysis, litigation strategies, court filings, and trial preparation. The ideal candidate will bring expertise in real estate law and civil litigation, with a proven ability to handle complex cases. 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>• Develop litigation strategies and manage eminent domain cases from inception to resolution.</p><p>• Conduct thorough valuation analyses and prepare comprehensive case arguments.</p><p>• Draft and file motions, briefs, and other legal documents to support case proceedings.</p><p>• Manage discovery processes, including depositions and evidence review.</p><p>• Represent clients in court hearings and trials, ensuring effective advocacy.</p><p>• Collaborate with colleagues to refine case strategies and optimize outcomes.</p><p>• Stay updated on laws and regulations related to eminent domain and real estate litigation.</p><p>• Provide legal counsel and guidance to clients throughout the litigation process.</p><p>• Prepare and deliver high-quality writing samples as required for case documentation.</p><p>• Ensure compliance with all procedural and ethical standards in litigation practice.</p>
  • 2026-05-12T00:00:00Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 170000 USD / Yearly
  • 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.
  • 2026-05-29T00:00:00Z
Fund Accounting Manager - Globally recognized VC
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 180000 USD / Yearly
  • <p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>My client is a premier, well-known and high-respected venture capital investment firm with billions of dollars under management in Silicon Valley. We are seeking a Fund Accounting Manager to join its growing Finance team. This is a unique opportunity to work at the center of a highly active investment platform that partners with innovative companies across multiple sectors and stages of growth.</p><p><br></p><p>Reporting to senior finance leadership, this role offers broad exposure to the full venture capital fund lifecycle, from fund formation and capital raising through investment activity, distributions, financial reporting, audits, and investor communications. The firm offers a collaborative, team-oriented environment where professionals are encouraged to expand their responsibilities, deepen their technical expertise, and contribute beyond their core function.</p><p><br></p><p>Why This Opportunity Stands Out</p><ul><li>Exposure to the complete venture capital fund lifecycle</li><li>Opportunity to work closely with investment, finance, investor relations, and operations teams</li><li>Significant visibility and interaction with senior leadership</li><li>Broad responsibilities beyond traditional fund accounting</li><li>Stable, high-performing finance organization with strong infrastructure and support</li><li>Collaborative culture focused on teamwork, mentorship, and professional growth</li><li>Ability to gain exposure to fund operations, investor relations, and strategic initiatives</li><li>Hybrid work environment in the heart of Silicon Valley</li></ul><p>As a <strong>Fund Accounting Manager</strong>, you will play a key role in managing venture stage fund accounting, financial reporting, capital activity, audit coordination, and investor support across multiple venture capital funds and related entities. This position is ideal for an accounting professional who enjoys reviewing partnership accounting, thrives in a fast-paced investment environment, and wants to develop expertise across both fund accounting and broader fund operations. You&#39;ll work closely with qualified third-party administrators and internal stakeholders to ensure the accuracy, integrity, and timeliness of all fund-related financial information.</p>
  • 2026-06-01T00:00:00Z
Full Charge Bookkeeper
  • San Ramon, CA
  • onsite
  • Permanent / Full Time
  • 30.5 - 40.5 USD / Hourly
  • <p>Robert Half is seeking a Full Charge Bookkeeper for special project work through our Full-Time Engagement Professionals team. This opportunity offers strong work-life balance, comprehensive benefits, and the chance to stay engaged with meaningful, challenging assignments. </p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p> </p><p><strong>Bookkeeper responsibilities in this role: </strong></p><ul><li>Manage Accounts Payable and Receivable</li><li>Verify, allocate, and post transactions</li><li>Maintain and balance general ledger</li><li>Bank and Credit Card reconciliation</li><li>Manage month end and quarter end closing</li><li>Process payroll</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Other projects as requested</li></ul><p><br></p>
  • 2026-05-21T00:00:00Z
Associate Attorney
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 190000 USD / Yearly
  • We are looking for an Associate Attorney to join our dynamic Insurance Coverage team in San Francisco, California. This position offers the opportunity to work on complex insurance coverage matters, including litigation and alternative dispute resolution, while collaborating in a supportive and fast-paced environment. The role is ideal for someone passionate about delivering exceptional legal services and eager to grow.<br><br>Responsibilities:<br>• Provide legal counsel to insurers on coverage issues, litigation strategies, and alternative dispute resolution processes.<br>• Prepare and review legal documents, including pleadings, motions, and briefs, to support case development and resolution.<br>• Represent clients in court proceedings, mediations, and arbitrations to advocate for favorable outcomes.<br>• Conduct thorough legal research and analysis to ensure compliance with regulations and precedents.<br>• Collaborate with team members to develop case strategies and share insights for effective resolution.<br>• Manage multiple cases efficiently while maintaining attention to detail and meeting deadlines.<br>• Build and maintain strong client relationships to understand their needs and deliver tailored solutions.<br>• Stay informed about changes in insurance laws and policies to provide up-to-date counsel.<br>• Participate in remote or hybrid work settings, leveraging technology to maintain productivity.<br>• Ensure adherence to ethical standards in all legal practices.
  • 2026-05-05T00:00:00Z
Production Supervisor
  • Hayward, CA
  • onsite
  • Temporary / Contract
  • 38 - 44 USD / Hourly
  • We are looking for an experienced Production Supervisor to guide onsite manufacturing activities in Hayward, California within the food processing industry. This Long-term Contract position is suited for a hands-on leader who can keep production moving efficiently while upholding strict quality, sanitation, and safety expectations. The role will oversee day-to-day floor operations, support a high-performing team, and help maintain dependable output in a fast-paced environment.<br><br>Responsibilities:<br>• Direct daily floor activity across production, packaging, sanitation, and related operations to maintain a steady and efficient workflow.<br>• Supervise, coach, and develop a team of approximately 12 employees, setting clear expectations and reinforcing accountability.<br>• Coordinate production plans and staffing priorities to meet volume targets while making effective use of labor and materials.<br>• Track operational results such as output, downtime, yield, and product quality, then take corrective action when performance gaps arise.<br>• Uphold food safety, quality control, and regulatory requirements throughout the manufacturing process.<br>• Work closely with quality, maintenance, and operations partners to address equipment issues, process interruptions, and other production challenges.<br>• Monitor raw material consumption and inventory accuracy to reduce waste and support uninterrupted production.<br>• Maintain a safe, clean, and organized work environment by enforcing workplace safety standards and sanitation practices.<br>• Identify opportunities to streamline processes and apply continuous improvement methods that increase efficiency and reduce downtime.
  • 2026-05-11T00:00:00Z
Staff Accountant
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Hourly
  • <p>Are you an accounting professional seeking a full-time opportunity that offers both stability and variety in the East Bay Area? Our team is looking for a Staff Accountant to join our Full-Time Engagement Professionals program. In this role, you will enjoy the security of full-time employment while supporting a range of on-site client projects and interim staffing needs.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>·      Perform month-end closings, reconciliations, and financial reporting.</p><p>·      Support accounts payable, accounts receivable, and general ledger functions.</p><p>·      Ensure compliance with accounting standards and company policies.</p><p>·      Assist with audits and special accounting projects as needed.</p><p>·      Collaborate with teams across various departments to meet deadlines and objectives effectively.</p><p><br></p>
  • 2026-06-02T00:00:00Z
Event Outreach Assistant
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 25 - 29 USD / Hourly
  • <p>We are looking for a dedicated and detail-oriented Event Outreach Assistant to join our team in Oakland, California. This is a long-term contract opportunity within the non-profit sector, offering an excellent chance to contribute to impactful projects while expanding your attention to detail and organizational abilities. The ideal candidate will play a key role in supporting event outreach, administrative tasks, and project coordination.</p><p><br></p><p>Responsibilities:</p><p>• Conduct outreach to firms and organizations through cold calling to promote event attendance.</p><p>• Maintain and update organizational contact lists to ensure accurate and efficient communication.</p><p>• Assist in the preparation of documents and presentations, including PowerPoint materials.</p><p>• Provide administrative support such as scanning, organizing files, and managing timelines.</p><p>• Coordinate event-related tasks, ensuring smooth execution and adherence to schedules.</p><p>• Support project management efforts by tracking progress and ensuring deadlines are met.</p><p>• Collaborate with team members to ensure successful delivery of assigned tasks.</p><p>• Manage master schedules and timelines for various projects and events.</p><p>• Perform other duties as assigned to support organizational goals and objectives.</p>
  • 2026-05-08T00:00:00Z
Associate Attorney
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 250000 USD / Yearly
  • <p>Robert Half is recruiting Associate Attorney for a top-regarded, mid-sized personal injury law firm with a beautiful office in the East Bay. The firm is well-regarded for its commitment to its deserving clientele and the achievement of excellent results (verdicts and settlements) for them and their families.</p><p><br></p><p>The following are the qualifications for the Associate opportunity:</p><p>• 2+ years of civil litigation experience, preferably in a personal injury or products liability practice;</p><p>• Good range of case management experience, including intake, preparation of complaints, discovery, some taking and defending depositions (preferred, but not required), law and motion, drafting / opposing dispositive motions (e.g., MSJs/MSAs), and ideally trial preparation, mediation, and settlement negotiation experience;</p><p>• Plaintiff-side experience is preferred, but associates with defense experience are encouraged to apply if they have a proven interest in prosecuting injured workers’ / consumers’ rights;</p><p>• Persuasive legal writing and advocacy skills;</p><p>• Spanish language fluency is a big plus;</p><p>• Willing and able to travel often to meet clients, attend depositions, and make court appearances; and</p><p>• Active and in good standing with the State Bar of California.</p><p><br></p><p>Make no mistake! This is a unique opportunity with a firm that has an excellent reputation and offers an unparalleled benefits package (including 100% paid for medical / dental / vision / Life / disability insurance coverage &amp; Firm pays an additional 25% of annual total comp into a retirement pension plan). Our client is offering a base salary of $135,000 – 225,000+/yr., DOE, and bonus compensation. Again, the firm’s employment benefits are unbeatable! </p><p><br></p><p>For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-05-05T00:00:00Z
Client Services Associate
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Thriving Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a<strong> generous 401(k) match</strong>, comprehensive health coverage,<strong> unlimited PTO</strong>, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-05-27T00:00:00Z
Sr. Marketing Proposal Coordinator
  • Sunnyvale, CA
  • onsite
  • Permanent / Full Time
  • 88000 - 99000 USD / Yearly
  • <p>We are looking for an experienced and creative Sr. Marketing Proposal Coordinator to join our team in San Diego, California. In this role, you will lead the development of high-quality marketing proposals, presentations, and brand materials to support our business growth and client engagement efforts. This position requires strong project management, writing, and design skills, along with the ability to collaborate effectively with technical teams and leadership.</p><p><br></p><p>Responsibilities:</p><p>• Manage the complete proposal development process, including planning, scheduling, content creation, editing, and final production.</p><p>• Collaborate with technical staff, leadership, and the marketing team to create compelling proposals that showcase the company’s expertise and differentiators.</p><p>• Organize proposal kick-off meetings, develop strategic approaches, and oversee content assignments and production timelines.</p><p>• Design visually appealing and brand-compliant proposals using Adobe InDesign and other Creative Cloud tools.</p><p>• Develop and refine interview presentations for client meetings, ensuring clear and impactful messaging.</p><p>• Maintain a calendar of proposal deadlines, RFx opportunities, and prequalification submissions to ensure timely responses.</p><p>• Create and update marketing collateral such as brochures, client-specific packages, and recruiting materials.</p><p>• Coordinate and support events for clients, architects, and industry partners, including preparation of promotional materials.</p><p>• Manage marketing databases, including proposal templates, project photography, and content libraries, to ensure accurate and up-to-date resources.</p><p>• Support additional marketing initiatives by contributing ideas to enhance efficiency and effectiveness.</p>
  • 2026-05-07T00:00:00Z
Bookkeeper
  • San Mateo, CA
  • onsite
  • Temporary / Contract
  • 32 - 40 USD / Hourly
  • <p><strong>Job Title:</strong> Bookkeeper</p><p><strong>Location:</strong> San Mateo, CA</p><p><strong>Employment Type:</strong> [Contract / Contract-to-Hire]</p><p><strong>Position Overview</strong></p><p>Our client is seeking an experienced accounting professional to support day-to-day financial operations in a hands-on role. This position will be responsible for maintaining accurate financial records, assisting with reporting, managing transactional accounting activities, and supporting payroll, audit, and compliance processes. The ideal candidate will bring strong bookkeeping experience, attention to detail, and the ability to work independently in a fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain complete and accurate financial records, including invoices, disbursements, receipts, journal entries, and general ledger activity</li><li>Handle accounts payable and accounts receivable functions, including billing, payment processing, collections follow-up, and vendor support</li><li>Reconcile bank, credit card, and other balance sheet accounts on a regular basis</li><li>Monitor cash activity and help track fund availability across multiple accounts</li><li>Prepare routine financial reports, account summaries, and supporting schedules for leadership review</li><li>Assist with month-end and year-end close processes, including reconciliations and financial statement preparation</li><li>Support tax-related processes, filings, and required year-end documentation</li><li>Process payroll and maintain records related to employee compensation, deductions, and benefit-related accounting</li><li>Prepare audit schedules and organize supporting documentation for internal and external review</li><li>Track fixed assets and record depreciation or amortization as needed</li><li>Assist with budget entry, reporting, and variance tracking</li><li>Maintain organized accounting files and ensure compliance with internal procedures and applicable regulations</li><li>Provide general administrative and office support as needed, including special projects assigned by leadership</li></ul><p><br></p>
  • 2026-05-27T00:00:00Z
Loan Processor - Support (On-Site)
  • Sunnyvale, CA
  • onsite
  • Temporary to Hire
  • 28.5 - 33 USD / Hourly
  • We are looking for a highly organized Loan Processor - Support specialist to join our on-site team in California. This contract opportunity is ideal for someone who can manage real estate loan files with precision, maintain momentum across the lending pipeline, and deliver a smooth experience for applicants and internal partners. The role supports residential mortgage processing from documentation review through status tracking while ensuring accuracy, responsiveness, and adherence to regulatory and organizational standards.<br><br>Responsibilities:<br>• Manage residential real estate loan files from initial intake through final processing, making sure each application moves forward efficiently and accurately.<br>• Examine submitted applications and supporting records to confirm all required information is complete, consistent, and ready for underwriting review.<br>• Gather, validate, and organize key borrower and property documents such as income records, credit information, appraisals, and title-related materials.<br>• Enter and maintain loan data within origination and servicing systems with a high level of accuracy and attention to compliance requirements.<br>• Communicate proactively with loan officers, underwriters, and applicants to resolve outstanding conditions, clarify documentation needs, and prevent delays.<br>• Respond to borrower questions throughout the lending process with clear, attentive service that supports a positive customer experience.<br>• Review loan packages for quality and regulatory adherence, helping reduce documentation gaps, processing errors, and compliance risk.<br>• Monitor pipeline activity and prepare status updates or production reports for leadership, including turnaround times, pending files, and overall volume.<br>• Partner with the broader lending team to strengthen processing workflows and contribute to ongoing training and operational improvement efforts.
  • 2026-05-31T00:00:00Z
Loan Adjustor
  • Sunnyvale, CA
  • onsite
  • Temporary / Contract
  • 27.55 - 29 USD / Hourly
  • We are looking for an experienced Loan Adjustor to support delinquency management and recovery efforts for a financial services team in Sunnyvale, California. This Long-term Contract position focuses on resolving past-due consumer loan accounts through compliant collection practices, thoughtful member communication, and effective repayment solutions. The ideal candidate brings strong judgment, knowledge of lending and recovery regulations, and the ability to manage a high-volume workload while maintaining a service-oriented approach.<br><br>Responsibilities:<br>• Oversee recovery efforts for seriously delinquent accounts across multiple consumer lending products, including unsecured and secured loan portfolios.<br>• Contact borrowers using approved collection practices to secure payment, reduce losses, and maintain adherence to applicable regulations.<br>• Evaluate individual account circumstances and work with members to establish realistic repayment arrangements or submit modification and extension requests for review.<br>• Identify cases that require escalation and coordinate next steps related to repossession, foreclosure, legal review, or external recovery channels in line with company policy.<br>• Prepare documentation associated with charge-offs, account status updates, and placement of eligible accounts with collection agencies.<br>• Guide members toward appropriate financial assistance resources when additional support may improve repayment outcomes.<br>• Track portfolio activity, maintain accurate records in relevant systems, and manage follow-up actions to meet established recovery timelines and performance targets.<br>• Collaborate with internal partners and complete additional assigned tasks that support collections operations and account resolution efforts.
  • 2026-05-29T00:00:00Z
HR Generalist
  • Sunnyvale, CA
  • onsite
  • Temporary to Hire
  • 43.5385 - 50.413 USD / Hourly
  • We are looking for a proactive HR Generalist to join a growing team in Sunnyvale, California in a contract-to-permanent capacity. This role supports day-to-day human resources operations across recruiting coordination, employee records, payroll and benefits administration, compliance, and engagement efforts. The ideal candidate brings strong organizational skills, sound judgment with confidential information, and experience working with HRIS platforms such as ADP Workforce Now.<br><br>Responsibilities:<br>• Manage recruiting support activities by coordinating interviews, assisting with candidate flow, facilitating background screenings, and preparing onboarding documents<br>• Maintain organized and accurate personnel records while updating employee information in HR systems, including ADP Workforce Now or comparable platforms<br>• Partner with payroll and benefits contacts to process employee changes, support enrollment updates, and help ensure timely and accurate transactions<br>• Assist with onboarding, offboarding, and other key employee lifecycle processes to create a smooth and compliant experience<br>• Support performance review cycles by tracking timelines, preparing documentation, and helping managers and employees navigate required steps<br>• Help administer separation processes by preparing appropriate records and ensuring documentation is handled properly and confidentially<br>• Contribute to employee engagement programs by coordinating events, recognition activities, and communication efforts that promote a positive workplace culture<br>• Prepare HR forms, correspondence, and reports while providing general administrative support to keep department operations running efficiently<br>• Monitor HR practices for alignment with federal and state employment requirements as well as established company policies and procedures
  • 2026-06-01T00:00:00Z
Accounting Manager
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 95 - 110 USD / Hourly
  • We are looking for an experienced Accounting Manager to support a registered real estate fund in San Francisco, California. This is a Long-term Contract opportunity focused on maintaining accurate financial reporting, overseeing core accounting activities, and providing interim leadership coverage during a critical period. The ideal candidate brings a strong background in real estate accounting and is comfortable working across fund-level and general ledger processes in a deadline-driven environment.<br><br>Responsibilities:<br>• Lead monthly close activities by reviewing entries, reconciliations, and supporting schedules to ensure timely and accurate reporting.<br>• Oversee general ledger accuracy and resolve accounting issues by analyzing balances, researching variances, and maintaining proper documentation.<br>• Review financial statements for completeness and compliance, ensuring reports align with applicable accounting standards and fund requirements.<br>• Manage account reconciliation work across key balance sheet and income statement areas, following up on discrepancies and driving resolution.<br>• Prepare and approve journal entries with clear support, strong internal controls, and appropriate accounting treatment.<br>• Support audit and financial statement review activities by coordinating requested documentation and responding to inquiries from internal and external stakeholders.<br>• Contribute accounting expertise related to real estate fund operations, including property-level activity and fund accounting considerations.<br>• Utilize Yardi where applicable to review transactions, support reporting, and strengthen accounting workflows.
  • 2026-05-29T00:00:00Z
Attorney/Lawyer
  • Redwood City, CA
  • remote
  • Permanent / Full Time
  • 120000 - 200000 USD / Yearly
  • <p>We are looking for a dedicated Attorney to join our team in Redwood City, California. This role offers the opportunity to handle complex commercial litigation cases, including insurance coverage disputes and bad faith claims. The ideal candidate will thrive in a fast-paced environment while delivering high-quality legal research, writing, and advocacy. Open to a hybrid or fully remote schedule and offering an annual salary of up to $200k DOE with excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough legal research and draft motions, pleadings, and other legal documents.</p><p>• Manage cases involving complex commercial litigation, including insurance coverage and bad faith matters.</p><p>• Represent clients at court hearings, depositions, and trials based on experience level.</p><p>• Prepare for and defend depositions, ensuring thorough documentation and case preparation.</p><p>• Collaborate with team members to develop case strategies and deliver effective legal solutions.</p><p>• Engage in client communications to provide updates and legal advice regarding case progress.</p><p>• Maintain organized documentation and case files to ensure efficient management.</p><p>• Stay updated on relevant legal precedents and industry trends to strengthen case arguments.</p><p>• Participate in a hybrid or remote work arrangement supported by advanced technical tools.</p>
  • 2026-05-14T00:00:00Z
Attorney/Lawyer
  • Napa, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 190000 USD / Yearly
  • <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>
  • 2026-05-12T00:00:00Z
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