Add your latest resume to match with open positions.
821 results in Pleasanton, CA
- Modesto, CA
- onsite
- Permanent / Full Time
- 120000 - 145000 USD / Yearly
- We are looking for an Associate Attorney (Trusts & Estates) to join a respected legal team in Modesto, California. This role focuses on guiding individuals and families through estate planning and trust administration with thoughtful legal counsel and precise document preparation. The attorney will work directly with clients and alongside internal and external professionals to deliver practical solutions related to wealth transfer, fiduciary matters, and long-term planning.<br><br>Responsibilities:<br>• Create and refine comprehensive estate planning instruments, including trusts, wills, powers of attorney, and advance health care directives tailored to client objectives.<br>• Advise clients on strategies involving wealth preservation and transfer, with attention to gift, estate, and generation-skipping tax considerations.<br>• Oversee trust administration matters from initial review through final distribution, ensuring timely progress and legal compliance.<br>• Provide guidance to trustees, executors, fiduciaries, and beneficiaries on duties, rights, and issues arising during estate and trust administration.<br>• Prepare transfer-related documentation and recommend appropriate asset funding steps to align plans with client intentions.<br>• Partner with attorneys, paralegals, accountants, financial professionals, and other advisors to support coordinated client service.<br>• Build and maintain strong client relationships while contributing to the firm’s outreach and business development efforts.<br>• Support related dispute matters as needed through legal research, motion drafting, briefing, and discovery activities.
- 2026-11-12T00:00:00Z
- Oakland, CA
- onsite
- Permanent / Full Time
- 50000 - 70000 USD / Yearly
- We are looking for a skilled Legal Assistant to join our team in Oakland, California. This role requires expertise in civil litigation procedures and fluency in both English and Spanish. The ideal candidate will be detail-oriented, proficient in legal document preparation, and possess excellent organizational and communication skills.<br><br>Responsibilities:<br>• Prepare and draft routine legal documents, including complaints, discovery materials, motions, and briefs.<br>• Manage e-filing processes and ensure timely submission of court documents.<br>• Coordinate and maintain legal calendars, including deadlines and court appearances.<br>• Conduct thorough analysis and prioritization of legal tasks and projects.<br>• Utilize Microsoft Word, Excel, Outlook, and Adobe Acrobat Pro efficiently to support legal operations.<br>• Communicate effectively in English and Spanish to assist with bilingual legal needs.<br>• Apply in-depth knowledge of California Superior Court civil litigation rules and procedures.<br>• Ensure accuracy and compliance in all court filings and documentation.<br>• Collaborate with attorneys and other team members to meet case deadlines and objectives.
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p>We are looking for a skilled litigation attorney with extensive experience in handling cases from initiation through trial. The ideal candidate will bring exceptional legal writing, oral advocacy skills, and a deep understanding of complex commercial litigation to the role. This is an exciting opportunity to work on complex commercial cases in a dynamic legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage litigation cases from inception through trial, ensuring effective representation and strategic case handling.</p><p>• Draft and file motions, briefs, and other legal documents with precision and attention to detail.</p><p>• Conduct thorough discovery, including interrogatories, depositions, and document reviews.</p><p>• Develop and execute litigation strategies tailored to each case's unique circumstances.</p><p>• Represent clients in court proceedings, delivering persuasive arguments and advocating for their interests.</p><p>• Analyze complex commercial litigation matters to provide informed legal advice and solutions.</p><p>• Collaborate with legal teams to address case challenges and meet deadlines.</p><p>• Maintain compliance with all legal and ethical standards while managing multiple cases.</p><p>• Research and interpret laws, regulations, and precedents to support case strategies.</p><p>• Communicate effectively with clients to understand their needs and provide updates on case progress.</p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 115000 - 180000 USD / Yearly
- <p>Our client is seeking an Unlawful Detainer Attorney to represent landlords and property owners in eviction proceedings and landlord-tenant disputes. The ideal candidate will have strong litigation skills, knowledge of California landlord-tenant law, and experience handling cases under San Francisco’s rent control ordinances.</p><p>Key Responsibilities:</p><ul><li>Represent landlords in unlawful detainer (eviction) proceedings from pre-litigation notices to trial.</li><li>Draft and serve notices to vacate, including 3-day notices to pay or quit, cure or quit, and termination notices.</li><li>File and litigate unlawful detainer cases, including motions, discovery, settlement negotiations, and trial.</li><li>Appear in court hearings and trials in San Francisco and surrounding Bay Area courts.</li><li>Provide legal counsel on rent control laws, tenant buyout agreements, and property management compliance.</li><li>Defend landlords against wrongful eviction, habitability claims, and fair housing complaints.</li><li>Work with property managers, real estate investors, and property owners to ensure legal compliance.</li></ul><p><br></p>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 80000 - 120000 USD / Yearly
- <p>We are looking for an experienced Legal Assistant/Paralegal to support a small practice in the East Bay. This role combines substantive paralegal work with legal administrative and office coordination responsibilities in a firm focused on real estate, construction, and business disputes. The ideal candidate brings strong judgment, advanced organizational skills, and confidence using legal technology in a fast-paced civil litigation environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage case documents from intake through trial, including organizing, reviewing, and analyzing records for active civil litigation matters.</p><p>• Prepare discovery materials and assist with drafting pleadings, motions, and other case-related documents as needed.</p><p>• Conduct legal research using platforms such as Westlaw and other technology tools to support attorneys in case strategy and preparation.</p><p>• Evaluate and screen prospective client inquiries, gathering key information and helping determine next steps for attorney review.</p><p>• Coordinate trial preparation by assembling exhibits, binders, and other materials required for hearings, depositions, and trial.</p><p>• Handle civil court filings, arrange service of documents, and ensure submissions meet court rules and deadlines.</p><p>• Maintain calendars and scheduling for litigation events, client meetings, and court-related obligations.</p><p>• Build and maintain organized electronic and administrative files, while also supporting office operations, recordkeeping, and supply management.</p><p>• Assist with accounts payable and accounts receivable tasks to help keep daily firm operations running smoothly.</p>
- 2026-11-12T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 200000 - 250000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Assistant Controller</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Family Office + Alternative Investments</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p><strong>The Opportunity</strong></p><p>Join a sophisticated investment organization as an <strong>Assistant Controller</strong>, supporting both investment and real estate accounting. This highly visible role offers broad exposure across private investments, property operations, financial reporting, and process improvement, with a strong focus on automation and accounting excellence.</p><p><br></p><p><strong>Key areas of responsibility include:</strong></p><ul><li>Investment and partnership accounting</li><li>Real estate and property accounting</li><li>Financial reporting and consolidations</li><li>Month-end close and cash planning</li><li>Process improvement, automation, and AI initiatives</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting and reporting for private investments, including capital activity, valuations, reconciliations, and K-1 reporting.</li><li>Manage property and real estate accounting, including budgets, operating expenditures, capital projects, and entity consolidations.</li><li>Support monthly and annual close activities, financial reporting, cash forecasting, and tax-related filings.</li><li>Partner with investment, finance, and operational teams to drive reporting accuracy and business insights.</li><li>Strengthen internal controls, improve accounting processes, and leverage technology and AI tools to enhance efficiency and scalability.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 190000 - 200000 USD / Yearly
- <p>We are looking for an experienced Employment Attorney to join a well established team in San Jose, California. This opportunity is suited to a lawyer who can independently drive employment matters from initial assessment through resolution while delivering practical counsel to clients on workplace compliance and dispute prevention. The role offers a broad practice spanning litigation, advisory work, and training, and would be a strong fit for someone with solid courtroom experience and strong written and verbal advocacy skills.</p><p><br></p><p>Responsibilities:</p><p>• Lead employment matters through all phases of litigation, from early case evaluation and strategy through discovery, motion practice, hearings, and resolution.</p><p>• Represent clients in wage and hour disputes, discrimination claims, wrongful termination cases, and related workplace actions in state and federal court.</p><p>• Take and defend depositions, prepare witnesses, and serve as primary counsel in contested matters with limited supervision.</p><p>• Draft persuasive motions, briefs, pleadings, and other case documents with a high level of accuracy and strategic focus.</p><p>• Advise employers on compliance with wage and hour rules, leave requirements, workplace policies, and California labor regulations.</p><p>• Respond to administrative agency complaints and guide clients through investigations, pre-litigation disputes, and risk management considerations.</p><p>• Support employers with policy development, compliance initiatives, and training programs designed to reduce workplace legal exposure.</p><p>• Handle complex employment matters, including class and representative actions, while maintaining strong client communication and case organization.</p>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 160000 USD / Yearly
- <p>We are looking for a skilled Litigation Attorney to join an established law firm in Walnut Creek, California. This role offers an exciting opportunity to work with a highly respected firm specializing in construction litigation. If you thrive in a collaborative environment and are passionate about delivering exceptional legal solutions, we encourage you to apply. 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>• Handle various aspects of litigation, including preparing pleadings, drafting motions, and managing discovery processes.</p><p>• Conduct legal research and analysis to support case strategies and provide informed recommendations to clients.</p><p>• Represent clients in mediation and dispute resolution proceedings to achieve favorable settlements.</p><p>• Take and defend depositions with professionalism and attention to detail.</p><p>• Collaborate with team members to develop comprehensive legal strategies and solutions.</p><p>• Manage settlement agreements and ensure compliance with negotiated terms.</p><p>• Provide legal guidance and representation in matters related to community association law.</p><p>• Argue motions effectively in court to support case objectives.</p><p>• Maintain clear and persuasive communication with clients and stakeholders to address their legal needs.</p><p>• Stay updated on relevant legal developments and apply knowledge to enhance case outcomes.</p>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 140000 - 160000 USD / Yearly
- <p>We are looking for a dedicated and skilled Trust Litigation Attorney to join an established trusts and estates practice. In this role, you will handle a variety of estate-related disputes, including trust and probate litigation, contested wills, and conservatorship matters. This position offers a unique opportunity to provide strategic legal counsel, advocate for clients, and contribute to achieving favorable outcomes in complex cases. 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 estate-related litigation, including disputes involving trusts, wills, and conservatorships.</p><p>• Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters.</p><p>• Draft and file legal documents such as motions, pleadings, discovery requests, and briefs for estate litigation.</p><p>• Conduct depositions, interview witnesses, and prepare expert testimony for court proceedings.</p><p>• Advocate for clients in courtroom trials, mediation sessions, and settlement negotiations.</p><p>• Collaborate with executors, trustees, beneficiaries, and family members to navigate probate and conservatorship processes.</p><p>• Monitor compliance with relevant estate planning, probate, and conservatorship laws and regulations.</p><p>• Provide clear and strategic legal advice to clients throughout the litigation process.</p>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 150000 - 225000 USD / Yearly
- <p>Boutique law firm is seeking a skilled Attorney to join their collegial team in Walnut Creek, California. This role involves providing expert advice and counsel on employment law matters, including wage and hour issues, litigation, and compliance. The ideal candidate will bring a strong background in employment law and a commitment to delivering exceptional legal guidance to clients. 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>• Advise clients on employment law matters, including compliance with state and federal regulations.</p><p>• Handle employment litigation cases, including preparation and representation during depositions.</p><p>• Provide counsel on wage and hour issues and ensure adherence to legal standards.</p><p>• Draft and review legal documents related to employment law, such as contracts and policies.</p><p>• Represent clients in hearings, trials, and other legal proceedings as needed.</p><p>• Conduct in-depth legal research to support case strategies and client advisement.</p><p>• Collaborate with clients to develop effective solutions to complex employment-related challenges.</p><p>• Stay updated on changes in employment law and provide proactive guidance to clients.</p><p>• Work closely with other attorneys and legal staff to ensure seamless case management.</p><p>• Maintain accurate and organized case files and documentation.</p>
- 2026-11-12T00:00:00Z
- 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>Fund Accounting Manager | Venture Capital Firm | San Francisco; Hybrid </strong></p><p> </p><p>Join a leading San Francisco venture firm investing across AI, enterprise software, fintech, healthcare, robotics, deep tech, and other complex sectors. With a strong track record and a hands-on model that blends investing with talent and company-building, the firm offers a unique seat at the intersection of venture, finance, and operations.</p><p> </p><p>This role will support accounting, reporting, fund operations, audit, tax, and strategic finance across multiple venture funds and related entities. This is a high-impact, hands-on role with exposure to senior leadership, fundraising, and new fund launches.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund closes across multiple entities</li><li>Oversee capital calls, distributions, fees, carry, and allocations</li><li>Prepare financial statements and investor reporting</li><li>Review investment activity, valuations, and fund waterfalls</li><li>Manage cash, liquidity, commitments, and funding flows</li><li>Coordinate with fund admins, auditors, and tax advisors</li><li>Support new funds, SPVs, and operational improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 160000 - 190000 USD / Yearly
- <p>Well respected multi office firm is looking for an accomplished Senior Attorney to join their trusts and estates practice in one of their 3 locations (Menlo Park, San Francisco, or Sacramento). This role is well suited for a lawyer who brings substantial experience in estate planning, probate, and trust administration, and who values direct client partnership on complex legal matters. The position offers the opportunity to guide sophisticated engagements, deliver thoughtful legal strategies, and support the continued growth of less experienced team members.</p><p><br></p><p>Responsibilities:</p><p>• Counsel individuals and families on estate planning strategies, including the preparation of wills, trusts, and transfer structures designed to meet personal and financial objectives.</p><p>• Lead probate and trust administration matters through each stage of the process, ensuring timely progress, accurate filings, and practical issue resolution.</p><p>• Oversee the quality and accuracy of legal work produced by less-experienced attorneys and support staff, offering direction as matters progress.</p><p>• Mentor junior attorneys through feedback and day to day collaboration to strengthen the overall practice team.</p><p>• Manage a full workload independently while maintaining high standards of responsiveness, organization, and client service.</p><p>• Contribute to a cooperative office culture and support the continued development and success of the practice group.</p>
- 2026-11-12T00:00:00Z
- Alameda, CA
- remote
- Permanent / Full Time
- 140000 - 190000 USD / Yearly
- <p>Boutique California law firm is seeking a senior litigation attorney to join their team on a remote basis. This role will play a crucial role in handling federal court cases and managing matters independently and is well-suited for a candidate with strong analytical, research, and writing skills. This role can be fully remote anywhere in the United States, but this person must hold an ACTIVE CALIFORNIA BAR ADMISSION. 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><br></p><p>• Handle federal court cases, utilizing strong analytical and research skills.</p><p>• Conduct independent management of matters requiring legal expertise.</p><p>• Work on ERISA delinquent contributions and withdrawal liability cases.</p><p>• Apply your background in employment law and financing to relevant cases.</p><p>• Defend depositions, showcasing your trial experience.</p><p>• Contribute to civil litigation cases, utilizing your experience and skills.</p>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 180000 - 250000 USD / Yearly
- <p>Well-known California firm is seeking a skilled litigation attorney to join their team. The ideal candidate will have experience managing complex legal cases and a proven ability to independently handle litigation matters. This role offers an excellent opportunity to work in a dynamic environment with a hybrid flexible schedule, competitive compensation, and comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in complex litigation cases, ensuring their interests are effectively advocated.</p><p>• Prepare and draft legal documents, including motions, briefs, and discovery materials.</p><p>• Conduct thorough legal research to support case strategies and arguments.</p><p>• Collaborate with colleagues and clients to develop and execute litigation plans.</p><p>• Analyze and interpret real estate law and other relevant legal frameworks.</p><p>• Attend court hearings and proceedings, presenting cases with confidence and professionalism.</p><p>• Manage case files, ensuring all documentation is accurate and organized.</p><p>• Provide mentorship and guidance to attorneys with less experience as needed.</p><p>• Maintain up-to-date knowledge of legal trends and changes in relevant practice areas.</p>
- 2026-11-12T00:00:00Z
- Oakland, CA
- remote
- Permanent / Full Time
- 150000 - 200000 USD / Yearly
- <p>Established law firm is seeking an Associate Attorney to join their dynamic team. This remote role offers an opportunity to engage in challenging civil litigation cases, focusing on combating insurance fraud and advocating for justice on behalf of our clients. The ideal candidate will bring strong analytical and writing skills, a collaborative mindset, and a willingness to take on significant responsibilities from the outset. This person MUST RESIDE IN CALIFORNIA, TEXAS, OR WASHINGTON & have an active California bar license. 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 civil litigation cases, with a primary focus on insurance fraud matters.</p><p>• Conduct legal research, draft pleadings, and prepare comprehensive legal documents.</p><p>• Participate in depositions, including both conducting and defending them effectively.</p><p>• Manage the discovery process, including drafting and responding to discovery requests.</p><p>• Collaborate with team members to develop and execute litigation strategies.</p><p>• Handle pre-trial and trial responsibilities, including preparing evidence and presenting cases in court.</p><p>• Communicate and negotiate with opposing counsel to seek resolutions or settlements when appropriate.</p><p>• Maintain up-to-date knowledge of relevant laws and regulations affecting insurance fraud cases.</p><p>• Foster strong client relationships through regular communication and updates on case progress.</p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 USD / Yearly
- <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 investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 70000 - 90000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 USD / Yearly
- <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 investment management and wealth advisory firm with a long-standing history of serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is looking to add a <strong>Wealth Advisor</strong> to its San Francisco team.</p><p>This is an excellent opportunity for a financial planning professional who enjoys working directly with clients, developing comprehensive financial plans, and partnering with experienced Portfolio Managers to deliver thoughtful, personalized wealth strategies.</p><p>What really sets this opportunity apart is the team culture. This is a close-knit, collaborative group that believes in shared ownership of client relationships. Everyone works together, supports one another, and takes pride in delivering an exceptional client experience.</p><p><br></p><p>What You'll Do</p><ul><li>Develop and maintain comprehensive financial plans tailored to clients' financial goals and long-term objectives.</li><li>Partner with Portfolio Managers to oversee client relationships and implement investment strategies.</li><li>Evaluate clients' financial needs, including cash flow, retirement, tax, estate, philanthropic, and sustainable investing considerations.</li><li>Present financial plans and investment recommendations in a clear, approachable, and client-friendly manner.</li><li>Monitor client portfolios and financial plans, proactively making adjustments as circumstances and goals evolve.</li><li>Build trusted relationships with high-net-worth and ultra-high-net-worth individuals, families, and foundations.</li><li>Participate in prospect meetings, networking, and business development initiatives.</li><li>Collaborate with colleagues across the team to ensure clients receive consistent, personalized support.</li></ul><p><br></p>
- 2026-11-12T00:00:00Z
- Napa, CA
- onsite
- Permanent / Full Time
- 150000 - 210000 USD / Yearly
- <p>Established boutique law firm is seeking a midlevel to senior trust litigation attorney to join their firm. This firm offers a low billable requirement, a congenial work atmosphere, and established bonus structure. 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><br></p><p>As a Trust Litigation Attorney, you will be handling a wide range of trust and estate litigation matters such as disputes over trust and estate administration, elder abuse, accounting and removal actions, breach of fiduciary duty, claims of undue influence, and contested conservatorships among others.</p><p><br></p><p>Key Duties:</p><p><br></p><p>Represent clients in court or before government agencies</p><p>Prepare and draft legal documents on behalf of clients</p><p>Advise clients on business and legal issues</p><p>Negotiate settlements for legal disputes</p><p>Comply with all legal standards and regulations</p><p>Communicate effectively with clients, colleagues and opposing counsel</p>
- 2026-11-12T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 175000 - 250000 USD / Yearly
- <p>High end boutique firm is seeking an associate attorney to join their team. This is a hybrid remote role. If you are eager to learn from an experienced partner with an interest in furthering their career and looking for an opportunity where you will thrive, this could be the job for you. The permanent Attorney will work in the Walnut Creek, California, area.</p><p>How you will make an impact</p><p><br></p><p>- Supporting attorneys and staff within the practice groups department</p><p><br></p><p>- Communicate with clients and opposing counsel</p><p><br></p><p>- Analyze and summarize legal documents</p><p><br></p><p>- Legal research and drafting of a wide range of legal documents</p>
- 2026-11-12T00:00:00Z
- San Mateo, CA
- onsite
- Temporary / Contract
- 23 - 27 USD / Hourly
- <p><strong>Job Summary:</strong></p><p>Our client is seeking a professional and personable Receptionist to serve as the first point of contact for visitors, clients, and employees. This individual will play a key role in creating a welcoming environment while supporting daily administrative operations. The ideal candidate is organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced office setting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist visitors, clients, and staff in a professional manner</li><li>Answer, screen, and direct incoming phone calls</li><li>Manage front desk operations and maintain a clean, organized reception area</li><li>Handle mail distribution, packages, and courier services</li><li>Schedule meetings and coordinate conference room bookings</li><li>Provide administrative support such as data entry, filing, scanning, and document preparation</li><li>Monitor office supplies and place orders as needed</li><li>Support other departments with clerical tasks and special projects</li></ul>
- 2026-11-12T00:00:00Z
- San Francisco Bay Area, CA
- onsite
- Permanent / Full Time
- 85000 - 90000 USD / Yearly
- <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>ACCOUNTANT - PROPERTY ACCOUNTANT</strong></p><p><br></p><p>Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.</p><p>Responsibilities:</p><p>-General ledger, month-end close of multiple entities/portfolios</p><p>-Prepare and review complex account reconciliation and journal entries</p><p>-Perform analytical review in support of the monthly close process.</p><p>-Prepare monthly analysis of account variances </p><p>-Prepare annual audit schedules</p><p><br></p>
- 2026-11-12T00:00:00Z
- San Jose, CA
- onsite
- Temporary / Contract
- 32 - 38 USD / Hourly
- We are seeking a dependable, detail-oriented Accounting & Project Support Associate to join our company. This<br>entry-level position shares responsibility for accounts payable invoice entry and job cost coding, and also<br>provides general administrative support to our Accounting and Project teams. Because you will work with a few<br>groups within those teams, the ability to juggle requests and keep people informed is important. The ideal<br>candidate is eager to learn and comfortable with a variety of tasks.<br>Essential Duties and Responsibilities<br>Accounts Payable<br>• Enter vendor invoices into Sage 300 CRE accurately and on time, including invoices that come through<br>our purchasing application, Kojo.<br>• Distribute invoice costs to the correct jobs using job numbers, cost codes and other tracking codes.<br>• Verify invoices against purchase orders and receiving documentation, and route discrepancies or missing<br>information to the appropriate Project or Accounting team member.<br>• Match invoice copies to payment documents, as directed by the AP Manager.<br>Administrative Support<br>• Share in answering and directing incoming calls.<br>• Run and distribute standard reports from Sage 300 CRE to Accounting and Project team members.<br>• Scan, index and save documents to the appropriate electronic files.<br>• Keep all printers and copiers stocked with paper and supplies, including the KIP wide-format printer.<br>• Perform a wide variety of other clerical tasks in support of the Accounting and Project teams as needed.
- 2026-11-11T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 220000 - 275000 USD / Yearly
- <p>Rare opportunity for a CPA Controller with Yardi and real estate experience to join a financially stable South Bay real estate owner/operator offering direct ownership interaction, broad financial leadership responsibilities, the ability to make a visible impact across the organization, and long-term career stability.</p><p><br></p><p>The Controller serves as the senior financial leader for the operating portfolio and oversees accounting, financial reporting, treasury management, payroll administration, tax compliance coordination, insurance programs, corporate governance, and selected family office activities.</p><p>This position combines hands-on accounting leadership with executive-level financial responsibilities, making it ideal for a CPA who enjoys both managing details and contributing to higher-level business strategy.</p><p>The Controller partners closely with ownership while supervising a small accounting team and maintaining responsibility for accurate reporting, cash management, compliance, internal controls, and financial stewardship across a diverse real estate organization.</p><p><br></p><p>Key Responsibilities</p><p>Financial Reporting & Accounting Leadership</p><ul><li>Lead accounting operations across multiple entities and operating businesses</li><li>Oversee monthly close, financial reporting, account reconciliations, and ownership reporting</li><li>Ensure strong internal controls and compliance with accounting policies</li><li>Analyze operating performance and financial results</li><li>Manage intercompany transactions, allocations, and funding activities</li><li>Drive process improvements and operational efficiencies</li></ul><p>Real Estate Accounting</p><ul><li>Oversee accounting and reporting for 14 manufactured housing communities</li><li>Monitor property-level performance and financial results</li><li>Manage accounting for rental revenue, capital improvements, property taxes, insurance, and utility operations</li><li>Support acquisitions, dispositions, and occasional 1031 exchange transactions</li><li>Maintain partnership ownership records and capital accounts</li></ul><p>Treasury & Cash Management</p><ul><li>Serve as the organization's primary treasury leader</li><li>Manage over 80 bank accounts and banking relationships</li><li>Oversee cash positioning, liquidity management, partner distributions, ACH activity, and wire transfers</li><li>Prepare cash flow forecasts and funding analyses</li><li>Coordinate intercompany transfers and capital funding requirements</li></ul><p>Tax & Compliance Coordination</p><p>Partner with external CPA firms and advisors regarding:</p><ul><li>50+ partnership and LLC tax returns</li><li>Corporate tax filings</li><li>Trust and fiduciary returns</li><li>Individual tax engagements</li><li>Approximately 250 annual K-1 filings</li></ul><p>Leadership & Business Partnership</p><ul><li>Mentor and develop accounting staff</li><li>Act as a key financial advisor to ownership</li><li>Coordinate with bankers, attorneys, insurance providers, auditors, and outside advisors</li><li>Support strategic initiatives and special projects</li><li>Improve processes, controls, and reporting capabilities</li></ul><p><br></p><p><br></p>
- 2026-11-11T00:00:00Z
- Sunnyvale, CA
- onsite
- Temporary / Contract
- 19.95 - 23.1 USD / Hourly
- <p>We are looking for a dependable and service-oriented Client Service Representative to support daily branch operations in California. This contract position is expected to run for 90 days and is ideal for someone who enjoys assisting customers, handling financial transactions accurately, and maintaining a detail-oriented branch experience. The role combines front-line client support with careful cash management, recordkeeping, and compliance with banking procedures.</p><p><br></p><p>Responsibilities:</p><p>• Process routine banking activity such as deposits, withdrawals, loan payments, and account-related requests with accuracy and efficiency.</p><p>• Respond to client questions and resolve account concerns in a courteous, solutions-focused manner that supports a positive branch experience.</p><p>• Explain available banking services, products, and promotional offerings to help customers identify appropriate solutions for their needs.</p><p>• Maintain precise transaction records, protect confidential financial information, and use banking systems to document activity and prepare required reports.</p><p>• Reconcile cash drawers at the end of each day, research any imbalances, and complete balancing tasks within established deadlines.</p><p>• Organize and secure cash and coin for vault storage while following branch cash-control procedures.</p><p>• Follow bank policies, security standards, and regulatory requirements when handling money, records, and sensitive customer data.</p><p>• Keep the teller area orderly and detail-oriented while contributing to a welcoming environment for customers and team members.</p><p>• Build strong relationships with branch clients through attentive service and consistent follow-through on routine banking needs.</p>
- 2026-11-11T00:00:00Z