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694 results in San Francisco, CA

Accounts Receivable Specialist

San Francisco, California
remote
Temporary / Contract
25 - 30 USD / Hourly
We are looking for an Accounts Receivable Specialist to join a contract engagement supporting a high-volume billing environment in San Francisco, California. This role is ideal for someone who can manage invoicing with accuracy, work independently, and collaborate effectively with cross-functional teams. The position focuses on translating contract details into billing activity, resolving discrepancies, and helping maintain smooth revenue operations in a fully remote setting. Responsibilities: • Generate a large monthly volume of customer invoices with a strong focus on accuracy, completeness, and timely processing. • Review contract documentation and enter billing information into NetSuite SuiteBilling to ensure orders are set up correctly. • Interpret complex order forms and billing terms to support accurate invoicing across a high-transaction workload. • Partner with Sales Operations to investigate inconsistencies and confirm billing data aligns with contractual agreements. • Coordinate with the Revenue team by preparing billing records for review and addressing issues that may affect invoice accuracy. • Maintain dependable execution of recurring billing tasks while managing deadlines during peak invoicing periods. • Support daily accounts receivable activities by validating data, monitoring billing workflows, and helping keep records organized. • Contribute to billing process continuity in a recently implemented SuiteBilling environment by following established procedures and identifying errors promptly.
2026-09-17T00:00:00Z

Receptionist

Palo Alto, California
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for a detail-oriented Receptionist to support daily front-desk operations in California. This long-term contract position is ideal for someone who is comfortable managing a busy phone line, welcoming visitors, and handling confidential information with discretion. The right candidate will bring strong communication skills, sound judgment, and an experienced approach to administrative support in a detail-oriented office environment. Responsibilities: • Greet guests and staff in a courteous manner while creating an organized and detail-oriented front-desk experience. • Answer and direct incoming calls using a multi-line phone system, ensuring messages are accurate and routed promptly. • Support day-to-day administrative activities such as managing incoming requests, tracking priorities, and assisting with assigned office tasks. • Prepare, organize, and safeguard sensitive documents and information in accordance with confidentiality expectations. • Coordinate with leadership and client contacts to provide updates on assignments, timelines, and service-related concerns. • Assist with additional projects as business needs evolve and help maintain smooth office operations. • Monitor the reception area to ensure visitors are assisted efficiently and internal teams receive timely support.
2026-09-04T00:00:00Z

Staff Accountant

San Mateo, California
onsite
Temporary / Contract
38 - 48 USD / Hourly
Staff Accountant – Full-Time Engagement Professional (FTEP)Location: San Mateo County / Peninsula / Bay Area (Hybrid & On-Site Opportunities)Employment Type: Full-Time Engagement Professional (FTEP)Compensation: Competitive Base Salary + Overtime + Bonus Eligibility + Comprehensive Benefits About the RoleRobert Half's Full-Time Engagement Professionals (FTEP) practice is seeking a Staff Accountant with NetSuite or similar ERP experience to join our team. As a Full-Time Engagement Professional, you will be a full-time employee of Robert Half while supporting a variety of client organizations through project-based assignments and interim accounting engagements.This role is ideal for accounting professionals who enjoy exposure to different industries, systems, and business challenges while maintaining the stability and benefits of full-time employment. Key Responsibilities<ul><li>Prepare and post journal entries, accruals, reclassifications, and general ledger transactions.</li><li>Perform month-end, quarter-end, and year-end close activities.</li><li>Reconcile bank accounts, balance sheet accounts, and general ledger accounts.</li><li>Analyze financial transactions and investigate variances.</li><li>Assist with financial statement preparation and reporting.</li><li>Maintain fixed asset schedules, prepaid expenses, and depreciation calculations.</li><li>Support Accounts Payable, Accounts Receivable, Payroll, and Cash Management functions as needed.</li><li>Participate in accounting clean-up projects, system implementations, and process improvement initiatives.</li><li>Assist internal and external audit requests.</li><li>Ensure compliance with GAAP, company policies, and internal controls.</li><li>Utilize NetSuite or similar ERP systems to support accurate financial reporting and data integrity.</li></ul>Required Qualifications<ul><li>Bachelor's degree in Accounting, Finance, or related field.</li><li>2+ years of accounting experience.</li><li>Experience with month-end close and account reconciliations.</li><li>Hands-on experience with NetSuite or a comparable ERP system including: Oracle, SAP, Sage Intacct, Microsoft Dynamics, Workday Financials</li><li>Strong understanding of GAAP.</li><li>Advanced Microsoft Excel skills including Pivot Tables, XLOOKUP/VLOOKUP, and data analysis.</li><li>Strong analytical, organizational, and communication skills.</li><li>Ability to quickly adapt to new environments, systems, and teams.</li></ul>
2026-09-18T00:00:00Z

Sr. Controller

San Francisco, California
onsite
Permanent / Full Time
150000 - 225000 USD / Yearly
The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of allaccounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk managementand mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.Duties:• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.● Maintains accurate and current books and records for all assigned entities.● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.● Maintains accurate and timely records of intercompany transactions.● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. ● Prepares annual financial plans in collaboration with estate management.● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintainseffective relationships with partners.● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware ofclaim status.● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.● Participates in special projects and initiatives as requested by the CEO.● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.
2026-09-01T00:00:00Z

Controller

San Francisco Bay Area, California
onsite
Permanent / Full Time
180000 - 250000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL200K-250K Responsibilities-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds-Maintain the general ledgers and accounting entries for the Family and their investment portfolio- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.-Preparation of quarterly performance track record reporting-Liaise with external auditors and manage the annual audit process for the fund(s).- Work closely with Executive team on maintaining and improving the internal control framework -Manage and mentor a staff Requirements:-Bachelor’s degree in business, accounting, or finance-Public/private mix, CPA preferred-Family Office or Fund Accounting experience-Experience working with auditors and fund administrators required-Strong analytical skills, attention to detail, and accuracy
2026-09-15T00:00:00Z

Help Desk/Desktop Support Analyst

Palo Alto, California
onsite
Temporary / Contract
40 - 45 USD / Hourly
We are looking for a Help Desk/Desktop Support Analyst to provide day-to-day technical support for end users in Palo Alto, California. This Long-term Contract position is ideal for someone who enjoys resolving hardware, software, and access-related issues while delivering responsive service. The role focuses on maintaining a reliable desktop environment, assisting with Windows-based systems, and ensuring support requests are handled efficiently and professionally. Responsibilities: • Provide first-line technical assistance for desktop, laptop, and basic peripheral issues affecting end users. • Diagnose and resolve problems related to Microsoft Windows environments, including Windows 10 system performance and usability concerns. • Manage user account support tasks such as password resets, access updates, and directory-related requests within Active Directory. • Respond to service desk tickets in a timely manner, document troubleshooting steps, and communicate resolution status clearly to users. • Escalate more complex incidents when needed while maintaining ownership of issues through completion. • Assist with workstation setup, software installation, and general configuration to support daily business operations. • Perform routine troubleshooting to identify root causes and restore service with minimal disruption to users.
2026-08-27T00:00:00Z

Controller

Santa Clara County, California
onsite
Permanent / Full Time
110000 - 115000 USD / Yearly
Natalie Lue with Robert Half is partnering with a growing organization seeking a hands-on Accounting Manager who is eager to step into a future Controller-level role. This is an excellent opportunity for a strong accounting leader who enjoys partnering with operations, driving process improvements, and influencing key business decisions. The ideal candidate will bring experience from restaurant, hospitality, entertainment, food service, retail, or other fast-paced, customer-focused environments. Responsibilities include:<ul><li>Leading month-end close and financial reporting</li><li>Budgeting, forecasting, and financial analysis</li><li>Payroll oversight and compliance</li><li>Cost controls and operational performance analysis</li><li>Supporting leadership with strategic financial insights</li><li>Partnering cross-functionally to improve processes and drive efficiencies</li></ul>This role offers strong visibility to leadership, the opportunity to influence business strategy, and a clear path toward a Controller title as the organization continues to grow.
2026-09-14T00:00:00Z

Fund Accounting Manager

San Francisco, California
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
Anisa Henry is partnered with a growing venture capital investment firm seeking a Fund Accounting Manager to join its finance team. This role is responsible for overseeing the day-to-day fund accounting operations, financial reporting, cash management, investor reporting, and tax coordination across multiple investment vehicles. Reporting to senior finance leadership, the Fund Accounting Manager will play a critical role in ensuring accurate financial reporting, maintaining compliance with accounting standards, and supporting the firm's continued growth. This is a highly hands-on position suited for an experienced accounting professional who enjoys managing complex fund operations and working closely with internal stakeholders, investors, and external service providers. The ideal candidate will have strong technical accounting expertise, experience with private equity or venture capital fund structures, and the ability to thrive in a fast-paced, entrepreneurial environment. Why Join<ul><li>Opportunity to join a growing investment management firm with a collaborative and entrepreneurial culture.</li><li>High visibility role with direct exposure to senior leadership and fund operations.</li><li>Broad responsibility across accounting, reporting, investor relations, and fund management activities.</li><li>Chance to make a meaningful impact within an expanding organization focused on innovation and long-term growth.</li></ul>Schedule & Flexibility<ul><li>Hybrid and remote-friendly work environment.</li><li>Local employees may work onsite as little as once per week, with flexibility to come in more often.</li><li>Fully remote candidates are welcome, with travel accommodations provided for required onsite meetings.</li><li>Occasional quarter-end close periods may require several consecutive days of in-person collaboration.</li><li>Flexible scheduling, including the potential for a condensed workweek, while maintaining availability for key business needs and meetings.</li></ul>
2026-09-03T00:00:00Z

Sr. Credit Analyst

Santa Clara, California
onsite
Temporary / Contract
38 - 44 USD / Hourly
We are looking for an experienced Sr. Credit Analyst to support finance operations in California. This Long-term Contract opportunity is ideal for someone who is detail oriented and can evaluate customer risk, strengthen cash flow processes, and collaborate across departments in a fast-moving business environment. The role will contribute to sound credit decisions, efficient order-to-cash execution, and ongoing operational improvements that support company growth. Responsibilities: • Evaluate customer financial health by reviewing financial statements, annual filings, and related records to determine creditworthiness and establish appropriate exposure limits. • Oversee key activities across the order-to-cash process, including onboarding new customers, reviewing credit requests, validating sales orders, and supporting accurate account setup and billing readiness. • Drive commercial collections efforts by following up on outstanding balances, resolving payment disputes, and completing account reconciliations to improve timely cash receipt. • Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transactional issues, maintain compliance, and enable smooth business operations. • Perform order release assessments by confirming purchase order accuracy, customer terms, tax details, legal entity information, and required contract documentation before shipment or invoicing. • Submit invoices and payment-related documentation through customer platforms such as Ariba and Coupa while monitoring portal activity to reduce delays in payment processing. • Support compliance-focused finance activities, acquisition-related integration work, and initiatives tied to process refinement, automation, and evolving business requirements. • Use advanced Excel and internal systems to analyze account activity, track risk trends, and provide clear recommendations to stakeholders on credit-related matters.
2026-08-28T00:00:00Z

Staff Accountant | Real Estate

Emeryville, California
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Staff Accountant| Real Estate | East Bay; Hybrid A nationally recognized real estate development company is seeking a Staff Accountant to join a highly collaborative team. Key Responsibilities<ul><li>Manage the full-cycle accounts payable process, including invoice processing, vendor payments, and account reconciliations. </li><li>Prepare journal entries, reconcile general ledger accounts, and support the month-end and year-end close process. </li><li>Assist with preparing financial statements and maintaining accurate accounting records for real estate entities. </li><li>Support cash management activities, including bank reconciliations and monitoring account balances. </li><li>Prepare audit schedules and provide documentation for external audits, tax filings, and compliance reporting. </li><li>Ensure compliance with internal controls, accounting policies, and regulatory requirements. </li><li>Identify opportunities to improve accounting processes and contribute to special projects as needed.</li></ul>
2026-09-04T00:00:00Z

Sr. Financial Analyst

Napa, California
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Join a dynamic organization where finance plays a key role in shaping business strategy and operational performance. This highly visible position partners closely with leadership, production, and vineyard teams to drive budgeting, forecasting, financial reporting, and decision support. The ideal candidate brings strong analytical and financial modeling skills, experience with cost accounting and operational finance, and the ability to turn complex data into actionable business insights. This is an excellent opportunity for a finance professional who enjoys partnering with the business, influencing decisions, and helping drive growth and profitability. For confidential consideration or additional information, please contact: Robyn Rosemon 707.387.0299 Responsibilities:• Lead budgeting, forecasting, and long-range financial planning activities using Adaptive Planning and advanced Excel models, with particular focus on production assumptions and scenario development.• Develop and refresh rolling cost forecasts by facility and product line, incorporating grape supply expectations, bulk inventory levels, bottling timing, and planned product launches.• Estimate annual grape costs across vineyards, varietals, and brand allocations by analyzing contracted volumes, projected yields, farming expense patterns, and external purchase agreements.• Review monthly standard costs against actual results, investigate cost variances, and recommend updates to rates or assumptions when needed.• Work closely with winemaking and accounting partners to support accurate inventory valuation and proper cost layering within financial records.• Prepare and support monthly operating reports, quarterly board materials, external reporting packages, and ad hoc presentations for management.• Create performance reporting for operations, highlighting budget alignment, emerging risks, and improvement opportunities through clear financial insights.• Produce vineyard-level analyses covering cost per acre, cost per ton, yield performance, and related trends across owned and leased properties.• Build scenario models for blend choices, new product opportunities, product portfolio decisions, and capital investments such as vineyard development, replanting, or acquisitions.
2026-09-02T00:00:00Z

Sr. HR Generalist

Livermore, California
onsite
Temporary / Contract
40 - 40 USD / Hourly
Contract to Hire Role - 100% on-site in Livermore, CASenior HR Generalist - Sole HR Person for the OrganizationBilingual in English/Spanish highly preferred. We are looking for an experienced Sr. HR Generalist to support a dynamic organization in Livermore, California. This role will lead essential human resources activities across employee support, compliance, recruiting, benefits, and payroll. The ideal candidate brings broad HR expertise, sound judgment, and the ability to work independently while building strong partnerships across the business. Responsibilities:• Direct day-to-day human resources activities for a workforce of approximately 100 employees, ensuring smooth and effective HR service delivery.• Review, refine, and maintain HR policies, internal procedures, handbook content, and other core documentation to keep programs current and consistent.• Monitor adherence to employment regulations and HR standards at the federal, state, and local levels, with particular attention to California requirements.• Oversee employee records, HR data accuracy, reporting, and supporting documentation to maintain reliable and organized personnel information.• Guide employees and managers through key stages of the employment lifecycle, including hiring, onboarding, job changes, leave events, and separations.• Advise leadership on workforce planning, employee engagement efforts, performance concerns, corrective action, and policy interpretation.• Manage end-to-end recruitment activities across departments, including candidate coordination, interview scheduling, offer administration, and pre-employment onboarding steps.• Administer benefits and leave programs, serve as a point of contact for vendors and brokers, and support annual enrollment and employee education activities.• Process or supervise payroll updates related to hires, departures, compensation changes, and deductions while coordinating with payroll and finance contacts to resolve issues.
2026-09-01T00:00:00Z

Accounts Payable Clerk

Santa Clara, California
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
We are looking for an Accounts Payable Clerk to support day-to-day payment operations for a construction-focused environment in Santa Clara, California. This role is ideal for someone who is detail-oriented, organized, and confident handling high-volume invoices with accuracy and timeliness. The position will play an important part in maintaining clean financial records, coordinating disbursements, and ensuring vendor payments are processed correctly. Responsibilities: • Review incoming invoices, assign the correct cost codes, and enter payment data accurately into the accounting system. • Process accounts payable transactions from receipt through final approval while maintaining proper documentation. • Prepare and support scheduled check runs to ensure vendors are paid according to agreed terms. • Verify invoice details against purchase records, job cost information, and internal approvals before posting. • Maintain organized AP files and reconcile discrepancies by communicating with vendors and internal team members. • Use Foundation Software to record payable activity and keep financial information current and complete. • Assist with resolving payment questions, missing documentation, and invoice exceptions in a timely manner.
2026-09-16T00:00:00Z

Director of Fund Accounting

San Francisco, California
onsite
Temporary / Contract
118.75 - 137.5 USD / Hourly
We are looking for an experienced Director of Fund Accounting to provide finance and accounting leadership for a private equity real estate investment platform in San Francisco, California. This Long-term Contract opportunity is well suited to a hands-on, detail-oriented individual who can oversee fund and management company accounting while supporting accurate reporting, cash oversight, and close activities. The position will also guide a fund accounting resource and help maintain strong financial operations across the organization. Responsibilities: • Lead the full accounting function for private equity real estate funds and the related management company, ensuring accurate and timely financial operations. • Oversee month-end and period-end close activities, including review of journal entries, reconciliations, and supporting schedules. • Prepare and review financial statements, investor reporting materials, and other fund-level reporting deliverables for completeness and accuracy. • Monitor cash activity, liquidity needs, and capital flows to support informed financial decision-making across the investment platform. • Supervise and mentor the fund accountant, providing direction, quality control, and support for day-to-day accounting work. • Coordinate capital activity processes, including contributions, distributions, and related accounting records. • Partner with leadership and cross-functional stakeholders to strengthen accounting processes, reporting workflows, and business system utilization. • Support audit, tax, and compliance-related requests by organizing documentation and responding to information needs in a timely manner.
2026-08-22T00:00:00Z

Tax Manager

San Rafael, California
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-09-01T00:00:00Z

Benefits Analyst

San Francisco, California
onsite
Temporary / Contract
37 - 40 USD / Hourly
We are looking for a Benefits Analyst to join our team on a contract basis. This role will focus on delivering accurate, timely benefits administration for a diverse employee population, including a significant union-represented workforce. The ideal candidate brings strong knowledge of employee benefit programs, a service-oriented approach, and the ability to manage enrollment activity, billing review, and employee support with a high level of accuracy. Responsibilities: • Oversee daily benefits administration for approximately 950 employees, handling new enrollments, eligibility updates, life event changes, coverage elections, and terminations. • Coordinate the annual open enrollment cycle, including employee outreach, election tracking, and timely completion of required actions during the enrollment period. • Guide employees through available benefit offerings and ensure they understand plan choices, deadlines, and enrollment requirements. • Proactively contact employees with incomplete or missing benefit selections to help finalize accurate elections within established timeframes. • Deliver responsive support on benefits-related inquiries, explaining eligibility rules, coverage details, and next steps in a clear and thorough manner. • Review and reconcile monthly carrier invoices against enrollment records and payroll data, resolving discrepancies to maintain accurate billing. • Support administration across a range of benefit programs, including medical, dental, vision, life, disability, retirement, and other employer-sponsored plans in both fully insured and self-funded environments. • Handle benefits processes tied to union employee groups, including coordination with applicable union plans, pension-related matters, and dues-related requirements. • Assist with audits, reporting, data validation, and other benefits administration projects, including work within ADP Workforce Now when applicable.
2026-08-28T00:00:00Z

Payroll Manager

San Ramon, California
remote
Temporary / Contract
50 - 60 USD / Hourly
Robert Half Management Resources is looking for an experienced payroll manager to oversee large-scale payroll operations for one of our clients on an interim basis. This is a high-visibility, hands-on leadership role designed for an operational expert who thrives in high-volume, complex environments and excels at day-to-day execution and process improvement. Responsibilities:• Manage and mentor a team of payroll specialists, fostering a culture of accuracy, accountability, and continuous professional development.• Oversee the end-to-end processing and execution of US payroll for a massive population (100K+ employees), ensuring flawless execution, compliance, and timeliness across pay cycles.• Drive the daily leverage and optimization of Workday Payroll, ensuring system capabilities are fully utilized to streamline workflows, auditing, and reporting.• Ensure strict adherence to federal, state, and local payroll tax regulations, healthcare-specific labor requirements, and internal audit controls.• Serve as the primary operational contact for key partners across HR, Finance, and Enterprise Systems to ensure alignment and resolve operational inquiries promptly.• Identify operational bottlenecks, streamline day-to-day workflows, and implement scalable best practices to modernize and stabilize payroll delivery.
2026-09-16T00:00:00Z

Senior Wealth Analyst

San Francisco, California
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Anisa Henry is partnering with a well-established wealth management firm is seeking a Senior Wealth Analyst to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities. Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Senior Wealth Manager

San Francisco, California
onsite
Permanent / Full Time
250000 - 325000 USD / Yearly
Anisa Henry is partnered with an established wealth management firm seeking an experienced Senior Wealth Manager to lead complex client relationships, deliver comprehensive planning and investment advice, and collaborate with specialized professionals to support affluent and ultra-high-net-worth clients. This position offers a collaborative environment, leadership responsibilities, business development opportunities, and hybrid workplace flexibility. Why Join This Opportunity?This is an excellent opportunity to join a fast-growing, team-oriented wealth management practice that values collaboration, professional development, and work-life balance. The culture is highly supportive and collegial, with open communication across all levels of the organization and a shared commitment to client success. Team members enjoy a flexible hybrid work environment, a relaxed and approachable atmosphere, and meaningful opportunities for continued education and professional growth. The firm actively invests in employee development and encourages long-term career progression. Key Responsibilities<ul><li>Manage and deepen long-term client relationships</li><li>Lead the development and implementation of comprehensive wealth management strategies</li><li>Guide portfolio construction and investment oversight</li><li>Coordinate with internal specialists and external professionals to address client needs</li><li>Lead financial planning across tax, estate, retirement, insurance, and related areas</li><li>Oversee client meetings, service delivery, and onboarding processes</li><li>Mentor team members and contribute to a collaborative client service culture</li><li>Support referral generation, community engagement, and business development initiatives</li></ul>Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>
2026-09-03T00:00:00Z

Tax Manager - Public

San Rafael, California
onsite
Permanent / Full Time
150000 - 190000 USD / Yearly
We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.
2026-09-11T00:00:00Z

Senior Estate Planning Attorney

San Jose, California
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
We are looking for an accomplished Senior Estate Planning Attorney to support sophisticated estate matters in San Jose, California. This position focuses on guiding complex trust and probate administrations while developing tailored planning strategies for high-net-worth individuals and families. The attorney in this role will manage tax-related filings, fiduciary accounting review, and the legal structuring needed to carry out effective wealth transfer plans. Responsibilities: • Lead trust and probate administration matters from court filings and early case assessment through closing and final transfer of assets. • Oversee the appraisal and categorization of estate holdings, while directing the preparation of legal documents needed for marshaling and distribution. • Prepare and review estate, gift, and related tax filings to support compliance and effective transfer planning. • Analyze and finalize fiduciary accountings to ensure accurate reporting for estates and trusts under administration. • Design customized estate planning strategies for individuals and families with complex asset profiles and unique succession goals. • Establish and structure trust-based entities that align with client objectives, tax considerations, and long-term asset protection needs. • Advise on property tax matters connected to estate and trust holdings, including administrative filings and related compliance obligations. • Collaborate with clients, fiduciaries, accountants, and other advisors to move matters forward efficiently and resolve issues as they arise.
2026-09-18T00:00:00Z

Payroll

Colma, California
onsite
Permanent / Full Time
105000 - 112000 USD / Yearly
We are looking for a detail-oriented payroll specialist to support accurate and timely payroll operations for a workforce in California. This role is well suited for someone who combines strong payroll knowledge with benefits administration experience and a careful approach to compliance, confidentiality, and employee support. The ideal candidate brings a solid understanding of California payroll practices and can manage payroll activities while helping maintain benefit programs and related records. Responsibilities: • Process end-to-end payroll for employees with a strong focus on accuracy, timeliness, and proper documentation. • Review payroll data for earnings, deductions, taxes, and garnishments to ensure compliance with California regulations and internal controls. • Administer employee benefit programs, including enrollments, qualifying life event updates, and annual open enrollment activities. • Maintain payroll and benefits records while safeguarding sensitive employee information and resolving discrepancies promptly. • Support union payroll administration by applying relevant pay rules, deductions, and reporting requirements correctly. • Prepare payroll-related year-end activities, including W-2 coordination, reconciliations, and audit-ready documentation. • Respond to employee questions related to pay, deductions, leave changes, and benefit coverage in a timely and courteous manner. • Use spreadsheets and reporting tools to analyze payroll information, validate entries, and improve day-to-day accuracy. • Partner with accounting, HR, and other internal stakeholders to ensure payroll and benefits processes run smoothly.
2026-09-03T00:00:00Z

Estate Planning Attorney

Los Gatos, California
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for an Estate Planning Attorney to support clients with a wide range of matters involving estate planning, probate, and trust administration. This role is ideal for a legal specialist who can prepare accurate documentation, manage court-related filings, and communicate clearly with clients and involved parties. The attorney will play a key role in guiding matters from document preparation through filing and administration while maintaining organized case records. Responsibilities: • Develop estate planning instruments, including trusts, wills, and powers of attorney, tailored to client needs and legal requirements. • Prepare and submit pleadings, petitions, and supporting materials for probate proceedings in the appropriate courts. • Compose clear written communications related to probate, trust administration, and estate planning matters for clients, courts, and third parties. • Assemble and file documents required by county offices, ensuring completeness, accuracy, and timely submission. • Draft real property transfer documents, such as deeds, affidavits, and related disclosure forms, in support of estate and trust matters. • Manage legal documentation and case materials through routine administrative support, including scanning, copying, and maintaining organized file records. • Assist with trust and estate administration tasks by tracking required documentation and helping move matters forward efficiently.
2026-09-03T00:00:00Z

Director of Financial Systems Support

San Francisco, California
onsite
Permanent / Full Time
170000 - 180000 USD / Yearly
We are looking for an experienced finance leader to oversee financial systems support and strengthen core planning, reporting, and close activities in San Francisco, California. This role will guide budgeting operations, improve the accuracy and timeliness of financial information, and provide leadership around cash flow visibility for the organization. The ideal candidate brings a strong command of finance operations along with the ability to align systems support with business goals and decision-making needs. Responsibilities:<ul><li>Serve as the finance systems lead, translating accounting requirements into automated system solutions.</li><li>Manage financial close systems, integrations, reconciliations, and audit support.</li><li>Own and optimize NetSuite, including multi-entity, multi-currency, and reporting functionality.</li><li>Oversee finance applications and integrations, driving automation and process improvements.</li><li>Configure systems, troubleshoot issues, and support complex accounting transactions.</li><li>Partner with Finance, Accounting, and IT leaders to align systems with business needs.</li><li>Lead offshore support teams and ensure efficient service delivery.</li><li>Develop user training, documentation, and best practices to improve adoption.</li><li>Maintain system governance, data integrity, internal controls, and audit readiness.</li><li>Identify emerging technologies and scalable solutions to enhance financial operations.</li></ul>
2026-08-20T00:00:00Z

Human Resources (HR) Manager

Mountain View, California
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
HR Compliance ManagerWe are looking for an experienced HR Compliance Manager for a fast growing global company. This role connects HR, legal, payroll, and operational teams to strengthen employee data governance, maintain regulatory readiness, and support a positive workplace experience. The ideal candidate will bring deep knowledge of employment compliance, benefits administration, and audit preparation while building reliable processes that scale with the organization. Responsibilities:• Direct the company’s employment eligibility verification program, including reverification activities, record retention, and periodic internal reviews.• Coordinate with cross-functional partners to prepare People-related controls, documentation, and reporting for external compliance audits.• Develop and maintain a yearly compliance schedule covering required training, policy refreshes, and employee handbook updates.• Conduct position classification assessments and exempt status reviews in collaboration with legal and payroll stakeholders.• Track changes in federal and state employment laws and translate them into updated policies, onboarding content, and operational practices.• Oversee policy publication, handbook review cycles, acknowledgment collection, and related documentation management.• Prepare required benefits and employment compliance filings, respond to audit requests, and compile supporting records for internal and external reviews.• Partner with payroll, brokers, facilities, and people operations teams to support wage and hour compliance, benefits reporting accuracy, workplace compliance standards, and data integrity improvements.
2026-09-02T00:00:00Z