<p>We are looking for an experienced Lead Billing Specialist to oversee and manage billing operations in a dynamic and fast-paced environment. This role requires a detail-oriented individual who can ensure accurate processing of invoices and collections while maintaining compliance with company policies. The ideal candidate will bring strong organizational skills and a commitment to delivering exceptional service. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage all billing operations to ensure accurate and timely processing of invoices.</p><p>• Monitor billing collections and follow up on outstanding accounts to maintain cash flow.</p><p>• Prepare and review billing statements to ensure accuracy and compliance with company standards.</p><p>• Implement and maintain effective billing systems to streamline operations and enhance efficiency.</p><p>• Collaborate with internal teams to resolve billing discrepancies and improve processes.</p><p>• Perform audits of billing records to identify and correct errors.</p><p>• Train and mentor team members on best practices and procedures in billing.</p><p>• Generate and analyze reports related to billing activities for management review.</p><p>• Ensure adherence to company policies and regulatory requirements in all billing functions.</p><p>• Address customer inquiries related to billing promptly and professionally.</p>
<p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are seeking an experienced Senior Accountant<strong> </strong>to join our accounting team. This role ensures the accuracy and integrity of financial reporting, daily accounting operations, and month-end close activities. The ideal candidate has strong GAAP knowledge, excellent attention to detail, and can manage complex accounting tasks independently.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> • Lead monthly and quarterly close processes with accuracy and timeliness.</p><p> • Prepare and review journal entries, reconciliations, and variance analyses.</p><p> • Maintain the general ledger and ensure proper account support and documentation.</p><p> • Partner with sales and service teams to ensure accurate transactions and provide accounting support.</p><p> • Manage QuickBooks functions and integration with Salesforce.</p><p> • Support budgeting, cost management, forecasting, and project tracking.</p><p> • Oversee inventory control and monthly counts.</p><p> • Manage AP, PO processing, and vendor relationships; provide guidance to staff.</p><p> • Oversee AR, billing approvals, and customer accounts.</p><p> • Mentor junior accountants and promote team collaboration.</p><p> • Maintain accounting policies, controls, and compliance standards.</p><p> • Lead or assist with special projects, system implementations, and process improvements.</p><p> • Coordinate with CPA firm on tax matters as needed.</p><p> • Provide general support for office and team operations.</p>
<p>The Accounts Receivable Specialist with NetSuite experience is responsible for managing the full accounts receivable cycle, including invoice generation, payment processing, cash application, collections, and reconciliations using NetSuite. This role ensures timely and accurate processing of customer payments and works closely with cross-functional teams to resolve discrepancies, maintain documentation, and support month-end close processes. The AR Specialist also leverages NetSuite’s automation features to optimize AR workflows and reporting.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and distribute invoices via NetSuite, ensuring accuracy and timely delivery</li><li>Apply payments, reconcile customer accounts, and manage the AR aging report</li><li>Follow up with customers regarding outstanding balances and resolve payment issues</li><li>Collaborate with internal teams to address billing inquiries, disputes, and adjustments</li><li>Support month-end close activities related to accounts receivable</li><li>Maintain accurate records and documentation in line with company and audit standards</li><li>Recommend and implement process improvements using NetSuite functionality</li></ul>
<p>We are looking for an experienced Senior Attorney/Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.</p><p>• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.</p><p>• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.</p><p>• Conduct legal research and provide strategic advice to clients and the firm.</p><p>• Mentor and supervise associates, fostering growth and ensuring effective case management.</p><p>• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.</p><p>• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.</p><p>• Assist with transactional work, including drafting and reviewing contracts and other documentation.</p><p>• Contribute to administrative functions and support the overall operations of the firm.</p>
<p><strong>Job Posting: Accounts Receivable Specialist</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $25 - $30 hourly</p><p> </p><p><strong>About the Role</strong></p><p> </p><p>Robert Half is seeking an experienced <strong>Accounts Receivable Specialist</strong> to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you.</p><p> </p><p><strong>Key Responsibilities</strong></p><p> </p><ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul><p><br></p>
<p>Our client is seeking an experienced Accountant with an emphasis in real estate accounting, specifically in commercial real estate and CAM (Common Area Maintenance) reconciliations. The ideal candidate will have a strong working knowledge of real estate-specific accounting ERPs such as MRI and demonstrated experience with property management financial operations. This role is crucial for supporting accurate financial management and optimizing property profitability.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and review monthly, quarterly, and annual financial statements for commercial real estate portfolios.</li><li>Perform detailed CAM reconciliations, including reviewing leases and pro rata share allocations, tracking tenant recoveries, and resolving discrepancies.</li><li>Maintain property accounting records, ensuring compliance with GAAP and company policies.</li><li>Process accounts payable and accounts receivable transactions related to leases, tenants, and vendors.</li><li>Collaborate with property managers, leasing teams, and ownership to support budgeting, forecasting, and cash flow analysis.</li><li>Monitor and report on property-level costs, revenues, and variances; recommend strategies for improvement.</li><li>Manage escalations regarding tenant billing, lease abstracts, recoveries, and rent rolls.</li><li>Utilize MRI or similar real estate accounting systems to enter, manage, and report financial transactions.</li><li>Support annual audits and tax reporting by providing necessary schedules and documentation.</li><li>Assist with new property onboarding, acquisition due diligence, and portfolio transitions as needed.</li></ul>
<p>We are looking for a dedicated Family Law Attorney to join a boutique law firm based in the East Bay. This role can be onsite, hybrid remote, OR mostly REMOTE. This firm specializes in providing high-quality legal services in family law, handling complex cases with a commitment to excellence and client care. They pride ourselves on maintaining strong relationships within the legal community and fostering a supportive, collaborative work environment.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in family law matters, including divorce, custody, and support cases.</p><p>• Conduct thorough legal research and analysis to support case strategies.</p><p>• Draft and review motions, pleadings, agreements, and other legal documents.</p><p>• Provide expert guidance and counsel to clients regarding family law issues.</p><p>• Collaborate with colleagues to develop case strategies and share insights.</p><p>• Build and maintain strong relationships with judges, attorneys, and other legal professionals.</p><p>• Participate in firm-wide activities and contribute to a positive team culture.</p><p>• Ensure compliance with legal standards and regulations in all casework.</p><p>• Manage case files and ensure timely communication with clients.</p><p>• Uphold the firm’s reputation for delivering exceptional legal services.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days</strong></p><p> </p><p>Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half is seeking a <strong>Legal Billing Specialist</strong> for our client, a local law firm. This contract-to-hire role offers a strong opportunity for professional growth as part of a reputable firm committed to excellence in legal services.</p><p> </p><p><strong>Job Responsibilities:</strong></p><ul><li>Manage and execute end-to-end legal billing functions, ensuring accuracy and compliance with firm protocols.</li><li>Prepare, review, and process detailed client invoices in adherence to client-specific billing guidelines.</li><li>Monitor and track billing timelines, resolving delayed or rejected bills proactively.</li><li>Address inquiries regarding billing discrepancies and collaborate with attorneys and staff for resolution.</li><li>Ensure compliance with electronic billing (e-Billing) systems and resolve e-Billing rejections or adjustments.</li><li>Maintain proper documentation of all billing activities for reporting purposes.</li><li>Offer continuous support to attorneys, paralegals, and other staff regarding billing and time entry best practices.</li></ul><p><br></p>
<p>Robert Half is seeking a detail-oriented Full-Time Engagement Professional - Senior Accountant to join our team. As part of the Full-Time Engagement Professionals program, you'll enjoy full-time employment with Robert Half while working on diverse client assignments. Your accounting expertise will play a key role in managing client projects, providing interim support, and enhancing processes across various industries.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze financial statements, ensuring accuracy and compliance with GAAP and other regulatory standards.</li><li>Manage general ledger operations, including reconciliations, journal entries, and month-end/year-end closings.</li><li>Oversee accounting processes such as fixed assets, payroll, and accruals, ensuring timely and accurate reporting.</li><li>Provide guidance and support to clients during audits, including the preparation of audit schedules and documentation.</li><li>Identify opportunities for process improvement and implement best practices to enhance operational efficiencies.</li><li>Collaborate with cross-functional teams to support budgeting, forecasting, and financial analysis activities.</li><li>Assist with special projects, such as system implementations, policy updates, or mergers and acquisitions.</li></ul>
<p>Robert Half is seeking a detail-oriented Full-Time Engagement Professional - Senior Accountant to join our team. As part of the Full-Time Engagement Professionals program, you'll enjoy full-time employment with Robert Half while working on diverse client assignments. Your accounting expertise will play a key role in managing client projects, providing interim support, and enhancing processes across various industries.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze financial statements, ensuring accuracy and compliance with GAAP and other regulatory standards.</li><li>Manage general ledger operations, including reconciliations, journal entries, and month-end/year-end closings.</li><li>Oversee accounting processes such as fixed assets, payroll, and accruals, ensuring timely and accurate reporting.</li><li>Provide guidance and support to clients during audits, including the preparation of audit schedules and documentation.</li><li>Identify opportunities for process improvement and implement best practices to enhance operational efficiencies.</li><li>Collaborate with cross-functional teams to support budgeting, forecasting, and financial analysis activities.</li><li>Assist with special projects, such as system implementations, policy updates, or mergers and acquisitions.</li></ul>
We are looking for a dedicated Legal Assistant to provide comprehensive support to attorneys and ensure the efficient operation of legal cases and firm processes. This role requires a proactive individual who excels in managing legal documentation, scheduling, correspondence, and trial preparation. The ideal candidate will possess strong organizational skills and a deep understanding of litigation procedures.<br><br>Responsibilities:<br>• Open and close legal cases by obtaining necessary contracts, authorizations, and case details, and ensure proper documentation is circulated.<br>• Draft, prepare, and send legal correspondence, including communications with clients and other relevant parties.<br>• Coordinate travel arrangements for attorneys and manage incoming mail and service documents appropriately.<br>• Order and organize investigation reports and medical records for case files.<br>• Transcribe dictation promptly and maintain attorney calendars for appointments, depositions, and court schedules.<br>• Create, maintain, and organize both physical and electronic case files, ensuring all documents are saved and routed correctly.<br>• Prepare and file complaints, motions, and other pleadings in state and federal courts, adhering to deadlines and filing requirements.<br>• Schedule court appearances, depositions, and client meetings, arranging for interpreters or videographers when necessary.<br>• Assist in trial preparation by organizing trial binders, exhibits, and other materials, and coordinating expert witnesses and jury instructions.<br>• Manage discovery processes, ensuring timely receipt and distribution to attorneys, paralegals, and clients.
<p>Robert Half is recruiting a Legal Secretary for the Marin office of our large law firm client. The Legal Secretary will assist 3-4 commercial litigation, labor & employment law, and public entity defense attorneys. A legal secretary with good experience managing civil litigation documents and court filings and who enjoys a diverse and interesting caseload.</p><p><br></p><p>Required qualifications: </p><p>• 2++ years of civil litigation support experience as a legal secretary;</p><p>• Good knowledge of state, Federal, and administrative court rules and procedures for preparing pleadings (incl. some cite checking) and doing e-filings and service on the parties;</p><p>• Software skills include MS Word, Excel, PowerPoint, Adobe, and electronic document management systems (e.g., IManage); and</p><p>• High attention to detail, strong organizational and administrative skill set, and great word processing, editing and proofreading skills.</p><p><br></p><p>This is a direct-hire opportunity at a nice firm that ensures good work-life balance and cordial workplace culture. Our client offers a base salary of $75,000 - 100,000/yr., DOE, plus year-end discretionary bonus, and comprehensive benefits (incl. multiple medical/dental/vision insurance plans, 410k Plan with 3% Firm match, and good vacation & sick leave). For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>Robert Half is recruiting a Litigation Secretary for a highly regarded plaintiff-side personal injury and civil rights litigation law firm in the North Bay. The Legal Secretary will play a pivotal role in keeping the office functioning efficiently, assisting the partners with court filings, coordinating meetings, maintaining electronic case files, and working with clients to gather information and documents for discovery. A good candidate is organized, diligent, can work both independently and as part of a team, and is passionate about helping individual and family clients achieve justice and full recovery.</p><p><br></p><p>Principle responsibilities:</p><p>• Format, proofread, and finalize detailed correspondence, pleadings, and other legal documents;</p><p>• File pleadings with both state and Federal trial courts;</p><p>• Work with paralegal to prepare and serve discovery;</p><p>• Process and handle incoming subpoenas and obtain medical records;</p><p>• Communicate with clients in person, over the phone, and via email;</p><p>• Create and maintain digital case files for each client;</p><p>• Perform administrative duties, such as maintaining lawyers’ calendars, scheduling depositions and entering deadlines to the master calendar; and</p><p>• Screen, process, direct, and prioritize incoming calls, emails, and mail.</p><p><br></p><p>Desired qualifications:</p><p>• 5+ year litigation legal assistant experience;</p><p>• Knowledge of state and Federal (ECF) e-filing platforms, rules, and eDockets is preferred;</p><p>• Bilingual fluency in Spanish and English is a plus factor;</p><p>• Good written (including editing and proofreading) and verbal communication skills;</p><p>• Excellent attention to detail and organizational skills, incl. ability to handle multiple projects;</p><p>• Strong time management skills to handle multiple tasks with competing deadlines efficiently; and</p><p>• Solid office software, word processing, database maintenance, and internet research skills.</p><p><br></p><p>This is a terrific direct-hire opportunity with some telecommute flexibility to work remotely part of the week. Our client is offering an annual base salary range of $75,000 – 100,000+/year, depending on experience, for a regular 35-hour workweek (7-hour workday). Some overtime available, but it’s not common. There is bonus compensation and some employment benefits including HMO medical insurance plan, commuter checks, disability insurance, 401k Plan after at least one years of service, and paid vacation and paid sick leave. The attorneys and the office are very friendly and is a nice place to work.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Mgr. for Permanent Placement Services, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p>Are you an experienced tax professional looking to work with high-net-worth clients in a dynamic and collaborative environment? We’re seeking a <strong>Senior Tax Preparer</strong> who thrives in client-facing roles and brings expertise in tax preparation and planning.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Work directly with sophisticated clients and make an impact on their financial success.</li><li>Join a team that values integrity, excellence, and personalized service.</li><li>Enjoy a hybrid schedule with flexibility and competitive compensation.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare and review individual tax returns (primarily Form 1040).</li><li>Communicate directly with clients to gather documentation and deliver a seamless experience.</li><li>Provide tax analysis, projections, and planning strategies.</li><li>Stay current on tax laws to optimize client outcomes.</li><li>Collaborate with advisors to integrate tax strategies into holistic wealth planning.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Comprehensive health coverage (medical, dental, vision).</li><li>401(k) with company match.</li><li>Generous paid time off, including birthday and volunteer days.</li><li>Parental leave and wellness programs.</li><li>Professional development stipend and commuter benefits.</li></ul>
We are looking for a detail-oriented Inventory Clerk to join our team on a contract basis in Richmond, California. This role involves managing various aspects of warehouse operations, including inbound order processing, inventory adjustments, and customer order fulfillment, while adhering to food safety and company standards. The ideal candidate will thrive in a fast-paced environment and have experience in inventory management and warehouse equipment operation.<br><br>Responsibilities:<br>• Receive and stage inbound products accurately and efficiently.<br>• Organize and label items, ensuring proper stacking, stamping, and wrapping.<br>• Conduct inventory reconciliations and make necessary adjustments.<br>• Prepare and verify customer orders for accuracy before dispatch.<br>• Perform inspections to ensure compliance with organizational and industry standards.<br>• Operate warehouse equipment, including forklifts and transporters, safely and effectively.<br>• Maintain cleanliness and safety protocols in all work areas.<br>• Collaborate with the Warehouse Manager and production team to meet operational schedules.<br>• Participate in cycle counts and annual physical inventory processes as needed.<br>• Support general warehouse tasks and dock coordination activities.
We are looking for a skilled Attorney with a strong background in transactional law to join our team in Pleasanton, California. This role involves working with a diverse client base, including public agencies and multinational developers, to deliver exceptional legal services. The ideal candidate will have a proactive approach, excellent attention to detail, and the ability to balance strategic thinking with practical execution.<br><br>Responsibilities:<br>• Provide expert legal counsel and guidance on transactional matters, with a focus on real estate transactions.<br>• Draft, review, and negotiate contracts, agreements, and other legal documents to ensure compliance and protect client interests.<br>• Represent clients effectively in civil litigation cases, including drafting motions, conducting discovery, and preparing briefs.<br>• Collaborate with clients to anticipate challenges, develop strategies, and ensure successful outcomes.<br>• Conduct thorough legal research and analysis to support case preparation and decision-making.<br>• Maintain a high standard of excellence in all work products and client interactions.<br>• Build and nurture relationships with clients to understand their needs and deliver tailored legal solutions.<br>• Stay current on legal developments and industry trends to provide informed counsel.<br>• Contribute to the growth and dynamic culture of the firm, fostering both personal and detail-oriented development.
<p>A highly regarded boutique law firm in Walnut Creek is seeking an experienced Trusts & Estates Paralegal to support its lead partner in a busy and sophisticated Trust & Estates practice. This is a contract-to-hire opportunity offering long-term stability, excellent culture, and competitive compensation and benefits upon hire.</p><p><br></p><p>This role is ideal for a paralegal who enjoys working independently, taking ownership of matters, and being part of a bright, collaborative team.</p><p><br></p><p><strong><u>Responsibilities: </u></strong></p><p><strong>Trust Administration (Primary Focus)</strong></p><ul><li>Manage trust administration matters from start to finish</li><li>Prepare and track statutory trust notices (CA Probate Code §16061.7)</li><li>Coordinate asset collection, retitling, and trust funding</li><li>Communicate with beneficiaries, financial institutions, and CPAs</li><li>Prepare trust accountings, asset schedules, and distribution documents</li><li>Maintain compliance timelines and statutory deadlines</li><li>Draft routine correspondence and client communications</li></ul><p><strong>Trust & Estates Support</strong></p><ul><li>Assist with pleadings, discovery, and routine motions</li><li>Manage document collection and production</li><li>Prepare exhibits, binders, and mediation materials</li><li>Coordinate subpoenas, depositions, and filings</li><li>E-file in California courts and maintain litigation calendars</li><li>Organize and summarize financial and trust records for attorney review</li></ul><p><strong>Estate Planning / Transactional Support (as needed)</strong></p><ul><li>Assemble estate planning document sets</li><li>Assist with trust amendments and restatements</li><li>Coordinate execution and notarization of documents</li><li>Track post-signing trust funding follow-up</li></ul><p><strong>Probate (Nice to Have, Not Required)</strong></p><ul><li>Exposure to probate filings, notices, and accountings is a plus, but not required</li><li>Willingness to assist with probate matters as needed</li></ul>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and share your resume with <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>We’re looking for an experienced <strong>Senior Tax Preparer</strong> to support high-net-worth clients with complex tax needs and advanced planning strategies. While tax preparation will be the primary focus during busy season, you’ll also contribute to year-round tax planning, client communication, and selective business development initiatives.</p><p>The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax-focused <strong>CPA</strong> with strong technical expertise, sound judgment, and the confidence to operate independently in a client-facing advisory environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of individual tax returns (primarily Form 1040); experience with 1041 and 1065 is a strong plus</li><li>Communicate directly with clients to gather documentation and ensure a smooth, proactive tax prep experience</li><li>Prepare detailed tax analyses, projections, and estimated tax calculations</li><li>Explain complex tax issues in clear, practical terms while ensuring compliance with all filing requirements</li><li>Stay current on tax law changes and recommend strategies to improve client outcomes</li><li>Provide internal guidance to wealth advisors on tax-related questions and planning opportunities</li><li>Knowledge of estate and gift tax planning is highly valued</li><li>California return experience required; multi-state exposure preferred</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>$75 monthly wellness allowance</li><li>Commuter benefits</li><li>Paid parental leave: up to 12 weeks at 100% salary</li><li>Tuition reimbursement + annual learning stipend</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accountant| Private Equity| Burlingame </strong></p><p> </p><p>Our client is a<strong> growing private equity firm</strong> that partners hands-on with founder-led companies at key growth stages. With a strong track record and a new fund underway, the team offers a fast-moving, collaborative environment with real momentum.</p><p> </p><p>This <strong>Fund Accountant</strong> role sits on a lean, high-impact team and works closely with senior leadership. You’ll gain exposure across fund accounting, investor relations, and finance, with competitive pay plus bonus.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support capital calls, distributions, redemptions, and expense wires</li><li>Assist with quarterly and annual closes, including financials and valuation support</li><li>Partner with fund administrators on fund books and records</li><li>Prepare quarterly investor reports and schedules</li><li>Support valuations, waterfall calculations, and other analytical projects</li><li>Collect and review financial data from portfolio companies</li><li>Coordinate with auditors and support audit and tax deliverables</li><li>Assist with investor communications, confirmations, and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Financial Planner | Boutique Wealth Management Firm | San Francisco | Hybrid - Mostly Remote | $Base + Bonus</strong></p><p> </p><p>The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most.</p><p> </p><p>This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial analyses covering retirement, estate, education, and equity compensation.</li><li>Conduct risk and performance reviews to support client plans.</li><li>Analyze unique client scenarios and recommend strategic solutions.</li><li>Prepare meeting materials, research portfolios, and monitor client financials.</li><li>Assist with projections and complex planning projects.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our professional services client is seeking a highly skilled Project Manager with expertise in systems management to join their team on a long-term contract basis. In this role, you will oversee marketing-related projects, ensuring seamless execution and alignment with organizational goals. This position requires excellent communication skills, the ability to simplify technical concepts, and a proven track record of managing complex projects effectively. The hourly pay for this engagement is expected to be between $65-$85/hr. DOE and location. This role is 100% remote with possible travel to headquarters 1-2 times per year.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage marketing-related projects from initiation to completion, ensuring all milestones are met within the established timeline</p><p>• Collaborate with senior leadership to provide clear and concise updates on project progress and outcomes</p><p>• Translate technical requirements into easily understandable terms for stakeholders and team members</p><p>• Develop and maintain project documentation, including schedules, reports, and risk assessments</p><p>• Utilize spreadsheet tools such as Excel to track project metrics and analyze performance data</p><p>• Identify and address potential risks or issues, implementing corrective actions as needed</p><p>• Coordinate with cross-functional teams to ensure alignment and effective communication throughout the project lifecycle</p><p>• Facilitate training sessions and ensure materials are prepared and distributed appropriately</p><p>• Monitor project budgets and resource allocation to optimize efficiency.</p><p>• Continuously improve project management processes based on lessons learned and feedback</p>
<p>Robert Half is working with a busy CPA firm seeking a highly organized and dependable Administrative Assistant to support their tax services during peak tax season. This role is critical to keeping client workflows, documentation, and deadlines running smoothly. The ideal candidate thrives in a fast-paced professional environment, communicates clearly with clients, and has experience working with CCH tax and practice management systems.</p><p><br></p><p>This is a 3 month contract with full time hours role. If you are available for work, please find the description below and if interested, apply ASAP. Interviews can take place this week. Do not wait! Apply now!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients via phone, email, and in-person interactions, delivering a professional and welcoming experience</li><li>Manage client intake, document tracking, and workflow using CCH (Axcess / ProSystem fx / Practice Management)</li><li>Assemble, process, and route tax returns and supporting documentation accurately and efficiently</li><li>Maintain electronic and physical filing systems in compliance with firm and regulatory standards</li><li>Track tax return statuses and ensure deadlines are met during peak season</li><li>Coordinate with accountants and tax preparers to support day-to-day operations</li><li>Schedule client appointments and manage calendars as needed</li><li>Assist with e-filing, engagement letters, extensions, and client correspondence</li><li>Handle administrative tasks including scanning, data entry, mailing, and billing support</li></ul><p><br></p>
