<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an EVS Specialist/ Facilities Manager to join our Hospital in San Francisco, California. This contract position offers an exciting opportunity to contribute to operational excellence within the healthcare and social assistance industry. The ideal candidate will play a key role in analyzing processes, monitoring performance metrics, and ensuring smooth operations in a fast-paced environment.</p><p><br></p><p><strong>Hours:</strong> 100% | Onsite Monday-Friday 8AM-5PM (2 minute walk from BART) 30 minute lunch break </p><p><br></p><p><strong><u>Cantonese Language Abilities Preferred but not required !!</u></strong></p><p><br></p><p><br></p><p>Responsibilities:</p><p>· Oversee daily cleaning, sanitation, and waste management activities across all hospital units, patient rooms, operating areas, and common spaces.</p><p>· Ensure department meets all regulatory requirements, including Joint Commission, OSHA, and state health department standards.</p><p>· Provide ongoing coaching, performance evaluations, and opportunities for professional development.</p><p>· Conduct routine inspections to identify areas for improvement and ensure consistent quality.</p><p>· Maintain accurate documentation of cleaning procedures, incident reports, and compliance records.</p><p>· Respond promptly to requests for environmental services, ensuring patient needs are met with empathy and professionalism.</p><p>· Participate in patient experience initiatives related to cleanliness and safety.</p><p>· Manage EVS supply inventory, ordering, and vendor relationships.</p><p>· Maintain departmental budget, track expenses, and explore cost-saving opportunities without compromising quality.</p><p>· Ensure equipment is properly maintained, repaired, and replaced as needed.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013338400**</p><p><br></p><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a <strong>Financial Planner</strong> to deepen client relationships and deliver comprehensive wealth management solutions. This role combines technical expertise, leadership, and exceptional client service. You will work closely with senior advisors, guide team members, and ensure clients receive personalized, high-quality strategies aligned with their goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><br></p><ul><li><strong>Build and maintain lasting client relationships</strong> through trust and proactive engagement.</li><li><strong>Review and finalize financial plans</strong>, including balance sheets, strategic roadmaps, estate maps, and cash flow analyses.</li><li><strong>Deliver objective, holistic advice</strong> across investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li><strong>Lead client meetings</strong>—prepare thoroughly, present confidently, and ensure timely execution of follow-up actions.</li><li><strong>Collaborate with internal teams and external partners</strong> (CPAs, attorneys) to provide integrated planning solutions.</li><li><strong>Mentor and supervise associate planners</strong>, fostering their growth and professional development.</li><li><strong>Oversee financial modeling, investment policy reviews, and portfolio rebalancing</strong> to maintain alignment with client objectives.</li><li><strong>Ensure compliance</strong> with fiduciary standards and firm policies while maintaining accurate client records.</li><li><strong>Contribute to strategic committees</strong> and support business development initiatives to drive growth.</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. In this role, you’ll deliver exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new and existing accounts</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions</li><li>Act as liaison between advisors, clients, and middle-office functions</li><li>Schedule client meetings and manage calendars</li><li>Support trading and portfolio rebalancing if licensed</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match</li><li>Medical and dental coverage</li><li>Flexible overtime pay option</li><li>15 vacation days + 5 sick days + NYSE holidays</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION </strong></p><p><br></p><p><strong>PAYROLL DIRECTOR - Hybrid position, 2 days onsite</strong></p><p><br></p><p>Newly created Payroll Director position to lead the payroll department. Working closely with the CFO and HR Manager, this position will ensure accurate payroll processing, compliance with multi-state wage and hour laws, and seamless collaboration with internal teams such as finance and human resources. The ideal candidate will bring expertise in payroll systems, audit practices, and continuous process improvements to support the organization’s mission.</p><p><br></p><p>Responsibilities:</p><p>• Manage and supervise a payroll team responsible for processing semi-monthly payroll for over 1,000 employees.</p><p>• Ensure compliance with federal, state, and local tax and employment regulations, including wage and hour laws.</p><p>• Conduct internal audits of payroll processes, tax filings, and accruals to maintain accuracy and compliance.</p><p>• Oversee fiscal, governmental, workers' compensation, and benefits audits related to payroll.</p><p>• Develop and update standard operating procedures for payroll operations.</p><p>• Collaborate with leadership and staff to provide consultative support and ensure payroll practices align with organizational goals.</p><p>• Approve final payroll deliverables and provide backup payroll processing as needed.</p><p>• Lead continuous improvement initiatives to enhance payroll systems and processes.</p><p>• Train and mentor payroll team members to support their growth and development.</p><p>• Partner on system implementations and upgrades to ensure functionality meets organizational needs.</p>
<p>Robert Half is looking for an organized and proactive Facilities Coordinator to assist our client in San Mateo. The Facilities Coordinator is responsible for ensuring a safe, efficient, and well-maintained workplace. This role oversees building operations, vendor management, maintenance scheduling, space planning, and support for daily facility needs. The ideal candidate is highly organized, proactive, and comfortable managing multiple priorities in a fast-paced environment.</p><p><br></p><p><strong>Facilities & Building Operations</strong></p><ul><li>Coordinate daily building operations: HVAC, electrical, plumbing, security, janitorial, and general repairs.</li><li>Monitor building conditions and respond to service requests in a timely manner.</li><li>Schedule preventive maintenance and ensure compliance with safety and building codes.</li><li>Assist with office moves, updates, and space planning.</li><li>Serve as primary contact for facility-related vendors and contractors.</li><li>Obtain quotes, negotiate pricing, and manage service contracts.</li><li>Track and approve invoices, ensuring accuracy and timely payment.</li><li>Support workplace safety programs and emergency preparedness plans.</li><li>Maintain documentation for inspections, permits, and compliance requirements.</li><li>Conduct facility walkthroughs to identify risks or areas needing improvement.</li><li>Assist with employee workspace needs (access badges, desk setups, ergonomic equipment, etc.).</li><li>Coordinate meeting room setup, supplies, and equipment support.</li><li>Manage inventory of office and facility supplies.</li><li>Monitor facility expenses, track costs, and support budget planning.</li><li>Generate reports on maintenance activities, vendor performance, and facility metrics.</li></ul><p><br></p>
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
<p><strong>About the Company</strong></p><p>We are a leading services provider committed to delivering exceptional solutions to our clients while fostering a culture of innovation, collaboration, and professional growth. Our dynamic team is seeking a dedicated and detail-oriented Accounts Payable (AP) Accountant to join us in an onsite role in Hayward.</p><p><br></p><p><strong>Position Summary</strong></p><p>As an Accounts Payable Accountant, you will manage and oversee the company’s payables and ensure all accounting processes are compliant with corporate policies and regulations. You will play a critical role in supporting our financial operations and ensuring vendor payments are accurate and timely. This role is ideal for a highly organized professional who thrives in fast-paced environments, demonstrates strong problem-solving abilities, and possesses excellent communication skills.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Accounts Payable Process Management</strong>: Process vendor invoices in a timely and accurate manner, including coding, matching, and data entry.</li><li><strong>Payment Execution</strong>: Prepare checks, ACH payments, wire transfers, and resolve payment discrepancies promptly.</li><li><strong>Vendor Relations</strong>: Build and maintain positive relationships with suppliers and vendors, ensuring proper record management and responding to inquiries regarding payment statuses.</li><li><strong>Reconciliation</strong>: Perform regular reconciliations of vendor accounts, credit card statements, and AP ledger to ensure accuracy and resolve discrepancies.</li><li><strong>Compliance</strong>: Ensure compliance with company policies, procedures, and regulatory requirements, including proper handling of sensitive financial data.</li><li><strong>Reporting</strong>: Assist with generating reports on expense trends, AP aging, cash flow forecasts, and other financial metrics required by management.</li><li><strong>Support Month-End Close</strong>: Collaborate with other teams to support month-end and year-end closing activities, including journal entries and accruals related to AP.</li><li><strong>Process Improvement</strong>: Identify opportunities to streamline and enhance AP procedures for greater efficiency and accuracy.</li></ul>
We are looking for a Compensation and Benefits Administrator to join an established client in the South Bay. This is a direct permanent offering an excellent opportunity to support key HR functions and enhance your skills. The role involves working closely with the HR Management team and being point of contact for Compensation and Benefits Administration. <br> Responsibilities: • Coordinate and manage Employee Compensation and Benefits • Assist in maintaining and updating Human Resources Information Systems (HRIS) to reflect current employee data. • Provide administrative support for various HR functions, including record-keeping and policy updates. • Collaborate with team members - HRIS system recording all Compensation and Benefit changes • Ensure adherence to company policies and employment regulations in all HR practices. • Prepare reports and summaries related to HR activities for management review. • Support the implementation of new HR initiatives to improve operational efficiency
We are looking for a skilled Database Analyst to join our team in Livermore, California. In this Contract to permanent position, you will play a key role in supporting the implementation, maintenance, and operation of application systems within the education sector. Your expertise in data analysis and database management will help ensure timely and accurate reporting, while fostering collaboration between IT staff and end-users.<br><br>Responsibilities:<br>• Serve as the primary liaison between application users and IT staff, ensuring smooth communication and understanding of technical needs.<br>• Develop solutions to resolve user-related issues and provide technical support for application systems.<br>• Create and maintain documentation, including procedural guides and operational instructions, while utilizing collaboration platforms for user interaction and file sharing.<br>• Design, develop, and generate standardized and custom reports based on legal and user specifications using various software tools.<br>• Assist in maintaining quality control standards, participating in complex data systems projects, and ensuring accurate state reporting.<br>• Monitor and update automated reporting systems to track user inquiries, application issues, and enhancement requests.<br>• Modify database structures and reorganize databases to meet local data tracking requirements.<br>• Communicate with vendors and contractors to address technical issues related to software applications.<br>• Provide day-to-day support for application services, student assessment systems, web portals, and other assigned information systems.<br>• Foster cooperative working relationships and effectively communicate with stakeholders to meet organizational goals.
<p>Walnut Creek client is looking for a contract to permanent Sr. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Admin Team.</p><p><br></p><p>Duties Include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today!</p>
<p><strong>San Francisco (Presidio) – Hybrid, 1–2 days in office</strong></p><p><strong>$120–130k Base + Bonus</strong></p><p> </p><p><strong>If interested in this role, please send a message to <em>Jennifer Fukumae on LinkedIn</em> for quickest consideration.</strong></p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is partnering with a growing private investment firm. This a small, tight-knit team investing across unique alternative assets</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain Fund and GP general ledgers, including quarterly expenses, accruals, intercompany activity, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support timely audits and tax filings; coordinate with outside service providers and research technical accounting/tax issues</li><li>Monitor fund cash positions</li><li>Calculate and process capital calls and distributions</li><li>Review reporting packages from junior team members (capital activity, financial statements, LP deliverables, etc.)</li><li>Advise on non-routine or complex accounting transactions</li><li>Coach and mentor junior accountants</li><li>Partner with Investor Relations to address LP inquiries</li></ul><p><br></p>
<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
<p>As a Facility Support Specialist, you will play a key role in enhancing the experience of our employees and visitors. The role involves overseeing a wide array of responsibilities like managing event setup and tear down, maintaining conference rooms, coordinating employee relocations, and carrying out facility maintenance tasks. This dynamic role requires you to maintain the smooth functioning of our facility and contribute significantly to creating a safe, neat, and welcoming environment for all our employees and guests.</p><p><br></p><p>Essential Functions and Responsibilities:</p><ul><li>Event management: Arrange furniture, setup audiovisual equipment, coordinate with event organizers, and maintain cleanliness and organization of the event space.</li><li>Conference room upkeep: Restock supplies, conduct routine checks to make sure the rooms are neat, organized, and fully functional.</li><li>Employee relocation: Coordinate and execute the setting up of workstations and shifting of office furniture.</li><li>Facility support: Attend to requests and issues, perform routine maintenance tasks, and oversee the inventory of facility supplies.</li><li>Facility Maintenance: Conduct regular maintenance checks and power washing to maintain cleanliness and comply with safety and company regulations.</li><li>Building inspections: Conduct regular inspections to ensure safety and operational standards, report issues, and work with relevant departments on fixing those issues.</li><li>Work order management: Manage, prioritize and track progress of work order tickets, provide regular updates to employees for smooth facility operations.</li></ul><p><br></p>
<p>We are seeking a diligent Paralegal to join our legal team located in San Francisco, California. In this role, you will be responsible for assisting attorneys with various aspects of family law cases, conducting legal research, and ensuring the efficient management of client files. This role will also require you to prepare legal documents, schedule meetings, and perform administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Assist in the management of family law cases, including divorce, child custody, and spousal support cases</p><p>• Draft and prepare legal documents, including pleadings, motions, and affidavits</p><p>• Schedule and manage client meetings and court appearances</p><p>• Effectively communicate with clients, opposing counsel, and court personnel</p><p>• Assist attorneys in trial preparation, including the organization of exhibits and witness lists</p><p>• Attend court hearings and provide assistance to attorneys during proceedings</p><p>• Perform various administrative tasks such as filing and data entry</p><p>• Utilize legal case management software for case tracking and management.</p><p>• Maintain and organize client files and case documents in an efficient manner</p>
We are looking for an experienced Revenue Manager to join our team on a contract basis in San Francisco, California. This role is ideal for professionals with a strong background in revenue accounting and technical expertise in ASC 606 compliance. The position will involve collaborating with cross-functional teams to ensure accurate revenue recognition and reporting.<br><br>Responsibilities:<br>• Develop and implement processes for contract assessments and documentation related to ASC 606 compliance for long-term revenue streams.<br>• Analyze and interpret revenue contracts, working closely with legal and sales teams to clarify complex terms and conditions.<br>• Prepare and manage deferred revenue waterfall schedules to ensure accurate financial reporting.<br>• Investigate discrepancies between existing and newly developed waterfall schedules, providing clear explanations for variances.<br>• Collaborate with relevant departments to ensure seamless integration of revenue accounting practices.<br>• Provide expertise in healthcare revenue cycle management and accounts receivable processes.<br>• Utilize advanced Excel functions, such as pivot tables and lookups, to streamline data analysis and reporting.<br>• Maintain compliance with regulatory standards and ensure adherence to established revenue recognition policies.<br>• Deliver clear and concise communication across departments to support operational efficiency.<br>• Identify challenges within revenue accounting processes and implement effective solutions.
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an <strong>Investor Services Specialist</strong> to join a leading private equity firm. This role is ideal for someone who thrives in a dynamic environment, can juggle competing priorities, and adapts quickly to change. You’ll play a key part in supporting investor operations, communications, and data management while collaborating on technology initiatives and process improvements.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li><strong>Investor Reporting:</strong> Prepare and distribute quarterly/annual reports, capital account statements, and fund financials.</li><li><strong>Operations & Communication:</strong> Monitor inboxes, coordinate investor communications, and assist with onboarding new funds and investors.</li><li><strong>Data & Systems:</strong> Maintain investor information in CRM and fund accounting systems; support system implementations (Investorflow, Allvue, Sensr).</li><li><strong>Collaboration:</strong> Work closely with Investor Relations, Finance, and external consultants on ad hoc projects.</li><li><strong>Compliance:</strong> Coordinate AML/KYC documentation and tax forms with external service providers.</li><li><strong>Continuous Improvement:</strong> Identify best practices and recommend enhancements to reporting templates and investor portals.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual bonus.</li><li>100% company-paid medical, dental, and vision coverage.</li><li>Generous retirement contributions and other benefits.</li><li>Collaborative, hands-on manager who values structure and organization.</li><li>Free meals and a supportive, team-oriented culture</li></ul>
<p>We are looking for an experienced Accounting Manager to join our team in Brisbane, California. This is a long-term contract position offering the opportunity to play a key role in managing financial operations and ensuring compliance with accounting standards. The ideal candidate will possess strong technical accounting expertise and exceptional organizational skills, with the ability to communicate effectively across all levels of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage the month-end close process, including preparation and review of journal entries.</p><p>• Coordinate audit preparation and act as the primary liaison with external auditors to ensure smooth audit processes.</p><p>• Assist with compliance initiatives, providing support for regulatory requirements as directed by the Assistant Controller.</p><p>• Apply advanced technical accounting knowledge to maintain accurate financial records and reporting.</p><p>• Utilize systems such as NetSuite to enhance financial operations and reporting.</p><p>• Collaborate with executive leadership and cross-functional teams to communicate financial insights and updates.</p><p>• Ensure the general ledger is accurate and reconciled, maintaining high standards of financial integrity.</p><p>• Prepare and analyze financial statements, ensuring compliance with applicable accounting standards.</p><p>• Lead efforts to improve accounting processes, driving efficiency and accuracy across operations.</p>
<p>We are seeking a skilled Database Analyst to join our team in San Francisco, California. This position is a contract-to-permanent opportunity, requiring a detail-oriented individual with a strong technical background and hands-on experience in database management and data migration. The role involves working on-site three days a week and contributing to the seamless integration and optimization of organizational data systems.</p><p><br></p><p>Responsibilities:</p><p>• Lead the migration of data from legacy systems into Apricot/Bonterra, ensuring accuracy and consistency throughout the process.</p><p>• Utilize Apricot’s tools to design and modify forms, fields, and import mappings for complex datasets.</p><p>• Extract, transform, and clean data from scattered legacy databases using SQL Server and Access.</p><p>• Validate, troubleshoot, and verify data to maintain compliance with reporting standards and privacy regulations.</p><p>• Develop training materials and provide hands-on support to non-technical staff during the transition to a unified data system.</p><p>• Design and implement reporting and visualization solutions using tools like Power BI and Tableau.</p><p>• Collaborate with diverse teams to ensure data integrity and promote consistent practices across all programs.</p><p>• Monitor and improve data quality to support grant and contract reporting needs.</p><p>• Provide technical guidance to staff and foster a collaborative, mission-driven work environment.</p>
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p>We are looking for a highly organized and detail-oriented Executive Assistant to provide comprehensive support to senior leadership within a dynamic and fast-paced environment. This long-term contract position offers the opportunity to contribute to high-level administrative operations while working closely with executives, clients, and internal teams. The role requires exceptional attention to detail, discretion, and the ability to manage multiple tasks effectively.</p><p><br></p><p>Responsibilities:</p><p>• Manage and coordinate executive calendars, schedule meetings, and ensure all appointments are organized efficiently.</p><p>• Arrange travel plans, including booking flights, accommodations, and transportation, while addressing any logistical needs.</p><p>• Prepare and review documents, presentations, and correspondence with a focus on accuracy and quality.</p><p>• Facilitate internal and external meetings by organizing agendas, taking notes, and ensuring follow-up actions are completed.</p><p>• Handle expense reporting and maintain accurate records for reimbursement and budgeting purposes.</p><p>• Support onboarding processes for new hires and assist with office operations, including vendor management and supplies.</p><p>• Collaborate with HR, Operations, and leadership teams on administrative projects and initiatives.</p><p>• Maintain confidentiality and discretion while managing sensitive information and communications.</p><p>• Ensure deadlines are met by prioritizing tasks and managing competing priorities effectively.</p><p>• Demonstrate a detail-oriented approach when interacting with clients, vendors, and internal stakeholders.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00416-0013349849 **</p>
<p>Our client is seeking a Technology Asset Management Coordinator II to support enterprise-wide technology asset lifecycle management with a focus on ServiceNow automation, ServiceNow Asset Management, and inventory control. This role is responsible for ensuring accurate asset tracking, optimizing inventory workflows, and supporting the procurement, deployment, return, and disposal of technology equipment across the organization.</p><p><br></p><p>The Coordinator II maintains detailed asset records, drives process accuracy, and works closely with IT teams, end users, and vendors to ensure equipment is delivered and managed efficiently. This role requires hands-on work in warehouse and office environments and the ability to lift up to 35 lbs.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and enhance ServiceNow Asset Management workflows, including automation, asset updates, inventory reconciliation, and lifecycle tracking.</li><li>Maintain asset records across procurement, deployment, returns, repairs, and end-of-life.</li><li>Process daily receiving of technology equipment and update all corresponding ServiceNow asset records with barcode scans and documentation.</li><li>Coordinate shipping, receiving, and distribution of laptops, desktops, mobile devices, and peripherals.</li><li>Prepare, process, and track purchase orders for inventory replenishment.</li><li>Manage equipment returns from corporate and field offices; evaluate and re-enter reusable equipment into inventory.</li><li>Maintain inventory accuracy through regular audits, cycle counts, and reconciliation reports.</li><li>Process and close Asset Management tickets, ensuring complete documentation and timely customer communication.</li><li>Coordinate e-waste collection and disposal following company and environmental guidelines.</li><li>Create and maintain reports on inventory levels, asset lifecycle metrics, and audit findings.</li><li>Follow all Robert Half IT guidelines, policies, and security standards.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p>Join a leading wealth management firm dedicated to delivering holistic financial solutions for high-net-worth clients. This role offers the opportunity to work closely with an experienced tax team and contribute to impactful tax strategies in a collaborative, client-focused environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare individual tax returns (primarily 1040) with accuracy and efficiency</li><li>Liaise directly with clients to collect documentation and ensure a smooth process</li><li>Provide tax analysis, projections, and estimated payment calculations</li><li>Stay current on tax laws and advise clients on compliance and optimization strategies</li><li>Support internal education for wealth advisors and collaborate on planning initiatives</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive salary + bonus</li><li>Comprehensive benefits (Medical, Dental, Vision, Life, Disability)</li><li><strong>401(k) with 3% match</strong></li><li>Wellness allowance, commuter benefits, and monthly cell phone stipend</li><li>Generous parental leave, PTO (including birthday and volunteer days)</li><li>Learning & development stipend and donation match program</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Private Equity Firm</strong> to hire a <strong>Fund Accountant</strong> who will support the financial reporting and operations of a growing investment platform. This role offers high visibility and the opportunity to work closely with Finance, Legal, and Investor Relations teams across a diverse portfolio of private equity investments.</p><p> </p><p><strong>About the Firm (Confidential)</strong></p><p>This private equity firm invests in founder-led businesses undergoing key inflection points and focuses on growth-oriented companies within technology, business services, and related sectors. With nearly $1B in assets under management and continued fundraising activity, the firm provides a collaborative, high-performance environment with strong exposure to both investment and operational functions.</p><p> </p><p><strong>Summary</strong></p><p>The Fund Accountant will report to senior members of the Finance team and collaborate closely with internal stakeholders and external partners. This position is fully on-site in San Mateo and is ideal for someone who thrives in a dynamic, hands-on environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Investment Funds / Management Company Financials</strong></p><ul><li>Assist with wire processing for capital distributions, redemptions, and expenses</li><li>Support quarterly and annual close processes, including preparing financial statements and valuation-related schedules</li><li>Work closely with the fund administrator to shadow books and records</li><li>Prepare quarterly investor reporting packages and supporting schedules</li><li>Support analytical projects such as complex valuations, public comparable analyses, and liquidation waterfalls</li><li>Help monitor and collect financial data from privately held portfolio companies</li><li>Maintain documentation in accordance with internal finance policies</li><li>Liaise with external auditors and assist with audit and tax schedules</li></ul><p><strong>Limited Partner / Investor Support</strong></p><ul><li>Coordinate with Finance and Investor Relations to prepare capital call and distribution allocations and investor notices</li><li>Track and prepare audit confirmation requests for investors and portfolio companies</li><li>Assist with ongoing automation and process improvements</li></ul><p> </p>
