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68 results for Hybrid in San Francisco, CA

Tax Manager | Remote/Hybrid CA
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 125000.00 - 150000.00 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong> </p><p> </p><p><strong>Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW Clients</strong></p><p><strong>Compensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California)</strong></p><p> </p><p>Are you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance?</p><p> </p><p>Robert Half is partnering with a highly respected boutique Wealth Management firm managing approximately $1B in assets for high-net-worth individuals and families. The firm has built a close-knit, collaborative team and is looking for an experienced <strong>Tax Manager</strong> to join the organization and play an important role in both client service and the continued growth of the tax function.</p><p> </p><p><strong>What You'll Do</strong></p><ul><li>Prepare and review <strong>individual tax returns for HNW and UHNW clients</strong></li><li>Prepare and review <strong>trust tax returns</strong></li><li>Handle a small number of <strong>business entity returns</strong></li><li>Provide <strong>year-round tax planning, projections, and strategic guidance</strong></li><li>Participate directly in <strong>client meetings</strong> and communicate complex tax matters clearly</li><li>Review work prepared by other team members and provide guidance and mentorship</li><li>Oversee aspects of the tax function and help ensure accuracy, efficiency, and timely completion of deliverables</li><li>Support tax-related operations, processes, and workflow improvements</li><li>Collaborate with Wealth Advisors and other professionals to provide a comprehensive client experience</li><li>Work independently and take ownership of client relationships and deliverables</li></ul><p><br></p>
  • 2026-08-19T03:13:42Z
Senior Fund Accountant | Hybrid | Strong Growth
  • San Mateo, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 160000.00 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>If you're looking to transition from public accounting into private equity—or you're already in fund accounting and want to join one of the industry's most respected investment firms—this is an outstanding opportunity.</p><p><br></p><p>We're hiring a <strong>Senior Fund Accountant</strong> to join the finance team of a leading private equity firm managing <strong>over $10B in AUM</strong>. This is a high-visibility role offering direct exposure to complex fund structures, investor reporting, fund operations, and senior finance leadership, all within a collaborative team that genuinely invests in developing its people.</p><p><br></p><p><strong>What You'll Do</strong></p><p>• Prepare quarterly and annual fund financial statements (audited & unaudited)</p><p>• Support fund close, capital calls, distributions, and investor allocations</p><p>• Maintain reconciliations and partner with external auditors during annual audits</p><p>• Analyze cash activity, investment transactions, and fund performance reporting</p><p>• Assist with SEC reporting, process improvements, and AI-driven initiatives</p><p>• Work closely with senior finance leadership on high-impact projects</p>
  • 2026-08-17T04:08:42Z
Senior Fund Accountant | Hybrid| Exceptional Team & Mentorsh
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 160000.00 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>If you're looking to transition from public accounting into private equity—or you're already in fund accounting and want to join one of the industry's most respected investment firms—this is an outstanding opportunity.</p><p><br></p><p>We're hiring a <strong>Senior Fund Accountant</strong> to join the finance team of a leading private equity firm managing <strong>over $10B in AUM</strong>. This is a high-visibility role offering direct exposure to complex fund structures, investor reporting, fund operations, and senior finance leadership, all within a collaborative team that genuinely invests in developing its people.</p><p><br></p><p><strong>What You'll Do</strong></p><p>• Prepare quarterly and annual fund financial statements (audited & unaudited)</p><p>• Support fund close, capital calls, distributions, and investor allocations</p><p>• Maintain reconciliations and partner with external auditors during annual audits</p><p>• Analyze cash activity, investment transactions, and fund performance reporting</p><p>• Assist with SEC reporting, process improvements, and AI-driven initiatives</p><p>• Work closely with senior finance leadership on high-impact projects</p>
  • 2026-08-17T04:04:28Z
Systems Administrator
  • San Jose, CA
  • onsite
  • Temporary / Contract
  • 39.59 - 45.84 USD / Hourly
  • We are looking for a Systems Administrator to support and maintain critical infrastructure in San Jose, California. This Long-term Contract position focuses on cloud platforms, directory services, backup operations, and core enterprise systems that keep the environment secure and reliable. The ideal candidate will bring strong hands-on experience with Microsoft technologies, infrastructure monitoring, and hybrid environments while working across day-to-day administration and issue resolution.<br><br>Responsibilities:<br>• Oversee Microsoft Azure services, ensuring stable performance, secure configuration, and ongoing operational support across the environment.<br>• Administer backup and disaster recovery processes, including management of Veeam jobs, recovery testing, and issue remediation.<br>• Maintain and support hybrid Active Directory environments, including user access, policies, synchronization, and identity-related troubleshooting.<br>• Manage public-facing infrastructure components to promote availability, security, and dependable system operation.<br>• Support file sharing platforms by handling configuration, access concerns, performance issues, and service troubleshooting.<br>• Administer secure file transfer services and resolve connectivity, authentication, and operational problems as needed.<br>• Use SolarWinds to track system health, respond to alerts, and help prevent service disruptions through proactive monitoring.<br>• Provide support for Active Directory Federation Services and related authentication services used across integrated systems.<br>• Administer Microsoft System Center Configuration Manager and assist with VMware environment support, maintenance, and troubleshooting.
  • 2026-08-10T16:33:41Z
Quality Compliance Specialist
  • Petaluma, CA
  • onsite
  • Temporary / Contract
  • 35.63 - 41.25 USD / Hourly
  • We are looking for a Quality Compliance Specialist to join a Contract assignment supporting quality and regulatory activities in Petaluma, California. This role blends compliance coordination, administrative support, and project-based work in a hybrid environment, making it well suited for someone who is organized, proactive, and comfortable improving processes. The ideal candidate brings experience with regulated products, strong documentation habits, and the technical confidence to manage information accurately while partnering with internal teams.<br><br>Responsibilities:<br>• Coordinate day-to-day quality and compliance activities to help maintain accurate records, timely follow-up, and consistent execution of required tasks.<br>• Support coverage for a leave of absence by completing cross-training, learning current workflows, and ensuring continuity across compliance-related operations.<br>• Maintain organized documentation, track open items, and capture guidance clearly so information can be referenced without repeated follow-up.<br>• Partner with internal stakeholders to monitor regulatory and quality requirements associated with product distribution, including compliance considerations for yeast-related products.<br>• Contribute to administrative and project coordination work by managing schedules, status updates, and task ownership across multiple priorities.<br>• Identify opportunities to strengthen existing procedures and recommend practical improvements that increase consistency and efficiency.<br>• Use business systems and digital tools effectively to manage records, reporting, and workflow updates in a hybrid work setting.<br>• Serve as a reliable point of contact for compliance support, escalating issues appropriately and helping teams stay aligned with established processes.
  • 2026-08-19T15:05:18Z
Technology Audit & Advisory Manager
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong> </p><p><br></p><p>Title: <strong> Technology Audit & Advisory Manager | San Francisco (Hybrid)</strong></p><p><br></p><p>I'm partnering with a leading global consulting firm to identify a <strong>Technology Audit & Advisory Manager</strong> for its growing San Francisco practice.</p><p>If you're currently in <strong>Big 4 IT Audit, Technology Risk, Internal Audit, SOX, or IT Controls</strong> and are looking for broader client exposure, greater ownership, and a collaborative consulting environment, this could be an excellent next step.</p><p><br></p><p><strong>What you'll be doing:</strong></p><p> • Lead technology audit and advisory engagements for a diverse portfolio of clients</p><p> • Advise organizations on IT risk, governance, internal controls, cybersecurity, and emerging technologies</p><p> • Build and maintain strong client relationships while serving as a trusted advisor</p><p> • Mentor and develop consultants and senior consultants</p><p> • Contribute to business development and practice growth initiatives</p><p><strong> </strong></p>
  • 2026-08-13T23:28:38Z
Client Services & Operations Associate
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 70000.00 - 80000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus</strong></p><p> </p><p>Join a <strong>well-established, growth-oriented wealth management firm</strong> known for its <strong>client-first culture</strong>, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to <strong>financial advisors, firm leadership, and high-net-worth clients</strong>.</p><p> </p><p>The firm offers a <strong>flexible hybrid schedule</strong>, strong mentorship, ongoing professional development, <strong>internal growth opportunities</strong>, <strong>bonus potential</strong>, retirement contributions, and employee financial planning benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-14T13:38:41Z
VP, Controller
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 230000.00 - 325000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p><br></p><p><strong>VP, Controller | San Francisco | Hybrid; 2 days onsite | Generous Comp (Including CARRY) + Strong Benefits</strong></p><p><br></p><p>Join a <strong>well-established investment firm</strong> with a strong track record of backing high-growth companies. With significant assets under management and a collaborative, hands-on culture, the firm continues to expand across innovative, technology-driven businesses.</p><p><br></p><p>This is a <strong>senior leadership opportunity </strong>within a lean, <strong>high-performing team</strong>. The role offers <strong>strong visibility with senior leadership</strong>, the chance to shape and <strong>scale a key finance function</strong>, and a <strong>flexible hybrid work model</strong>.</p><p><br></p><p>There is a strong focus on <strong>process improvement and modernization</strong>. This role goes beyond maintenance, with an expectation to <strong>improve how things are done and drive change</strong> as the firm scales. A forward-leaning approach to systems, automation, and AI is highly valued.</p><p><br></p><p>Responsibilities</p><ul><li>Lead oversight of the fund accounting function, managing a small team in a review-focused capacity</li><li>Own financial reporting across multiple investment vehicles</li><li>Support GP accounting, including management fee calculations, offsets, and fund lifecycle activity</li><li>Oversee audit and tax coordination with external partners</li><li>Manage capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Drive improvements in systems, reporting, and operational processes</li><li>Support scaling of the function as new funds are raised</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-21T13:38:45Z
Senior Manager | IT Audit
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 150000.00 - 180000.00 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong> </p><p> </p><p>Title: <strong> Senior Manager | San Francisco (Hybrid)</strong></p><p> </p><p>I'm partnering with a leading global consulting firm to identify a Senior Manager for its growing San Francisco practice.</p><p>If you're currently in <strong>Big 4 IT Audit, Technology Risk, Internal Audit, SOX, or IT Controls</strong> and are looking for broader client exposure, greater ownership, and a collaborative consulting environment, this could be an excellent next step.</p><p> </p><p><strong>What you'll be doing:</strong></p><p>• Lead technology audit and advisory engagements for a diverse portfolio of clients</p><p>• Advise organizations on IT risk, governance, internal controls, cybersecurity, and emerging technologies</p><p>• Build and maintain strong client relationships while serving as a trusted advisor</p><p>• Mentor and develop consultants and senior consultants</p><p>• Contribute to business development and practice growth initiatives</p><p><strong> </strong></p>
  • 2026-08-19T15:48:47Z
Technology Audit & Advisory Manager
  • San Francisco, California, United States, CA
  • onsite
  • Permanent / Full Time
  • 100000.00 - 150000.00 USD / Yearly
  • <p><strong>Technology Audit & Advisory Manager | San Francisco (Hybrid)</strong></p><p><br></p><p>Robert Half is partnering with a leading global consulting firm to identify a <strong>Technology Audit & Advisory Manager</strong> for its growing San Francisco practice.</p><p>If you're currently in <strong>Big 4 IT Audit, Technology Risk, Internal Audit, SOX, or IT Controls</strong> and seeking broader client exposure, increased ownership, and a collaborative consulting environment, this could be an excellent next step.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead technology audit and advisory engagements for a diverse client portfolio.</li><li>Advise clients on IT risk, governance, internal controls, cybersecurity, and emerging technology initiatives.</li><li>Serve as a trusted advisor while building and maintaining strong client relationships.</li><li>Mentor and develop consultants and senior consultants.</li><li>Support business development and practice growth efforts.</li></ul><p><strong>Qualifications</strong></p><ul><li>5+ years of experience in Technology Audit, IT Risk, Internal Audit, SOX, or IT Controls.</li><li>Public accounting and/or consulting experience preferred.</li><li>Proven experience leading client engagements and managing teams.</li><li>Strong communication, presentation, and relationship-building skills.</li><li>CPA, CISA, CISSP, or other relevant certifications are a plus.</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Join a highly respected consulting firm with a strong technology risk and advisory practice.</li><li>Work with a diverse client base, from high-growth companies to complex global organizations.</li><li>Collaborative culture with strong mentorship and career advancement opportunities.</li><li>Hybrid work environment.</li><li>Competitive compensation and comprehensive benefits.</li></ul><p><strong>Interested in learning more?</strong> Apply today for confidential consideration.</p>
  • 2026-08-13T17:48:46Z
Financial Advisor
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 150000.00 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-07T13:33:57Z
Legal Secretary
  • Redwood City, CA
  • onsite
  • Permanent / Full Time
  • 80000.00 - 90000.00 USD / Yearly
  • <p>We are looking for a Legal Secretary to join a law firm based in Redwood City. In this role, you will provide dedicated support to a group of attorneys handling litigation matters, helping keep cases organized, filings timely, and legal documents accurate and well prepared. This opportunity is well suited for a legal support specialist who enjoys working in a fast-paced practice and wants to build a long-term career with an established firm. The position requires on-site work during training, with the possibility of a hybrid schedule afterward.</p><p><br></p><p>Responsibilities:</p><p>• Support attorneys through multiple stages of litigation by coordinating documents, deadlines, and daily case activity.</p><p>• Prepare, revise, and proofread pleadings, motions, correspondence, and other legal materials to ensure accuracy and proper formatting.</p><p>• Submit court documents through state and federal electronic filing systems while monitoring for compliance with filing rules and deadlines.</p><p>• Maintain attorney calendars by scheduling hearings, court appearances, meetings, and other case-related commitments.</p><p>• Track critical dates and follow up on upcoming deadlines to help matters progress efficiently and without delay.</p><p>• Organize and update electronic and paper case files, including indexes and supporting documentation for active matters.</p><p>• Produce tables of authorities and tables of contents for legal filings and assist with finalizing documents for submission.</p><p>• Communicate effectively with clients, opposing counsel, court staff, and internal team members regarding scheduling, filings, and case-related correspondence.</p>
  • 2026-07-29T16:43:46Z
Finance Coordinator
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 33.00 - 34.00 USD / Hourly
  • <p> This is a Long-term Contract opportunity offering a hybrid work arrangement and the chance to contribute to a fast-paced environment focused on accuracy, communication, and operational support. The ideal candidate will bring strong organizational skills, confidence working with vendors and internal partners, and the ability to manage multiple finance-related tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain purchase orders while ensuring information is complete, accurate, and aligned with internal guidelines.</p><p>• Communicate with vendors to address questions, follow up on outstanding items, and help resolve billing-related issues in a timely manner.</p><p>• Review, track, and process vendor invoices to support smooth financial operations and proper documentation.</p><p>• Partner with facilities and internal support teams to coordinate requests, scheduling needs, and operational follow-through.</p><p>• Assist with finance-related projects designed to improve workflows, support implementation activities, and strengthen team processes.</p><p>• Help organize and support training sessions tied to updated procedures, tools, or process enhancements.</p><p>• Prepare spreadsheets, records, and status updates using Microsoft Excel and other business systems to keep information current and accessible.</p><p>• Provide general coordination support to the finance team by managing priorities, responding to ad hoc requests, and maintaining clear communication across stakeholders</p>
  • 2026-07-28T15:58:47Z
Staff Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 65000.00 - 75000.00 USD / Yearly
  • <p><strong>Now Hiring: Staff Accountant | Hybrid 1-2 days in office | San Francisco</strong></p><p><br></p><p>Natalie Lue with Robert Half partnering with a mission-driven organization seeking a<strong> Staff Accountant </strong>to join a collaborative accounting team.</p><p>This role reports to the Controller and offers a mix of accounts payable, general accounting, month-end close, reconciliations, and audit support responsibilities.</p><p><br></p><p><strong>Key responsibilities include: </strong></p><p>• Full-cycle accounts payable, expense reports, and vendor payments</p><p>• Journal entries, accruals, and prepaid expense accounting</p><p>• Monthly account reconciliations and month-end close support</p><p>• Annual audit and compliance support, including 1099 processing</p><p>• Maintaining accurate financial records and documentation</p><p>• Cross-functional collaboration with both finance and non-finance teams</p><p><br></p><p><strong>For confidential consideration,apply today.</strong></p>
  • 2026-08-13T19:43:43Z
Client Associate - Advisor Track | RIA Firm
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 75000.00 - 80000.00 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Job Title: Client Operations Specialist </strong></p><p><strong>Location: </strong>San Francisco; Hybrid</p><p><strong>Salary: $75-80k + Bonus</strong></p><p> </p><p>Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. <strong>If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role,</strong> this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and <strong>offers real potential for career advancement.</strong></p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul><p><br></p>
  • 2026-08-13T15:13:41Z
Tax Manager | Boutique RIA Firm
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 125000.00 - 150000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW Clients</strong></p><p><strong>Compensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote - Must Reside in California</strong></p><p> </p><p>Are you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance?</p><p> </p><p>Robert Half is partnering with a highly respected boutique Wealth Management firm managing approximately $1B in assets for high-net-worth individuals and families. The firm has built a close-knit, collaborative team and is looking for an experienced <strong>Tax Manager</strong> to join the organization and play an important role in both client service and the continued growth of the tax function.</p><p> </p><p><strong>What You'll Do</strong></p><ul><li>Prepare and review <strong>individual tax returns for HNW and UHNW clients</strong></li><li>Prepare and review <strong>trust tax returns</strong></li><li>Handle a small number of <strong>business entity returns</strong></li><li>Provide <strong>year-round tax planning, projections, and strategic guidance</strong></li><li>Participate directly in <strong>client meetings</strong> and communicate complex tax matters clearly</li><li>Review work prepared by other team members and provide guidance and mentorship</li><li>Oversee aspects of the tax function and help ensure accuracy, efficiency, and timely completion of deliverables</li><li>Support tax-related operations, processes, and workflow improvements</li><li>Collaborate with Wealth Advisors and other professionals to provide a comprehensive client experience</li><li>Work independently and take ownership of client relationships and deliverables</li></ul><p><br></p>
  • 2026-08-19T03:18:44Z
Client Operations | RIA Firm
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 75000.00 - 80000.00 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong> </p><p><br></p><p><strong>San Francisco, CA | Hybrid | $75,000–$85,000 + Bonus</strong></p><p><br></p><p><strong>Build Your Career, Not Just Your Resume</strong></p><p>Robert Half is partnering with a growing Registered Investment Advisor (RIA) that believes great people should have the opportunity to <strong>grow, learn, and build a career within the firm.</strong></p><p>This is more than a traditional Client Service Associate role. You’ll join a <strong>collaborative, close-knit team</strong> where people genuinely work together, mentorship is part of the culture, and your career path can evolve based on your goals.</p><p><br></p><p>Want to build your career in <strong>Operations?</strong> There’s a path for that.</p><p>Interested in becoming an <strong>Advisor?</strong> The team will help you develop toward that goal.</p><p><br></p><p>You’ll have the opportunity to work alongside experienced professionals, learn the full wealth management process, and gradually take on more responsibility as you grow. The firm strongly believes in <strong>promoting from within</strong> and investing in the people who want to build their future there.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with the Advisory and Client Services teams to learn the ins and outs of wealth management and support the full client experience.</li><li>Gather, organize, and maintain client information, including financial data and personal goals.</li><li>Review client financial documents and help prepare information used in financial planning.</li><li>Assist with financial plans, investment policy statements, portfolio reports, and other client deliverables.</li><li>Work cross-functionally with team members and gain exposure to different areas of the business.</li><li>Take on new responsibilities as you develop your skills and identify the career path that interests you most.</li></ul>
  • 2026-08-15T00:18:40Z
Tax Preparer
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 38.00 - 50.00 USD / Hourly
  • <p>We are seeking an experienced Tax Preparer to support a public accounting firm in San Francisco during the fall tax deadline season. This hybrid contract role will focus primarily on preparing individual income tax returns and handling more complex returns involving pass-through income, rental properties, and self-employment activity.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare federal and California individual income tax returns.</li><li>Complete returns involving Forms W-2 and 1099, K-1s, Schedule C, and Schedule E.</li><li>Review client tax documents for accuracy and completeness.</li><li>Organize tax workpapers and maintain supporting documentation.</li><li>Identify missing information and communicate follow-up needs.</li><li>Calculate estimated tax payments and extension amounts.</li><li>Research tax questions and resolve return discrepancies.</li><li>Respond to reviewer comments and update returns promptly.</li><li>Assist with partnership, S corporation, trust, or corporate returns as needed.</li><li>Track assignments and meet federal and state filing deadlines.</li><li>Maintain confidentiality of client tax and financial information.</li></ul>
  • 2026-08-13T20:58:44Z
Senior Wealth Analyst – High-Impact Role with Direct Client
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 115000.00 - 145000.00 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Senior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco.</strong></p><p><br></p><p>If you're a Wealth Analyst who wants to move beyond simply preparing reports and actually get closer to <strong>portfolio management, financial planning, investment management, and clients</strong>, this could be a great next step.</p><p><br></p><p>&#128176; <strong>$115K–$145K base + up to 20% bonus + profit sharing</strong></p><p>&#128205; <strong>San Francisco Financial District</strong></p><p>&#127970; <strong>Hybrid – 2 days/week in office</strong></p><p><br></p><p><br></p><p>&#128640; Why This Role Stands Out</p><p>You'll work directly alongside <strong>Wealth Managers</strong> and gain exposure across the full wealth management process—not just one narrow piece of it.</p><p>Your work will include:</p><p>&#128202; Portfolio management & analysis</p><p>&#128200; Investment management</p><p>&#129518; Financial planning & modeling</p><p>&#128203; Quarterly portfolio reviews</p><p>&#129309; Preparing materials for client meetings</p><p>&#128161; Supporting Wealth Managers with high-level client strategies</p><p><br></p><p>And importantly, <strong>this is a role with a path forward.</strong></p><p><br></p><p>The team structure provides a clear progression from <strong>Wealth Analyst → Senior Wealth Analyst → Wealth Advisor → Wealth Manager.</strong></p>
  • 2026-08-17T04:39:14Z
Payroll Specialist
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 35.00 - 45.00 USD / Hourly
  • <p>We are seeking a Payroll Specialist to support accurate and timely payroll processing for a San Francisco organization. This hybrid contract role will manage payroll data, employee changes, reconciliations, compliance requirements, and payroll-related inquiries.</p><p><strong>Responsibilities</strong></p><ul><li>Process weekly, biweekly, or semimonthly payroll for exempt and nonexempt employees.</li><li>Review timecards, payroll changes, deductions, bonuses, and benefit elections.</li><li>Process new hires, terminations, promotions, and employee status changes.</li><li>Calculate final pay, overtime, commissions, and other supplemental payments.</li><li>Audit payroll reports and resolve discrepancies before payroll submission.</li><li>Reconcile payroll registers, benefit deductions, and general ledger accounts.</li><li>Respond to employee questions regarding pay, taxes, and deductions.</li><li>Maintain payroll records in accordance with company and legal requirements.</li><li>Assist with quarterly and year-end reporting, including W-2 preparation.</li><li>Support payroll process documentation and system improvement projects.</li></ul><p><br></p>
  • 2026-08-13T19:43:43Z
Senior Fund Accountant | High-Impact PE Role | Learn, Grow &
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 120000.00 - 160000.00 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>If you're looking to transition from public accounting into private equity—or you're already in fund accounting and want to join one of the industry's most respected investment firms—this is an outstanding opportunity.</p><p><br></p><p>We're hiring a <strong>Senior Fund Accountant</strong> to join the finance team of a leading private equity firm managing <strong>over $10B in AUM</strong>. This is a high-visibility role offering direct exposure to complex fund structures, investor reporting, fund operations, and senior finance leadership, all within a collaborative team that genuinely invests in developing its people.</p><p><br></p><p><strong>What You'll Do</strong></p><p>• Prepare quarterly and annual fund financial statements (audited & unaudited)</p><p>• Support fund close, capital calls, distributions, and investor allocations</p><p>• Maintain reconciliations and partner with external auditors during annual audits</p><p>• Analyze cash activity, investment transactions, and fund performance reporting</p><p>• Assist with SEC reporting, process improvements, and AI-driven initiatives</p><p>• Work closely with senior finance leadership on high-impact projects</p>
  • 2026-08-17T04:04:28Z
Senior Accountant
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 45.00 - 55.00 USD / Hourly
  • <p>We are seeking a Senior Accountant to support month-end close, financial reporting, audit preparation, and complex general ledger activities for a San Francisco organization. This hybrid contract role requires someone who can quickly assess accounting issues and work independently with limited direction.</p><p><strong>Responsibilities</strong></p><ul><li>Lead assigned portions of the monthly, quarterly, and year-end close.</li><li>Prepare and review journal entries, accruals, and account reconciliations.</li><li>Analyze financial results and investigate material variances.</li><li>Maintain supporting schedules for prepaid expenses, fixed assets, and accruals.</li><li>Assist with financial statement preparation and management reporting.</li><li>Support external audits by preparing schedules and responding to requests.</li><li>Review accounting transactions for accuracy and GAAP compliance.</li><li>Document accounting procedures and strengthen internal controls.</li><li>Identify and implement improvements to close and reconciliation processes.</li><li>Provide guidance and review support to junior accounting staff.</li></ul><p><br></p>
  • 2026-08-13T19:43:43Z
Staff Accountant
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 38.00 - 48.00 USD / Hourly
  • <p>Description of Position:</p><p>We are seeking a Staff Accountant to support the accounting operations of a growing organization in San Francisco. This hybrid contract role will focus on general ledger accounting, reconciliations, journal entries, month-end close, and transactional accounting support.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare and post journal entries, accruals, and account adjustments.</li><li>Complete bank, credit card, and balance sheet reconciliations.</li><li>Assist with monthly and year-end closing activities.</li><li>Maintain general ledger accounts and investigate discrepancies.</li><li>Support accounts payable, accounts receivable, and expense reporting.</li><li>Prepare schedules and documentation for internal and external audits.</li><li>Assist with financial reporting and variance analysis.</li><li>Maintain accurate accounting records and supporting documentation.</li><li>Identify opportunities to improve accounting procedures and controls.</li></ul><p><br></p>
  • 2026-08-13T19:43:43Z
Fund Accountant
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 35.00 - 50.00 USD / Hourly
  • <p>We are seeking a Fund Accountant to support the accounting and reporting activities of an investment management firm in San Francisco. This hybrid contract role will focus on fund-level accounting, portfolio reconciliations, capital activity, financial reporting, and audit support.</p><p><strong>Responsibilities</strong></p><ul><li>Maintain accounting records for assigned investment funds and related entities.</li><li>Prepare and post journal entries for investment, income, expense, and capital activity.</li><li>Reconcile cash, investment positions, and fund activity to custodial and administrator records.</li><li>Calculate or review net asset value and investor allocations.</li><li>Record capital calls, distributions, management fees, and fund expenses.</li><li>Maintain partner capital accounts and investment roll-forward schedules.</li><li>Prepare monthly, quarterly, and annual fund reporting packages.</li><li>Review administrator reports and investigate accounting discrepancies.</li><li>Assist with financial statement preparation and annual audits.</li><li>Coordinate with fund administrators, auditors, custodians, and internal teams.</li><li>Support investor reporting, data requests, and ad hoc accounting projects.</li><li>Document procedures and identify opportunities to improve fund accounting processes.</li></ul>
  • 2026-08-13T20:58:44Z
Financial Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 42.00 - 55.00 USD / Hourly
  • <p>We are seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and performance analysis for a growing San Francisco organization. This hybrid contract role will work with accounting and business leaders to provide clear and actionable financial insights.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly financial reports, forecasts, and budget-to-actual analyses.</li><li>Analyze revenue, expenses, headcount, and operational performance.</li><li>Maintain financial models and departmental reporting schedules.</li><li>Investigate financial variances and communicate key business drivers.</li><li>Partner with department leaders to gather forecasting assumptions.</li><li>Assist with annual budgeting and long-range planning activities.</li><li>Develop dashboards and management presentations.</li><li>Validate financial data across accounting and planning systems.</li><li>Support scenario analysis and business-case development.</li><li>Improve reporting processes through Excel, Power BI, or other tools.</li></ul><p><br></p>
  • 2026-08-13T19:43:43Z
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