<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </p><p><br></p><p><strong>Finance Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | Fund Accountant | San Francisco Bay Area | Hybrid; 1-2 days a week </strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>CFO | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</p><p> </p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p>Responsibilities</p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>global private equity firm</strong> that is expanding its finance team. This is an exciting opportunity for professionals with a <strong>public accounting background</strong> to transition into <strong>investment accounting</strong>, take on immediate responsibility, and build a career with <strong>strong growth potential</strong>.</p><p>The firm is known for its <strong>supportive, career-focused culture</strong>, offering mentorship, advancement opportunities, and generous rewards for high-quality work.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage <strong>Fund and General Partner ledgers</strong>, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review <strong>quarterly and annual financial statements</strong>.</li><li>Support <strong>annual audits and tax filings</strong>.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process <strong>capital calls and distributions</strong> for funds and investments.</li><li>Partner with <strong>Investor Relations</strong> to respond to limited partner inquiries.</li><li>Prepare and deliver <strong>ad-hoc analyses and reports</strong> to support decision-making.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half’s Financial Services division is working with a well-established Registered Investment Advisor (RIA) firm in San Ramon, CA</strong>. This firm has been around for 30+ years managing over $2B in Assets Under Management and continues to grow.</p><p> </p><p>This is an excellent opportunity for a motivated professional looking to build a long-term career in wealth management. The firm is seeking a <strong>Trader</strong> who is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an <strong>Advisor career path</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Primary responsibility will be <strong>trading</strong>, with exposure to and learning from the Financial Advisor career path for at least the first 3 years</li><li>Execute early-morning trades submitted by Advisors the prior evening and resolve trade-related issues</li><li>Complete accurate data entry and trade documentation in portfolio management and CRM systems (Tamarac)</li><li>Support Advisors with investment analysis, client meeting preparation, and advisor development activities</li><li>Collaborate with Advisors and CSAs to ensure smooth portfolio operations and client service</li></ul><p> </p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>An amazing opportunity for someone interested in progressing toward the <strong>Advisor </strong>route</li><li>Growth opportunity to join the <strong>Advisor Training Program</strong>, working closely with an individual Advisor</li><li>Exposure to a collaborative RIA environment with strong mentorship</li><li>Stable, growing firm with over $2B AUM and a long-standing reputation</li><li>Hybrid schedule with excellent work-life balance despite early market hours</li><li>Full-time role offering great benefits and PTO.</li></ul><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>Senior Accountant – Hybrid Role</strong></p><p><br></p><p><strong>About the Opportunity</strong></p><p>We’re looking for a <strong>Senior Accountant</strong> to join a dynamic finance team in a hybrid role based in Dublin, CA. This position offers the chance to work on complex accounting tasks, lead process improvements, and contribute to strategic initiatives—all while enjoying a collaborative and supportive work environment. If you thrive in fast-paced settings and want to make an impact, this role is for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Own operational accounting processes and ensure accurate GL reconciliations</li><li>Perform month-end close activities, variance analysis, and resolve discrepancies</li><li>Prepare financial reports, technical accounting memos, and audit documentation</li><li>Lead process improvements and automation initiatives (e.g., BlackLine)</li><li>Partner with cross-functional teams to provide accounting expertise</li><li>Review and approve reconciliations, ensuring compliance with internal controls</li><li>Support regulatory requirements and internal/external audits</li></ul><p><strong>Why You’ll Love It Here</strong></p><ul><li>Hybrid schedule: 3 days onsite (5 days during first week of each month)</li><li>Exceptional benefits: Medical, Dental, Vision, Life Insurance</li><li>401(k) with employer match, tuition reimbursement, and loan discounts</li><li>Modern campus with onsite fitness center and wellness rewards</li><li>Opportunities for career growth and internal mobility</li></ul>
<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><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>Accounting Manager – Hybrid Role in Emeryville, CA</strong></p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a national leader in mixed-use development! We’re seeking an <strong>Accounting Manager</strong> to oversee financial management for multiple development projects. This role offers the chance to work on complex, high-profile real estate projects—transforming airports, military bases, and industrial sites into thriving communities. If you thrive in a fast-paced environment and enjoy variety, this is the perfect opportunity.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage job cost accounting and enforce budget controls using Yardi Voyager</li><li>Lead monthly/quarterly job cost meetings and provide data for sales transactions and cash flow forecasting</li><li>Review construction contracts for compliance and accuracy</li><li>Oversee accruals, vendor setup, and project close-outs</li><li>Support budgeting, forecasting, and financial reporting for development projects</li><li>Ensure accurate percentage-of-completion calculations and documentation</li><li>Prepare audit schedules and year-end materials</li><li>Drive process improvements and maintain strong internal controls</li></ul><p><strong>Why You’ll Love It Here</strong></p><ul><li>Hybrid schedule: 2–3 days onsite (4 days during onboarding)</li><li>Parking included</li><li>Entrepreneurial leadership and diverse, complex projects—no two deals are the same</li><li>Collaborative, creative environment with strong tenure and growth opportunities</li></ul>
<p>Are you an experienced <strong>Project Coordinator</strong> ready to contribute to a dynamic team in a hybrid work environment? We are currently seeking a <strong>Project Coordinator</strong> who can bring strong organizational and communication skills to support departmental initiatives. This <strong>Project Coordinator</strong> role is a great opportunity for someone who thrives in a multi-functional administrative and leadership capacity.</p><p><strong>Schedule:</strong> Day shift | Hybrid (2 days onsite/week)</p><p><strong>Responsibilities</strong></p><ul><li>Manage reporting and ensure company resources are utilized appropriately.</li><li>Maintain and coordinate project schedules and departmental activities.</li><li>Oversee internal position control and serve as a liaison between departments and stakeholders.</li><li>Provide administrative leadership across financial management, purchasing, inventory, and HR support.</li><li>Coordinate departmental hiring, onboarding, orientation, and HealthStream course compliance.</li><li>Manage equipment and supply allocation, perform inventory reviews, and generate facility reports.</li><li>Plan and execute internal events and workshops.</li><li>Collaborate with departments like communications, housekeeping, and maintenance for operational support.</li><li>Ensure proper setup and support for new hires including technology and workspace readiness.</li><li>Participate in other projects and complete assignments within specified timeframes.</li></ul>
<p>Established mid sized law firm is seeking an experienced Litigation Attorney to join their team. As part of a mission-driven law firm, you will have the opportunity to work on diverse and meaningful litigation matters, primarily focused on real estate and public entity law. This role offers a hybrid work schedule, combining in-office collaboration with flexible remote options.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases for clients.</p><p>• Manage cases from inception to resolution, including pretrial litigation, discovery, and trial preparation.</p><p>• Draft and present motions, briefs, and other legal documents with precision and clarity.</p><p>• Conduct in-depth legal research and provide strategic advice to clients.</p><p>• Represent clients during oral arguments, hearings, and trials.</p><p>• Collaborate with colleagues to ensure high-quality legal services and successful case outcomes.</p><p>• Negotiate settlements and agreements effectively with opposing parties.</p><p>• Provide mentorship and leadership to less experienced attorneys and legal staff.</p><p>• Maintain up-to-date knowledge of California law and legal practices.</p><p>• Work seamlessly in a hybrid environment, balancing in-office and remote work commitments.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Real Estate Investment Firm| San Mateo| Hybrid | $130-180k base + Bonus</strong></p><p> </p><p>Step into real estate private equity with a dynamic investment firm focused on multifamily housing. This role offers exposure to acquisitions, asset management, and investments in a collaborative, growth-oriented environment where you can make a real impact.</p><p> </p><p>The Accounting Manager position is newly created to support an expanding portfolio and provides the opportunity to co-manage and mentor a senior accountant. Enjoy a hybrid schedule, excellent benefits, and the chance to contribute to high-impact financial operations while developing your career in a nimble, entrepreneurial setting.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Supervise fund administrators in preparing GAAP financial statements</li><li>Analyze transactions and variances, recommending actions to leadership</li><li>Maintain accounting files for property funds, including invoices, depreciation, and journal entries</li><li>Oversee audits and coordinate tax filings</li><li>Monitor cash, perform bank reconciliations, and support financial reporting</li><li>Maintain investor reporting and respond to inquiries</li><li>Ensure compliance with internal controls and tax requirements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>A prominent plaintiff-focused litigation firm in San Francisco is seeking a driven Mid-Level Associate Attorney with 2 - 4 years of experience in complex litigation. This is an opportunity to join a team known for tackling high-stakes cases across a range of impactful areas. The firm excels in representing clients in complex disputes, including those involving antitrust and competition, consumer protection, environmental issues, human rights, data security, and commercial and financial matters.</p><p><br></p><p>In this role, the Associate will be deeply involved in all aspects of the litigation process. Responsibilities include:</p><ul><li>Evaluating potential claims and conducting thorough investigations.</li><li>Preparing key legal documents, such as memoranda, pleadings, and briefs.</li><li>Managing discovery, including taking and defending depositions.</li><li>Contributing to trial preparation and in-court proceedings.</li><li>Participating in settlement strategy and negotiations.</li></ul><p>While the Associate will contribute to antitrust litigation, they will also have the chance to gain experience in other areas of the firm’s practice.</p><p><br></p><p>The firm is seeking candidates who demonstrate:</p><ul><li>Strong teamwork and collaboration skills, combined with the ability to take initiative.</li><li>Excellent organizational skills and the capacity to manage multiple projects effectively.</li><li>A strong academic foundation, exceptional legal writing, and sharp analytical abilities.</li><li>The ability to thrive in a demanding, fast-paced environment.</li><li>A passion for complex problem-solving and a commitment to the firm’s mission.</li></ul><p>Qualifications:</p><ul><li>Juris Doctor (JD) degree.</li><li>2-4 years of litigation experience and/or federal clerkship experience.</li><li>Admission to the State Bar of California, or eligibility for prompt admission.</li></ul><p>Compensation and Benefits:</p><ul><li>Competitive salary range of $140,000 - $180,000 annually.</li><li>Comprehensive benefits package, including generous paid time off, parental leave, health coverage, and retirement plan options.</li><li>A hybrid work model with expectations of in-office presence a couple of days each week, plus some flexibility for remote work.</li></ul><p>The firm is dedicated to fostering a diverse and inclusive workplace and encourages applications from candidates from all backgrounds.</p><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Finance Manager| Venture Capital | Palo Alto| Hybrid | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Our client is a <strong>well-established venture capital firm </strong>backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders.</p><p> </p><p>Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</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>Investor Services | Private Equity | San Francisco| Hybrid</strong></p><p> </p><p>Our client is a well-established private equity firm, partnering with leading companies across industries. The firm values collaboration, innovation, and high performers who make a tangible impact.</p><p> </p><p>Join a dynamic investor services team supporting a hands-on manager. Competitive pay, excellent benefits, and opportunities to improve processes and work across teams make this a high-impact role in a growing environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and distribute investor reporting packages</li><li>Manage capital calls, distributions, and investor communications</li><li>Maintain investor data and support onboarding for new funds and investors</li><li>Collaborate with Finance, Investor Relations, and external consultants</li><li>Assist with compliance, tax, and investor documentation</li><li>Identify and implement process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested in learning more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s connect and explore whether this role could be the ideal next step in your career.</strong></p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role blends client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring timely and accurate execution</li><li>Partner with senior leadership on customized client strategies and firmwide initiatives</li><li>Build and maintain trusted client relationships, anticipating needs to deliver a best‑in‑class experience</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and a 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear pathways for professional growth</li></ul>
<p>Are you an experienced Litigation Attorney looking for an exciting new opportunity? We are seeking a dedicated professional with a minimum of 2+ years of litigation experience, ideally within Labor & Employment (L& E) law. However, commercial law, product liability, insurance defense/cover, professional liability, workers compensation, breach of contracts/warranty, torts, or construction law experience will also be favorably received.</p><p><br></p><p>The chosen candidate will be a key part of the law firm's Employment defense litigation team. Responsibilities will include drafting motions, court appearances, discovery, trial prep, and various other duties related to the management and oversight of a case. If this sounds like your next big career move, apply today. </p><p><br></p><p>This position is hybrid (3 days in office / 2 days remote) in San Francisco, CA. </p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax & Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Growing and collegial law firm is seeking an Attorney for their team in San Francisco, California. This role mainly involves counseling insurers about their rights and responsibilities relating to their insureds. This is a NON-LITIGATION position. If you are currently litigating insurance claims and want to shift away from litigation to a hybrid remote firm, apply now!</p><p><br></p><p>Responsibilities:</p><p>• Counsel insurers about the rights and responsibilities relating to their insureds</p><p>• Investigate and research complex matters involving detail-oriented liability claims</p><p>• Analyze complex insurance contracts and policy forms and apply these terms to various claim scenarios</p><p>• Stay updated on legislative trends and court decisions, providing detailed insights, recommendations, and timely updates</p><p>• Deliver comprehensive written opinions, including strategic recommendations, to business leaders where applicable</p><p>• Collaborate with claims management to provide expert legal advice on risk exposure, policy interpretation, litigation strategy, and claims-handling protocols</p><p>• Ensure high-quality work product within defined service level agreements with clients</p><p>• Carry out other duties as assigned.</p>
<p><strong>Thinking About Life After Public Accounting?</strong></p><p>Here’s a path that’s faster-paced, more analytical, and way more exciting than ticking-and-tying.</p><p><strong>Senior Associate – M& A / Financial Due Diligence</strong></p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Comp:</strong> $90,000–$120,000 base + Bonus + Full Benefits</p><p>If you’re coming from a Big 4 or national public accounting firm and craving work that feels more strategic and less routine, this role might be the perfect pivot. A growing M& A advisory group in San Francisco is adding a Senior Associate who wants to dig deeper into deals, analyze real business performance, and play a key role in helping investors decide whether to buy a company.</p><p>Think of it as taking your audit superpowers and applying them to fast-moving, deal-driven work.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Dive into the financials of potential acquisition targets—quality of earnings, working capital, cash flow, all the fun stuff</li><li>Build and refine financial models (you’ll get M& A-specific training if you haven’t done this before)</li><li>Create polished, client-ready reports and insights</li><li>Work closely with senior team members and clients throughout the transaction</li><li>Get exposure to the full M& A lifecycle—from first glance to closing</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Family Office| San Francisco| Hybrid, 3 days in </strong></p><p> </p><p>Our client is a leading multi-generational family office serving ultra-high-net-worth families through an integrated model spanning investments, tax, trust and estate planning, and family governance.</p><p> </p><p>This is a highly visible role advising sophisticated clients and overseeing complex family wealth structures. You’ll partner with experienced professionals, lead key financial functions, and have real influence in a collaborative, high-caliber environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a trusted advisor across tax, estate, trust, insurance, and investment matters</li><li>Lead and develop accounting and administrative teams</li><li>Oversee accounting, reporting, tax, compliance, and financial operations</li><li>Manage close, financial statements, reconciliations, and controls</li><li>Drive system improvements, automation, and process efficiency</li><li>Lead budgeting, forecasting, cash flow, and financial analysis</li><li>Coordinate tax filings, audits, risk management, and KYC/AML</li><li>Administer pooled investment vehicles and maintain strict confidentiality </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Senior Client Service Associate – Multi-Gen Family Office</strong></p><p><strong>San Francisco | Hybrid | $100–130K + Bonus</strong></p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p> </p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Head of Finance | Fast Growing Venture Capital Firm | San Francisco| Hybrid | Comp: Base + Bonus + Carry</strong></p><p><br></p><p>The firm is transforming how traditional industries adopt modern software and technology and has a strong track record with top-tier institutional partnerships. The Head of Finance and Operations will play a key role in scaling the firm and driving finance and operational processes. The culture is collaborative and ambitious, with flexible work arrangements and comprehensive benefits. This is a high-impact role with clear opportunities for growth and career advancement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead financial operations across funds, GP entities, and the management company, including audits, reporting, and fund administrator relationships.</li><li>Partner on fund structures, co-investment programs, LP due diligence, and investment closings.</li><li>Build operational policies, compliance frameworks, and valuation standards.</li><li>Collaborate with engineering to optimize systems and data processes.</li><li>Mentor a team and improve workflows across the platform.</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>Controller| Venture Capital | SF | Hybrid </strong></p><p><br></p><p> Our client is a venture capital firm investing in enterprise software, fintech, and emerging tech. With a lean, collaborative culture, the team focuses on strategic thinking, adaptability, and long-term value creation.</p><p> </p><p>Join a fast-growing team where your work has visible impact. Competitive pay, bonus, and equity, plus close collaboration with senior leadership, make this a high-ownership role in shaping the finance function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administration: closes, audits, tax, and valuations</li><li>Manage financial operations: budgeting, forecasting, reporting, and treasury</li><li>Maintain systems for deal tracking, portfolio monitoring, and fund analytics</li><li>Prepare LP communications, management reports, and audit/tax materials</li><li>Coordinate with external partners and internal teams to ensure accuracy and compliance</li><li>Support fundraising and due diligence activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Thinking About Life After Public Accounting?</strong></p><p>Here’s a path that’s faster-paced, more analytical, and way more exciting than ticking-and-tying.</p><p><strong>Senior Associate – M& A / Financial Due Diligence</strong></p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Comp:</strong> $90,000–$120,000 base + Bonus + Full Benefits</p><p>If you’re coming from a Big 4 or national public accounting firm and craving work that feels more strategic and less routine, this role might be the perfect pivot. A growing M& A advisory group in San Francisco is adding a Senior Associate who wants to dig deeper into deals, analyze real business performance, and play a key role in helping investors decide whether to buy a company.</p><p>Think of it as taking your audit superpowers and applying them to fast-moving, deal-driven work.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Dive into the financials of potential acquisition targets—quality of earnings, working capital, cash flow, all the fun stuff</li><li>Build and refine financial models (you’ll get M& A-specific training if you haven’t done this before)</li><li>Create polished, client-ready reports and insights</li><li>Work closely with senior team members and clients throughout the transaction</li><li>Get exposure to the full M& A lifecycle—from first glance to closing</li></ul><p><br></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>
