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22 results for Property Manager in San Francisco, CA

Property Manager

San Jose, CA
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a Property Manager to oversee daily residential property operations in California. This contract position with potential for a permanent opportunity is ideal for someone who can balance tenant support, lease administration, and property upkeep while maintaining a well-run community. The role requires a hands-on, detail-oriented individual who can coordinate maintenance needs, address resident concerns, and help create a safe, organized, and welcoming living environment. Responsibilities: • Build strong tenant relationships through consistent communication about lease timelines, community expectations, and important property updates. • Monitor resident adherence to property policies and address issues appropriately to support a respectful and positive atmosphere. • Direct maintenance and repair work by coordinating service requests, following up on completion, and helping keep the property in excellent condition. • Perform routine inspections of buildings and shared areas to verify cleanliness, safety, and overall functionality. • Manage vendor and contractor partnerships to ensure quality service, timely response, and reliable support for property needs. • Oversee leasing activities, including application review, background screening, renewal discussions, and preparation of lease-related documentation. • Track rent collections, maintain accurate payment records, and follow up appropriately on outstanding balances. • Respond quickly to urgent property issues such as plumbing, electrical, or security-related concerns to minimize disruption for residents. • Support a strong sense of community by helping organize resident engagement efforts and resolving tenant disputes fairly and appropriately.
2026-06-29T00:00:00Z

Property Manager

Berkeley, CA
onsite
Temporary / Contract
28 - 31 USD / Hourly
Key Responsibilities<ul><li>Oversee the day-to-day operations of the property, including leasing, maintenance coordination, rent collections, and resident relations</li><li>Ensure compliance with affordable housing regulations, including LIHTC, HUD, Section 8, and other applicable federal, state, and local requirements</li><li>Manage resident files, certifications, recertifications, income verifications, and compliance documentation</li><li>Monitor occupancy levels and support leasing efforts to meet revenue and community goals</li><li>Supervise onsite staff, including leasing, administrative, and maintenance team members</li><li>Prepare and manage budgets, approve invoices, and track operating expenses</li><li>Conduct regular property inspections to ensure safety, cleanliness, and overall curb appeal</li><li>Address resident concerns and resolve escalated issues in a professional and timely manner</li><li>Coordinate with vendors, contractors, and service providers to ensure quality and cost-effective service</li><li>Prepare operational, financial, and compliance reports for leadership</li><li>Support audits, inspections, and agency reviews</li><li>Implement policies and procedures that improve operational efficiency and resident satisfaction</li></ul>
2026-06-19T00:00:00Z

Property Administrator

Cupertino, CA
onsite
Temporary to Hire
22.1635 - 25.663 USD / Hourly
We are looking for a proactive Assistant Property Manager to support residential property operations on-site in Cupertino, California. This contract opportunity is ideal for someone who enjoys balancing resident service, administrative coordination, and day-to-day property support in a fast-paced environment. The person in this role will help maintain a well-run community by partnering with tenants, vendors, and property leadership to keep operations organized, responsive, and thorough. Responsibilities:• Serve as a primary point of contact for residents by handling routine communications, sharing community updates, and responding to property-related questions in a timely manner.• Assist with day-to-day property oversight by coordinating maintenance requests, scheduling repairs, and following up to confirm work is completed effectively.• Perform regular site visits to review building conditions, common areas, and amenities, helping identify safety, cleanliness, or operational concerns.• Support vendor and contractor coordination by arranging service visits, monitoring performance, and helping maintain productive external partnerships.• Prepare and process leasing documentation, assist with renewals, and help move applications through required review steps, including background-related paperwork.• Track rent activity, support collection efforts, and maintain accurate records related to resident payments and account status.• Organize tenant files, operational reports, and property documents so that records remain complete, current, and easy to access.• Help address resident concerns and urgent property issues by coordinating timely responses and escalating more serious matters to the Property Manager when appropriate.• Contribute to a positive resident experience by supporting community engagement efforts and helping resolve disputes with care and fairness.Assis
2026-06-29T00:00:00Z

Property Administrator

Oakland, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
Responsibilities:<ul><li>Maintain lease files, contracts, and tenant documentation</li><li>Support billing, rent rolls, and accounts coordination</li><li>Respond to tenant inquiries and service requests</li><li>Assist with vendor setup and invoice processing</li><li>Prepare reports and support property management staff</li></ul>
2026-06-15T00:00:00Z

Affordable Housing Property Manager

Oakland, CA
onsite
Temporary / Contract
27 - 30 USD / Hourly
Key Responsibilities<ul><li>Oversee the day-to-day operations of an affordable housing property or portfolio</li><li>Manage resident relations, including communication, lease enforcement, issue resolution, and retention efforts</li><li>Supervise on-site staff and support day-to-day team performance</li><li>Oversee leasing activity, move-ins, move-outs, renewals, and occupancy goals</li><li>Manage annual and interim recertifications in accordance with affordable housing program requirements</li><li>Maintain compliance with LIHTC, HUD, Section 8, and other applicable affordable housing regulations</li><li>Coordinate unit inspections, file reviews, audits, and agency reporting requirements</li><li>Monitor rent collections, delinquencies, budgets, and monthly financial reporting</li><li>Coordinate maintenance operations, unit turns, vendor services, and capital improvement projects</li><li>Maintain accurate resident, financial, and compliance records</li><li>Partner with internal teams, regulatory agencies, and service providers to support community operations</li><li>Promote a safe, clean, and well-managed living environment for residents</li></ul>
2026-06-16T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
Job Description:We are seeking an Assistant Property Manager to support daily operations for an affordable housing community, with a focus on resident relations, leasing administration, compliance, and vendor coordination. This role helps ensure quality service for residents while supporting property operations in accordance with affordable housing program requirements.Responsibilities:<ul><li>Assist with resident communication, service requests, and issue resolution</li><li>Support rent collection, recertifications, lease administration, and renewals</li><li>Help process applicant files and maintain waitlists in accordance with affordable housing guidelines</li><li>Coordinate maintenance requests, inspections, and vendor services</li><li>Maintain accurate resident, compliance, and property records</li><li>Support reporting and documentation related to affordable housing programs</li><li>Help ensure compliance with LIHTC, HUD, Section 8, or other applicable housing regulations</li></ul>
2026-06-15T00:00:00Z

Property Accountant

Oakland, CA
onsite
Temporary / Contract
40 - 45 USD / Hourly
Our company is seeking a skilled Property Accountant on a contract basis to support our property management accounting operations. This role is ideal for professionals with experience managing the accounting and financial reporting for commercial or residential real estate portfolios. You will play a key role in ensuring accurate financial records, supporting budgeting processes, and helping to maintain compliance with internal and external requirements.
2026-06-20T00:00:00Z

Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000 - 97000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS STAFF ACCOUNTANT/PROPERTY ACCOUNTANT We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success. Responsibilities:• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.• Ensure compliance with regulatory standards, internal policies, and industry best practices.• Partner with property managers to assist with financial close activities and address inquiries.• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.
2026-06-12T00:00:00Z

Property Accountant

Petaluma, CA
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
We are looking for a detail-oriented Property Accountant to support our client in Sonoma County. This role is responsible for maintaining accurate financial records, overseeing property-level accounting activities, and helping ensure compliance with lease terms and regulatory requirements. The ideal candidate brings strong real estate accounting experience, sound judgment, and the ability to manage multiple priorities in a deadline-driven environment. • Oversee property tax activity by monitoring assessed values, recording accruals, and ensuring payments are completed on schedule.• Authorize payment disbursements, including wire activity when needed, while maintaining accuracy across cash tracking records and supporting schedules.• Examine lease agreements to identify relevant billing and accounting terms, then update property records and supporting documentation in Yardi and Excel.• Administer retail and percentage rent calculations and prepare reconciliation packages for assigned properties, including adjustment support and tenant-facing backup.• Process internal management fee transactions and prepare journal entries with complete documentation to support monthly accounting activity.• Complete monthly bank reconciliations and review balance sheet accounts such as receivables, payables, prepaid items, and tenant security deposits.• Assist with budgeting for items such as property taxes, insurance, business licenses, and other entity-related expenses during recurring planning cycles.• Support new property onboarding by helping establish accounting records, compliance requirements, and operational readiness for acquired assets.• Contribute to accounting process improvements by assisting with policy development, internal controls, staff training, and testing of new system capabilities.• Provide cross-functional support for accounts payable and accounts receivable tasks as business needs require.
2026-06-19T00:00:00Z

Property Accountant

Foster City, CA
onsite
Permanent / Full Time
85000 - 90000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION ACCOUNTANT - PROPERTY ACCOUNTANT Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.Responsibilities:-General ledger, month-end close of multiple entities/portfolios-Prepare and review complex account reconciliation and journal entries-Perform analytical review in support of the monthly close process.-Prepare monthly analysis of account variances -Prepare annual audit schedules
2026-06-11T00:00:00Z

Contract Manager

Redwood City, CA
onsite
Temporary / Contract
50 - 65 USD / Hourly
Growing SaaS company in Redwood City is seeking an experienced Contracts Manager to support the full lifecycle of commercial agreements in a fast-paced, collaborative environment. This is an on-site position that will work closely with Sales, Legal, and cross-functional business partners to manage, review, negotiate, and process a high volume of SaaS-related contracts. The ideal candidate will bring strong contract management experience within a SaaS or technology company and a proven ability to partner with Sales teams to move agreements efficiently from intake through execution while balancing legal and business risk. Key Responsibilities<ul><li>Manage the end-to-end contract lifecycle for customer, vendor, and partner agreements</li><li>Review, draft, and negotiate a variety of commercial contracts, including SaaS agreements, MSAs, order forms, amendments, NDAs, and related documents</li><li>Partner closely with Sales to support deal flow, respond to contract requests, and help drive timely execution of agreements</li><li>Serve as a key point of contact for contract-related questions from internal stakeholders</li><li>Identify legal and business risks in proposed terms and escalate issues as needed</li><li>Maintain contract templates, clause libraries, and playbooks to improve efficiency and consistency</li><li>Track contract status, key dates, renewals, and obligations to ensure compliance and operational follow-through</li><li>Collaborate cross-functionally with Legal, Finance, Procurement, Sales Operations, and leadership</li><li>Support process improvement initiatives related to contracting workflows and contract management systems</li><li>Help ensure contracts align with company policies and applicable regulatory requirements</li></ul>
2026-06-19T00:00:00Z

Contracts Manager

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards. Key Responsibilities<ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
2026-06-16T00:00:00Z

Maintenance Supervisor

Hayward, CA
onsite
Temporary / Contract
27.7115 - 32.087 USD / Hourly
We are looking for a Maintenance Supervisor to oversee maintenance operations within a food processing environment in the East Bay, California. This Long-term Contract position is ideal for someone who can combine hands-on technical knowledge with strong leadership to keep equipment running safely and efficiently. The role focuses on supporting production continuity, maintaining a clean and compliant facility, and coordinating maintenance priorities across multiple systems. Responsibilities:• Direct daily maintenance activity for production equipment and facility systems, ensuring work is completed safely and with minimal disruption to operations.• Lead preventive, predictive, and repair-based maintenance efforts across mechanical, electrical, pneumatic, and hydraulic equipment.• Diagnose equipment malfunctions, coordinate timely repairs, and assist with the setup and integration of new machinery when needed.• Organize, assign, and adjust work orders in response to production schedules, equipment conditions, and operational priorities.• Maintain thorough service documentation, repair histories, and maintenance records to support performance tracking and compliance needs.• Uphold workplace safety practices, including lockout procedures and confined space requirements, while reinforcing safe work habits across the team.• Support regulatory and internal audit readiness by helping maintain compliance with food manufacturing, sanitation, and facility standards.• Track spare parts usage, monitor inventory levels, and coordinate purchasing requests to avoid maintenance delays.• Work closely with production, sanitation, and quality teams to resolve equipment concerns and improve reliability across the facility.• Contribute to maintenance planning by helping build service schedules and identifying opportunities for equipment upgrades or capital improvements.
2026-06-16T00:00:00Z

Real Estate Fund & Property Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Real Estate Accountant (Fund & Property) | Reputable Investment Firm | San Francisco; Hybrid | TOP TIER BENEFITS A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams. This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives. Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support. Responsibilities<ul><li>Prepare monthly NAV packages and support financial reporting</li><li>Assist with property-level reporting and audits</li><li>Calculate investor allocations, capital calls, distributions, and performance metrics</li><li>Track fund liquidity, commitments, and capital activity</li><li>Support investor reporting, lender packages, and ad hoc requests</li><li>Partner cross-functionally with IR, tax, legal, and operations</li><li>Review property financials and transaction reporting</li><li>Respond to investor, auditor, and internal inquiries</li><li>Support valuation reviews with investment teams</li><li>Contribute to process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-26T00:00:00Z

IT Manager/Director

San Jose, CA
remote
Temporary to Hire
52 - 62 USD / Hourly
We are looking for an IT Manager/Director to provide hands-on technical support while helping shape day-to-day technology operations in California. This contract-to-permanent opportunity is ideal for someone who enjoys solving frontline IT issues, coordinating a small support team, and building toward a broader leadership role. The position combines user support, infrastructure oversight, and practical administration across core business systems and office technology. Responsibilities: • Oversee daily IT support activities, ensuring employees receive timely assistance with account access, password issues, hardware requests, and general technical problems. • Coordinate the work of a three-person IT team, helping prioritize tasks, maintain service quality, and improve operational coverage. • Manage onboarding technology needs by sourcing and preparing laptops and related equipment for new team members. • Provide direct system administration support across platforms such as Microsoft 365, Google Workspace, Active Directory, and Salesforce. • Serve as the local technical lead for basic network troubleshooting, including hands-on support for connectivity and infrastructure issues. • Support the operation of two colocation data center environments, helping maintain reliability and continuity for key systems. • Maintain hardware, software, and user configurations to keep business technology secure, organized, and functional. • Contribute to IT process improvement and gradually take on broader leadership responsibilities as the role evolves.
2026-06-26T00:00:00Z

IT Manager/Director

San Francisco, CA
onsite
Permanent / Full Time
150000 - 168000 USD / Yearly
We are looking for an experienced IT Manager/Director to oversee residential technology environments and cloud-based systems for client households in San Francisco, California. This position is responsible for maintaining secure, dependable, and high-performing infrastructure while delivering high-quality technical support to users at every level, including executive stakeholders. The role also leads network initiatives from concept through deployment and ongoing administration, working closely with external technology partners to ensure seamless connectivity across multiple environments. Responsibilities: • Oversee the health, security, and day-to-day performance of household networks and cloud infrastructure to support stable and reliable operations. • Provide responsive, high-touch technical assistance to end users, including executives, board-level stakeholders, and clients, through both remote and in-person support. • Direct network projects from initial planning and solution design through installation, rollout, and long-term operational support. • Administer and optimize local area network environments to ensure strong connectivity, resilience, and secure access across client locations. • Partner with outside vendors and specialized technology providers, including audiovisual and security teams, to coordinate integrated infrastructure solutions. • Monitor systems proactively, identify risks or performance issues, and implement corrective actions to minimize disruption and improve uptime. • Maintain configuration standards, system documentation, and operational procedures to support consistency and effective service delivery.
2026-06-16T00:00:00Z

Real Estate Accountant (Fund & Property)

San Francisco, CA
onsite
Permanent / Full Time
100000 - 160000 USD / Yearly
Reach out to Jennifer Fukumae via email or LinkedIn for additional information or questions regarding this listing. Real Estate Accountant (Fund & Property) | Reputable Investment Firm | San Francisco; Hybrid | TOP TIER BENEFITS A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams. This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives. Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support. Responsibilities<ul><li>Prepare monthly NAV packages and support financial reporting</li><li>Assist with property-level reporting and audits</li><li>Calculate investor allocations, capital calls, distributions, and performance metrics</li><li>Track fund liquidity, commitments, and capital activity</li><li>Support investor reporting, lender packages, and ad hoc requests</li><li>Partner cross-functionally with IR, tax, legal, and operations</li><li>Review property financials and transaction reporting</li><li>Respond to investor, auditor, and internal inquiries</li><li>Support valuation reviews with investment teams</li><li>Contribute to process improvements and system enhancements</li></ul> For fastest consideration, reach out to Jennifer Fukumae via email or LinkedIn.
2026-06-18T00:00:00Z

Payroll Manager

Mountain View, CA
onsite
Permanent / Full Time
165000 - 185000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS PAYROLL MANAGER We are looking for an experienced and driven Payroll Manager to lead and enhance the payroll operations for a well-established healthcare organization. This role requires an individual with a strong background in payroll systems, compliance, and team leadership, who can embrace technological advancements and process improvements. The successful candidate will play a pivotal role in ensuring accurate and timely payroll processing while maintaining compliance with all applicable laws and regulations. Responsibilities:• Supervise and mentor a team of 5 payroll specialists to ensure efficient and accurate payroll operations.• Oversee payroll processing for the organization, ensuring compliance with federal, state, and local tax laws and labor regulations.• Collaborate closely with HR and Finance departments to align compensation policies, benefits deductions, and reporting practices.• Review, audit, and approve payroll reports and reconciliations for accuracy and completeness.• Maintain and optimize payroll systems, recommending and implementing software upgrades as needed.• Address and resolve employee payroll inquiries, discrepancies, and concerns in a timely manner.• Ensure timely submission of payroll-related filings and reports to regulatory agencies.• Develop and implement payroll policies and procedures to improve efficiency and ensure compliance.• Stay updated on changes in payroll regulations and best practices to keep the organization compliant.
2026-06-26T00:00:00Z

Payroll Manager

Sunnyvale, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an experienced Payroll Manager to oversee and streamline payroll operations for a multi-state organization based in Sunnyvale, California. This role requires a strategic leader who can ensure accurate payroll processing, compliance with regulations, and effective management of benefits and leave of absence programs. If you have a proven track record in payroll management and are passionate about driving operational excellence, we encourage you to apply. Responsibilities: • Manage and process full-cycle payroll for over 500 employees across multiple states and Canada. • Utilize ADP Workforce Now to ensure timely and accurate bi-monthly payroll processing. • Oversee compliance with federal, state, and local payroll regulations, including multi-state payroll laws. • Administer leave of absence payments and ensure proper tracking and reconciliation. • Handle benefits payroll operations, including 401(k) contributions and benefits reconciliations. • Collaborate with HR and finance teams to address payroll-related inquiries and resolve discrepancies. • Lead efforts to improve payroll systems and processes, ensuring efficiency and accuracy. • Monitor and implement changes in payroll regulations to maintain compliance. • Prepare detailed payroll reports and analyses for management review. • Provide guidance and training to payroll staff to enhance team performance.
2026-06-12T00:00:00Z

Maintenance Coordinator

Oakland, CA
onsite
Temporary / Contract
26 - 30 USD / Hourly
Job Title: Maintenance CoordinatorJob Summary:The Maintenance Coordinator is responsible for organizing and supporting maintenance operations to ensure equipment, facilities, and systems are operating effectively. This role coordinates repair requests, preventative maintenance schedules, vendor services, and maintenance records while helping minimize downtime and maintain a safe working environment.Key Responsibilities:<ul><li>Coordinate daily maintenance requests and service activities</li><li>Schedule preventative maintenance for equipment, machinery, and building systems</li><li>Track work orders and ensure timely completion of repairs</li><li>Communicate with internal teams, technicians, contractors, and vendors regarding maintenance needs</li><li>Maintain maintenance logs, service records, warranties, and related documentation</li><li>Monitor inventory of maintenance supplies, tools, and spare parts</li><li>Assist with vendor selection, service scheduling, and invoice tracking</li><li>Help ensure compliance with safety regulations and maintenance standards</li><li>Follow up on unresolved maintenance issues and escalate when necessary</li><li>Support facility inspections and identify areas requiring repair or improvement</li><li>Prepare reports on maintenance activities, costs, and service performance</li><li>Assist with emergency repair coordination when needed</li></ul>
2026-06-15T00:00:00Z

Management Company Controller | Asset Management Clients

Walnut Creek, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Controller, Management Company| Asset Management | San Francisco; Hybrid; *2 days Per Month A growing financial services organization is seeking an experienced Controller to lead accounting operations for a portfolio of management company clients within the venture capital and private equity industry. This position offers the opportunity to work closely with sophisticated investment firms while managing client relationships, accounting processes, and a team of accounting professionals. Key Responsibilities<ul><li>Oversee accounting operations for multiple management company entities and client engagements.</li><li>Lead the onboarding of new clients, including implementation of accounting systems, workflows, and best practices.</li><li>Manage, mentor, and develop accounting staff, including senior and junior team members.</li><li>Review financial transactions, journal entries, account reconciliations, and supporting schedules for accuracy and completeness.</li><li>Oversee accounts payable, expense management, payroll processing, and related reporting activities.</li><li>Prepare and deliver monthly and quarterly financial reports to management and stakeholders.</li><li>Coordinate 1099 reporting and assist with federal, state, and local tax compliance requirements.</li><li>Support budgeting, forecasting, and financial planning initiatives.</li><li>Serve as the primary contact for client relationships, ensuring timely communication and exceptional service.</li><li>Partner with internal teams to reconcile intercompany transactions and resolve accounting discrepancies.</li><li>Respond to ad hoc financial, operational, and reporting requests from clients and leadership.</li></ul>
2026-06-19T00:00:00Z

Relationship Manager - Wealth Management Firm

Redwood City, CA
onsite
Permanent / Full Time
80000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise. The firm offers a flexible hybrid schedule and supports ongoing education and credential growth. Responsibilities<ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-26T00:00:00Z