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98 results for Technology in San Francisco, CA

Senior Lead Payroll Specialist
  • Menlo Park, CA
  • onsite
  • Contract / Temporary to Hire
  • 35.00 - 40.00 USD / Hourly
  • <p><strong>Senior Lead Payroll Specialist</strong></p><p><br></p><p><strong>About the Company</strong></p><p> We are a fast-growing, pre-IPO technology company with approximately 850 employees across 15 countries. As we continue to scale globally, we are building durable, compliant, and scalable payroll operations to support our growth.</p><p><br></p><p><strong>Role Overview</strong></p><p> We are seeking a <strong>Senior Lead Payroll Specialist</strong> to serve as a key partner to the Senior Payroll Manager and play a critical role in managing global payroll operations. This is a hands-on, manager-level processor role with a strong focus on equity-related payroll, international payroll coordination, and process build-out in a high-growth environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the right-hand to the Senior Payroll Manager, supporting global payroll execution and strategy</li><li>Oversee and process payroll across multiple countries, including the U.S., South Korea, Singapore, India, and others</li><li>Manage equity-related payroll transactions, including RSU settlements, taxation, and quarterly equity events</li><li>Support W-2 reconciliations, payroll audits, and compliance initiatives</li><li>Build and refine payroll processes in a zero-to-one environment, including correcting payroll codes and implementing scalable workflows</li><li>Partner cross-functionally with HR, Finance, Stock Administration, and external vendors</li><li>Support employee mobility and global payroll-related initiatives as the company scales</li></ul><p><br></p><p><br></p>
  • 2025-12-29T21:48:49Z
CFO
  • Sunnyvale, CA
  • onsite
  • Permanent
  • 250000.00 - 300000.00 USD / Yearly
  • <p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
  • 2025-12-15T22:08:37Z
Family Office Accounting & Tax Strategist
  • San Francisco, CA
  • onsite
  • Permanent
  • 140000.00 - 180000.00 USD / Yearly
  • <p><strong>Want to learn more?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — let’s explore whether this opportunity aligns with your next career move.</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking an <strong>Accounting & Tax Manager</strong> to support a sophisticated, multi‑entity family office. This role leads end‑to‑end accounting, reporting, investment administration, compliance, and tax functions across a diverse portfolio of entities. The ideal candidate brings deep technical expertise, strong leadership skills, and a service mindset suited for complex, high‑touch client environments. You will be a key contributor to financial stewardship and operational excellence, partnering closely with internal stakeholders and external advisors.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><strong>Client & Advisory Support</strong></p><ul><li>Collaborate across tax, estate, trust, insurance, and investment disciplines to deliver integrated client solutions.</li><li>Prepare clear, accurate, and customized reporting packages.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Supervise, train, and mentor accounting and administrative team members.</li><li>Manage outsourced providers while maintaining a strong client‑service orientation.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.</li><li>Manage monthly, quarterly, and annual close processes.</li><li>Prepare and review financial statements, including cash‑flow analyses and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, documentation, and audit support.</li><li>Enhance financial systems, internal controls, and reporting workflows.</li></ul><p><strong>Planning & Analysis</strong></p><ul><li>Lead budgeting, forecasting, and financial planning across multiple entities.</li><li>Evaluate financial and cash‑flow results and deliver actionable insights.</li><li>Develop liquidity strategies aligned with broader wealth‑management objectives.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with SEC, RIA, and relevant federal, state, and local regulations.</li><li>Oversee tax filings, estimated payments, 1099 reporting, and coordination with external tax preparers.</li><li>Maintain tax‑basis documentation and support audit readiness.</li><li>Identify and mitigate financial, operational, and investment‑related risks.</li><li>Support KYC/AML processes and maintain required documentation.</li></ul><p><strong>Investment Administration</strong></p><ul><li>Oversee administrative responsibilities for pooled investment vehicles.</li><li>Partner with external administrators and support investment‑related reporting.</li></ul><p><strong>Additional Duties</strong></p><ul><li>Contribute to special projects that enhance departmental and organizational operations.</li><li>Maintain strict confidentiality and professional discretion when handling sensitive financial information.</li></ul>
  • 2025-12-26T23:44:13Z
Senior Tax Planning Lead – Premier Wealth Advisory Group
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 115000.00 USD / Yearly
  • <p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><strong>Role Overview</strong></p><p>We’re seeking an experienced <strong>Senior Tax Preparer</strong> to support high‑net‑worth clients with complex tax needs and advanced planning strategies. While the role is heavily focused on tax preparation during busy season, you’ll also play a key part in year‑round tax planning, client communication, and selective business development efforts.</p><p>The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax‑focused <strong>CPA</strong> with strong technical expertise, sound judgment, and the confidence to operate independently in a client‑facing advisory environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of individual tax returns (primarily <strong>Form 1040</strong>); experience with <strong>1041</strong> and <strong>1065</strong> is a strong plus</li><li>Communicate directly with clients to gather documentation and ensure a smooth, proactive tax prep experience</li><li>Prepare detailed tax analyses, projections, and estimated tax calculations</li><li>Explain complex tax issues in clear, practical terms while ensuring full compliance with all filing requirements</li><li>Stay current on tax law changes and recommend strategies to improve both short‑ and long‑term client outcomes</li><li>Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities</li><li>Knowledge of <strong>estate and gift tax planning</strong> is highly valued</li><li><strong>California</strong> return experience required; multi‑state exposure preferred</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health Savings Account (HSA) option</li><li>$75 monthly wellness allowance</li><li>401(k) with employer match</li><li>Commuter benefits</li><li>Paid parental leave: up to <strong>12 weeks at 100% salary</strong></li><li>Tuition reimbursement + annual learning stipend</li><li>Volunteer PTO and donation‑matching program</li><li>Birthday PTO + monthly cell phone allowance</li></ul>
  • 2025-12-19T16:59:04Z
Full Stack Software Engineer III
  • San Ramon, CA
  • remote
  • Permanent
  • 102000.00 - 150000.00 USD / Yearly
  • Our client is at the forefront of transforming how teams work through secure, enterprise-grade generative AI applications. They are developing and enhancing an advanced AI-powered assistant for internal use — enabling employees to harness AI safely within a protected environment. <br> The Full Stack Software Engineer III will help design, develop, and evolve the next-generation AI platform, driving innovation while ensuring scalability, security, and exceptional user experience. This role spans the full stack — from back-end integration to front-end interfaces — in close collaboration with product, design, and AI engineering teams. <br> What You’ll Do Design, develop, and enhance AI-enabled enterprise applications that boost productivity and collaboration. Build and optimize features using large language models, prompt engineering, and AI-assisted workflows. Write efficient, maintainable, and scalable code across database, middleware, and front-end layers. Develop low- to medium-complexity systems and components within larger architectures. Conduct code reviews; mentor and guide Level I and II engineers. Act as module-level design authority, ensuring adherence to architecture and security standards. Plan and execute unit testing; review and validate test plans from entry level engineers. Define and implement integration and performance testing strategies. Troubleshoot and resolve complex production issues; establish frameworks for reliability and observability. Provide advanced production support and drive continuous improvement in performance and user experience. Collaborate with AI engineers, data scientists, and product owners to deliver innovative solutions. Perform additional related duties as assigned.
  • 2025-12-09T21:53:52Z
SAP FICO Support Lead
  • San Jose, CA
  • onsite
  • Temporary
  • 112.10 - 129.80 USD / Hourly
  • <p>We are seeking a motivated SAP FICO Support Lead with 3–5 years of SAP Finance (FICO) functional experience to join our dynamic team. This role is ideal for someone who enjoys hands-on problem-solving, excels at supporting end users, and is ready to take on leadership responsibilities by managing a small team of managed support resources. The ideal candidate will have a solid foundation in SAP S/4HANA Finance, strong communication skills, and a customer service focus.</p><p>________________________________________</p><p>What You’ll Do:</p><p>• Serve as the primary point of contact for SAP FICO break/fix support tickets, troubleshooting and resolving issues related to Finance modules (GL, AP, AR, Asset Accounting, Controlling, etc.).</p><p>• Coordinate and manage a team of managed support resources (combination of India and U.S), ensuring timely ticket resolution and high-quality service delivery.</p><p>• Collaborate with business users and IT partners to clarify requirements, document issues, and communicate solutions.</p><p>• Escalate complex issues to senior team members, SAP (or other third-party vendors) when necessary, while maintaining ownership of the ticket lifecycle.</p><p>• Track support metrics, prepare status updates, and contribute to continuous improvement initiatives within the Finance support area.</p><p>• Assist with minor configuration changes, user training, and documentation updates as needed.</p><p>• Participate in regular meetings with business stakeholders and managed services partners.</p><p><br></p>
  • 2025-12-24T16:34:19Z
Sr. Accountant
  • San Mateo, CA
  • onsite
  • Permanent
  • 120000.00 - 135000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>SENIOR ACCOUNTANT</strong></p><p><strong>120K-135K+BONUS+EQUITY</strong></p><p><br></p><p>Publicly traded, global software company is seeking a strong Sr. Accountant to join their dynamic team. This is an exciting fast paced environment with growth potential. </p><p>Responsibilities:</p><ul><li>Responsible for general ledger, intercompany entries</li><li>Preparation of month end close</li><li>Preparation of monthly consolidated financial statements</li><li>Monthly and quarterly research, track, and document GAAP compliance for revenue related items such as ASC 606</li><li>Post journal entries, review general ledger accounts, and reconcile balance sheet accounts</li><li>Support accounts payable and assisting with audits</li><li>Prepare and review monthly/ quarterly/yearly fluctuation analysis over income statement, balance sheet and cash flow</li><li>Research technical accounting issues and draft accounting position memos as necessary</li><li>Assist with M& A transactions</li></ul><p><br></p>
  • 2025-12-15T22:14:03Z
Presentation Specialist
  • Redwood City, CA
  • onsite
  • Temporary
  • 55.00 - 60.00 USD / Hourly
  • <p>We’re seeking a contract Presentation Designer to help create high-impact, large-format visual content leading up to a big event in early March. You’ll collaborate closely with the person who leads presentation development, to build visually stunning, technically sound presentations optimized for a 100-foot-wide screen. This role is ideal for a designer experienced with large-scale visuals, event environments, and executive-level storytelling.</p><p> </p><p><strong> What You’ll Do</strong></p><ul><li><strong> </strong>Design and build presentation materials for a large-format screen (100’ wide), including master templates, motion graphics, and visual assets.</li><li>Translate complex content into clean, compelling visuals—charts, diagrams, and narratives tailored for a live event experience.</li><li> Optimize for scale and readability, ensuring typography, contrast, and layout perform in big-room settings and varied lighting.</li><li> Collaborate on content flow, agenda pacing, and run-of-show deliverables.</li><li> Version control & file management across multiple speaker decks and revisions.</li><li> Pre-event preparation: tech checks, export standards, asset packaging, and compatibility testing with AV teams.</li><li> (If traveling to Florida) support onsite deck adjustments, last-minute changes, and coordination with production crews.</li></ul><p><strong> </strong></p>
  • 2025-12-17T21:34:11Z
Staff Accountant
  • San Mateo, CA
  • onsite
  • Temporary
  • 35.00 - 40.00 USD / Hourly
  • <p><strong>Position Summary</strong></p><p>The Staff Accountant is responsible for supporting the day-to-day accounting operations of the organization. This role ensures accurate financial records, assists with month-end and year-end close, prepares account reconciliations, and supports financial reporting in accordance with GAAP. The ideal candidate is detail-oriented, organized, and eager to grow within an accounting team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>General Accounting</strong></p><ul><li>Maintain and reconcile general ledger accounts on a monthly basis</li><li>Prepare and post journal entries, including accruals, prepaids, and adjustments</li><li>Assist with month-end, quarter-end, and year-end close processes</li><li>Ensure transactions are recorded accurately and in compliance with GAAP</li></ul><p><strong>Account Reconciliations</strong></p><ul><li>Prepare balance sheet reconciliations (cash, prepaid expenses, fixed assets, accruals, etc.)</li><li>Investigate and resolve reconciling items in a timely manner</li><li>Maintain supporting documentation for audits and internal reviews</li></ul><p><strong>Accounts Payable & Receivable Support</strong></p><ul><li>Assist with accounts payable and accounts receivable processes as needed</li><li>Review invoices, expense reports, and payment requests for accuracy and policy compliance</li><li>Support cash application and customer/vendor inquiries</li></ul><p><strong>Financial Reporting & Analysis</strong></p><ul><li>Assist in the preparation of financial statements and management reports</li><li>Analyze variances and provide explanations to management</li><li>Support budgeting and forecasting activities as assigned</li></ul><p><strong>Audit & Compliance</strong></p><ul><li>Assist with internal and external audits by providing documentation and explanations</li><li>Support compliance with internal controls, accounting policies, and procedures</li><li>Identify opportunities for process improvements and efficiencies</li></ul><p><strong>Systems & Process Improvement</strong></p><ul><li>Maintain accounting records in ERP/accounting systems</li><li>Assist with system implementations, upgrades, or process documentation</li><li>Ensure data integrity across accounting platforms</li></ul><p><br></p><p><br></p>
  • 2026-01-08T01:40:31Z
Associate Attorney (Employment Law)
  • San Francisco, CA
  • onsite
  • Permanent
  • 140000.00 - 235000.00 USD / Yearly
  • <p>Robert Half is recruiting an Associate Attorney (Employment Law) for a delightful boutique law firm in downtown San Francisco (can work mostly remotely). This L& E Associate position is about half defense litigation work and half advice & counsel practice. It’s a fantastic opportunity for an experienced employment litigator to manage with autonomy the case load and relationships with human resources managers and executives at the firm’s clients in various industries, life sciences & biotech, AI software and tech startups, small and mid-sized retail and B2B enterprises, and nonprofits. </p><p><br></p><p>Responsibilities include:</p><p>• Defense of single plaintiff, class action, and PAGA litigation concerning labor & employment claims in state and Federal courts;</p><p>• Represent clients in administrative proceedings (e.g., EEOC, DFEH) as well as in arbitration, mediation, and settlement conferences;</p><p>• Conduct workplace investigations;</p><p>• Prepare employee handbooks and management training; and</p><p>• Significant amount of advice & counsel and HR compliance work.</p><p><br></p><p>Qualifications:</p><p>• 2++ years of employment litigation practice, including handling wage & hour lawsuits;</p><p>• Experience conducting and defending depositions and arguing dispositive motions;</p><p>• Active and in good standing with State Bar of California; and</p><p>• Strong work ethic & good sense of humor.</p><p><br></p><p>This is a unique, up-and-coming law firm (with very friendly, good-natured shareholders and team) offering partnership track and ample legal secretary support, and true pro bono practice. Salary range is $140,000 – 230,00/yr, DOE, and year-end bonus as well as production bonuses. Comprehensive employment benefits package includes M/D/V insurance, 401k Plan, paid vacation, fun teambuilding events, and very flexible telecommute policy.  </p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-01-06T21:39:00Z
Controller at Venture Capital Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <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>
  • 2025-12-20T21:33:36Z
Salesforce Consultant
  • Oakland, CA
  • onsite
  • Temporary
  • 55.00 - 75.00 USD / Hourly
  • <p>We are looking for a skilled Salesforce Consultant to join our team on a long-term contract basis in Oakland, California. This Salesforce Consultant position offers the opportunity to work with a nonprofit organization dedicated to making a meaningful impact, where you will play a key role in stabilizing and enhancing their Salesforce environment. The ideal Salesforce Consultantwill bring expertise in database management, Salesforce administration, and integrations, ensuring the organization’s systems are efficient and sustainable.</p><p><br></p><p>Responsibilities:</p><p>• Conduct a thorough assessment of the organization’s current Salesforce setup, identifying areas for improvement in configuration, data integrity, and optimization.</p><p>• Repair or redesign the integration between Givebutter and Salesforce, utilizing Zapier to establish reliable data flow.</p><p>• Design and implement reports and dashboards that offer accurate and actionable insights into fundraising performance.</p><p>• Create detailed documentation outlining system configurations, workflows, and integration points to support long-term usability.</p><p>• Provide hands-on training and support to the Executive Director and key staff, ensuring they can independently manage the system.</p><p>• Optimize database performance by applying best practices in data management, deduplication, and governance.</p><p>• Collaborate with stakeholders to align the Salesforce environment with organizational goals and operational needs.</p><p>• Troubleshoot and resolve database-related issues to maintain system reliability.</p><p>• Ensure all configurations and processes are scalable to accommodate future growth.</p><p>• Maintain clear communication with the team and stakeholders to provide updates and recommendations.</p>
  • 2025-12-15T17:03:58Z
Human Resources (HR) Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 125000.00 - 175000.00 USD / Yearly
  • <p><strong>Natalie Lue with Robert Half  is recruiting for an HR Manager . This is a full-time permanent role based in San Francisco with a hybrid/onsite schedule.</strong></p><p> </p><p>About the Role</p><p>This role encompasses HR functions that are critical to the smooth operation of our firm, from maintaining compliance to employee relations and performance management. You'll thrive on building strong relationships with staff, ensuring their well-being, and supporting strategic HR functions tailored to a legal-services environment.</p><p> </p><p>Responsibilities</p><p><em> </em></p><p><em>Employee Relations and Well-Being</em></p><ul><li>Actively check in with staff, fostering a supportive environment to ensure team members feel heard and valued.</li><li>Maintain positive employee relationships and resolve issues promptly to support workplace satisfaction and retention</li></ul><p><em> </em></p><p><em>Policy and Handbook Management</em></p><ul><li>Manage, update, and enforce the firm’s Employee Handbook to ensure alignment with best practices, current employment laws, and established firm policies.</li><li>Collaborate with the Management Committee and other stakeholders for policy updates and approvals.</li><li>Ensure accessibility and usability of the handbook for all employees.</li></ul><p><em> </em></p><p><em>Performance Evaluation Program</em></p><ul><li>Maintain and actively manage performance evaluation processes tailored to attorneys, staff, and partners.</li><li>Manage systems like Microsoft Forms to ensure seamless execution of reviews.</li></ul><p> </p><p><em>HR Administration and Compliance</em></p><ul><li>Oversee HR functions specific to legal firms, ensuring adherence to industry-standard policies and procedures.</li><li>Build and maintain strong collaborations with the firm’s Hiring Committees in talent acquisition processes.</li></ul><p> </p><p><em>Benefits Administration</em></p><ul><li>Liaise with the Benefits Broker to ensure comprehensive employee benefits administration.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p><p> </p>
  • 2026-01-08T16:54:27Z
Senior Tax Preparer - Prestigious WM Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 115000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A purpose‑driven wealth management firm providing holistic financial, investment, and tax services to individuals, families, and foundations. The firm emphasizes impact, community engagement, and values‑based client service, with offices across major U.S. cities. The tax team supports a high‑net‑worth client base with sophisticated and personalized planning needs.</p><p><br></p><p><strong>The Role</strong></p><p>The Senior Tax Preparer plays a key role in delivering accurate, high‑quality tax preparation and planning support. This position is ideal for an Enrolled Agent (or tax‑focused CPA) with strong direct experience serving high‑net‑worth clients. The role is heavily focused on 1040 preparation during tax seasons, with planning and client support responsibilities throughout the year.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare individual tax returns (1040‑focused); experience with 1041/1065 a plus.</li><li>Liaise directly with clients to gather documentation and ensure a seamless experience.</li><li>Prepare tax projections, estimated payments, and analysis.</li><li>Explain tax issues and compliance requirements directly to clients.</li><li>Stay current on tax law changes and identify planning opportunities.</li><li>Support internal advisors with tax education and insights.</li><li>Provide guidance across multiple tax areas (estate & gift, multi‑state, capital gains, 1031, QSBS, charitable planning, stock comp, etc.).</li></ul><p><strong>Benefits</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>High‑deductible health plan with HSA</li><li>Wellness allowance ($75/month)</li><li>Employee assistance program</li><li>401(k) with 3% match</li><li>Commuter benefits</li><li>Parental bonding leave (up to 100% pay for 12 weeks)</li><li>Bereavement leave (including pets)</li><li>Birthday PTO</li><li>Volunteer PTO (1 day per quarter)</li><li>Learning & development stipend (up to $1,000 annually)</li><li>Monthly cell phone allowance ($75/month)</li></ul>
  • 2026-01-05T22:24:33Z
Executive Assistant
  • Walnut Creek, CA
  • onsite
  • Contract / Temporary to Hire
  • 58.00 - 85.00 USD / Hourly
  • <p>Are you a strategic thinker, master communicator, and calendar management guru? We’re seeking an exceptional Executive Assistant to join our team in Walnut Creek, CA and support senior leadership in a fast-paced, highly impactful environment.</p><p><br></p><p><strong>Why You’ll Love This Role:</strong> You’ll go beyond classic administrative duties and play a key part in driving operational efficiency. You’ll manage complex schedules, solve problems proactively, and serve as the go-to resource for executive support—helping our leaders stay focused on what matters most.</p><p><strong>What the Executive Assistant Will Do:</strong></p><ul><li>Coordinate and optimize busy executive calendars, ensuring meetings, appointments, and priorities are seamlessly managed</li><li>Anticipate needs and proactively remove roadblocks, using strategic thinking to support leaders’ goals</li><li>Prepare materials and organize travel, meetings, presentations, and communications with professionalism and attention to detail</li><li>Serve as a trusted liaison between executives and internal/external partners, drafting essential correspondence and organizing briefings</li><li>Maintain confidential documents, process expenses, and contribute to process improvements across teams</li><li>Support workflow automation initiatives and leverage digital tools to maximize productivity</li><li>Tackle challenges before they arise—your problem-solving skills will set you apart!</li></ul><p>If you are interested in this Executive Assistant role, please submit your application today!</p>
  • 2026-01-08T16:33:40Z
Legal Assistant
  • Saratoga, CA
  • onsite
  • Contract / Temporary to Hire
  • 28.00 - 35.00 USD / Hourly
  • <p>We are looking for an experienced Legal Assistant to join our team in Saratoga, California. This Legal Assistant position offers an exciting opportunity to work closely with trust and estate litigation attorneys and contribute to trial preparation and litigation support. The role is part-time, with potential for increased hours in the future, and requires a high level of organization and attention to detail. </p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain attorneys' calendars, ensuring deadlines for court filings and legal proceedings are accurately tracked.</p><p>• Organize, review, and prepare legal documents, including creating trial binders and labeling exhibits.</p><p>• Assist with discovery by preparing responses, drafting requests, and completing judicial council forms.</p><p>• Handle the filing and e-filing of legal documents in state courts through approved platforms.</p><p>• Coordinate and compile legal pleadings, motions, depositions, and other litigation-related documents.</p><p>• Provide support for trial preparation, including scanning, copying, and organizing exhibits.</p><p>• Input attorney time entries into the billing system with precision.</p><p>• Ensure all legal documentation adheres to formatting standards, including tables of contents and authorities.</p><p>• Offer additional support to relieve the primary paralegal during vacation periods.</p><p>• Maintain proficiency in Microsoft Office tools to execute daily tasks efficiently.</p>
  • 2026-01-07T23:28:37Z
Controller at Thriving VC Fund
  • Menlo Park, CA
  • onsite
  • Permanent
  • 225000.00 - 300000.00 USD / Yearly
  • <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 Firm| Menlo Park| Hybrid (2days/week) | $Base + Generous Bonus + Carry!</strong></p><p> </p><p>Our client is a fast-growing, early-stage investment firm backing tech founders. With over Billions in AUM and a strong history of top-tier returns, the firm is actively scaling and investing from its latest fund.</p><p> </p><p>This is a true right-hand role to the CFO on a lean, high-performing team. You’ll own core fund and management company finance, drive scalable processes, and gain exposure to investor relations, portfolio analytics, and strategic initiatives. <strong>High visibility, real ownership, and meaningful impact.</strong></p><p> </p><p><strong>Competitive compensation</strong> includes <strong>carried interest</strong>, <strong>unlimited PTO</strong>,<strong> top benefits</strong>, 401(k) match, and a monthly cell phone stipend.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and oversee fund administrators, consultants, auditors, and tax providers</li><li>Lead audits, tax filings, and investor reporting</li><li>Strengthen internal controls and accounting processes to support scaling fund operations.</li><li>Support fundraising, new fund launches, and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-01-08T03:13:56Z
Database Administrator
  • Oakland, CA
  • remote
  • Contract / Temporary to Hire
  • 50.00 - 56.06 USD / Hourly
  • <p>Looking for a challenging opportunity to advance your career in database administration? Our Bay Area client is seeking a Database Administrator skilled in Salesforce and SharePoint to join their team. If you’re detail-oriented, a problem-solver, and a collaborative professional ready to make an impact, this may be the position for you!</p><p> </p><p>This role is contract-to-hire role, and can be 100% remote.</p><p> </p><p>Key Responsibilities</p><p> </p><p>Salesforce Administration:</p><ul><li>Manage, support, and assist Salesforce users (400–500 tickets).</li><li>Perform data quality control, remediation, and validation to ensure data accuracy.</li><li>Import/export data and troubleshoot system issues to resolve user queries.</li><li>Provide user training on updates, best practices, and system functionality.</li></ul><p> </p><p>SharePoint Design & Administration:</p><ul><li>Design, configure, and maintain SharePoint sites, permissions, workflows, and integrations.</li><li>Perform migrations using tools like ShareGate and Metalogix, maintain governance, and collaborate on platform improvements.</li><li>Ensure systems are performing optimally while troubleshooting as needed.</li></ul><p> </p><p>Collaboration & Compliance:</p><ul><li>Partner with stakeholders to gather requirements, translate needs, and ensure data security and compliance with standards.</li><li>Contribute to cross-functional projects and support system upgrades or transitions.</li></ul>
  • 2025-12-16T00:14:05Z
Medical Applications Specialist
  • Union City, CA
  • onsite
  • Temporary
  • 28.50 - 33.00 USD / Hourly
  • <p>We are looking for a dedicated Medical Applications Specialist to support patient intake processes and ensure the accurate handling of medical paperwork. In this contract role, you will collaborate with patients and healthcare teams to facilitate smooth registration and documentation procedures. This position is based in Union City, California.</p><p><br></p><p>Responsibilities:</p><p>• Assist patients in completing and submitting medical forms and applications.</p><p>• Verify insurance information to ensure proper registration and billing processes.</p><p>• Manage patient intake procedures accurately and efficiently.</p><p>• Utilize content management systems to organize and maintain records.</p><p>• Handle electronic medical records (EMR) with precision and confidentiality.</p><p>• Operate within a production environment to support high-volume workflows.</p><p>• Monitor and update patient data in compliance with healthcare regulations.</p><p>• Collaborate with healthcare staff to resolve patient registration issues.</p><p>• Work with microfilm systems to retrieve and archive medical documents.</p><p>• Ensure adherence to basic medical terminology and documentation standards.</p><p><br></p><p>If you are interested in this role, please apply today and call us at (510)470-7450</p>
  • 2026-01-06T19:04:19Z
Facilities Support Specialist
  • Santa Clara, CA
  • remote
  • Temporary
  • 22.00 - 24.00 USD / Hourly
  • <p>Job Description Summary:</p><p><br></p><p>As a Facility Support Specialist, you will play a key role in enhancing the experience of our employees and visitors. The role involves overseeing a wide array of responsibilities like managing event setup and tear down, maintaining conference rooms, coordinating employee relocations, and carrying out facility maintenance tasks. This dynamic role requires you to maintain the smooth functioning of our facility and contribute significantly to creating a safe, neat, and welcoming environment for all our employees and guests.</p><p><br></p><p>Essential Functions and Responsibilities:</p><p><br></p><p>Event management: Arrange furniture, setup audiovisual equipment, coordinate with event organizers, and maintain cleanliness and organization of the event space.</p><p>Conference room upkeep: Restock supplies, conduct routine checks to make sure the rooms are neat, organized, and fully functional.</p><p>Employee relocation: Coordinate and execute the setting up of workstations and shifting of office furniture.</p><p>Facility support: Attend to requests and issues, perform routine maintenance tasks, and oversee the inventory of facility supplies.</p><p>Facility Maintenance: Conduct regular maintenance checks and power washing to maintain cleanliness and comply with safety and company regulations.</p><p>Building inspections: Conduct regular inspections to ensure safety and operational standards, report issues, and work with relevant departments on fixing those issues.</p><p>Work order management: Manage, prioritize and track progress of work order tickets, provide regular updates to employees for smooth facility operations.</p><p>Qualifications and Requirements:</p><p><br></p>
  • 2026-01-06T23:13:44Z
Data Analyst
  • San Francisco, CA
  • remote
  • Temporary
  • 57.00 - 66.00 USD / Hourly
  • We are looking for a skilled Data Analyst to join our team on a long-term contract basis in San Francisco, California. This role requires an analytical mindset and the ability to transform data into actionable insights that drive business decisions. You will collaborate closely with stakeholders while balancing hands-on data tasks and reporting responsibilities.<br><br>Responsibilities:<br>• Design, develop, and optimize data pipelines and reporting solutions to meet business needs.<br>• Create and manage Looker dashboards to provide stakeholders with accurate and timely insights.<br>• Investigate data trends and anomalies to support operational, business, and client requirements.<br>• Manage and prioritize incoming tasks in a sprint-based environment to ensure timely delivery.<br>• Collaborate with stakeholders to gather project requirements, define timelines, and align deliverables.<br>• Deliver ongoing analytics and reporting support using tools such as Looker and Tableau.<br>• Maintain a balance between stakeholder engagement and hands-on data analysis responsibilities.<br>• Ensure data accuracy and integrity while handling large datasets and creating impactful visualizations.
  • 2026-01-06T16:59:09Z
Quality administrator
  • Oakland, CA
  • onsite
  • Temporary
  • 28.50 - 33.00 USD / Hourly
  • We are looking for a dedicated Quality Administrator to join our team in Oakland, California. In this role, you will perform a variety of administrative tasks, ensuring smooth day-to-day operations. This is a long-term contract position offering flexibility in work hours and a collaborative work environment.<br><br>Responsibilities:<br>• Perform repetitive administrative tasks with efficiency and attention to detail.<br>• Utilize Microsoft Office applications including Word, Excel, PowerPoint, and Outlook for daily operations.<br>• Respond to inbound and outbound calls professionally and provide exceptional customer service.<br>• Manage email correspondence and ensure timely follow-ups.<br>• Schedule and coordinate appointments effectively to meet organizational needs.<br>• Handle data entry tasks accurately and maintain organized records.<br>• Work with EHR systems to support administrative processes.<br>• Collaborate with team members to ensure access requirements and permissions are handled appropriately.<br>• Adapt to flexible schedules while maintaining a consistent 40-hour workweek.
  • 2025-12-08T23:48:48Z
Non-Qualified Plan Administrator
  • San Ramon, CA
  • remote
  • Temporary
  • 40.00 - 46.00 USD / Hourly
  • <p><strong>6-8+ Month Contract Role - Benefits, PTO, Bonus available!</strong></p><p>We are looking for a skilled Non-Qualified Plan Administrator to join our team on a long-term contract basis. In this role, you will oversee the administration of deferred compensation plans, 409A, 401k plans, ensuring compliance and accuracy in all processes. You will collaborate with internal teams and external vendors to manage participant communications, data reconciliation, and plan-related inquiries. This position offers an opportunity to work in a dynamic environment while contributing to the efficiency and effectiveness of savings plan operations.</p><p><br></p><p>Responsibilities:</p><p>• Administer annual enrollment processes for multiple deferred compensation plans, including coordination with vendors and review of participant communications.</p><p>• Process distribution payments for various participant events, such as vesting, separation of service, and domestic relations orders, in compliance with established schedules.</p><p>• Manage employer discretionary allocation reviews, developing timelines, processing deposits, and drafting participant notifications.</p><p>• Compile and analyze year-end compensation data to support non-discrimination testing and plan analysis.</p><p>• Maintain and update plan materials to ensure accuracy and compliance.</p><p>• Collaborate with vendors and internal teams to identify and resolve data discrepancies and file transmission errors.</p><p>• Respond to participant inquiries regarding plan eligibility, contributions, distributions, and vesting calculations.</p><p>• Investigate payroll deduction variances and initiate wire deposit requests for plan funding.</p><p>• Participate in team projects, offering recommendations to improve processes and enhance operational efficiency.</p>
  • 2025-12-23T20:48:59Z
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