124 Results for Hybrid Jobs in San Jose, CA

Add your latest resume to match with open positions.

Accountant at Real Estate Development Firm - Hybrid

Oakland, CA
remote
Permanent / Full Time
70000.00 - 100000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Staff Accountant & AP Accountant | Real Estate Development | Oakland - Hybrid Join a highly respected real estate development firm behind some of the region's most impactful mixed-use projects. This is an opportunity to work in a collaborative, entrepreneurial environment where you'll gain broad exposure across accounts payable, general ledger accounting, month-end close, and financial reporting in a complex multi-entity business. The team is known for its excellent tenure, supportive culture, and opportunities to take ownership while building a well-rounded accounting career. Responsibilities<ul><li>Process and code vendor invoices across multiple entities and projects</li><li>Manage the AP process, vendor relationships, and payment activities</li><li>Prepare journal entries, reconciliations, accruals, and intercompany transactions</li><li>Support month-end close, financial reporting, budgeting, and forecasting</li><li>Assist with consolidations, audits, tax requests, and compliance reporting</li><li>Partner with accounting, operations, and project teams to improve processes and maintain strong financial controls</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:04:01Z

Jr. Recruiter/Sourcer (Contract | Hybrid)

Alameda, CA
onsite
Temporary / Contract
30.00 - 40.00 USD / Hourly
We are looking for a motivated and detail-oriented Recruiter to join our team on a temporary basis. This is a great opportunity for someone with 1-2 years of recruiting or sourcing experience who is eager to grow their career in recruiting.The ideal candidate enjoys connecting with people, building candidate pipelines, learning recruiting best practices, and working in a fast-paced environment. This role offers hands-on recruiting experience with the potential for future growth into broader HR responsibilities. What You'll Do<ul><li>Source and identify candidates through job boards, LinkedIn, referrals, and other recruiting channels</li><li>Screen resumes and conduct initial phone interviews</li><li>Schedule interviews and coordinate communication between candidates and hiring managers</li><li>Maintain accurate candidate records within the applicant tracking system</li><li>Assist with job postings and candidate outreach efforts</li><li>Support onboarding and pre-employment processes for new hires</li><li>Partner with hiring managers and recruiters to help fill open positions quickly and effectively</li><li>Provide a positive candidate experience throughout the hiring process</li></ul>
2026-10-19T20:18:45Z

Associate Advisor - RIA Firm, East Bay

Walnut Creek, CA
remote
Permanent / Full Time
115000.00 - 140000.00 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)Compensation: $115,000–$140,000 DOE A respected, client-focused Registered Investment Advisor (RIA) in Walnut Creek is seeking an Associate Advisor to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of only one day per week in the office. Key Responsibilities:<ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
2026-11-03T02:04:27Z

Legal Assistant

Walnut Creek, CA
onsite
Temporary / Contract
33.00 - 43.00 USD / Hourly
We are looking for a Legal Assistant to join a defense-focused litigation practice in Walnut Creek, California. This contract-to-hire opportunity is ideal for someone who is comfortable supporting attorneys in a fast-paced civil litigation environment and can manage both case-related and administrative tasks with accuracy. The role begins with a fully on-site training period of 90 days, followed by a hybrid schedule with three days in the office and two days working from home. Candidates who bring strong court filing experience, strong document preparation skills, and dependable organizational support will be well positioned for success. Responsibilities:• Prepare, revise, and finalize legal documents so they meet court formatting requirements and attorney expectations.• Handle electronic filings in both state and federal courts, ensuring submissions are accurate and completed within required deadlines.• Maintain attorney calendars by tracking hearings, filing dates, meetings, and other litigation-related commitments.• Provide day-to-day administrative assistance to attorneys, including organizing case materials and supporting workflow coordination.• Support civil litigation matters by managing documents, monitoring deadlines, and helping keep case activity on schedule.• Review filing details and court requirements carefully to reduce errors and help maintain compliance across active matters.
2026-11-05T18:53:43Z

Staff Accountant | $105K + Bonus + 25% Profit Sharing | VC

San Jose, CA
remote
Permanent / Full Time
95000.00 - 105000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Staff Accountant | $95K–$105K + Bonus + 25% Profit Sharing📍 Hybrid — Just 2 Days in Office🚀 Top-Tier VC Firm | Fully Paid Employee Benefits | Strong Work-Life Balance I'm working on an opportunity with a highly respected, established Silicon Valley venture capital firm known for partnering with influential entrepreneurs and investors. They're looking for a Staff Accountant to join their general ledger team. This is a great opportunity for someone with solid GL fundamentals who wants to break into the private investment industry, work alongside a knowledgeable finance team, and build a long-term career in a stable, collaborative environment. 💡 What You'll Do<ul><li>Maintain general ledger accounts and support the monthly close</li><li>Perform bank reconciliations and investigate discrepancies</li><li>Record journal entries and ensure accurate debit and credit activity</li><li>Support financial reporting and account analysis</li><li>Maintain accurate financial records while handling confidential information</li><li>Collaborate with an experienced finance team and contribute to ongoing process improvements</li></ul>
2026-10-25T05:13:45Z

Payroll Clerk

Watsonville, CA
onsite
Temporary / Contract
26.60 - 30.80 USD / Hourly
We are looking for a detail-oriented Payroll Clerk to support payroll operations for a team of approximately 101 to 500 employees in Watsonville, California. This is a Contract position scheduled to continue through the end of the year, offering a hybrid work arrangement and a part-time daytime schedule of 20 hours per week. The ideal candidate will bring hands-on payroll experience, strong accuracy, and the ability to manage sensitive employee information with professionalism. Responsibilities: • Manage end-to-end payroll processing for a mid-sized employee population while ensuring timely and accurate pay distribution. • Review payroll data for completeness and resolve discrepancies related to hours worked, deductions, and employee records. • Administer wage garnishments and other required payroll deductions in accordance with company policy and applicable regulations. • Maintain organized payroll documentation and update records to support audits, reporting, and internal compliance needs. • Coordinate with employees and internal departments to answer payroll-related questions and address issues efficiently. • Support payroll activities within a hybrid work environment while meeting deadlines on a consistent weekly schedule.
2026-10-22T19:38:43Z

Litigation Paralegal

San Jose, CA
onsite
Temporary / Contract
45.00 - 65.00 USD / Hourly
Boutique litigation firm, is seeking a Litigation Paralegal with 3–5+ years of experience to support a busy civil defense litigation practice in San Jose, California. This hybrid role requires regular on-site attendance and offers the opportunity to support matters throughout the full litigation lifecycle. As a Litigation Paralegal with this firm, you'll support up to five attorneys with document drafting, research, discovery, and trial support. Key Responsibilities:<ul><li>Support attorneys in all phases of civil litigation, from case inception through trial and resolution. </li><li>Draft, review, and file pleadings, motions, discovery requests and responses, subpoenas, and correspondence. </li><li>Manage case files, maintain calendars, track deadlines, and ensure compliance with court rules and filing requirements.</li><li>Coordinate document production, discovery tracking, and case materials for depositions, mediations, and hearings.</li><li>Assist with trial preparation, including exhibit management, witness files, trial binders, and pretrial documentation. B</li><li>Conduct factual research, summarize records, and support attorneys with case organization and strategy preparation. </li><li>Communicate with clients, experts, vendors, court personnel, and outside counsel as needed. </li><li>Support eDiscovery processes, including document review, organization, and production, as needed. </li></ul>
2026-10-30T23:23:43Z

Tax Manager

San Francisco, CA
onsite
Permanent / Full Time
125000.00 - 155000.00 USD / Yearly
Tax Manager Natalie Lue with Robert Half is recruiting for an experienced Tax Professional ready for that move to Tax Manager to oversee corporate income tax accounting and compliance activities for our San Francisco, California team. This role plays a key part in managing tax provision processes, supporting reporting accuracy, and partnering with internal stakeholders and external advisors on a range of tax matters. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage deadlines across recurring filings, forecasts, and special projects. Join a global organization seeking a Tax Manager to support tax compliance, provision, and planning activities.Requirements<ul><li>Big 4 CPA</li><li>5+ years of public accounting and/or corporate tax experience</li><li>ASC 740 and IAS 12 tax provision experience</li></ul>San Francisco, CA | Hybrid | $125K-$155K + BonusExcellent growth opportunity, strong benefits, and a flexible hybrid schedule. Apply today for confidential consideration
2026-10-28T21:24:05Z

Associate Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco; Hybrid; 3 days A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-11-06T14:48:43Z

Associate Wealth Advisor at RIA

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 130000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Associate Financial Advisor | Wealth Management | San Francisco; Hybrid A growing independent wealth management firm is expanding its team. Known for delivering thoughtful, personalized financial guidance, the firm offers an environment where employees are highly valued, supported, and given meaningful exposure to comprehensive wealth planning. This is an exciting opportunity to work alongside experienced advisors, build deep client relationships, and gain hands-on exposure across financial planning, investment operations, and wealth management strategy. The firm offers a hybrid schedule, competitive compensation with bonus potential, strong benefits, educational support, and clear long-term growth opportunities within a high-performing, team-oriented environment. Responsibilities<ul><li>Prepare and update financial plans using planning software</li><li>Support advisors with comprehensive financial planning and client service</li><li>Participate in client meetings and maintain ongoing client relationships</li><li>Assist with account administration, investment service requests, and portfolio maintenance</li><li>Help improve workflows, processes, and client service delivery</li><li>Collaborate with advisors and internal specialists to support client goals</li><li>Stay current on compliance requirements, firm policies, and industry trends</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn
2026-11-04T21:58:48Z

Staff Accountant | $105K + Bonus + 25% Profit Sharing | VC

San Francisco, CA
remote
Permanent / Full Time
95000.00 - 105000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Staff Accountant | $95K–$105K + Bonus + 25% Profit Sharing📍 Hybrid — Just 2 Days in Office🚀 Top-Tier VC Firm | Fully Paid Employee Benefits | Strong Work-Life Balance I'm working on an opportunity with a highly respected, established Silicon Valley venture capital firm known for partnering with influential entrepreneurs and investors. They're looking for a Staff Accountant to join their general ledger team. This is a great opportunity for someone with solid GL fundamentals who wants to break into the private investment industry, work alongside a knowledgeable finance team, and build a long-term career in a stable, collaborative environment. 💡 What You'll Do<ul><li>Maintain general ledger accounts and support the monthly close</li><li>Perform bank reconciliations and investigate discrepancies</li><li>Record journal entries and ensure accurate debit and credit activity</li><li>Support financial reporting and account analysis</li><li>Maintain accurate financial records while handling confidential information</li><li>Collaborate with an experienced finance team and contribute to ongoing process improvements</li></ul>
2026-10-25T05:08:43Z

Senior Finance Associate at VC Firm

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 135000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!) Join a highly regarded venture capital firm with billions in assets under management, backing innovative companies across automation, AI, and real-world industries. This is a high-impact opportunity within a lean, high-performing finance team, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations. Ideal for someone who enjoys process improvement, systems, AI, and automation and wants meaningful ownership as the platform grows. Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential. Responsibilities<ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage AI and automation across the finance function</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T21:58:48Z

Staff Accountant | $105K + Bonus + 25% Profit Sharing | VC

San Mateo, CA
remote
Permanent / Full Time
95000.00 - 105000.00 USD / Yearly
Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly! 💰 Staff Accountant | $95K–$105K + Bonus + 25% Profit Sharing📍 Hybrid — Just 2 Days in Office🚀 Top-Tier VC Firm | Fully Paid Employee Benefits | Strong Work-Life Balance I'm working on an opportunity with a highly respected, established Silicon Valley venture capital firm known for partnering with influential entrepreneurs and investors. They're looking for a Staff Accountant to join their general ledger team. This is a great opportunity for someone with solid GL fundamentals who wants to break into the private investment industry, work alongside a knowledgeable finance team, and build a long-term career in a stable, collaborative environment. 💡 What You'll Do<ul><li>Maintain general ledger accounts and support the monthly close</li><li>Perform bank reconciliations and investigate discrepancies</li><li>Record journal entries and ensure accurate debit and credit activity</li><li>Support financial reporting and account analysis</li><li>Maintain accurate financial records while handling confidential information</li><li>Collaborate with an experienced finance team and contribute to ongoing process improvements</li></ul>
2026-10-25T05:13:45Z

Hedge Fund Senior Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
90000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T14:48:43Z

Hedge Fund Controller

San Francisco, CA
onsite
Permanent / Full Time
160000.00 - 180000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | San Francisco| Hybrid; 1-2 day in office Step into a high-impact leadership role with a leading outsourced finance partner serving hedge funds. You’ll work directly with fund principals as a trusted advisor, helping strengthen infrastructure, support growth, and navigate complex financial operations.Lead a strong internal team, own key client relationships, and gain broad exposure across fund accounting, operations, and strategy. The firm offers a flexible hybrid schedule with just 1 day in-office, generous PTO, and a culture built around trust, autonomy, and performance. Responsibilities<ul><li>Lead hedge fund client engagements and mentor accounting staff</li><li>Oversee shadow books, NAVs, financials, valuations, audits, and tax coordination</li><li>Serve as a key contact for investor relations and operational due diligence</li><li>Review monthly closes, expense reporting, transparency reports, and investor statements</li><li>Oversee capital activity, distributions, budgeting, and management company finances</li><li>Supervise portfolio reconciliations and relationships with prime brokers and custodians</li><li>Support fund launches, vendor selection, and strategic initiatives</li><li>Partner with compliance, legal, tax, and operations teams</li><li>Lead regulatory reporting and high-level special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T14:48:43Z

Senior Fund Accounting Manager

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund, Senior Fund Accounting Manager | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-05T23:43:44Z

Senior Fund Accountant - Hedge Fund Specialty

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T23:28:41Z

Senior Fund Accountant, Hedge Fund

San Francisco, CA
remote
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Hedge Fund, Senior Fund Accountant

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 110000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T23:13:47Z

Senior Finance Associate

San Francisco, CA
remote
Permanent / Full Time
110000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!) Join a highly regarded venture capital firm with billions in assets under management, backing innovative companies across automation, AI, and real-world industries. This is a high-impact opportunity within a lean, high-performing finance team, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations. Ideal for someone who enjoys process improvement, systems, AI, and automation and wants meaningful ownership as the platform grows. Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential. Responsibilities<ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage AI and automation across the finance function</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T23:28:41Z

Wealth Advisor

San Francisco, CA
remote
Permanent / Full Time
100000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients</li><li>Develop personalized financial plans and investment strategies</li><li>Build long-term client relationships through proactive communication and portfolio reviews</li><li>Deliver ongoing financial planning and investment guidance</li><li>Identify opportunities to deepen existing relationships and support business development</li><li>Collaborate with advisors and internal teams to provide an exceptional client experience</li><li>Stay current on market trends and economic developments to support client recommendations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:18:42Z

Senior Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
110000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Hedge Fund, Senior Fund Accounting Manager | San Francisco; Hybrid - 1 Day Onsite Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.Great opportunity to deepen your hedge fund experience in a flexible, very hybrid environment with strong PTO and long-term stability. Responsibilities<ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-28T21:08:43Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-16T13:04:08Z

Tax Manager / Director | $160K–$225K + Bonus | UHNW Clients

Oakland, CA
remote
Permanent / Full Time
160000.00 - 225000.00 USD / Yearly
Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly! 💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own? I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities. 💡 What You'll Do<ul><li>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</li><li>Deliver proactive tax planning and strategic advice across complex wealth structures</li><li>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</li><li>Review and sign individual, trust, partnership, and related tax returns</li><li>Build long-term relationships with founders, executives, investors, and their families</li><li>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</li><li>Help design scalable tax processes and service offerings using technology, automation, and AI</li><li>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</li></ul>
2026-10-26T07:34:08Z

Tax Manager / Director | $160K–$225K + Bonus | UHNW Clients

San Francisco, CA
remote
Permanent / Full Time
160000.00 - 225000.00 USD / Yearly
Interested? Connect with me on LinkedIn at Mahmoud Adam, CPA and send me your resume directly! 💰 Tax Manager / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility🚀 UHNW Clients What if your next tax role wasn't about inheriting someone else's process — but building something of your own? I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities. 💡 What You'll Do<ul><li>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</li><li>Deliver proactive tax planning and strategic advice across complex wealth structures</li><li>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</li><li>Review and sign individual, trust, partnership, and related tax returns</li><li>Build long-term relationships with founders, executives, investors, and their families</li><li>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</li><li>Help design scalable tax processes and service offerings using technology, automation, and AI</li><li>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</li></ul>
2026-10-26T07:34:08Z

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