<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p> </p><p>This is a fantastic opportunity to join a well-established, highly regarded firm known for its personalized approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage accounts—all delivered with a focus on long-term relationships.</p><p> </p><p>You can step into a <strong>leadership role</strong> where <strong>work-life balance, strong team culture, and client care</strong> are top priorities. You'll be part of a collaborative, tight-knit team that truly values the work they do and the people they serve.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the onboarding process for new clients and ensure a seamless, high-touch experience.</li><li>Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary configurations.</li><li>Assist clients with accessing secure portals and using financial planning tools.</li><li>Prepare proposals, reports, and paperwork for client meetings, and handle all follow-up tasks.</li><li>Maintain accurate client records in CRM systems like ClientWorks and Redtail.</li><li>Support daily operations by refining procedures, monitoring compliance alerts, and managing marketing activities.</li><li>Oversee team operations, including task delegation, training, payroll, benefits, and performance reviews.</li><li>Plan and execute a minimum of three client events per year, handling logistics and ensuring brand and compliance alignment.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a Legal Operations Manager to join our team in the Silicon Valley. In this role, you will oversee key aspects of legal and investment operations, ensuring seamless management of equity and debt portfolios, vendor contracts, and compliance processes. The ideal candidate thrives in a fast-paced environment, is detail-oriented, and is eager to contribute to process optimization and technology implementation.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with legal and finance teams to support investment and exit transactions, including compliance checks, document preparation, due diligence, and post-closing administration.</p><p>• Manage portfolio-related requests, such as processing stockholder consents, audit confirmations, and due diligence tasks.</p><p>• Coordinate vendor and contract management processes, including negotiation, onboarding, and payment processing for various contract types.</p><p>• Oversee the operation and management of key programs, such as external consultant initiatives and workflow optimization.</p><p>• Maintain and optimize legal technology solutions, including platforms like Ironclad, SimpleLegal, DocuSign, and AODocs.</p><p>• Drive process improvement initiatives to enhance efficiency and effectiveness within legal operations.</p><p>• Compile, organize, and analyze data to support internal and external reporting requirements, including public filings.</p><p>• Perform administrative tasks, such as document filing, data organization, and tracking daily activities to ensure smooth legal operations.</p>
<p>We are looking for a detail-oriented Leasing Specialist to join our team in San Francisco, California. In this long-term contract role, you will play a vital part in managing property operations, supporting residents, and ensuring compliance with housing regulations. This position is ideal for someone with a background in property management and a strong understanding of systems like Yardi.</p><p><br></p><p>Responsibilities:</p><p>• Process work orders efficiently and ensure their timely completion.</p><p>• Update unit terms and maintain accurate records in Yardi software.</p><p>• Coordinate and schedule property viewings for potential residents.</p><p>• Provide support for housing programs, including collaborating with the San Francisco Housing Authority and assisting individuals transitioning from homelessness.</p><p>• Manage tax recertification processes and ensure compliance with housing regulations.</p><p>• Follow detailed instructions and complete assigned tasks accurately.</p><p>• Utilize Outlook and other tools to process notices and communicate effectively.</p><p>• Deliver exceptional customer service to residents while addressing their needs.</p><p>• Maintain organized property documentation and assist with administrative tasks as required.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Kaylen Dalmacio at Kaylen.dalmacio - at - roberthalf - .com with your word resume and reference job ID#*00410-0013307226*</p>
We are looking for a detail-oriented Operations Coordinator to join our team in San Jose, California. In this long-term contract position, you will play a vital role in supporting property management operations, ensuring smooth administrative processes, and maintaining accurate records. This role is ideal for someone with strong organizational skills and experience in operational coordination.<br><br>Responsibilities:<br>• Provide administrative support to property management staff, including handling work orders, scheduling contractor tasks, preparing contracts, and monitoring vendor compliance.<br>• Oversee and maintain the property management contract database to ensure accurate and up-to-date records.<br>• Assist in managing applications for non-commercial activities and ensure compliance with program guidelines.<br>• Issue and manage open/close notices and prepare Notices of Non-Responsibility as required.<br>• Review and approve vendor Certificates of Insurance to ensure adherence to company standards.<br>• Maintain and update the Master Utility Meter Spreadsheet to track and organize utility-related data effectively.
<p><strong>Senior Accountant / Accounting Manager – Fund & Property Accounting</strong></p><p>Join a growing private investment firm focused on opportunistic and value-add real estate across asset classes. With approximately $1B in AUM and a collaborative team culture, this role offers exposure to both fund-level and property-level accounting in a dynamic, fast-paced environment.</p><p><br></p><p><strong>The Role</strong></p><p>Reporting directly to the CFO, you’ll manage fund and property accounting, performance reporting, and valuation support. You’ll work closely with a fund administrator, operating partners, and internal teams to ensure accurate financial reporting and compliance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review monthly property operating reports and variance analyses</li><li>Oversee quarterly investor reporting, allocations, and waterfall calculations</li><li>Prepare fund and property performance metrics and financial projections</li><li>Support quarterly valuations and SEC compliance filings</li><li>Manage capital calls, distributions, and carry calculations</li><li>Coordinate audits and tax filings with external providers</li><li>Interface with operating partners and respond to investor requests</li><li>Assist with credit facility servicing and compliance</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive compensation + 15% bonus</li><li>Small, high-performing team with direct access to leadership</li><li>Exposure to institutional, family office, and UHNW investors</li><li>Located in San Francisco’s Embarcadero (4–5 days onsite)</li><li>Opportunity to contribute meaningfully to a growing firm</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Robert Half is seeking an experienced <strong>Senior Accountant</strong> to join our highly regarded <strong>Full-Time Engagement Professionals (FTEP)</strong> program. This full-time position offers the stability of permanent employment with Robert Half while providing the opportunity to work on a variety of client projects. In this role, you will use your accounting expertise to lead key initiatives, provide interim support, and implement process improvements across multiple industries.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p> Job Duties:</p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support entry level accounting staff.</li></ul>
<p>We are looking for a detail-oriented remote Business Systems Analyst. In this role, you will work closely with cross-functional teams to analyze and optimize business processes, ensuring seamless alignment with organizational goals. Your expertise in tools such as Jira, Microsoft Office Suite, and Agile methodologies will be critical to delivering impactful solutions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Develop and maintain expertise in assigned products and business areas</li><li>Analyze data from various sources to provide recommendations and resolve issues</li><li>Lead requirement gathering and documentation with business partners</li><li>Collaborate with technical teams and vendors on solution components (e.g., integrations, extensions)</li><li>Design and configure enterprise applications</li><li>Lead or assist with testing planning and execution</li><li>Support system deployment and migration activities</li><li>Provide ongoing system administration and support</li><li>Serve as a subject matter expert in communications with IT, leadership, vendors, and other stakeholders</li></ul>
We are looking for a dedicated Intake Attorney to join our team in San Francisco, California. In this role, you will play a key part in assessing potential client cases, providing initial legal insights, and ensuring a smooth intake process. This position requires strong communication skills, attention to detail, and a client-focused approach to deliver exceptional service.<br><br>Responsibilities:<br>• Conduct comprehensive intake interviews with potential clients to collect case details and evaluate legal issues.<br>• Analyze case information to determine the legal strength and viability of claims.<br>• Collaborate with attorneys and staff to ensure a smooth transition from the intake process to case handling.<br>• Maintain organized and accurate records of all intake activities in the firm's case management system.<br>• Provide clear and compassionate communication to prospective clients, ensuring a positive and attentive experience.
We are looking for a skilled Litigation Paralegal to join our team in San Jose, California. This Contract-to-permanent position offers an opportunity to work closely with attorneys, contributing to all facets of civil litigation while collaborating with a dynamic team of professionals. If you have a strong background in litigation support and a passion for detail-oriented legal work, we encourage you to apply.<br><br>Responsibilities:<br>• Assist attorneys in preparing and drafting legal documents, including motions, complaints, briefs, and other litigation materials.<br>• Manage evidence collection and organization to support case strategy and trial preparation.<br>• Conduct client and witness interviews to gather critical information for hearings, depositions, and trials.<br>• Coordinate e-discovery processes and collaborate with external vendors to fulfill discovery requirements efficiently.<br>• Utilize Microsoft Excel for data creation and analysis related to case management.<br>• Perform legal research and provide support for case development as permitted by California State Bar regulations.<br>• Oversee case management software to track deadlines, filings, and other litigation activities.<br>• Prepare exhibits and other materials necessary for trial proceedings.<br>• Ensure compliance with legal procedures and maintain meticulous documentation throughout the litigation process.
<p>We are in search of a Controller to join our team based in Patterson, California. This role is instrumental in the fiscal management of our operations, driving financial objectives, and ensuring efficient and accurate financial processes. This role involves significant interaction with the management team, along with responsibility for maintaining and enhancing our financial procedures and policies.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Facilitate the achievement of financial objectives by preparing an annual budget, analyzing variances, and initiating corrective actions.</p><p>• Ensure the accuracy and timeliness of financial reports through independent preparation of journal entries and bank statements reconciliation.</p><p>• Contribute to management decision-making by reviewing and analyzing special reports, summarizing information, and identifying trends.</p><p>• Establish and enforce financial policies and procedures, guiding financial decisions and ensuring compliance.</p><p>• Enhance office efficiency by designing and implementing office policies, measuring results against standards, and making necessary adjustments.</p><p>• Maintain historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of records.</p><p>• Facilitate staff performance by coaching, counseling, and disciplining employees, planning, and monitoring job results.</p><p>• Ensure the availability of funds by preparing budgets, collecting, analyzing, and consolidating financial data, and recommending plans.</p><p>• Utilize various skills including 3M, Accounting Software Systems, ADP - Financial Services, CRM, Crystal Reports, Accounting Functions, Accounts Payable (AP), Accounts Receivable (AR), Auditing, and Budget Processes.</p>
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</p><p><br></p><p>PROJECT ACCOUNTANT</p><p>100K-120K+BONUS+BONUS SHARING+FULLLY PAID BENEFITS</p><p><br></p><p>Project Accountant for a growing/stable company with excellent benefits and good work/life balance. This position will have an opportunity to learn (Controller will train) GL, Month-end Close, Financial Analysis. This company also offers excellent benefits: competitive salary plus bonus, profit sharing, fully paid benefits and 100% 401k match.</p><p><br></p><p>Position Overview</p><p>The Project Accountant is responsible for the financial processing of our projects. This includes managing AIA contract progress billings, tracking incoming invoices, and ensuring all payments are paid timely and posted accurately. As the Project Accountant you will communicate with clients, vendors, subcontractors, and our project management team to ensure the project’s financial procedures are on track from start to finish.</p><p>Job Responsibilities</p><ul><li>Process AIA billings and change orders, ensuring accuracy and timely submission.</li><li>Review and analyze job cost reports, making necessary corrections to maintain financial accuracy.</li><li>Process subcontractor and supplier lien releases in compliance with contract terms.</li><li>Release subcontractor invoices for payment after verifying approvals and supporting documentation.</li><li>Set up and maintain job accounting files for assigned projects, ensuring proper documentation and organization.</li><li>Track insurance and bond information for all subcontractors.</li><li>Process labor and expense transfers as necessary</li><li>Set up and maintain projects in Spectrum in accordance with contract requirements; read and interpret contracts for accounting and invoicing implications</li><li>Prepare and distribute monthly billing report to Project Managers</li><li>Ensure labor and expenses posted to project comply with the contract</li><li>Ensure that accurate and complete invoice packages are submitted to the client in a timely manner including all applicable back-up required by the client</li><li>Respond to internal and external clients promptly in a confident and professional manner; investigate issues, problem solve, and communicate resolution clearly and articulately</li><li>Follow-up with clients to confirm receipt of invoices and regarding payment status of open invoices; partner with Project Manager to resolve collection issues</li><li>Maintain communication with in-house project teams for percentages of base contract and change order work when preparing AIA billings.</li><li>Record payments and EFT transactions into accounting system.</li><li>General Accounting duties as required (assist in month end closing, general ledger entries and Balance Sheet reconciliations.)</li></ul><p><br></p><ul><li><br></li></ul><p><br></p>
<p>Robert Half is partnering with a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p><br></p><p><br></p><p><br></p>
<p>Our client is seeking a strategic and highly organized Legal Operations Manager to support their legal team in driving operational excellence, cross-functional collaboration, and compliance initiatives. This is a full-time ongoing contract role with potential for conversion. This person would need to be able to report on-site to their San Francisco office at least 2 times a week.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and coordinate Legal Team projects such as whistleblower program management, SOX compliance, training modules, corporate calendar oversight, CLM implementation, template development, policy updates, and audits.</li><li>Act as a liaison between Legal and other departments to ensure alignment, track requests, monitor progress, and manage deliverables.</li><li>Support corporate-level compliance initiatives in partnership with the General Counsel, Deputy General Counsel, and other key stakeholders.</li><li>Identify and implement process improvements to enhance Legal Team efficiency and cross-functional collaboration.</li><li>Manage vendor onboarding, billing, and budget tracking in coordination with the General Counsel.</li></ul>
<p>Our construction client in Benicia is seeking an interim Accounting Manager for a 2+ month clean-up project. Our Accounting Manager will oversee the general ledger, production of financial statements, monthly reporting, budgets, and financial analysis -- some of this work will be in prior months. Evaluation of internal controls and implementation of accounting processes is critical to this position. This role is expected to pay $50-$55/hr. and has the chance of converting to full time.</p><p><br></p><p>Job Duties & Responsibilities</p><p>o Oversee general accounting and month-end close process, including journal entry preparation, general ledger account reconciliation and variance analysis</p><p>o Prepare Consolidated Balance Sheet and P& L fluctuation analysis and ratio analysis</p><p>o Maintain control of the general ledger, and post and close all entities</p><p>o Establish procedures and document critical accounting policies and issues</p><p>o Supervise, train and mentor direct reports</p><p>o Analyze financial data and prepare financial packages</p><p>o Understand the job costing and construction accounting methodology to better align processes to bring better consistency</p><p>o Work in Process & Job Costing analysis</p><p>o Responsibilities includes monthly forecasting and financial strategies to help with the growth of the company’s financial health</p><p>o Job costing/posting to ERP and provide project budgets prior the project starts.</p><p>o Provide quarterly close-out and milestones</p><p><br></p><p><br></p>
We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. <br><br>Responsibilities:<br>• Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns.<br>• Provide leadership and manage a team, ensuring efficient operations.<br>• Work closely with clients to address and resolve their inquiries and issues related to tax.<br>• Maintain CPA status in good standing and stay updated with the latest industry trends and regulations.<br>• Handle the preparation and review of audited financial statements.<br>• Manage annual income tax provision activities.<br>• Implement strategies to optimize tax processes and ensure compliance with laws and regulations.<br>• Maintain a flexible work schedule, particularly during the busy season.<br>• Foster a positive and collaborative work environment, promoting teamwork.<br>• Ensure the accuracy and integrity of all tax data and records.
<p><strong>Tax Associate</strong></p><p><strong>Location:</strong> San Francisco Bay Area (In-Office Role)</p><p><strong>Industry:</strong> Financial Services / Tax Advisory</p><p>A growing financial services firm is seeking a highly motivated and experienced <strong>Tax Associate</strong> to join its collaborative team. This is a full-time, in-office role offering schedule flexibility, competitive compensation, and the opportunity to work alongside seasoned professionals in a supportive and growth-oriented environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides comprehensive, personalized financial solutions through a holistic approach. With strong growth over the past several years, the team is expanding and looking for professionals who value excellence, process, and teamwork.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client relationships, and supporting the firm’s commitment to high-quality service. This role is ideal for someone who thrives in a fast-paced environment and is eager to contribute to a firm that values collaboration and continuous improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns (1040s, S-Corps, C-Corps, Partnerships, Fiduciary, Non-Profit)</li><li>Represent clients before the IRS and FTB for audits, collections, and correspondence</li><li>Conduct tax research and provide strategic guidance</li><li>Maintain compliance with tax laws and regulations</li><li>Deliver personalized, high-quality client service</li><li>Manage client engagements with professionalism and responsiveness</li><li>Maintain organized and accurate records of client documents and interactions</li><li>Contribute to improving internal systems and processes</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Full-time position (January–December)</li><li>Competitive salary and benefits</li><li>Flexible scheduling within an in-office structure</li><li>A positive, team-centered culture focused on growth and support</li><li>No self-marketing required—serve a growing client base with confidence</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>
<p>Robert Half's client in Walnut Creek, CA is seeking a contract-to-hire Administrative Assistant. The Assistant will provide support for all programs by enforcing policies and assisting with implementation of the programs. This role will work collaboratively with Senior Programs Associate; Programs Associates and State Chairs. The focus will be on providing support to all stakeholders throughout the year. </p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Knowledgeable on all company Programs Policies and Procedures </p><p>• Provide phone support to teachers, parents and students</p><p>• Provide customer support in Zendesk</p><p>• Provide back up to Administrative Assistant with materials sales</p><p>• Create technical documents and support tools</p><p>• Assist with certificate organization and distribution</p><p>• Assist with the facilitation of in person and online Certificate of Merit testing</p><p>• Review all program materials for Convention in hardcopy and digital forms</p><p>• Assist with membership renewals customer service (seasonally) </p><p>• Assist with Membership Department’s archiving project</p><p><br></p><p>Requirements:</p><p>• Travel to Certificate of Merit and other Program testing locations</p><p>• Travel to the annual Convention every year on or around Fourth of July</p><p>• Overtime required during the Convention Week</p><p>• Overtime required on weekends during the months of January, February and March</p><p>QUALIFICATIONS AND EDUCATION REQUIREMENTS</p><p>• BA in English, Business or related field a plus</p><p>• Excellent written and verbal communication skills</p><p>• Proficiency in Microsoft Office, Zendesk, and Google Docs</p><p>• Experience with databases</p><p>PREFERRED SKILLS</p><p>• Time management skills</p><p>• Experience with Project Management software</p><p>• Able to work collaboratively and independently</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today!</p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis. This role involves supporting construction projects with administrative tasks to ensure smooth operations and compliance with regulations. Based in Oakdale, California, this position offers the opportunity to contribute to a dynamic and fast-paced industry.<br><br>Responsibilities:<br>• Prepare, organize, and maintain critical documents such as contracts, blueprints, permits, and invoices.<br>• Track project timelines, maintain schedules, and provide updates to managers and stakeholders on progress and deadlines.<br>• Ensure all permits, licenses, and construction-related documentation meet compliance standards at local, state, and federal levels.<br>• Keep accurate records of budgets, contracts, change orders, and project reports.<br>• Manage office supplies, coordinate calendars, arrange travel, and provide general administrative support.<br>• Answer inbound calls and handle inquiries professionally and efficiently.<br>• Assist with data entry tasks to maintain accurate and up-to-date information.<br>• Perform receptionist duties, including greeting visitors and coordinating communication.<br>• Support team members with additional administrative tasks as needed.
<p>We are looking for a skilled and detail-oriented Senior Accountant to join our team in Modesto, California. This is a long-term contract position that offers the opportunity to play a key role in managing financial operations and ensuring the accuracy of accounting records. The ideal candidate will have strong expertise in financial reporting and reconciliation processes, backed by at least three years of experience in accounting.</p><p><br></p><p>Responsibilities:</p><p>• Month-end financial statement preparation for assigned companies</p><p>• Monthly reconciliation of general ledger accounts for assigned companies</p><p>• Annual accounting accruals and reconciliation for purposes of tax return preparation for assigned companies</p><p>• Assist Director of Finance and accounting team with financial reporting preparation </p><p>• Ability to produce a laid in cost for ownership to determine price point of sale</p><p>• Monthly Inter-company accounting including reconciliation of inter-company clearing</p><p>• accounts</p><p>• Ability to reconcile and work on Fixed Assets to calculate depreciation and asset lives</p><p>• Ability to work on Construction in Progress and track budgets and cost to completion</p><p>• Assist with Daily Cash Management</p><p>• Produce reports to management on activities of assigned companies</p><p>• Special projects and analyses as required</p><p>• Function as a resource person for accountants with less experience</p><p>• Work with independent auditors, customers, and vendors as a representative of Bronco Wine</p><p>• Prepare reports regarding crush related items – hauling, grower payments and OH</p><p>• Assist in preparing for annual audit, including PBC list, and on-site requests</p><p>• Any other duties as assigned by Manager</p>
<p>Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</p>
<p>We are looking for a dedicated Loan Administrator/Banker to join our team in San Jose, California. </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in the preparation, processing, and closing of consumer, mortgage, and small business loans.</li><li>Review loan documentation for accuracy and compliance with regulatory requirements and internal policies.</li><li>Monitor loan files to ensure timely follow-ups, renewals, and disbursements.</li><li>Maintain and update loan records in the core banking system.</li><li>Coordinate with underwriters, loan officers, and legal teams during the approval and funding processes.</li><li>Handle post-closing tasks, including file audits, document imaging, and collateral tracking.</li><li>Respond to internal and external inquiries regarding loan status and documentation.</li><li>Serve as the first point of contact for clients regarding banking products and services.</li><li>Open new accounts, including checking, savings, CDs, IRAs, and more.</li><li>Conduct needs-based assessments to offer tailored financial solutions.</li><li>Promote and cross-sell bank products, including loans, credit cards, and investment services.</li><li>Educate customers on digital banking tools and self-service options.</li><li>Ensure compliance with KYC/AML and all applicable banking regulations.</li><li>Handle customer transactions with accuracy, confidentiality, and professionalism.</li></ul><p><br></p>
<p><strong>Join Our Team as an Accounts Receivable Administrator!</strong></p><p><strong>We are looking for a highly organized and detail-focused Accounts Receivable (AR) Administrator</strong> for a contract to hire opportunity based in Oakland, California. In this role, you will oversee the management of customer accounts, ensure timely and accurate invoicing, and support operational efficiency. If you thrive in structured environments and enjoy working with numbers, this opportunity may be the perfect next step in your career!</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As an integral part of our finance team, the <strong>Accounts Receivable Administrator</strong> ensures cash flow accuracy by processing invoices, managing collections, and reconciling accounts. Your dedication will support both internal teams and external customers, creating a seamless and streamlined accounts receivable function.</p><p><br></p><p>Please note this position is located onsite and only candidates who meet the experience requirements and who can commute to the location will be considered.</p><p><br></p><p><strong>Work Schedule & Location</strong></p><p>This is a <strong>full-time, fully onsite position,</strong> <strong>Monday through Friday, 8:00 AM to 5:00 PM. Potential for a hybrid work schedule after 30 days.</strong></p><p><br></p><p><strong>Your Key Responsibilities Include:</strong></p><ul><li>Prepare and distribute accurate and timely <strong>customer invoices</strong>.</li><li>Record and apply customer payments, including <strong>checks, ACH transfers, and credit card transactions</strong>, to ensure accurate account balances.</li><li>Monitor and manage <strong>accounts receivable aging reports</strong>, prioritizing collections efforts to meet company benchmarks.</li><li>Follow up with customers regarding <strong>past-due accounts</strong>, resolving discrepancies professionally and promptly.</li><li>Reconcile customer accounts by verifying, recording, and investigating unapplied payments or account discrepancies.</li><li>Answer customer inquiries related to their invoices, statements, and account status, demonstrating a high level of customer service.</li><li>Assist in the preparation of <strong>monthly AR reports</strong> to support financial reviews, forecasting, and reporting processes.</li><li>Work closely with the sales and customer service teams to resolve billing discrepancies and ensure accuracy in orders and invoicing.</li><li>Maintain proper records and filing of AR documentation in accordance with company and compliance standards.</li><li>Support month-end closing processes, including reconciling AR sub-ledgers to the general ledger.</li><li>Contribute to the development of efficient AR processes and policies to improve workflows and prevent errors.</li></ul><p><br></p><p><br></p>
<p><strong>Join a Global Leader in Private Equity</strong></p><p>We are a fast-growing global private equity firm specializing in alternative investments across Asia and other high-growth markets. With billions in assets under management, we provide institutional investors access to a diverse range of strategies—including buyouts, growth equity, venture capital, and special situations.</p><p>Our culture is collaborative, inclusive, and performance-driven. We’re committed to integrity, innovation, and the professional development of our team.</p><p><br></p><p><strong>Your Next Opportunity: Fund Accountant – San Francisco</strong></p><p>We’re seeking a highly motivated and detail-oriented <strong>Fund Accountant</strong> to join our San Francisco office. This is a high-impact role with immediate visibility across fund operations, financial reporting, and investor relations. You’ll work closely with a tight-knit accounting team in a fast-paced, entrepreneurial environment where your contributions will be valued and your growth supported.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><ul><li>Manage general ledgers for funds and general partners, including investment activity, expenses, and accruals</li><li>Prepare quarterly and annual financial statements with precision and timeliness</li><li>Support year-end audits and coordinate tax-related processes</li><li>Oversee fund cash flows, capital calls, and distributions</li><li>Partner with Investor Relations to respond to LP inquiries and reporting needs</li><li>Contribute to ad hoc financial analysis and special projects</li></ul><p><strong>What Sets Us Apart</strong></p><p><strong>Career Development</strong></p><p>Clear growth path, mentorship, and ongoing learning opportunities to help you advance your career.</p><p><strong>Compensation & Ownership</strong></p><p> Competitive base salary, performance bonuses, profit sharing, and a unique equity participation program.</p><p><strong>Comprehensive Benefits</strong></p><p> 100% employer-paid health coverage for employees and dependents.</p><p><strong>Work-Life Balance</strong></p><p> Hybrid work model, modern office space, and a family-first culture that values flexibility.</p><p><strong>Team Culture</strong></p><p> Collaborative, respectful, and driven by shared success and long-term relationships.</p><p><br></p><p><strong>Ready to take the next step in your career?</strong></p><p> Apply now by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect and share more about this exciting opportunity.</p>
