<p>Our organization is looking for an accomplished Property Manager to oversee operations for senior affordable housing communities. The successful candidate will have in-depth knowledge of HUD and Tax Credit requirements and demonstrate a solid history managing affordable housing portfolios.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Manage day-to-day activities by overseeing leasing processes, resident interactions, maintenance requests, and vendor relations.</li><li>Guarantee consistent adherence to HUD, LIHTC (Low-Income Housing Tax Credit), and other relevant affordable housing guidelines.</li><li>Complete all annual resident recertifications and manage eligibility documentation accurately and efficiently.</li><li>Develop and monitor property budgets, handle financial reporting, and review and approve property invoices.</li><li>Address resident questions and resolve concerns with professionalism, aiming to create a secure and supportive living environment.</li><li>Update and maintain comprehensive property files while ensuring prompt submission of mandatory reports.</li><li>Oversee onsite team members as needed, including onboarding, training, and ongoing performance assessments.</li><li>Coordinate all aspects of unit transitions, including move-ins, move-outs, unit inspections, and apartment turnovers.</li><li>Cultivate partnerships with local organizations and encourage resident participation to foster a vibrant community.</li></ul>
<p><strong>Interested?</strong></p><p>If this opportunity feels like a strong fit, apply today and send your resume directly via LinkedIn to <strong>JC del Rosario</strong> — I’d be excited to connect and share more.</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an <strong>Investor Services Specialist</strong> to join a highly respected private equity firm. This role is ideal for someone who thrives in a fast‑moving environment, enjoys juggling multiple priorities, and excels at solving problems in real time. You’ll play a key role across investor operations, communications, data management, and technology initiatives—helping streamline processes and enhance the investor experience.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly and annual reports, capital account statements, and fund financials</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Monitor shared inboxes and coordinate investor communications</li><li>Support onboarding for new funds and investors</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor records across CRM and fund accounting systems</li><li>Support system enhancements and implementations (Investorflow, Allvue, Sensr)</li></ul><p><strong>Cross‑Functional Collaboration</strong></p><ul><li>Partner with Investor Relations, Finance, and external consultants on strategic and ad hoc initiatives</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax forms with third‑party providers</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Identify opportunities to enhance reporting templates, workflows, and the investor portal experience</li></ul><p><br></p><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual bonus</li><li>100% employer‑paid medical, dental, and vision coverage</li><li>Generous retirement contributions and additional firm‑wide perks</li><li>Collaborative, hands‑on manager who values clarity, structure, and organization</li><li>Complimentary meals and a supportive, team‑oriented culture</li></ul>
<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 and share more about this opportunity!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a motivated, detail‑oriented professional to join our team in a role that supports key operational and strategic functions. You’ll collaborate closely with cross‑functional partners, contribute to important initiatives, and take ownership of meaningful work. This position is well‑suited for someone who thrives in a dynamic environment and enjoys driving results with precision and professionalism.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and execute core responsibilities with accuracy, timeliness, and adherence to internal processes</li><li>Collaborate with internal and external partners to support ongoing projects and operational workflows</li><li>Communicate clearly and professionally with team members, stakeholders, and clients</li><li>Analyze information, identify areas for improvement, and contribute to informed decision‑making</li><li>Support departmental goals through ad hoc tasks, special projects, and evolving priorities</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with responsibilities and market benchmarks</li><li>Access to professional development resources and growth opportunities</li><li>A supportive, team‑oriented environment with room to make a meaningful impact</li></ul>
<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><br></p><p><strong>Role Overview</strong></p><p>We are seeking a <strong>Senior Tax Preparer</strong> to support high‑net‑worth clients with a wide range of tax needs and advanced planning strategies. This role centers on tax preparation during busy season, with ongoing involvement in tax planning, client support, and business development throughout the year. The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or <strong>tax‑focused CPA</strong> who brings strong technical expertise, sound judgment, and the confidence to work independently in a client-facing 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 collect documentation and ensure a seamless tax preparation process.</li><li>Prepare detailed tax analyses and projections, including estimated tax calculations.</li><li>Clearly explain tax issues to clients while ensuring full compliance with filing requirements.</li><li>Stay current on tax law changes and recommend strategies that optimize both short‑ and long‑term outcomes.</li><li>Provide internal guidance to wealth advisors on tax‑related questions and planning considerations.</li><li>Knowledge of <strong>estate and gift tax planning</strong> is highly desirable.</li><li><strong>California return experience required;</strong> multi‑state exposure preferred.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health Savings Account (HSA) option</li><li>Monthly wellness allowance (<strong>$75</strong>)</li><li><strong>401(k) with employer match</strong></li><li>Commuter benefits</li><li><strong>Paid parental leave:</strong> up to 12 weeks at 100% salary</li><li>Tuition reimbursement + annual learning stipend</li><li>Volunteer PTO and donation‑matching program</li><li>Birthday PTO and monthly cell phone allowance</li></ul>
<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>About the Role</strong></p><p>We’re seeking an <strong>Investor Services Specialist</strong> to join a leading private equity firm. This role is ideal for someone who thrives in a dynamic environment, can juggle competing priorities, and adapts quickly to change. You’ll play a key part in supporting investor operations, communications, and data management while collaborating on technology initiatives and process improvements.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li><strong>Investor Reporting:</strong> Prepare and distribute quarterly/annual reports, capital account statements, and fund financials.</li><li><strong>Operations & Communication:</strong> Monitor inboxes, coordinate investor communications, and assist with onboarding new funds and investors.</li><li><strong>Data & Systems:</strong> Maintain investor information in CRM and fund accounting systems; support system implementations (Investorflow, Allvue, Sensr).</li><li><strong>Collaboration:</strong> Work closely with Investor Relations, Finance, and external consultants on ad hoc projects.</li><li><strong>Compliance:</strong> Coordinate AML/KYC documentation and tax forms with external service providers.</li><li><strong>Continuous Improvement:</strong> Identify best practices and recommend enhancements to reporting templates and investor portals.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual bonus.</li><li>100% company-paid medical, dental, and vision coverage.</li><li>Generous retirement contributions and other benefits.</li><li>Collaborative, hands-on manager who values structure and organization.</li><li>Free meals and a supportive, team-oriented culture</li></ul>
We are looking for an Associate Attorney to join our dynamic Insurance Coverage team in San Francisco, California. This position offers the opportunity to work on complex insurance coverage matters, including litigation and alternative dispute resolution, while collaborating in a supportive and fast-paced environment. The role is ideal for someone passionate about delivering exceptional legal services and eager to grow.<br><br>Responsibilities:<br>• Provide legal counsel to insurers on coverage issues, litigation strategies, and alternative dispute resolution processes.<br>• Prepare and review legal documents, including pleadings, motions, and briefs, to support case development and resolution.<br>• Represent clients in court proceedings, mediations, and arbitrations to advocate for favorable outcomes.<br>• Conduct thorough legal research and analysis to ensure compliance with regulations and precedents.<br>• Collaborate with team members to develop case strategies and share insights for effective resolution.<br>• Manage multiple cases efficiently while maintaining attention to detail and meeting deadlines.<br>• Build and maintain strong client relationships to understand their needs and deliver tailored solutions.<br>• Stay informed about changes in insurance laws and policies to provide up-to-date counsel.<br>• Participate in remote or hybrid work settings, leveraging technology to maintain productivity.<br>• Ensure adherence to ethical standards in all legal practices.
<p>A leading global immigration law firm is seeking a Business Immigration Attorney to support its Writing Team on a remote, contract basis. This role is focused on high-volume writing projects for a large technology client and requires deep, hands-on experience with extraordinary ability and national interest waiver petitions. The ideal candidate can contribute immediately with minimal oversight in a fast-paced, writing-intensive environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft and file O-1, EB-1, and EB-2 NIW petitions in a high-volume setting</li><li>Prepare and respond to RFEs and NOIDs with thorough legal analysis and supporting evidence</li><li>Review and refine petition narratives, exhibits, and supporting documentation</li><li>Conduct legal research and advise on complex case strategy</li><li>Collaborate with writing teams, case managers, and attorneys to ensure accuracy and efficiency</li></ul><p><br></p><p><br></p>
<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>Build and maintain deep product and business knowledge in assigned areas</li><li>Gather, analyze, and synthesize data from multiple sources to recommend solutions that meet business goals</li><li>Serve as the voice of the customer to ensure products align with user needs throughout the lifecycle</li><li>Lead requirements gathering, definition, and documentation with business stakeholders</li><li>Collaborate with technical teams and vendors to align technical components (integrations, extensions, etc.) within the overall solution</li><li>Design, configure, and enhance enterprise applications</li><li>Oversee test planning, preparation, and execution</li><li>Support deployment, data migration, and implementation activities</li><li>Provide ongoing system administration and user support for enterprise systems</li><li>Act as a subject matter expert and liaison across IT, leadership, training, and vendor teams</li><li>Foster teamwork, collaboration, and a shared focus on driving product success</li></ul>
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.
<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>
<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>
<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>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Hedge Fund | Fund Accountant | Bay Area | Remote flexibility | Base + Bonus</strong></p><p> </p><p>Join a fast-growing Investment firm using AI and machine learning to tackle complex investment challenges. This is a dynamic, collaborative environment with a diverse team of finance and tech professionals, where you’ll work on meaningful projects and grow your career.</p><p> </p><p>The role offers a competitive salary, excellent health benefits, generous PTO, catered lunches, tech talks, fast-track growth potential, and<strong> fully remote options</strong>. You’ll have access to the latest tools and a supportive, team-oriented culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting, including monthly/annual financial statements, tax compliance, and treasury for multiple asset classes</li><li>Reconcile daily/monthly records with banks, counterparties, and fund administrators</li><li>Maintain accounting systems and produce daily/monthly P& L and AUM reports</li><li>Ensure settlement activities and internal controls are accurate</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>
<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>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting is partnering with a rapidly scaling investment management firm</strong> to identify a <strong>Tax Manager</strong> to join their team in a <strong>fully remote</strong> capacity.</p><p>This firm operates in a highly academic, collaborative environment and has experienced exceptional growth in assets under management over a short period of time. The team works closely with senior leadership, engineering, and fund operations to support complex tax needs and new fund launches.</p><p><br></p><p><strong>Position Details</strong></p><ul><li><strong>Title:</strong> Tax Manager</li><li><strong>Location:</strong> Fully Remote (U.S.)</li><li><strong>Experience Level:</strong> 5+ years</li><li><strong>Schedule:</strong> Full-time</li></ul><p><br></p><p><strong>Role Overview</strong></p><ul><li>Oversee U.S. tax compliance for assigned funds and related entities, from initial data gathering through final filings</li><li>Review federal and state tax filings and investor reporting for accuracy and completeness</li><li>Serve as a point of contact for investor tax-related questions</li><li>Coordinate with external advisors, banks, legal teams, and internal stakeholders</li><li>Handle time-sensitive tax requests and special projects with precision</li><li>Apply expertise in hedge fund tax considerations, including foreign investor structures and tax exposure analysis</li><li>Partner with fund accounting and operations teams on ongoing processes</li><li>Perform monthly income tax assessments and review pass-through entity tax calculations</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>Fully remote role with strong work-life balance</li><li>Collegial, collaborative culture with excellent team tenure</li><li>Leadership team with deep academic and technical backgrounds (PhD-led organization)</li><li>Exposure to senior leadership and decision-makers</li><li>Opportunity to support new fund launches and process automation initiatives</li><li>Extremely fast-growing organization with significant AUM expansion</li><li>Competitive benefits package, including:</li><li>20 days PTO + 9 sick days</li><li>401(k) with company match</li><li>Premium health benefits comparable to top-tier tech firms</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Accounts Receivable Specialist to join our client in Danville, California. This contract position requires a detail-oriented individual with strong analytical skills to manage billing, collections, and reconciliation processes effectively. The ideal candidate will be comfortable working in a fast-paced environment, handling multiple revenue streams, and adapting to dynamic situations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage accounts receivable processes, including billing, collections, and cash applications.</p><p>• Analyze and reconcile petty cash and prepare deposits with accuracy.</p><p>• Monitor overdue accounts, implement appropriate follow-up actions, and issue notices using established templates.</p><p>• Handle member billing and ensure timely invoicing based on pre-set schedules.</p><p>• Review and manage delinquency reports for a large member base, ensuring compliance with specific procedures.</p><p>• Collaborate with directors to compile Excel schedules and process related billings.</p><p>• Utilize software systems to accurately record transactions and maintain accounts.</p><p>• Investigate and resolve discrepancies in accounts by asking detailed questions and conducting analysis.</p><p>• Maintain organized records of all financial activities and reports.</p><p>• Adapt to changing priorities and processes while identifying opportunities for improvement.</p>
<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>
<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>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller| Venture Capital | SF | Hybrid </strong></p><p><br></p><p> Our client is a venture capital firm investing in enterprise software, fintech, and emerging tech. With a lean, collaborative culture, the team focuses on strategic thinking, adaptability, and long-term value creation.</p><p> </p><p>Join a fast-growing team where your work has visible impact. Competitive pay, bonus, and equity, plus close collaboration with senior leadership, make this a high-ownership role in shaping the finance function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administration: closes, audits, tax, and valuations</li><li>Manage financial operations: budgeting, forecasting, reporting, and treasury</li><li>Maintain systems for deal tracking, portfolio monitoring, and fund analytics</li><li>Prepare LP communications, management reports, and audit/tax materials</li><li>Coordinate with external partners and internal teams to ensure accuracy and compliance</li><li>Support fundraising and due diligence activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Senior Client Service Associate – Multi-Gen Family Office</strong></p><p><strong>San Francisco | Hybrid | $100–130K + Bonus</strong></p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p> </p>
<p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<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>
<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>
<p>Our team is seeking a Contract Administrator to support our contract management processes through organization, compliance tracking, and data maintenance. In this role, you’ll be instrumental in ensuring contract lifecycles run smoothly by maintaining records and managing Contract Lifecycle Management (CLM) system data. The Contract Administrator role is located on-site in San Jose, CA and is a full-time schedule. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Organize and maintain contract documentation and files</li><li>Input, update, and verify all contract data in CLM systems</li><li>Ensure contract records are accurate and up to date</li><li>Track and monitor contract milestones, renewals, and expirations</li><li>Generate regular reports on contract status and compliance</li><li>Support audit requests and internal reviews with complete documentation</li><li>Collaborate with legal, procurement, and business teams for contract-related information and process improvements</li></ul><p><br></p>
