<p>We are looking for an experienced and dependable Receptionist to support daily front-desk operations for a contract-to-hire position based in San Francisco, California. This role is ideal for someone who thrives in a detail-oriented office setting, values accuracy, and enjoys creating a welcoming experience for visitors and callers. The successful candidate will balance administrative support, communication, and confidentiality while working closely with internal teams and client contacts.</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors and provide a detail-oriented first point of contact for guests, employees, and external partners.</p><p>• Manage incoming calls through a multi-line phone or switchboard system, directing inquiries promptly to the appropriate contacts.</p><p>• Safeguard sensitive records and confidential information while following established handling procedures.</p><p>• Coordinate with managers and client stakeholders to address scheduling needs, service concerns, and deadline-related matters.</p><p>• Support general office operations by assisting with administrative tasks and front-desk coverage throughout the day.</p><p>• Contribute to team-based workflows and step in on special assignments or additional projects as business needs evolve.</p><p>• Maintain organized reception and common areas to ensure an efficient workplace environment.</p>
<p><strong>Position Overview</strong></p><p>We are seeking a customer-focused Conference Coordinator to support executive meeting and event operations within a premier corporate conference center environment. This role serves as the primary point of contact for conference and meeting space reservations, event coordination, and executive support services. The ideal candidate will have a hospitality mindset, strong communication skills, and the ability to anticipate needs while delivering an exceptional customer experience.</p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver outstanding customer service.</li><li>Serve as the first point of contact for conference center guests, executives, employees, and visitors.</li><li>Manage meeting room reservations and maintain accurate schedules through the reservation system.</li><li>Coordinate meeting and event logistics, including room setups, catering, audiovisual support, and guest accommodations.</li><li>Ensure meeting spaces are fully prepared and configured at least 30 minutes before event start times.</li><li>Greet guests, provide tours, and offer directional assistance as needed.</li><li>Monitor and respond to reservation requests and shared mailbox inquiries in a timely manner.</li><li>Build strong working relationships with executives, administrative assistants, facilities teams, security personnel, and other internal partners.</li><li>Troubleshoot minor meeting and technology issues and escalate concerns when appropriate.</li><li>Maintain conference center appearance, cleanliness, and functionality, including submitting maintenance requests as needed.</li><li>Assist with beverage service setup, replenishment, and cleanup.</li><li>Support special projects and additional duties as assigned.</li></ul>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p><strong>Consumer Packaged Goods (CPG)</strong></p><p>We are seeking a detail-oriented and highly organized Accounts Receivable Specialist to join our team in the CPG industry. This role requires a candidate with strong attention to detail, analytical skills, and the ability to manage customer deductions, short payments, chargebacks, and account reconciliations in a fast-paced environment. The ideal candidate will work closely with customers, sales, customer service, and internal finance teams to ensure timely cash application, accurate collections activity, and resolution of complex discrepancies.</p><p>Given the high transaction volume and deduction-heavy nature of receivables in the CPG space, we are looking for an individual who can manage intricate AR processes efficiently while maintaining a high degree of accuracy and professionalism.</p>
We are looking for a Sr. Compliance Analyst to support marketing and customer communication review activities for financial products in San Francisco, California. This Long-term Contract position will focus on evaluating promotional content, identifying regulatory risk, and advising cross-functional teams on compliant campaign execution. The ideal candidate brings strong knowledge of financial services compliance, sharp analytical skills, and the ability to translate regulatory expectations into practical business guidance.<br><br>Responsibilities:<br>• Evaluate marketing assets and customer-facing materials to confirm that disclosures, pricing details, fees, and promotional statements align with applicable regulatory standards.<br>• Work closely with partners across Marketing, Legal, Product, and Risk to address compliance considerations during campaign planning, content development, and launch preparation.<br>• Review outbound communications before release to ensure consent language, opt-out options, and advertising requirements are properly incorporated.<br>• Conduct targeted testing, quality checks, and recurring reviews of campaigns to uncover compliance concerns and recommend corrective measures.<br>• Examine potential compliance incidents, document conclusions, and coordinate with business teams to drive prompt and effective remediation.<br>• Maintain organized records of approvals, supporting documentation, and audit history for internal review and regulatory examination readiness.<br>• Track regulatory updates and industry guidance, then help refine policies, procedures, and training content to keep practices current.<br>• Contribute to compliance frameworks by supporting risk assessments, procedure development, and educational efforts that strengthen control awareness across marketing functions.<br>• Prepare summaries, metrics, and risk-related reporting for leadership to support decision-making and ongoing process enhancement.
<p>Out client is looking for a skilled Paralegal to support a busy trusts and estates practice in Burlingame, California, serving individuals and families. This position offers meaningful hands-on involvement in estate and trust matters, regular interaction with clients and advisors, and exposure to sophisticated asset and tax issues. The right candidate brings strong organizational ability, sound judgment, and a detail-oriented, service-oriented approach to sensitive matters.</p><p><br></p><p>Responsibilities:</p><p>• Guide clients, trustees, and family members through trust and estate administration matters with care.</p><p>• Coordinate communications with beneficiaries and outside professionals such as accountants, financial advisors, and other consultants to keep matters moving efficiently.</p><p>• Prepare and revise legal correspondence, transfer documents, deeds, and court filings related to probate and estate administration.</p><p>• Assemble and maintain detailed asset schedules, allocation summaries, and distribution records to support accurate administration.</p><p>• Assist with the preparation of federal estate and gift tax filings, including Forms 706 and 709, and organize supporting financial information.</p><p>• Examine bank records and related financial documents to identify assets, verify transactions, and support reporting requirements.</p><p>• Maintain orderly client files, oversee document execution logistics, and provide notarial support when needed.</p><p>• Contribute to the day-to-day management of probate proceedings and post-death trust administration from opening through final distribution.</p>
<p>We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p><br></p><p><strong>Step Into a Lead Planner Role — Real Client Exposure, Real Growth</strong></p><p>Jennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, <strong>this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path.</strong></p><p> </p><p>If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation.</p><p> </p><p><strong>What You’ll Own</strong></p><ul><li>Partner directly with senior advisors in client meetings and relationship management</li><li>Translate client goals and financial data into comprehensive planning strategies</li><li>Build and refine financial plans, investment frameworks, and client deliverables</li><li>Collaborate across investments, planning, and client service teams to execute strategies</li><li>Support implementation—working alongside CPAs, attorneys, and other external partners</li><li>Prepare polished presentations and communications for clients and prospects</li><li>Help enhance internal systems, workflows, and planning tools</li></ul><p><br></p>
<p><br></p><p><br></p><ul><li>Manage executive calendars, meetings, and travel arrangements.</li><li>Prepare correspondence, reports, presentations, and meeting materials.</li><li>Coordinate internal and external communications.</li><li>Organize meetings, take minutes, and follow up on action items.</li><li>Maintain confidential records and documents.</li><li>Assist with special projects and administrative tasks as assigned.</li></ul>
We are looking for an experienced Sr. Fund Accountant to join a Financial Services firm in Palo Alto, California on a Long-term Contract basis. This role will support core fund accounting activities across the close process, investment reporting, and financial analysis while partnering closely with the broader finance function. The ideal candidate brings strong technical accounting knowledge, excellent attention to detail, and the ability to manage multiple priorities in a fast-moving environment.<br><br>Responsibilities:<br>• Lead month-end accounting activities, including preparing journal entries, maintaining the general ledger, and ensuring timely completion of close tasks.<br>• Support investment operations by tracking initial and follow-on investments and maintaining accurate related accounting records.<br>• Update capitalization schedules and assist with valuation support for portfolio companies using organized and well-documented analyses.<br>• Review quarterly fund financial statements prepared by external service providers and follow up on questions, corrections, and supporting details as needed.<br>• Consolidate financial information for subsidiaries and prepare supplemental schedules to support internal and external reporting needs.<br>• Monitor fund cash activity and help prepare recommendations related to capital calls, distributions, and overall liquidity planning.<br>• Develop quarterly portfolio review materials, including financial packages, trend reporting, and presentation content for stakeholders.<br>• Prepare financial statements and supporting reports for employee-related funds while also assisting with audit requests, tax support, and ad hoc research projects.
<p>We are looking for an organized and proactive Office Manager to support daily operations in a construction-focused environment. This contract opportunity with permanent potential will play a central role in keeping the office running smoothly while providing high-level coordination for leadership, meetings, events, and administrative workflows. The ideal candidate is detail-oriented, adaptable, and comfortable balancing office administration, vendor coordination, scheduling, and financial support in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><ul><li>Provide administrative support to the Executive Assistant, Bay Area Group Leaders, and Division VP of Field Operations.</li><li>Support daily Millbrae office operations, including deliveries, kitchen supplies, vendors, reception, phones, copiers, and employee requests.</li><li>Coordinate logistics for meetings, trainings, ERG events, celebrations, and other office gatherings.</li><li>Assist with vendor coordination, invoices, expenses, credit card reconciliation, and general office accounting.</li><li>Support regional events, career fairs, recruiting activities, new-hire onboarding, and intern first-day logistics.</li><li>Coordinate calendars and schedules for the Division VP and 7–10 Field VPs/Directors.</li><li>Arrange executive meetings, leadership visits, travel, hotels, airfare, and meeting logistics.</li><li>Assist with company-wide process improvement initiatives and operational projects.</li><li>Partner with Business Development and Marketing on presentations and leadership materials.</li><li>Prepare, pull, organize, and analyze reports and data.</li><li>Support leadership meetings by preparing agendas, distributing materials, tracking attendance, documenting meeting minutes, and following up on action items.</li></ul><p><br></p><p><br></p>
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
<p>We are looking for a Director of Procurement to lead purchasing activities and strengthen sourcing practices for our Oakland, California operations. This role focuses on managing end-to-end procurement activities, improving buying efficiency, and supporting sound commercial decisions across the organization. The ideal candidate brings strong experience in supplier engagement, contract discussions, and purchase order oversight while maintaining high standards of compliance and cost control.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead purchasing activities by researching suppliers, managing bids, comparing options, and negotiating pricing and contracts.</li><li>Oversee purchasing operations, including purchase requests, purchase orders, budget tracking, spending reports, inventory oversight, and process improvements.</li><li>Work with leadership and departments to support purchasing needs, provide training and guidance, assist with IT purchases, and improve procurement processes.</li><li>Develop and enforce purchasing policies, standardize procedures, manage vendor contracts, and identify cost-saving opportunities.</li><li>Manage vendor agreements, track renewals and compliance, maintain accurate records, coordinate contract reviews, and resolve vendor issues when needed.</li></ul>
<p><br></p><ul><li>Manage daily office operations and administrative functions.</li><li>Maintain office supplies and coordinate with vendors for office needs.</li><li>Schedule meetings, manage calendars, and coordinate travel arrangements as needed.</li><li>Support onboarding of new employees and maintain employee records.</li><li>Assist with basic bookkeeping, invoice processing, and expense tracking.</li><li>Coordinate office maintenance and ensure a safe, organized work environment.</li><li>Answer phone calls, respond to emails, and manage incoming and outgoing mail.</li><li>Develop and maintain office policies and procedures.</li><li>Support leadership with administrative projects and reporting.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>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.</p><p><strong> </strong></p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced finance leader to provide steady oversight during a critical period of growth for a school-focused food service and manufacturing business in Hayward, California. This Long-term Contract position will guide accounting and finance operations, maintain reliable reporting, and support leadership with clear visibility into financial performance and cash flow. The role is ideal for someone who can step in quickly, manage day-to-day execution, and help a scaling organization maintain strong financial discipline.</p><p><br></p><p>Responsibilities:</p><p>• Lead the monthly close and deliver accurate financial statements in accordance with applicable reporting standards and internal expectations.</p><p>• Direct the day-to-day work of the finance and accounting team, including accounts receivable, accounts payable, general ledger activity, and payroll oversight.</p><p>• Monitor billing, collections, and vendor disbursements to help ensure healthy working capital as transaction volume increases.</p><p>• Prepare cash flow projections and provide finance leadership with timely insight into liquidity, operating trends, and key business risks.</p><p>• Review financial results for covenant compliance and support reporting needs related to lenders, owners, and other stakeholders.</p><p>• Strengthen finance processes and controls to support continued expansion in a fast-moving operating environment.</p><p>• Oversee budgeting support and month-end activities to maintain consistency, accuracy, and accountability across the finance function.</p><p>• Help complete the ongoing MRP rollout with a focus on dependable inventory valuation, cost tracking, and financial reporting integrity.</p>
<p>Our public accounting firm client is looking for a tax reviewer to join their team as soon as August 19th, 2026. This role is hybrid (3 days/week onsite and 2 days/week remote). Our client uses CCH software (highly preferred that you are proficient but not a requirement). This role will go through the October 15th filing deadline, however there is a possibility that you can stay on longer, even on a path of contract to FTE. Please apply to the role asap, as the client would like to meet prospective tax reviewers immediately. Pay is up to $100/hr. W2. with a possibility of overtime at $150/hr.</p>
We are looking for a Litigation Paralegal to support a busy legal team in Walnut Creek, California. In this role, you will contribute across the full lifecycle of civil litigation, helping attorneys stay organized, prepared, and responsive as matters progress. The ideal candidate brings strong procedural knowledge, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.<br><br>Responsibilities:<br>• Support attorneys throughout active litigation matters by tracking progress, organizing case materials, and helping move each matter forward efficiently.<br>• Manage discovery workflows by gathering records, reviewing materials, and preparing documents for production in accordance with legal and procedural requirements.<br>• Keep physical and electronic case files well organized, maintain exhibit collections, and oversee litigation documents within case management systems and databases.<br>• Perform legal and factual research using digital research platforms, court resources, and public records to assist with case development.<br>• Draft, finalize, and submit pleadings, motions, and related filings in state and federal courts, including electronic court submissions.<br>• Track filing dates, hearing schedules, and other key deadlines while maintaining attorney calendars to support timely case activity.<br>• Arrange and coordinate depositions, mediations, arbitrations, and court appearances, including scheduling and logistics management.<br>• Serve as a reliable point of contact for clients, opposing counsel, court staff, expert witnesses, and external service providers.<br>• Assist with trial readiness by preparing witness materials, organizing binders, compiling exhibit and trial lists, and supporting courtroom logistics.
We are looking for a Patient Admin Specialist (PAS) to support front-office operations for an outpatient clinic in California. This contract position plays a key role in creating a smooth patient experience by coordinating registration, appointment flow, and administrative support throughout the day. The ideal candidate is organized, service-focused, and comfortable handling multiple priorities while communicating effectively with patients, providers, and internal teams.<br><br>Responsibilities:<br>• Welcome patients at the front desk, guide them through check-in and check-out, and address routine questions about appointments, billing, and clinic processes.<br>• Coordinate new patient intake and assist with surgery and follow-up scheduling to help maintain an efficient daily calendar.<br>• Work closely with providers and clinic staff to align appointment timing, accommodate urgent needs, and support changes to the schedule.<br>• Respond to non-clinical inquiries received through phone systems, messaging platforms, and CRM tools, escalating issues when additional support is needed.<br>• Support patient administrative communication by using approved reference materials, forms, and workflow tools.<br>• Maintain accurate clinic records by updating databases, handling internal documentation, and organizing files in accordance with office procedures.<br>• Process incoming and outgoing administrative materials, including faxes, mail, and clinic-specific paperwork, to keep information moving efficiently.<br>• Deliver attentive customer service that meets departmental expectations while balancing multiple tasks in a fast-paced outpatient setting.
<p>Robert Half Management Resources is looking for an experienced payroll manager to oversee large-scale payroll operations for one of our clients on an interim basis. This is a high-visibility, hands-on leadership role designed for an operational expert who thrives in high-volume, complex environments and excels at day-to-day execution and process improvement.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Manage and mentor a team of payroll specialists, fostering a culture of accuracy, accountability, and continuous professional development.</p><p>• Oversee the end-to-end processing and execution of US payroll for a massive population (100K+ employees), ensuring flawless execution, compliance, and timeliness across pay cycles.</p><p>• Drive the daily leverage and optimization of Workday Payroll, ensuring system capabilities are fully utilized to streamline workflows, auditing, and reporting.</p><p>• Ensure strict adherence to federal, state, and local payroll tax regulations, healthcare-specific labor requirements, and internal audit controls.</p><p>• Serve as the primary operational contact for key partners across HR, Finance, and Enterprise Systems to ensure alignment and resolve operational inquiries promptly.</p><p>• Identify operational bottlenecks, streamline day-to-day workflows, and implement scalable best practices to modernize and stabilize payroll delivery.</p>
We are looking for an experienced TPRM Sr. Compliance Analyst to support third-party risk and compliance activities for a real estate and property organization in Santa Clara, California. This Long-term Contract position will focus on overseeing vendor due diligence, coordinating risk reviews, and helping business partners move onboarding and remediation efforts forward efficiently. The ideal candidate brings strong knowledge of compliance practices, third-party oversight, and cross-functional communication, along with the ability to manage detailed tracking and documentation in a fast-paced environment.<br><br>Responsibilities:<br>• Lead third-party risk management activities from intake through onboarding, ensuring each review is properly documented and progressed through the required stages.<br>• Evaluate submitted request materials, confirm completeness of internal documentation, and route vendors through appropriate due diligence and risk review steps.<br>• Prepare and distribute tailored due diligence questionnaires, then follow up with vendors and internal teams to gather accurate and timely responses.<br>• Coordinate initial screening efforts and support risk assessments related to compliance, information security, data privacy, and vendor oversight considerations.<br>• Provide stakeholders with clear status updates on open reviews, expected timelines, identified issues, and actions needed to keep assessments moving forward.<br>• Track remediation items and risk treatment plans, partnering with business owners and other stakeholders to support timely resolution of control gaps or compliance concerns.<br>• Maintain organized vendor records and supporting files, ensuring documentation is current, accessible, and aligned with program requirements.<br>• Use Excel and related tools to monitor progress, analyze assessment data, and produce reports that support decision-making and program visibility.
<p>Our biotech client just got hit with a resignation. They need an interim procurement director to step in as soon as 8/24/26. This is a 2 day/week onsite role, 3 days remote. It will start out as a 6-month, hourly W2 role via Robert Half Management Resources, however the hope is that you convert to an FTE. Advanced proficiency with Coupa is a mandatory requirement. Prior experience within the biotechnology industry is not required. So if you have want to gain experience in biotech, this could be your opportunity. Please apply to this role asap!</p><p><br></p>
We are looking for a dependable General Office Clerk to support a contract records digitization project based on-site in Oakland, California. This contract assignment is expected to last 1-2 months, with the possibility of extension, and focuses on converting decades of customer, job, and warranty documents into an organized digital resource. The person in this role will help build accurate, searchable records by combining document scanning, data organization, and technology-assisted information capture while maintaining a high level of confidentiality.<br><br>Responsibilities:<br>• Sort, prepare, and scan historical customer, project, and warranty files to create complete digital records.<br>• Apply consistent document naming and filing standards so records remain easy to locate and manage.<br>• Use AI-enabled tools to capture important details from source documents and organize the information into structured formats.<br>• Check extracted data against original files and correct discrepancies to ensure reliability and accuracy.<br>• Input, update, and refine information within spreadsheets or databases to support a searchable record system.<br>• Flag missing details, duplicate entries, and irregularities in documentation, then communicate findings as the project progresses.<br>• Protect sensitive information and share routine status updates on workload, progress, and issues requiring attention.
<p>We are looking for an Accountant to support a registered real estate fund in San Francisco, California. This is a Long-term Contract opportunity focused on maintaining accurate financial reporting, overseeing core accounting activities, and providing interim leadership coverage during a critical period. The ideal candidate brings a strong background in real estate accounting and is comfortable working across fund-level and general ledger processes in a deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly close activities by reviewing entries, reconciliations, and supporting schedules to ensure timely and accurate reporting.</p><p>• Oversee general ledger accuracy and resolve accounting issues by analyzing balances, researching variances, and maintaining proper documentation.</p><p>• Review financial statements for completeness and compliance, ensuring reports align with applicable accounting standards and fund requirements.</p><p>• Manage account reconciliation work across key balance sheet and income statement areas, following up on discrepancies and driving resolution.</p><p>• Prepare and approve journal entries with clear support, strong internal controls, and appropriate accounting treatment.</p><p>• Support audit and financial statement review activities by coordinating requested documentation and responding to inquiries from internal and external stakeholders.</p><p>• Contribute accounting expertise related to real estate fund operations, including property-level activity and fund accounting considerations.</p><p>• Utilize Yardi where applicable to review transactions, support reporting, and strengthen accounting workflows.</p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Alamo, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. </p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>