<p>We are looking for a detail-oriented Medical Claims Adjuster to join a mission-driven organization serving employee benefit trust funds in Pleasanton, California. This contract opportunity with permanent potential is ideal for someone who thrives in a fast-paced claims environment and can balance accuracy, responsiveness, and sound judgment. In this role, you will support the administration of health and welfare benefits by reviewing medical claims, addressing inquiries, and helping ensure compliance with plan guidelines and industry standards.</p><p><br></p><p>Medical Claims Adjuster Responsibilities:</p><p>• Review and process medical claims with a high degree of accuracy while applying plan provisions, coding standards, and established benefit rules.</p><p>• Support the delivery of union-sponsored health and welfare benefit programs by handling claim activity in a timely and consistent manner.</p><p>• Provide clear guidance to members, dependents, providers, and vendors regarding benefits, claim outcomes, and administrative procedures.</p><p>• Investigate claim discrepancies and coordinate with internal departments and external partners to resolve issues efficiently.</p><p>• Compile claim-related data, prepare routine reports, and contribute to projects that improve administrative operations.</p><p>• Handle documentation requests and assist with responses to legal or compliance-related inquiries, including subpoenas when needed.</p><p>• Confirm and maintain eligibility information by working with network vendors and associated benefit partners.</p><p>• Monitor updates to medical coding, coverage policies, and regulatory requirements to support compliant claims adjudication.</p><p>• Maintain organized records and safeguard sensitive information in accordance with confidentiality standards.</p><p>• Perform other duties as needed to support the claims team and broader benefits administration function.</p><p><br></p><p>If you are interested in this Medical Claims Adjuster position, please apply today.</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> 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>Director of Finance| Private Equity | San Francisco | 4 days onsite</strong></p><p><br></p><p><strong>Robert Half Finance & Accounting</strong> is partnering with a private equity firm in <strong>San Francisco</strong> seeking an experienced <strong>Controller </strong>to lead the firm’s financial operations.</p><p>This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth.</p><p> </p><p>The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>financial operations</strong>, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain <strong>13-week rolling cash flow forecasts</strong> and annual cash flow projections</li><li>Lead the <strong>annual budgeting process</strong>, including ongoing updates and financial planning support</li><li>Manage and oversee the <strong>outsourced accounting team</strong>, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor <strong>key financial metrics</strong>, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with <strong>banks, auditors, tax advisors, insurance providers, and IT partners</strong></li><li>Support tax compliance activities, including <strong>federal and state income taxes and sales tax requirements</strong></li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
<p>We are looking for an experienced Infrastructure Project Manager to lead major technology upgrade efforts in San Francisco, California. This role will oversee enterprise telephony and audio/visual modernization programs, partnering with technical teams, vendors, and leadership to keep delivery on track and aligned with organizational goals. This is a long-term contract position for an individual who can bring structure, visibility, and strong stakeholder communication to complex infrastructure initiatives.</p><p><br></p><p>This is an on-site, long-term contract. </p><p><br></p><p>Responsibilities:</p><p>• Direct concurrent infrastructure modernization projects, ensuring scope, timelines, budgets, and milestones are actively managed from initiation through completion.</p><p>• Build and maintain detailed project plans, monitor dependencies and risks, and drive timely resolution of issues that could affect delivery.</p><p>• Prepare leadership-facing updates that clearly communicate progress, financial status, key decisions, and areas requiring attention.</p><p>• Coordinate with internal technology teams, business partners, and external service providers to keep implementation activities aligned across workstreams.</p><p>• Oversee vendor and contractor performance by tracking deliverables, reviewing schedules, and addressing gaps in execution.</p><p>• Facilitate meetings, status reviews, and decision-making sessions with stakeholders ranging from operational staff to executive leaders.</p><p>• Translate technical project details into practical business impacts and recommendations for non-technical audiences.</p><p>• Support onsite deployment coordination across multiple locations for telephony, AV, and related infrastructure activities.</p><p>• Maintain accurate project documentation, dashboards, reports, and presentation materials to support governance and accountabilityl</p>
<p>Join Robert Half's Full-Time Engagement Professionals (FTEP) practice as an Accounting Clerk. Build your experience by supporting diverse client projects across accounts payable, accounts receivable, billing, collections, and general accounting. We're seeking candidates with intermediate Excel skills, strong attention to detail, and a degree in accounting, finance, or a related field.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support AP, AR, billing, collections, and daily accounting operations.</li><li>Process invoices, post payments, and maintain vendor and customer accounts.</li><li>Generate invoices, review aging reports, and follow up on past-due balances.</li><li>Reconcile accounts, research discrepancies, and maintain accurate records.</li><li>Perform high-volume data entry with accuracy and efficiency.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries professionally.</li><li>Maintain documentation, support month-end close, and use Excel for reporting and analysis.</li><li>Adapt quickly to new client systems and processes while providing quality support.</li></ul>
<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>
<p>We are looking for an Accounts Payable Clerk to support a busy construction organization in San Ramon, California. This contract opportunity with potential for a permanent role is ideal for someone who thrives in a high-volume invoice environment and can maintain accuracy while handling recurring utility payments across multiple locations. The person in this role will contribute to timely payment processing, month-end support, and vendor record maintenance while working with tools such as Metaviewer and Oracle JD Edwards EnterpriseOne.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle a large weekly flow of accounts payable transactions, including utility invoices for numerous communities, while ensuring timely and precise processing.</p><p>• Review, code, and route invoices correctly using established cost centers and utility-related cost codes before submission for payment.</p><p>• Use Metaviewer to support invoice intake, validate populated fields, and confirm payment data is accurate prior to processing.</p><p>• Prepare check requests, organize payment documentation, and coordinate check distribution and mailing activities.</p><p>• Assemble the weekly payment register, verify supporting details, and route it for approval before final processing.</p><p>• Assist with light journal entry work during month-end close, including basic debit and credit activity tied to accounts payable.</p><p>• Maintain vendor records by setting up new suppliers, updating files, and organizing invoice documentation for audit readiness.</p><p>• Investigate past-due balances, resolve payment discrepancies, and communicate with internal partners or vendors to clear outstanding issues.</p><p>• Monitor utility account transfers or service cutoffs related to closed homes and ensure changes are processed without delay.</p><p>• Manage open payables, void activity, and related recordkeeping while meeting weekly deadlines and month-end timelines.</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>Investment Operations Analyst <strong>| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support daily investment operations activities, ensuring accurate and timely processing of portfolio transactions. </li><li>Partner with custodians, brokers, and service providers to help facilitate trade activity, settlements, and operational workflows. </li><li>Monitor cash activity, investment positions, and transaction activity while assisting with issue resolution and account maintenance. </li><li>Perform reconciliations and research discrepancies across cash, holdings, and investment records. </li><li>Assist with corporate action processing, trade reporting, and operational documentation. </li><li>Support reporting requirements for internal teams, clients, and regulatory needs. </li><li>Contribute to process improvements and special projects to enhance operational efficiency. </li></ul><p><br></p>
<p>We are looking for an experienced litigation attorney to join a busy Bay Area practice in Emeryville, California. The position offers the opportunity to work with an established client base, collaborate across a broad litigation practice, and contribute meaningful courtroom and case strategy experience.</p><p><br></p><p>Responsibilities:</p><p>• Manage a high-volume portfolio of litigation matters from initial assessment through resolution, with an emphasis on personal injury, product liability, and asbestos-related claims.</p><p>• Develop case strategies, evaluate exposure, and guide matters through all phases of litigation while maintaining high standards of legal analysis and advocacy.</p><p>• Prepare and revise pleadings, motions, briefs, and other litigation documents with careful attention to legal accuracy and persuasive writing.</p><p>• Lead discovery efforts by drafting written discovery, reviewing responses, coordinating document production, and preparing witnesses for depositions.</p><p>• Communicate directly with clients to provide status updates, discuss legal strategy, and deliver clear reporting on case developments and risk considerations.</p><p>• Represent clients in court appearances, depositions, mediations, settlement conferences, and other litigation proceedings as needed.</p><p>• Work closely with colleagues across related practice areas to support matters involving overlapping issues in insurance, landlord-tenant, and business disputes.</p><p>• Negotiate resolutions where appropriate while preparing cases thoroughly for trial when litigation demands a courtroom-ready approach.</p>
<p>Our team is hiring an Accounts Payable Specialist for our Full-Time Engagement Professionals practice. This role supports client projects and interim staffing needs while providing continuity and the option to re-engage talent for future needs. You will handle daily accounts payable/receivable tasks, maintain accurate financial records, and ensure vendors are paid on time. </p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process a high volume of vendor invoices accurately and in a timely manner.</li><li>Review invoices for proper approval, coding, and supporting documentation.</li><li>Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</li><li>Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</li><li>Maintain vendor records, including W-9s, payment instructions, and account updates.</li><li>Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</li><li>Support month-end close by preparing AP accruals, reconciliations, and related reports.</li><li>Assist with process improvement initiatives, audit support, and special accounting projects as needed.</li><li>Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</li></ul>
We are looking for an experienced Legal Secretary to join our team in Oakland, California. This role requires someone who excels in supporting litigation processes, managing schedules, and handling legal documentation with precision. The ideal candidate is detail-oriented, organized, and capable of working collaboratively in a hybrid work environment.<br><br>Responsibilities:<br>• Handle electronic filing (e-filing) with courts, ensuring accuracy and timely submission.<br>• Manage manual calendaring tasks, including tracking deadlines and scheduling court appearances.<br>• Conduct conflict checks to ensure compliance and avoid scheduling conflicts.<br>• Prepare and format legal documents, including tables of authorities (TOAs) and tables of contents (TOCs).<br>• Collaborate with attorneys to facilitate smooth litigation processes and provide administrative support.<br>• Maintain accurate records of legal proceedings and filings.<br>• Coordinate trial preparation tasks when required, supporting attorneys with necessary documentation and logistics.<br>• Communicate effectively with court personnel and other legal professionals to resolve filing issues.<br>• Assist with dictation tasks and transcription as needed.
<p>A San Francisco–based law firm is seeking an experienced and detail-oriented Litigation Support Specialist to support attorneys and litigation teams through all phases of the litigation lifecycle. This is a contract-to-hire opportunity for someone who excels in managing large volumes of data, supporting e‑discovery workflows, and ensuring litigation materials are accurately organized and accessible. The Litigation Support Specialist will work closely with attorneys, paralegals, and IT teams to support document review, discovery, and trial preparation efforts in a fast-paced legal environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support litigation teams with e‑discovery and document management throughout active cases</li><li>Assist with document collections, processing, and productions</li><li>Manage and maintain litigation databases and document review platforms (e.g., Relativity)</li><li>Coordinate document review workflows and ensure quality control during review projects</li><li>Prepare and organize discovery responses, exhibits, and trial materials</li><li>Support deposition and trial preparation, including exhibit management and logistics</li><li>Troubleshoot basic technical issues related to litigation databases and review tools</li><li>Collaborate with attorneys, paralegals, and vendors on discovery-related tasks</li><li>Ensure compliance with court rules, discovery deadlines, and confidentiality standards</li></ul>
<p>We are looking for a detail-oriented Medical Staff Coordinator to support medical staff operations in Fremont, California. This Contract position focuses on coordinating credentialing activities, organizing committee documentation, and helping maintain compliance with medical staff policies and regulatory standards. The ideal candidate brings strong administrative judgment, accuracy with records and databases, and the ability to work effectively with physicians, department leaders, and support teams.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Coordinate agendas, records, and documentation for medical staff meetings and committee activities, ensuring materials are prepared accurately and distributed on time.</p><p>• Support credentialing and recredentialing processes, including application review, privilege updates, proctoring documentation, leave status changes, resignations, and related reporting tasks.</p><p>• Manage the administrative details required to support medical staff officers, committees, and cross-functional stakeholders across the organization.</p><p>• Organize logistics for standing, special, and ad hoc committee meetings, including room scheduling and coordination with internal service teams for meeting setup and support.</p><p>• Maintain credential files, department databases, and data entry records with regular updates to preserve accuracy, completeness, and accessibility.</p><p>• Monitor license, privilege, and credential expiration timelines, generate routine reports, and assist with follow-up actions to keep records current.</p><p>• Provide documentation and administrative support for accreditation preparation, audits, and compliance reporting activities.</p><p>• Contribute to departmental process improvement efforts by identifying workflow enhancements that strengthen efficiency, quality, and policy adherence.</p><p><br></p><p>If you are interested and available to start immediately, please apply now and call us at (510) 470-7450</p>
<p>We are looking for a versatile Recruiter to join a fast-moving team in Sunnyvale California, on a long-term contract. This position will support recruitment across multiple areas of the organization, including technical, creative, operational, and corporate functions, while helping deliver a thoughtful and efficient candidate journey. The ideal person is comfortable managing full-cycle recruiting in a dynamic environment, building strong talent pipelines, and partnering closely with stakeholders to meet evolving staffing needs.</p><p><br></p><p>Responsibilities:</p><p>• Lead end-to-end recruitment efforts for a wide range of business areas, including engineering, production, creative, consumer products, general and administrative teams, and education-related functions.</p><p>• Develop proactive sourcing strategies to identify and engage talent with relevant experience, including passive candidates, for current and future staffing needs.</p><p>• Partner with hiring managers and cross-functional leaders to align on role expectations, interview plans, and effective selection processes.</p><p>• Coordinate and manage interview logistics while maintaining clear communication with candidates throughout each stage of the recruitment process.</p><p>• Create a high-quality candidate experience by providing timely updates, thoughtful follow-up, and detail-oriented engagement from initial outreach through post-onboarding communication.</p><p>• Track recruiting activity, maintain accurate applicant data, and use ATS platforms effectively to keep searches organized and efficient.</p><p>• Recommend and support improvements to recruiting workflows, tools, and talent acquisition practices to strengthen overall staffing operations.</p><p>• Contribute to recruitment success in a collaborative startup setting by adapting quickly to shifting priorities and supporting a variety of recruiting needs as they arise.</p>
<p>We are looking for an Accounting Clerk to join our client in Walnut Creek, California on a Contract basis. This position supports both accounts payable and accounts receivable activities, with a strong focus on accuracy, organization, and responsive service. The role is well suited to someone who can manage detailed financial tasks, communicate clearly with residents, and maintain a detail-oriented, calm approach. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Review and process a high volume of vendor invoices each week, ensuring supporting documentation is complete and matched accurately before payment.</p><p>• Verify invoice coding generated through the NetSuite add-on tool and make corrections as needed to maintain accurate financial records across multiple entities.</p><p>• Support accounts receivable activities related to resident move-ins and move-outs, including updating account details and recording charges correctly.</p><p>• Set up and manage direct debit payment arrangements for residents while confirming information is entered accurately.</p><p>• Respond to resident account inquiries and provide clear, courteous assistance regarding balances, payments, and billing matters.</p><p>• Perform detailed data entry and maintain organized accounting records to support daily financial operations.</p><p>• Coordinate with internal team members to help resolve discrepancies in payable and receivable transactions in a timely manner.</p><p>• Use NetSuite for transaction processing and routine account maintenance while handling minimal Excel-related tasks as needed.</p>
<p>We are looking for a Administrator to support a research-focused team in San Francisco, California. This role helps keep day-to-day operations organized by coordinating meetings and events, handling core administrative processes, and supporting researchers and operations staff across multiple policy areas. The position is well suited to someone who is highly organized, detail-oriented, and comfortable working with colleagues across a range of departments to keep priorities moving efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate recurring and ad hoc meetings for multiple research teams, ensuring schedules, materials, and follow-up items are managed effectively.</p><p>• Organize logistics for internal programs and external-facing events, including workshops, seminars, staff gatherings, and public convenings.</p><p>• Support research operations by assisting with project coordination, tracking deadlines, and helping maintain progress across active initiatives.</p><p>• Contribute to grant-related and development support activities by helping organize information, timelines, and administrative documentation.</p><p>• Assist with institutional impact and assessment efforts by preparing records, compiling updates, and supporting evaluation-related processes.</p><p>• Manage program administration for internship activities, including scheduling, coordination, and general logistical support.</p><p>• Maintain internal data and information systems, including tools used for outreach tracking, project coordination, and shared departmental resources.</p><p>• Process routine administrative transactions such as invoices, expense submissions, and timesheet-related documentation with accuracy and timeliness.</p><p>• Serve as a point of coordination with internal departments and external partners, including library and research support contacts, while providing general administrative assistance as needed.</p>
<p>We are seeking a detail-oriented and reliable Accounts Payable Specialist to join our team. This role is responsible for processing invoices, reconciling vendor accounts, preparing payments, and supporting day-to-day accounting operations. The ideal candidate is organized, accurate, and able to manage multiple priorities in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review, verify, and process vendor invoices in a timely manner</li><li>Match invoices to purchase orders, receipts, and supporting documentation</li><li>Prepare and process check runs, ACH payments, and wire transfers</li><li>Reconcile vendor statements and resolve invoice or payment discrepancies</li><li>Maintain accurate accounts payable records and ensure proper documentation</li><li>Communicate with vendors and internal departments regarding payment status and account issues</li><li>Assist with month-end close by preparing accruals and account reconciliations</li><li>Monitor aging reports and help ensure timely payments</li><li>Support audit requests and maintain compliance with company policies and procedures</li><li>Assist with expense reports and employee reimbursements as needed</li></ul><p>If you are interested in this opportunity, please feel free to apply to this job or contact Dennis Brinkmann at 925-271-4809</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>
<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><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>Overview</strong></p><p>We're seeking an experienced Enterprise Merchant Services Analyst to oversee payment operations, merchant services, and PCI DSS compliance for a large, complex organization. This role partners with Finance, Treasury, IT, Information Security, and external vendors to deliver secure, compliant, and efficient payment solutions.</p><p>Responsibilities</p><ul><li>Serve as the subject matter expert for merchant services, payment processing, and PCI DSS compliance.</li><li>Manage merchant accounts, payment technologies, and user access.</li><li>Lead merchant onboarding, payment gateway implementations, and payment system upgrades.</li><li>Conduct risk assessments, audits, and compliance reviews.</li><li>Develop and maintain payment policies, procedures, and documentation.</li><li>Partner with internal stakeholders and external banking/payment vendors to support business needs.</li><li>Identify opportunities to improve controls, processes, and the overall payment experience.</li></ul>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
<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><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 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.