<p>We are looking for an experienced IT Support Analyst to join our team on a short- term contract basis out of Oakland, Ca. In IT Support role, you will provide technical assistance to a primarily remote workforce, ensuring seamless operations across macOS and Windows environments. Based in Oakland, California, this IT Support position offers an exciting opportunity to contribute to the FinTech industry while leveraging your IT support expertise. This IT Support role is an onsite position. </p><p><br></p><p>Responsibilities:</p><p>• Deliver Level 1 and Level 2 IT support services for remote users, addressing hardware, software, and access-related issues.</p><p>• Troubleshoot and resolve technical problems with macOS and Windows laptops, including operating systems and applications.</p><p>• Manage identity and access management tools, such as Okta, to ensure secure and efficient user access.</p><p>• Utilize Jira Service Desk to document, track, and resolve support tickets effectively.</p><p>• Provide support for Google Workspace applications, assisting with tasks related to Gmail, Drive, Calendar, and basic administrative functions.</p><p>• Conduct basic network troubleshooting to resolve connectivity issues, including Wi-Fi and VPN configurations.</p><p>• Oversee the shipping, receiving, configuration, and tracking of laptops and peripherals.</p><p>• Assist with employee onboarding and offboarding processes, including hardware lifecycle management.</p><p>• Ensure thorough documentation and adherence to IT best practices throughout all support activities.</p>
We are looking for an experienced and strategic leader to join our team as the Vice President of IT Operations. In this role, you will oversee the planning, execution, and optimization of core IT functions, including infrastructure, networks, service desk operations, and store technologies. Your leadership will ensure seamless technology services that support the company’s retail stores, warehouses, and corporate teams while driving innovation and operational excellence. This is a high-impact opportunity to shape the future of IT operations and contribute to the success of our growing organization.<br><br>Responsibilities:<br>• Develop and implement a comprehensive IT operations strategy aligned with the company’s long-term goals.<br>• Create detailed roadmaps for infrastructure, service management, and store systems to support organizational objectives.<br>• Collaborate with executive leaders to ensure IT readiness for business growth and expansion.<br>• Oversee the management of enterprise-wide infrastructure services, including cloud platforms, data centers, networks, and retail systems.<br>• Ensure consistent uptime and performance across all production environments, particularly during peak retail periods.<br>• Drive the adoption of service management frameworks to enhance incident, change, and problem resolution processes.<br>• Lead the transformation of service desk operations, incorporating automation and self-service capabilities.<br>• Build and mentor a high-performing team, fostering skill development in areas such as cloud operations, automation, and field support.<br>• Manage vendor relationships and ensure service level agreements are met to deliver measurable outcomes.<br>• Optimize operational budgets, balancing capital and operational expenses while driving efficiency across IT operations.
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity resonates with you, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn how this role aligns with your career goals!</p><p><br></p><p><strong>Paraplanner or Wealth Manager</strong></p><p>We’re partnering with an independent, SEC‑registered RIA in Mill Valley seeking talented individuals to join its growing Wealth Management team. The firm is committed to delivering exceptional client service and engaging deeply with the local community. </p><p><br></p><p>This is an excellent opportunity for someone who values client‑first service, thrives in a collaborative environment, and is eager to grow within a purpose‑driven advisory practice.</p><p><br></p><p><strong>About the Role</strong></p><p>Depending on experience, this opportunity can be structured as a <strong>Paraplanner</strong> or <strong>Wealth Manager</strong>. Both roles support the delivery of comprehensive financial planning, investment management, and exceptional client service. The Wealth Manager role is ideal for advisors with 5+ years of experience seeking greater responsibility and direct client ownership.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>(Responsibilities will be tailored to the individual’s experience and team fit.)</p><p><strong>1. Client Relationship Management</strong></p><ul><li>Support or manage day‑to‑day client interactions</li><li>Build trusted, long‑term relationships through proactive service and thoughtful communication</li></ul><p><strong>2. Financial Planning & Wealth Management</strong></p><ul><li>Develop and present financial plans</li><li>Support investment strategies, portfolio reviews, and planning recommendations</li></ul><p><strong>3. Business Development</strong></p><ul><li>Participate in client acquisition efforts</li><li>Contribute to the firm’s growth and community engagement initiatives</li></ul><p><strong>4. Professional Growth & Contribution</strong></p><ul><li>Collaborate with team members to enhance processes, client experience, and firm initiatives</li></ul><p><strong>5. Compliance & Record‑Keeping</strong></p><ul><li>Maintain accurate, compliant documentation in line with regulatory requirements</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Rich benefits package: 100% employer‑paid employee coverage, 50% for dependents</li><li>401(k) match + profit‑sharing</li><li>Annual VIP music festival tickets and fun team outings</li><li>Supportive, community‑minded culture</li><li>Hybrid flexibility (2–3 days onsite in Mill Valley)</li></ul>
<p><strong>Wealth Management Associate</strong></p><p><strong>About the Firm</strong></p><p>A relationship‑focused wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify financial goals, build thoughtful strategies, and deliver long‑term impact. With an average client size of approximately $1.5M, the firm provides a high‑touch planning experience centered on trust, personalization, and exceptional service.</p><p>This role offers direct exposure to senior leadership, complex financial planning work, and a clear path toward becoming a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will partner closely with Senior Advisors across financial planning, client relationship management, and operational support. You’ll participate in client meetings, manage planning workflows, and ensure all follow‑up items are executed seamlessly.</p><p>The ideal candidate is analytical, detail‑oriented, proactive, and adept at managing multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, capture detailed notes, and manage follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with client onboarding and ongoing service needs</li><li>Act as project manager to support Advisor priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain CRM workflows, tasks, and client records</li><li>Process account paperwork, transfers, and updates</li><li>Coordinate with custodians, broker‑dealers, and external partners</li><li>Prepare meeting materials, agendas, and presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review financial documents for planning accuracy</li><li>Track deliverables and ensure timely completion</li><li>Identify opportunities to streamline planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial‑planning and wealth‑management process</li><li>A clear pathway to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Wealth Management Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a <strong>Wealth Management Associate</strong> to join its collaborative and growth‑oriented team. The firm partners with individuals, families, and business owners to clarify goals, develop thoughtful financial strategies, and deliver meaningful long‑term impact. With an average client size of roughly $1.5M, the firm provides a high‑touch, personalized planning experience built on trust and exceptional service.</p><p>This role offers hands‑on exposure to senior leadership, sophisticated planning work, and a clear path to developing into a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will support Senior Advisors across financial planning, client relationship management, and operational execution. This position acts as a key partner—participating in client meetings, managing planning workflows, and ensuring seamless follow‑through on all action items.</p><p><br></p><p>The ideal candidate is analytical, detail‑oriented, proactive, and comfortable managing multiple priorities in a fast‑paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, take detailed notes, and drive follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with onboarding new clients and ongoing service needs</li><li>Serve as a project manager to help Advisors execute business priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain and update CRM workflows, tasks, and records</li><li>Handle account paperwork, transfers, updates, and coordination with custodians</li><li>Interface with broker‑dealers and other external partners</li><li>Prepare meeting materials, agendas, and client presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review client financial documents for planning accuracy</li><li>Track planning deliverables and ensure timely completion</li><li>Identify opportunities to streamline and improve planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial planning and wealth‑management process</li><li>A clear path to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><strong>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA)</strong> to join their high‑performing, collaborative team. This is an excellent opportunity for someone who wants to build long‑term roots, work closely with experienced advisors, and grow in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has served high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep ties to the Bay Area and a commitment to personalized advice, they offer a sophisticated, relationship‑driven approach to wealth management</p><p><br></p><p><strong>About the Role</strong></p><p>The CSA will support a portfolio of HNW clients and act as a key member of the client service team. You’ll partner with advisors, collaborate cross‑functionally, and ensure clients receive an exceptional experience from onboarding through ongoing service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and enhance client relationships by anticipating needs and delivering timely, thoughtful support</li><li>Lead and execute the new client onboarding process</li><li>Coordinate with attorneys, accountants, and other client intermediaries</li><li>Support strategic planning efforts, including equity compensation strategies, estate/legacy planning coordination, and other complex client needs</li><li>Provide portfolio reporting, research support, and materials for meetings and touchpoints</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear long‑term growth potential within a respected wealth management firm</li><li>Tenured team, strong mentorship, and exposure to sophisticated planning</li><li>Hybrid schedule (onsite Tue/Thu + flexible 3rd day)</li><li>Supportive, people‑first culture where no task is too small</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and monthly phone stipend</li><li>Casual dress when not client‑facing</li><li>Financial support for <strong>CFP®</strong> or <strong>CFA</strong> certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a <strong>high-impact role </strong>at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change. You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for <strong>stability, and the chance to grow with a team that truly values your ideas, this is it.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Wealth Management Associate</strong></p><p><strong>Client‑Focused | Analytical | Growing Firm Environment</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.</p><p>This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.</p><p><br></p><p><strong>About the Role</strong></p><p>As a <strong>Wealth Management Associate</strong>, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.</p><p>Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Join client meetings, take notes, and manage follow‑up action items</li><li>Provide high‑level client communication and relationship support</li><li>Support onboarding of new clients and ongoing relationship development</li><li>Act as a project manager to help Senior Advisors execute on business‑unit priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM workflows, updates, and task tracking</li><li>Handle account paperwork, transfers, updates, and custodian communication</li><li>Coordinate with broker‑dealers and external partners</li><li>Prepare meeting agendas, client presentations, and supporting documents</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review client financial documents for planning accuracy</li><li>Track planning‑related tasks and update workflows as needed</li><li>Identify opportunities to improve financial planning processes</li><li>Assist with insurance proposals (life, disability, long‑term care)</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Analytical thinkers who enjoy solving complex problems</li><li>Individuals who take ownership and “lean in” to challenges</li><li>Professionals who value accuracy, high standards, and operational excellence</li><li>Team‑oriented communicators who appreciate a supportive and growing environment</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full wealth‑management process</li><li>Future opportunities to work directly with clients as an advisor</li><li>Strong emphasis on work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A well‑respected, boutique Registered Investment Advisor (RIA) with approximately half a billion dollars under management is seeking a <strong>Relationship Manager / Client Service Associate</strong> to join their close‑knit team. The firm is known for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p><br></p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This role requires a unique combination of detail orientation and relationship‑building skills. You will play a key part in onboarding new clients, preparing account documentation, maintaining client accounts, and supporting advisors in all facets of client service.</p><p><br></p><p>You will serve as a primary liaison between the firm and its custodial partners, ensuring smooth operations while delivering exceptional client experiences. This is a great opportunity for someone who wants mentorship from experienced advisors and room to grow—while still having the ability to build a long‑term career in this role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors in onboarding new clients and facilitating smooth transitions</li><li>Coordinate the opening of new accounts and transfer of assets</li><li>Process distributions, including RMDs; maintain annual RMD tracking</li><li>Work directly with custodians to process account service requests</li><li>Document all client interactions and follow‑up in the firm’s CRM</li></ul><p><strong>Why You’ll Love This Opportunity</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer-covered parking or transit pass</li><li>Discretionary bonuses</li><li><strong>4 weeks of PTO</strong> from the start date</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long-tenured staff</li></ul>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Accounting Manager (Title Flexible)</strong></p><p><br></p><p><strong>Overview</strong></p><p>We’re partnering with a well‑established venture capital firm seeking an <strong>Accounting Manager</strong> to support its management company operations. This is a high‑impact role for someone who enjoys ownership, process improvement, and working closely with senior leadership in a collaborative, fast‑moving environment.</p><p>The firm manages several billion dollars in assets and invests in early‑stage, high‑growth companies. This role offers the opportunity to help evolve and scale the management company accounting function while working alongside a sharp, supportive finance team.</p><p><br></p><p><strong>Why This Opportunity</strong></p><ul><li>High‑visibility role with meaningful influence over processes and systems</li><li>Collaborative, growth‑oriented finance team with strong leadership support</li><li>Opportunity to modernize and improve in‑house accounting operations</li><li>Competitive compensation with annual bonus</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Own quarterly and annual financial statements, ensuring accuracy, compliance, and sound judgment across allocations and reconciliations</li><li>Manage cash activity, payments, distributions, and the general ledger for the management company</li><li>Oversee the full accounts payable function, including vendor payments, corporate cards, intercompany activity, expense reimbursements, and bank reconciliations</li><li>Lead semi‑monthly payroll and 401(k) administration, ensuring accuracy, compliance, and a seamless employee experience</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a strong match, apply today and send your resume to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional looking to grow your career while taking on more responsibility in a collaborative environment? We’re seeking a <strong>Tax Manager</strong> to join a boutique wealth management firm with an integrated tax practice. This role offers meaningful client exposure, professional development, and the opportunity to grow into a leadership position with a supportive, close‑knit team.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that prioritizes learning, mentorship, and professional growth</li><li>Work in a warm, client‑focused environment with a strong team culture</li><li>Opportunity to step into increasing leadership responsibilities over time</li><li>Enjoy a flexible hybrid schedule and competitive compensation</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns</li><li>Support technical reviews and assist with more complex tax matters</li><li>Collaborate closely with senior leadership and tax preparers to ensure accuracy and quality</li><li>Assist with client communications and deliver exceptional client service</li><li>Gradually take on greater responsibility for reviews and final sign‑offs</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>Sr. Accountant/Sr. Financial Analyst</strong></p><p><br></p><p>Exciting opportunity to join a publicly traded biotech company with over 1B in revenue! Position will be a hybrid of Finance and Accounting functions to support their Sales/Marketing Team. This is an excellent opportunity for a CPA Accountant looking for transition to FP& A (hiring manager willing to train).</p><p><br></p><p><u>Summary:</u></p><p>The Senior Financial Analyst will support the S& M functional leaders during the budgeting, forecasting, and long-range planning processes, delivery of timely, accurate and relevant financial information and insights to management, & will be responsible for core finance functions including journal entries, account reconciliations, and variance analysis.</p><p><br></p><p>Responsibilities</p><p>Support the Sales & Marketing Finance team, including:</p><ul><li>Prepare monthly journal entries, account reconciliations, and support the management of monthly financial cost center tracking files.</li><li>Analyze variances between actual results, prior year, and budget/forecast, and prepare monthly financial reports for leadership.</li><li>Assist in preparing and importing data for annual budgets, quarterly forecasts & landings, and long-range financial planning with insights into senior leadership on financial performance and trends.</li><li>Support the approval process for contracts, purchase requisitions, and position requests, ensuring compliance and proper documentation.</li><li>Collaborate with various teams to provide data-driven insights and support business decision-making.</li><li>Prepare data for ad-hoc reporting and participate in meetings with senior leadership to discuss financial results and business performance.</li><li>Perform other duties as assigned.</li></ul><p><br></p><p>Qualifications</p><ul><li>Bachelor’s degree in finance, accounting or closely related field</li><li>3-5+ years of experience including accounting, financial analysis, or financial planning/budgeting. Pharmaceutical industry related experience preferred</li><li>Biotech industry preferred</li><li>Highly proficient with MS Office applications (Excel, Word, PowerPoint)</li><li>OneStream Software experience a plus</li><li>Excellent verbal and written communication skills</li></ul><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great match, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional seeking a role where you can grow, lead, and contribute in a collaborative environment? We’re partnering with a boutique wealth management firm that integrates a strong tax practice into its services. This position offers flexibility, professional development, and the chance to work alongside a supportive team dedicated to excellence.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that truly values continuous learning and personal growth.</li><li>Work in a warm, client-centered environment with a strong team culture.</li><li>Build toward a leadership role as you grow with the firm.</li><li>Enjoy a flexible hybrid schedule and competitive compensation.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns.</li><li>Support technical reviews and assist with complex tax matters.</li><li>Collaborate with senior leaders and tax preparers to ensure accuracy and quality.</li><li>Assist with client communication and deliver exceptional service.</li><li>Gradually take on increased responsibility for reviews and sign-offs over time.</li></ul>
<p>We are looking for a skilled and detail-oriented Staff Accountant to join our team in Salinas, California. As part of a dynamic agricultural business, this role will focus on managing financial operations, ensuring compliance, and supporting the company’s growth objectives. The ideal candidate will have a strong foundation in accounting principles and thrive in a fast-paced, collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle daily accounting tasks, including managing accounts payable, accounts receivable, and maintaining the general ledger.</p><p>• Prepare accurate monthly financial statements and assist with month-end and year-end closing activities.</p><p>• Reconcile bank accounts and swiftly address any discrepancies.</p><p>• Maintain comprehensive records of company assets and inventory for fresh produce operations.</p><p>• Collaborate with the Controller to ensure compliance with tax regulations and reporting requirements.</p><p>• Contribute to the development of budgets and financial forecasts to support strategic planning.</p><p>• Perform variance analysis and provide actionable insights to help guide management decisions.</p><p>• Support external audits by preparing detailed documentation and financial reports.</p><p>• Drive process improvements by implementing automation and streamlining workflows.</p><p>• Partner with other departments to ensure accurate integration of financial data with overall business operations.</p><p><br></p><p>Posted by Staffing Director Scott Moore</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and send your resume to <strong>JC del Rosario on LinkedIn</strong>—I’d love to connect and learn more about your background and career goals.</p><p><br></p><p><strong>Accounting Manager – Venture Investment Firm</strong></p><p><strong>About Us</strong></p><p>We are a technology investment firm partnering with exceptional founders to build transformative companies across the innovation lifecycle. Our focus spans the future of work, consumer technology, cybersecurity, and developer infrastructure. With a portfolio that includes some of the most forward‑thinking names in tech, we combine strategic capital with deep operational expertise to fuel long‑term success.</p><p><br></p><p><strong>The Role</strong></p><p>We’re looking for an experienced <strong>Accounting Manager</strong> to support both management company and fund accounting operations. This role is perfect for a detail‑driven professional who thrives in a fast‑paced environment and enjoys balancing hands‑on accounting with strategic financial support. Reporting directly to the <strong>Head of Finance</strong>, you’ll play a key role in maintaining strong accounting controls, enhancing processes, and partnering across teams to support the firm’s growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day‑to‑day management company accounting, including GL, AP, and expense processing</li><li>Lead monthly and quarterly close; prepare financial statements, budgets, and variance analyses</li><li>Oversee entity allocations and coordinate tax filings and Form 1099 issuance</li><li>Maintain fund accounting ledgers—capital calls, distributions, investment activity, and more</li><li>Prepare fund financial statements and NAV packages; serve as a key contact for fund administrators</li><li>Support financial audits, tax processes, and investor reporting</li><li>Identify opportunities for process improvements and contribute to system enhancements</li></ul><p><strong>Culture Fit</strong></p><ul><li>Comfortable taking ownership and leading your function</li><li>Thrives in a dynamic, collaborative environment</li><li>Excited to dive into complex deals and contribute to a growing investment platform</li></ul>
<p>Our client in Concord is seeking an experienced Tax Manager for a 2+ month engagement in support of the Tax Director . This role offers the flexibility of remote work and requires a strong background in corporate tax, including both income and indirect tax. You will play a vital role in managing tax provisions, ensuring compliance, and supporting various tax-related activities for a multi-entity organization. Pay is expected to be $80-$100/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review annual income tax provisions in compliance with ASC 740 standards</p><p>• Conduct detailed reviews of supporting workpapers to ensure accuracy and completeness</p><p>• Manage corporate tax returns, including filing extensions and final submissions</p><p>• Oversee indirect tax processes, such as sales and use tax, while coordinating with controllers of smaller subsidiaries</p><p>• Collaborate with external CPA firms to provide necessary tax adjustments and financial information</p><p>• Utilize OneSource software for tax provision preparation and reporting</p><p>• Analyze and explain findings from tax workpapers to senior management</p><p>• Ensure timely preparation and review of tax-related financials, including provisions and adjustments</p><p>• Support the VP of Finance in tax-related decision-making and reporting processes</p><p>• Maintain compliance with all relevant federal, state, and local tax regulations</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Venture Capital Firm| SF Bay Area| Remote</strong></p><p> </p><p>Join an innovative multi-stage investment firm shaping the future of work, consumer tech, cybersecurity, and developer infrastructure. This is a hands-on role for an experienced accounting professional ready to support both fund and management company accounting, gain exposure to complex deal structures, and help drive financial strategy. The team values ownership, collaboration, and innovation, offering opportunities to lead process improvements and work closely with internal and external stakeholders.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain fund accounting ledgers, track capital calls, distributions, and investment activity</li><li>Prepare monthly/quarterly fund financials, NAVs, and management company statements</li><li>Partner with auditors, tax advisors, and fund administrators to ensure accurate reporting</li><li>Support valuations, portfolio metrics, and audit/tax processes</li><li>Oversee daily operations: general ledger, cash management, AP, and expense processing</li><li>Lead month-end and quarter-end closes, budgets, forecasts, and variance analyses</li><li>Drive automation, process improvements, and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity feels like the right next step in your career, apply today and share your résumé with <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a motivated and detail‑oriented professional to join our team. In this role, you’ll support key operational, strategic, and technical initiatives while working closely with cross‑functional partners to drive organizational success. This position is perfect for someone who thrives in a dynamic environment, takes ownership of their work, and enjoys contributing to meaningful projects.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute core responsibilities with accuracy, timeliness, and adherence to internal policies</li><li>Collaborate with internal teams and external partners to support projects and operational workflows</li><li>Communicate clearly and professionally with colleagues, stakeholders, and clients</li><li>Analyze data, identify opportunities for process improvement, and support informed decision‑making</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with market benchmarks</li><li>Access to professional development programs and ongoing learning resources</li><li>A supportive, team‑oriented environment with opportunities for impact, visibility, and growth</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Touch Service</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its tight‑knit, growing team. The firm provides institutional‑quality investment advice and a virtual family office experience to a select group of clients. With a small team and a highly personalized service model, this role is critical in delivering a seamless, detail‑perfect client experience.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high‑integrity environment and enjoys both relationship management and operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Service Associate</strong> (or <strong>Senior CSA</strong>, depending on experience) plays a central role in client service, account administration, and operational support. You’ll work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and accurate handling of all client requests. Due to the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and assist with follow‑up tasks</li><li>Maintain accurate client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and completion</li><li>Assist with compliance processes and documentation retention</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and assist with CRM updates and task management</li><li>Collaborate with the advisory and investment teams to support planning and portfolio work</li><li>Support compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and high‑quality work</li><li>Individuals who enjoy being a trusted support partner to both clients and advisors</li><li>Those who thrive in a boutique, collaborative, and highly professional environment</li><li>Candidates who appreciate a role where accuracy, responsiveness, and client care are paramount</li></ul>
<p>Senior Accountant – Retail</p><p>Location: Menlo Park, CA</p><p>Schedule: Full-Time | 100% Onsite</p><p> </p><p>We are seeking a Senior Accountant to support our retail operations with accurate financial reporting, analysis, and compliance. This role is ideal for a detail-oriented, highly organized accounting professional who thrives in a fast-paced, collaborative environment. The Senior Accountant will ensure financial integrity, provide insights to support business decisions, and help drive efficiency across our retail operations.</p><p> </p><p>Key Responsibilities</p><p>• Prepare and review month-end, quarter-end, and year-end close processes for retail operations</p><p>• Maintain and reconcile general ledger accounts, including cash, inventory, accounts receivable, and accounts payable</p><p>• Ensure compliance with GAAP and internal accounting policies</p><p>• Prepare financial statements, reports, and analysis to support management decision-making</p><p>• Assist with budgeting, forecasting, and variance analysis for retail stores</p><p>• Collaborate with cross-functional teams, including operations, merchandising, and finance, to support business initiatives</p><p>• Support internal and external audits, providing required documentation and analysis</p><p>• Identify process improvement opportunities to enhance efficiency and accuracy in accounting operations</p><p>• Mentor junior accounting staff and assist with training when needed</p><p> </p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this role feels aligned with your background, apply today and send your resume to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Accounting Manager (Title Flexible)</strong></p><p><strong>Overview</strong></p><p>We’re partnering with a well‑established venture capital firm seeking an <strong>Accounting Manager</strong> to support its management company operations. This is a high‑impact position for someone who enjoys ownership, driving efficiencies, and working closely with senior leadership in a collaborative, fast‑paced environment.</p><p>The firm manages several billion in assets and invests in early‑stage, high‑growth companies. In this role, you’ll help shape and scale the management company accounting function while joining a sharp, supportive, and solutions‑oriented finance team.</p><p><br></p><p><strong>Why This Opportunity</strong></p><ul><li>High‑visibility role with meaningful influence on processes and systems</li><li>Collaborative, growth‑minded finance team with strong leadership support</li><li>Opportunity to modernize and elevate in‑house accounting operations</li><li>Competitive compensation package with annual bonus</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Oversee quarterly and annual financial statements, ensuring accuracy, compliance, and well‑reasoned allocations and reconciliations</li><li>Manage cash activity, payments, distributions, and general ledger functions for the management company</li><li>Oversee the full accounts payable workflow, including vendor payments, corporate cards, intercompany activity, reimbursements, and bank reconciliations</li><li>Lead semi‑monthly payroll and 401(k) administration, ensuring accuracy, compliance, and a smooth employee experience</li></ul>
