<p>We are looking for an experienced and dependable Receptionist to support daily front-desk operations for a contract-to-hire position based in San Francisco, California. This role is ideal for someone who thrives in a detail-oriented office setting, values accuracy, and enjoys creating a welcoming experience for visitors and callers. The successful candidate will balance administrative support, communication, and confidentiality while working closely with internal teams and client contacts.</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors and provide a detail-oriented first point of contact for guests, employees, and external partners.</p><p>• Manage incoming calls through a multi-line phone or switchboard system, directing inquiries promptly to the appropriate contacts.</p><p>• Safeguard sensitive records and confidential information while following established handling procedures.</p><p>• Coordinate with managers and client stakeholders to address scheduling needs, service concerns, and deadline-related matters.</p><p>• Support general office operations by assisting with administrative tasks and front-desk coverage throughout the day.</p><p>• Contribute to team-based workflows and step in on special assignments or additional projects as business needs evolve.</p><p>• Maintain organized reception and common areas to ensure an efficient workplace environment.</p>
We are looking for a detail-oriented Legal Secretary to support a growing litigation practice in San Francisco, California. This position will provide day-to-day administrative and document support to three law clerks and associates, with the potential to assist additional legal staff as needs evolve. The ideal candidate brings strong organizational skills, sound judgment, and the ability to manage competing priorities in a fast-paced legal environment.<br><br>Responsibilities:<br>• Prepare, proofread, and format litigation documents, correspondence, discovery materials, and other legal paperwork before filing or distribution.<br>• Draft routine legal documents such as pleadings, memoranda, notices, subpoenas, and court-related forms using firm-approved software and templates.<br>• Submit filings in state and federal courts, including electronic filings, while ensuring compliance with applicable procedural requirements.<br>• Manage attorney calendars by tracking hearings, meetings, deadlines, and follow-up items to help the legal team stay ahead of key case obligations.<br>• Coordinate court date reservations and communicate with court personnel as needed to secure hearing availability and confirm scheduling details.<br>• Organize and maintain case records in document management systems, including saving, scanning, and indexing incoming legal and case-related materials.<br>• Support litigation logistics by assembling binders for depositions, trials, and hearings, and by arranging meeting spaces and visitor notifications when required.<br>• Review vendor billing information and prepare related payment or submission documentation in accordance with attorney direction and internal procedures.<br>• Provide backup administrative assistance to other team members and take on additional support tasks based on attorney and case needs.
<p>We are looking for a detail-oriented Controller to support document-focused operations for a non-profit organization in Berkeley, California. This role is centered on maintaining accurate records, organizing high-volume files, and ensuring important materials are properly scanned, compiled, and controlled. The ideal candidate brings a methodical approach, strong organizational skills, and the ability to handle sensitive documentation with care and precision.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee accounting operations, including AP/AR, payroll, general ledger, cash management, fixed assets, and purchasing.</li><li>Lead financial reporting, month-end/year-end close, fund accounting, and GAAP-compliant financial statements.</li><li>Manage grant billing, revenue recognition, collections, and compliance with government funding requirements.</li><li>Coordinate audits, tax filings, regulatory reporting, and maintain audit-ready financial records.</li><li>Oversee cost allocation methods, indirect rates, and program cost compliance.</li><li>Strengthen internal controls, financial processes, and system efficiencies to improve reporting and accountability.</li><li>Supervise and develop accounting staff while promoting strong financial stewardship and continuous improvement.</li></ul>
We are looking for an experienced Legal Secretary to support litigation attorneys in a fast-paced services environment in California. This role is ideal for someone who brings strong organizational skills, excellent written communication, and a sharp eye for detail to legal administrative work. The position involves managing critical deadlines, preparing court-related documents, and helping attorneys stay organized and responsive throughout the litigation process.<br><br>Responsibilities:<br>• Coordinate attorney calendars, schedule meetings, and track important court dates and filing deadlines.<br>• Prepare, format, and submit legal documents through electronic court filing systems in accordance with court rules.<br>• Review correspondence, pleadings, and other legal materials for accuracy, grammar, and formatting before distribution or filing.<br>• Transcribe dictated notes, legal content, and attorney instructions into clear and accurate documents.<br>• Maintain organized case files and ensure records, pleadings, and supporting materials are updated and easy to retrieve.<br>• Communicate with courts, clients, and internal team members regarding scheduling, filings, and document requirements.<br>• Provide day-to-day administrative support to litigation attorneys to help move matters forward efficiently.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment.</p><p> </p><p>This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We have an immediate opening for an experienced Litigation Legal Secretary to support our client's San Francisco-based litigation team on a fully remote contract basis. This role supports a high-volume, defense-side litigation practice, working closely with 5–7 attorneys and requiring the ability to manage a busy desk independently. The qualified candidate must have a strong understanding of California court rules, docketing, and e-filing procedures in both federal and state courts. Ideal candidates will have five or more years of experience working in a fast-paced defense-side litigation environment. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage state and federal e-filing processes across active litigation matters</li><li>Maintain and manage litigation calendars, ensuring deadlines are tracked and met across multiple cases</li><li>Support attorneys with trial preparation, including exhibits, binders, and coordination logistics</li><li>Draft, proofread, and format legal documents, correspondence, pleadings, and TOCs/TOAs</li><li>Collaborate with attorneys across matters, adapting to varying litigation needs and deadlines</li><li>Track and process expense reports, reimbursements, and check requests using Chrome River</li><li>Provide administrative support across high-volume litigation workflows </li></ul><p><br></p>
<p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
We are looking for a skilled Paralegal to join a litigation team in Emeryville, California. This position supports attorneys from initial case development through trial, with a strong focus on document review, deadline management, and coordination across courts and third parties. The ideal candidate brings sound judgment, strong organizational ability, and experience handling complex matters in a fast-moving legal setting.<br><br>Responsibilities:<br>• Analyze and condense medical, billing, and other case-related records into clear summaries for attorney review.<br>• Prepare, send, and monitor subpoenas for documents, witnesses, and court matters across various jurisdictions.<br>• Work with courts, healthcare providers, expert witnesses, and external organizations to secure records and supporting materials.<br>• Oversee litigation calendars and track filing dates, court deadlines, and follow-up tasks to keep matters progressing on schedule.<br>• Assemble pleadings, discovery materials, exhibit sets, deposition summaries, and trial notebooks for active cases.<br>• Support attorneys before depositions and hearings by organizing witness information, exhibits, and related case documents.<br>• Submit legal filings to county and state courts, including electronic filing when required by the jurisdiction.<br>• Maintain orderly electronic and paper case files so documents are accessible, complete, and up to date.<br>• Assist with trial logistics by preparing exhibits, coordinating materials, and ensuring readiness for hearings and courtroom proceedings.<br>• Communicate professionally with clients, opposing counsel, court staff, service providers, and other case contacts.
<p>We are in search of an Attorney/Lawyer to become part of our client's legal team based in San Rafael, California. As an Attorney/Lawyer, your main duties will include managing case files, handling complaints, and dealing with civil litigation. </p><p>Responsibilities </p><p>• Oversee case management using related software</p><p>• Handle and resolve client complaints efficiently</p><p>• Administer claims and related legal matters</p><p>• Brief the team on legal matters and case updates</p><p>• Engage in civil litigation procedures</p><p>• Provide legal advice based on consumer electronics laws and regulations</p><p>• Manage landlord-tenant disputes and related legal issues</p><p>• Maintain an organized system for legal documents and case files.</p>
<p>We are seeking an experienced Tax Preparer to support a public accounting firm in San Francisco during the fall tax deadline season. This hybrid contract role will focus primarily on preparing individual income tax returns and handling more complex returns involving pass-through income, rental properties, and self-employment activity.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare federal and California individual income tax returns.</li><li>Complete returns involving Forms W-2 and 1099, K-1s, Schedule C, and Schedule E.</li><li>Review client tax documents for accuracy and completeness.</li><li>Organize tax workpapers and maintain supporting documentation.</li><li>Identify missing information and communicate follow-up needs.</li><li>Calculate estimated tax payments and extension amounts.</li><li>Research tax questions and resolve return discrepancies.</li><li>Respond to reviewer comments and update returns promptly.</li><li>Assist with partnership, S corporation, trust, or corporate returns as needed.</li><li>Track assignments and meet federal and state filing deadlines.</li><li>Maintain confidentiality of client tax and financial information.</li></ul>
<p>We are looking for an experienced Business Attorney to join an established and reputable legal team in Napa, California. This role offers the opportunity to work on a variety of sophisticated business transactions, providing tailored and effective legal solutions to clients ranging from regional businesses to multinational corporations. The ideal candidate will bring a wealth of expertise in corporate law and a commitment to delivering exceptional client service. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit.</p><p><br></p><p>Responsibilities:</p><p>• Provide legal counsel on business formation, transaction structuring, and compliance with relevant regulations.</p><p>• Draft, review, and negotiate contracts, shareholder agreements, and other legal documents.</p><p>• Assist clients in mergers and acquisitions, securities offerings, and private placements.</p><p>• Collaborate with estate planning professionals on succession planning matters.</p><p>• Conduct analysis of debt structures and advise on banking and credit facilities.</p><p>• Develop practical solutions to complex legal challenges for clients in various industries.</p><p>• Represent clients at local, national, and international levels in business-related matters.</p><p>• Ensure compliance with corporate governance standards and regulatory requirements.</p><p>• Support clients in the development of equity incentive plans and other financial agreements.</p><p>• Stay updated on legal trends and apply insights to improve client outcomes.</p>
<p>A growing litigation practice is seeking a California-licensed Associate Attorney to join its Complex Fraud Litigation team on a contract-to-hire basis. This opportunity offers the chance to work on sophisticated civil fraud matters involving extensive investigations, high-stakes litigation, discovery, depositions, motion practice, and trial preparation. The ideal candidate is a strategic thinker who enjoys tackling complex legal issues, developing case strategy, and managing litigation matters from inception through resolution. This is a fully remote opportunity offering meaningful responsibility, strong collaboration with experienced trial attorneys, and the potential for long-term growth.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage complex civil litigation matters from initial investigation through resolution</li><li>Develop and execute case strategy, including assessing risks, defenses, and litigation objectives</li><li>Handle all phases of discovery, including written discovery, document review, production, and discovery planning</li><li>Prepare for, take, and defend depositions of parties, witnesses, and other key individuals</li><li>Research, draft, and argue substantive motions, including dispositive motions</li><li>Maintain day-to-day ownership of assigned matters and proactively manage case deadlines</li><li>Communicate with clients regarding case developments, litigation strategy, and recommendations</li><li>Coordinate with and prepare expert witnesses to support litigation strategy and trial preparation</li><li>Appear at hearings, mediations, conferences, and other court proceedings</li><li>Assist with all aspects of trial preparation, including witness preparation, exhibit management, and trial strategy</li></ul><p><br></p>
<p>A reputable and distinguished real estate firm is seeking a Transactional Real Estate Associate to join their team. This opportunity is ideal for a detail-oriented and committed professional with 4+ years of experience managing complex transactions, including acquisitions, dispositions, leasing, and financing. The firm prides itself on fostering a collaborative work environment, offering hybrid remote flexibility, and providing opportunities to work on high-profile projects that impact the local community. This role also offers a clear path for long-term career growth. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Draft, negotiate, and review legal documents for commercial real estate transactions, such as purchase and sale agreements, leases, financing contracts, and joint venture agreements.</p><p>• Oversee due diligence processes, including reviewing title, surveys, and zoning compliance, to identify and mitigate potential risks.</p><p>• Coordinate and lead transaction closings, ensuring smooth execution by collaborating with clients, opposing counsel, and internal teams.</p><p>• Advise clients on strategies for real estate development, acquisitions, dispositions, and leasing activities.</p><p>• Structure deals effectively and manage complex negotiations to achieve client objectives.</p><p>• Provide guidance on compliance with legal and regulatory requirements related to real estate projects.</p><p>• Collaborate closely with partners and clients to deliver tailored solutions for sophisticated real estate matters.</p><p>• Stay informed about industry trends and local market dynamics to offer strategic advice.</p><p>• Manage multiple projects and deadlines efficiently, ensuring high-quality results.</p>
<p>We are looking for an experienced Sr. Accountant to support core accounting operations for a mission-driven non-profit organization in Berkeley, California. This role is responsible for maintaining accurate financial records, overseeing key close activities, and ensuring the integrity of general ledger transactions. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to manage reconciliations and reporting deadlines effectively.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead month-end and year-end accounting activities, including journal entries, reconciliations, financial reporting, and variance analysis.</li><li>Maintain accurate general ledger records, support audits, and help uphold accounting policies, controls, and reporting standards.</li><li>Oversee cash management, bank reconciliations, cash flow tracking, and treasury-related activities.</li><li>Manage invoicing and revenue recognition for contracts, grants, and service agreements while maintaining billing schedules and contract records.</li><li>Coordinate with operational teams to ensure accurate billing data, contract compliance, and timely collections.</li><li>Administer government grants and contracts, including revenue tracking, reimbursements, fund accounting, cost allocations, and compliance with funding requirements.</li><li>Review expenses for proper coding and allowability under grant and contract guidelines.</li><li>Monitor accounts receivable, resolve billing discrepancies, and report collection performance metrics.</li><li>Drive process improvements, automation initiatives, and workflow efficiencies within accounting and billing functions.</li></ul>
We are looking for a detail-oriented Legal Secretary to support attorneys serving private clients in trust, estate, and charitable planning matters in San Francisco, California. This hybrid position combines administrative coordination, document production, client communication, and billing support while working closely with legal and accounting teams. The ideal candidate is organized, discreet, and comfortable managing multiple priorities in a law firm environment.<br><br>Responsibilities:<br>• Prepare, revise, and format legal correspondence, reports, and client-facing documents with a high degree of accuracy and professionalism.<br>• Review materials for grammar, consistency, and completeness, and route finalized documents to the appropriate attorneys, clients, or internal teams.<br>• Oversee attorney schedules by arranging meetings, calls, travel, and other time-sensitive commitments.<br>• Maintain orderly electronic and physical files, ensuring records are easy to retrieve and updated in document management systems.<br>• Coordinate meeting logistics, including reserving conference space, organizing materials, and supporting internal and external attendees.<br>• Serve as a point of contact for clients and colleagues by gathering information, relaying updates, and responding to routine requests promptly.<br>• Enter attorney time records, assist with expense submissions, and help keep administrative documentation current.<br>• Support the billing cycle by preparing invoice drafts, making revisions, and collaborating with attorneys and accounting staff to finalize client bills.<br>• Assist with opening new matters by helping with conflict checks, engagement paperwork, and related intake documentation.<br>• Handle general administrative tasks such as scanning, copying, and other office support duties while protecting confidential client and firm information.
<p>We are looking for an organized and proactive Administrative Assistant to support leadership and key business functions in Richmond, California. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys balancing executive support, coordination tasks, and document management in a fast-paced office setting. The role will contribute to bid preparation, team communication, marketing support, and event logistics while helping keep daily operations on track.</p><p><br></p><p><strong>Responsibilities</strong></p><p><strong>Executive & Administrative Support</strong></p><ul><li>Provide administrative support to company leadership, including calendar management, scheduling meetings, coordinating reminders, and preparing presentations.</li><li>Manage correspondence, maintain organized files, and assist with day-to-day office administration.</li><li>Coordinate with internal teams and external stakeholders to gather information and ensure timely completion of projects.</li></ul><p><strong>Estimating & Procurement Support</strong></p><ul><li>Assist with bid packages, RFQs, RFPs, prequalification packages, and other procurement-related documentation.</li><li>Track deadlines and help ensure all required documents are completed and submitted accurately and on time.</li><li>Support the estimating team with administrative tasks and document management.</li><li>Maintain organized records and electronic filing systems for proposals and project-related materials.</li></ul><p><strong>Marketing & Event Coordination</strong></p><ul><li>Maintain and organize company marketing assets, project information, and employee profiles.</li><li>Update website content and ensure company information remains current and accurate.</li><li>Assist with presentation preparation using existing templates.</li><li>Coordinate logistics for career fairs, recruiting events, client events, conferences, and company functions.</li><li>Support company apparel and promotional item ordering and inventory management.</li></ul><p><br></p>
<p>We are looking for an experienced executive leader/ VP of HR to oversee financial strategy and accounting operations for our organization in Novato, California. This role will guide budgeting, reporting, and close processes while strengthening financial controls and supporting informed business decisions. The ideal candidate brings deep technical accounting knowledge, strong leadership capability, and a hands-on approach to building efficient, accurate financial practices.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead company-wide people strategy, workforce planning, and talent initiatives aligned with business goals.</li><li>Partner with executives on organizational design, succession planning, leadership effectiveness, and major business decisions.</li><li>Oversee talent acquisition, employer branding, workforce forecasting, and recruiting performance.</li><li>Develop compensation, rewards, pay equity, and benefits programs that support growth and compliance.</li><li>Lead employee relations, HR compliance, policy development, risk management, and labor-related matters.</li><li>Drive culture, employee engagement, leadership development, and DEI programs across the organization.</li><li>Oversee HR systems, analytics, budgeting, process improvement, and automation initiatives.</li><li>Build and mentor a high-performing HR team while fostering accountability, strategic thinking, and continuous development.</li></ul>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm| Fully Remote| Must work PST hours.</strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role is <strong>100% remote</strong> and offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, account maintenance, and client paperwork </li><li>Process money movements, beneficiary changes, and other account transactions </li><li>Communicate directly with clients to gather information and resolve requests </li><li>Coordinate with custodians and internal teams to ensure timely processing </li><li>Support insurance paperwork and client documentation </li><li>Partner with advisors on day-to-day <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an RF Test and Integration Engineer to lead verification efforts that confirm wireless hardware performs reliably in the lab, during production validation, and at deployed sites. This position combines hands-on RF measurement, automation development, and real-world integration work to support each stage of the hardware lifecycle. Based in San Francisco, California, the role partners closely with firmware, driver, and hardware teams to strengthen product quality and deployment readiness.<br><br>Responsibilities:<br>• Conduct detailed RF performance evaluations across operating conditions such as temperature, voltage, channel width, and output power to verify hardware behavior and readiness.<br>• Perform end-to-end integration testing across the full radio path, assessing components from the chipset and front-end circuitry through to antenna performance in bench and over-the-air environments.<br>• Create and maintain Python-based automation frameworks that control RF lab equipment and support repeatable regression testing for firmware and driver updates.<br>• Investigate performance degradation by tracing issues across software, firmware, drivers, and RF hardware to identify root causes and drive resolution.<br>• Execute site surveys, support RF design planning, confirm link-budget assumptions, and oversee deployment validation at field locations.<br>• Gather and analyze operational data from installed systems to improve propagation models and refine coverage planning accuracy.<br>• Lead in-house pre-compliance testing activities, coordinate with external certification partners, and troubleshoot failures that affect regulatory approval.<br>• Support qualification processes that establish release confidence for new hardware revisions before production and field use.
We are looking for an organized Event Marketing Coordinator to help deliver a successful portfolio of B2B trade shows and field marketing programs in San Francisco, California. This Long-term Contract opportunity is well suited for an early-career marketing specialist who enjoys managing details, coordinating moving parts, and supporting high-visibility events from planning through follow-up. The role offers hands-on involvement across event logistics, vendor coordination, internal communication, and administrative execution while partnering with cross-functional teams to keep programs running smoothly.<br><br>Responsibilities:<br>• Coordinate day-to-day support for trade show and field marketing initiatives, helping the team keep timelines, materials, and event plans on track.<br>• Manage smaller ticket-only events from initial planning through completion, ensuring each stage is organized and delivered accurately.<br>• Arrange operational event details such as exhibitor requirements, booth services, shipment schedules, attendee badges, promotional item orders, and lodging blocks.<br>• Serve as a point of contact for outside partners, including exhibit vendors, freight providers, merchandise suppliers, and audiovisual teams, to confirm deliverables and deadlines.<br>• Organize internal event participation by assisting with travel needs, staffing coordination, registration management, and pre-event communications.<br>• Monitor inventory for booth assets, signage, handouts, and branded giveaways, and coordinate replenishment and fulfillment as needed.<br>• Keep the internal event schedule current and accessible so stakeholders remain informed on upcoming programs and milestones.<br>• Support lead retrieval preparation and assist with post-event data cleanup, tracking, and follow-up coordination.<br>• Provide administrative event support by helping with expense reporting, budget updates, and invoice processing.
<p>Position Overview</p><p>We're seeking a Customer Service Specialist to serve as a key point of contact for customers, providing exceptional support and ensuring a positive customer experience. This role combines customer service, account support, problem resolution, and administrative coordination. The ideal candidate is a strong communicator who enjoys helping others, can navigate multiple systems simultaneously, and thrives in a fast-paced environment. This position plays an important role in maintaining customer satisfaction, strengthening client relationships, and supporting day-to-day business operations.</p><p><br></p><p>Day-to-Day Responsibilities</p><ul><li>Serve as the primary point of contact for customers via phone, email, and online inquiries.</li><li>Respond to customer questions regarding products, services, orders, billing, and account information.</li><li>Resolve customer concerns promptly while maintaining a professional and positive customer experience.</li><li>Process customer orders, requests, and account updates accurately and efficiently.</li><li>Monitor order status and communicate updates to customers.</li><li>Maintain accurate customer records and account information within company systems/ CRM.</li><li>Prepare reports and track service metrics as requested.</li><li>Build and maintain positive customer relationships through proactive communication.</li><li>Identify opportunities to improve service delivery and customer satisfaction.</li></ul>
We are looking for a Quality Compliance Specialist to join a Contract assignment supporting quality and regulatory activities in Petaluma, California. This role blends compliance coordination, administrative support, and project-based work in a hybrid environment, making it well suited for someone who is organized, proactive, and comfortable improving processes. The ideal candidate brings experience with regulated products, strong documentation habits, and the technical confidence to manage information accurately while partnering with internal teams.<br><br>Responsibilities:<br>• Coordinate day-to-day quality and compliance activities to help maintain accurate records, timely follow-up, and consistent execution of required tasks.<br>• Support coverage for a leave of absence by completing cross-training, learning current workflows, and ensuring continuity across compliance-related operations.<br>• Maintain organized documentation, track open items, and capture guidance clearly so information can be referenced without repeated follow-up.<br>• Partner with internal stakeholders to monitor regulatory and quality requirements associated with product distribution, including compliance considerations for yeast-related products.<br>• Contribute to administrative and project coordination work by managing schedules, status updates, and task ownership across multiple priorities.<br>• Identify opportunities to strengthen existing procedures and recommend practical improvements that increase consistency and efficiency.<br>• Use business systems and digital tools effectively to manage records, reporting, and workflow updates in a hybrid work setting.<br>• Serve as a reliable point of contact for compliance support, escalating issues appropriately and helping teams stay aligned with established processes.