<p><strong>About Robert Half</strong></p><p>At Robert Half, we specialize in connecting top professionals with exciting career opportunities. As part of our Full-Time Engagement Professionals (FTEP) program, you’ll have the opportunity to work on diverse and challenging projects, gain access to ongoing training, and build a rewarding, stable career — all while benefiting from full-time employment.</p><p>Join us, and help build a successful path forward for outstanding companies and skilled professionals across the globe!</p><p><strong>Role Overview</strong></p><p>We are seeking a motivated and detail-oriented <strong>Senior Accountant</strong> to join our Full-Time Engagement Professionals (FTEP) program at Robert Half. This position is ideal for mid-level talent who has strong accounting expertise and is looking for dynamic, project-based work with consistent employment benefits. In this role, you will collaborate with clients across industries to manage financial reporting processes, ensure compliance, and proactively support business goals.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare accurate monthly, quarterly, and annual financial statements in accordance with GAAP (Source: Finance Module 7).</li><li>Manage journal entries, account reconciliations, and month-end closing processes for various client engagements.</li><li>Support audits and regulatory filings, ensuring compliance with applicable laws and standards.</li><li>Maintain fixed asset schedules and depreciation calculations where required.</li><li>Analyze financial information to summarize trends and provide insights to clients (Source: Robert Half Insights).</li><li>Assist with process improvements to streamline financial operations at client companies.</li><li>Collaborate across teams to address accounting discrepancies or resolve issues.</li></ul><p><br></p>
<p>Are you a seasoned accounting leader with a passion for wine and production environments? We’re seeking a <strong>Controller</strong> to oversee the financial health of a multi-entity winery operation. This is a hands-on leadership role responsible for the full spectrum of accounting activities—from general ledger oversight to internal reporting and team management. For more information, please call Robyn: 707.387.0299</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Lead all financial reporting and month-end close processes</li><li>Prepare and analyze internal financial statements and performance reports</li><li>Maintain and improve internal controls, policies, and procedures</li><li>Manage budgeting and forecasting by department and entity</li><li>Collaborate cross-functionally with operations to ensure inventory accuracy</li><li>Supervise and mentor a high-performing accounting team</li><li>Coordinate external audits and tax filings in partnership with CPAs</li><li>Departmental budget development and variance analysis</li><li>Balance sheet reconciliations and general ledger mapping</li><li>Bank reconciliations and cash flow monitoring</li><li>Oversight of inventory accounting and operational costs</li><li>Team leadership, coaching, and performance management</li><li>Support strategic decisions through special projects and ad hoc analysis</li></ul><p><br></p>
<p>Growing boutique firm is seeking a paralegal to join their team. This role is key to our operations in the litigation industry, and involves tasks such as preparing and submitting filings, managing case schedules, maintaining case files, assisting with legal and factual research, and much more. </p><p><br></p><p>Responsibilities:</p><p>• Assist attorneys with comprehensive legal and factual research, including the preparation of case timelines and the analysis and synthesis of facts.</p><p>• Organize and manage case files, client information, and records to ensure accuracy and easy retrieval.</p><p>• Prepare and submit filings to State and Federal Courts and arbitration tribunals, adhering to all relevant guidelines and procedures.</p><p>• Provide support in all aspects of litigation, from investigations and discovery to trial preparation, including the creation and maintenance of document databases and logs, document production, and on-site trial support.</p><p>• Facilitate effective case management by maintaining organized schedules and providing timely reminders of hearings, appointments, and deadlines.</p><p>• Help in the preparation of discovery requests and responses, subpoenas, pleadings, motions, correspondence, spreadsheets, and declarations.</p><p>• Ensure accurate formatting, proofreading, cite-checking, and blue-book documentation.</p><p>• Record time in line with ABA litigation guidelines, ensuring all case-related administrative and billable duties are performed.</p><p>• Utilize skills in e-filing and e-service across multiple jurisdictions, using online file and serve portals such as PACER, CM/ECF, and File & ServeXpress.B</p>
<p>Established California law firm is seeking a Labor and Employment Attorney to join their team. As part of the labor and employment team, you will primarily be tasked with conducting workplace investigations, handling employment litigation, and providing advice and counsel duties. This role is integral to maintaining our firm's compliance with California Labor Law and other relevant employment laws.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed investigations into workplace incidents and disputes</p><p>• Handle a variety of employment litigation cases, including but not limited to discrimination, harassment, retaliation, and whistleblower claims</p><p>• Provide legal advice and counsel on matters related to FLSA and wage and hour claims, including class and collective action lawsuits</p><p>• Draft motions, pleadings, and legal memoranda with a keen eye for detail and accuracy</p><p>• Take and defend depositions in a professional and thorough manner</p><p>• Manage discovery-related activities in an organized and timely fashion</p><p>• Assist in ADA/FEHA compliance and disability accommodation matters</p><p>• Participate in labor negotiations, grievances, and arbitrations as needed</p><p>• Handle administrative hearings and appeals with precision and diligence</p><p>• Utilize skills in arbitration and 'Conduct Investigations' to ensure fair and legal workplace practices.</p>
<p>Established boutique law firm is seeking a midlevel to senior trust litigation attorney to join their firm. This firm offers a low billable requirement, a congenial work atmosphere, and established bonus structure. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>As a Trust Litigation Attorney, you will be handling a wide range of trust and estate litigation matters such as disputes over trust and estate administration, elder abuse, accounting and removal actions, breach of fiduciary duty, claims of undue influence, and contested conservatorships among others.</p><p><br></p><p>Key Duties:</p><p><br></p><p>Represent clients in court or before government agencies</p><p>Prepare and draft legal documents on behalf of clients</p><p>Advise clients on business and legal issues</p><p>Negotiate settlements for legal disputes</p><p>Comply with all legal standards and regulations</p><p>Communicate effectively with clients, colleagues and opposing counsel</p><p><br></p><p><br></p>
<p>We are looking for a detail-oriented Payroll Clerk to join our client in Concord, California. As a key member of our payroll department, you will play an essential role in ensuring accurate and timely processing of employee payments while maintaining strict confidentiality. This is a long-term contract position that requires on-site work at our corporate office.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Process bi-weekly payroll for a high volume of employees, ensuring accuracy and attention to detail in tasks such as new hires, status changes, and wage garnishments.</p><p>• Communicate payroll and benefits information effectively through the HR help desk system, collaborating with HR team members to address employee inquiries and resolve concerns.</p><p>• Provide general payroll support while fostering an organized and approachable environment for employees and colleagues.</p><p>• Collaborate with HR and Recruiting teams to manage new hires, terminations, benefits, and status updates.</p><p>• Maintain organized and accurate payroll records to ensure compliance and accessibility.</p><p>• Contribute to payroll-related projects as needed, demonstrating adaptability and problem-solving skills.</p>
<p>We are in search of a dedicated Applicants' side Workers' Compensation Attorney to join our team. This role plays a vital part in our legal industry by representing injured workers in their workers' compensation claims. The firm offers <strong>remote</strong> flexibility throughout California. </p><p><br></p><p>Responsibilities:</p><p>• Advocate for injured workers in their compensation claims</p><p>• Manage a full caseload of claims through various stages of litigation </p><p>• Use your knowledge of Workers Compensation and Civil Litigation to build strong cases</p><p>• Utilize Case Management Software and Adobe Acrobat for document management and organization </p><p>• Handle claim administration and complaint handling with detail-oriented and empathetic approach</p><p>• Employ your Spanish Translation skills when necessary to ensure clear communication with all clients </p><p>• Leverage your knowledge of Personal Injury Plaintiffs in the handling of cases</p>
Job Title: Manual Quality Assurance (QA) Tester<br><br>Job Type: Contract (40 hours per week, onsite)<br>Opportunity for Conversion: Contract may convert to full-time for the right candidate<br><br>Location: San Francisco downtown<br><br>Job Description:<br>We are seeking an experienced QA Tester to join our team as a key contributor to ensuring the quality of our internal design work execution tool. This tool is built using TypeScript and plays a critical role in supporting our organization's product development initiatives. As the sole QA professional, you will collaborate closely with a talented team of 8 engineers and report directly to the SVP of Product and Technology.<br><br>In this role, you will take charge of writing test scripts, leveraging existing test plans, and making an immediate impact by hitting the ground running. Your responsibilities will also include managing testing efforts in Jira and working with the team in an Agile Scrum environment. Daily stand-ups are held at 4 PM to ensure alignment and progress.<br><br>Key Responsibilities:<br><br>Develop and execute comprehensive test scripts to maintain the quality of the internal work execution tool.<br>Utilize existing test plans to perform manual and/or automated testing as required.<br>Act as the sole QA team member, collaborating closely with a team of 8 engineers to identify and resolve issues.<br>Report findings, test progress, and results directly to the SVP of Product and Technology.<br>Use Jira for tracking bugs, test cases, and managing tasks effectively.<br>Participate in Agile Scrum methodology, including regular stand-ups scheduled at 4 PM.<br>Ensure the software meets functional, performance, and reliability standards.<br>Contribute to continuous improvement of QA processes and frameworks.<br>Qualifications:<br><br>8+ years of QA experience demonstrating a proven ability to deliver results in fast-paced environments.<br>Strong expertise in TypeScript and experience writing test scripts using appropriate frameworks and tools.<br>Familiarity with Jira for bug tracking and task management.<br>Experience working in an Agile Scrum environment; ability to adapt to rapid iterations and collaborative workflows.<br>Ability to work onsite and commit to 40 hours per week; must be flexible and focused.<br>Excellent communication, problem-solving, and detail-oriented skills.<br>Self-motivated and proactive, capable of working independently without direct supervision.<br>Key Details:<br><br>Schedule: 40 hours per week, onsite contract role.<br>Potential Conversion: Opportunity for contract conversion to full-time for the right candidate based on performance and cultural fit.<br>Team Environment: You will work closely with 8 engineers while independently supporting QA requirements for the product team.<br>Join us and leverage your expertise to make a meaningful impact on our product’s performance, reliability, and quality.
<p>A privately held investment firm with a national footprint is seeking an experienced and detail-oriented <strong>Assistant Controller </strong>to join its finance and accounting team. The firm specializes in real estate investment, with a strong emphasis on affordable and workforce housing. With over $1 billion in assets under management and a diverse portfolio spanning multiple states, the organization is committed to delivering both financial performance and social impact.</p><p><br></p><p><strong>Position Overview:</strong></p><p><strong>The Assistant Controller </strong>will play a critical role in supporting the Corporate Controller and Chief Financial Officer, contributing to the firm’s financial reporting, compliance, and operational efficiency. This individual will collaborate closely with internal teams and external partners to ensure accurate reporting, effective cash management, and continuous improvement of financial systems and processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee quarterly reviews of fund and property-level financials, including waterfalls and asset management fees.</li><li>Ensure compliance with fund agreements and investor reporting requirements.</li><li>Support quarterly reporting to limited partners, joint venture partners, and internal stakeholders.</li><li>Assist with cash flow forecasting and liquidity planning across funds and the management company.</li><li>Collaborate with fund administrators and property managers to ensure accurate financial data and post-closing prorations.</li><li>Lead or support financial system implementations and process improvements.</li><li>Manage treasury functions, including bank account setup and cash management.</li><li>Document and enhance financial policies and procedures.</li><li>Participate in onboarding of new property managers and other operational partners.</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits.</li><li>Opportunities for professional development and career growth.</li><li>A collaborative and mission-driven work culture.</li><li>In-office work environment located in a major financial district, with a hybrid schedule (4 days in office).</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a<strong> Client Service Accounting Associate</strong> for a <strong>family office</strong>. This is a full-time, permanent role based in San Francisco with a hybrid schedule.</p><p> </p><p>The company offers a full range of services from investment management and financial planning to tax and philanthropic support while building long-term client relationships.</p><p> </p><p>This role provides a collaborative environment with mentorship and growth opportunities, excellent benefits including full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You’ll also have access to paid courses and certifications and the chance to work on meaningful, high-impact projects.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage accounts payable, coding, approvals, and high-volume payments</li><li>Handle monthly reconciliations, month-end close, and client reporting</li><li>Collaborate with vendors and estate managers to ensure smooth operations</li><li>Support quarterly accounting, cash flow analysis, trial balances, and investor reporting</li><li>Assist with philanthropic payments, budgeting, forecasting, and process improvements</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>A reputable law firm is actively seeking a dedicated and skilled Litigation Attorney to join our team. This role centers around the dynamic fields of Business Litigation, Real Estate Litigation, and Probate/Estate Planning Litigation.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle diverse litigation matters related to business disputes, real estate conflicts, and probate/estate planning issues.</li><li>Conduct comprehensive legal research and analysis to formulate strategic approaches for cases.</li><li>Draft and file pleadings, motions, and other legal documents tailored to specific litigation needs.</li><li>Represent clients effectively in negotiations, mediations, arbitrations, and court proceedings.</li><li>Collaborate closely with clients to provide legal guidance and to ensure their interests are well-represented.</li><li>Engage in thorough discovery processes, including document review, depositions, and witness interviews.</li><li>Prepare for and participate in trials, presenting compelling arguments and advocating for client interests.</li></ul><p><br></p>
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
<p>We are seeking a detail-oriented and creative <strong>Email Designer</strong> to join our marketing team. This role is responsible for transforming content documents into visually compelling and accessible HTML email layouts using <strong>Salesforce Marketing Cloud</strong>. The ideal candidate will have a strong foundation in HTML, a keen eye for design, and a solid understanding of digital accessibility standards (WCAG). You’ll collaborate closely with project managers and stakeholders to support engagement and revenue-generating campaigns, producing one email per day on average.</p><p><br></p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Design and build HTML emails using <strong>Salesforce Marketing Cloud</strong> templates.</li><li>Translate content documents into engaging email layouts while ensuring <strong>WCAG-compliant</strong> accessibility.</li><li>Suggest compelling subject lines and preheader text to optimize open rates.</li><li>Perform light photo editing using <strong>Photoshop or Illustrator</strong> as needed.</li><li>Collaborate with project managers to ensure timely delivery and alignment with campaign goals.</li><li>Manage email production workflow from design through launch, including QA and proofing via <strong>Workfront</strong>.</li><li>Support both engagement and revenue-focused email campaigns.</li><li>Maintain consistency with brand guidelines and design standards.</li><li>Utilize existing templates and recommend improvements where applicable.</li></ul>
We are looking for a highly skilled and experienced Partner to join our law firm in San Francisco, California. In this role, you will play a pivotal part in advancing the firm’s strategic objectives by leading practice areas, fostering client relationships, and driving business growth. The ideal candidate will bring exceptional legal expertise, a proven track record in leadership, and a commitment to delivering outstanding client service.<br><br>Responsibilities:<br>• Build and maintain strong client relationships by understanding their needs and delivering tailored legal solutions.<br>• Lead and expand practice areas to align with the firm’s strategic goals and objectives.<br>• Identify business development opportunities and spearhead initiatives to attract new clients and engagements.<br>• Collaborate with attorneys and staff to foster a cooperative and productive work environment.<br>• Mentor less experienced team members to support their growth and development.<br>• Oversee billing, compliance, and administrative processes to ensure efficiency and adherence to legal standards.<br>• Monitor and manage revenue streams, addressing past-due accounts and resolving payment issues.<br>• Develop and implement strategic plans to enhance the firm’s market position and client offerings.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>Venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule.</p><p><br></p><p>Join a San Francisco-based VC firm, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>**Contact <u>Michelle Espejo via LinkedIn or email</u> for immediate consideration and additional info. </strong></p>
<p>Robert Half is seeking a skilled and detail-oriented <strong>Full-Time Engagement Professional - AR Specialist</strong> to join our team. As a valued member of our unique FTEP program, you will serve as a trusted resource, supporting essential client projects and interim roles across a variety of industries. This position offers the flexibility of full-time employment with Robert Half while providing diverse opportunities to work on challenging assignments tailored to your expertise in Accounts Receivable.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and process AR transactions, including invoicing, collections, and payment reconciliation.</li><li>Analyze and resolve disputed invoices or payment discrepancies with professionalism and efficiency.</li><li>Assist with month-end closing activities and ensure accurate AR reporting.</li><li>Maintain compliance with applicable financial policies, procedures, and regulations.</li><li>Partner effectively with clients’ internal teams to ensure seamless AR processes during critical projects.</li><li>Support ad hoc AR-related projects as requested.</li></ul><p><br></p>
<p>Robert Half is recruiting Associate Attorney for a top-regarded, mid-sized personal injury law firm with a beautiful office in the East Bay. The firm is well-regarded for its commitment to its deserving clientele and the achievement of excellent results (verdicts and settlements) for them and their families.</p><p><br></p><p>The following are the qualifications for the Associate opportunity:</p><p>• 1-3+ years of civil litigation experience, preferably in a personal injury or products liability practice;</p><p>• Good range of case management experience, including intake, preparation of complaints, discovery, some taking and defending depositions (preferred, but not required), law and motion, drafting / opposing dispositive motions (e.g., MSJs/MSAs), and ideally trial preparation, mediation, and settlement negotiation experience;</p><p>• Plaintiff-side experience is preferred, but associates with defense experience are encouraged to apply if they have a proven interest in prosecuting injured workers’ / consumers’ rights;</p><p>• Persuasive legal writing and advocacy skills;</p><p>• Spanish language fluency is a big plus;</p><p>• Willing and able to travel often to meet clients, attend depositions, and make court appearances; and</p><p>• Active and in good standing with the State Bar of California.</p><p><br></p><p>Make no mistake! This is a unique opportunity with a firm that has an excellent reputation and offers an unparalleled benefits package. Our client is offering a base salary of $120,000 – 150,000+/yr., DOE, and bonus compensation. Again, the firm’s employment benefits are unbeatable! For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>We are looking for a detail-oriented Payroll Specialist to join our team in Berkeley, California. In this role, you will be responsible for ensuring accurate and timely payroll processing while maintaining compliance with company policies and regulations. This position requires a strong understanding of payroll systems and accounting functions to support the organization’s financial operations effectively.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Enters, verifies, and maintains timecard data in the payroll system.</li><li>Assists supervisors with employee timecard scheduling.</li><li>Tracks and monitors time reporting, including leave, overtime, holidays, and callouts.</li><li>Provides timecard procedure training for new and existing employees.</li><li>Reviews and audits payroll journals; corrects errors as needed.</li><li>Supports payroll verification for new hires, current, and former employees.</li><li>Helps process and distribute regular and off-cycle paychecks (e.g., meal overtime).</li><li>Generates and distributes payroll reports (manpower, employee listings, overtime, etc.) on a regular basis.</li><li>Assists with attendance tracking and absence management.</li><li>Manages fatigue reporting and maintains exception records in the database.</li><li>Updates and maintains payroll procedures manual and local pay practices documentation.</li><li>Prepares annual vacation packages, templates, and related communications.</li><li>Assists employees with expense reports and per diem requests.</li><li>Manages office supply inventory and orders as needed.</li><li>Responds to payroll-related inquiries via walk-in, phone, and email.</li><li>Performs other administrative or payroll-related duties as assigned.</li></ul>
<p>A private, multi-generational family office headquartered in San Francisco is seeking an <strong>Associate</strong> to join its <strong>Client Services Accounting</strong> team. This organization provides a comprehensive suite of services—including investment management, financial reporting, tax planning, and philanthropic support—to high-net-worth individuals and families. With a strong emphasis on long-term value, discretion, and partnership, the firm fosters a collaborative and inclusive culture where employees can make a meaningful impact.</p><p><br></p><p><strong>Position Overview:</strong></p><p>The Associate will play a key role in supporting the accounting and financial reporting needs of clients, including individuals, trusts, and LLCs. This role involves hands-on accounting operations, direct client interaction, and cross-functional collaboration with internal teams to deliver high-quality service and reporting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform core accounting functions such as journal entries, reconciliations, accounts payable, and financial statement preparation.</li><li>Collaborate with internal teams and external stakeholders to support client reporting, cash flow forecasting, and investment analysis.</li><li>Serve as a point of contact for client inquiries, vendor payments, and ad hoc reporting needs.</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits package.</li><li>Medical, dental, vision, and life insurance.</li><li>401(k) with employer match and annual contribution.</li><li>Paid parental leave, childcare stipend, and infertility benefits.</li><li>Flexible time off, paid medical leave, and generous volunteer time off.</li><li>Education assistance and access to wellness and mental health resources.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Posting: Advisor</strong></p><p>A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking an <strong>Advisor</strong> to join its San Francisco office. This is a unique opportunity to make a meaningful impact by helping clients align their wealth with their life goals. You’ll be part of a collaborative team that values purpose-driven financial planning and client service excellence.</p><p><br></p><p><strong>About the Role:</strong></p><p>As an Advisor, you will manage the day-to-day operations of client service teams, providing analytical, operational, and administrative support throughout the client lifecycle—from onboarding to long-term relationship management. You’ll serve as the first point of contact for clients, helping them navigate complex financial strategies and ensuring their financial plans reflect their values and aspirations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary contact for client communications and partner with Lead Advisors on strategic responses</li><li>Review client portfolios and identify planning opportunities across investment, tax, and estate strategies</li><li>Prepare comprehensive meeting materials including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis</li><li>Conduct advanced financial analysis on topics such as tax loss harvesting, equity compensation, and risk management</li><li>Review and approve trades and portfolio rebalances</li><li>Lead client meetings and ensure timely execution of follow-up actions</li><li>Collaborate with internal teams (Tax, Investments, Estate Planning) to deliver integrated financial solutions</li><li>Mentor team members on complex planning topics and contribute to their development</li><li>Maintain and update the Wealth Management Scorecard for each client</li><li>Manage CRM documentation and execute intra-day client requests (e.g., trades, wire transfers)</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive compensation package</li><li>Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, wellness stipends, and more</li><li>Award-winning workplace culture focused on equity, inclusion, and personal growth</li><li>Opportunities for career advancement and community involvement</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>A boutique, family-owned winery is seeking a Controller to oversee all aspects of financial operations and provide strategic financial leadership. This role is responsible for ensuring strong internal controls, accurate financial reporting, and effective inventory costing in partnership with production. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced environment where confidentiality and accuracy are key.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Lead the preparation of timely, accurate monthly financial statements.</li><li>Review and finalize monthly, quarterly, and annual reporting packages in full compliance with GAAP.</li><li>Develop and maintain cash flow forecasts to guide business decisions.</li><li>Consolidate financial results across multiple entities.</li><li>Oversee account reconciliations and ensure accuracy across all ledgers.</li><li>Manage select California and TTB compliance reporting, and coordinate with outside consultants as needed.</li><li>Supervise, mentor, and inspire a small accounting team.</li><li>Manage banking relationships, reporting, and compliance requirements.</li><li>Implement and refine processes to strengthen internal controls.</li><li>Interpret and analyze complex financial data to provide insights and recommendations for improved profitability.</li><li>Direct annual financial statement reviews and coordinate tax preparation.</li><li>Take ownership of special projects that support the winery’s growth and efficiency.</li></ul><p><br></p><p><br></p>
<p><strong>Job Summary:</strong></p><p>We are seeking a highly skilled <strong>Senior Accountant</strong> to join our growing team. This position will play a critical role in managing financial reporting functions, with a focus on providing accurate, timely, and insightful reporting and analysis to support decision-making in a dynamic, private equity-owned environment. The ideal candidate should have a strong foundation in financial reporting, technical accounting, and an analytical mindset to contribute to the company's strategic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting & Analysis:</strong></li></ol><ul><li>Prepare, review, and analyze monthly, quarterly, and annual financial statements in compliance with GAAP.</li><li>Develop and maintain reporting packages for management, private equity stakeholders, and lenders, ensuring accuracy and timeliness.</li></ul><ol><li><strong>Technical Accounting:</strong></li></ol><ul><li>Research and apply relevant accounting principles to address complex accounting issues, including revenue recognition, consolidation, lease accounting, and purchase accounting.</li><li>Stay up to date on emerging accounting standards and implement required changes appropriately.</li></ul><ol><li><strong>Process Improvement:</strong></li></ol><ul><li>Drive process improvement initiatives for financial close and reporting to ensure efficiency and effectiveness.</li><li>Leverage technology, such as ERP systems and Excel, to enhance reporting accuracy and minimize manual effort.</li></ul><ol><li><strong>Collaboration & Stakeholder Communication:</strong></li></ol><ul><li>Partner with cross-functional teams, including operations, FP& A, and tax, to ensure consistency and alignment of financial data.</li><li>Act as a key liaison with external auditors, ensuring audit coordination and successful outcomes.</li></ul><ol><li><strong>Data Analysis & Insights:</strong></li></ol><ul><li>Perform variance analysis to explain differences between actual results, forecasts, and budgets, providing recommendations for optimization.</li><li>Assist executive leadership and private equity stakeholders with ad hoc financial analysis and modeling.</li></ul><ol><li><strong>Compliance Oversight:</strong></li></ol><ul><li>Ensure compliance with internal controls, SOX standards, and other regulatory or contractual financial requirements.</li><li>Support the development and documentation of accounting policies and procedures.</li></ul><p><br></p><p><strong>What We Offer:</strong></p><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development, including training and upskilling programs.</li><li>A collaborative and fast-paced work environment.</li><li><strong>Location:</strong> Hybrid.</li></ul>
We are looking for a dedicated Bookkeeper to join our team in Oakland, California. This is a Contract-to-Permanent position that requires a hands-on approach to managing financial records and supporting daily business operations. The ideal candidate will thrive in a small business environment and possess a strong combination of bookkeeping expertise and organizational skills.<br><br>Responsibilities:<br>• Prepare and organize financial data to support an offsite bookkeeping and accounting team.<br>• Oversee accounts payable and receivable processes, ensuring timely and accurate transactions.<br>• Reconcile invoices and verify payroll and vendor payments for accuracy.<br>• Track and balance cash and credit transactions, ensuring smooth daily close-out procedures.<br>• Assist with inventory control and operational tasks to support business needs.<br>• Maintain and uphold office procedures, ensuring efficiency in daily operations.<br>• Coordinate and manage vendor services, including scheduling necessary maintenance or repairs.<br>• Collaborate with team members to ensure seamless communication and workflow.<br>• Provide administrative support to ensure the smooth running of the office.
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
We are looking for an experienced Tax Staff member to join our team in Walnut Creek, California. This role involves preparing and reviewing diverse tax returns, conducting research on tax regulations, and collaborating with clients to provide exceptional tax-related services. The ideal candidate demonstrates strong technical expertise, organizational skills, and a commitment to delivering high-quality work.<br><br>Responsibilities:<br>• Prepare and review tax returns for individuals, corporations, partnerships, trusts, and exempt organizations.<br>• Conduct tax planning and perform in-depth research on tax laws, regulations, and specific issues.<br>• Manage multiple client engagements, ensuring deadlines are consistently met.<br>• Communicate directly with clients and regulatory agencies to address tax-related inquiries and concerns.<br>• Apply a comprehensive understanding of the tax return preparation and review process.<br>• Stay updated on industry knowledge by participating in relevant educational opportunities.<br>• Collaborate with team members to ensure accuracy and efficiency in all tax-related tasks.<br>• Assist clients with navigating complex tax matters and provide tailored solutions.<br>• Utilize advanced tax software such as CCH ProSystem Fx and Lacerte for efficient tax preparation.
