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8 results for Senior Consultant in Santa Rosa, CA

Senior Attorney / Counsel
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 180000 - 210000 USD / Yearly
  • <p>Mid-sized law firm looking to hire a Senior Associate/ Counsel. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough investigations and evaluations of potential legal claims.</p><p>• Draft and review legal documents such as complaints, briefs, and memoranda.</p><p>• Lead discovery processes, including managing document reviews and conducting depositions.</p><p>• Prepare for and actively participate in trials, ensuring strategic representation of clients.</p><p>• Negotiate settlements and collaborate on case resolutions in complex litigation matters.</p><p>• Supervise eDiscovery efforts and ensure compliance with legal standards.</p><p>• Coordinate with internal teams and external stakeholders to manage case progress.</p><p>• Stay informed on legal precedents and industry developments to strengthen case strategies.</p><p>• Contribute to the firm&#39;s mission-driven initiatives through innovative problem-solving.</p>
  • 2026-07-31T00:00:00Z
Senior Attorney or Partner
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 270000 USD / Yearly
  • <p>We are looking for an experienced Senior Attorney or Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.</p><p>• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.</p><p>• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.</p><p>• Conduct legal research and provide strategic advice to clients and the firm.</p><p>• Mentor and supervise associates, fostering growth and ensuring effective case management.</p><p>• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.</p><p>• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.</p><p>• Assist with transactional work, including drafting and reviewing contracts and other documentation.</p><p>• Contribute to administrative functions and support the overall operations of the firm.</p>
  • 2026-07-24T00:00:00Z
Senior Attorney/Lawyer
  • San Francisco, CA
  • remote
  • Permanent / Full Time
  • 190000 - 260000 USD / Yearly
  • We are looking for an experienced Senior Attorney to join our dynamic family law firm in San Francisco, California. This role offers the opportunity to handle complex and high-stakes cases while contributing to the firm&#39;s growth and reputation for excellence. If you are an experienced legal expert seeking a collaborative environment that values your expertise and provides a flexible structure, this position may be the ideal fit for you.<br><br>Responsibilities:<br>• Represent clients in high-stakes family law cases, including court appearances in the Bay Area.<br>• Draft and review legal motions, briefs, and other documentation with precision and attention to detail.<br>• Manage discovery processes, ensuring thorough preparation and compliance with legal protocols.<br>• Provide strategic advice and counsel to clients, addressing their unique needs with compassion and attention to detail.<br>• Collaborate with colleagues to refine legal templates and enhance operational systems for improved efficiency.<br>• Maintain a proactive approach to case management, advancing matters effectively and meeting deadlines.<br>• Participate in firm-wide initiatives aimed at client growth and business development.<br>• Uphold ethical standards and contribute to the firm&#39;s reputation for delivering exceptional legal services.<br>• Mentor entry-level attorneys to foster growth and development within the team.<br>• Ensure compliance with all relevant laws and regulations while representing clients.
  • 2026-07-24T00:00:00Z
Senior Accountant
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>We are seeking a Senior Accountant to support month-end close, financial reporting, audit preparation, and complex general ledger activities for a San Francisco organization. This hybrid contract role requires someone who can quickly assess accounting issues and work independently with limited direction.</p><p><strong>Responsibilities</strong></p><ul><li>Lead assigned portions of the monthly, quarterly, and year-end close.</li><li>Prepare and review journal entries, accruals, and account reconciliations.</li><li>Analyze financial results and investigate material variances.</li><li>Maintain supporting schedules for prepaid expenses, fixed assets, and accruals.</li><li>Assist with financial statement preparation and management reporting.</li><li>Support external audits by preparing schedules and responding to requests.</li><li>Review accounting transactions for accuracy and GAAP compliance.</li><li>Document accounting procedures and strengthen internal controls.</li><li>Identify and implement improvements to close and reconciliation processes.</li><li>Provide guidance and review support to junior accounting staff.</li></ul><p><br></p>
  • 2026-08-13T00:00:00Z
Senior Wealth Analyst – High-Impact Role with Direct Client
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 115000 - 145000 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Senior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco.</strong></p><p><br></p><p>If you&#39;re a Wealth Analyst who wants to move beyond simply preparing reports and actually get closer to <strong>portfolio management, financial planning, investment management, and clients</strong>, this could be a great next step.</p><p><br></p><p>&#128176; <strong>$115K–$145K base + up to 20% bonus + profit sharing</strong></p><p>&#128205; <strong>San Francisco Financial District</strong></p><p>&#127970; <strong>Hybrid – 2 days/week in office</strong></p><p><br></p><p><br></p><p>&#128640; Why This Role Stands Out</p><p>You&#39;ll work directly alongside <strong>Wealth Managers</strong> and gain exposure across the full wealth management process—not just one narrow piece of it.</p><p>Your work will include:</p><p>&#128202; Portfolio management &amp; analysis</p><p>&#128200; Investment management</p><p>&#129518; Financial planning &amp; modeling</p><p>&#128203; Quarterly portfolio reviews</p><p>&#129309; Preparing materials for client meetings</p><p>&#128161; Supporting Wealth Managers with high-level client strategies</p><p><br></p><p>And importantly, <strong>this is a role with a path forward.</strong></p><p><br></p><p>The team structure provides a clear progression from <strong>Wealth Analyst → Senior Wealth Analyst → Wealth Advisor → Wealth Manager.</strong></p>
  • 2026-08-17T00:00:00Z
Senior Tax Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 125000 USD / Yearly
  • <p><strong>Natalie Lue, Robert Half is recruiting a Senior Tax Accountant to join a boutique public accounting firm. This role offers the opportunity to work on a variety of accounting, financial reporting, tax compliance, and client advisory-related projects while collaborating with internal and external stakeholders.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review financial and compliance-related documentation.</li><li>Prepare and review a variety of tax returns while ensuring compliance with applicable regulations.</li><li>Assist with tax planning, projections, and other financial analyses.</li><li>Provide accounting and advisory support to a diverse client base.</li><li>Analyze financial information and provide recommendations to support business decisions.</li><li>Assist with planning, forecasting, and reporting activities.</li><li>Research and resolve accounting and regulatory matters.</li><li>Support client and stakeholder communications as needed.</li><li>Participate in financial reporting and related projects.</li><li>Review work prepared by junior team members and provide guidance as appropriate.</li><li>Maintain accurate documentation and ensure adherence to established processes and standards.</li></ul>
  • 2026-08-14T00:00:00Z
Senior Client Service Associate
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 98000 - 131000 USD / Yearly
  • <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&#39;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>
  • 2026-08-07T00:00:00Z
DocuSign Consultant
  • Martinez, CA
  • onsite
  • Temporary / Contract
  • 60 - 70 USD / Hourly
  • <p>Robert Half is seeking an experienced DocuSign Consultant to support our client&#39;s Enterprise Applications team. This DocuSign Consultant will partner directly with the IT departments—to modernize and automate business processes using the DocuSign platform.</p><p><br></p><p>This is an excellent opportunity for a DocuSign Consultant who enjoys working directly with business stakeholders, gathering requirements, designing workflow solutions, and delivering end-to-end DocuSign implementations. The ideal DocuSign Consultant is both technically proficient and customer-focused, with the ability to independently manage multiple projects from discovery through production deployment. The DocuSign Consultant role is a Part Time role - about 20 hours a week and is an onsite role out of Martiniez.</p><p><br></p><p><br></p><p>Responsibilities</p><ul><li>Lead customer engagements from requirements gathering through solution delivery.</li><li>Analyze and document current-state business processes and recommend workflow improvements.</li><li>Design, configure, and implement DocuSign eSignature workflows, templates, routing, and automation.</li><li>Collaborate with business stakeholders to translate operational needs into scalable digital solutions.</li><li>Develop business requirements, process flows, technical documentation, and end-user training materials.</li><li>Support user acceptance testing (UAT), validation, and production deployments.</li><li>Migrate DocuSign solutions from sandbox to production environments.</li><li>Assist with DocuSign integrations with enterprise applications using APIs and other integration technologies.</li><li>Manage multiple concurrent projects while maintaining strong communication with business partners.</li><li>Provide post-implementation support and assist with user adoption.</li></ul><p><br></p><p><br></p>
  • 2026-08-11T00:00:00Z