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501 results in Sonoma, CA
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 140000 - 160000 USD / Yearly
- <p>We are looking for a dedicated and skilled Trust Litigation Attorney to join an established trusts and estates practice. In this role, you will handle a variety of estate-related disputes, including trust and probate litigation, contested wills, and conservatorship matters. This position offers a unique opportunity to provide strategic legal counsel, advocate for clients, and contribute to achieving favorable outcomes in complex cases. 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>• Represent clients in estate-related litigation, including disputes involving trusts, wills, and conservatorships.</p><p>• Develop and implement case strategies tailored to estate planning conflicts, fiduciary disputes, and elder law matters.</p><p>• Draft and file legal documents such as motions, pleadings, discovery requests, and briefs for estate litigation.</p><p>• Conduct depositions, interview witnesses, and prepare expert testimony for court proceedings.</p><p>• Advocate for clients in courtroom trials, mediation sessions, and settlement negotiations.</p><p>• Collaborate with executors, trustees, beneficiaries, and family members to navigate probate and conservatorship processes.</p><p>• Monitor compliance with relevant estate planning, probate, and conservatorship laws and regulations.</p><p>• Provide clear and strategic legal advice to clients throughout the litigation process.</p>
- 2026-11-12T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 24.7 - 28.6 USD / Hourly
- <p>We are seeking a <strong>Part-Time Office Assistant</strong> to support daily administrative operations and assist with special organization projects within the office. This role is ideal for someone who enjoys creating order, taking ownership of projects, and supporting a collaborative professional environment.</p><p>The primary focus will be a combination of general office support and hands-on management of the firm's materials and resource library, helping maintain an organized, functional, and efficient workspace.</p><p><strong>Key Responsibilities</strong></p><p><strong>Administrative Support</strong></p><ul><li>Provide general office and administrative assistance to staff</li><li>Assist with filing, scanning, data entry, and document organization</li><li>Support office operations and day-to-day administrative tasks</li><li>Maintain common areas and assist with office organization initiatives</li><li>Coordinate and organize office materials, supplies, and resources</li></ul><p><strong>Resource Library & Special Projects</strong></p><ul><li><strong>Organize, catalog, and maintain the firm's materials and resource library</strong></li><li>Purge outdated or duplicate materials and files</li><li>Assist with inventorying and labeling resources</li><li>Develop and maintain organizational systems for materials and sample storage</li><li>Take ownership of special office organization projects from start to finish</li><li>Help improve overall functionality and efficiency of the workspace</li></ul>
- 2026-10-21T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 80000 - 120000 USD / Yearly
- <p>We are looking for an experienced Legal Assistant/Paralegal to support a small practice in the East Bay. This role combines substantive paralegal work with legal administrative and office coordination responsibilities in a firm focused on real estate, construction, and business disputes. The ideal candidate brings strong judgment, advanced organizational skills, and confidence using legal technology in a fast-paced civil litigation environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage case documents from intake through trial, including organizing, reviewing, and analyzing records for active civil litigation matters.</p><p>• Prepare discovery materials and assist with drafting pleadings, motions, and other case-related documents as needed.</p><p>• Conduct legal research using platforms such as Westlaw and other technology tools to support attorneys in case strategy and preparation.</p><p>• Evaluate and screen prospective client inquiries, gathering key information and helping determine next steps for attorney review.</p><p>• Coordinate trial preparation by assembling exhibits, binders, and other materials required for hearings, depositions, and trial.</p><p>• Handle civil court filings, arrange service of documents, and ensure submissions meet court rules and deadlines.</p><p>• Maintain calendars and scheduling for litigation events, client meetings, and court-related obligations.</p><p>• Build and maintain organized electronic and administrative files, while also supporting office operations, recordkeeping, and supply management.</p><p>• Assist with accounts payable and accounts receivable tasks to help keep daily firm operations running smoothly.</p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 220000 - 240000 USD / Yearly
- We are looking for an accomplished finance leader to guide financial strategy and oversee core accounting operations for a mission-driven nonprofit in San Francisco, California. This role will lead budgeting, reporting, forecasting, and compliance activities while providing clear financial insight to support organizational decision-making. The ideal candidate brings strong nonprofit finance expertise, sound judgment, and the ability to strengthen financial processes in a dynamic environment.<br><br>Responsibilities:<br>• Direct the organization’s financial planning activities, including development of the annual budget and ongoing forecast updates.<br>• Oversee month-end close procedures to ensure timely, accurate financial statements and supporting reconciliations.<br>• Produce and present financial reports that translate complex data into meaningful insights for leadership and key stakeholders.<br>• Manage cash flow planning by monitoring liquidity, projecting funding needs, and supporting responsible resource allocation.<br>• Lead financial oversight of government grants, including budgeting, tracking expenditures, and maintaining compliance with award requirements.<br>• Coordinate annual audit activities by preparing documentation, responding to auditor requests, and strengthening internal controls.<br>• Evaluate and improve budgeting and accounting processes to support accuracy, efficiency, and transparency across the finance function.<br>• Partner with senior leadership on strategic financial decisions, risk management, and long-range planning initiatives.<br>• Support the effective use of accounting software systems to maintain reliable financial records and reporting capabilities.
- 2026-11-04T00:00:00Z
- Oakland, CA
- onsite
- Temporary to Hire
- 30 - 33 USD / Hourly
- <p>We are looking for a detail-oriented Bookkeeper to join a growing team in Oakland, California. </p><p><br></p><p>This contract position offers the potential for a permanent role, is fully onsite, and provides the opportunity to support day-to-day accounting operations across receivables, payables, payroll assistance, and general ledger activities.</p><p><br></p><p>The ideal candidate brings a solid accounting background, strong organizational skills, and the ability to manage multiple priorities with accuracy and professionalism.</p><p><br></p><p>Responsibilities:</p><p>• Manage customer billing activities, record incoming payments, prepare deposits, and follow up on outstanding balances to support healthy cash flow.</p><p>• Oversee accounts payable tasks by coding invoices, processing approved payments, maintaining vendor records, and reconciling supplier statements.</p><p>• Administer employee expense reporting, company card reconciliations, wire transactions, and other disbursement-related accounting entries.</p><p>• Provide payroll support by reviewing time records, coordinating corrections with managers, and assisting with payroll-related reporting and employee inquiries.</p><p>• Prepare journal entries, maintain general ledger accuracy, and complete reconciliations for bank accounts and other balance sheet items.</p><p>• Support monthly and quarterly close activities, including trial balance preparation, expense review, and tracking of capital purchases and fixed assets.</p><p>• Complete required tax and regulatory filings such as sales tax, property tax, and year-end reporting documents in a timely manner.</p><p>• Partner with internal teams and customers to set up accounts, resolve billing issues, reconcile payment portal activity, and issue account statements.</p>
- 2026-11-12T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000 - 100000 USD / Yearly
- We are looking for an Accounts Receivable Specialist to join our team in San Ramon, California. This permanent, on-site position supports the complete receivables cycle, from invoice creation through payment posting and collections follow-up. The ideal candidate brings strong business-to-business receivables experience, a sharp eye for detail, and the ability to work across finance, operations, and sales to keep accounts accurate and cash flow on track.<br><br>Responsibilities:<br>• Generate customer invoices using contract terms, service milestones, and delivery timelines to ensure timely and accurate billing.<br>• Maintain account records in NetSuite, including customer details, payment terms, tax settings, and supporting documentation.<br>• Post and reconcile incoming payments received through ACH, wire transfers, checks, and credit cards, while investigating unapplied or mismatched transactions.<br>• Manage past-due accounts by reviewing aging activity, sending follow-ups, escalating issues when needed, and helping drive resolution of outstanding balances.<br>• Partner with internal teams and customers to research billing discrepancies, issue adjustments or credit memos, and resolve disputes efficiently.<br>• Perform accounts receivable reconciliations against the general ledger and provide support for month-end close activities and audit requests.<br>• Review credit-related information, contribute recommendations on payment terms, and assist with decisions involving payment plans, credit holds, or write-offs.<br>• Prepare recurring reporting on receivables status, collection progress, and cash expectations, while identifying accounts that may present payment risk.<br>• Help improve efficiency by supporting automation of invoicing, reminders, collection workflows, and electronic payment adoption.<br>• Use available technology and process improvement tools to strengthen cash application accuracy, streamline dispute handling, and enhance customer communication.
- 2026-11-09T00:00:00Z
- Little Rock, AR
- remote
- Temporary / Contract
- 18 - 26 USD / Hourly
- <p>A Healthcare Company is in the immediate need of a remote<strong> Medical Scheduler</strong> with EPIC Software experience. The Remote Medical Scheduler will help patients access timely radiology and oncology services by coordinating appointments with accuracy, professionalism, and empathy. The Remote Medical Scheduler must have insurance verification and or authorization experience. The right person for this role MUST have EPIC experience.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>• Coordinate new, follow-up, and revised appointments for radiology and oncology services to support efficient patient access to care.</p><p>• Arrange diagnostic visits for procedures such as CT scans, MRI exams, X-rays, ultrasounds, and related imaging services.</p><p>• Organize oncology-related bookings for consultations, return visits, and treatment appointments while maintaining clear scheduling priorities.</p><p>• Review patient records to confirm demographic details, insurance coverage, referral documentation, and required authorizations before finalizing visits.</p><p>• Update scheduling systems with accurate appointment information, patient data, and relevant notes to maintain reliable records.</p><p>• Assist the team during the electronic medical record transition by adjusting to updated workflows and scheduling practices.</p><p>• Resolve calendar conflicts and appointment issues promptly to ensure patients are placed in the appropriate time slots and departments.</p><p>• Communicate with patients in a courteous and compassionate manner, especially when coordinating sensitive or urgent healthcare appointments.</p><p>• Partner with physicians, clinical teams, and support departments to promote smooth patient flow and coordinated care delivery.</p><p><strong>** EPIC SOFTWARE**</strong></p><p><br></p><p><strong>Benefits:</strong> Health, Dental, Vision, 401k, and Sick Time Off. </p>
- 2026-11-14T00:00:00Z
- Concord, CA
- onsite
- Permanent / Full Time
- 100000 - 130000 USD / Yearly
- <p>We are looking for an experienced Accounts Payable Supervisor/Manager to join a construction-focused organization in Concord, California. This role is suited for someone who is detail oriented and can oversee payment operations while also supporting contract-related review, compliance, and claims coordination. The ideal candidate brings leadership experience, strong business judgment, and the ability to manage detailed financial and contractual matters in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead contract administration, ensuring efficient operations and policy compliance.</li><li>Oversee contract drafting, negotiation, execution, and record management.</li><li>Evaluate and resolve claims, including insurance and liability matters.</li><li>Handle investigations, claim documentation, and risk mitigation efforts.</li><li>Manage liens, payment notices, licensing, permits, and compliance requirements.</li><li>Coordinate with insurers, legal counsel, and internal teams on contracts and claims.</li><li>Maintain contract and insurance tracking systems while improving processes and tools.</li></ul><p><br></p>
- 2026-10-29T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- <p>We are seeking an Account Manager to build and maintain strong client relationships, support customer satisfaction, and identify opportunities to grow accounts.</p><p><strong>Responsibilities</strong></p><ul><li>Serve as the primary point of contact for assigned client accounts</li><li>Build long-term relationships and maintain regular client communication</li><li>Understand client needs and recommend appropriate solutions</li><li>Coordinate with internal teams to ensure timely delivery of services</li><li>Monitor account performance and resolve issues proactively</li><li>Identify upsell, cross-sell, and renewal opportunities</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 30.4 - 35.2 USD / Hourly
- We are looking for a Housing Assistant Rep I to support administrative operations for a property-focused department in Oakland, California. This Contract position is ideal for someone who can manage multiple priorities, handle sensitive information with discretion, and provide dependable support to leadership. The role combines clerical coordination, reporting, scheduling, and program support in a fast-paced environment.<br><br>Responsibilities:<br>• Provide day-to-day administrative support to department leadership by organizing workflow, responding to inquiries, and directing matters to the appropriate contacts.<br>• Prepare a range of written materials, including correspondence, procedural documents, summaries, and formal reports for internal use.<br>• Coordinate calendars, schedule appointments, and help manage meetings and time-sensitive departmental activities.<br>• Research assigned issues, gather relevant information, and develop administrative reports or study findings to support decision-making.<br>• Explain established housing or agency procedures to staff, residents, and external partners in a clear and effective manner.<br>• Review operational practices, identify process improvement opportunities, and assist with the implementation of updated procedures when needed.<br>• Analyze departmental data independently and create reports that support planning, compliance, and operational tracking.<br>• Support budget-related tasks, attendance record monitoring, payroll-related administrative processing, and documentation associated with claims.<br>• Maintain organized and confidential files while ensuring records are accurate, current, and easily accessible to authorized personnel.
- 2026-11-11T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 25 - 29 USD / Hourly
- <p><strong>HR Assistant</strong></p><p><strong>Brief Job Description</strong></p><p>We are hiring an HR Assistant to provide administrative support to the HR team and help ensure smooth execution of core human resources processes.</p><p><strong>Responsibilities</strong></p><ul><li>Maintain employee files and update HR records</li><li>Assist with onboarding documents and orientation scheduling</li><li>Support benefits enrollment and payroll-related administration</li><li>Answer basic employee questions and route inquiries appropriately</li><li>Help schedule interviews, meetings, and training sessions</li><li>Prepare reports, correspondence, and HR forms</li></ul>
- 2026-11-06T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 26 - 28 USD / Hourly
- <p><strong>Assistant Property Manager</strong></p><p><strong>Brief Job Description</strong></p><p>We are hiring an Assistant Property Manager to support daily property operations, tenant relations, leasing activities, and administrative functions.</p><p><strong>Responsibilities</strong></p><ul><li>Assist with day-to-day management of residential or commercial properties</li><li>Respond to tenant inquiries and help resolve service issues</li><li>Support rent collection, lease administration, and renewals</li><li>Coordinate maintenance requests with vendors and staff</li><li>Maintain accurate tenant and property records</li><li>Assist with inspections, move-ins, and move-outs</li></ul>
- 2026-11-06T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 160000 - 180000 USD / Yearly
- We are looking for an experienced Controller to lead accounting operations for a property-focused organization in Walnut Creek, California. This role is responsible for maintaining accurate financial records, strengthening reporting processes, and guiding the accounting team through complex deadlines and priorities. The ideal candidate brings deep accounting leadership experience, strong analytical judgment, and the ability to work effectively with a wide range of internal stakeholders.<br><br>Responsibilities:<br>• Oversee daily accounting activities and ensure financial records, reconciliations, and supporting documentation are completed accurately and on schedule.<br>• Prepare and review monthly, quarterly, and annual financial statements, delivering clear reporting that supports business decisions.<br>• Direct and mentor accounting staff, assigning work, monitoring performance, and promoting consistent adherence to internal controls.<br>• Manage property management accounting functions, including maintenance of financial data within relevant accounting platforms and related reporting tools.<br>• Coordinate audits, tax-related reporting, and compliance activities by organizing required records and responding to requests in a timely manner.<br>• Analyze financial results, identify variances or trends, and recommend corrective actions to improve accuracy and operational performance.<br>• Establish priorities across multiple deadlines, allocate resources effectively, and ensure critical deliverables are completed without delay.<br>• Partner with cross-functional teams to support documentation workflows, financial record retention, and process improvements tied to accounting operations.
- 2026-11-09T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 27 - 29 USD / Hourly
- <p>We are seeking a Case Manager to coordinate services, support clients, and help ensure timely and effective case resolution.</p><p><strong>Responsibilities</strong></p><ul><li>Assess client needs and develop service plans</li><li>Coordinate referrals, resources, and follow-up care or services</li><li>Maintain accurate case files and documentation</li><li>Monitor client progress and update plans as needed</li><li>Communicate with clients, families, and service providers</li><li>Ensure compliance with organizational and regulatory requirements</li></ul>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 95000 - 200000 USD / Yearly
- <p>We are looking for an experienced Business Immigration Attorney for a law firm based in San Francisco, CA. This position is REMOTE, but candidates must be local to the Bay Area and have the ability to come into the office on occasion as needed. </p><p><br></p><p>Responsibilities:</p><p>• Handle a diverse caseload of employment-based immigration matters, including nonimmigrant and immigrant visa petitions for business clients.</p><p>• Counsel employers and human resources teams on case strategy, filing timelines, eligibility considerations, and required supporting documents.</p><p>• Draft, analyze, and finalize petitions, applications, legal support letters, and related evidence with a high standard of accuracy.</p><p>• Represent organizations in business immigration matters, including compliance-related issues and interactions connected to government proceedings.</p><p>• Perform legal research and communicate with government agencies to clarify requirements and advance case progress.</p><p>• Partner with senior attorneys and colleagues on shared client matters to develop sound legal approaches and consistent service delivery.</p><p>• Guide and support legal staff in case preparation, document review, and client communication best practices.</p><p>• Contribute to internal knowledge resources, template development, website content, and continuous improvement efforts across the practice.</p><p>• Maintain quality control across active matters to promote consistency, precision, and dependable client outcomes.</p>
- 2026-11-10T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 150000 USD / Yearly
- <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>Hedge Fund, Senior Fund Accounting Manager | San Francisco; Hybrid - 1 Day Onsite</strong></p><p> </p><p>Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.</p><p>Great opportunity to deepen your hedge fund experience in a <strong>flexible, very hybrid environment </strong>with strong PTO and long-term stability.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-05T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 80000 - 110000 USD / Yearly
- <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>Hedge Fund Senior Fund Accountant | San Francisco; Hybrid - 1 Day Onsite</strong></p><p> </p><p>Join a specialized outsourced CFO firm supporting hedge funds, private equity, venture capital, and private credit. Gain broad exposure to sophisticated investment strategies, fund structures, and multiple clients while working closely with investment professionals.</p><p>Great opportunity to deepen your hedge fund experience in a <strong>flexible, very hybrid environment </strong>with strong PTO and long-term stability.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support accounting and operations across alternative investment clients</li><li>Reconcile investment activity, including equities, options, FX, and derivatives</li><li>Support NAVs, investor allocations, waterfalls, and capital activity</li><li>Prepare performance and risk reporting</li><li>Support valuations, treasury, expenses, audits, and tax</li><li>Partner with portfolio managers, counterparties, and service providers</li><li>Assist with special projects and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 35 - 35 USD / Hourly
- We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month contract opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter. <br> Key Responsibilities Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance. Evaluate investigative findings and determine whether cases warrant escalation or additional review. Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings. Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks. Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures. Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner. Provide feedback and guidance to investigators to improve case quality and consistency. Support audit, regulatory, and compliance requests related to AML investigations and reporting. ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# Sr. Investigator Analyst **
- 2026-11-10T00:00:00Z
- Larkspur, CA
- onsite
- Permanent / Full Time
- 135000 - 155000 USD / Yearly
- <p>We are looking for a Revenue Manager to turn pricing, promotional, customer, and financial information into practical strategies that support stronger top-line performance and healthier margins. Based in Larkspur, California, this role partners closely with finance, sales, marketing, and insights teams to improve commercial planning and decision quality. The position blends strategic evaluation with day-to-day ownership of revenue processes, analytics, and governance that help the business scale with consistency and discipline.</p><p><br></p><p>Responsibilities:</p><p>• Analyze net sales, trade investment, and gross-to-net performance across customers, brands, channels, and promotional programs to uncover risks and growth opportunities.</p><p>• Partner with commercial teams during recurring trade spend reviews, highlighting forecast gaps, performance trends, and actions that improve return on investment.</p><p>• Create and maintain standards for trade planning, spending categories, approval controls, and measurement practices to support stronger financial discipline.</p><p>• Assess customer funding structures and recommend where investments should be optimized, shifted, or reduced to improve profitable growth.</p><p>• Develop pricing and price-pack recommendations by weighing consumer demand, retailer economics, competitive dynamics, margin targets, and share goals.</p><p>• Build scenario models that guide decisions related to pricing, assortment, distribution, promotional strategy, mix, and customer investments.</p><p>• Measure promotional performance across brands, customers, categories, and event types, then identify low-yield activities and propose stronger alternatives.</p><p>• Lead the business-side administration of the trade promotion management platform, including governance, user access, master data, workflows, training, testing, and post-launch adoption.</p><p>• Combine retailer, syndicated, internal financial, and promotional data into dashboards, reporting, and business cases that support timely commercial decisions.</p><p>• Develop repeatable tools, frameworks, and planning approaches while influencing cross-functional partners with clear analysis and sound commercial judgment.Larkspur</p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 60 - 65 USD / Hourly
- <p>We are looking for a Copywriter to shape effective investor communications and thought leadership materials for a growing B2B tech company. This Long-term Contract position is ideal for a strong writer who can turn complex technical and business topics into clear, credible content for executive and investor audiences. The role works closely with internal leaders and business partners to develop messaging that is concise, accurate, and aligned with the company’s voice.</p><p><br></p><p>Responsibilities:</p><p>• Partner with executives, account-focused teams, and other internal stakeholders to gather background information and craft messaging suited to specific investor audiences.</p><p>• Produce post-event written materials such as recap summaries, insight-driven newsletters, and follow-up content that reinforces key themes and outcomes.</p><p>• Translate technical conversations, engineering developments, research topics, and industry trends into accessible written communications for business-facing readers.</p><p>• Refine drafts through multiple review rounds, incorporating feedback to improve clarity, consistency, and factual accuracy.</p><p>• Create thought leadership content that strengthens the company’s market perspective and communicates expertise in a clear and thoughtful tone.</p><p>• Balance several content requests at once while maintaining deadlines, quality standards, and alignment with brand voice.</p>
- 2026-11-11T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 24 - 24 USD / Hourly
- We are looking for a Customer Service Representative to support customers through clear, thoughtful service and accurate application guidance in San Francisco, California. This is a Contract position suited for someone who stays composed on calls, provides complete information, and helps customers move forward without feeling pressured. The ideal candidate brings a strong customer-first approach, dependable availability, and the ability to handle a steady call queue with professionalism.<br><br>Responsibilities:<br>• Assist customers by phone with questions, applications, and service-related concerns while creating a supportive and reassuring experience.<br>• Provide accurate information and ensure forms are completed thoroughly to improve quality and reduce the need for follow-up.<br>• Manage inbound and outbound call activity efficiently, maintaining consistent queue coverage during scheduled working hours.<br>• Enter order and customer information carefully into internal systems, keeping records organized and up to date.<br>• Monitor open or incomplete applications and take timely action to help prevent delays in processing.<br>• Respond constructively to coaching and performance feedback, adjusting approach as needed to improve service outcomes.
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 33.25 - 38.5 USD / Hourly
- We are looking for an experienced Executive Assistant to join a team in San Francisco, California on a Contract basis. This position supports a group of leaders and contributes to the smooth coordination of schedules, travel, and daily administrative needs across a fast-moving environment. The ideal candidate is highly organized, comfortable managing shifting priorities, and confident working with multiple stakeholders while maintaining excellent attention to detail.<br><br>Responsibilities:<br>• Manage intricate calendars and arrange meetings across competing priorities, ensuring leaders are prepared and schedules run efficiently.<br>• Organize domestic and international travel plans, including itinerary coordination and logistics across multiple time zones.<br>• Provide administrative support to a team of seven professionals, balancing requests and adjusting to changing business needs.<br>• Partner with colleagues across the broader team to maintain strong communication and effective day-to-day coordination.<br>• Step in to provide coverage during planned absences, helping preserve consistent executive support across the group.<br>• Coordinate meal arrangements such as team lunches and handle limited office support activities as needed.<br>• Support executive meetings by confirming logistics, aligning schedules, and helping key sessions stay on track.
- 2026-11-13T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 160000 - 200000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Assistant Controller</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Growing & Respected Investment Platform</p><p>💰 Competitive Base + Bonus + Awesome Benefits </p><p><br></p><p>Join a highly regarded investment platform focused on backing innovative, high-growth companies across a diverse range of technology and innovation-driven sectors. With a collaborative, entrepreneurial culture and significant assets under management, the firm combines disciplined investing with a hands-on approach to supporting portfolio company growth.</p><p><br></p><p>This firm is seeking an <strong>Assistant Controller</strong> to support its growing investment platform and oversee fund accounting, financial reporting, and operational activities. This is a wonderful opportunity to join a collaborative, entrepreneurial investment environment with a strong network of founders, operators, and tech leaders. The ideal candidate is an experienced fund accounting professional with a strong understanding of venture capital or alternative investment structures, excellent organizational skills, and the ability to manage complex financial reporting processes.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage monthly, quarterly, and annual close for multiple funds and related entities</li><li>Oversee capital calls, distributions, management fees, carried interest, and partner allocations</li><li>Prepare and review financial statements, investor reports, and capital account statements</li><li>Ensure fund activity is recorded accurately in accordance with U.S. GAAP and partnership accounting standards</li><li>Review investment activity, including financings, exits, write-downs, and valuation adjustments</li><li>Maintain fund waterfalls and support carry calculations</li><li>Partner with external fund administrators to ensure timely, accurate reporting</li><li>Oversee cash activity, wire approvals, investment funding, and distributions</li><li>Monitor liquidity, unfunded commitments, and capital planning needs</li><li>Support new fund launches, SPVs, and related investment structures</li><li>Coordinate annual audits and partner with external tax advisors on compliance and investor reporting</li><li>Assist with quarterly valuation processes, portfolio tracking, forecasting, and process improvement initiatives</li></ul><p>If you're looking for a role that offers <strong>breadth, visibility, and the chance to contribute to a growing investment platform</strong>, this could be an exceptional next step.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 160000 - 200000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-11-12T00:00:00Z
- Mill Valley, CA
- onsite
- Permanent / Full Time
- 160000 - 225000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Tax Manager</p><p>📍 Mill Valley, CA (Hybrid)</p><p>🏢 Boutique Wealth Management & Advisory Firm</p><p>💰 Competitive Base + Bonus + Significant Career Growth</p><p><br></p><p>A highly regarded boutique wealth management and advisory firm is seeking an experienced <strong>Senior Tax Manager</strong> to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.</p><p><br></p><p><strong>Who You Are</strong></p><p>You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.</li><li>Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.</li><li>Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.</li><li>Build long-term client relationships while delivering a high-touch, concierge-level service experience.</li><li>Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.</li><li>Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z