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404 results in Sonoma, CA

Salesforce Technical Architect (Software Engineer IV)

San Ramon, CA
remote
Permanent / Full Time
119000 - 180000 USD / Yearly
Robert Half and Protiviti operate one of the most advanced Salesforce ecosystems in professional services. We don't simply administer Salesforce—we leverage it as a core component of a hybrid cloud architecture connecting Sales Cloud, Azure, and enterprise platforms at scale. We are seeking a Salesforce Technical Architect to own the platform end-to-end and lead a distributed team of 10+ engineers across the U.S. and India. This is a hands-on architecture leadership role responsible for technical strategy, engineering standards, and key platform decisions. You will also lead major initiatives including Salesforce Data 360 (CDP), Agentforce expansion, and AI-enabled data and automation capabilities. What You'll Do Architecture & Platform Leadership Define when to leverage native Salesforce capabilities versus Azure-based Node.js or Python services. Design and oversee scalable integrations between Salesforce and internal or third-party systems using event-driven and near real-time architectures. Lead the implementation and evolution of Salesforce Data 360, Agentforce, and AI-powered data pipelines. Develop secure, scalable architectural patterns that support growth while maintaining governance and platform integrity. Proactively manage platform health using Salesforce Health Check and Optimizer. Engineering Governance & Quality Serve as the final authority for architecture reviews and technical design decisions. Establish engineering standards for a global development organization. Embed security, testing, and compliance throughout the SDLC. Implement automated quality gates including code reviews, testing, and security scanning. Enable teams to move quickly through strong frameworks, tooling, and automation. CI/CD & Automation Advance Python-driven CI/CD pipelines and support reliable deployments. Automate key SDLC processes including testing, security review, and release management. Drive a culture of continuous delivery and engineering excellence. Team Leadership & Delivery Mentor and lead senior and entry level engineers across multiple locations. Guide development of scalable Salesforce solutions using Apex, LWC, Flows, and platform capabilities. Design and support APIs, integrations, and automation solutions using Azure, Node.js, Python, and cloud-native services. Build and manage enterprise data pipelines supporting Salesforce and Data 360. Define integration standards and data contracts across enterprise platforms. Lead expansion of Agentforce capabilities and AI-powered employee experiences. Drive adoption of Einstein Copilot, predictive analytics, and generative AI within marketing and sales workflows. Partner with product, business, and data teams to deliver scalable solutions and technical direction.
2026-07-10T00:00:00Z

Sr. Financial Analyst -PSO Revenue Finance

San Francisco, CA
onsite
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to support PSO Revenue Finance in San Francisco, California. This Contract position will partner closely with business stakeholders to deliver financial insights, strengthen forecasting accuracy, and guide revenue-related decision-making. The ideal candidate brings strong analytical judgment, advanced modeling capability, and the ability to turn complex data into clear recommendations. Responsibilities: • Develop and maintain financial models that evaluate revenue performance, support planning activities, and inform strategic business decisions. • Perform detailed variance reviews to identify trends, explain performance drivers, and highlight risks or opportunities across revenue-related metrics. • Partner with cross-functional teams to provide financial guidance, respond to business questions, and support ongoing revenue finance initiatives. • Conduct ad hoc analysis using large and varied data sets to address emerging priorities and deliver timely decision support. • Gather, organize, and interpret financial and operational data to produce accurate reporting and actionable business insights. • Translate analytical findings into concise presentations and recommendations for finance leaders and key stakeholders. • Improve reporting approaches and analytical processes to increase efficiency, consistency, and visibility into revenue performance.
2026-07-17T00:00:00Z

Client Service Associate, Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Associate Attorney

Santa Rosa, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
We are looking for an Associate Attorney to join a respected law firm in California. This opportunity is ideal for a litigation attorney who brings strong courtroom readiness, sound legal judgment, and the ability to manage civil matters with increasing independence. The role offers direct exposure to clients, opposing counsel, and the courts while supporting a practice focused on sophisticated business-related disputes. Candidates who value high-quality legal work, growth, and a collegial environment will be well suited for this position. Responsibilities: • Handle business litigation matters through all phases of civil proceedings, from early case assessment through resolution or trial. • Prepare persuasive motions, briefs, pleadings, and other legal filings with careful attention to strategy and detail. • Manage written discovery, document review, and other fact-development activities to build strong case positions. • Represent clients in communications with opposing counsel, court appearances, depositions, mediations, and other litigation events. • Conduct legal research and analyze complex issues involving commercial disputes, real property matters, and construction-related claims. • Collaborate with partners and other attorneys on case strategy while also taking ownership of assigned matters and deadlines. • Advise clients on litigation risks, procedural developments, and practical options for advancing their objectives. • Support trial preparation by organizing evidence, preparing witnesses, developing arguments, and assisting with courtroom presentation.
2026-07-02T00:00:00Z

Trust and Estate Attorney

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
We are looking for a Trust and Estate Attorney to join an established small law firm in California. This permanent role is suited for a legal specialist who brings strong experience in estate planning, trust and estate administration, and probate, along with a client-centered approach to service. The attorney in this position will manage matters with care and precision while helping clients navigate sensitive legal decisions efficiently and confidently. This opportunity offers meaningful responsibility, close collaboration with a dedicated team, and long-term growth potential for an exceptional candidate. Responsibilities: • Manage trust, estate, and probate matters from initial evaluation through final resolution, ensuring each case moves forward effectively. • Lead client consultations to identify objectives, explain legal options, address concerns, and develop practical strategies tailored to individual circumstances. • Prepare and revise estate planning documents, legal correspondence, court filings, and petitions with a high level of accuracy and attention to detail. • Represent clients in court proceedings and other formal matters related to trusts, estates, and probate cases. • Direct and support staff involved in complex legal work to maintain timely service, strong coordination, and quality deliverables. • Review case status regularly, identify next steps, and implement efficient plans that support positive client outcomes. • Contribute to special projects and firm initiatives as needed to support operational and client service goals. • Monitor assigned files closely to keep deadlines, documentation, and case progress on track through completion.
2026-07-02T00:00:00Z

Tax & Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!! A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team following a period of strong success and continued scale. This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused. You’ll work closely with leadership across complex fund structures, institutional investors, and full-cycle fund operations, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z

Tax Manager

San Rafael, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-07-06T00:00:00Z

Attorney/Lawyer

Emeryville, CA
onsite
Permanent / Full Time
180000 - 225000 USD / Yearly
We are looking for an experienced litigation attorney to join a busy Bay Area practice in Emeryville, California. The position offers the opportunity to work with an established client base, collaborate across a broad litigation practice, and contribute meaningful courtroom and case strategy experience. Responsibilities:• Manage a high-volume portfolio of litigation matters from initial assessment through resolution, with an emphasis on personal injury, product liability, and asbestos-related claims.• Develop case strategies, evaluate exposure, and guide matters through all phases of litigation while maintaining high standards of legal analysis and advocacy.• Prepare and revise pleadings, motions, briefs, and other litigation documents with careful attention to legal accuracy and persuasive writing.• Lead discovery efforts by drafting written discovery, reviewing responses, coordinating document production, and preparing witnesses for depositions.• Communicate directly with clients to provide status updates, discuss legal strategy, and deliver clear reporting on case developments and risk considerations.• Represent clients in court appearances, depositions, mediations, settlement conferences, and other litigation proceedings as needed.• Work closely with colleagues across related practice areas to support matters involving overlapping issues in insurance, landlord-tenant, and business disputes.• Negotiate resolutions where appropriate while preparing cases thoroughly for trial when litigation demands a courtroom-ready approach.
2026-06-19T00:00:00Z

Software Engineer III – Salesforce & AI

San Ramon, CA
remote
Permanent / Full Time
102000 - 150000 USD / Yearly
Our client is building the next generation of intelligent, scalable enterprise applications at the intersection of Salesforce, AI, and automation. Their high-performing Marketing Applications team delivers mission-critical solutions that power large-scale operations, optimize business processes, and embed AI-driven insights across the organization. They are seeking a Software Engineer III to independently design and deliver complex technical solutions while developing deep expertise across Salesforce, AI-enabled workflows, and enterprise integrations. This role is ideal for a proven engineer who enjoys architectural ownership, mentoring others, and working across a sophisticated technology ecosystem. Candidates from outside the Salesforce ecosystem are encouraged to apply if interested in specializing in these technologies. What You’ll Do<ul><li>Independently design, develop, and deliver complex, scalable Salesforce applications and integrations using advanced Apex, Lightning Web Components (LWC), and declarative tools</li><li>Design and maintain back-end services, APIs, and automation workflows using Node.js, Python, and cloud platforms (Azure or AWS)</li><li>Build and manage data pipelines and ETL processes across Salesforce and cloud-based data platforms</li><li>Own integrations between Salesforce and enterprise systems, defining data contracts using REST/SOAP APIs and event-driven architectures</li><li>Customize and extend agent-based capabilities to deliver context-aware, high-performance employee experiences</li><li>Drive adoption of AI capabilities, including predictive analytics, copilots, and generative AI within marketing and sales workflows</li><li>Contribute to AI and ML initiatives, including the secure integration of large language models into enterprise processes</li><li>Develop and optimize modern front-end applications using advanced JavaScript frameworks such as React.js or Next.js</li><li>Serve as a key contributor in Agile teams, influencing technical direction, roadmap planning, and conducting peer code reviews</li><li>Mentor junior engineers and promote engineering best practices and technical excellence</li><li>Collaborate closely with product managers, data science teams, and business stakeholders to translate requirements into scalable solutions</li></ul>
2026-07-10T00:00:00Z

Marketing & Communications Manager

Sonoma, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
We are looking for a Marketing & Communications Manager to lead multi-channel outreach for a mission-driven organization and its affiliated programs in Sonoma, California. This Long-term Contract position will shape compelling messaging across digital, print, social, and donor-facing communications to strengthen engagement with families, community partners, supporters, and prospective participants. The ideal candidate brings strong writing ability, sound judgment, and the organization skills needed to manage several initiatives at once in a fast-moving environment. Responsibilities: • Lead day-to-day marketing and communications initiatives across online, print, and social channels, ensuring messages are timely, accurate, and aligned with organizational goals. • Oversee website content updates, maintain consistency across pages, partner with outside vendors on larger enhancements, and use analytics to improve usability and performance. • Develop and manage social media plans, create and schedule content, coordinate external creative support when needed, and refine approach based on engagement data. • Produce a range of marketing materials such as brochures, flyers, signage, donor communications, and other digital or printed assets while maintaining brand standards. • Contribute light graphic design work using tools such as Adobe Creative Suite or Canva and support the creation of larger publications, including annual reports and similar pieces. • Work closely with public relations partners to prepare press materials, help coordinate media opportunities, and monitor coverage to support broader communications efforts. • Collaborate with fundraising and development teams to craft donor-facing messages for appeals, stewardship communications, and event invitations with a consistent voice across touchpoints. • Support promotional efforts for events by partnering with internal stakeholders on marketing strategy and communications needs. • Track key campaign and channel metrics, evaluate results, and recommend adjustments that improve reach, engagement, and overall effectiveness.
2026-06-26T00:00:00Z

Full Charge Bookkeeper

San Francisco, CA
onsite
Permanent / Full Time
79000 - 85000 USD / Yearly
Natalie Lue, Robert Half is recruiting for an experienced full-charge bookkeeper to support a diverse client portfolio in San Francisco, California. This onsite role is suited for someone who can manage day-to-day accounting operations, produce accurate financial reporting, and serve as a dependable point of contact for clients. The position also offers the opportunity to guide staff, coordinate workflows, and help ensure each engagement is completed with precision and timeliness. Responsibilities:• Prepare and review monthly, quarterly, and annual financial statements to ensure records are complete, accurate, and ready for client and accountant review.• Oversee core bookkeeping activities, including reconciling bank accounts, credit cards, accounts payable, and accounts receivable within QuickBooks.• Process payroll accurately and submit related tax filings, while also handling sales tax reporting and other recurring compliance requirements.• Record journal entries, manage year-end close support, and assemble documentation needed for external CPAs, including 1099 and W-2 preparation.• Maintain organized client financial records and provide responsive, thorough communication regarding account activity, deadlines, and outstanding items.• Lead day-to-day bookkeeping workflows by assigning priorities, monitoring progress, and supporting team members with training and guidance.• Complete city and local compliance filings, such as gross receipts reporting and similar municipal requirements, as needed for client accounts.
2026-07-13T00:00:00Z

Compliance Specialist

San Francisco, CA
onsite
Temporary / Contract
30 - 40 USD / Hourly
A San Francisco–based corporate organization is seeking a Compliance Operations Specialist (Legal & HR) to support its growing compliance function. This is a hybrid opportunity (four days in-office, Fridays remote) for a proactive and detail-oriented professional with experience in compliance, legal operations, or HR compliance. The Compliance Operations Specialist will play a key role in supporting audits, investigations, regulatory responses, and cross-functional compliance initiatives across Legal, HR, Payroll, and Safety teams. This role is well-suited for someone looking to grow their career in compliance within a fast-paced, operationally driven environment. Key Responsibilities<ul><li>Support compliance audits and agency matters through data collection, document organization, tracking, and drafting initial responses for legal review</li><li>Assist with workplace safety and OSHA-related matters, including gathering information, preparing draft responses, and supporting compliance initiatives (training provided)</li><li>Conduct research on federal, state, and local employment and safety regulations to support policy updates and implementation</li><li>Help manage compliance programs and projects, including tracking deadlines, maintaining dashboards, and ensuring timely execution across workstreams</li><li>Coordinate with cross-functional teams (Legal, HR, Payroll, Safety) to drive compliance initiatives and follow-through </li><li>Prepare reports, metrics, and dashboards to track compliance performance and identify trends, risks, and areas for improvement</li><li>Assist with planning and coordinating compliance meetings, ensuring alignment and accountability across stakeholders</li><li>Support development and maintenance of compliance tools, trackers, and reporting systems (e.g., Excel, Smartsheet, Workday) </li><li>Contribute to special projects and broader compliance initiatives as needed</li></ul>
2026-06-26T00:00:00Z

Paralegal

San Francisco, CA
remote
Permanent / Full Time
90000 - 160000 USD / Yearly
We are looking for an experienced and detail-oriented Real Estate Paralegal to join an established team in San Francisco, California. This role focuses on supporting commercial real estate transactions, including title and survey reviews, lease summaries, and closing coordination. If you thrive in a dynamic environment and enjoy working on complex projects, this position offers an excellent opportunity to grow your career. This role can be primarily REMOTE as long as the candidate resides in California, Colorado, and/or Texas. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans. Responsibilities:• Conduct thorough reviews and analyses of title and survey documents to identify and address issues, negotiating revisions as needed.• Prepare and draft transaction-related documents, including leases, estoppels, SNDAs, and loan agreements.• Coordinate and manage closing activities, including collecting and delivering signatures, preparing closing instructions, and liaising with escrow and title companies.• Assist in the formation of entities, drafting operating agreements, and obtaining relevant certificates and good standing documentation.• Summarize and maintain timelines for critical events in purchase and sale agreements to ensure deadlines are met.• Handle due diligence reviews and manage post-closing activities, including the collection and distribution of transaction materials and preparation of closing binders.• Collaborate on finance-related tasks such as loan modifications, title work, and documentation for real estate financing.• Incorporate online tools to enhance efficiency and accuracy in workflow management.• Provide training and guidance to new staff and attorneys on processes and best practices.• Support administrative tasks, including updating case files, organizing documents, and managing mailings and scanning.
2026-07-07T00:00:00Z

Sr DevOps Engineer

San Francisco, CA
onsite
Temporary / Contract
75 - 85 USD / Hourly
We are looking for a Sr. DevOps Engineer to help strengthen and scale a cloud-based platform in San Francisco, California. This opportunity is ideal for a senior engineer who can improve infrastructure performance, streamline delivery processes, and support production systems in a hybrid work environment. The role partners closely with engineering teams to build dependable deployment practices, enhance platform visibility, and maintain stable operations across modern cloud services. This is a contract to permanent opportunity and requires 2 days a week on site. Responsibilities: • Develop, manage, and optimize cloud infrastructure that supports the company's live SaaS environment. • Create and maintain delivery pipelines for application services and machine learning workloads to enable efficient releases. • Oversee deployments across serverless components and container-based applications while ensuring consistency and reliability.• Administer and support a PostgreSQL data environment, including performance, availability, and operational upkeep. • Strengthen system dependability by improving monitoring, alerting, logging, and overall platform observability. • Automate provisioning and release processes through infrastructure-as-code practices using tools such as Terraform. • Collaborate with backend and machine learning teams to address infrastructure needs and enable smooth deployment workflows. • Participate in production support activities, including incident response and an on-call rotation. • Contribute to operational improvements that reduce manual effort and increase platform stability over time.
2026-07-13T00:00:00Z

Legal Secretary

Emeryville, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a skilled Legal Secretary to join our team in Emeryville, California. In this role, you will support our legal professionals in managing litigation cases, ensuring smooth coordination of administrative and legal processes. The ideal candidate will bring extensive experience in litigation and e-filing, along with a proactive approach to organizational and communication tasks. This firm also offers a comprehensive benefits package including health insurance, paid time off, and retirement savings plans. Responsibilities:• Prepare and format legal documents and pleadings for submission in state and federal courts through e-filing systems.• Maintain and monitor case calendars, ensuring all deadlines and court appearances are accurately tracked.• Organize and manage both physical and electronic case files, including discovery materials and correspondence.• Draft, proofread, and finalize legal correspondence, including letters and memoranda.• Coordinate with attorneys, clients, and court staff to update case statuses and ensure procedural compliance.• Assist in trial preparation by compiling exhibits, creating witness lists, and assembling trial binders.• Schedule and organize meetings, depositions, and conference calls, as well as arrange travel plans when necessary.• Respond promptly to attorney and client inquiries, proactively managing workflows to meet critical deadlines.
2026-07-02T00:00:00Z

Associate Attorney

San Francisco, CA
remote
Permanent / Full Time
140000 - 225000 USD / Yearly
Robert Half Legal is recruiting an Associate Attorney for a civil litigation defense law firm in San Francisco (option to work remotely or hybrid in-office). This is a leading local firm in public entity and municipality representation and their practice defends a variety of matters, including catastrophic PI, premises liability, civil rights, and employment claims. Plenty of opportunity to get direct advocacy experience by arguing motions in court, taking/defending depositions, and trial preparation. Qualifications for the Associate Attorney position:• 2-10+ years of civil litigation practice;• Insurance defense and/or public entity law experience is preferred; and• Active and in good standing with the State Bar of California. This is a partnership-track position and the Firm offers lots of mentorship to develop its litigation team and assist them with business development. Our client is offering a starting base salary range of $140,000 to 220,000+/yr., DOE, generous automatic bonuses for exceeding annual billable hour target as well as a discretionary year-end bonus [has been paid every year for over a decade], and comprehensive employment benefits package (incl. 100% firm-paid medical, dental, vision insurance, 401k Plan with 3% firm contribution, commuter costs reimbursement [free office parking, rideshare reimbursement, REMOTE OK], etc.). For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-07-07T00:00:00Z

Partner Marketing Manager

San Francisco, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
We are looking for a Partner Marketing Manager to lead collaborative marketing initiatives that strengthen partner engagement and expand market reach in San Francisco, California. This Long-term Contract position will focus on building and delivering integrated campaigns, events, and demand generation programs with strategic partners while working across a dynamic, cross-functional environment. The ideal candidate brings strong B2B marketing expertise, excellent project management skills, and the ability to turn partner relationships into measurable business impact. Responsibilities: • Design and execute joint marketing initiatives with software, integration, and channel partners to increase brand visibility, customer interest, and solution adoption. • Create and oversee comprehensive partner marketing plans, including schedules, milestones, financial tracking, and success measurements. • Lead the delivery of partner-facing events and programs such as webinars, sponsored engagements, in-person activations, and virtual campaigns from planning through results analysis. • Work closely with sales, alliances, product marketing, and broader marketing teams to align campaign messaging and support shared go-to-market objectives. • Monitor program effectiveness by evaluating campaign data, summarizing outcomes, and recommending improvements to enhance future performance. • Manage several marketing projects at once while maintaining quality, meeting deadlines, and keeping initiatives within approved scope and budget. • Support strong partner collaboration through consistent communication, coordination, and enablement throughout each stage of execution.
2026-07-09T00:00:00Z

CPA or EA? Ready to Move Beyond Busy Season?

Walnut Creek, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Are you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career? This is a unique opportunity to leverage your tax expertise while expanding into financial planning and wealth management—without the stress of building a book of business or surviving another endless busy season.💰 Great Base + Bonus📍 San Ramon Why this opportunity stands outThis role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You'll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time.No prospecting. No cold calling. The firm brings you the clients so you can focus on what you do best. What you'll do✔ Identify proactive tax planning opportunities by reviewing client tax returns✔ Prepare tax projections and multi-year planning strategies✔ Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies✔ Participate in client meetings alongside advisors✔ Build cash flow analyses and financial planning recommendations✔ Collaborate with CPAs, EAs, and other client advisors
2026-07-08T00:00:00Z

Join a Top-Tier Private Equity Firm | Senior Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA If you're looking to transition from public accounting into private equity—or you're already in fund accounting and want to join one of the industry's most respected investment firms—this is an outstanding opportunity. We're hiring a Senior Fund Accountant to join the finance team of a leading private equity firm managing over $10B in AUM. This is a high-visibility role offering direct exposure to complex fund structures, investor reporting, fund operations, and senior finance leadership, all within a collaborative team that genuinely invests in developing its people. What You'll Do• Prepare quarterly and annual fund financial statements (audited & unaudited)• Support fund close, capital calls, distributions, and investor allocations• Maintain reconciliations and partner with external auditors during annual audits• Analyze cash activity, investment transactions, and fund performance reporting• Assist with SEC reporting, process improvements, and AI-driven initiatives• Work closely with senior finance leadership on high-impact projects Why You'll Want to Consider This Opportunity• Join a highly respected private equity platform with $10B+ in AUM• Excellent opportunity for professionals coming directly from public accounting• Strong mentorship from experienced finance leaders• Hybrid schedule (2 days onsite in San Francisco)• Competitive compensation, annual bonus, and comprehensive benefits• Meaningful exposure to sophisticated investment structures and fund operations
2026-07-08T00:00:00Z

Admin Assistant

Oakland, CA
onsite
Temporary / Contract
22 - 25 USD / Hourly
Job Summary:The Administrative Assistant provides day-to-day administrative support to ensure efficient office operations. This role supports individuals, teams, or departments by handling clerical tasks, coordinating communications, maintaining records, and assisting with scheduling and office organization. Based on general knowledge.Key Responsibilities:<ul><li>Answer and direct phone calls, emails, and other correspondence. Based on general knowledge.</li><li>Schedule meetings, appointments, and manage calendars. Based on general knowledge.</li><li>Prepare reports, presentations, and other business documents. Based on general knowledge.</li><li>Maintain filing systems, records, and office databases. Based on general knowledge.</li><li>Order office supplies and support general office management tasks. Based on general knowledge.</li><li>Greet visitors and provide general administrative support to staff and management. Based on general knowledge.</li><li>Assist with data entry, expense reports, and invoice processing. Based on general knowledge.</li><li>Coordinate travel arrangements and meeting logistics as needed. Based on general knowledge.</li><li>Support special projects and perform other administrative duties as assigned. Based on general knowledge.</li></ul>
2026-07-02T00:00:00Z

Join One of the World's Leading Technology Investors | Accou

San Francisco, CA
onsite
Permanent / Full Time
120000 - 180000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA If you're a CPA with private equity fund accounting experience looking for a role that will truly accelerate your career, this is one of the strongest opportunities I've come across. You'll join one of the world's premier technology investment firms, working on a highly sophisticated $7B evergreen private equity fund alongside an exceptional finance team. This isn't a routine accounting position—it's a role that combines technical accounting, fund operations, audit coordination, capital activity, and exposure to complex fund structures that will challenge and grow your expertise. Why This Opportunity Stands Out<ul><li>Work for one of the most respected technology investment firms globally, managing $50B+ in assets</li><li>Join a growing team supporting a newly launched, highly complex evergreen fund</li><li>Gain exposure to both fund accounting and tax</li><li>Outstanding long-term career growth within a world-class investment platform</li><li>Highly competitive compensation, bonus, and equity/profit-sharing program</li><li>100% employer-paid healthcare</li><li>Catered breakfast and lunch, gym reimbursement, and exceptional employee perks</li><li>Collaborative, high-performance culture surrounded by top talent</li></ul>What You'll Do<ul><li>Own quarterly closes, reconciliations, and financial reporting for complex private equity funds</li><li>Oversee capital calls, distributions, audits, and annual financial statements</li><li>Partner closely with external fund administrators while serving as the internal technical accounting expert</li><li>Support fund operations across sophisticated investment structures</li><li>Help improve processes while working alongside experienced investment finance professionals</li></ul>
2026-07-08T00:00:00Z

Entry Level Talent Associate

Oakland, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Entry Level Talent AssociateJob Description:We are hiring an Entry Level Talent Associate to support recruiting, candidate outreach, and talent operations. This is an excellent opportunity for someone interested in human resources or staffing to build foundational experience in sourcing and candidate engagement.Responsibilities:<ul><li>Assist with candidate sourcing, screening, and scheduling</li><li>Post jobs and maintain applicant tracking system records</li><li>Communicate with candidates throughout the hiring process</li><li>Support onboarding coordination and recruiting administration</li><li>Partner with recruiters and hiring teams on talent needs</li></ul>
2026-07-02T00:00:00Z

Bilingual Spanish Admin Assistant

Oakland, CA
onsite
Temporary / Contract
22 - 26 USD / Hourly
Job Title: Bilingual Spanish Administrative Assistant Job Summary: The Bilingual Spanish Administrative Assistant provides administrative and clerical support to help maintain efficient office operations while communicating effectively in both English and Spanish. This role supports staff, clients, and visitors by handling correspondence, scheduling, recordkeeping, and general office coordination. Based on general knowledge. Key Responsibilities: Answer and direct phone calls, emails, and other communications in both English and Spanish. Based on general knowledge. Greet visitors, clients, and staff professionally, providing assistance in both languages when needed. Based on general knowledge. Schedule meetings, appointments, and maintain calendars for managers or departments. Based on general knowledge. Translate or interpret basic verbal and written communications, documents, and messages as needed. Based on general knowledge. Prepare reports, letters, presentations, and other administrative documents. Based on general knowledge. Maintain filing systems, databases, and confidential records accurately. Based on general knowledge. Assist with data entry, invoice processing, expense reports, and other clerical tasks. Based on general knowledge. Order office supplies and help support daily office operations. Based on general knowledge. Coordinate travel arrangements, meeting logistics, and special projects as assigned. Based on general knowledge
2026-07-02T00:00:00Z

Litigation Legal Secretary

San Francisco, CA
remote
Temporary / Contract
35 - 45 USD / Hourly
National AmLaw 100 firm has an immediate opening for an experienced Litigation Legal Secretary to support their San Francisco-based litigation team on a fully remote contract basis. This role supports a high-volume, defense-side litigation practice, working closely with 5–7 attorneys and requiring the ability to manage a busy desk independently. The qualified candidate must have a strong understanding of California court rules, docketing, and e-filing procedures in both federal and state courts. Ideal candidates will have five or more years of experience working in a fast-paced defense-side litigation environment. This is a long-term, open-ended contract position that offers stability and meaningful, ongoing work with one of the country’s leading litigation firms. While there is potential for full-time conversion depending on headcount, the immediate priority is to bring on a skilled legal secretary who can contribute right away. Responsibilities<ul><li>Manage state and federal e-filing processes across active litigation matters </li><li>Maintain and manage litigation calendars, ensuring deadlines are tracked and met across multiple cases </li><li>Support attorneys with trial preparation, including exhibits, binders, and coordination logistics </li><li>Draft, proofread, and format legal documents, correspondence, pleadings, and TOCs/TOAs </li><li>Collaborate with attorneys across matters, adapting to varying litigation needs and deadlines </li><li>Track and process expense reports, reimbursements, and check requests using Chrome River </li><li>Provide administrative support across high-volume litigation workflows </li></ul>
2026-07-17T00:00:00Z

Human Resources (HR) Manager

San Rafael, CA
onsite
Permanent / Full Time
120000 - 185000 USD / Yearly
We are looking for an experienced Human Resources Manager to lead employee and labor relations initiatives for a healthcare organization in California. This role is responsible for guiding managers through complex workplace matters, strengthening HR practices, and supporting a productive, compliant work environment. The ideal candidate brings deep expertise in union environments, employee relations strategy, and policy interpretation, along with the ability to balance operational needs with organizational goals. Responsibilities:• Lead employee and labor relations activities, providing direction on workplace concerns, investigations, and conflict resolution across the organization.• Serve as a key representative in grievance discussions, arbitration proceedings, and other employment-related hearings involving union or employee matters.• Participate in collective bargaining efforts, helping prepare negotiation strategies and supporting outcomes that align with financial, operational, and strategic objectives.• Advise and coach supervisors and leaders on performance management, corrective action, policy application, and legally sound employment practices.• Oversee assigned HR staff by setting expectations, delivering feedback, conducting evaluations, and supporting career development.• Design and deliver training for managers and teams on labor relations, employee relations, workplace compliance, and related human resources topics.• Develop, refine, and interpret HR policies, procedures, and guidelines to ensure consistency with organizational standards and regulatory requirements.• Monitor departmental operating, staffing, and capital budgets, using data and reporting to support planning and decision-making.• Partner with hospital leaders, physicians, and cross-functional teams to drive collaborative solutions that improve employee experience and organizational effectiveness.
2026-07-15T00:00:00Z

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