<p><strong>Job Summary</strong></p><p>We are seeking a friendly, organized, and detail-oriented Medical Front Desk / Patient Scheduling candidates to join our client's healthcare team. This role is responsible for providing excellent customer service while managing patient scheduling, registration, and front office operations in a fast-paced medical environment. Most positions are onsite in Palo Alto, CA.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Answer high-volume inbound calls and assist patients with scheduling appointments</li><li>Check patients in and out for appointments</li><li>Verify insurance information and update patient demographics</li><li>Maintain accurate patient records in the electronic medical record (EMR) system</li><li>Provide patients with information regarding appointments, referrals, and office policies</li><li>Coordinate schedules for providers and ensure efficient patient flow</li><li>Handle front desk administrative duties including scanning, filing, faxing, and data entry</li><li>Maintain HIPAA compliance and patient confidentiality at all times</li><li>Deliver professional and compassionate customer service to patients, families, and staff</li></ul>
<p>We are looking for a <strong>Patient Access Rep</strong> to support front-end patient registration and admission activities in California. This <strong>Patient Access Rep </strong>Long-term Contract position is ideal for someone beginning a career in healthcare administration or bringing strong customer service experience from another industry. In this <strong>Patient Access Rep </strong>role, you will help patients navigate registration, insurance verification, payment collection, and required documentation while delivering detail-oriented service in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><p>• Complete patient intake, admission, and registration activities with attention to accuracy, timeliness, and privacy standards.</p><p>• Assures secure handling and accurate recording of payments collected at the point-of-service delivery.</p><p>• Builds a foundational understanding of the different health insurance coverage options and the related processes and procedures.</p><p>• Able to handle routine/simple patient escalations and perform service recovery.</p><p>• Escalates any advanced or complex registrations to a more experienced team member.</p><p>• Greets patients and begins the registration process. Maintains professional communication with various PAS staff medical center staff physicians guests and patients regarding the admitting/registration services rendered. </p><p>• Meets weekly individual productivity and key performance indicators and standards while following planned priorities as set by the department leadership team.</p>
We are looking for a Patient Admin Specialist (PAS) to support front-office operations in an outpatient clinic in Redwood City, California. This Long-term Contract position focuses on delivering a smooth patient experience through registration, appointment coordination, surgery scheduling support, and day-to-day administrative assistance. The ideal candidate is organized, service-focused, and comfortable managing multiple priorities while communicating effectively with patients, providers, and internal teams.<br><br>Responsibilities:<br>• Welcome patients at the front desk, manage check-in and check-out activities, and address routine questions related to appointments, payments, and scheduling.<br>• Coordinate new patient intake and assist with arranging appointments and surgical visits based on provider availability and clinic guidelines.<br>• Communicate with physicians and clinic staff to align scheduling needs and help address time-sensitive patient situations appropriately.<br>• Support patient and provider interactions by using approved reference materials, office tools, and established administrative procedures.<br>• Respond to non-clinical inquiries received through phone messages or CRM systems, and route complex matters to the appropriate team when needed.<br>• Maintain accurate clinic records by updating databases, processing internal documentation, and organizing patient-related administrative forms.<br>• Handle incoming and outgoing office correspondence, including fax distribution, mail processing, and filing of clinic-specific documents.<br>• Contribute to daily clinic efficiency by meeting service expectations and completing administrative duties in a timely and thorough manner.
We are looking for an experienced Accounting Manager to lead project-focused financial operations for energy and clean energy programs in San Francisco, California. This Long-term Contract position will play a key role in guiding accounting activities from contract evaluation through revenue recognition, while maintaining alignment with ASC 606 standards and company policies. The ideal candidate brings strong analytical judgment, a solid command of project accounting, and the ability to partner effectively with both finance teams and project leadership.<br><br>Responsibilities:<br>• Direct accounting oversight for energy-related projects, ensuring accurate financial management from initial contract assessment through billing and closeout activities.<br>• Partner with project managers and accounting staff to support project setup, monitor financial performance, and address accounting issues throughout the project lifecycle.<br>• Produce and interpret financial reporting, including cost tracking, budget-to-actual reviews, margin evaluation, and variance analysis for project portfolios.<br>• Record and review journal entries tied to project expenses, earned revenue, accruals, and financial adjustments to maintain ledger accuracy.<br>• Evaluate contracts to determine appropriate accounting treatment and apply revenue recognition practices in accordance with ASC 606 and organizational guidelines.<br>• Strengthen accounting operations by identifying workflow enhancements that improve efficiency, consistency, and reporting quality.<br>• Assist with external audit requests by organizing documentation, responding to inquiries, and supporting timely completion of audit procedures.<br>• Maintain adherence to internal controls, accounting standards, and relevant regulatory requirements across all project accounting activities.
<p><strong>POSITION:</strong> Client Service Coordinator - Associate (Contract)</p><p><strong>Location:</strong> Redwood City, CA (Onsite)</p><p><strong>Schedule:</strong> 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PM</p><p><strong>Assignment Type:</strong> Contract (Temp)</p><p><strong>Tentative Pay:</strong> $21 per hour</p><p> </p><p><strong>Overview</strong></p><p>We are partnering with a leading organization to identify a <strong>Client Service Coordinator - Associate</strong> to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage phone calls, emails, and correspondence in a professional manner</li><li>Schedule meetings, coordinate conferences, and maintain calendars</li><li>Maintain filing systems, sort/distribute mail, and order office supplies</li><li>Assist with financial record keeping and expense tracking</li><li>Support special projects and team initiatives as needed</li><li>Maintain cleanliness and organization in shared office spaces (kitchen and common areas)</li></ul><p><br></p><p><br></p>
We are looking for a Customer Service Specialist to support front desk and accounts payable activities in Hayward, California. This Long-term Contract opportunity is ideal for someone who enjoys providing responsive service, organizing administrative workflows, and ensuring financial documents are handled accurately. The person in this role will help maintain smooth daily operations by managing incoming communications, coordinating invoice processing steps, and assisting internal teams with timely follow-up.<br><br>Responsibilities:<br>• Support invoice handling by date-marking incoming documents, organizing them for daily processing, and routing items to the correct next step.<br>• Enter approval-required invoices into the appropriate system so they are properly logged and tracked.<br>• Scan financial documents and place them into designated electronic folders for review and authorization.<br>• Assist with vendor statement matching and reconciliation tasks in partnership with the Accounts Payable team.<br>• Respond to questions and service requests promptly, ensuring issues are followed through to completion with a strong customer-focused approach.<br>• Manage incoming calls and direct inquiries to the appropriate contacts while gathering accurate information as needed.<br>• Sort incoming mail, maintain filing systems, and retrieve records or supporting documents upon request.<br>• Monitor and restock departmental office supplies to help maintain uninterrupted daily operations.<br>• Carry out duties in alignment with hospital service expectations and established quality standards.
<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>VP, Finance | TOP Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Are you an accounting professional seeking a full-time opportunity that offers both stability and variety in the East Bay Area? Our team is looking for a Staff Accountant to join our Full-Time Engagement Professionals program. In this role, you will enjoy the security of full-time employment while supporting a range of on-site client projects and interim staffing needs.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>· Perform month-end closings, reconciliations, and financial reporting.</p><p>· Support accounts payable, accounts receivable, and general ledger functions.</p><p>· Ensure compliance with accounting standards and company policies.</p><p>· Assist with audits and special accounting projects as needed.</p><p>· Collaborate with teams across various departments to meet deadlines and objectives effectively.</p><p><br></p>
<p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>My client is a premier, well-known and high-respected venture capital investment firm with billions of dollars under management in Silicon Valley. We are seeking a Fund Accounting Manager to join its growing Finance team. This is a unique opportunity to work at the center of a highly active investment platform that partners with innovative companies across multiple sectors and stages of growth.</p><p><br></p><p>Reporting to senior finance leadership, this role offers broad exposure to the full venture capital fund lifecycle, from fund formation and capital raising through investment activity, distributions, financial reporting, audits, and investor communications. The firm offers a collaborative, team-oriented environment where professionals are encouraged to expand their responsibilities, deepen their technical expertise, and contribute beyond their core function.</p><p><br></p><p>Why This Opportunity Stands Out</p><ul><li>Exposure to the complete venture capital fund lifecycle</li><li>Opportunity to work closely with investment, finance, investor relations, and operations teams</li><li>Significant visibility and interaction with senior leadership</li><li>Broad responsibilities beyond traditional fund accounting</li><li>Stable, high-performing finance organization with strong infrastructure and support</li><li>Collaborative culture focused on teamwork, mentorship, and professional growth</li><li>Ability to gain exposure to fund operations, investor relations, and strategic initiatives</li><li>Hybrid work environment in the heart of Silicon Valley</li></ul><p>As a <strong>Fund Accounting Manager</strong>, you will play a key role in managing venture stage fund accounting, financial reporting, capital activity, audit coordination, and investor support across multiple venture capital funds and related entities. This position is ideal for an accounting professional who enjoys reviewing partnership accounting, thrives in a fast-paced investment environment, and wants to develop expertise across both fund accounting and broader fund operations. You'll work closely with qualified third-party administrators and internal stakeholders to ensure the accuracy, integrity, and timeliness of all fund-related financial information.</p>
<p>We are looking for an experienced Controller to lead and manage the financial operations of our organization based in Marin County, California. This role is pivotal in ensuring accurate financial reporting, maintaining compliance with regulations, and providing strategic financial guidance to the leadership team. The ideal candidate will possess a strong background in accounting, financial management, and budgeting, with a proven ability to oversee complex financial systems.</p><p><br></p><p>Responsibilities:</p><p>• Prepare, analyze, and present accurate monthly, quarterly, and annual financial statements.</p><p>• Maintain and oversee the general ledger to ensure the accuracy and integrity of financial records.</p><p>• Manage all aspects of accounts payable, accounts receivable, and cash flow monitoring.</p><p>• Reconcile bank accounts and ensure proper fund allocation for operational needs.</p><p>• Develop and manage annual operating and reserve budgets in collaboration with the management team.</p><p>• Perform variance analysis to monitor budget performance and identify trends.</p><p>• Ensure compliance with federal, state, and local regulations as well as organizational policies.</p><p>• Coordinate and manage annual audits and tax filings with external auditors.</p><p>• Oversee reserve accounts and collaborate with specialists to plan for capital improvements and repairs.</p><p>• Review vendor contracts, process payments, and ensure accurate financial tracking of service agreements.</p>
We are looking for an experienced Accounting Manager to support a registered real estate fund in San Francisco, California. This is a Long-term Contract opportunity focused on maintaining accurate financial reporting, overseeing core accounting activities, and providing interim leadership coverage during a critical period. The ideal candidate brings a strong background in real estate accounting and is comfortable working across fund-level and general ledger processes in a deadline-driven environment.<br><br>Responsibilities:<br>• Lead monthly close activities by reviewing entries, reconciliations, and supporting schedules to ensure timely and accurate reporting.<br>• Oversee general ledger accuracy and resolve accounting issues by analyzing balances, researching variances, and maintaining proper documentation.<br>• Review financial statements for completeness and compliance, ensuring reports align with applicable accounting standards and fund requirements.<br>• Manage account reconciliation work across key balance sheet and income statement areas, following up on discrepancies and driving resolution.<br>• Prepare and approve journal entries with clear support, strong internal controls, and appropriate accounting treatment.<br>• Support audit and financial statement review activities by coordinating requested documentation and responding to inquiries from internal and external stakeholders.<br>• Contribute accounting expertise related to real estate fund operations, including property-level activity and fund accounting considerations.<br>• Utilize Yardi where applicable to review transactions, support reporting, and strengthen accounting workflows.
<p>Robert Half is seeking a Full Charge Bookkeeper for special project work through our Full-Time Engagement Professionals team. This opportunity offers strong work-life balance, comprehensive benefits, and the chance to stay engaged with meaningful, challenging assignments. </p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p> </p><p><strong>Bookkeeper responsibilities in this role: </strong></p><ul><li>Manage Accounts Payable and Receivable</li><li>Verify, allocate, and post transactions</li><li>Maintain and balance general ledger</li><li>Bank and Credit Card reconciliation</li><li>Manage month end and quarter end closing</li><li>Process payroll</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Other projects as requested</li></ul><p><br></p>
<p>Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Data Engineer III to join the ATI Data Science Innovation department.</p><p><br></p><p>Solution Design & Technical Leadership</p><ul><li>Lead architecture and design of complex data pipelines on Databricks lakehouse architecture (Unity Catalog, Delta Lake, Structured Streaming)</li><li>Define technical approach for data engineering initiatives, mentor less-senior engineers, and set standards for code quality through leadership and code reviews</li><li>Design and build data foundations that enable AI/ML capabilities — feature stores, embedding pipelines, vector search indexes, and model training datasets</li><li>Align data engineering solutions with business strategy, including support for Agentic AI workloads</li></ul><p>Data Infrastructure & Platform</p><ul><li>Own health, scalability, and modernization of data infrastructure with Databricks as the strategic platform — including workload migration, compute optimization, and Unity Catalog adoption</li><li>Optimize pipeline performance (Delta Lake table layouts, clustering, Z-ordering) and establish monitoring/alerting best practices with clear SLAs</li><li>Build data infrastructure supporting Agentic AI systems — real-time data access layers, context retrieval pipelines, and agent-accessible data services</li><li>Collaborate cross-functionally with DevOps, Platform Engineering, and MLOps roles to integrate data solutions into the broader technology environment and shared AI infratstructure – Mlflow registries, feature stores, and agent orchestration layers</li><li>Provide consultation to Senior Leadership on complex projects and drive continuous improvement initiatives</li></ul><p>Data Quality, Governance & Collaboration</p><ul><li>Champion data governance at all layers for data, models, and AI assets</li><li>Implement data quality strategies (master data management, validation rules, Delta Live Tables expectations) to ensure trust in enterprise data</li><li>Serve as liaison across data engineering, AI engineering, and business teams; promote data literacy and stewardship</li></ul><p><br></p>
<p><strong>Associate Advisor | Build Your Career in Wealth Management</strong></p><p><br></p><p><strong>$85K–$110K Base (stretch) + Bonus + Excellent Benefits + 5% 401(k) Match</strong></p><p><strong></strong></p><p><strong>What if your next role wasn’t just a job… but the launchpad to becoming a trusted Wealth Advisor?</strong></p><p>A thriving wealth management firm with <strong>$4.5B+ in AUM</strong> is looking for an <strong>Associate Advisor</strong> who is hungry to learn, eager to grow, and excited to make a meaningful impact in clients’ financial lives.</p><p>This is an opportunity to join a highly respected, collaborative team where you’ll work directly alongside seasoned advisors, gain hands-on exposure to complex financial planning, and build the foundation for a long-term career in wealth management.</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><p><br></p><p>This is <strong>not a back-office support seat</strong>.</p><p>You’ll be deeply involved in the <strong>full client journey</strong>—from preparing for meetings and building financial plans to helping implement recommendations and delivering a high-touch client experience.</p><p>You’ll work closely with senior advisors while receiving <strong>structured mentorship, coaching, and real career development</strong> with the opportunity to grow into larger advisory responsibilities over time.</p><p>If your long-term vision is to become a <strong>trusted advisor, future leader, or even build your own book one day</strong>—this firm wants to invest in that journey.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><p>✔ Partner with Senior Advisors to support high-net-worth client relationships</p><p>✔ Help build and execute comprehensive financial plans</p><p>✔ Prepare for client meetings, analyze financial data, and implement recommendations</p><p>✔ Coordinate with Operations, Compliance, and Client Services to deliver a seamless experience</p><p>✔ Build confidence, judgment, and technical expertise to eventually manage relationships independently</p>
<p>Robert Half is seeking a Full Charge Bookkeeper for special project work through our Full-Time Engagement Professionals team. This opportunity offers strong work-life balance, comprehensive benefits, and the chance to stay engaged with meaningful, challenging assignments. </p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p> </p><p><strong>Bookkeeper responsibilities in this role: </strong></p><ul><li>Manage Accounts Payable and Receivable</li><li>Verify, allocate, and post transactions</li><li>Maintain and balance general ledger</li><li>Bank and Credit Card reconciliation</li><li>Manage month end and quarter end closing</li><li>Process payroll</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Other projects as requested</li></ul><p><br></p>
<p>Regional law firm in San Jose, CA is seeking an Associate Attorney to support its Employment Litigation practice. This firm offers the opportunity to work alongside experienced attorneys across multiple practice groups in a collaborative, sophisticated environment. The ideal candidate will have 1–3+ years of California-based civil litigation experience and a strong interest in employment-related matters. This is an excellent opportunity for a motivated attorney looking to build litigation experience at a dynamic firm with a broad practice platform.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Participate in all phases of employment litigation matters</li><li>Draft pleadings, motions, discovery, and other legal documents</li><li>Conduct legal research and prepare case strategy analyses</li><li>Manage discovery, including drafting and responding to written discovery</li><li>Assist with depositions, hearings, mediations, and trial preparation</li><li>Communicate effectively with clients, opposing counsel, and internal teams</li><li>Collaborate with attorneys across multiple practice areas as needed</li></ul><p><br></p>
We are looking for a Staff Accountant to join a hybrid team on a 2-month contract assignment. This role is ideal for a detail-oriented accounting specialist who can step into a fast-moving environment, manage daily transactional accounting, and contribute to a smooth month-end process. The position offers a mix of onsite collaboration and remote work while supporting core finance operations across payables, receivables, reconciliations, payroll coordination, and forecasting activities.<br><br>Responsibilities:<br>• Manage day-to-day accounts payable activities, including reviewing invoices, preparing payments, and maintaining accurate vendor records.<br>• Oversee accounts receivable tasks by issuing invoices, tracking incoming payments, and following up on outstanding balances.<br>• Support payroll administration for a workforce of approximately 40 employees by coordinating inputs and assisting with processing through the designated payroll platform.<br>• Perform bank reconciliations and investigate discrepancies to ensure the accuracy of cash activity and general ledger balances.<br>• Handle Positive Pay-related tasks and assist with check preparation and disbursement as part of regular payment operations.<br>• Contribute to month-end close by preparing journal entries, reconciling accounts, and helping maintain timely financial reporting.<br>• Assist with forecasting support by updating financial models and helping improve the reliability of projected results.<br>• Maintain organized accounting records and work independently to keep essential finance processes running efficiently in an active environment.
<p>Our boutique corporate law firm client is seeking a senior corporate paralegal to support an early-stage company through a Seed-stage fundraising transaction. This is a highly specialized, project-based engagement requiring a candidate who can independently manage corporate transactional workflows with minimal oversight while partnering closely with attorneys throughout the fundraising process. This is not a general corporate maintenance role. The selected candidate will play a key role in organizing and executing transaction-related workstreams, including due diligence, virtual data room management, equity and capitalization cleanup, and closing support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and maintain the Virtual Data Room (VDR), including organization of diligence materials, document uploads, version control, and tracking outstanding requests.</li><li>Coordinate due diligence efforts by collecting, reviewing, organizing, and tracking corporate records and transaction-related documentation.</li><li>Review and assist with equity and capitalization table cleanup activities in preparation for fundraising activities.</li><li>Support attorneys throughout the fundraising process, including preparation and management of closing deliverables.</li><li>Coordinate execution processes, signature collection, and closing documentation.</li><li>Maintain transaction checklists and monitor outstanding action items to facilitate efficient deal execution.</li><li>Collaborate directly with attorneys, founders, investors, and other stakeholders throughout the lifecycle of the transaction.</li><li>Assist with post-closing documentation and related follow-up activities as needed.</li></ul><p><br></p>
<p>REMOTE OPPORTUNITY!! Candidates must be located in CA! </p><p><br></p><p>We are looking for an attorney with a solid foundation in civil litigation to join a practice serving clients in San Francisco, California. This role centers on insurance-related disputes, with an emphasis on representing matters involving automobile and property claims and responding to allegations of bad faith. The position offers broad exposure to litigation strategy, courtroom preparation, and case handling across both state and federal venues.</p><p><br></p><p>Responsibilities:</p><p>• Manage a docket of litigation matters from initial assessment through resolution in state and federal courts.</p><p>• Prepare persuasive motions, briefs, and other legal filings that support case strategy and advance client objectives.</p><p>• Conduct and defend depositions while developing factual records through written discovery and document review.</p><p>• Coordinate day-to-day case activity, including deadlines, pleadings, status evaluations, and communication with clients and opposing counsel.</p><p>• Assist with trial readiness by organizing evidence, preparing witnesses, and supporting pretrial strategy.</p><p>• Represent insurers in disputes involving coverage issues, including claims tied to automobile and property losses and related bad faith allegations.</p>
<p>Robert Half is seeking a Full Charge Bookkeeper for special project work through our Full-Time Engagement Professionals team. This opportunity offers strong work-life balance, comprehensive benefits, and the chance to stay engaged with meaningful, challenging assignments. </p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly.</p><p> </p><p><strong>Bookkeeper responsibilities in this role: </strong></p><ul><li>Manage Accounts Payable and Receivable</li><li>Verify, allocate, and post transactions</li><li>Maintain and balance general ledger</li><li>Bank and Credit Card reconciliation</li><li>Manage month end and quarter end closing</li><li>Process payroll</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Other projects as requested</li></ul><p><br></p>
<p>We are looking for a dedicated Attorney to join our team in Redwood City, California. This role offers the opportunity to handle complex commercial litigation cases, including insurance coverage disputes and bad faith claims. The ideal candidate will thrive in a fast-paced environment while delivering high-quality legal research, writing, and advocacy. Open to a hybrid or fully remote schedule and offering an annual salary of up to $200k DOE with excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough legal research and draft motions, pleadings, and other legal documents.</p><p>• Manage cases involving complex commercial litigation, including insurance coverage and bad faith matters.</p><p>• Represent clients at court hearings, depositions, and trials based on experience level.</p><p>• Prepare for and defend depositions, ensuring thorough documentation and case preparation.</p><p>• Collaborate with team members to develop case strategies and deliver effective legal solutions.</p><p>• Engage in client communications to provide updates and legal advice regarding case progress.</p><p>• Maintain organized documentation and case files to ensure efficient management.</p><p>• Stay updated on relevant legal precedents and industry trends to strengthen case arguments.</p><p>• Participate in a hybrid or remote work arrangement supported by advanced technical tools.</p>
We are looking for an Accounts Payable Specialist to support a dynamic education organization in California. This Long-term Contract opportunity is ideal for a detail-focused accounting specialist who enjoys maintaining accurate financial records, coordinating payment activities, and working closely with internal stakeholders. In this role, you will contribute to day-to-day financial operations, help keep reporting and reconciliations on track, and provide dependable service to employees, families, and vendors.<br><br>Responsibilities:<br>• Oversee end-to-end payables activity, including onboarding vendors, reviewing invoice details, routing approvals, and issuing payments in a timely manner.<br>• Handle reimbursement requests for employees and families while verifying that submissions align with established financial guidelines.<br>• Administer company card and expense activity by reviewing transactions, supporting expense system usage, and resolving discrepancies through regular reconciliation.<br>• Coordinate agreement processing for guest speakers and similar engagements, ensuring payment records and supporting documentation are complete and compliant.<br>• Prepare required vendor tax documentation, including annual 1099 reporting, and maintain accurate records for audit and compliance purposes.<br>• Support budget tracking by compiling monthly reports, entering approved adjustments, and assisting with account analysis and general ledger reconciliations.<br>• Participate in month-end and year-end close by organizing documentation, reconciling accounts, and assisting with financial reporting and audit requests.<br>• Assist with student account and tuition-related billing support, process bank deposit activity, and help manage incoming business office mail and check distribution.<br>• Partner with colleagues across departments to streamline administrative workflows, collect financial data, and deliver responsive customer service to the school community.
<p>Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.</p><p>📍 Walnut Creek, CA (Hybrid – 2 days onsite)</p><p>💰 $175,000 – $220,000 base salary DOE</p><p>⏰ Family Fridays – the firm closes at 1PM every Friday</p><p>An established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.</p><p>The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.</p><p><strong>What This Role Looks Like</strong></p><p>This position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.</p><p>You will:</p><ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul><p><strong>Responsibilities</strong></p><p>As the Financial Planning Manager, you will:</p><ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul><p><br></p>
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
<p>We are seeking a bilingual Spanish contract to hire Office Assistant to support daily office operations in a fast-paced environment for our client in Hayward, CA. This role requires strong data entry skills, proficiency in Microsoft Office Suite, and the ability to manage documents, schedules, and communications with accuracy and professionalism. The ideal candidate is organized, tech-savvy, and comfortable using AI tools.</p><p><br></p><p><strong><u>Office Assistant Key Responsibilities:</u></strong></p><p>• Perform accurate data entry, record updates, and database maintenance</p><p>• Use Microsoft Office Suite, including Excel, to prepare spreadsheets, reports, and other administrative documents</p><p>• Manage phone calls, emails, and correspondence in both English and Spanish</p><p>• Coordinate calendars, meetings, appointments, and travel arrangements</p><p>• Organize and maintain physical and electronic filing systems, records, and documents</p><p>• Prepare, proofread, and edit reports, memos, invoices, contracts, and other office materials</p><p>• Provide back-office administrative support, including processing forms, payroll-related data entry, and handling confidential information</p><p>• Assist with meeting and event coordination, including agendas, notes, logistics, and follow-up communication</p><p>• Support clients, visitors, and internal staff with professional customer service and timely follow-up</p><p>• Use office software, digital platforms, and AI tools to help streamline workflows and improve team efficiency</p><p>• Assist with special projects and provide additional administrative support as needed</p><p><br></p><p><strong><u>Preferred Qualifications:</u></strong></p><p>• Experience in administrative support, office coordination, or a related role</p><p>• Strong data entry accuracy and attention to detail</p><p>• Proficiency in Microsoft Office Suite, especially Excel, Word, Outlook, and PowerPoint</p><p>• Bilingual fluency in English and Spanish</p><p>• Familiarity with AI tools and technology used for office productivity</p><p>• Strong organizational, communication, and multitasking skills</p><p><br></p><p>If you are interested in this Office Assistant role, please apply today.</p>