We are looking for an experienced Human Resources Manager to lead core HR operations for a manufacturing organization with multiple locations in Sunnyvale, California. This role will serve as a key partner in strengthening employee relations, guiding policy development, and ensuring compliance with labor regulations and company standards. The ideal candidate brings a strategic and hands-on approach to compensation, benefits, and workforce programs while supporting a positive and consistent employee experience across sites.<br><br>Responsibilities:<br>• Lead day-to-day human resources support for a multi-site manufacturing environment, ensuring consistent practices across locations.<br>• Develop, update, and enforce HR policies and procedures that align with organizational goals and legal requirements.<br>• Provide guidance on employee relations matters, including performance concerns, workplace issues, and corrective action.<br>• Oversee compensation benchmarking and pay analysis to support competitive and equitable compensation practices.<br>• Manage benefits and leave programs, including administration, employee support, and vendor coordination.<br>• Ensure compliance with federal, state, and local employment laws, labor regulations, and internal HR standards.<br>• Administer workers’ compensation cases and coordinate follow-up processes to support timely resolution and employee care.<br>• Partner with leadership on onboarding, performance review processes, and broader HR strategy initiatives.<br>• Maintain accurate HR records and support effective use of HR information systems for reporting and administration.
<p>We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month <strong>contract </strong>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.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance.</li><li>Evaluate investigative findings and determine whether cases warrant escalation or additional review.</li><li>Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings.</li><li>Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks.</li><li>Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures.</li><li>Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner.</li><li>Provide feedback and guidance to investigators to improve case quality and consistency.</li><li>Support audit, regulatory, and compliance requests related to AML investigations and reporting.</li></ul>
<p>An established organization is seeking a strategic accounting leader to oversee financial reporting, operational accounting, and financial planning activities across multiple business functions. This position offers the opportunity to partner directly with executive and operational leadership while driving process excellence, team development, and financial transparency.</p><p><br></p><p>Reach out to Robyn Rosemon directly for more information: 707.387.0299</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Direct the preparation and review of financial statements for assigned entities and business segments, ensuring accuracy and on-time delivery.</p><p>• Lead the month-end close cycle, including oversight of journal entries, account reconciliations, and resolution of variances.</p><p>• Produce financial and operational analysis for senior leaders, highlighting trends, risks, and opportunities affecting business results.</p><p>• Evaluate budget performance, standard costs, and actual results to explain variances and support corrective action.</p><p>• Develop ad hoc reporting and detailed analysis that informs strategic planning and day-to-day business decisions.</p><p>• Maintain strong accounting controls and monitor compliance with established policies, procedures, and reporting standards.</p><p>• Coordinate audit support activities by organizing documentation, responding to auditor requests, and helping ensure a smooth review process.</p><p>• Partner with business leaders on annual budgeting and periodic forecasting to align financial plans with operational goals.</p><p>• Work collaboratively with accounts payable, accounts receivable, and shared finance teams to address accounting needs across the division.</p><p>• Lead accounting staff by setting expectations, providing coaching, and supporting development, while contributing to system implementations, upgrades, and related finance projects.</p>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid (1-3 Days Onsite)</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>Join a leading private investment firm with a global platform and a strong reputation in alternative investments. The firm offers exposure to sophisticated fund structures, long-term career growth, and a collaborative culture where team members have visibility and impact.</p><p><br></p><p>This opportunity offers <strong>competitive compensation, bonus potential, and equity participation</strong>, along with strong benefits, a collaborative culture, and clear opportunities for <strong>career growth and mentorship</strong>. It's an excellent fit for someone looking to build long-term experience in private equity fund accounting while gaining exposure to both fund and GP operations.</p><p><br></p><p>Responsibilities</p><ul><li>Manage fund and GP accounting, including investment activity, accruals, allocations, and intercompany transactions</li><li>Prepare quarterly and annual financial statements</li><li>Support annual audits and tax filings</li><li>Monitor fund cash activity and liquidity</li><li>Process capital calls, distributions, and investor allocations</li><li>Partner with Investor Relations to support LP reporting and inquiries</li><li>Assist with <strong>fund operations, investment transactions, and ongoing process improvements</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>Fund Accounting Manager | Venture Capital Firm | San Francisco; Hybrid </strong></p><p> </p><p>Join a leading San Francisco venture firm investing across AI, enterprise software, fintech, healthcare, robotics, deep tech, and other complex sectors. With a strong track record and a hands-on model that blends investing with talent and company-building, the firm offers a unique seat at the intersection of venture, finance, and operations.</p><p> </p><p>This role will support accounting, reporting, fund operations, audit, tax, and strategic finance across multiple venture funds and related entities. This is a high-impact, hands-on role with exposure to senior leadership, fundraising, and new fund launches.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund closes across multiple entities</li><li>Oversee capital calls, distributions, fees, carry, and allocations</li><li>Prepare financial statements and investor reporting</li><li>Review investment activity, valuations, and fund waterfalls</li><li>Manage cash, liquidity, commitments, and funding flows</li><li>Coordinate with fund admins, auditors, and tax advisors</li><li>Support new funds, SPVs, and operational improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing investment management firm in San Francisco to add a <strong>Senior Accountant</strong> to its team. This is a great opportunity to join a sophisticated, entrepreneurial investment environment where you'll work closely with leadership and have exposure to a variety of accounting and investment operations. <strong>The firm offers a collaborative, close-knit culture, along with an attractive hybrid schedule that allows for 3–4 days of work from home each week.</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and reconcile daily investment activity across client portfolios, including equities, options, foreign exchange, and derivative positions, using portfolio accounting and investment management systems.</li><li>Partner with portfolio managers, brokers, and other counterparties to monitor trade activity and ensure timely transaction settlement.</li><li>Support the operations of closed-end investment vehicles, including capital call calculations, transaction closings, and cash and treasury management.</li><li>Compile investment performance reports, portfolio summaries, and risk metrics for client and investor distribution.</li><li>Review monthly and quarterly fund NAVs, including investor allocations, waterfall calculations, and capital account statements.</li><li>Monitor corporate actions and reconcile activity against prime broker records to ensure accuracy.</li><li>Assist with the development and maintenance of client valuation procedures and expense allocation policies.</li><li>Coordinate and process payments to vendors across investment funds and management companies.</li><li>Leverage Bloomberg to review and update investment valuations and pricing.</li><li>Support annual audit and tax preparation processes by coordinating schedules, documentation, and deliverables.</li><li>Contribute to internal projects, process improvements, and other accounting and operational initiatives as needed.</li></ul><p><br></p>
<p>Boutique litigation firm, is seeking a Litigation Paralegal with 3–5+ years of experience to support a busy civil defense litigation practice in San Jose, California. This hybrid role requires regular on-site attendance and offers the opportunity to support matters throughout the full litigation lifecycle. As a Litigation Paralegal with this firm, you'll support up to five attorneys with document drafting, research, discovery, and trial support. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support attorneys in all phases of civil litigation, from case inception through trial and resolution. </li><li>Draft, review, and file pleadings, motions, discovery requests and responses, subpoenas, and correspondence. </li><li>Manage case files, maintain calendars, track deadlines, and ensure compliance with court rules and filing requirements.</li><li>Coordinate document production, discovery tracking, and case materials for depositions, mediations, and hearings.</li><li>Assist with trial preparation, including exhibit management, witness files, trial binders, and pretrial documentation. B</li><li>Conduct factual research, summarize records, and support attorneys with case organization and strategy preparation. </li><li>Communicate with clients, experts, vendors, court personnel, and outside counsel as needed. </li><li>Support eDiscovery processes, including document review, organization, and production, as needed. </li></ul><p><br></p>
<p>We are looking for a part-time Executive Assistant to support senior leadership through proactive scheduling, travel coordination, and meeting preparation. This is a Contract position suited for someone who can keep priorities organized, manage competing demands, and maintain a detail-oriented approach. The ideal candidate brings strong judgment, attention to detail, and the ability to anticipate executive needs in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee complex executive calendars, resolving scheduling conflicts and aligning meetings with shifting business priorities.</p><p>• Arrange domestic and international travel plans, including itineraries, transportation, lodging, and related logistics.</p><p>• Coordinate executive meetings by organizing agendas, confirming attendees, and ensuring materials are prepared in advance.</p><p>• Track travel details and schedule changes to help leaders stay informed and on time throughout their commitments.</p><p>• Serve as a central point of coordination for appointment planning, meeting timing, and day-to-day administrative support.</p><p>• Prepare and maintain organized scheduling records and travel information to support smooth executive operations.</p>
We are looking for an Accounts Receivable Specialist to join a healthcare-focused team on a contract-to-permanent basis. This position supports customer account activity by addressing billing-related questions, resolving concerns efficiently, and helping maintain accurate payment records. The role is well suited for someone who is comfortable managing a high volume of phone interactions while delivering attentive service and strong follow-through.<br><br>Responsibilities:<br>• Respond to customer inquiries related to accounts, billing, service concerns, and other account matters through inbound and outbound phone communication.<br>• Investigate payment and invoice questions by reviewing account details, clarifying charges, and applying payments accurately to outstanding balances.<br>• Follow up promptly on open issues to drive timely resolution and maintain positive customer relationships.<br>• Address complaints courteously, document outcomes in the system, and take appropriate steps to resolve account concerns.<br>• Process account updates such as adjustments, refunds, credit card transactions, and expedited payment requests with accuracy.<br>• Contact customers to collect payments and support resolution of past-due balances through courteous outbound outreach.<br>• Evaluate service cancellation requests, attempt to retain accounts when appropriate, and complete closure steps when cancellation is confirmed.<br>• Arrange for equipment pickup following account termination and direct calls to the appropriate internal teams when additional support is needed.<br>• Maintain organized records by scanning, filing, and documenting written and verbal customer communications, while managing a high daily call volume.
<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>
<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>Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>A well-established San Francisco–based law firm is seeking a Family Law Attorney to support its growing family law practice. This is a contract-to-hire opportunity for an attorney with hands-on experience handling a broad range of family law matters. The role offers direct client interaction, meaningful case responsibility, and the potential for long-term placement within a collaborative team-oriented environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage family law matters from inception through resolution, including dissolution, custody, support, and related issues</li><li>Draft pleadings, motions, declarations, and settlement agreements</li><li>Conduct case analysis, legal research, and factual investigations</li><li>Prepare for and attend court appearances, hearings, mediations, and settlement conferences</li><li>Communicate directly with clients, opposing counsel, and court personnel</li><li>Maintain organized case files and manage multiple deadlines</li></ul>
We are looking for an experienced Human Resources Business Partner to support leaders and employees in Morgan Hill, California. This role serves as a strategic advisor across talent planning, organizational effectiveness, employee relations, and HR program execution. The ideal candidate brings strong judgment, a practical understanding of California employment requirements, and the ability to translate workforce insights into meaningful business outcomes.<br><br>Responsibilities:<br>• Collaborate with business leaders to shape workforce strategies that strengthen team capability, succession readiness, and long-term talent growth.<br>• Provide trusted guidance to managers on performance concerns, employee development, coaching approaches, and day-to-day people decisions.<br>• Facilitate solutions related to organizational structure, team alignment, and overall operational effectiveness.<br>• Lead and resolve employee relations matters by conducting workplace reviews, addressing conflicts, and supporting corrective action when needed.<br>• Create and support HR initiatives involving policy administration, training delivery, employee engagement, and compliance-related practices.<br>• Oversee key HR programs such as compensation, benefits coordination, leave administration, recognition efforts, and performance processes.<br>• Review workforce data, HR metrics, and reporting trends to identify opportunities for improvement and support informed leadership decisions.<br>• Maintain compliance with employment laws and HR standards applicable to California and other supported locations.<br>• Track changes in labor regulations and industry developments, recommending updates to policies, practices, and systems as appropriate.
<p>We are seeking a detail-oriented AML Analyst for a 6-12 month <strong>contract </strong>opportunity supporting Anti-Money Laundering (AML) and financial crimes compliance initiatives. This role is 100% onsite in San Francisco, CA during the initial training period to ensure successful onboarding and knowledge transfer, and will transition to a hybrid schedule thereafter. The AML Analyst will be responsible for performing Level 1 alert reviews, investigating potentially suspicious activity, and documenting findings in accordance with regulatory requirements and internal policies. The ideal candidate will have experience in AML, compliance, risk management, or financial crime investigations and possess strong analytical, decision-making, and critical-thinking skills.</p><p><br></p><p>Duties:</p><ul><li>Review and investigate transaction monitoring alerts to identify potentially suspicious activity.</li><li>Analyze customer and transaction data to determine whether alerts should be escalated for further review.</li><li>Support the identification and documentation of cases that may warrant Suspicious Activity Report (SAR) consideration.</li><li>Conduct research and investigations while adhering to BSA/AML regulations, regulatory guidance, and internal compliance policies.</li><li>Document investigative findings clearly, accurately, and thoroughly within case management systems.</li><li>Apply sound judgment in alert disposition decisions while maintaining quality and compliance standards.</li><li>Collaborate with compliance, risk, and financial crimes teams to support ongoing monitoring and investigative efforts.</li><li>Meet productivity, quality, and service-level expectations in a fast-paced environment.</li></ul><p><br></p><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien at meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# AML Analyst **</p>
<p>We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month <strong>contract </strong>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.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance.</li><li>Evaluate investigative findings and determine whether cases warrant escalation or additional review.</li><li>Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings.</li><li>Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks.</li><li>Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures.</li><li>Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner.</li><li>Provide feedback and guidance to investigators to improve case quality and consistency.</li><li>Support audit, regulatory, and compliance requests related to AML investigations and reporting.</li></ul><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien: meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# Sr. Investigator Analyst **</p>
We are looking for an experienced SEC Compliance Manager/Director to lead external reporting and technical accounting activities for a growing organization in San Jose, California. This role is responsible for delivering accurate public company filings, overseeing complex accounting matters, and ensuring financial disclosures meet regulatory and audit standards. The ideal candidate brings deep knowledge of SEC reporting, strong judgment in U.S. GAAP application, and the ability to partner effectively across finance and executive stakeholders.<br><br>Responsibilities:<br>• Lead the preparation and review of periodic SEC filings, including Forms 10-K and 10-Q, with a focus on accuracy, completeness, and timeliness.<br>• Oversee the development of financial statements, footnote disclosures, and supporting schedules to ensure compliance with applicable reporting requirements.<br>• Manage technical accounting analyses for complex transactions, including lease accounting under ASC 842 and other emerging accounting matters.<br>• Direct equity accounting activities and ensure related transactions are properly recorded, documented, and disclosed.<br>• Coordinate closely with internal and external auditors to support quarterly and annual reviews, resolve issues, and maintain strong control over reporting deliverables.<br>• Establish and maintain reporting processes that support compliance with Exchange Commission requirements and evolving accounting standards.<br>• Partner with finance leadership and cross-functional teams to evaluate disclosure implications and improve the quality of external financial reporting.<br>• Review reporting packages and documentation to confirm consistency between underlying records, financial statements, and narrative disclosures.
We are looking for a Project Accountant to join a collaborative accounting team in Pleasanton, California on a Contract basis. In this role, you will support the financial management of multiple projects, working closely with project managers and leadership to keep billing, reporting, and cost tracking accurate and on schedule. This opportunity is well suited for someone who is organized, analytical, and comfortable balancing day-to-day accounting work in a fast-moving environment.<br><br>Responsibilities:<br>• Oversee project-related accounting activities across the full project lifecycle, from initial setup through final closeout<br>• Create and issue client invoices, verifying billing accuracy and ensuring timely distribution<br>• Work closely with project managers to align billing details, monitor budgets, and maintain visibility into project financial status<br>• Review unbilled labor, project expenses, and work-in-progress data to identify issues and support accurate reporting<br>• Communicate with clients regarding past-due balances, payment questions, and invoice follow-up<br>• Assist with accounts payable and accounts receivable tasks to support smooth daily accounting operations<br>• Contribute to payroll support activities, including reconciliations and related financial checks<br>• Prepare project financial reports and evaluate performance trends to help inform business decisions<br>• Maintain complete and accurate accounting and project records within project accounting systems<br>• Support month-end and year-end close processes and take on additional accounting assignments as needed
<p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong> Tax Manager or Senior Manager | $150K–$225K + Bonus</strong></p><p><br></p><p>📍 <strong>Hybrid </strong></p><p><br></p><p>🚀 <strong>Multi-Family Office | UHNW Clients </strong></p><p><br></p><p>This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.</p><p>It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)</li><li>Deliver proactive tax planning around <strong>QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting</strong></li><li>Own client relationships and work directly with UHNW families, their attorneys, and outside advisors</li><li>Review and sign complex tax returns while managing IRS and state tax notices</li><li>Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans</li><li>Select and implement tax software, technology, workflows, and AI tools</li><li>Establish compliance, quality control, and information security processes</li><li>Help determine the future hiring strategy and growth of the tax practice</li></ul><p><br></p>
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.
We are looking for a dedicated and detail-oriented Attorney to join our team in Los Altos, California. In this role, you will contribute to a well-established estate planning and trust administration practice, collaborating in a supportive and attentive environment. The ideal candidate is motivated, organized, and skilled in handling complex legal matters with precision and care.<br><br>Responsibilities:<br>• Draft and file legal petitions related to probate administration, conservatorships, and trust modifications, including Spousal Property petitions and Heggstad petitions.<br>• Prepare detailed fiduciary reports and accountings with accuracy and thoroughness.<br>• Manage discovery processes and ensure deadlines are consistently met.<br>• Communicate effectively with clients, court personnel, financial institutions, and government agencies to provide legal guidance and updates.<br>• Collaborate with attorneys, paralegals, and support staff to ensure seamless workflow and case management.<br>• Track and report billable hours promptly while maintaining compliance with firm expectations.<br>• Conduct research and draft motions, briefs, and other legal documents related to estate planning and administration.<br>• Provide legal support for trust litigation and conservatorship cases, ensuring compliance with relevant laws and regulations.<br>• Maintain meticulous attention to detail while managing a high-volume caseload.
<p>We are looking for a dedicated and ambitious attorney to join a successful civil litigation firm in San Francisco, California. </p><p><br></p><p>Responsibilities:</p><p>• Represent clients in civil litigation cases, ensuring their interests are effectively advocated in court.</p><p>• Draft and file motions, briefs, and other legal documents with accuracy and attention to detail.</p><p>• Conduct thorough legal research to support case strategies and arguments.</p><p>• Manage discovery processes, including reviewing and analyzing relevant evidence.</p><p>• Collaborate with colleagues to develop case strategies and prepare for trial.</p><p>• Participate in depositions, hearings, and trials to present and defend client positions.</p><p>• Maintain clear and precise communication with clients, keeping them informed about case progress.</p><p>• Ensure compliance with legal procedures, deadlines, and court requirements.</p><p>• Work closely with other attorneys and staff to support the overall success of the firm.</p><p>• Stay updated on changes in laws and regulations relevant to civil litigation.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><strong>Compensation: $115,000–$140,000 DOE</strong></p><p><br></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.</p><p>The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul>
<p>We are looking for a Payroll Specialist to manage accurate and timely payroll operations for a mid-sized workforce in California. This role is ideal for someone who is organized and confident handling end-to-end payroll activities in a fast-paced environment. The successful candidate will help maintain compliance, resolve payroll issues, and support employees with care.</p><p><br></p><p>Responsibilities:</p><ul><li>Process bi-weekly payroll, including payroll adjustments, deductions, direct deposits, PTO approvals, W-4 updates, meal break waivers, and manual checks.</li><li>Prepare and submit union benefit payments and maintain accurate payroll records.</li><li>Review, organize, and validate labor reports and payroll documentation to ensure timely and accurate payroll processing.</li><li>Administer wage garnishments and employee payroll-related communications with government agencies.</li><li>Develop, implement, and maintain payroll audit procedures to ensure data accuracy and compliance.</li><li>Generate payroll reports for Accounting, department leaders, and external stakeholders.</li><li>Analyze, investigate, and resolve payroll discrepancies and employee payroll inquiries.</li><li>Identify and implement process improvements to enhance payroll efficiency and accuracy.</li><li>Maintain confidentiality while handling sensitive employee and payroll information.</li><li>Collaborate with cross-functional teams and field locations to support payroll operations and business objectives.</li><li>Support company policies, compliance requirements, and training initiatives.</li><li>Assist with special projects and additional responsibilities as assigned by management.</li><li>Represent the company professionally and support organizational and marketing initiatives.</li><li>Work independently and collaboratively in a fast-paced, changing environment while maintaining strong attendance and reliability.</li></ul><p><br></p>
We are looking for an Operations Specialist to support performance monitoring and operational analysis within a consumer banking environment in San Jose, California. This Long-term Contract position focuses on improving service outcomes, evaluating business-critical processes, and delivering insights tied to call center performance and credit card operations. The ideal candidate brings a strong understanding of consumer lending and banking workflows, along with the ability to translate data into practical operational recommendations.<br><br>Responsibilities:<br>• Track and interpret call center performance indicators to identify trends, gaps, and opportunities for operational improvement.<br>• Review credit card and consumer banking activities to help maintain efficient, accurate, and compliant day-to-day operations.<br>• Conduct criticality assessments on processes and issues to support prioritization and business continuity decisions.<br>• Analyze operational data and prepare clear reporting for stakeholders to support informed decision-making.<br>• Partner with cross-functional teams to address workflow challenges and improve service delivery across customer-facing operations.<br>• Support process refinement efforts within lending and banking functions to increase consistency and reduce operational risk.<br>• Monitor exceptions, escalations, and recurring issues, recommending practical actions to improve performance and customer experience.
<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>