<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Boutique Wealth Management Firm</strong></p><p><strong>Location:</strong> Hybrid (San Francisco, 2 days/week) or Fully Remote</p><p><br></p><p><strong>About the Opportunity</strong></p><p>Join a highly specialized wealth management firm that serves an exclusive clientele of senior executives, partners in consulting and law, and other accomplished professionals. Our approach is boutique and deeply personalized, focusing on comprehensive financial planning and long-term wealth strategies. This is an opportunity to work in a dynamic, forward-thinking environment that values precision, client care, and innovation.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As a <strong>Client Service Associate</strong>, you’ll be the backbone of client relationships—providing exceptional service, managing critical administrative processes, and ensuring seamless coordination between clients, advisors, and custodians. Your work will directly impact the client experience and the success of our advisory team.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the first point of contact for client inquiries and requests</li><li>Prepare and process documentation for new and existing accounts</li><li>Coordinate with custodians and vendors to ensure smooth transactions</li><li>Manage calendars, schedule meetings, and support advisor travel logistics</li><li>Prioritize multiple tasks in a fast-paced environment</li><li>(If licensed) Assist with trading and portfolio rebalancing</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive salary with annual profit sharing and 401(k) match</li><li>Comprehensive medical and dental benefits</li><li>Flexible overtime pay options</li><li>Generous vacation and sick time</li><li>Paid NYSE holidays</li><li>A collaborative, tech-savvy culture that values growth and innovation</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Associate Financial Planner – Boutique Wealth Advisory Firm</strong></p><p><strong>Location:</strong> Hybrid (San Francisco, 2 days/week) or Fully Remote</p><p><br></p><p><strong>About the Opportunity</strong></p><p>This is a rare chance to launch or advance your career in financial planning with a highly specialized wealth advisory team serving high-net-worth and ultra-high-net-worth families. Our approach is deeply analytical and personalized, focusing on strategic planning for senior executives and board members of public companies. You’ll work directly with the Managing Director, who is recognize as a top advisor in the industry, gaining hands-on experience and mentorship in all aspects of wealth management.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As an <strong>Associate Financial Planner</strong>, you’ll be immersed in complex, data-driven financial planning from day one. You’ll learn to craft sophisticated solutions for clients, analyze multi-layered scenarios, and apply critical thinking to real-world financial challenges. This role offers a clear progression path, including exposure to investment strategies, advanced planning tools, and the opportunity to pursue professional certifications.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Build and analyze comprehensive financial plans using industry-leading platforms</li><li>Research and model scenarios for retirement, tax strategies, equity compensation, and estate planning</li><li>Prepare client meeting materials, agendas, and financial analyses</li><li>Stay current on economic trends and tax code changes to inform client strategies</li><li>Collaborate with outside professionals and custodians to implement plans</li><li>Progressively take on more responsibility, including investment analysis and client-facing work</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation with bonus and profit sharing</li><li>401(k) match and comprehensive medical/dental benefits</li><li>Significant growth potential with year-over-year raises</li><li>Generous vacation and paid NYSE holidays</li><li>A collaborative, high-performance culture committed to your professional development</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role:</strong></p><p>We are looking for a proactive and detail-oriented Client Service Associate to provide administrative and relationship management support to both clients and the advisory team. This role is essential for ensuring smooth operations and delivering exceptional client service.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle client service tasks, including calls, documentation, and wire transfers.</li><li>Prepare and transmit transaction documents; coordinate with custodians to ensure accuracy.</li><li>Act as liaison between advisors, clients, and middle-office functions such as trading, portfolio management, and billing.</li><li>Schedule meetings, manage calendars, and assist with travel arrangements.</li><li>Prioritize multiple requests and resolve issues efficiently.</li><li>If licensed, support trading activities including order entry and portfolio rebalancing.</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive salary with profit sharing and 401(k) match.</li><li>Medical and dental coverage.</li><li>Paid vacation, sick days, and NYSE holidays.</li><li>Opportunities for growth and flexible overtime pay.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Associate Financial Planner</strong></p><p><br></p><p><strong>About the Role:</strong></p><p> We are seeking a detail-oriented and analytical Associate Financial Planner to support a senior advisor in delivering comprehensive, data-driven financial planning for high-net-worth clients. This is an excellent opportunity to build a long-term career in wealth management, gain hands-on experience, and progress toward advanced certifications.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial plans covering retirement, estate planning, education funding, stock options, and risk management.</li><li>Utilize financial planning software (e.g., eMoney) to model scenarios and develop client strategies.</li><li>Research tax laws, economic trends, and investment options to inform recommendations.</li><li>Assist in client meeting preparation, including agendas, reports, and coordination with external professionals.</li><li>Monitor client portfolios and financial situations with precision and accuracy.</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive salary with bonus and profit-sharing potential.</li><li>401(k) match, medical/dental benefits, and paid vacation.</li><li>Significant growth opportunities and professional development support.</li></ul>
<p><strong>Job Title:</strong> Accounts Receivable / Billing Analyst – Invoicing Specialist</p><p><strong>Location:</strong> Hybrid (San Mateo, CA – Mon, Wed, Thurs on-site) <strong><em>or Remote (PST working hours required)</em></strong></p><p> <strong>Schedule:</strong> Full-time | Must work Pacific Time hours</p><p> <strong>Reports To:</strong> Accounting Manager / Finance Director</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a detail-oriented and experienced <strong>Accounts Receivable / Billing Analyst (Invoicing Specialist)</strong> to join our non-profit finance team. The ideal candidate will have a strong background in <strong>medical and Medicaid billing</strong>, with at least <strong>3 years of healthcare billing and invoicing experience</strong>. This role will manage the end-to-end invoicing process, ensure billing accuracy, and maintain compliance with payer requirements.</p><p>The position is <strong>hybrid for Bay Area candidates</strong> (required on-site in San Mateo Monday, Wednesday, and Thursday) or <strong>remote for out-of-area candidates</strong> able to work PST hours.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, review, and process approximately <strong>50 invoices per month</strong> for healthcare services.</li><li>Manage <strong>Medicaid and other medical billing submissions</strong>, ensuring compliance with payer requirements and timelines.</li><li>Reconcile accounts receivable and track payment status to ensure timely collections.</li><li>Investigate and resolve billing discrepancies or payment issues.</li><li>Maintain accurate documentation of invoices, remittances, and billing adjustments.</li><li>Collaborate with internal teams (Finance, Operations, and Client Services) to ensure accurate billing data.</li><li>Generate AR and billing reports as needed for management review.</li><li>Assist with month-end close activities and audit support as requested.</li></ul><p> </p>
<p>Are you an experienced litigator looking for a flexible, remote opportunity? Our client is seeking a Commercial Litigation Attorney for a contract-to-hire engagement. This role offers autonomy, meaningful work on complex cases, and the potential for long-term placement. We are open to both part-time and full-time candidates.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all stages of commercial litigation, from case strategy through trial preparation.</li><li>Draft, review, and edit complex pleadings, motions, briefs, and settlement agreements.</li><li>Conduct in-depth legal research and provide strategic guidance on shareholder derivative actions and high-stakes commercial disputes.</li><li>Coordinate with internal teams and external stakeholders to ensure efficient case management and timely filings.</li><li>Maintain organized case files and ensure compliance with all court deadlines and procedural requirements.</li></ul><p><br></p>
We are looking for a skilled Paralegal to join our team in San Jose, California. This role offers the flexibility of a hybrid schedule and is open to remote candidates with exceptional qualifications. The ideal candidate will bring expertise in civil litigation, trial preparation, and case management while contributing to a dynamic legal environment.<br><br>Responsibilities:<br>• Assist with discovery processes, including gathering and organizing relevant documents.<br>• Provide comprehensive support in civil litigation cases, ensuring deadlines and filings are met.<br>• Prepare trial materials and documentation, collaborating with attorneys for effective case presentation.<br>• Manage case files using specialized software, maintaining accuracy and organization.<br>• Conduct legal research and draft correspondence to support attorneys in various matters.<br>• Monitor billable hours to meet monthly and annual targets efficiently.<br>• Handle family law cases with attention to detail and client confidentiality.<br>• Coordinate with clients and legal teams to ensure effective communication and case progress.<br>• Support hybrid legal assistant and paralegal responsibilities as required.<br>• Maintain compliance with legal standards and procedures throughout all casework.
<p>Boutique California law firm is seeking a senior litigation attorney to join their team on a remote basis. This role will play a crucial role in handling federal court cases and managing matters independently and is well-suited for a candidate with strong analytical, research, and writing skills. This role can be fully remote anywhere in the United States, but this person must hold an ACTIVE CALIFORNIA BAR ADMISSION. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle federal court cases, utilizing strong analytical and research skills.</p><p>• Conduct independent management of matters requiring legal expertise.</p><p>• Work on ERISA delinquent contributions and withdrawal liability cases.</p><p>• Apply your background in employment law and financing to relevant cases.</p><p>• Defend depositions, showcasing your trial experience.</p><p>• Contribute to civil litigation cases, utilizing your experience and skills.</p>
We are looking for a detail-oriented Legal Secretary to join our team on a contract basis in San Jose, California. In this role, you will provide essential support to our legal department, focusing on civil litigation tasks and administrative duties. This position offers a hybrid work schedule, with initial training on-site and two remote workdays once training is completed.<br><br>Responsibilities:<br>• Prepare, format, and proofread legal documents, including motions, answers, and contracts.<br>• Manage e-filing processes for state court cases and ensure compliance with deadlines.<br>• Coordinate scheduling and calendaring for legal proceedings and internal meetings using ProLaw.<br>• Assist with overflow tasks related to personal injury, civil rights litigation, and breach of contract cases.<br>• Maintain organized document filing systems using SharePoint and Adobe Acrobat.<br>• Communicate effectively with internal teams via Outlook to ensure smooth workflow and task completion.<br>• Provide support for transactional tasks as needed to meet departmental demands.<br>• Ensure proper service of legal documents in accordance with civil litigation procedures.<br>• Adapt to a hybrid work environment, with initial on-site training followed by scheduled remote workdays.
<p>Mid-sized law firm with multiple locations in California is offering an exciting opportunity for an experienced Attorney. This role can be HYBRID REMOTE OR FULLY REMOTE, BUT THIS PERSON MUST RESIDE IN CALIFORNIA. This role involves representing clients in subrogation matters. You will be working in a congenial atmosphere that is busy yet welcoming. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Represent clients effectively in subrogation and worker's compensation cases</p><p>• Utilize civil litigation skills to handle legal matters</p><p>• Draft and argue motions as part of the legal process</p><p>• Exhibit strong analytical skills through thorough research and examination of cases</p><p>• Provide high quality, cost-effective legal representation for clients</p><p>• Manage a diverse community of clients, attorneys, and staff</p><p>• Utilize subrogation claim knowledge in legal proceedings</p><p>• Apply civil litigation experience to handle complex cases</p><p>• Travel occasionally as required by cases or clients</p><p>• Maintain good standing with the California State Bar.</p>
<p>A San Francisco–based fintech company is seeking a Commercial Counsel to support its legal team on a remote contract basis. Reporting to the Senior Commercial Counsel, this attorney will take the lead on reviewing, drafting, and negotiating vendor and procurement agreements, with a particular focus on SaaS, data privacy (including DPAs), and AI-related provisions.</p><p>The ideal candidate brings hands-on experience negotiating from the vendor/provider side of technology transactions, strong business judgment, and the ability to operate independently in a fast-paced, high-growth environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li> Review, draft, and negotiate a wide range of vendor and technology agreements, including SaaS, professional services, and procurement contracts.</li><li>Negotiate and advise on vendor-side commercial terms, ensuring alignment with internal policies, business objectives, and customer requirements.</li><li>Advise on data privacy and security issues in vendor engagements, including Data Processing Agreements (DPAs) and related privacy/security terms.</li><li>Negotiate AI-related provisions in vendor and data licensing contracts (e.g., data rights, model training restrictions, use limitations, and regulatory compliance).</li><li>Provide practical and strategic legal guidance to cross-functional teams with minimal ramp-up.</li><li>Maintain organized contract records and support improvements to templates, playbooks, and contract management processes.</li><li>Partner with business stakeholders to align contract terms with operational and strategic goals.</li></ul><p><br></p>
<p>We are looking for a dedicated Family Law Attorney to join a boutique law firm based in the East Bay. This role can be onsite, hybrid remote, OR mostly REMOTE. This firm specializes in providing high-quality legal services in family law, handling complex cases with a commitment to excellence and client care. They pride ourselves on maintaining strong relationships within the legal community and fostering a supportive, collaborative work environment.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in family law matters, including divorce, custody, and support cases.</p><p>• Conduct thorough legal research and analysis to support case strategies.</p><p>• Draft and review motions, pleadings, agreements, and other legal documents.</p><p>• Provide expert guidance and counsel to clients regarding family law issues.</p><p>• Collaborate with colleagues to develop case strategies and share insights.</p><p>• Build and maintain strong relationships with judges, attorneys, and other legal professionals.</p><p>• Participate in firm-wide activities and contribute to a positive team culture.</p><p>• Ensure compliance with legal standards and regulations in all casework.</p><p>• Manage case files and ensure timely communication with clients.</p><p>• Uphold the firm’s reputation for delivering exceptional legal services.</p>
<p>We are looking for an experienced Payroll Manager to oversee and manage all aspects of payroll operations for a fast-growing start-up. This role requires expertise in processing payroll for U.S. employees and handling international payroll functions with precision and efficiency. As this is a long-term contract position, we seek an individual with strong attention to detail who can ensure compliance, accuracy, and timeliness in payroll processes while supporting the organization’s growth. This role is 100% remote. If you have experience with Deel software, that is a BIG plus. Since this company is a tech start-up, you must be proficient at preparing stock-based compensation.</p><p><br></p><p>Start date is ideally 11/17/25. Please apply today!</p><p><br></p><p>Responsibilities:</p><p>• Manage and process full-cycle payroll operations for a multi-state workforce exceeding 500 employees.</p><p>• Ensure compliance with regulatory requirements and company policies in all payroll activities.</p><p>• Handle international payroll processing, including tax regulations and global standards.</p><p>• Utilize ADP Workforce Now and Deel payroll systems to execute payroll functions effectively.</p><p>• Reconcile payroll discrepancies and resolve issues promptly to maintain accuracy.</p><p>• Collaborate with HR and finance teams to streamline payroll processes and reporting.</p><p>• Oversee payroll audits to ensure data integrity and compliance.</p><p>• Address employee inquiries related to payroll and resolve concerns in a courteous and efficient manner.</p><p>• Provide detailed payroll reports and analytics to support organizational decision-making.</p><p>• Stay updated on changes in payroll laws and regulations to ensure ongoing compliance.</p>
<p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
<p>We are looking for a skilled Systems Business Analyst to join our team on a 100% remote basis. In this role, you will collaborate closely with cross-functional teams, including IT and accounting, to implement and optimize Workiva reporting software and ensure seamless integration with Workday Financials. This is an excellent opportunity for a proactive individual with hands-on experience in Workiva and financial systems looking to contribute to a meaningful non-profit organization. You will need to work on West Coast (Pacific) time zone. This role is only open to Business Analysts living in the U.S.A. It is 40 hours/week and W-2. If you are proficient in Workiva and Workday Financial, and interested in this 7 month role, please apply today.</p><p><br></p><p>Responsibilities:</p><p>• Lead the implementation of Workiva reporting software, then integrate it with Workday Financial.</p><p>• Develop and build out comprehensive financial reports within the Workiva platform.</p><p>• Facilitate the integration of Workday Financials with Workiva to enable automated reporting and analytics processes.</p><p>• Collaborate with IT and accounting teams to streamline workflows and troubleshoot system-related issues.</p><p>• Provide training and guidance to team members on utilizing Workiva tools effectively.</p><p>• Manage project timelines and deliverables while ensuring high-quality outcomes.</p><p>• Analyze business requirements and document them clearly to support system enhancements.</p><p>• Leverage Power BI and Power Automate to support data visualization and reporting needs.</p><p>• Ensure adherence to SOX compliance and GAAP accounting standards throughout system processes.</p><p>• Serve as a subject matter expert for Workiva modules, offering insights to optimize functionality and usage.</p>
<p><strong>Assistant Controller – Venture Capital</strong></p><p>📍 Palo Alto, CA | Hybrid / <strong>Remote Option</strong></p><p>💰 $150–180k base + Bonus + Carry Potential</p><p> </p><p>📩 <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with an established and growing venture capital firm based in Palo Alto that is seeking an <strong>Assistant Controller</strong> to support and help scale its internal finance function. With over $500M in assets under management across four active funds—and a fifth fund launching soon—this is a critical hire as the firm prepares for its next phase of growth.</p><p> </p><p><strong>About the Role:</strong></p><p>This is a hands-on position for a finance professional with strong fund accounting experience who is ready to take on a high-impact role. Reporting directly to the Founding Partner, the Assistant Controller will work as the key internal finance resource—supporting fund operations and managing relationships with external vendors including the fund administrator, tax advisors, auditors, and a fractional CFO.</p><p>This is an excellent opportunity for someone who thrives in a lean, entrepreneurial environment and is eager to grow with the firm by refining systems, supporting infrastructure development, and playing an integral part in future fundraising cycles.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Support all fund and management company accounting</li><li>Assist with audits and tax processes alongside external providers</li><li>Help maintain reporting to LPs, including capital calls and distributions</li><li>Monitor cash flow and support capital planning across entities</li><li>Contribute to the buildout of internal financial controls and processes</li><li>Prepare internal financial reports and LP-facing dashboards</li><li>Assist in fund modeling, valuations, and fundraising preparation</li><li>Partner closely with the Founder and leadership team on strategic initiatives</li></ul>
<p>We are looking for an experienced Tax Associate to join our team in Los Gatos, California. In this role, you will be responsible for preparing and reviewing individual tax returns while ensuring compliance with tax regulations. This position requires strong attention to detail and a thorough understanding of tax preparation processes.</p><p>This is a unique position for work life balance - max 40 hours in busy season, and a minimum of 6 hours outside of Tax season - which can be remote!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual tax returns for accuracy and compliance with current tax laws.</p><p>• Ensure all tax documents and filings meet required deadlines and standards.</p><p>• Conduct in-depth analyses of financial data to identify tax-saving opportunities.</p><p>• Collaborate with clients to gather necessary financial information and address tax-related inquiries.</p><p>• Stay updated on changes in tax regulations and ensure compliance in all filings.</p><p>• Utilize Lacerte Tax Software to efficiently complete tax preparation tasks.</p><p>• Assist in resolving discrepancies or issues related to tax filings.</p><p>• Provide guidance and recommendations to clients for optimizing their tax situations.</p><p>• Maintain accurate records of all tax documents and correspondence.</p>
<p><strong>Contract Job Description: Payroll Analyst</strong></p><p><strong>Position Title:</strong> Payroll Analyst</p><p><strong>Contract Type:</strong> Temporary/Contract</p><p><strong>Location:</strong> Onsite (Most likely 5 days a week; 4 days onsite/1 day remote may be possible once fully trained)</p><p><br></p><p><strong>Payroll Type:</strong> Weekly and bi-weekly</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p>The Payroll Analyst will fulfill a mix of operational and administrative payroll functions, with a focus on managing inquiries and resolving employee-related payroll concerns. While actual payroll processing may not be the core responsibility, prior payroll-processing experience is a significant advantage. Key tasks include:</p><ul><li>Responding to employee inquiries regarding issues such as termination checks, pay discrepancies, and garnishments.</li><li>Following up with employees to resolve questions or address payroll-related concerns.</li><li>Proactively managing communication across various channels (IM, calls, emails - Slack) to ensure timely resolution of issues.</li><li>Providing support to a team experiencing organizational change and a fast-paced environment due to system migration and testing.</li><li>Collaborating cross-functionally and directing traffic effectively to ensure smooth payroll operations.</li></ul><p><strong>Preferred Experience:</strong></p><ul><li>Familiarity with union payroll operations would be highly beneficial.</li></ul><p><br></p><p><br></p>
<p>We are looking for an experienced Bookkeeper to join our team in Danville, California. The ideal candidate will play a crucial role in managing financial tasks for high-net-worth clients, ensuring accuracy, confidentiality, and exceptional customer service. This position offers a friendly office environment with the potential for remote work after an initial in-office period.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage client bill payments and oversee all related financial processes.</p><p> • Record and categorize transactions accurately in Quicken, including customized client reporting.</p><p> • Prepare and complete monthly bank reconciliations and financial reports.</p><p> • Communicate directly with client vendors (e.g., utilities, home services) to ensure timely payments and issue resolution.</p><p> • Monitor client account cash flow and coordinate funding as needed.</p><p> • Deliver personalized client support, including move coordination, utility setup, detailed reporting, charge dispute research, and collaboration with insurance brokers.</p>
<p>High end boutique firm is seeking an associate attorney to join their team. This is a hybrid remote role. If you are eager to learn from an experienced partner with an interest in furthering their career and looking for an opportunity where you will thrive, this could be the job for you. The permanent Attorney will work in the Walnut Creek, California, area. </p><p>How you will make an impact</p><p><br></p><p>- Supporting attorneys and staff within the practice groups department</p><p><br></p><p>- Communicate with clients and opposing counsel</p><p><br></p><p>- Analyze and summarize legal documents</p><p><br></p><p>- Legal research and drafting of a wide range of legal documents</p>
<p>Our client is seeking a dedicated Project Manager to join their team. In this Contract-to-Permanent position, you will oversee the planning, execution, and delivery of various programs and client projects aligned with organizational goals. This role requires exceptional organizational skills, proactive problem-solving abilities, and the capacity to manage both strategic initiatives and detailed project tasks.</p><p><br></p><p>This is a 100% remote role with some annual travel to events. Hourly pay range is expected to be $25-$31/hr DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Create and implement comprehensive project plans, including timelines, budgets, and deliverables</p><p>• Identify and mitigate risks to ensure successful project outcomes</p><p>• Coordinate with staff, consultants, and volunteers to drive project objectives</p><p>• Organize and lead meetings, preparing agendas and documenting follow-ups</p><p>• Manage budgets for assigned programs and ensure financial accountability</p><p>• Develop and deliver reports, proposals, and other project-related documentation</p><p>• Manage several annual events we host both in person and on line</p><p>• Build and maintain effective communication with internal and external stakeholders</p><p>• Occasionally travel to attend meetings and events as required</p><p>• Align project initiatives with organizational strategies and goals</p>
<p>We are looking for a skilled Technical Program Manager to lead and oversee multiple cybersecurity incident response projects in a fast-paced and dynamic environment. This contract-to-hire position involves managing critical engagements with end users, cyber insurance providers, and incident response teams. The ideal candidate will excel in stakeholder collaboration, project organization, and ensuring seamless communication across all parties. This position is a remote opportunity. </p><p><br></p><p>Responsibilities:</p><p>• Manage multiple cybersecurity incident response projects simultaneously, ensuring effective communication and alignment among all stakeholders.</p><p>• Coordinate and lead calls with clients, maintaining a detail-oriented approach and delivering timely updates and reports.</p><p>• Oversee project timelines and scope, handling approximately 3–4 projects per week initially and scaling to 10–20 engagements weekly.</p><p>• Provide structured support to clients during high-pressure situations, ensuring clear escalation paths and smooth workflows.</p><p>• Collaborate with cross-functional teams to ensure seamless integration and alignment across all aspects of the project.</p><p>• Maintain accurate and organized project documentation and databases using customized tools for tracking and reporting.</p><p>• Assist sales representatives in coordinating projects, offering guidance and support as needed.</p><p>• Adapt to early-morning schedules to accommodate client needs and calls, demonstrating flexibility and commitment.</p>
<p>We are looking for a skilled Tax Preparer to join our team in San Ramon, California. This Contract to permanent position offers an excellent opportunity to work with an experienced tax team, handling diverse tax returns for individuals, businesses, trusts, and partnerships. The role provides a consistent Monday-Friday schedule and the potential for remote work after completing training.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist the tax team in preparing and reviewing complex individual and partnership tax returns.</p><p>• Manage tax filings for various entities, including individuals, businesses, trusts, and partnerships.</p><p>• Utilize Ultra Tax Software and Creative Solutions to ensure accurate and efficient tax preparation.</p><p>• Analyze financial information and ensure compliance with relevant tax laws and regulations.</p><p>• Build and maintain strong client relationships by delivering exceptional service and communication.</p><p>• Coordinate multiple tasks and projects while adhering to strict deadlines.</p><p>• Apply working knowledge of automated accounting systems to streamline processes.</p><p>• Conduct thorough follow-ups to ensure all tax-related matters are resolved promptly and effectively.</p><p>• Collaborate with team members to support the completion of over 1,000 tax returns during peak seasons.</p><p>• Provide clear and detail-oriented communication, both written and verbal, to clients and stakeholders.</p>
<p>Join a dynamic Revenue Accounting team that supports Sales Strategic Business Units. This role manages Order-to-Cash (O2C) processes for an assigned portfolio of customers and collaborates across Sales and Finance divisions to deliver valuable insights and ensure operational excellence. </p><p><br></p><p>This will by a hybrid role with 3 days onsite and the rest remote.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Ensure timely collections, manage open invoices, resolve payment delays, and serve as an expert in customer payment processes like EDI setups and vendor portals.</li><li>Trade & Deductions Management: Research and resolve customer deductions for trade promotions and supply-chain claims, maintain balances, analyze charges, and collaborate with Sales Planning and Finance to monitor budgets effectively</li><li>Delegate and audit deduction resolution tasks handled by the Broker’s BPO division and ensure compliance with KPIs.</li><li>Serve as the primary point of contact for portfolio analysis, customer P& L reviews, financial forecasts, and trade-spend research.</li></ul><p><br></p>
<p>We are seeking an attorney with federal litigation experience to join a congenial remote firm. The successful candidate will be responsible for a variety of tasks, including research, analysis, and writing, and will have the opportunity to engage with clients and other service providers.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Draft and argue motions in federal court. </p><p>• Make appearances and litigate withdrawal liability matters. </p><p>• Prepare and review legal documents, including plan documents and amendments, SPDs, notices, policies, and forms.</p><p>• Handle matters related to the Affordable Care Act, Pension Protection Act, and American Rescue Plan Act.</p><p>• Stay updated on DOL regulations and other guidance, implementing necessary changes to ensure compliance.</p><p>• Manage investment contracts and QDROs, providing legal advice as needed.</p><p>• Engage effectively with clients and other service providers, ensuring clear communication and mutual understanding.</p><p>• Handle issues related to labor and employment laws, providing legal advice and support.</p><p>• Maintain strong analytical skills, aiding in the identification and resolution of complex legal issues.</p><p>• Utilize strong writing skills to prepare clear and concise legal documents and correspondence.</p><p>• Use interpersonal skills to effectively engage and communicate with clients.</p>
