<p>A respected construction law firm seeking an experienced Litigation Attorney to join their team on a long-term contract basis. This role is fully remote and ideal for an attorney who excels in high-level written advocacy and deadline-driven work.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft and prepare briefs, motions, oppositions, replies, and related filings</li><li>Assist with trial preparation, legal research, strategy support, and documentation</li><li>Manage deadlines and coordinate with the internal legal team</li><li>No depositions or trials — this role is entirely behind-the-scenes litigation support</li></ul>
<p>Join a dynamic mid-sized East Bay law firm as a Labor & Employment Attorney in a fully remote capacity! This is an exciting opportunity to leverage your expertise in California employment law while enjoying flexibility and autonomy. You’ll play a key role in supporting the firm’s clients with compliance, policy development, and strategic guidance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide legal advice on labor and employment matters, including wage and hour compliance, workplace policies, and employee relations.</li><li>Draft, review, and negotiate employment agreements, severance packages, and collective bargaining agreements.</li><li>Handle litigation related to wrongful termination, discrimination, harassment, and retaliation claims.</li><li>Conduct workplace investigations and advise on disciplinary actions.</li><li>Stay current on federal, state, and local labor laws and proactively update clients on regulatory changes.</li><li>Collaborate with HR teams and management to develop compliant policies and training programs.</li><li>Prepare legal briefs, pleadings, and other documents for arbitration, mediation, and court proceedings</li></ul>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Hedge Fund | Fund Accountant | Bay Area | Remote flexibility | Up to $120k base + Bonus</strong></p><p> </p><p>Join a fast-growing Investment firm using AI and machine learning to tackle complex investment challenges. This is a dynamic, collaborative environment with a diverse team of finance and tech professionals, where you’ll work on meaningful projects and grow your career.</p><p> </p><p>The role offers a competitive salary, excellent health benefits, generous PTO, catered lunches, tech talks, fast-track growth potential, and<strong> fully remote options</strong>. You’ll have access to the latest tools and a supportive, team-oriented culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting, including monthly/annual financial statements, tax compliance, and treasury for multiple asset classes</li><li>Reconcile daily/monthly records with banks, counterparties, and fund administrators</li><li>Maintain accounting systems and produce daily/monthly P& L and AUM reports</li><li>Ensure settlement activities and internal controls are accurate</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>Join a leading firm at the intersection of finance and technology. We’re seeking a <strong>Fund Accountant</strong> to support fund accounting, post-trade operations, and financial reporting across multiple asset classes. In this role, you’ll collaborate with experienced finance professionals and technical teams to ensure accuracy, compliance, and operational excellence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare monthly/annual financial statements and manage tax compliance</li><li>Perform daily and monthly reconciliations across internal records and external partners</li><li>Maintain accounting systems and produce P& L and AUM reports</li><li>Partner with service providers to uphold internal controls</li></ul>
<p><strong>Accounts Payable Analyst</strong> (Contract – 10–12 Months)</p><p> <strong>Industry:</strong> Healthcare Finance</p><p> <strong>Location:</strong> Fully Remote (Must work P</p><p>ST hours)</p><p> <strong>Schedule:</strong> Full-Time</p><p> <strong>Duration:</strong> 10–12 Months</p><p> </p><p>Our established healthcare finance client is seeking an experienced <strong>Accounts Payable Analyst</strong> to support a major <strong>data migration to Workday</strong>. This fully remote role requires strong AP automation experience, particularly with <strong>Workday</strong>, <strong>Power Automate</strong>, and <strong>advanced Excel</strong>. Ideal candidates will have a keen eye for detail, strong analytical skills, and a passion for improving financial workflows.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>· <strong>Accounts Payable:</strong> Manage full-cycle AP including invoice processing, account reconciliation, and payment execution.</p><p>· <strong>Automation & Efficiency:</strong> Automate AP workflows using <strong>Power Automate</strong> and other tools to reduce manual tasks and improve efficiency.</p><p>· <strong>Workday Expertise:</strong> Utilize <strong>Workday ERP</strong> for AP processing, reporting, and integration support during data migration.</p><p>· <strong>Data Analysis:</strong> Use advanced Excel (pivot tables, formulas, macros) to analyze AP data and provide insights.</p><p>· <strong>Vendor Relations:</strong> Resolve invoice discrepancies and maintain strong vendor communications.</p><p>· <strong>Compliance:</strong> Ensure adherence to internal controls, policies, and financial regulations.</p><p>· <strong>Collaboration:</strong> Partner with finance, procurement, and cross-functional teams to align processes.</p><p> </p><p><br></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>Robert Half is partnering with a respected education entity seeking an experienced Public Records Paralegal to support their legal team. This fully remote role offers the opportunity to handle impactful public-sector work while maintaining a flexible, work-from-home schedule.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all aspects of <strong>California Public Records Act (CPRA)</strong> requests</li><li>Track, review, and process incoming public records requests</li><li>Coordinate with internal departments to collect, organize, and produce responsive documents</li><li>Conduct privilege reviews and apply appropriate redactions</li><li>Maintain accurate logs, timelines, and compliance documentation</li><li>Communicate with requestors and stakeholders professionally and timely</li></ul><p><br></p>
<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>
<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><strong>Job Description: Reinsurance Accountant (Contract or Contract-to-Hire) – San Mateo, Hybrid</strong></p><p><br></p><p><strong>Overview:</strong></p><p>Our company is seeking a skilled Reinsurance Accountant for a contract or contract-to-hire assignment based in San Mateo, CA. This role offers a hybrid work schedule combining remote flexibility with in-office presence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform general ledger accounting, ensuring accurate posting and maintenance of reinsurance transactions.</li><li>Prepare and review detailed account reconciliations related to reinsurance premiums, claims, settlements, and recoverables.</li><li>Maintain and reconcile reinsurance subsidiary ledgers to the general ledger.</li><li>Assist with monthly, quarterly, and annual closing processes, including preparation of journal entries and account analysis.</li><li>Collaborate with internal teams and external partners to resolve reconciliation issues and discrepancies.</li><li>Support audit requests, compliance requirements, and documentation for regulatory filings.</li><li>Participate in process improvement and automation initiatives within the reinsurance accounting function.</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>
<p>We are seeking an experienced Contracts Counsel to join a specialized management and consulting firm focused on the cell and gene therapy sector. This is a fully remote, full-time position supporting complex agreements that drive innovation in life sciences and biotech.</p><p><br></p><p>Responsibilities</p><ul><li>Draft, review, and negotiate a variety of contracts, including consulting agreements, master service agreements (MSAs), and vendor contracts for biotech and CGT projects.</li><li>Ensure contracts comply with applicable laws, industry regulations, and client requirements.</li><li>Collaborate with internal teams and external stakeholders to structure agreements that balance risk and business objectives.</li><li>Maintain contract templates and playbooks to streamline negotiation processes.</li><li>Provide guidance on contractual obligations, risk mitigation, and regulatory considerations.</li><li>Support contract lifecycle management and assist with resolving contractual disputes when necessary.</li></ul>
<p>We are seeking an experienced Commercial Counsel to join a mission-driven organization that provides policy, training, and wellness solutions to public safety agencies. This fully remote, full-time position focuses on negotiating and managing complex commercial agreements that help law enforcement, fire departments, and other public safety organizations reduce risk, improve operations, and support their personnel.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Draft, review, and negotiate a wide range of commercial agreements, including SaaS subscription contracts, government procurement agreements, and licensing deals for an integrated platform.</li><li>Advise internal teams on contract terms, compliance requirements, and risk mitigation strategies, ensuring alignment with federal and state standards and court rulings.</li><li>Collaborate with sales, procurement, and product teams to structure agreements that meet operational and regulatory needs of public safety agencies.</li><li>Maintain and update contract templates and negotiation playbooks to improve efficiency and consistency.</li><li>Monitor changes in laws and regulations impacting SaaS and government contracting, and provide guidance to stakeholders.</li><li>Support contract lifecycle management and assist with resolving contractual disputes when necessary.</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>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>Established mid sized law firm is seeking an experienced Litigation Attorney to join their team. As part of a mission-driven law firm, you will have the opportunity to work on diverse and meaningful litigation matters, primarily focused on real estate and public entity law. This role offers a hybrid work schedule, combining in-office collaboration with flexible remote options.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases for clients.</p><p>• Manage cases from inception to resolution, including pretrial litigation, discovery, and trial preparation.</p><p>• Draft and present motions, briefs, and other legal documents with precision and clarity.</p><p>• Conduct in-depth legal research and provide strategic advice to clients.</p><p>• Represent clients during oral arguments, hearings, and trials.</p><p>• Collaborate with colleagues to ensure high-quality legal services and successful case outcomes.</p><p>• Negotiate settlements and agreements effectively with opposing parties.</p><p>• Provide mentorship and leadership to less experienced attorneys and legal staff.</p><p>• Maintain up-to-date knowledge of California law and legal practices.</p><p>• Work seamlessly in a hybrid environment, balancing in-office and remote work commitments.</p>
<p>We are seeking a California-barred Document Review Attorney for a fully remote opportunity supporting litigation and compliance projects. This role is ideal for attorneys who are detail-oriented and comfortable working independently while meeting strict deadlines. Candidates must be local to the East Bay area for occasional in-person meetings or onboarding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze large volumes of documents for relevance, privilege, and confidentiality.</li><li>Identify key issues, patterns, and responsive materials in litigation or regulatory matters.</li><li>Apply case-specific protocols and coding standards accurately.</li><li>Collaborate with project managers and legal teams to ensure timely completion of review phases.</li><li>Maintain strict confidentiality and adhere to data security protocols.</li><li>Provide summaries or reports of findings as requested by supervising attorneys.</li></ul>
<p>A prominent plaintiff-focused litigation firm in San Francisco is seeking a driven Mid-Level Associate Attorney with 2 - 4 years of experience in complex litigation. This is an opportunity to join a team known for tackling high-stakes cases across a range of impactful areas. The firm excels in representing clients in complex disputes, including those involving antitrust and competition, consumer protection, environmental issues, human rights, data security, and commercial and financial matters.</p><p><br></p><p>In this role, the Associate will be deeply involved in all aspects of the litigation process. Responsibilities include:</p><ul><li>Evaluating potential claims and conducting thorough investigations.</li><li>Preparing key legal documents, such as memoranda, pleadings, and briefs.</li><li>Managing discovery, including taking and defending depositions.</li><li>Contributing to trial preparation and in-court proceedings.</li><li>Participating in settlement strategy and negotiations.</li></ul><p>While the Associate will contribute to antitrust litigation, they will also have the chance to gain experience in other areas of the firm’s practice.</p><p><br></p><p>The firm is seeking candidates who demonstrate:</p><ul><li>Strong teamwork and collaboration skills, combined with the ability to take initiative.</li><li>Excellent organizational skills and the capacity to manage multiple projects effectively.</li><li>A strong academic foundation, exceptional legal writing, and sharp analytical abilities.</li><li>The ability to thrive in a demanding, fast-paced environment.</li><li>A passion for complex problem-solving and a commitment to the firm’s mission.</li></ul><p>Qualifications:</p><ul><li>Juris Doctor (JD) degree.</li><li>2-4 years of litigation experience and/or federal clerkship experience.</li><li>Admission to the State Bar of California, or eligibility for prompt admission.</li></ul><p>Compensation and Benefits:</p><ul><li>Competitive salary range of $140,000 - $180,000 annually.</li><li>Comprehensive benefits package, including generous paid time off, parental leave, health coverage, and retirement plan options.</li><li>A hybrid work model with expectations of in-office presence a couple of days each week, plus some flexibility for remote work.</li></ul><p>The firm is dedicated to fostering a diverse and inclusive workplace and encourages applications from candidates from all backgrounds.</p><p><br></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><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>We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. This role is 100% remote, and focuses on ensuring accurate and timely financial reporting for our organization. Ideal candidates will bring strong expertise in financial management and reporting systems, as well as a proactive approach to delivering high-quality results. You must have experience with preparing form 990, proficiency in Workday Financial software, and Workiva. Please apply today!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage comprehensive financial reports, ensuring compliance with regulatory standards and organizational policies.</p><p>• Utilize Workday Financial Management and Workday ERP systems to optimize reporting workflows.</p><p>• Collaborate with cross-functional teams to ensure accurate and timely delivery of financial data.</p><p>• Leverage tools such as Workiva and Power BI to enhance reporting efficiency and data visualization.</p><p>• Review and analyze financial statements to identify trends and provide actionable insights.</p><p>• Ensure adherence to all financial reporting requirements and assist with audits as needed.</p><p>• Drive improvements in reporting processes to achieve greater accuracy and efficiency.</p><p>• Maintain up-to-date knowledge of financial regulations and reporting standards.</p><p>• Provide leadership and guidance to team members involved in reporting activities.</p>
