We are looking for a Technology Asset Management Coordinator I to join a Contract position supporting enterprise technology asset operations in San Ramon, California. This role is ideal for someone who combines strong inventory discipline with hands-on coordination of hardware movement, record accuracy, and system-based asset tracking. The position plays an important part in keeping equipment lifecycle activities organized, compliant, and responsive to business needs across procurement, deployment, returns, and retirement.<br><br>Responsibilities:<br>• Oversee day-to-day technology asset activities by updating lifecycle records, maintaining accurate inventory data, and supporting consistent control of hardware from acquisition through disposal.<br>• Administer asset information within ServiceNow by processing changes, supporting automated workflows, and reconciling records to reflect current equipment status.<br>• Receive incoming IT equipment, document each item through barcode-based tracking, and ensure asset details are entered correctly into system records.<br>• Coordinate the shipment and distribution of laptops, desktops, mobile devices, and related accessories to internal teams and end users.<br>• Support stock replenishment by preparing purchase order documentation, tracking incoming orders, and helping maintain appropriate inventory levels.<br>• Handle equipment returns from office and field locations, assess reusable devices, and return eligible assets to available inventory.<br>• Perform routine audits, cycle counts, and exception reviews to identify discrepancies and improve inventory accuracy.<br>• Manage asset-related tickets by documenting work thoroughly, resolving requests promptly, and keeping customers informed throughout the process.<br>• Arrange responsible e-waste handling and disposal activities in alignment with company standards and applicable environmental practices.<br>• Produce reports covering inventory balances, asset lifecycle performance, and audit results to support operational visibility and decision-making.
<p>We are looking for an experienced Network/Systems Manager to join our team in Livermore, California. This is Network/Systems Manager a Contract-to-Permanent position offering an opportunity to lead and oversee critical network operations while collaborating with management and technical teams. The ideal Network/Systems Manager will take ownership of network systems, provide strategic recommendations for improvements, and ensure seamless technology operations across multiple sites. This is an onsite position sitting in Livermore, Ca. </p><p><br></p><p>The ideal Network/Systems Manager will have Palo Alto firewall experience, strong Cisco networking skills, and a background in Active Directory, VMware, and Google Workspace. The Network/Systems Manager will also help manage security in collaboration with our managed security provider, including patch management, configurations, and oversight of new firewall deployment. Experience with Cisco VoIP systems—particularly in design and configuration—is preferred. </p><p><br></p><p>When the current manager is out, this Network/Systems Manager role will act as the primary liaison to upper management, requiring excellent communication skills and the ability to present clearly to executives. You will also be the go-to person for staff when issues arise, ensuring problems are addressed quickly and effectively.</p><p><br></p><p>Responsibilities:</p><p>•<strong>Key Responsibilities</strong></p><ul><li>Oversee the network and virtual server environments, ensuring reliable and secure operations across all sites.</li><li>Administer LAN/WAN infrastructure including Cisco network equipment, virtualization platforms (VMware), Active Directory, user accounts, and network services.</li><li>Manage and configure firewalls (Palo Alto) and coordinate with security providers for patching, monitoring, and threat mitigation.</li><li>Oversee deployment of new network and security hardware, including upcoming firewall projects.</li><li>Configure and support Cisco VoIP systems, including design and implementation.</li><li>Troubleshoot and resolve hardware, software, and network issues to minimize downtime.</li><li>Evaluate requests for technical assistance, determine appropriate actions, and assign resources accordingly.</li><li>Collaborate with leadership to plan short- and long-term technology upgrades, replacements, and system improvements.</li><li>Design and optimize network architectures (e.g., VLAN, VPN, routing, content filtering, QoS, IDS/IPS, etc.) for high performance and security.</li><li>Install and update network software, service packs, and security patches across multiple platforms.</li><li>Monitor servers, appliances, and network devices to ensure proper performance and availability.</li><li>Lead technology projects, including migrations, new implementations, and product evaluations, ensuring they meet deadlines and quality standards.</li><li>Coordinate with internal teams, vendors, and contractors to complete projects and resolve issues efficiently.</li><li>Prepare documentation including network maps, technical reports, procedures, and recommendations for improvements.</li><li>Stay informed on industry trends, tools, and best practices to inform purchasing and operational strategies.</li><li>Act as a primary contact for management, providing updates, reports, and recommendations.</li></ul><p><br></p>
<p>We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.</p><p>• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.</p><p>• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.</p><p>• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.</p><p>• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.</p><p>• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.</p><p>• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.</p><p>• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.</p><p>• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.</p>
<p>We are looking for an experienced Infrastructure Project Manager to lead major technology upgrade efforts in San Francisco, California. This role will oversee enterprise telephony and audio/visual modernization programs, partnering with technical teams, vendors, and leadership to keep delivery on track and aligned with organizational goals. This is a long-term contract position for an individual who can bring structure, visibility, and strong stakeholder communication to complex infrastructure initiatives.</p><p><br></p><p>This is an on-site, long-term contract. </p><p><br></p><p>Responsibilities:</p><p>• Direct concurrent infrastructure modernization projects, ensuring scope, timelines, budgets, and milestones are actively managed from initiation through completion.</p><p>• Build and maintain detailed project plans, monitor dependencies and risks, and drive timely resolution of issues that could affect delivery.</p><p>• Prepare leadership-facing updates that clearly communicate progress, financial status, key decisions, and areas requiring attention.</p><p>• Coordinate with internal technology teams, business partners, and external service providers to keep implementation activities aligned across workstreams.</p><p>• Oversee vendor and contractor performance by tracking deliverables, reviewing schedules, and addressing gaps in execution.</p><p>• Facilitate meetings, status reviews, and decision-making sessions with stakeholders ranging from operational staff to executive leaders.</p><p>• Translate technical project details into practical business impacts and recommendations for non-technical audiences.</p><p>• Support onsite deployment coordination across multiple locations for telephony, AV, and related infrastructure activities.</p><p>• Maintain accurate project documentation, dashboards, reports, and presentation materials to support governance and accountabilityl</p>
<p>About the Opportunity</p><p>Are you a driven Staff Accountant looking to take the next step in your accounting career? Join a growing Silicon Valley organization where you can leverage your technical accounting skills, work with industry-leading financial systems, and make a meaningful impact on a growing finance team.</p><p>This temp-to-hire opportunity is ideal for an accounting professional with a background in the technology sector who enjoys working in a fast-paced environment, improving processes, and taking ownership of core accounting functions. The company is looking for someone who can hit the ground running, adapt to evolving business needs, and grow into increased responsibility over time.</p><p><br></p><p>Key Responsibilities</p><p><strong>General Ledger & Month-End Close</strong></p><ul><li>Prepare and post journal entries, including accruals, prepaid expenses, reclassifications, and other general ledger transactions.</li><li>Assist with monthly, quarterly, and year-end close activities, ensuring accurate and timely financial reporting.</li><li>Perform bank, credit card, balance sheet, and general ledger account reconciliations.</li><li>Investigate discrepancies, research unusual transactions, and resolve outstanding reconciling items.</li><li>Maintain supporting schedules for fixed assets, depreciation, prepaid expenses, accrued liabilities, and other assigned accounts.</li><li>Ensure transactions are properly recorded in accordance with U.S. GAAP and company policies.</li></ul><p><strong>Financial Reporting & Analysis</strong></p><ul><li>Assist with the preparation of monthly financial statements, management reports, and supporting schedules.</li><li>Review account balances and investigate fluctuations or variances against expectations.</li><li>Support expense analysis, account activity reviews, and financial data validation.</li><li>Maintain accurate, organized, and audit-ready accounting records.</li></ul><p><strong>Accounts Payable & Operational Accounting</strong></p><ul><li>Review, code, and record vendor invoices and employee expense reimbursements as needed.</li><li>Reconcile vendor statements and investigate discrepancies in payments or account balances.</li><li>Assist with accounts receivable, cash applications, and other operational accounting functions as business needs require.</li><li>Collaborate with internal departments to resolve accounting questions and ensure transactions are processed accurately.</li></ul><p><strong>Audit, Systems & Process Improvement</strong></p><ul><li>Assist with internal and external audit requests by preparing reconciliations, schedules, and supporting documentation.</li><li>Utilize ERP systems and QuickBooks to maintain accurate financial records and streamline accounting workflows.</li><li>Identify opportunities to improve accounting procedures, automate repetitive tasks, and strengthen internal controls.</li><li>Support accounting system enhancements, data cleanup, and other special projects as the business grows.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, 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><br></p><p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a <strong>Fund Finance Associate</strong> to join its finance team.</p><p>The firm invests across multiple stages of the technology ecosystem, with a focus on areas such as artificial intelligence, enterprise software, fintech, healthcare, and emerging technologies. What sets the firm apart is its unique approach to venture investing, combining capital investment with a strong talent network that helps portfolio companies attract top technical talent and scale their businesses. This is an excellent opportunity to join an established and expanding investment platform, gain exposure to multiple funds and SPVs, and take on meaningful ownership of fund accounting, reporting, and operational processes.</p><p><br></p><p><strong>Responsibilities</strong></p><p><strong>Fund Accounting & Operations</strong></p><ul><li>Manage recurring monthly and quarterly close activities across multiple funds and SPVs, including reconciliations and supporting schedules.</li><li>Prepare NAV calculations, capital account statements, investor allocations, and fund reporting schedules.</li><li>Coordinate with external fund administrators, auditors, and tax providers to support ongoing fund operations.</li></ul><p><strong>Financial Reporting & Valuations</strong></p><ul><li>Prepare investor reporting packages and supporting financial schedules.</li><li>Assist with annual audits, tax preparation, and related documentation requests.</li><li>Support quarterly investment valuations by gathering comparable company data, updating valuation models, and preparing investment summaries.</li><li>Assist with fund performance reporting and portfolio updates.</li></ul><p><strong>Investment & Operational Support</strong></p><ul><li>Coordinate transaction documentation, wire packages, and supporting investment records.</li><li>Maintain fund cash tracking, investment capacity schedules, and portfolio databases.</li><li>Support regulatory reporting, compliance tracking, and ongoing process improvements.</li><li>Help develop and improve accounting systems, workflows, and operational procedures.</li></ul><p><strong>Technology & Process Improvement</strong></p><ul><li>Utilize AI tools, including Claude and other automation platforms, to streamline reconciliations, research, documentation, and reporting.</li><li>Identify opportunities to automate recurring processes and improve the efficiency of the finance function.</li></ul>
<p>We are looking for a Business Systems Analyst to support operational improvements and business process clarity for a customer-focused environment in Oakland, California. This role partners with stakeholders to evaluate current workflows, define practical solutions, and translate business needs into clear documentation for delivery teams. The ideal candidate brings strong analytical thinking, experience working in service-driven settings, and the ability to contribute effectively within Agile Scrum teams.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with business teams, IT, and vendors to deliver application solutions from planning through launch.</li><li>Develop deep knowledge of assigned systems and business processes.</li><li>Analyze needs, identify solutions, and provide strategic recommendations.</li><li>Advocate for user needs to ensure successful product outcomes.</li><li>Lead requirements gathering, documentation, and stakeholder collaboration.</li><li>Coordinate with technical teams on integrations and system functionality.</li><li>Configure, maintain, and support enterprise applications.</li><li>Manage testing, deployments, upgrades, and migrations.</li><li>Serve as a key liaison between business, IT, leadership, and vendors.</li><li>Foster teamwork, collaboration, and continuous product improvement.</li></ul>
<p>We are looking for a Sr. Systems Engineer to support and enhance a Microsoft-focused cloud environment in Martinez, California. This Long-term Systems Engineer Contract position will play a key role in strengthening Microsoft 365 services, device management, identity administration, and cloud-based automation across the organization. The ideal Systems Engineer candidate brings strong technical depth across Azure, Intune, Entra ID, and the Power Platform, along with the ability to resolve complex issues and guide broader IT efforts. This Systems Engineer role is an onsite role out of Martinez, Ca.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the performance, security, and day-to-day administration of Microsoft 365 applications, including Exchange Online, SharePoint Online, Teams, and OneDrive.</p><p>• Create and refine Intune configurations for endpoint management, compliance enforcement, and software deployment across supported devices.</p><p>• Administer identity and access controls within Entra ID, including authentication methods, privileged access workflows, conditional access, and hybrid identity support.</p><p>• Support the design, maintenance, and troubleshooting of Azure-based services that underpin the organization's cloud infrastructure.</p><p>• Develop business-focused solutions using Power Apps, Power Automate, and Power BI to improve reporting and streamline operational processes.</p><p>• Investigate high-severity incidents, perform root-cause analysis, and implement durable fixes across Microsoft 365 and Azure platforms.</p><p>• Build and maintain automation using PowerShell and Microsoft Graph integrations to reduce manual administrative effort and improve consistency.</p><p>• Produce and update technical documentation covering architecture, configurations, operational procedures, and support standards.</p><p>• Assess emerging Microsoft capabilities and licensing updates, then provide recommendations on adoption, governance, and practical use.</p><p>• Provide technical mentorship to less experienced team members and collaborate with security, compliance, and IT partners on audits, controls, and risk reduction.</p>
<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 / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
<p>We are looking for a commercially driven Strategic Account Executive to grow strategic relationships with leading semiconductor organizations in the United States. This role focuses on identifying where simulation and physics-based AI solutions can create measurable business value, while guiding opportunities from early discovery through successful deal closure. The ideal candidate brings strong consultative selling skills, a solid understanding of AI and design automation within the Semiconductor/ Electronics space, and the ability to work across technical and business stakeholders in complex enterprise environments.</p><p><br></p><p>Responsibilities:</p><p>• Develop and strengthen executive and working-level relationships across a focused group of top semiconductor accounts to uncover high-value opportunities for simulation AI solutions.</p><p>• Drive opportunities through the complete enterprise sales cycle, including needs assessment, solution positioning, commercial discussions, negotiation, and final contract execution.</p><p>• Expand account presence by identifying new business units, use cases, and follow-on opportunities that support long-term revenue growth within existing customers.</p><p>• Collaborate with technical and deployment teams to shape pilots, evaluations, and proof-of-value engagements that align customer objectives with platform capabilities.</p><p>• Maintain a disciplined sales pipeline with clear forecasting, accurate opportunity tracking, and regular updates on account progress and growth potential.</p><p>• Translate customer pain points, market shifts, and competitive activity into practical feedback that informs product direction and go-to-market strategy.</p><p>• Present business cases and value narratives to senior decision-makers, helping customers understand the impact of applied AI in simulation-focused environments.</p><p>• Coordinate internal resources effectively to support complex pursuits and ensure momentum across multiple stakeholders throughout the sales process.</p>
<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 / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></p>
<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 / Senior Manager / Director “Flexible on title” | $160K–$225K + Bonus</strong></p><p><strong>📍 Mill Valley, CA | Potential Hybrid or Remote Flexibility</strong></p><p><strong>🚀 UHNW Clients </strong></p><p><strong> </strong></p><p><strong>What if your next tax role wasn't about inheriting someone else's process — but building something of your own?</strong></p><p><strong> </strong></p><p><strong>I'm working on a unique opportunity with a boutique wealth management firm overseeing more than $2 billion in assets for a large number of wealthy families, including ultra-high-net-worth individuals, technology founders, executives, and investors.</strong></p><p><strong>This is a chance to work directly with senior leadership and affluent clients, take ownership of complex tax matters, and help shape the future of the firm's tax advisory capabilities.</strong></p><p><strong> </strong></p><p><strong>💡 What You'll Do</strong></p><ul><li><strong>Lead tax preparation, review, and filing for HNW and UHNW individuals and families</strong></li><li><strong>Deliver proactive tax planning and strategic advice across complex wealth structures</strong></li><li><strong>Advise on QSBS, trusts, estate and gift planning, partnerships, and investment-related taxation</strong></li><li><strong>Review and sign individual, trust, partnership, and related tax returns</strong></li><li><strong>Build long-term relationships with founders, executives, investors, and their families</strong></li><li><strong>Collaborate with attorneys, wealth advisors, and investment professionals on integrated planning</strong></li><li><strong>Help design scalable tax processes and service offerings using technology, automation, and AI</strong></li><li><strong>Play a key role in growing the practice, with the opportunity to develop into a broader leadership position</strong></li></ul><p><br></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>Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits!!</strong></p><p> </p><p>Join a <strong>highly respected, employee-owned investment management firm</strong> with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with <strong>senior leadership</strong> while overseeing a broad range of business functions across <strong>operations, fund administration, compliance, technology, HR, and corporate initiatives</strong>.</p><p> </p><p>This high-impact role offers significant visibility, the opportunity to <strong>drive strategic initiatives and process improvements</strong>, mentor team members, and play a key role in the firm's continued growth. The firm offers <strong>competitive compensation</strong>, excellent benefits, and a clear path for long-term leadership.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee key business operations across <strong>fund administration, compliance, HR, technology, and corporate operations </strong></li><li>Partner with senior leadership on strategic initiatives and operational improvements</li><li>Manage vendor relationships, contracts, and third-party service providers</li><li>Support fund operations, financial reporting, regulatory filings, and product launches</li><li>Coordinate client reporting, due diligence requests, and investor communications</li><li>Participate in cross-functional committees focused on <strong>finance, compliance, AI, valuation, and business continuity </strong></li><li>Help oversee technology initiatives, information security, and office operations</li><li>Mentor team members and contribute to the firm's long-term operational strategy</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half is partnering with a well-known financial technology company to hire a Commercial Counsel for an approximately 3-month contract opportunity. This is a fully remote, 40-hour-per-week position supporting a commercial legal team while the organization fills a permanent opening. The assignment may be extended depending on the timing of the permanent hire. The ideal candidate will have strong general commercial contracting experience and be comfortable independently drafting, reviewing, and negotiating a wide variety of agreements. Fintech or broader financial services experience is strongly preferred but not required.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Draft, review, and negotiate a broad range of commercial agreements, including NDAs, SaaS agreements, professional services agreements, licensing agreements, partnerships, marketing agreements, and order forms</li><li>Manage inbound procurement contracts, particularly SaaS and technology-related agreements</li><li>Negotiate contract terms directly with vendors, counterparties, procurement teams, and internal business stakeholders</li><li>Advise business partners on contractual terms, obligations, risks, and practical considerations</li><li>Draft amendments and manage contract redlines using established templates and playbooks</li><li>Support agreements involving data sharing, privacy, and consumer regulatory considerations</li><li>Utilize the organization's contract lifecycle management (CLM) platform and AI-enabled legal tools to manage intake, redlines, and contract workflows</li><li>Independently manage commercial legal matters in a fast-paced in-house environment</li></ul>
<p>We are looking for an experienced Accounting Manager/Supervisor to lead core accounting operations for a SaaS or technology-focused organization in San Francisco, California. This role will oversee the close process, maintain accurate financial records, and support audit readiness across the business. The ideal candidate brings a strong background in both public and private accounting environments, along with hands-on experience using NetSuite.</p><p><br></p><p>Responsibilities:</p><ul><li>Direct monthly, quarterly, and annual close activities to ensure timely and accurate financial reporting.</li><li>Manage general ledger integrity by reviewing journal entries, account activity, and supporting documentation.</li><li>Perform and oversee bank and balance sheet reconciliations, resolving discrepancies efficiently.</li><li>Prepare financial data and schedules required for external and internal audit activities.</li><li> Partner with cross-functional stakeholders to strengthen accounting processes and maintain compliance with established standards.</li><li> Supervise day-to-day accounting operations and provide guidance to team members on reporting and close requirements.</li><li>Use NetSuite to monitor transactions, maintain financial records, and improve reporting accuracy.</li><li> Support special accounting initiatives and process improvements as business needs evolve.</li></ul>
<p>Tax Preparer / Tax Associate</p><p><strong>Employment Type:</strong> Contract-to-Hire</p><p><strong>Experience Level:</strong> 2–5 Years</p><p>About the Opportunity</p><p>Join a growing CPA firm in Silicon Valley seeking a motivated Tax Preparer / Tax Associate with hands-on individual tax return experience and a desire to build a long-term career in public accounting. This is an excellent opportunity to work directly with an experienced CPA, gain exposure to a growing client base, and take on increasing responsibility as the firm expands.</p><p>The ideal candidate has completed at least 2–3 tax seasons, brings a strong foundation in individual tax preparation, and is eager to grow beyond day-to-day tax support into a more independent client-facing and tax preparation role.</p><p>Key Responsibilities</p><ul><li>Support the CPA with day-to-day tax preparation and administrative workflows, including organizing and processing client tax documents.</li><li>Review uploaded client documentation for completeness and accuracy, identify outstanding items, and prepare open-item lists for clients.</li><li>Coordinate directly with clients to request missing documentation, clarify information, and keep tax engagements moving forward.</li><li>Consolidate client documents and supporting schedules into organized PDF files and maintain accurate electronic client records.</li><li>Prepare tax files for CPA review and assist with addressing review notes and following up on outstanding client items.</li><li>Assist with individual income tax return preparation and gradually take on additional tax-related responsibilities as experience and proficiency grow.</li><li>Support tax workflow management, deadlines, and client communications throughout the tax season and year-round.</li><li>Identify opportunities to improve processes, streamline workflows, and leverage technology to increase efficiency.</li></ul><p><br></p>
<p>We are looking for a Technical Program Manager to lead web-focused initiatives. This contract opportunity is <strong>on-site in the San Francisco Bay Area</strong>, and ideal for someone who can bring structure to complex digital work, guide cross-functional teams, and keep programs moving from concept through launch. The role calls for a strong operational mindset, excellent stakeholder communication, and the ability to tailor delivery approaches to meet evolving project needs.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the full delivery cycle for web initiatives, guiding work from intake and scoping through execution, validation, and release.</p><p>• Partner with engineering, design, content, marketing, and web strategy stakeholders to define priorities, clarify requirements, and maintain alignment on timelines and outcomes.</p><p>• Apply a flexible project delivery approach by selecting and refining Scrum, Kanban, and Waterfall practices based on project scope and team needs.</p><p>• Administer and optimize project management platforms such as Jira and ClickUp, including workflow setup, dashboard creation, and usage guidance for team members.</p><p>• Establish and enhance governance standards for web operations to improve consistency, accountability, and delivery quality across projects.</p><p>• Manage the web roadmap by balancing priorities, coordinating resources, and ensuring work supports broader business objectives.</p><p>• Facilitate agile team routines such as sprint planning, daily check-ins, retrospective sessions, and backlog refinement meetings.</p><p>• Track program metrics and analyze delivery performance to identify bottlenecks, improve efficiency, and support data-informed decisions.</p>
<p>We are looking for a Salesforce Technical Architect (Software Engineer IV) to lead the technical strategy, architecture, and delivery of a large-scale Salesforce environment. This role combines hands-on engineering with architectural ownership, guiding decisions across Salesforce and Azure while supporting secure, scalable, and high-performing solutions. The position also plays a key role in advancing data-driven marketing capabilities, AI-enabled workflows, and engineering practices that improve quality, automation, and deployment speed.</p><p><br></p><p>Responsibilities:</p><p>• Define the technical roadmap for the Salesforce ecosystem and determine the most effective approach for building capabilities within the platform or extending them through Azure-based services.</p><p>• Design and oversee integrations connecting Salesforce with internal and external systems, using resilient near real-time and event-driven patterns to maintain reliable data flow.</p><p>• Lead the rollout of Salesforce Data 360 and enhance supporting data pipelines that enable segmentation, analytics, and AI-powered business processes.</p><p>• Establish architecture standards, review solution designs and code, and ensure engineering output meets expectations for security, scalability, and long-term maintainability.</p><p>• Strengthen the software delivery lifecycle by introducing automated checks for code quality, testing, and security validation across development and release processes.</p><p>• Advance CI/CD practices by improving Python-based deployment pipelines and enabling frequent, dependable releases with minimal manual effort.</p><p>• Mentor a distributed team of engineers by providing technical direction, coaching on platform design patterns, and promoting consistent engineering excellence.</p><p>• Build and guide development of complex Salesforce applications using Apex, Lightning Web Components, and declarative tools, while also supporting services and APIs built with Node.js and Python.</p><p>• Define integration standards, API contracts, and automation frameworks that support dependable interoperability across enterprise platforms and cloud environments.</p>
<p>Jennifer Fukumae with Robert Half is partnering with a fast-growing private markets platform seeking a <strong>Fund Operations Associate</strong> to join its team.</p><p> </p><p>This is an opportunity to sit at the center of the firm's fund operations and treasury infrastructure, supporting the lifecycle of a rapidly growing portfolio of funds. The ideal candidate will bring a strong foundation in fund accounting or fund operations but is also someone who is proactive, takes ownership, and enjoys solving problems in a fast-paced environment.</p><p> </p><p><strong>What You'll Do</strong></p><ul><li>Support the day-to-day operations of a large and growing portfolio of private market funds.</li><li>Coordinate and execute capital calls, distributions, wires, and other fund-related transactions.</li><li>Support treasury operations, including banking activity and lines of credit.</li><li>Maintain accurate investor and fund data across internal systems and platforms.</li><li>Partner closely with internal teams, fund administrators, banks, and other external counterparties.</li><li>Help ensure the accuracy, timeliness, and overall operational health of the funds.</li><li>Identify issues and take ownership of finding solutions rather than simply escalating problems.</li><li>Collaborate across a growing organization with teams located in multiple offices.</li><li>Contribute to process improvement, automation, and technology initiatives as the platform continues to scale.</li></ul><p><br></p>
<p>We are looking for an experienced Global Tax & Compliance Director to lead corporate tax operations and strengthen compliance practices for a complex business environment in San Francisco, California. This role will oversee income tax provision activities, direct corporate tax filing obligations, and guide the effective use of tax technology to support reporting accuracy and operational efficiency. The ideal candidate brings deep technical tax expertise, sound leadership judgment, and the ability to partner across functions to manage risk and improve processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead global tax compliance, including corporate tax filings, VAT/GST, withholding tax, transfer pricing, and multi-country reporting.</li><li>Manage tax provisions, forecasting, and financial reporting compliance.</li><li>Oversee year-end tax processes, audits, and tax authority inquiries with internal and external partners.</li><li>Advise on domestic and international tax strategies to support business growth and expansion.</li><li>Assess tax risks related to cross-border operations, foreign entities, and permanent establishment matters.</li><li>Improve tax operations through automation, systems enhancements, and technology solutions.</li><li>Handle entertainment industry tax requirements, including multi-state and international filings.</li></ul>
We are looking for a Help Desk/Desktop Support specialist to provide hands-on technical assistance for end users in San Francisco, California. This is a Contract position supporting onsite operations, with a focus on resolving day-to-day hardware, software, and connectivity issues in a fast-paced environment. The ideal candidate brings practical experience with Mac systems, strong customer service skills, and the ability to manage support requests efficiently.<br><br>Responsibilities:<br>• Deliver onsite technical assistance for employees experiencing desktop, laptop, and peripheral issues.<br>• Diagnose and resolve common hardware, software, and access problems with an emphasis on Mac-based environments.<br>• Manage incoming support requests through the ticketing system and provide timely updates through resolution.<br>• Set up, configure, and maintain Mac computers and related workplace technology for end users.<br>• Support conference room and meeting technology, including audio visual equipment and Zoom functionality.<br>• Troubleshoot user-reported issues directly at the desk to minimize downtime and maintain productivity.<br>• Escalate more complex incidents when necessary while documenting findings and completed actions clearly.
<p>Administrative Assistant/EA/HR Assistant</p><p><br></p><p>Exciting growing Ai company is seeking an Administrative Assistant to join their growing team. This role blends executive assistance, office coordination, and HR support in a fast-moving AI company environment. Position offers excellent benefits, bonus, and equity.</p><p>Responsibilities:</p><p>• Manage executive scheduling, coordinate travel arrangements, and prepare expense submissions with accuracy and timeliness.</p><p>• Provide administrative support to leadership, including assistance with HR-related coordination and routine operational tasks.</p><p>• Serve as the primary on-site point of contact for guests and clients, ensuring a welcoming, well-run, and attentive office experience.</p><p>• Oversee day-to-day office operations by maintaining common areas, restocking kitchen and office supplies, and arranging meals for meetings or visitors.</p><p>• Support presentations, meetings, and client demonstrations by setting up materials and troubleshooting basic technology needs.</p><p>• Coordinate internal meetings, team events, and company-wide gatherings to ensure logistics run smoothly from planning through execution.</p><p>• Manage front desk and reception activities, including greeting visitors, answering the door, and directing inquiries appropriately.</p><p>• Handle confidential communications and sensitive information with sound judgment and close attention to detail.</p><p>• Provide broad administrative assistance as needed and take on additional duties assigned by the reporting manager.</p>
We are looking for an experienced Sr Network Engineer to support and strengthen a hybrid enterprise infrastructure in Concord, California. This role focuses on designing, optimizing, and securing network environments that enable dependable connectivity, protected data exchange, and stable day-to-day operations. The ideal candidate brings strong technical depth across cloud and on-premises platforms, a practical troubleshooting mindset, and the ability to communicate effectively with both technical and non-technical stakeholders.<br><br>Responsibilities:<br>• Design, maintain, and enhance network infrastructure across routing, switching, wireless connectivity, firewall platforms, VPN services, and hybrid Azure-integrated environments.<br>• Develop and uphold network architecture standards, technical documentation, and long-term infrastructure plans that improve performance, segmentation, and security.<br>• Administer and support a hybrid Microsoft ecosystem, including cloud and on-premises services, to ensure reliable access and operational continuity.<br>• Manage the Hyper-V environment and related infrastructure components to maintain availability, scalability, and system efficiency.<br>• Investigate and resolve complex network and connectivity issues, serving as an escalation point for advanced incidents and selected help desk matters.<br>• Oversee backup operations for critical systems and verify that recovery processes align with business continuity needs.<br>• Partner with IT leadership and security stakeholders to implement preventive safeguards and contribute to incident response efforts.<br>• Provide technical guidance to end users and entry-level team members while promoting strong service standards and timely issue resolution.<br>• Monitor industry developments, evaluate emerging technologies, and recommend improvements that strengthen the overall network environment.<br>• Travel occasionally to support offices or operational needs as required.
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Operations Associate</p><p>📍 San Ramon, CA (On-Site)</p><p>🏢 Established Wealth Management Firm</p><p>💰 Competitive Base + Bonus + 401K</p><p><br></p><p>Anisa is partnered with a well-established and rapidly growing independent wealth management firm with over <strong>$2B in AUM</strong> is seeking an <strong>Operations Manager</strong> to join its leadership team. This unique opportunity is part of a planned succession strategy, offering extensive mentorship, hands-on training, and direct partnership with senior leadership as you grow into a broader operational leadership role.</p><p><br></p><p>This position is ideal for a solutions-oriented professional who thrives on improving processes, leading projects, and serving as the connective tissue across an organization. You'll work closely with executive leadership, oversee key operational initiatives, support HR and compliance functions, and play an integral role in helping a collaborative, client-focused firm continue its growth trajectory.</p><p><br></p><p><strong>Who We're Looking For</strong></p><p>You may be an operations professional, office manager, HR coordinator, project manager, or business administrator within financial services who enjoys wearing multiple hats and improving how organizations operate.</p>
<p>Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a <strong>Client Service Associate Leader</strong> to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.</p><p>This is a great opportunity for a hands-on leader who enjoys both <strong>people management and process improvement</strong>. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently.</p><p> </p><p><strong>What You’ll Do</strong></p><p><strong>Team Leadership</strong></p><ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul><p><strong>Client Service & Operations</strong></p><ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul><p><strong>Technology & Process Improvement</strong></p><ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul><p><br></p>