<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>Real Estate Accountant | Reputable Investment Firm | San Francisco; Hybrid | TOP TIER BENEFITS</strong></p><p> </p><p>A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams.</p><p> </p><p>This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives.</p><p> </p><p>Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly NAV packages and support financial reporting</li><li>Assist with property-level reporting and audits</li><li>Calculate investor allocations, capital calls, distributions, and performance metrics</li><li>Track fund liquidity, commitments, and capital activity</li><li>Support investor reporting, lender packages, and ad hoc requests</li><li>Partner cross-functionally with IR, tax, legal, and operations</li><li>Review property financials and transaction reporting</li><li>Respond to investor, auditor, and internal inquiries</li><li>Support valuation reviews with investment teams</li><li>Contribute to process improvements and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Product Counsel to guide legal strategy across the full product lifecycle in San Mateo, California. This role works closely with product, engineering, design, and cross-functional compliance partners to help bring innovative features to market while managing legal and regulatory risk. The ideal candidate combines strong product judgment with practical legal advice and can translate complex requirements into clear, business-focused recommendations.<br><br>Responsibilities:<br>• Collaborate with Product, Engineering, and Design teams to provide legal counsel from concept through launch and ongoing feature updates.<br>• Evaluate proposed product functionality, user journeys, and data handling practices to identify risk and recommend compliant, practical solutions.<br>• Advise stakeholders on privacy, data protection, intellectual property, security, and applicable regulatory obligations tied to product decisions.<br>• Support matters involving data use, artificial intelligence and machine learning initiatives, training data considerations, and responsible AI practices when relevant.<br>• Prepare and maintain customer-facing and product-related legal documentation, including terms of service, privacy notices, end-user agreements, disclosures, and in-app language.<br>• Work closely with Privacy, Security, and Compliance partners to address legal requirements and support readiness for industry and regulatory standards.<br>• Review go-to-market materials by counseling teams on product messaging, marketing representations, and customer communications.<br>• Track changes in laws and regulations that may affect the product roadmap and proactively brief internal teams on emerging requirements.<br>• Deliver balanced legal guidance that aligns risk management with commercial goals and supports scalable decision-making.
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Senior Accountant- Management Company| Asset Management | San Francisco; Hybrid; *2 days Per Month</p><p> </p><p>A growing financial services organization is seeking an experienced <strong>Controller</strong> to lead accounting operations for a portfolio of management company clients within the venture capital and private equity industry. This position offers the opportunity to work closely with sophisticated investment firms while managing client relationships, accounting processes, and a team of accounting professionals.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting operations for multiple management company entities and client engagements.</li><li>Lead the onboarding of new clients, including implementation of accounting systems, workflows, and best practices.</li><li>Manage, mentor, and develop accounting staff, including senior and junior team members.</li><li>Review financial transactions, journal entries, account reconciliations, and supporting schedules for accuracy and completeness.</li><li>Oversee accounts payable, expense management, payroll processing, and related reporting activities.</li><li>Prepare and deliver monthly and quarterly financial reports to management and stakeholders.</li><li>Coordinate 1099 reporting and assist with federal, state, and local tax compliance requirements.</li><li>Support budgeting, forecasting, and financial planning initiatives.</li><li>Serve as the primary contact for client relationships, ensuring timely communication and exceptional service.</li><li>Partner with internal teams to reconcile intercompany transactions and resolve accounting discrepancies.</li><li>Respond to ad hoc financial, operational, and reporting requests from clients and leadership.</li></ul><p> </p>
<p>A nationally recognized and thriving wealth management and advisory firm is seeking a <strong>Vice President of Client Services</strong> to help shape and elevate the client experience across a growing organization.</p><p><br></p><p>This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm.</p><p><br></p><p>The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement.</p><p><br></p><p>Lead and Develop High-Performing Teams</p><ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul><p>Elevate the Client Experience</p><ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul><p>Partner Across the Business</p><ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul><p>Drive Operational Excellence</p><ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul><p><br></p>
<p>We are looking for a dependable Part Time Office Assistant to help keep daily workplace operations organized and welcoming in Santa Clara, California. This opportunity is suited for someone who enjoys being on site, takes initiative, and can balance administrative support with hands-on office coordination. The person in this role will contribute to a smooth employee and visitor experience while supporting workplace logistics, vendor activity, and office readiness in a fast-moving environment.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary on-site support person for day-to-day office needs and help ensure operations run efficiently throughout the workday.</p><p>• Welcome employees, visitors, candidates, and service providers with a courteous and friendly approach while helping direct them as needed.</p><p>• Keep shared spaces presentable by monitoring office appearance and addressing general workplace organization needs.</p><p>• Replenish pantry items, beverages, coffee supplies, and general office materials to maintain a well-stocked environment.</p><p>• Arrange orders for food, refreshments, and workplace supplies through external vendors and online ordering tools.</p><p>• Prepare meeting and conference spaces by coordinating room setup, refreshments, and overall readiness for guests and internal teams.</p><p>• Assist with vendor scheduling, service follow-up, and resolution of routine office-related requests.</p><p>• Support onboarding logistics by helping coordinate workspace readiness and other onboarding-related office details.</p><p>• Provide administrative assistance such as scheduling support for busy teams, including recruiting and engineering functions.</p><p>• Contribute to workplace projects tied to office transition efforts, return-to-office coordination, and overall space organization.</p>
<p>We are looking for a dependable Material Handler to support warehouse and logistics operations in Santa Clara, California. This Contract position is ideal for someone who enjoys hands-on work, stays organized in a fast-moving environment, and takes pride in accurate shipping and receiving activities. The role involves coordinating incoming and outgoing materials, maintaining inventory accuracy, and helping ensure daily warehouse operations run smoothly.</p><p><br></p><p>Responsibilities:</p><p>Key Responsibilities</p><p>Logistical Oversight: Coordinate, log, and process inbound and outbound shipments to ensure timely fulfillment.</p><p>Data Management: Maintain highly accurate inventory and shipping records using C-tec software (training provided).</p><p>Documentation & Compliance: Inspect incoming manifests, verify packing slips against physical inventory, and process shipping documentation.</p><p>Inventory Coordination: Support materials management by tracking stock levels, organizing digital records, and facilitating routine inventory counts.</p><p>Vendor & Courier Liaison: Communicate with carriers and delivery drivers to coordinate pickup and drop-off schedules.</p>
<p>Tax Manager or Tax Director</p><p><br></p><p><strong>Responsibilities </strong></p><p>• Assist in managing client engagement teams, direct work-flow and provide in-depth compliance and consulting services to clients. </p><p>• Work closely with the tax team and partner group to provide tax planning, entity structuring and multifaceted solutions to help clients to achieve their goals. </p><p>• Assist in developing budgets, determine resource requirements, and direct / monitor engagements. </p><p>• Train, motivate and develop staff, senior, and supervisor level professionals. </p><p>• Assist in preparing quarterly billing and annual retainer for clients. </p><p>• Assist in developing budgets, determine resource requirements, and direct / monitor engagements. </p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• High Net Worth individual Tax experience</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>Proficiency in common tax technology </p><p>• 5 years or more full time work tax preparation and reporting software</p><p>BNA compliance experience in ultra-affluent Income Tax Planner, Checkpoint RIA, individuals and families, partnership, </p><p>CCH Axcess Tax, MS Office(advanced trust and not-for-profit entities, excel capabilities</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p><br></p><p><br></p><p><br></p>
<p>Innovative semiconductor company in San Jose, CA is seeking an experienced Commercial Counsel to support legal and business teams. This Commercial Counsel position offers the opportunity to handle complex commercial matters in a fast-paced semiconductor and hardware environment. The role is best suited for a licensed attorney who can move quickly, provide practical guidance, and partner effectively with stakeholders across the organization. The ideal candidate will hold an active Bar license in any US jurisdiction, have at least 5+ years of experience working with contracts. and be able to work on-site on a full-time basis. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Review, draft, and negotiate a broad range of commercial agreements to support ongoing business operations and strategic initiatives.</p><p>• Partner closely with teams across legal, sales, procurement, finance, and operations to resolve contract issues and align risk with business objectives.</p><p>• Manage the contract lifecycle, including redlining, negotiation, and execution as needed. </p><p>• Provide timely legal advice on contractual terms, obligations, and risk exposure within a semiconductor or hardware-focused business setting.</p><p>• Support high-volume agreement handling while maintaining accuracy, consistency, and compliance with company standards.</p><p>• Identify legal and commercial concerns in proposed terms and develop practical solutions that balance protection with deal progression.</p><p>• Contribute to process improvements related to contracting workflows and documentation management when needed.</p><p>• Work effectively in an onsite environment and respond to business priorities with a high level of ownership and urgency.</p>
<p>Reception Coordinator</p><p>Position Summary</p><p>We are seeking a professional, personable, and highly organized <strong>Reception Coordinator</strong> to serve as the first point of contact for visitors, clients, and employees. This role is responsible for creating a welcoming environment, maintaining front office operations, coordinating facility-related tasks, and ensuring conference rooms and common areas are presentation-ready at all times.</p><p>Key Responsibilities</p><ul><li>Deliver an exceptional visitor experience by warmly greeting guests, escorting visitors as needed, and ensuring all guests feel welcomed and supported.</li><li>Professionally answer and direct incoming phone calls, taking messages and responding to inquiries in a courteous and efficient manner.</li><li>Maintain the appearance and functionality of conference rooms, lobby areas, and kitchen spaces, ensuring they remain clean, organized, and ready for meetings.</li><li>Coordinate office mail, packages, courier services, and deliveries, ensuring timely distribution and tracking as needed.</li><li>Manage conference room readiness, including room setup, supplies, and meeting support.</li><li>Develop and maintain a working knowledge of audiovisual (AV) systems in conference rooms and provide basic troubleshooting assistance when needed.</li><li>Promptly communicate AV or equipment issues to the IT team to ensure minimal disruption to meetings and events.</li><li>Monitor office supplies and coordinate restocking of common areas.</li><li>Support administrative and office operations projects as assigned.</li><li>Maintain a professional, polished, and customer-focused presence at the front desk.</li></ul><p><br></p>
<p><strong>Unlock Your Legal Career: Join Us as a Real Estate Paralegal in Palo Alto!</strong></p><p>Are you a driven and detail-oriented legal professional ready to make a real impact? We invite you to become an essential part of our in-house legal team as our next <strong>Corporate Paralegal</strong>! Work alongside accomplished attorneys in a collaborative, high-performance legal environment where your contributions are valued and your expertise can thrive.</p><p><br></p><p><strong>Compensation Range: $125k-$145k with a bonus potential up to 10% of the annual base pay.</strong></p><p><br></p><p><strong>Why You’ll Love This Role:</strong></p><ul><li><strong>Impactful Work</strong>: Support strategic corporate initiatives by managing key governance, compliance, and real estate transactions that shape our company’s success.</li><li><strong>Diverse Challenges</strong>: Tackle sophisticated projects involving multi-jurisdictional entity management, high-stakes financings, and complex acquisitions. Every day brings new opportunities to grow your skill set.</li><li><strong>Professional Growth</strong>: Gain hands-on experience working directly with senior attorneys and leaders. You’ll play a critical role in transaction execution, entity management, and process optimization.</li><li><strong>Cutting-Edge Environment</strong>: Join a forward-thinking legal department that leverages modern technology and best practices to drive efficiency and results.</li><li><strong>Work-Life Balance</strong>: Enjoy predictable hours in a supportive culture, with the flexibility of partial remote work in beautiful Palo Alto.</li></ul><p><strong>What You’ll Do:</strong></p><ul><li>Draft and review corporate governance documents, board resolutions, and compliance filings.</li><li>Manage entity formations, dissolutions, and registrations across multiple states or countries while maintaining accurate records.</li><li>Assist with due diligence for acquisitions, financings, and joint ventures—prepare transaction summaries and coordinate closings.</li><li>Prepare and review documents for real estate deals and property management, upholding accuracy and compliance.</li><li>Maintain legal databases and facilitate the execution and filing of essential documents.</li><li>Collaborate with outside counsel, title companies, and colleagues across departments.</li><li>Tackle new challenges and support process improvements across our legal operations.</li></ul>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Senior Fund Accountant| Leading Venture Capital Firm | Palo Alto; Hybrid | Amazing Compensation Package</strong></p><p> </p><p>Robert Half is partnering with a highly respected early-stage venture capital firm to identify an exceptional accounting professional to join its finance team. Based in the Peninsula, this established investment firm has spent decades partnering with visionary entrepreneurs and helping build innovative technology companies across a variety of sectors.</p><p> </p><p>This is an excellent opportunity for someone looking to build a career within venture capital while gaining exposure to fund operations, investment activity, and the full lifecycle of private investment funds in a stable, team-oriented organization.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the day-to-day accounting activities for private investment funds, including maintaining investment activity and investor capital allocations.</li><li>Support the quarterly and year-end close process, including preparing fund and management company financial statements.</li><li>Coordinate the annual audit process by preparing schedules and serving as a liaison with external auditors.</li><li>Partner closely with the investment professionals to support portfolio company valuation analyses and related accounting.</li><li>Prepare accounting for investment transactions and assist with tax-related reporting for fund investments.</li><li>Monitor fund liquidity, analyze cash requirements, and support ongoing cash management activities.</li><li>Process and reconcile capital calls, as well as cash, equity, and other investor distributions.</li><li>Respond to investor requests by providing financial information and supporting documentation.</li><li>Prepare, review, and reconcile journal entries and other accounting records to ensure accuracy.</li><li>Participate in process improvement initiatives and provide analytical support on special projects for the finance leadership team.</li></ul><p><br></p>
<p>Regional law firm has an immediate opening for a Litigation Assistant to join a busy legal team in Redwood City, California. This Litigation Assistant supports attorneys and legal staff handling class action defense, complex litigation, and intellectual property litigation matters. The position is ideal for someone who brings strong litigation support experience, thrives in a deadline-driven environment, and can manage both case-related and office coordination tasks with accuracy and professionalism. This is an on-site role requiring full-time work in Redwood City, CA. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Provide day-to-day litigation support to attorneys and legal staff within a shared support structure, helping maintain efficient workflow across active matters.</p><p>• Prepare, file, and track court submissions through federal and state e-filing systems, including PACER, while ensuring documents meet procedural requirements and deadlines.</p><p>• Maintain case calendars by monitoring court dates, filing deadlines, meetings, and other critical milestones using calendaring software such as JuraLaw or CompuLaw.</p><p>• Draft, format, revise, and organize legal documents using Microsoft Word, Adobe Acrobat, and related tools, with close attention to style, accuracy, and presentation.</p><p>• Manage electronic files and case records within document management platforms such as iManage to support easy retrieval and proper version control.</p><p>• Respond promptly and professionally to requests from attorneys and clients, providing reliable administrative and litigation-related assistance.</p><p>• Coordinate office support activities and help keep daily operations running smoothly in a fast-paced legal setting.</p><p>• Prioritize multiple assignments independently, follow through on deadlines, and collaborate with colleagues to support shared team goals.</p>
<p>We are looking for a Payroll Analyst to join a fast-moving global payroll team in San Francisco, California on a Contract basis. This long-term contract role begins with an initial 3-month term and supports payroll activity across a complex international workforce where urgent questions, exceptions, and shifting priorities are common. The position is well suited to someone who enjoys solving problems, communicating clearly with stakeholders, and working across multiple time zones in a high-volume environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming payroll questions, service requests, and escalations by assessing urgency, setting priorities, and driving issues through resolution.</p><p>• Investigate payroll discrepancies and unusual cases, including off-cycle payments and other exceptions that fall outside standard processing routines.</p><p>• Examine payroll output and reporting to identify errors, trends, and items requiring follow-up with internal partners or external providers.</p><p>• Assist with gross-to-net pay reviews, pension-related considerations, and other payroll calculations across international populations.</p><p>• Provide clear, step-by-step guidance to employees, consultants, and business stakeholders on payroll matters and required actions.</p><p>• Partner with teams across finance, HR, and other functions to resolve urgent payroll issues affecting workers in multiple countries.</p><p>• Support global payroll operations spanning several countries, with a strong focus on inquiry management and issue handling during non-processing periods.</p><p>• Work across multiple payroll platforms and workflow tools, including systems such as Workday, ADP Workforce Now, global payroll solutions, and Jira, as needed.</p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Senior Fund Accountant| Leading Venture Capital Firm | Palo Alto; Hybrid | Amazing Compensation Package</strong></p><p> </p><p>Robert Half is partnering with a highly respected early-stage venture capital firm to identify an exceptional accounting professional to join its finance team. Based in the Peninsula, this established investment firm has spent decades partnering with visionary entrepreneurs and helping build innovative technology companies across a variety of sectors.</p><p> </p><p>This is an excellent opportunity for someone looking to build a career within venture capital while gaining exposure to fund operations, investment activity, and the full lifecycle of private investment funds in a stable, team-oriented organization.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the day-to-day accounting activities for private investment funds, including maintaining investment activity and investor capital allocations.</li><li>Support the quarterly and year-end close process, including preparing fund and management company financial statements.</li><li>Coordinate the annual audit process by preparing schedules and serving as a liaison with external auditors.</li><li>Partner closely with the investment professionals to support portfolio company valuation analyses and related accounting.</li><li>Prepare accounting for investment transactions and assist with tax-related reporting for fund investments.</li><li>Monitor fund liquidity, analyze cash requirements, and support ongoing cash management activities.</li><li>Process and reconcile capital calls, as well as cash, equity, and other investor distributions.</li><li>Respond to investor requests by providing financial information and supporting documentation.</li><li>Prepare, review, and reconcile journal entries and other accounting records to ensure accuracy.</li><li>Participate in process improvement initiatives and provide analytical support on special projects for the finance leadership team.</li></ul><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Job Title: Client Operations Specialist </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $75-80k + Bonus</strong></p><p> </p><p>Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. <strong>If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role,</strong> this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and <strong>offers real potential for career advancement.</strong></p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Looking to take your wealth management career beyond the traditional client service role?</strong></p><p><br></p><p>This is an opportunity to join a highly respected boutique advisory firm that partners with <strong>founders, elite investors, and billionaire multi-generational families</strong> to build and operate sophisticated single-family offices.</p><p><br></p><p><strong>100% Remote</strong> (Hybrid office option available in San Francisco)</p><p><strong>Competitive Base + Discretionary Bonus (15–30%)</strong></p><p><strong>Unlimited PTO | 401(k) Match | Excellent Benefits</strong></p><p><br></p><p>This isn't just another client service position.</p><p>You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.</p>
<p>Please apply to this posting and <strong>ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Staff Accountant | Real Estate </strong></p><p>📍 <strong>Emeryville, CA</strong> (Parking Covered | Flexible Hybrid after onboarding)</p><p> 💰 <strong>Great Base + Bonus</strong></p><p><br></p><p>This is an outstanding opportunity to join one of the country's most respected real estate development firms, known for transforming airports, military bases, and urban industrial sites into vibrant mixed-use communities across the U.S.</p><p>You'll join a collaborative accounting team supporting <strong>multi-billion-dollar development projects</strong> while gaining exposure to complex real estate accounting, joint ventures, project accounting, and financial reporting—all within a company that truly invests in its people.</p><p><br></p><p><strong>What You'll Do</strong></p><p>✔ Support accounting across multiple real estate entities and development projects</p><p> ✔ Prepare journal entries, reconciliations, and assist with month-end close</p><p> ✔ Review and code invoices while supporting project and entity accounting</p><p> ✔ Partner with development, accounting, and capital teams on financial reporting</p><p> ✔ Assist with budgets, forecasts, audits, and investor reporting</p><p> ✔ Help improve processes as the company continues investing in new technology and automation</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>Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus</strong></p><p> </p><p>Join a <strong>well-established, growth-oriented wealth management firm</strong> known for its <strong>client-first culture</strong>, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to <strong>financial advisors, firm leadership, and high-net-worth clients</strong>.</p><p> </p><p>The firm offers a <strong>flexible hybrid schedule</strong>, strong mentorship, ongoing professional development, <strong>internal growth opportunities</strong>, <strong>bonus potential</strong>, retirement contributions, and employee financial planning benefits.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our technology client is seeking a Deal Desk Analyst to support a fast-moving business. This is a remote, contract position is ideal for someone who thrives in an evolving environment, brings strong commercial judgment, and can create order in situations that involve ambiguity and unconventional deal needs. The right candidate will partner across teams to evaluate opportunities, strengthen financial decision-making, and provide practical support while processes continue to develop. The pay is expected to be between $50-$65/hr. DOE and work location (100% remote).</p><p><br></p><p>Responsibilities:</p><p>• Review complex commercial opportunities and provide financial guidance that supports sound business decisions</p><p>• Shape pricing, contract, and deal terms by balancing revenue goals, risk considerations, and operational feasibility</p><p>• Partner with sales, finance, and cross-functional stakeholders to manage nonstandard requests and bring structure to urgent priorities</p><p>• Support quote-to-cash activities, including work related to CPQ processes, pricing accuracy, and deal approvals</p><p>• Build clear financial analyses and models to assess profitability, investment value, and transaction outcomes</p><p>• Maintain reliable execution in environments that rely on manual workflows while helping identify opportunities for greater efficiency</p><p>• Create reporting and decision-support materials that help leadership understand pipeline trends, deal performance, and key financial impacts</p>
We are looking for an experienced HR Specialist to support a public sector team in Marina, California. This Long-term Contract position focuses on full-cycle recruiting, employee support, and coordination of workplace-related claims in a fast-paced office setting. The ideal candidate brings a strong foundation in human resources operations, can work confidently with HR systems such as NeoGov, and is comfortable partnering across multiple departments.<br><br>Responsibilities:<br>• Lead recruiting activities from intake through hiring, including coordinating postings, screening applicants, scheduling interviews, and supporting selection decisions.<br>• Administer onboarding tasks to help new employees transition smoothly into their roles while maintaining accurate personnel records.<br>• Support employee relations matters by responding to questions, documenting issues, and helping ensure consistent application of policies and procedures.<br>• Coordinate and track general liability and workers’ compensation claims, working with internal stakeholders to maintain documentation and follow required processes.<br>• Maintain and update HR information in internal systems, ensuring records are complete, accurate, and handled with appropriate confidentiality.<br>• Partner with teams across areas such as technology, finance, accounting, marketing, and legal to address hiring and human resources needs.<br>• Assist with HR administration in a municipal or government environment, ensuring activities align with applicable regulations and organizational standards.<br>• Prepare reports, status updates, and other HR documentation to support workforce planning and day-to-day operations.
<p>A well-established San Francisco–based law firm is seeking a File Clerk to support its administrative and legal operations. This is a contract-to-hire opportunity for a detail-oriented professional who thrives in an organized, fast-paced office environment. The File Clerk will be responsible for maintaining accurate physical and electronic filing systems and providing clerical support to attorneys and staff across multiple practice areas.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Organize, maintain, and audit physical and electronic files</li><li>Scan, index, and upload documents into the document management system</li><li>Retrieve, file, and distribute legal documents and correspondence</li><li>Assist with incoming and outgoing mail, deliveries, and interoffice distribution</li><li>Support attorneys, paralegals, and administrative staff with filing and clerical tasks</li><li>Ensure confidentiality and compliance with file retention policies</li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Looking to take your wealth management career beyond the traditional client service role?</strong></p><p><br></p><p>This is an opportunity to join a highly respected boutique advisory firm that partners with <strong>founders, elite investors, and billionaire multi-generational families</strong> to build and operate sophisticated single-family offices.</p><p><br></p><p><strong>100% Remote</strong> (Hybrid office option available in San Francisco)</p><p> <strong>Competitive Base + Discretionary Bonus (15–30%)</strong></p><p> <strong>Unlimited PTO | 401(k) Match | Excellent Benefits</strong></p><p><br></p><p>This isn't just another client service position.</p><p>You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.</p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Looking to take your wealth management career beyond the traditional client service role?</strong></p><p><br></p><p>This is an opportunity to join a highly respected boutique advisory firm that partners with <strong>founders, elite investors, and billionaire multi-generational families</strong> to build and operate sophisticated single-family offices.</p><p><br></p><p><strong>100% Remote</strong> (Hybrid office option available in San Francisco)</p><p><strong>Competitive Base + Discretionary Bonus (15–30%)</strong></p><p><strong>Unlimited PTO | 401(k) Match | Excellent Benefits</strong></p><p><br></p><p>This isn't just another client service position.</p><p>You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.</p>
<p>Please apply to this posting and <strong>ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Staff Accountant | Real Estate </strong></p><p>📍 <strong>Emeryville, CA</strong> (Parking Covered | Flexible Hybrid after onboarding)</p><p> 💰 <strong>Great Base + Bonus</strong></p><p><br></p><p>This is an outstanding opportunity to join one of the country's most respected real estate development firms, known for transforming airports, military bases, and urban industrial sites into vibrant mixed-use communities across the U.S.</p><p>You'll join a collaborative accounting team supporting <strong>multi-billion-dollar development projects</strong> while gaining exposure to complex real estate accounting, joint ventures, project accounting, and financial reporting—all within a company that truly invests in its people.</p><p><br></p><p><strong>What You'll Do</strong></p><p>✔ Support accounting across multiple real estate entities and development projects</p><p> ✔ Prepare journal entries, reconciliations, and assist with month-end close</p><p> ✔ Review and code invoices while supporting project and entity accounting</p><p> ✔ Partner with development, accounting, and capital teams on financial reporting</p><p> ✔ Assist with budgets, forecasts, audits, and investor reporting</p><p> ✔ Help improve processes as the company continues investing in new technology and automation</p><p><br></p><p><br></p>
We are looking for an experienced Commercial Counsel, Life Sciences to support business operations in Santa Clara, California. This role partners closely with cross-functional teams to provide practical legal guidance across commercial activities, promotional practices, and strategic agreements. The ideal candidate brings strong contract drafting and negotiation skills, sound judgment, and the ability to balance legal risk with business objectives in a regulated healthcare environment.<br><br>Responsibilities:<br>• Lead the preparation, review, and negotiation of a broad range of commercial contracts, including licensing, supply, sales, marketing, research, and collaboration arrangements.<br>• Provide timely legal counsel to business stakeholders on day-to-day commercial matters involving products and services marketed to healthcare professionals.<br>• Evaluate advertising initiatives, campaigns, and related materials to help ensure alignment with company standards, truth-in-advertising expectations, and applicable legal requirements.<br>• Address disputes and other legal concerns through strategic negotiation, including support for pre-litigation resolutions and settlement discussions.<br>• Create and refine contract templates, guidance materials, and training resources to improve consistency and efficiency across contracting workflows.<br>• Monitor legal and regulatory developments affecting sales, marketing, reimbursement, privacy, anti-corruption, and healthcare compliance, and translate those developments into practical business advice.<br>• Serve as a legal representative in discussions with vendors, customers, and other external parties to support commercial relationships and risk management.<br>• Coordinate with outside counsel when needed by defining scope, overseeing deliverables, and tracking budget and project progress.<br>• Collaborate with internal partners across Legal, Compliance, Finance, Education, Supply Chain, R& D, Regulatory, Quality, Clinical, Marketing, Sales, and Information Technology.<br>• Support occasional travel requirements as needed, generally within a limited range of approximately 10–15%.