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613 results in Vallejo, CA
- Oakland, CA
- onsite
- Permanent / Full Time
- 150000 - 225000 USD / Yearly
- <p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p>💰 <strong> Tax Manager or Senior Manager | $150K–$225K + Bonus</strong></p><p><br></p><p>📍 <strong>Hybrid </strong></p><p><br></p><p>🚀 <strong>Multi-Family Office | UHNW Clients </strong></p><p><br></p><p>This is much more than a traditional tax compliance role. You'll own client relationships, sign returns, deliver sophisticated tax planning, select the technology and systems, and help build and grow the practice from the ground up.</p><p>It's a rare opportunity to combine technical tax expertise, entrepreneurial ownership, and direct exposure to some highly sophisticated private wealth clients.</p><p><br></p><p>💡 What You'll Do</p><ul><li>Lead the preparation and review of complex individual, trust, gift, partnership, and personal entity tax returns (1040, 1041, 709, 1065, 1120-S)</li><li>Deliver proactive tax planning around <strong>QSBS, equity compensation, estate and gift planning, PTE elections, and tax-loss harvesting</strong></li><li>Own client relationships and work directly with UHNW families, their attorneys, and outside advisors</li><li>Review and sign complex tax returns while managing IRS and state tax notices</li><li>Partner with the family office team to integrate tax planning into clients' investment portfolios, cash flow models, and estate plans</li><li>Select and implement tax software, technology, workflows, and AI tools</li><li>Establish compliance, quality control, and information security processes</li><li>Help determine the future hiring strategy and growth of the tax practice</li></ul><p><br></p>
- 2026-11-09T00:00:00Z
- Mill Valley, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <p><strong>Robert Half’s Financial Services Division</strong> is partnering with a growing Registered Investment Advisor (RIA) in Mill Valley seeking a <strong>Paraplanner</strong> to join their team. This is a great opportunity for someone early in their financial planning career who enjoys supporting advisors and helping deliver thoughtful financial plans to high-net-worth clients.</p><p>This role will work closely with senior advisors to prepare financial plans, analyze client data, and assist in delivering comprehensive planning strategies.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Assist advisors in the preparation and development of comprehensive financial plans</li><li>Gather and organize client financial data including assets, liabilities, income, and cash flow</li><li>Run financial planning scenarios and analyze outputs using planning software</li><li>Prepare meeting materials, reports, and client presentations</li><li>Support advisors with follow-ups and implementation of planning recommendations</li><li>Maintain accurate client records and documentation within CRM systems</li><li>Assist with investment account paperwork and client onboarding when needed</li></ul><p><br></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <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><strong>A Great Next Step for a Client Service Associate Ready to Grow into an Advisory Role</strong></p><p>A growing Wealth Management firm is looking for an Associate Financial Advisor to join its highly collaborative team! This is an excellent opportunity for a Client Service Associate or aspiring advisor who wants to take the next step in their career, gain greater exposure to financial planning, and build meaningful client relationships.</p><p>You'll work closely with Senior Advisors in a team-oriented environment where people genuinely enjoy working together, support one another, and value work-life balance. This is an opportunity to expand beyond traditional client service responsibilities while developing the skills and experience needed to grow as an advisor.</p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Partner with Senior Advisors to support and manage client relationships, ensuring a high level of personalized service.</li><li>Serve as a key point of contact for clients, handling day-to-day communications via phone and email.</li><li>Participate in client meetings by preparing financial planning materials, reviewing account information, and following up on next steps.</li><li>Gain hands-on exposure to financial planning and investment advisory services.</li><li>Proactively track client requests, coordinate deliverables, and ensure action items are completed in a timely manner.</li><li>Identify opportunities to enhance the client experience and help resolve questions or concerns.</li><li>Build trusted relationships with clients while continuing to develop your knowledge of the advisory business.</li></ul><p><br></p>
- 2026-11-12T00:00:00Z
- Redwood City, CA
- remote
- Temporary / Contract
- 75 - 100 USD / Hourly
- <p>Midsize litigation firm is seeking an Associate Attorney to support its busy defense litigation practice. This role offers the opportunity to work on a full lifecycle caseload, from initial case assessment through resolution, in a collaborative and fast-paced environment. This position can be remote or on-site, depending on your work preferences and location. The ideal candidate will have an active CA Bar license and at least 2-3+ years of CA-based civil litigation experience.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and support all phases of defense litigation matters from inception through trial preparation, settlement, and resolution.</li><li>Draft, review, and file pleadings, motions, discovery requests and responses, and other litigation-related documents.</li><li>Conduct legal research and prepare memoranda on case strategy, liability, damages, and procedural issues.</li><li>Handle discovery, including document review, analysis, and coordination of eDiscovery materials.</li><li>Assist with trial preparation, including witness preparation, exhibit organization, and pretrial filings.</li><li>Communicate regularly with clients, opposing counsel, experts, and internal team members regarding case status and strategy.</li><li>Maintain case files and ensure compliance with court deadlines and procedural requirements.</li></ul><p><br></p>
- 2026-10-30T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 95000 - 115000 USD / Yearly
- <p>A prestigious <strong>AmLaw firm</strong> is seeking an experienced <strong>Litigation Legal Secretary</strong> to join its Downtown Los Angeles office. This is an excellent opportunity for a polished legal professional looking to join a sophisticated, high-end firm with an exceptional benefits package and a <strong>37.5-hour workweek</strong>.</p><p><br></p><p>The ideal candidate will have <strong>5+ years of litigation legal secretary experience</strong> and strong knowledge of both <strong>California state and federal court procedures</strong>. Experience supporting labor & employment litigators is highly preferred.</p><p>Responsibilities</p><ul><li>Support attorneys handling sophisticated labor & employment litigation matters</li><li>Prepare, revise, format and proofread legal documents and correspondence</li><li>Handle <strong>state and federal court filings</strong>, including e-filing</li><li>Maintain attorney calendars, deadlines and court dates</li><li>Assist with discovery, pleadings, motions and trial preparation</li><li>Coordinate meetings, depositions and other case-related activities</li><li>Manage documents and maintain organized electronic case files</li><li>Provide high-level administrative support in a fast-paced professional environment</li></ul><p>Qualifications</p><ul><li><strong>5+ years of litigation legal secretary experience</strong></li><li>Strong knowledge of <strong>California state and federal court rules and procedures</strong></li><li>Labor & employment litigation experience strongly preferred</li><li>Excellent document formatting, proofreading and organizational skills</li><li>Strong attention to detail and ability to manage multiple deadlines</li><li>Professional communication skills and ability to work with attorneys at all levels</li></ul><p>Why Consider This Opportunity?</p><ul><li>Prestigious <strong>AmLaw firm</strong></li><li><strong>37.5-hour workweek</strong></li><li>Sophisticated labor & employment litigation practice</li><li>High-end, professional working environment</li><li>Excellent long-term career opportunity</li><li><strong>Medical, dental and vision insurance</strong></li><li><strong>401(k)</strong></li><li>Comprehensive benefits package</li></ul><p><strong>Workplace:</strong> Onsite – Downtown Los Angeles</p><p>Qualified candidates interested in learning more are encouraged to apply confidentially, Quidana.Dove<at>RobertHalf.<com></p>
- 2026-10-12T00:00:00Z
- Fremont, CA
- onsite
- Permanent / Full Time
- 80000 - 90000 USD / Yearly
- <p>We are looking for a detail-oriented Staff Accountant to join a collaborative accounting team in Fremont California. In this role, you will partner closely with senior accounting leadership to support core financial operations, maintain accurate records, and contribute to quarterly and annual reporting activities. The ideal candidate brings a solid understanding of accounting fundamentals, hands-on reconciliation experience, and the ability to work efficiently in a fast-paced environment. Manufacturing industry exposure is beneficial, along with strong Excel capabilities and a commitment to accuracy.</p><p><br></p><p>Responsibilities:</p><p>• Perform monthly bank and credit card reconciliations to ensure transactions are recorded accurately and resolved in a timely manner.</p><p>• Prepare and post journal entries, maintain general ledger accuracy, and support the integrity of financial data across accounting processes.</p><p>• Assist with the preparation of quarterly and annual financial reports by organizing schedules, validating balances, and providing supporting documentation.</p><p>• Work closely with the Senior Accountant and Accounting Manager to support day-to-day accounting operations and meet reporting deadlines.</p><p>• Contribute to sales and corporate tax-related activities, including gathering information needed for filings and maintaining organized tax support records.</p><p>• Support accounts payable processes by reviewing coding, verifying documentation, and helping ensure timely processing of vendor transactions.</p><p>• Use Excel and accounting systems such as SAP to analyze data, reconcile accounts, and prepare reports for internal review.</p><p>• Help identify discrepancies, investigate variances, and recommend corrections to improve the accuracy of accounting records.</p>
- 2026-10-19T00:00:00Z
- Menlo Park, CA
- onsite
- Temporary / Contract
- 45 - 55 USD / Hourly
- <p>Primary Responsibilities</p><ul><li>Support monthly close, financial reporting, and balance sheet reconciliations.</li><li>Prepare journal entries and review transactions for accuracy in Oracle Fusion.</li><li>Maintain general ledger integrity and assist with fixed assets, accruals, and intercompany activity.</li><li>Support audits and ensure compliance with internal controls.</li><li>Analyze variances and help resolve accounting discrepancies.</li><li>Contribute to ERP process improvements and reporting enhancements.</li></ul><p><br></p>
- 2026-11-02T00:00:00Z
- Menlo Park, CA
- onsite
- Temporary / Contract
- 47.5 - 55 USD / Hourly
- We are looking for an experienced Grant Accountant to provide hands-on accounting support for a leading investment advisory organization in Menlo Park, California. This Long-term Contract position will focus on grant-related financial operations, month-end activities, and reporting for foundation entities during a high-volume period. The role is fully onsite and is well suited for someone who can manage multiple priorities while maintaining accuracy and strong compliance standards.<br><br>Responsibilities:<br>• Record grant-related transactions accurately and oversee timely disbursement of approved funding commitments.<br>• Monitor conditional and multi-year grant obligations, maintaining documentation and reporting that supports compliance requirements.<br>• Manage accounts payable activities, including vendor setup, invoice processing, and employee reimbursement administration across multiple entities.<br>• Perform general ledger maintenance and complete bank and account reconciliations to support accurate financial records.<br>• Prepare monthly close deliverables and year-end accounting packages, ensuring supporting schedules are complete and organized.<br>• Support regulatory and tax-related reporting, including information return preparation such as 1099 and 1042 filings.<br>• Assist with annual audit activities, tax preparation support, and other year-end financial reporting requirements.<br>• Coordinate accounting tasks across subsidiary structures while helping maintain smooth day-to-day finance operations during a coverage period.
- 2026-11-11T00:00:00Z
- Menlo Park, CA
- onsite
- Temporary / Contract
- 25 - 30 USD / Hourly
- <p>Boutique law firm is seeking a part-time Legal Assistant to support legal and administrative operations in Menlo Park, California. This Legal Assistant position is ideal for someone who can manage deadlines, coordinate court-related documentation, and keep case activity organized in a fast-paced environment. The role requires strong administrative judgment, accuracy in legal filings, and the ability to work effectively across multiple litigation matters. This part-time role is 20-25 hours per week with a flexible schedule within standard business hours and requires on-site work. The ideal candidate will have at least one year of administrative experience in a corporate work environment; legal experience is a plus but not required. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Prepare, review, and submit legal documents through electronic filing systems while ensuring compliance with court rules and deadlines.</p><p>• Maintain attorney calendars by tracking hearings, filing dates, case milestones, and other time-sensitive litigation events.</p><p>• Organize case files, correspondence, and supporting records so materials are current, accessible, and properly documented.</p><p>• Coordinate court filings and related follow-up activities, including confirming submissions and resolving filing issues when needed.</p><p>• Assist with civil litigation matters by supporting document preparation, case tracking, and general legal administrative tasks.</p><p>• Monitor scheduling changes and communicate important updates to attorneys and internal stakeholders in a timely manner.</p><p>• Perform routine legal support duties that contribute to efficient case management and day-to-day workflow continuity.Botui</p>
- 2026-10-30T00:00:00Z
- Fremont, CA
- onsite
- Temporary / Contract
- 31.6635 - 36.663 USD / Hourly
- We are looking for an organized and proactive Executive Assistant to support leadership in Fremont, California. This is a Contract position suited for someone who is detail oriented and can manage complex schedules, coordinate meetings, and handle travel logistics with accuracy and discretion. The ideal candidate brings strong administrative judgment, anticipates needs, and keeps daily operations running smoothly in a fast-paced environment.<br><br>Responsibilities:<br>• Manage executive calendars by prioritizing appointments, resolving scheduling conflicts, and ensuring leaders are prepared for daily commitments.<br>• Arrange domestic and international travel, including flights, lodging, ground transportation, and itinerary planning.<br>• Coordinate meeting logistics for executive sessions, including scheduling, room reservations, agenda support, and follow-up on action items.<br>• Communicate with internal teams and external contacts to confirm appointments, travel details, and schedule updates.<br>• Prepare and maintain organized records related to travel plans, meeting schedules, and executive activities.<br>• Monitor changes to calendars and travel plans, responding quickly to updates while minimizing disruption to executive priorities.
- 2026-11-11T00:00:00Z
- Menlo Park, CA
- onsite
- Temporary / Contract
- 24.7 - 28.6 USD / Hourly
- We are looking for a detail-oriented Receptionist to support daily front desk operations for a non-profit organization in Menlo Park, California. This Contract position is ideal for someone who enjoys creating a welcoming environment, managing administrative tasks, and serving as a reliable first point of contact for visitors and callers. The role requires strong communication skills, attention to detail, and the ability to handle multiple priorities in an efficient manner.<br><br>Responsibilities:<br>• Welcome visitors and provide a courteous, welcoming front desk experience for guests, staff, and partners.<br>• Answer and direct incoming phone calls, taking accurate messages and ensuring inquiries reach the appropriate contact.<br>• Manage the reception area to keep it organized, presentable, and ready to receive visitors throughout the day.<br>• Coordinate incoming and outgoing mail, packages, and deliveries while maintaining accurate distribution procedures.<br>• Assist with routine administrative support such as scheduling, filing, data entry, and preparing basic documentation.<br>• Monitor visitor access and follow established check-in procedures to support a secure and orderly office environment.
- 2026-11-11T00:00:00Z
- Danville, CA
- onsite
- Permanent / Full Time
- 80000 - 88000 USD / Yearly
- <p>Colleen McAuliffe at Robert Half is looking for a detail-oriented General Ledger Accountant to join a privately held real estate investment and development firm in Danville, California. In this role, you will contribute to core accounting operations across a varied portfolio of residential, commercial, and mixed-use assets while supporting accurate financial reporting and timely month-end close activities. This position offers broad exposure to project accounting, entity-level reporting, and collaboration with internal leadership as well as external financial stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Record and post journal entries for development projects, operating companies, and investment-related entities to maintain accurate financial records.</p><p>• Support the monthly close process by preparing consolidations and reviewing financial activity across multiple properties and business entities.</p><p>• Reconcile bank accounts and balance sheet schedules, ensuring discrepancies are researched and resolved promptly.</p><p>• Compile reporting materials and supporting reconciliations for investors, lenders, and internal management teams.</p><p>• Assist in preparing financial statements and project-specific reports that reflect current operating and development performance.</p><p>• Create funding documentation, including capital call schedules and draw requests, for financing and investment partners.</p><p>• Set up new entities and projects within the accounting system and coordinate related banking and account administration needs.</p><p>• Track and reconcile vendor agreements and project contracts to support accurate accounting and payment oversight.</p><p>• Partner with auditors and support compliance reporting by organizing documentation and responding to information requests.</p>
- 2026-11-05T00:00:00Z
- San Francisco, CA
- onsite
- Temporary / Contract
- 22.8 - 24 USD / Hourly
- We are looking for a detail-oriented SR. Office Services Associate to join our team in a Contract position. This role supports daily office operations with a strong focus on front-of-house service, print and copy production, mail handling, and document intake in a corporate environment. The ideal candidate brings a customer-first mindset, stays organized under pressure, and can manage multiple service requests while maintaining accuracy and confidentiality.<br><br>Responsibilities:<br>• Provide front desk and front-of-house support by assisting visitors, employees, and clients with responsiveness.<br>• Process print, copy, scanning, and document intake requests in accordance with established service procedures and quality expectations.<br>• Handle incoming and outgoing mail services, ensuring timely sorting, distribution, and delivery of materials.<br>• Review service requests and job instructions for completeness before starting work to reduce delays and errors.<br>• Track assignments through appropriate logs and maintain accurate records for office services activity.<br>• Organize daily tasks by urgency and service deadlines, escalating concerns when timing or job requirements may be impacted.<br>• Perform routine quality checks on completed work and help maintain high standards across team output.<br>• Replenish paper, toner, and other supplies, and resolve basic equipment issues to keep operations running smoothly.<br>• Follow client-site policies and internal service standards while using materials and equipment efficiently and safely.
- 2026-11-09T00:00:00Z
- Newark, CA
- onsite
- Temporary / Contract
- 27 - 29 USD / Hourly
- <p>We are looking for a Hybrid Patient Admin Specialist (PAS) to support front-office and patient registration activities in an outpatient clinic in Newark, California. This Long-term Contract position plays a key role in creating a smooth patient experience by coordinating appointments, assisting with check-in and check-out, and handling essential administrative workflows. The ideal candidate is organized, service-focused, and comfortable managing multiple tasks while communicating effectively with patients, providers, and clinic staff. (2 days remote and 3 days onsite) </p><p><br></p><p>Responsibilities:</p><p>• Welcome patients at the front desk, guide them through arrival and departure processes, and respond to routine questions about appointments, billing, and schedules.</p><p>• Coordinate new patient intake and assist with surgery and follow-up scheduling based on provider availability and clinic priorities.</p><p>• Communicate with clinicians and internal teams to support scheduling decisions and help address time-sensitive patient needs appropriately.</p><p>• Respond to non-clinical inquiries received by phone, messaging systems, or CRM platforms, and escalate issues when additional support is required.</p><p>• Maintain accurate clinic records by updating databases, processing internal documentation, and organizing patient-related paperwork.</p><p>• Handle incoming and outgoing administrative materials, including faxes, mail, and scanned documents, while ensuring proper distribution and filing.</p><p>• Use reference materials and clinic tools to support patient-provider communication and reinforce a high standard of service.</p><p>• Contribute to efficient daily clinic operations by managing multiple front-office tasks with accuracy, professionalism, and attention to detail.</p>
- 2026-11-06T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 35.625 - 41.25 USD / Hourly
- We are looking for a Program Manager to lead community-focused initiatives and strengthen day-to-day program operations in Oakland, California. This Long-term Contract position is ideal for a detail-oriented individual who can guide teams, improve program infrastructure, and ensure strong accountability across multiple workstreams. The role combines people leadership, budget oversight, and operational planning to support sustainable program growth and measurable community impact.<br><br>Responsibilities:<br>• Lead the execution and expansion of multiple community programs, ensuring each initiative meets performance goals, reporting standards, and compliance expectations.<br>• Direct a small team of staff and contractors by setting priorities, tracking results, and creating clear accountability around key performance indicators.<br>• Develop operational processes, tools, and workflows that improve coordination, consistency, and efficiency across program activities.<br>• Strengthen external partnerships and support outreach efforts that increase participation, engagement, and long-term program success.<br>• Provide coaching, feedback, and career development support to team members while fostering a collaborative and high-performing work environment.<br>• Partner with organizational leadership on hiring efforts, and manage onboarding, performance reviews, and offboarding activities for direct reports.<br>• Track program spending, review financial performance, and help maintain budgets that align with approved funding and organizational goals.<br>• Support the administration of grant-funded work in coordination with internal stakeholders to ensure reporting accuracy and proper use of resources.<br>• Review and approve program-related expenses and handle additional operational or administrative responsibilities as needed.
- 2026-10-16T00:00:00Z
- Mill Valley, CA
- onsite
- Permanent / Full Time
- 140000 - 180000 USD / Yearly
- <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>Operations Manager | Boutique Wealth Management Firm | Mill Valley; Hybrid (3-4 days)</strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 200000 USD / Yearly
- <p>We are looking for an Attorney/Lawyer to join a collaborative legal team in San Francisco, California. This opportunity is well suited for a motivated attorney with multiple years of experience, while also offering consideration to recently licensed candidates. The role provides meaningful litigation work on cases that have a real impact on clients and broader public interests, including matters involving environmental exposure. Attorneys in this position can expect a supportive workplace, strong team camaraderie, and the chance to grow alongside respected colleagues.</p><p><br></p><p>Responsibilities:</p><p>• Manage civil litigation matters from initial case assessment through resolution, ensuring deadlines, filings, and strategy remain on track.</p><p>• Prepare persuasive motions, legal briefs, and other written advocacy materials tailored to the facts and procedural posture of each case.</p><p>• Conduct discovery activities such as drafting requests, reviewing responses, analyzing records, and helping develop case themes.</p><p>• Collaborate with attorneys, paralegals, and support staff to advance litigation strategy and maintain efficient case progress.</p><p>• Perform legal research and apply relevant statutes, regulations, and case law to support client representation.</p><p>• Participate in case development for matters involving significant personal and public impact, including litigation tied to environmental exposure issues.</p><p>• Communicate effectively with clients, opposing counsel, and internal team members while maintaining professionalism throughout the litigation process.</p>
- 2026-10-22T00:00:00Z
- Stockton, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- Key Responsibilities<br>• Lead and perform audits, reviews, and compilations in accordance with professional standards and firm policies.<br>• Plan engagement scope and timing, perform risk assessments, and design appropriate audit procedures.<br>• Prepare and review workpapers, ensuring proper documentation and support for conclusions.<br>• Oversee and execute audit procedures for nonprofit organizations, including grant and compliance areas as applicable.<br>• Perform assurance work for employee benefit/pension plans, including testing contributions, distributions, and investments.<br>• Work on affordable housing engagements, including low-income housing entities and related compliance matters.<br>• Assist with engagements for homeowners associations; prior HOA experience a plus.<br>• Draft and review financial statements, footnote disclosures, management letters, and internal control communications.<br>• Supervise, train, and mentor staff, providing clear instructions and timely feedback.<br>• Monitor engagement budgets and timelines; communicate status and issues to managers/partners.<br>• Identify accounting, auditing, and internal control issues, and propose practical solutions to clients.<br>• Assist with implementation of new accounting and auditing standards for assigned clients.<br>Qualifications<br>• Bachelor’s degree in accounting or related field required.<br>• CPA license preferred; candidates actively pursuing licensure considered.<br>• Minimum of 3 years of recent experience in public accounting with a focus on auditing and assurance.<br>• Experience with nonprofit organizations and/or employee benefit plans strongly preferred; affordable housing and HOA experience a plus.<br>• Solid knowledge of U.S. GAAP and generally accepted auditing standards.<br>• Proficiency with Microsoft Office and audit/engagement software.<br>• Strong analytical, organizational, and problem-solving skills.<br>• Effective written and verbal communication skills.<br>• Ability to manage multiple engagements and deadlines.<br>• Team-oriented with demonstrated leadership and supervisory abilities.
- 2026-10-13T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 140000 USD / Yearly
- <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>Senior Finance Associate | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 110000 - 120000 USD / Yearly
- We are looking for an experienced Legal Secretary to support a busy commercial litigation practice. This role is well suited for a confident, detail-oriented individual who can manage competing priorities, maintain accuracy under pressure, and contribute effectively in a high-volume, partner-driven environment. The ideal candidate brings strong litigation support experience, takes initiative without constant direction, and is ready to assume ownership of daily responsibilities from the start.<br><br>Responsibilities:<br>• Prepare, review, and submit court filings in state and federal courts, ensuring all documents meet procedural rules and deadlines.<br>• Maintain complex litigation calendars by tracking hearings, filing dates, court appearances, and other case-related milestones.<br>• Support attorneys with document preparation, revisions, formatting, and transcription from dictated material as needed.<br>• Coordinate case materials, correspondence, and legal records so files remain organized, current, and readily accessible.<br>• Monitor multiple active matters at once and adjust priorities quickly to meet urgent deadlines in a fast-paced practice.<br>• Communicate with attorneys, court personnel, and internal teams to facilitate efficient handling of litigation matters.<br>• Take ownership of assigned work by anticipating needs, following through on deliverables, and helping keep matters on schedule.
- 2026-10-22T00:00:00Z
- Fremont, CA
- remote
- Permanent / Full Time
- 160000 - 175000 USD / Yearly
- <p>We are looking for an experienced Senior Tax Manager to lead corporate tax activities for a growing organization in Fremont, California. This role will oversee income tax reporting and compliance while partnering with internal stakeholders to support accurate, timely filings and effective tax planning. The ideal candidate brings strong technical knowledge of corporate income tax, a proactive mindset, and the ability to guide complex tax matters with confidence.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead global tax operations, including compliance, reporting, tax planning, transfer pricing, and audit management.</li><li>Oversee U.S. and international tax filings, quarterly and annual tax provisions, and indirect tax requirements (sales tax, VAT, GST).</li><li>Partner with finance and accounting teams worldwide to address tax matters and ensure accurate tax reporting and disclosures.</li><li>Develop and implement tax strategies related to business transactions, restructurings, acquisitions, and intercompany activities.</li><li>Manage relationships with external tax advisors and support parent company reporting requirements.</li><li>Monitor changes in tax laws, improve tax processes, and assist with cross-functional initiatives and special projects.</li></ul><p><br></p>
- 2026-10-15T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 90000 - 150000 USD / Yearly
- <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000 - 100000 USD / Yearly
- <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p><strong> </strong></p><p><strong>Robert Half is partnering with a Registered Investment Firm in the East Bay. They are looking for an Operations Lead </strong>to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment.</p><p> </p><p><strong>This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm.</strong></p><p><strong> </strong></p><p>Responsibilities:</p><p>• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.</p><p>• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.</p><p>• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.</p><p>• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.</p><p>• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.</p><p>• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.</p><p>• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.</p><p>• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.</p><p>• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.</p>
- 2026-10-26T00:00:00Z
- Hayward, CA
- onsite
- Temporary / Contract
- 28.5 - 33 USD / Hourly
- We are looking for an experienced Executive Assistant to provide high-level support to senior leadership within a healthcare organization in Hayward, California. This Long-term Contract position calls for a highly experienced, detail-oriented individual who can manage complex scheduling, executive communications, meeting coordination, and board-related activities with discretion and accuracy. The ideal candidate will help keep leadership operations organized, support strategic initiatives, and ensure important priorities move forward efficiently.<br><br>Responsibilities:<br>• Provide dedicated administrative support to executive leadership, managing daily priorities and ensuring smooth coordination of leadership activities.<br>• Oversee complex calendars, arrange travel, process expense documentation, and handle executive correspondence with care and attention to detail.<br>• Prepare meeting agendas, presentation materials, reports, and follow-up notes to support informed decision-making and effective leadership communication.<br>• Coordinate internal meetings, external engagements, retreats, and leadership events while managing logistics and schedule changes efficiently.<br>• Maintain organized executive records, contracts, governance files, and key organizational documents in accordance with internal standards.<br>• Track action items, deadlines, project milestones, and leadership commitments, escalating concerns when timelines or deliverables are at risk.<br>• Support cross-functional initiatives by coordinating meetings, gathering information, and assisting with reports and materials tied to strategic priorities.<br>• Serve as a key point of contact for board-related administration, including scheduling meetings, preparing board packets, recording minutes, and maintaining governance documentation.<br>• Facilitate communication with board members, executives, community partners, and external stakeholders while upholding a high degree of confidentiality.<br>• Contribute to board onboarding, annual governance processes, committee administration, and special planning sessions as needed.
- 2026-11-06T00:00:00Z
- Napa, CA
- onsite
- Permanent / Full Time
- 130000 - 155000 USD / Yearly
- <p>We are seeking an experienced <strong>Finance Manager</strong> to join a well-established and growing wine industry organization in Napa, California. This is a <strong>full-time, onsite position</strong> that plays a key role in ensuring the accuracy and integrity of financial reporting, delivering actionable business insights, and supporting strategic planning initiatives. The Accounting Manager will collaborate closely with accounting leadership, corporate stakeholders, and external advisors to strengthen internal controls, enhance reporting processes, and support the company's overall financial performance.</p><p><br></p><p><strong>For more information about this opportunity, contact Robyn Rosemon directly at 707-387-0299.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Partner with accounting leadership to maintain the accuracy of the general ledger by reviewing entries, reconciliations, and period-end accruals.</p><p>• Lead the month-end, quarter-end, and year-end close review process to help ensure financial statements are completed accurately and on schedule in accordance with US GAAP.</p><p>• Compile consolidated financial information and deliver reporting packages to the parent organization within required timelines.</p><p>• Serve as a primary liaison between the Napa, California winery team and corporate counterparts to align on reporting expectations, accounting policies, and procedural requirements.</p><p>• Assist with tax-related activities by coordinating information, supporting compliance efforts, and working with outside tax advisors when needed.</p><p>• Evaluate operating results, investigate fluctuations and trends, and present clear recommendations to support leadership decision-making.</p><p>• Work with external accountants and auditors by answering questions, supplying documentation, and helping address audit findings or process recommendations.</p><p>• Support cost accounting activities such as inventory valuation, allocation methodologies, and margin analysis across the business.</p><p>• Use ERP system and Excel to prepare financial reporting, strengthen internal controls, and identify opportunities to improve accounting processes.</p><p>• Contribute to budgeting, forecasting, and cash management activities in partnership with the leadership of Finance.</p>
- 2026-10-15T00:00:00Z