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613 results in Vallejo, CA
- El Granada, CA
- onsite
- Permanent / Full Time
- 84000 - 94000 USD / Yearly
- <p><br></p><p>We are looking for an experienced Sr. Accountant to join a growing team in El Granada, California. This role will oversee core accounting operations, contribute to accurate and timely financial reporting, and support key compliance activities. The ideal candidate brings strong general ledger expertise, sound judgment, and the ability to manage multiple priorities in a hands-on environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead critical month-end accounting activities, including billing review, revenue treatment, prepaid expense tracking, and accrual preparation to ensure accurate financial results.</p><p>• Perform detailed reconciliations for balance sheet and profit-and-loss accounts, resolving discrepancies and maintaining reliable supporting documentation.</p><p>• Administer payroll for an employee population of approximately 30 staff members and post related accounting entries to the general ledger.</p><p>• Work closely with Human Resources to coordinate accounting matters tied to employee benefits, compensation, and related expenses.</p><p>• Manage day-to-day accounting processes across the full cycle, from transaction recording through period-end reporting.</p><p>• Provide support during the annual external audit and assist with preparing schedules and documentation for corporate tax reporting.</p><p>• Contribute to ad hoc accounting assignments and special projects as business needs evolve.</p><p>• Maintain accurate journal entries and support bank reconciliation activities to strengthen financial controls and reporting accuracy.</p>
- 2026-10-21T00:00:00Z
- Lafayette, CA
- onsite
- Permanent / Full Time
- 140000 - 200000 USD / Yearly
- We are looking for an accomplished Natural Resources Attorney to support complex matters involving environmental regulation, land use, and resource-related legal issues in Lafayette, California. This opportunity is suited for a lawyer who can provide practical guidance, manage sophisticated legal work, and collaborate effectively with clients and internal teams. The ideal candidate brings strong experience in natural resources law and a solid understanding of regulatory compliance in a dynamic legal environment.<br><br>Responsibilities:<br>• Advise clients on legal matters involving natural resources, environmental requirements, land use considerations, and related regulatory frameworks.<br>• Manage a range of legal matters from initial analysis through resolution, including strategy development, drafting, and client counseling.<br>• Interpret federal, state, and local regulations and translate complex legal obligations into clear, actionable guidance for clients.<br>• Prepare, review, and refine legal documents such as memoranda, agreements, filings, and other matter-related materials.<br>• Represent client interests in negotiations, administrative proceedings, and other interactions connected to environmental and resource issues.<br>• Work closely with colleagues across related practice areas to deliver coordinated legal solutions on multifaceted matters.<br>• Conduct thorough legal research and evaluate emerging developments that may affect client operations or project objectives.
- 2026-10-22T00:00:00Z
- San Francisco Bay Area, CA
- onsite
- Permanent / Full Time
- 180000 - 250000 USD / Yearly
- <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
- 2026-10-19T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 98000 - 131000 USD / Yearly
- <p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
- 2026-10-16T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 140000 - 190000 USD / Yearly
- We are looking for an Associate Attorney to support a dynamic insurance coverage practice in San Francisco, California. This role offers the opportunity to advise insurer clients on coverage matters, represent them in litigation and alternative dispute resolution proceedings, and contribute to a collaborative legal team. The position is well suited for an attorney with at least two years of relevant experience who is ready to take on meaningful casework in a fast-paced environment.<br><br>Responsibilities:<br>• Counsel insurer clients on policy interpretation, coverage analysis, and related legal exposure across a range of matters.<br>• Manage active files from initial assessment through resolution, ensuring deadlines, strategy decisions, and client communications are handled effectively.<br>• Draft and review pleadings, coverage opinions, motions, briefs, and other legal documents with strong attention to detail.<br>• Represent clients in litigation proceedings, mediations, arbitrations, and other dispute resolution forums involving insurance-related claims.<br>• Conduct legal research and apply relevant statutes, case law, and policy language to support case strategy and client recommendations.<br>• Collaborate with colleagues across the practice to develop legal arguments, share insight, and deliver high-quality client service.<br>• Communicate regularly with clients, opposing counsel, and other stakeholders regarding case developments, risk considerations, and next steps.
- 2026-10-22T00:00:00Z
- San Francisco, CA
- remote
- Temporary / Contract
- 33.25 - 38.5 USD / Hourly
- We are seeking a detail-oriented Senior Compliance Analyst to review direct marketing materials and customer communications for financial services products. This role focuses on ensuring marketing campaigns, promotional content, and customer-facing disclosures comply with applicable regulations, including UDAAP, TILA, Regulation Z, and CAN-SPAM. The ideal candidate has hands-on experience reviewing financial services marketing materials, identifying regulatory risks, and partnering with Marketing, Legal, Product, and Risk teams to support compliant campaign execution. Previous experience with Figma and Jira is a plus. Key Responsibilities Review direct marketing materials, advertisements, promotional offers, emails, and customer communications for regulatory compliance and accuracy. Evaluate disclosures, pricing, fees, promotional claims, and required terms under UDAAP, TILA, Regulation Z, and CAN-SPAM. Partner with Marketing, Legal, Product, and Risk teams to identify compliance concerns and provide practical guidance throughout campaign development and launch. Verify that marketing communications include appropriate disclosures, consent language, unsubscribe mechanisms, and other required consumer protections. Conduct quality checks and targeted reviews to identify compliance gaps, document findings, and recommend corrective actions. Maintain clear documentation of reviews, approvals, and remediation activities to support audits and regulatory examinations. Monitor regulatory developments and assist with updating compliance procedures, review standards, and internal guidance. Prepare compliance summaries, risk assessments, and reporting to support leadership oversight and continuous improvement. Required Qualifications detail oriented experience reviewing direct marketing materials or customer communications within financial services. Working knowledge of UDAAP, TILA, Regulation Z, and CAN-SPAM requirements. Strong understanding of marketing disclosures, consumer protection requirements, and advertising compliance. Excellent analytical, written communication, and documentation skills. Ability to work collaboratively with cross-functional stakeholders and communicate regulatory requirements clearly. Strong attention to detail and the ability to manage multiple reviews and deadlines. Preferred Qualifications Previous detail oriented experience using Figma for marketing asset review. Familiarity with Jira for workflow management, issue tracking, and compliance review processes.
- 2026-10-30T00:00:00Z
- Oakland, CA
- onsite
- Permanent / Full Time
- 95000 - 110000 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>Accounts Payable Associate | $95K–$110K + Discretionary Bonus</strong></p><p><br></p><p>📍 <strong>San Francisco | Hybrid</strong></p><p><br></p><p>🔥 <strong>Top-Tier Investment Firm </strong></p><p><strong> </strong></p><p>I'm working on an opportunity with a prestigious global private investment firm managing approximately <strong>$40B in equity capital</strong> across public and private markets, including private equity, credit, and real estate.</p><p><br></p><p>The firm is looking for an <strong>Accounts Payable Associate</strong> to join a well-established accounting and tax team of 40+ professionals.</p><p><br></p><p><strong>💡 What You'll Do</strong></p><ul><li>Review, code, and allocate invoices while coordinating payment approvals</li><li>Process semimonthly payments, including ACH and checks</li><li>Audit employee expense reports and reconcile corporate credit cards</li><li>Manage domestic and international vendor onboarding, including W-9/W-8 documentation</li><li>Handle bank transactions, deposits, wires, and cash activity</li><li>Support fixed asset accounting, journal entries, and expense analysis</li><li>Assist with 1099s, use tax filings, and other compliance requirements</li><li>Contribute to process automation and the implementation of NetSuite</li></ul><p><br></p>
- 2026-10-25T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <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>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions.</p><p><br></p><p>You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience.</p><p><br></p><p><strong>What You'll Do</strong></p><ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-10-23T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 145000 USD / Yearly
- <p>We are looking for an experienced Accounting Transformation Manager to support core accounting operations and strengthen financial reporting processes in San Francisco, California. This individual contributor role focuses on improving the accuracy and efficiency of close activities, reconciliations, and audit readiness while partnering with stakeholders across the finance organization. The ideal candidate brings strong technical accounting knowledge and a hands-on approach to managing general ledger activity, journal entries, and reporting deliverables.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead accounting transformation projects, including process improvements, system implementations, automation, and change initiatives.</li><li>Serve as the accounting SME for system upgrades, ensuring strong controls and compliance with US GAAP and reporting requirements.</li><li>Gather, document, and translate accounting requirements for new systems and processes.</li><li>Support solution design, UAT, and financial system enhancements.</li><li>Design and document future-state processes, workflows, and SOPs.</li><li>Identify risks and implement effective financial and compliance controls.</li><li>Standardize accounting policies, procedures, and internal controls.</li><li>Partner with cross-functional teams to build scalable, automated, audit-ready processes.</li><li>Support change management, training, and post-implementation adoption.</li><li>Track project progress, risks, and deliverables to meet business goals.</li><li>Stay current on accounting technology, automation, and industry best practices.</li></ul>
- 2026-10-30T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 170000 - 180000 USD / Yearly
- <p>We are looking for an experienced finance leader to oversee financial systems support and strengthen core planning, reporting, and close activities in San Francisco, California. This role will guide budgeting operations, improve the accuracy and timeliness of financial information, and provide leadership around cash flow visibility for the organization. The ideal candidate brings a strong command of finance operations along with the ability to align systems support with business goals and decision-making needs.</p><p><br></p><p>Responsibilities:</p><ul><li>Serve as the finance systems lead, translating accounting requirements into automated system solutions.</li><li>Manage financial close systems, integrations, reconciliations, and audit support.</li><li>Own and optimize NetSuite, including multi-entity, multi-currency, and reporting functionality.</li><li>Oversee finance applications and integrations, driving automation and process improvements.</li><li>Configure systems, troubleshoot issues, and support complex accounting transactions.</li><li>Partner with Finance, Accounting, and IT leaders to align systems with business needs.</li><li>Lead offshore support teams and ensure efficient service delivery.</li><li>Develop user training, documentation, and best practices to improve adoption.</li><li>Maintain system governance, data integrity, internal controls, and audit readiness.</li><li>Identify emerging technologies and scalable solutions to enhance financial operations.</li></ul>
- 2026-10-30T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 95000 - 110000 USD / Yearly
- <p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing investment management firm in San Francisco to add an Accounting Manager to its team. This is a great opportunity to join a sophisticated, entrepreneurial investment environment where you'll work closely with leadership and have exposure to a variety of accounting and investment operations. <strong>The firm offers a collaborative, close-knit culture, along with an attractive hybrid schedule that allows for 3–4 days of work from home each week.</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and reconcile daily investment activity across client portfolios, including equities, options, foreign exchange, and derivative positions, using portfolio accounting and investment management systems.</li><li>Partner with portfolio managers, brokers, and other counterparties to monitor trade activity and ensure timely transaction settlement.</li><li>Support the operations of closed-end investment vehicles, including capital call calculations, transaction closings, and cash and treasury management.</li><li>Compile investment performance reports, portfolio summaries, and risk metrics for client and investor distribution.</li><li>Review monthly and quarterly fund NAVs, including investor allocations, waterfall calculations, and capital account statements.</li><li>Monitor corporate actions and reconcile activity against prime broker records to ensure accuracy.</li><li>Assist with the development and maintenance of client valuation procedures and expense allocation policies.</li><li>Coordinate and process payments to vendors across investment funds and management companies.</li><li>Leverage Bloomberg to review and update investment valuations and pricing.</li><li>Support annual audit and tax preparation processes by coordinating schedules, documentation, and deliverables.</li><li>Contribute to internal projects, process improvements, and other accounting and operational initiatives as needed.</li></ul>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 95000 - 110000 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>Accounts Payable Associate | $95K–$110K + Discretionary Bonus</strong></p><p><br></p><p>📍 <strong>San Francisco | Hybrid</strong></p><p><br></p><p>🔥 <strong>Top-Tier Investment Firm </strong></p><p><strong> </strong></p><p>I'm working on an opportunity with a prestigious global private investment firm managing approximately <strong>$40B in equity capital</strong> across public and private markets, including private equity, credit, and real estate.</p><p><br></p><p>The firm is looking for an <strong>Accounts Payable Associate</strong> to join a well-established accounting and tax team of 40+ professionals.</p><p><br></p><p><strong>💡 What You'll Do</strong></p><ul><li>Review, code, and allocate invoices while coordinating payment approvals</li><li>Process semimonthly payments, including ACH and checks</li><li>Audit employee expense reports and reconcile corporate credit cards</li><li>Manage domestic and international vendor onboarding, including W-9/W-8 documentation</li><li>Handle bank transactions, deposits, wires, and cash activity</li><li>Support fixed asset accounting, journal entries, and expense analysis</li><li>Assist with 1099s, use tax filings, and other compliance requirements</li><li>Contribute to process automation and the implementation of NetSuite</li></ul><p><br></p>
- 2026-10-25T00:00:00Z
- Menlo Park, CA
- onsite
- Permanent / Full Time
- 115000 - 130000 USD / Yearly
- <p><strong>Are you in Audit and thinking about making the move in-house?</strong></p><p>If you’re auditing <strong>VC, PE, or alternative investment clients</strong> and considering your next move before busy season hits, let’s talk. This could be a great opportunity to take your experience in-house, gain broader business exposure, and join a team that is forward-thinking about AI and automation.</p><p> </p><p><strong>About the Opportunity</strong></p><p>A leading early-stage venture capital firm is seeking a <strong>Fund Accountant</strong> to join its finance and operations team. Reporting to the Controller, this role will support accounting, reporting, and fund operations across multiple venture funds and related entities. This is a chance to gain broad exposure to <strong>fund accounting, investor reporting, audits, tax, and fund operations.</strong> This is a great opportunity for someone looking to build on their accounting experience and deepen their exposure to the venture capital space while working on a small, collaborative team.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support accounting and reporting for multiple venture funds</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Prepare reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Assist with investor reporting, audits, tax processes, and K-1s</li><li>Support management company and GP accounting, including month-end close</li><li>Partner with external fund administrators, auditors, and tax providers</li><li>Contribute to process improvements and special projects as the firm grows</li></ul><p> </p>
- 2026-10-23T00:00:00Z
- San Rafael, CA
- onsite
- Permanent / Full Time
- 150000 - 175000 USD / Yearly
- We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
- 2026-11-02T00:00:00Z
- San Mateo, CA
- onsite
- Temporary / Contract
- 24 - 28 USD / Hourly
- <p><strong>Contract Opportunity Through Robert Half</strong></p><p><strong>Make a Meaningful Impact Behind the Scenes</strong></p><p><br></p><p>Looking for an administrative role where your organization, professionalism, and people skills truly matter?</p><p><br></p><p>Robert Half is partnering with a respected organization seeking an Administrative Support Specialist to help keep day-to-day operations running smoothly during a busy season. This role is perfect for someone who enjoys variety in their day, thrives in a fast-paced environment, and takes pride in creating a welcoming, organized experience for clients and visitors. While this opportunity is based within a funeral services organization, the role itself is centered on customer service, office administration, communication, and operational support. You'll be the person helping ensure important details don't get missed, visitors feel supported, and the office stays organized during times when professionalism and compassion matter most.</p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Serve as a primary point of contact for visitors, clients, vendors, and team members</li><li>Manage 20-30 daily phone calls and email inquiries</li><li>Schedule, coordinate, and track administrative activities</li><li>Scan, organize, and maintain confidential files and documentation</li><li>Support office projects and operational initiatives</li><li>Coordinate with vendors and internal departments to keep operations running efficiently</li><li>Maintain accurate records and databases</li><li>Provide exceptional customer service in a professional office environment</li></ul>
- 2026-11-11T00:00:00Z
- San Leandro, CA
- onsite
- Temporary / Contract
- 30 - 32 USD / Hourly
- <p>Our team is seeking an early-career Accounting Assistant to join our growing company in San Leandro. This is a great opportunity for someone looking to start or advance their accounting career while gaining exposure to multiple areas of accounting operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process accounts payable transactions, including coding invoices, reconciling vendor statements, and ensuring timely payments</li><li>Support accounts receivable: generate invoices, post payments, and monitor aging reports</li><li>Assist with general accounting duties such as data entry, reconciliations, and maintaining accurate records</li><li>Contribute to month-end and year-end close processes</li><li>Provide support for audit and compliance requests</li><li>Communicate professionally with internal teams and external vendors/customers</li><li>Maintain confidentiality and ensure compliance with company policies and accounting standards</li></ul><p><br></p>
- 2026-10-27T00:00:00Z
- Mill Valley, CA
- onsite
- Permanent / Full Time
- 160000 - 225000 USD / Yearly
- <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>✨ Senior Tax Manager</p><p>📍 Mill Valley, CA (Hybrid)</p><p>🏢 Boutique Wealth Management & Advisory Firm</p><p>💰 Competitive Base + Bonus + Significant Career Growth</p><p><br></p><p>A highly regarded boutique wealth management and advisory firm is seeking an experienced <strong>Senior Tax Manager</strong> to become the firm's dedicated tax leader and help shape the future of a growing tax practice. The ideal candidate is equal parts technical expert, trusted advisor, and entrepreneur. This role offers the rare opportunity to move beyond compliance and play a meaningful role in building a scalable, high-impact tax practice from the ground up.</p><p><br></p><p><strong>Who You Are</strong></p><p>You are a technically strong tax professional who enjoys solving complex planning challenges and building trusted client relationships. You bring a consultative mindset, thrive in entrepreneurial environments, and are excited by the opportunity to help shape a growing practice. Most importantly, you're looking for more than a traditional tax role. You want to help build something meaningful, work directly with sophisticated clients, embrace innovation, and play a key role in the future growth of a highly collaborative advisory organization.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Lead tax planning, compliance, and review activities for high-net-worth individuals, families, trusts, and related entities.</li><li>Advise clients on complex tax matters, including estate and gift planning, wealth transfer strategies, QSBS, trusts, partnerships, and investment-related tax issues.</li><li>Serve as a trusted advisor, partnering with clients and external professionals to develop and execute sophisticated planning strategies.</li><li>Build long-term client relationships while delivering a high-touch, concierge-level service experience.</li><li>Help develop and scale a modern tax practice through process improvements, technology, automation, and AI-driven solutions.</li><li>Contribute to strategic growth initiatives, operational enhancements, and the expansion of the firm's advisory capabilities.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-10-26T00:00:00Z
- San Ramon, CA
- onsite
- Temporary / Contract
- 25 - 35 USD / Hourly
- <p><strong>Position Overview</strong></p><p>We are seeking a detail-oriented and dependable <strong>Full Charge Bookkeeper</strong> to manage day-to-day accounting operations and ensure the accuracy of financial records. This role is responsible for full-cycle bookkeeping, accounts payable and receivable, bank reconciliations, payroll support, month-end close activities, and financial reporting. The ideal candidate is organized, proactive, and comfortable working independently in a fast-paced environment.</p><p>Key Responsibilities</p><ul><li>Manage full-cycle bookkeeping and maintain accurate financial records</li><li>Process accounts payable, including invoice entry, vendor payments, and reconciliations</li><li>Manage accounts receivable, invoicing, collections, and cash applications</li><li>Perform bank, credit card, and general ledger reconciliations</li><li>Prepare and post journal entries and maintain supporting documentation</li><li>Assist with month-end and year-end close processes</li><li>Process payroll and maintain payroll records, as needed</li><li>Prepare sales tax filings and other compliance-related reporting</li><li>Generate financial reports, including profit & loss statements and balance sheets</li><li>Support audits and work with outside accountants as needed</li><li>Maintain vendor and customer records and respond to accounting-related inquiries</li></ul><p><br></p>
- 2026-10-27T00:00:00Z
- San Ramon, CA
- onsite
- Temporary / Contract
- 25 - 32 USD / Hourly
- <p><strong>Accounts Payable Clerk</strong></p><p><strong>Employment Type:</strong> Contract</p><p> </p><p><strong>About the Role</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client’s accounting team.</p><p>In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in QuickBooks and/or Sage accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
- 2026-10-26T00:00:00Z
- San Ramon, CA
- onsite
- Permanent / Full Time
- 80000 - 95000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> investment management </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>✨ Associate Advisor</p><p>📍 San Ramon, CA [Hybrid, 4-5 days in office]</p><p>🏢 Independent Wealth Management Firm</p><p>💰 Competitive Base + Discretionary Bonus</p><p><br></p><p>Anisa Henry is partnered with a growing independent wealth management firm in the search for an <strong>Associate Advisor</strong>. This opportunity offers the chance to support high-net-worth individuals, families, and business owners through comprehensive financial planning and investment guidance, with an average client relationship of approximately $1.5 million in assets.</p><p><br></p><p><strong>The Role:</strong></p><p>You'll support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities.</p><p> </p><p><strong>We are looking for someone who is both analytical and operational:</strong></p><ul><li><strong>Analytical</strong>: Strong understanding of wealth management, comfortable with e-money, and able to spot discrepancies.</li><li><strong>Operational</strong>: Able to manage client communications, sit in meetings, take notes…</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Partner with senior advisors to support client relationships, projects, and business operations.</li><li>Assist with financial planning, investment analysis, and meeting preparation.</li><li>Participate in client meetings and manage follow-up action items.</li><li>Support client communications, onboarding, and ongoing service needs.</li><li>Serve as a trusted client contact while developing advisory expertise.</li></ul><p><strong>Planning & Operations Support</strong></p><ul><li>Review client financial information and maintain accurate records.</li><li>Track meeting notes, action items, and planning deliverables.</li><li>Help improve planning workflows and operational processes.</li><li>Assist with insurance and risk management planning.</li></ul><p><strong>Client Service</strong></p><ul><li>Maintain CRM records and manage client documentation.</li><li>Coordinate with financial institutions and third-party partners.</li><li>Process account openings, transfers, and maintenance requests.</li><li>Prepare client meeting materials and provide proactive communication.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-10-26T00:00:00Z
- Oakland, CA
- onsite
- Temporary / Contract
- 27 - 29 USD / Hourly
- <p>We are seeking a Program Coordinator to support operational and administrative aspects of programs and initiatives.</p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate program activities and schedules</li><li>Track deliverables and project timelines</li><li>Prepare program reports and documentation</li><li>Communicate with stakeholders and participants</li><li>Support event planning and logistics</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 90000 - 115000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul><p><br></p>
- 2026-10-27T00:00:00Z
- San Ramon, CA
- onsite
- Temporary / Contract
- 24 - 28 USD / Hourly
- <p><strong>Accounting Clerk</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $20 - $28 hourly</p><p> </p><p><strong>About the Role:</strong></p><p>Are you an organized, detail-oriented individual looking to build a rewarding career in accounting? Join Robert Half as an <strong>Accounting Clerk</strong> where you will play a pivotal role in maintaining accurate financial records and supporting the daily operations of the accounting department. This is an excellent opportunity for someone passionate about numbers and efficiency to grow within a collaborative and supportive environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform data entry and maintain accurate and up-to-date financial records.</li><li>Process accounts payable and accounts receivable transactions.</li><li>Assist with bank reconciliations and general ledger entries.</li><li>Prepare, track, and ensure the timely processing of invoices and payments.</li><li>Support in the preparation of financial statements and reports as needed.</li><li>Assist with month-end and year-end closing activities.</li><li>Respond to inquiries regarding financial transactions and records.</li><li>Collaborate with team members to streamline accounting processes and increase efficiency.</li><li>Provide administrative support to the accounting team and other duties as required.</li></ul><p><br></p>
- 2026-10-26T00:00:00Z
- Concord, CA
- onsite
- Permanent / Full Time
- 150000 - 170000 USD / Yearly
- <p>Kevin Eckhardt with Robert Half is looking for Controller to oversee the full accounting and finance operation for his client. This position will guide financial reporting, budgeting, forecasting, cash oversight, and analytical support while partnering closely with leadership to inform business decisions. The ideal candidate brings a hands-on approach, strong manufacturing and inventory accounting knowledge, and the ability to lead a small team in a fast-moving environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day accounting and finance activities, ensuring accurate records and reliable financial information across the organization.</p><p>• Lead the monthly, quarterly, and annual close cycle, maintaining timeliness and precision in all reporting deliverables.</p><p>• Prepare and review financial statements, management reports, and business insights to support executive planning and decision-making.</p><p>• Oversee budgeting, forecasting, and cash flow planning to help the business manage resources effectively and meet financial goals.</p><p>• Strengthen and monitor internal controls, accounting procedures, and documentation practices to promote compliance and operational efficiency.</p><p>• Manage cost accounting and inventory accounting processes, providing visibility into production costs, margins, and inventory performance.</p><p>• Supervise, mentor, and develop a team of four finance and accounting professionals, setting priorities and encouraging strong performance.</p><p>• Partner with operational leaders to evaluate financial results, identify trends, and recommend actions that improve business performance.</p><p>• Support finance-related process improvements and system-related initiatives, including updates that enhance reporting accuracy and workflow efficiency.</p>
- 2026-10-19T00:00:00Z
- Pleasanton, CA
- onsite
- Temporary / Contract
- 40 - 40 USD / Hourly
- <p>**100% CONTRACT, ON-SITE***</p><p><br></p><p>We are looking for a Benefits Analyst to support union members and their families by delivering accurate benefits administration and responsive service in Pleasanton, California. This Long-term Contract position focuses on medical claims processing, eligibility support, and issue resolution while ensuring compliance with plan rules and regulatory standards. The ideal candidate brings strong analytical skills, bilingual Spanish communication ability, and experience working efficiently in a high-volume benefits environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage union benefit programs by reviewing and applying plan provisions, policies, and regulatory requirements to daily administrative work.</p><p>• Process medical and related benefit claims with accuracy and timeliness while maintaining quality standards in a fast-paced setting.</p><p>• Address questions from members, dependents, providers, and other parties through clear and effective written and verbal communication.</p><p>• Work with healthcare partners, network organizations, and external vendors to investigate and resolve claim discrepancies or service issues.</p><p>• Confirm and maintain member eligibility records across applicable systems and coordinate updates with vendor platforms as needed.</p><p>• Support members with benefit concerns, coverage questions, and enrollment or eligibility matters, ensuring clear follow-up and resolution.</p><p>• Create reports and maintain complete documentation for claims activity, eligibility records, member contacts, and case outcomes.</p><p>• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality standards.</p><p>• Stay informed on updates to regulations, medical policies, coding guidance, and claims processing rules that affect benefit operations.</p><p>• Protect sensitive personal and medical information by applying sound judgment and strict confidentiality practices in all interactions.</p>
- 2026-11-10T00:00:00Z