<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>
We are looking for an experienced HR Business Partner to support engineering and technology leaders in Menlo Park, California. This Long-term Contract position will focus on aligning people strategies with business objectives, strengthening organizational effectiveness, and guiding leaders through key talent decisions. The role combines strategic partnership with hands-on execution, making it ideal for someone who is comfortable advising senior stakeholders while managing day-to-day HR priorities in a fast-moving environment.<br><br>Responsibilities:<br>• Partner with senior leaders across engineering and technology teams to address workforce needs, organizational challenges, and long-range talent priorities.<br>• Direct and support the yearly performance review process, including coaching managers, facilitating evaluation discussions, and ensuring milestones are completed on schedule.<br>• Advise leaders on employee growth, performance concerns, succession planning, compensation-related matters, and other people-focused decisions.<br>• Work closely with HR partners, centers of expertise, and cross-functional teams to deliver people programs and reinforce consistent practices across the organization.<br>• Help implement talent initiatives that improve engagement, development, and retention while aligning with broader business goals.<br>• Handle operational HR activities such as submitting requests, maintaining accurate employee records, updating organizational information, and completing administrative tasks as needed.<br>• Lead recurring HR programs and special projects independently, maintaining strong documentation, accuracy, and timely follow-through.<br>• Adjust quickly to shifting business demands while balancing strategic consultation with responsive execution in a high-paced setting.
<p>A privately held organization is seeking a Senior Accountant to support core accounting operations and financial reporting. This individual will be responsible for assigned areas of the general ledger, assist with the close process, prepare reconciliations and analyses, and support audit and compliance activities. This is a potential contract to hire opportunity.</p><p><br></p><p>Primary Responsibilities</p><ul><li>Prepare and review journal entries, reconciliations, and supporting schedules</li><li>Assist with monthly, quarterly, and annual close deliverables</li><li>Review financial data for accuracy, completeness, and reporting consistency</li><li>Investigate variances, unusual transactions, and accounting issues</li><li>Support internal controls and recommend process enhancements where needed</li><li>Prepare audit support and respond to documentation requests</li><li>Assist with budget, forecast, and analysis workstreams</li><li>Participate in process improvement and systems-related initiatives</li><li>Maintain procedures and documentation for assigned accounting activities</li></ul><p>Required Background</p><ul><li>Bachelor’s degree in Accounting, Finance, Business Administration, or similar field</li><li>5+ years of relevant accounting experience</li><li>Knowledge of general ledger accounting, financial reporting, and GAAP</li><li>Experience with ERP systems and advanced Excel</li><li>Ability to work independently, manage deadlines, and communicate effectively across teams</li></ul><p>For immediate consideration contact Robert Half at 209-232-1991.</p>
<p>**100% Contract Position** </p><p> Job Function Details: </p><p> • Oversee all HR functions, including recruitment, onboarding, employee relations, performance management, compensation, benefits, training, compliance, and HR systems. • Lead and develop the HR and Recruitment team of three employees, ensuring departmental goals are met and exceptional service is provided across the organization, including 200 employees across 7 Northern California counties. • Develop and implement effective recruitment, retention, and onboarding strategies aligned with company's mission and staffing needs. • Manage employee relations, workplace investigations, performance improvement plans, and involuntary separations, partnering with the COO and legal counsel as needed. • Develop and maintain HR policies, procedures, and programs that promote employee engagement, accountability, inclusion, and a high-performance culture. • Oversee competitive, equitable, and financially sustainable compensation and benefits programs, including annual market reviews and renewals. • Coach and train managers on employee relations, performance management, recruitment, retention, and effective leadership practices. • Oversee employee evaluations, professional development, and performance management processes. • Ensure compliance with federal, state, and local employment laws, regulations, and reporting requirements. • Oversee workers’ compensation, unemployment insurance, employee leaves, accommodations, personnel records, and HRIS. • Partner with the COO to manage the HR budget and ensure departmental financial accountability.</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>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>
<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>
<p>We are looking for a customer-focused Bank Teller to support branch operations and deliver a high standard of service in Stockton, California. This contract opportunity with potential for a permanent role is ideal for someone who enjoys balancing transaction processing, account support, and relationship-based service in a fast-paced banking environment. The role requires a strong understanding of deposit products, day-to-day branch activities, and the ability to guide customers toward solutions that align with their financial needs.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily branch readiness by handling opening and closing procedures and helping maintain smooth in-person operations.</p><p>• Support customers with establishing a variety of new accounts while ensuring documentation is complete and accurate.</p><p>• Process routine and complex teller activities such as deposits, withdrawals, transfers, wires, cashier’s checks, stop payments, cash orders, and shipment coordination.</p><p>• Assist clients with service questions, account concerns, and issue resolution by researching problems and providing clear follow-up.</p><p>• Explain account features, applicable fees, rate information, and usage limitations so customers can make informed decisions.</p><p>• Recommend banking products and services based on each customer’s situation, with a focus on meaningful cross-selling and relationship growth.</p><p>• Complete operational tasks including branch capture, certifications, transaction approvals within assigned authority, and scheduled report reviews.</p><p>• Generate required branch and bank reporting and help ensure daily, weekly, and monthly controls are completed accurately and on time.</p><p>• Provide guidance to teammates developing into Bank Teller roles and remain available to work from different branch locations as business needs require.</p><p>• Follow banking policies, audit standards, and regulatory requirements in all customer and operational activities.</p><p><br></p><p>For immediate consideration, contact Robert Half at 209-232-1991.</p>
<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>
<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>
<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>Management Company Controller | Hedge Fund | San Francisco </strong></p><p> </p><p>Join a <strong>rapidly growing hedge fund</strong> at an exciting stage of expansion. This is a high-visibility opportunity to take ownership of the <strong>management company’s accounting and financial operations,</strong> partnering closely with leadership in a<strong> sophisticated, high-performance environment.</strong></p><p> </p><p>The Controller will have broad ownership across accounting, financial reporting, AP, budgeting, payroll, tax, partner activity, treasury, and internal controls. Ideal for a hands-on accounting leader who enjoys building processes, improving infrastructure, and working closely with senior stakeholders. Competitive compensation, bonus potential, and long-term growth upside.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Own management company accounting, GL, and monthly close</li><li>Oversee financial reporting, journal entries, accruals, prepaids, fixed assets, and reconciliations</li><li>Manage AP, vendor relationships, payment processes, and cash controls</li><li>Lead budgeting, forecasting, and actual vs. budget analysis</li><li>Oversee payroll and employee benefit accounting</li><li>Coordinate management company and partner tax matters with external advisors</li><li>Oversee partner capital activity, allocations, contributions, and withdrawals</li><li>Develop and maintain accounting policies, procedures, and internal controls</li><li>Oversee treasury activities, banking relationships, and cash movements</li><li>Partner with department heads and employees on financial and operational matters</li><li>Drive process improvements and leverage technology to strengthen the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Are you an experienced Senior Accountant seeking career stability and variety? Join Robert Half’s Full-Time Engagement Professionals program for full-time employment, diverse assignments with leading East Bay organizations, and opportunities to expand your expertise and grow professionally.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>· Manage and oversee month-end and year-end close processes.</p><p>· Prepare, analyze, and present financial statements in accordance with GAAP.</p><p>· Support budgeting, forecasting, and variance analysis initiatives.</p><p>· Reconcile complex accounts, consolidate financial data, and maintain the general ledger.</p><p>· Assist with audits, process improvements, and special financial projects.</p><p>· Provide mentorship to entry level accounting staff as needed.</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>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</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 detail-oriented Medical Receptionist to support daily front desk operations for a healthcare facility. This is a contract position suited for someone who can create a welcoming patient experience while managing scheduling and administrative tasks with accuracy. The ideal candidate is comfortable working in a medical office environment, communicating clearly with patients, and handling a high volume of front office responsibilities. Spanish language skills and familiarity with basic medical terminology will be valuable in this role.<br><br>Responsibilities:<br>• Welcome patients upon arrival, assist with the check-in process, and ensure registration details are complete and accurate.<br>• Coordinate appointment scheduling, confirmations, and updates while maintaining an organized daily calendar for providers and staff.<br>• Answer incoming calls, respond to routine front office inquiries, and direct messages to the appropriate clinical or administrative team members.<br>• Manage patient intake documents, verify basic information, and support smooth front desk workflows throughout the day.<br>• Maintain a well-organized reception area and provide courteous service that helps patients feel informed and supported.<br>• Enter and update patient information in office systems with attention to detail and confidentiality.<br>• Assist with general reception and administrative duties that keep the medical office operating efficiently.<br>• Support office processes related to patient flow and scheduling adjustments as needed during busy periods.
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.
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.
<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>Staff Accountant | Real Estate Development | Oakland - Hybrid</strong></p><p> </p><p>Join a <strong>highly respected real estate development firm</strong> behind some of the region's most impactful mixed-use projects. This is an opportunity to work in a <strong>collaborative, entrepreneurial environment</strong> where you'll gain broad exposure across <strong>accounts payable, general ledger accounting, month-end close, and financial reporting</strong> in a complex multi-entity business.</p><p> </p><p>The team is known for its <strong>excellent tenure</strong>, supportive culture, and opportunities to take ownership while building a well-rounded accounting career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Process and code vendor invoices across multiple entities and projects</li><li>Manage the AP process, vendor relationships, and payment activities</li><li>Prepare journal entries, reconciliations, accruals, and intercompany transactions</li><li>Support month-end close, financial reporting, budgeting, and forecasting</li><li>Assist with consolidations, audits, tax requests, and compliance reporting</li><li>Partner with accounting, operations, and project teams to improve processes and maintain strong financial controls</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 Help Desk/Desktop Support Analyst to provide hands-on technical assistance to employees across sites in Winters, California. This Long-term Contract position is ideal for someone who enjoys solving desktop and workstation issues, supporting end users with professionalism, and keeping service requests moving efficiently from intake through resolution. The role offers the opportunity to build experience across hardware, software, device setup, and day-to-day IT operations while working closely with the broader technology team.<br><br>Responsibilities:<br>• Serve as the first point of contact for incoming technical support requests and deliver timely assistance for computer and workstation issues.<br>• Record, track, and update service desk tickets with clear notes, resolution details, and status changes until completion.<br>• Escalate more complex incidents to senior IT staff when appropriate while contributing support on advanced cases to expand technical knowledge.<br>• Install, configure, and maintain desktops, laptops, handheld devices, and Windows-based operating systems for end users.<br>• Transfer user files and settings securely from existing equipment to replacement devices during refreshes and deployments.<br>• Communicate directly with employees to explain solutions, provide updates, and confirm that issues have been resolved satisfactorily.<br>• Support assigned IT initiatives and travel to multiple facilities or plant locations as needed to complete onsite work.<br>• Perform routine equipment and infrastructure upkeep, including inspecting and replacing filters or components associated with designated network or computer hardware.<br>• Troubleshoot hardware and software problems independently, verify completed work for accuracy, and assist with additional technology-related duties as assigned.
<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>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-2 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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>Senior Tax Accountant | Family Office | Palo Alto; 2x week | Base + Bonus + Profit Sharing + Fully Paid Benefits!</strong></p><p> </p><p>Join a <strong>highly respected Bay Area investment firm</strong> with a sophisticated family office supporting its venture platform and affiliated families. This is a great opportunity to join a <strong>stable, collaborative finance team</strong> with strong tenure while gaining exposure to complex <strong>HNW and investment-related tax matters</strong>.</p><p> </p><p>The role offers <strong>strong work-life balance, profit sharing, fully paid benefits</strong>, and the opportunity to work closely with an experienced leadership team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare tax returns for <strong>HNW individuals, partnerships, and fiduciary entities</strong></li><li>Prepare quarterly tax estimates and annual extensions</li><li>Support complex individual returns, including <strong>investment-related K-1s</strong></li><li>Research tax issues and assist with technical questions</li><li>Respond to tax notices and support resolution</li><li>Assist with tax planning and special projects</li><li>Handle highly <strong>confidential financial information</strong> with discretion</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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 an experienced Accounting Manager/Supervisor to join a well-established manufacturing business in the Davis/Woodland, CA area. This role will guide core accounting operations, support accurate financial reporting, and help maintain strong internal controls across the organization. The position is well suited for an accounting specialist with strong attention to detail who can partner effectively with finance and operational teams in a fast-paced environment.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Direct the monthly, quarterly, and year-end close cycle, ensuring entries, reconciliations, and financial reports are completed accurately and on schedule.</p><p>• Evaluate balance sheet activity, resolve unusual variances, and provide clear insight into financial performance and reporting outcomes.</p><p>• Maintain compliance with accounting standards and company control procedures to support reliable and consistent financial records.</p><p>• Partner with cost and operations teams to monitor inventory accounting, validate valuations, and review production-related cost fluctuations.</p><p>• Oversee day-to-day accounting functions such as general ledger activity, payroll-related accounting, and banking administration.</p><p>• Prepare for external audits and coordinate required schedules, documentation, and supporting materials for auditors and tax advisors.</p><p>• Work closely with accounts payable and accounts receivable staff to promote timely processing and accurate transaction recording.</p><p>• Recommend and implement improvements that strengthen accounting workflows, reporting quality, and overall system effectiveness.</p><p>• Assist leadership with budgeting, forecasting, and financial analysis while providing backup support as needed.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p><strong>Looking for more than just another accounting job?</strong></p><p>If you’re a Property or GL Accountant who values <strong>stability, work-life balance, and being part of a close-knit team</strong>, this could be a great next step.</p><p>This growing real estate investment, development, and management company has built its accounting team from <strong>2 to 12 employees in just six years</strong>. Despite that growth, the culture remains personal, collaborative, and family-oriented. Employees have <strong>direct access to the owner</strong>, giving you the opportunity to have your work seen, make an impact, and work closely with leadership.</p><p>And perhaps best of all: <strong>this is a true 9-to-5 environment.</strong> You can build a career without sacrificing your life outside of work.</p><p><br></p><p><strong>About the Opportunity</strong></p><p>The Property Accountant will play an important role in supporting the accounting and financial operations of the company's real estate portfolio. This is an excellent opportunity for someone who enjoys a hands-on accounting role and wants to work closely with property managers and other stakeholders outside of the accounting team.</p>
<p>Jeff Abrams with Robert Half is in search for a Management Accountant. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee general ledger activity and manage all close cycles (monthly, quarterly, and annual) for the management entity</li><li>Review and prepare accounting entries, reconciliations, and related documentation to support financial accuracy</li><li>Ensure proper allocation of expenses across entities, investment vehicles, and cost structures in alignment with governing agreements</li><li>Maintain and improve accounting processes, policies, and internal control frameworks</li><li>Act as the main liaison for the external accounting service provider</li><li>Review invoice processing, account coding, and payment runs handled by the external provider</li><li>Monitor timeliness, accuracy, and compliance with established approval processes</li><li>Conduct periodic vendor reviews and address discrepancies or irregularities</li><li>Assess service performance and recommend process improvements for outsourced functions</li><li>Compile quarterly financial reporting packages and supporting analysis</li><li>Assist with budgeting, forecasting, and variance reviews related to operating expenses</li><li>Deliver financial insights and analysis to leadership to support decision-making</li><li>Collaborate on system enhancements and reporting improvements</li><li>Contribute to cross-functional efforts and ad hoc projects as the organization grows</li></ul><p><br></p>
<p>One of the fastest growing investment managers across the country is seeking a Controller with extensive Hedge Fund experience. The firm has broken records with its capital raising successes and this is an optimal time to board the rocket ship. Join a world-class team of industry leaders, network with the who's who in this space, and make your mark on the operations of this firm. This is a rare opportunity to join a lean, entrepreneurial team and help build institutional-grade finance infrastructure within a sophisticated investment platform.</p><p><br></p><p>What You'll Do</p><ul><li>Serve as the primary internal owner of fund accounting and financial reporting.</li><li>Oversee NAV calculations, investor allocations, capital activity, management and incentive fees, and partnership accounting.</li><li>Manage relationships with third-party fund administrators, auditors, and tax providers.</li><li>Support accounting and reporting for complex investment strategies, including long/short positions, derivatives, synthetic exposures, and options.</li><li>Coordinate audits, tax reporting, and regulatory deliverables.</li><li>Drive process improvements, automation initiatives, and scalable reporting solutions.</li><li>Partner closely with senior leadership on fund operations, strategic initiatives, and infrastructure development.</li></ul><p>Why Join?</p><ul><li>Join one of the industry's fastest-growing investment platforms.</li><li>Highly visible role with direct exposure to senior leadership.</li><li>Opportunity to build and improve processes in a technology-forward environment.</li><li>Highly competitive compensation, very generous bonus potential, and significant long-term growth opportunity.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>