<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p><strong>Collections Specialist (Contract) – Brisbane, CA</strong></p><p><strong>Position Type:</strong> Contract, with potential to convert to full-time</p><p><br></p><p><strong>Hiring Through:</strong> Robert Half, Finance & Accounting Contract Talent Division</p><p><br></p><p><strong>Company Overview:</strong></p><p>Join a well-established service company in Brisbane, CA, known for exceptional client service and operational reliability. We are seeking a detail-oriented Collections Specialist to support the finance department and help maximize company cash flow by managing accounts receivable and collections activities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Contact customers via phone, email, and written correspondence to collect outstanding payments and resolve billing discrepancies.</li><li>Monitor and manage assigned accounts, analyze aging reports, and track collection efforts.</li><li>Work closely with the billing department to resolve invoicing issues and ensure accuracy of accounts.</li><li>Negotiate payment arrangements and follow up on promises to pay.</li><li>Document all collection activity and maintain up-to-date customer account records.</li><li>Escalate complex and delinquent accounts to management as appropriate.</li><li>Provide regular reports on collection progress and account status.</li><li>Support month-end closing activities related to accounts receivable.</li></ul>
<p>Robert Half Legal is recruiting an Associate Attorney for a civil litigation defense law firm in San Francisco (option to work remotely or hybrid in-office). This is a leading local firm in public entity and municipality representation and their practice defends a variety of matters, including catastrophic PI, premises liability, civil rights, and employment claims. Plenty of opportunity to get direct advocacy experience by arguing motions in court, taking/defending depositions, and trial preparation.</p><p><br></p><p>Qualifications for the Associate Attorney position:</p><p>• 1-10+ years of civil litigation practice;</p><p>• Insurance defense and/or public entity law experience is preferred; and</p><p>• Active and in good standing with the State Bar of California.</p><p><br></p><p>This is a partnership-track position and the Firm offers lots of mentorship to develop its litigation team and assist them with business development. Our client is offering a starting base salary range of $125,000 to 190,000+/yr., DOE, generous automatic bonuses for exceeding annual billable hour target as well as a discretionary year-end bonus [has been paid every year for over a decade], and comprehensive employment benefits package (incl. 100% firm-paid medical, dental, vision insurance, 401k Plan with 3% firm contribution, commuter costs reimbursement [free office parking, rideshare reimbursement, REMOTE OK], etc.).</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>Robert Half is recruiting an Associate Attorney to prosecute products liability cases on behalf of our national plaintiffs' personal injury practice with an office in the East Bay. Our client law firm has grown steadily over the past decade due to effective marketing and referrals.</p><p><br></p><p>Trial experience (as 1st or 2nd chair) is a big plus, but the client at minimum needs litigators who have conducted depositions. Strong research and writing skills are a must. Spanish language fluency is also a huge assist, but not required. This position is partnership track. The soft skills needed are self-starter, soft touch, organized, and prepared. There is travel for appearances and meeting clients, even out-of-state.</p><p><br></p><p>Base salary goes from $120,000+/yr. for 2nd yr with junior case management experience to $225,000+/yr for good 1st chair experience. Annual bonus can be $10,000 - 75,000+, depending on quality and volume of case work. Benefits include 401k w/ 3% match, phenomenal health insurance - the firm pays 100% of employee plus family in addition to putting in enough $ into an HSA to cover the year's deductible! They also provide a laptop/cell phone/paid parking.</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>Robert Half is recruiting Sr. Associate Attorney for boutique civil litigation defense law firm in So. San Francisco (hybrid commute). Our premier trial law practice client needs to hire a trial attorney (or at least good trial preparation experience) with 3-10+ years of practice, ideally in insurance defense, to manage busy case load and represent business clients and insureds. A mastery of and passion for trial advocacy, or at least good trial prep experience (drafting motions in limine and preparing for cross-examinations) are required. Effective legal research and writing and deposition experience are also key qualifications.</p><p> </p><p>This is a partnership-track opportunity at a well-established defense firm in the SF Bay. This Senior Litigator gets ample exposure to and experience in direct advocacy, arguing dispositive motions in courtroom proceedings, taking and defending depos, managing the full scope of discovery, interviewing and retaining expert witnesses, negotiating settlements, and preparing for and attending trial, arbitration, and mediations.</p><p> </p><p>Our client is offering an annual base salary of $150,000-200,000+/yr., depending on experience, discretionary annual bonus, and employment benefits (incl. full coverage medical, dental, and vision insurance plans, HRA stipend, profit sharing contributions to 401k plan, free parking, and other perks). For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Manager of Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Job Description: Collections Specialist</strong></p><p>The Collections Specialist is responsible for managing and resolving overdue accounts to maintain an organization’s financial health. This role involves contacting clients to secure payments, negotiating payment plans, and ensuring timely resolution of outstanding balances while maintaining positive customer relationships. The Collections Specialist collaborates with internal teams to address billing discrepancies and provide excellent customer service, helping to maximize cash flow and reduce bad debt.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Contact Clients</strong>: Proactively reach out to clients to communicate regarding outstanding balances or past-due invoices.</li><li><strong>Maintain Records</strong>: Accurately document all customer interactions and payment activities to ensure records are up to date.</li><li><strong>Negotiate Payment Plans</strong>: Work with customers to develop feasible payment plans to resolve outstanding debts while adhering to organizational policies.</li><li><strong>Resolve Disputes</strong>: Research and resolve billing discrepancies or disputes, ensuring customer satisfaction and the timely collection of payments.</li><li><strong>Monitor Accounts</strong>: Track overdue accounts, prioritize collection efforts, and recommend actions to resolve unpaid balances.</li><li><strong>Provide Reporting</strong>: Prepare and present regular collection activity and aging reports to management to showcase progress and identify trends.</li><li><strong>Ensure Compliance</strong>: Adhere to debt collection regulations and company policies regarding customer communication and collection practices.</li><li><strong>Collaborate with Teams</strong>: Coordinate with the accounting or billing teams to clarify payment applications or disputes.</li><li><strong>Assess Credit Worthiness</strong>: Assist in analyzing customer payment trends and credit histories to minimize future payment risks.</li><li><strong>Maintain Customer Relationships</strong>: Handle payment challenges professionally, aiming to maintain positive client relationships while ensuring timely debt resolution.</li></ol>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
We are looking for a skilled Associate Attorney to join our team in Santa Rosa, California. This role requires a detail-oriented individual with a strong background in civil litigation and at least four years of relevant experience, particularly in commercial litigation. Familiarity with employment law is highly desirable, as well as a demonstrated ability to manage case reviews, draft pleadings, and handle law and motion matters effectively.<br><br>Responsibilities:<br>• Conduct thorough case reviews and analyze applicable laws to provide strategic legal counsel.<br>• Draft and prepare pleadings, motions, and other legal documents with precision and attention to detail.<br>• Represent clients in court proceedings, including arguing law and motion matters.<br>• Develop and execute discovery strategies, including preparing and responding to written discovery requests.<br>• Collaborate closely with team members to ensure seamless case management and effective representation.<br>• Maintain compliance with billable hour requirements, achieving a minimum of 1,650 hours annually.<br>• Provide guidance on employment law matters as applicable to client cases.<br>• Utilize case management and document management software to organize and track case progress.<br>• Research and summarize legal matters to support case strategy and client advisement.
<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p> </p><p><strong>Overview</strong></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p><br></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
<p>Robert Half is working with a reputable kitchenware distributing company in Burlingame. They distribute Wolf, Sub-Zero, and Cove appliances through Northern California. They are looking for a customer service oriented and personable Receptionist to assist with a 1 month coverage. The ideal candidate will deliver exceptional customer service while efficiently managing front desk operations and administrative tasks. This position requires excellent communication skills, reliability, and a proactive approach to maintaining a welcoming and organized workspace.</p><p><br></p><p>Please find the details below and if interested, apply now! Do not wait! We are looking to potentially start someone tomorrow.</p><p><br></p><p><strong><em>Providing the highest level of concierge style customer service to all clients and guests</em></strong></p><ul><li>Answering daily phone calls and routing to specific individuals within the company</li><li>Being an effective communicator who speaks clearly and is personable and welcoming when answering incoming calls</li><li>Providing excellent customer service to all</li><li>Maintaining a friendly and outgoing demeanor</li><li>Setting the example for others by being reliable and maintaining a clean and professional workspace</li><li>Being able to put people at ease when they are on the phone or speaking one-on-one with other staff members or customers</li><li>Receiving and sorting incoming mail and delivering to each department. Outgoing mail: Coordinate pick-up and delivery of express packages (FedEx, UPS, and others) </li><li>Maintaining and managing inventory of office supplies as needed.</li><li>Updating and maintaining reception procedures, inventory list, reception area, kitchen, and conference rooms</li><li>Following office workflow procedures to ensure maximum efficiency</li></ul><p><br></p>
<p>Join Robert Half’s FTEP program as an Entry-Level Accountant to gain hands-on experience across diverse client projects, build in-demand skills, and grow your network—while enjoying the stability and benefits of full-time employment. Apply today.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><p>· Assist with general ledger entries and account reconciliations</p><p>· Support month-end and year-end close processes</p><p>· Help prepare financial statements and reports</p><p>· Perform data entry and maintain accurate financial records</p><p>· Contribute to special projects across multiple industries</p><p><strong>Why Join Us?</strong></p><p>· Be part of an innovative and respected organization</p><p>· Build a strong foundation for your accounting career</p><p>· Gain exposure to different systems, teams, and industries</p>
<p>Robert Half is recruiting Litigation Attorneys with at least 2 years of civil litigation experience for its growing defense law firm client in Contra Costa County (hybrid telecommute OK). Insurance defense experience is preferred (including preparing status reports), construction defect litigation is a plus, but good law & motion advocacy and discovery experience are the core requirements. This is a good opportunity for a lawyer eager to take on more depositions (all virtual), court appearances, on-site inspections, and trial preparation. Partnership-track position.</p><p><br></p><p>Depending on years of experience, base salary ranges from $100,000 to 150,000/yr, plus ample annual bonus potential (up to $10,000+). Employment benefits package includes health insurance (Kaiser HMO and Anthem plans), 401k Plan with 4% firm match after 90 days of service, and unlimited PTO. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>Robert Half Legal is recruiting a Labor & Employment Associate for the Marin County office of its large statewide law firm client. The ideal candidate will have 2-10+ years of practice in L& E and/or commercial litigation. Qualifications include excellent writing and oral advocacy skills, diverse discovery and law & motion experience, and optimally some deposition and trial advocacy. This is definitely a partnership-track opportunity, so career-minded litigators who are looking to join a firm that has a good program for business and career development and a genuine interest in developing partners are encouraged to apply.</p><p><br></p><p>The target salary is $135,000 - 200,000+/yr, DOE, plus sizeable monthly productivity bonuses and a discretionary annual bonus (ranging from $7,000 to $20,000+). Comprehensive benefits, including the firm’s profit-sharing contributions to the retirement plan, are a part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>Join Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Entry-Level Accountant and gain hands-on experience across diverse client projects, develop valuable skills, and grow your professional network—all with the stability and benefits of full-time employment. Apply now to start building your accounting career with our team.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Valuations Analyst | Venture Capital| San Francisco | Hybrid</strong></p><p> </p><p>Our client is a leading venture capital firm known for partnering with high-growth companies and driving innovation across their portfolio. The firm values analytical rigor, collaboration, and a high-performance culture.</p><p> </p><p>Join a fast-paced, supportive team where your work directly impacts investment decisions and fund operations. The Senior Valuation Analyst role offers exposure to fund leadership, cutting-edge investment strategies, and opportunities to grow professionally while contributing to operational excellence.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and document quarterly valuations for portfolio companies</li><li>Review valuation assumptions, market inputs, and provide reports to auditors and leadership</li><li>Support quarterly closes, financial statements, and partners’ statements</li><li>Manage capital calls, distributions, management fees, and cash forecasting</li><li>Mentor fund accountants and coordinate with auditors and LPs</li><li>Assist with tax schedules, investor communications, and due diligence requests</li><li>Maintain valuation models, NAV packages, and financial documentation</li><li>Support compliance, audits, and operational projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant for a full-time role offering hands-on experience with diverse clients, opportunities to build core accounting skills, contribute to impactful projects, expand your professional network, and enjoy the stability of permanent employment.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located on LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Support Accounts Payable and Receivable</li><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
<p>Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant for a full-time role offering hands-on experience with diverse clients, opportunities to build core accounting skills, contribute to impactful projects, expand your professional network, and enjoy the stability of permanent employment.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
<p>Robert Half is recruiting TWO Labor & Employment Attorney (Associate or Of Counsel level) for the Marin County office (hybrid telecommute OK) of its large statewide law firm client. The ideal candidates will have 2-20+ years of practice in employment litigation, ideally but not necessarily involving municipality and public sector entities. Qualifications include excellent writing and oral advocacy skills, good discovery (including conducting depositions) and law & motion experience, and optimally some work doing oral arguments in adversarial hearings (e.g., ALJ for PERB, DFEH, DOL; state and Federal trial courts; arbitration). </p><p><br></p><p>These are litigation and advice & counsel positions. And, they are definitely partnership-track opportunities, so career-minded litigators with strong work ethic are encouraged to apply.</p><p><br></p><p>The target base salary is $125,000 - 225,000+/yr, DOE, plus bonuses ranging from $10,000 to $30,000+, depending on amount of hours billed. Comprehensive benefits, including the firm’s profit-sharing contributions to the retirement plan, are a part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Are you currently in public accounting and ready for something more engaging and deal-driven? </strong>This is an opportunity to step into M& A and financial due diligence, where your work directly supports investment decisions and live transactions. A growing advisory firm in San Francisco is looking for a Senior Associate who wants to move beyond routine audit work and into a faster-paced, analytical role. <strong>If you have your CPA and want to learn more, message Jennifer Fukumae on LinkedIn. </strong></p><p><br></p><p><strong>What You’ll Be Doing</strong></p><ul><li>Analyze financials of companies being acquired, including quality of earnings, working capital, and cash flow</li><li>Build and improve financial models (M& A training provided if needed)</li><li>Prepare clear, client-ready reports and presentations</li><li>Partner with senior team members and clients throughout active deals</li><li>Gain exposure to the full M& A process, from diligence through close</li></ul><p><br></p>
<p>Robert Half is recruiting Associate Attorney for a top-regarded, mid-sized personal injury law firm with a beautiful office in the East Bay. The firm is well-regarded for its commitment to its deserving clientele and the achievement of excellent results (verdicts and settlements) for them and their families.</p><p><br></p><p>The following are the qualifications for the Associate opportunity:</p><p>• 2+ years of civil litigation experience, preferably in a personal injury or products liability practice;</p><p>• Good range of case management experience, including intake, preparation of complaints, discovery, some taking and defending depositions (preferred, but not required), law and motion, drafting / opposing dispositive motions (e.g., MSJs/MSAs), and ideally trial preparation, mediation, and settlement negotiation experience;</p><p>• Plaintiff-side experience is preferred, but associates with defense experience are encouraged to apply if they have a proven interest in prosecuting injured workers’ / consumers’ rights;</p><p>• Persuasive legal writing and advocacy skills;</p><p>• Spanish language fluency is a big plus;</p><p>• Willing and able to travel often to meet clients, attend depositions, and make court appearances; and</p><p>• Active and in good standing with the State Bar of California.</p><p><br></p><p>Make no mistake! This is a unique opportunity with a firm that has an excellent reputation and offers an unparalleled benefits package (including 100% paid for medical / dental / vision / Life / disability insurance coverage & Firm pays an additional 25% of annual total comp into a retirement pension plan). Our client is offering a base salary of $135,000 – 225,000+/yr., DOE, and bonus compensation. Again, the firm’s employment benefits are unbeatable! </p><p><br></p><p>For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Lead Planner</strong></p><p><em>Client‑Centered | Relationship‑Driven | Impact‑Focused</em></p><p>Are you passionate about guiding individuals and families through meaningful financial decisions? Join a values‑driven wealth advisory firm committed to simplifying the complex, earning trust, and delivering exceptional service with care and clarity.</p><p><br></p><p>We’re seeking an experienced <strong>Lead Planner </strong>to lead client relationships, provide holistic financial guidance, and mentor Associate Wealth Architects. This role is ideal for a experienced advisor who thrives on making a genuine impact while contributing to a collaborative, mission‑aligned team.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the primary advisor for a portfolio of client relationships</li><li>Deepen client trust through ongoing communication, planning updates, and proactive guidance</li><li>Lead the completion and review of financial planning materials, including balance sheets, strategic plans, financial plans, cash‑flow analyses, estate and account maps, and investment reporting</li><li>Deliver comprehensive financial advice across investment management, tax and estate considerations, risk management, liabilities, family planning needs, and long‑term wealth strategies</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Advisors who genuinely care about clients and deliver advice with empathy</li><li>Professionals who value teamwork, accountability, and integrity</li><li>Leaders who enjoy mentoring others and elevating team performance</li><li>Individuals who embrace continuous improvement and personal growth</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Administrative Assistant – Job Description</strong></p><p>The Administrative Assistant provides day-to-day office support by managing communications, scheduling, preparing documents, and maintaining organized records to ensure smooth business operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer phones, emails, and greet visitors</li><li>Schedule meetings and manage calendars</li><li>Prepare documents, reports, and correspondence</li><li>Assist staff with general administrative tasks</li></ul>
<p><strong>Administrative Assistant – Job Description</strong></p><p>The Administrative Assistant provides day-to-day office support by managing communications, scheduling, preparing documents, and maintaining organized records to ensure smooth business operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer phones, emails, and greet visitors</li><li>Schedule meetings and manage calendars</li><li>Prepare documents, reports, and correspondence</li><li>Maintain filing systems and office supplies</li></ul><p><br></p>
