<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a <strong>Financial Planner</strong> to deepen client relationships and deliver comprehensive wealth management solutions. This role combines technical expertise, leadership, and exceptional client service. You will work closely with senior advisors, guide team members, and ensure clients receive personalized, high-quality strategies aligned with their goals.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><br></p><ul><li><strong>Build and maintain lasting client relationships</strong> through trust and proactive engagement.</li><li><strong>Review and finalize financial plans</strong>, including balance sheets, strategic roadmaps, estate maps, and cash flow analyses.</li><li><strong>Deliver objective, holistic advice</strong> across investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li><strong>Lead client meetings</strong>—prepare thoroughly, present confidently, and ensure timely execution of follow-up actions.</li><li><strong>Collaborate with internal teams and external partners</strong> (CPAs, attorneys) to provide integrated planning solutions.</li><li><strong>Mentor and supervise associate planners</strong>, fostering their growth and professional development.</li><li><strong>Oversee financial modeling, investment policy reviews, and portfolio rebalancing</strong> to maintain alignment with client objectives.</li><li><strong>Ensure compliance</strong> with fiduciary standards and firm policies while maintaining accurate client records.</li><li><strong>Contribute to strategic committees</strong> and support business development initiatives to drive growth.</li></ul>
<p>We are looking for a dedicated Workplace Coordinator to join our team in San Francisco, California. This long-term contract position requires a highly organized individual with strong interpersonal and administrative skills to ensure smooth office operations. The ideal candidate will excel in multitasking, provide exceptional customer service, and maintain a detail-oriented and welcoming environment for staff and visitors.</p><p><br></p><p>Responsibilities:</p><p>• Welcome visitors warmly and direct them to the appropriate personnel or office.</p><p>• Maintain the cleanliness and organization of the reception and kitchen areas.</p><p>• Answer basic customer inquiries and address visitor needs promptly.</p><p>• Monitor and update logbooks while managing inventory of office supplies.</p><p>• Create signage and organize daily driver reports for operational efficiency.</p><p>• Assist with payroll preprocessing and audit employee meal breaks for compliance.</p><p>• Distribute paychecks and stubs in a timely manner.</p><p>• Perform clerical tasks such as filing, photocopying, scanning, and faxing.</p><p>• Ensure punctuality and maintain reliable attendance to support daily office functions.</p><p>• Handle additional responsibilities as assigned to meet business needs.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Kaylen Dalmacio at kaylen.dalmacio - at - roberthalf - .com with your word resume and reference job ID#00410-0013354728 **</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Tax Planner </strong>at a <strong>Nationally recognized Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base.</p><p> </p><p>The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We have an exciting opportunity for a Cost Accountant & Financial Analyst with well-respected manufacturing company. </p><p>Reach out to Robyn Rosemon for more information 707.387.0299</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Enhance profitability through the proficient management of business analytics, focusing on sales, volumes, and margins drawn from internal financial reports.</p><p>• Monitor and manage cost variations due to factors such as inflation and raw material cost increases.</p><p>• Maintain an accurate sales database and monitor contract progress.</p><p>• Conduct a detailed analysis of the gross margin per invoice to ascertain profitability per customer and product.</p><p>• Assist in implementing and maintaining costing data within the ERP for precise analysis.</p><p>• Provide support to the Sales Team in preparing for customer visits, participating in profitability aspects, and occasionally in negotiation aspects.</p><p>• Improve tools to better assess standard cost and final inventory valuation.</p><p>• Collaborate with the Customer Service, Supply Chain, and Finance Team for aged stock reviews and preparation.</p><p>• Maintain and develop the costing system, documentation, and inventory records.</p><p>• Examine changes in COGS provided by order entry to determine the impact on product costs.</p><p>• Analyze manufacturing costs and compare them to standard costs for actual product cost evaluation.</p><p>• Conduct physical inventories and monitor monthly cycle counts.</p><p>• Manage financial activities including financial planning and reporting, budgeting, policies, and accounting best practices.</p><p>• Oversee the preparation of contract negotiations and gather reliable data, mainly related to profit.</p><p><br></p><p><br></p>
<p>National immigration law firm has an immediate opening for an entry level Legal Assistant! This Legal Assistant will perform challenging, substantive legal work with a focus on preparing immigration applications. The firm provides comprehensive training and support to ensure your success, including ongoing workshops, legal practice meetings, and a client service team structure that facilitates mentoring from senior professionals. This is a great opportunity for individuals looking to build a rewarding career in immigration law and the legal field. This Legal Assistant must be able to work on-site full-time in San Jose, CA. The ideal candidate will be a recent college graduate or have 1-2+ years of experience working in an administrative capacity.</p><p><br></p><p><u>Responsibilities:</u></p><p><br></p><ul><li>Organize and maintain legal documents detailing eligibility for visa classification.</li><li>Handle clerical tasks such as copying, printing, and scanning documents.</li><li>Create electronic and physical client files for efficient case management.</li><li>Track and monitor the status of immigration cases, ensuring timely updates.</li><li>Circulate incoming mail according to specified procedures.</li><li>Learn to analyze case documents and prepare immigration applications for filing.</li><li>Draft specialized support letters detailing eligibility for visa classification and other immigration benefits.</li><li>Interface with corporate representatives and foreign nationals.</li><li>Participate in legal practice meetings and alerts for updates on current events, advanced topics, and client relationship building skills.</li><li>Projects as assigned.</li></ul><p><br></p>
<p>Reputable personal injury firm is seeking an experienced and compassionate Case Manager to join their team. This position is ideal for someone with a strong background in personal injury law who thrives in a fast-paced environment and is committed to delivering exceptional client service. As a key member of our legal team, you will play a vital role in managing cases, communicating with clients, and supporting attorneys to ensure successful outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Conduct initial interviews with prospective clients to gather relevant case information.</p><p>• Request, review, and organize medical records related to client cases.</p><p>• Maintain consistent communication with insurance companies, medical providers, and clients to provide updates and address inquiries.</p><p>• Draft and send correspondence letters to clients, insurance companies, and healthcare providers.</p><p>• Collaborate closely with attorneys to review case status and develop strategies.</p><p>• Perform investigative tasks related to claims and pre-litigation case work.</p><p>• Manage administrative duties such as faxing, filing, and copying to support case management.</p><p>• Oversee and prioritize a substantial caseload while ensuring accuracy and timeliness.</p><p>• Assist staff and team members with various tasks, ensuring seamless workflow and collaboration.</p><p>• Utilize software tools, including Microsoft Word and Excel, to maintain organized records and documentation.</p>
<p>Robert Half Administrative and Customer Support is seeking a receptionist with a strong sense of ownership and attention to detail. In this Receptionist role you will be responsible for answering phones, acting as the company liaison, and interacting professionally with customers. This is a great opportunity for those looking for a dynamic team environment, offering a great workspace/office, excellent benefits and great career advancement and opportunity. This is a long-term temporary-to-fulltime position located in San Jose, California.</p>
<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>Walnut Creek client is looking for a contract to permanent Sr. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Sr. Administrative Assistant duties Include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today!</p>
<p>We are seeking a detail-oriented, experienced Probate Paralegal to join our team! The role of the Probate Paralegal will support attorneys and legal staff in all aspects of probate and estate administration and have the chance to grow their probate skills with a supportive team. This role requires on-site work in Los Altos, CA with a full-time schedule. The ideal candidate will have 2+ years of experience supporting probate attorneys!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Draft, review, and file probate court documents (petitions, inventories, accountings, and more)</li><li>Prepare and file documents related to estate administration, guardianships, and conservatorships</li><li>Manage deadlines and monitor case flow in accordance with court timelines</li><li>Coordinate with clients, beneficiaries, financial institutions, and courts on probate matters</li><li>Maintain and organize case files and client records</li><li>Conduct legal research relevant to probate, trust, and estate law</li><li>Assist attorneys with the preparation of correspondence and reports</li><li>Monitor estate assets, debts, and distributions</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal professional who wants to further their career in a collaborative, client-focused environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents.</li><li>Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas.</li><li>Represent clients in probate and trust administration proceedings.</li><li>Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies.</li><li>Stay current on developments in estate and tax law to ensure best practices and client service.</li><li>Participate in firm business development and client relationship management efforts as needed.</li></ul><p><br></p>
<p><strong>Want to know more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s explore whether this opportunity aligns with your next career move.</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Accounting/Tax Manager</strong> to support a sophisticated family office environment. This role oversees comprehensive accounting, reporting, investment, compliance, and tax activities across multiple entities. The ideal candidate brings strong technical expertise, leadership capability, and a commitment to delivering high‑touch service to complex client relationships. You will play a key role in operational excellence, working closely with internal and external professionals while supporting multi‑entity financial stewardship.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><strong>Client & Advisory Support</strong></p><ul><li>Coordinate across tax, estate, trust, insurance, and investment disciplines to deliver integrated solutions.</li><li>Prepare clear, accurate reporting packages tailored to client needs.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Supervise, train, and mentor accounting and administrative staff.</li><li>Manage outsourced providers and maintain a strong client‑service focus.</li></ul><p><strong>Accounting & Reporting</strong></p><ul><li>Oversee accounting for individuals, trusts, partnerships, LLCs, and pooled investment vehicles.</li><li>Manage monthly, quarterly, and annual close cycles.</li><li>Prepare and review financial statements, including cash flow and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, and supporting documentation.</li><li>Strengthen financial systems, controls, and reporting processes.</li></ul><p><strong>Planning & Analysis</strong></p><ul><li>Lead budgeting, forecasting, and financial planning across entities.</li><li>Analyze financial and cash‑flow results and provide actionable insights.</li><li>Develop liquidity strategies aligned with broader objectives.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with SEC, RIA, and federal/state/local requirements.</li><li>Oversee tax filings, payments, 1099 reporting, and coordination with third‑party preparers.</li><li>Maintain tax basis documentation and support audit readiness.</li><li>Identify and mitigate financial, operational, and investment‑related risks.</li><li>Support KYC/AML processes and maintain required documentation.</li></ul><p><strong>Investment Administration</strong></p><ul><li>Oversee administrative functions for pooled investment vehicles.</li><li>Coordinate with external administrators and support investment‑related reporting.</li></ul><p><strong>Additional Duties</strong></p><ul><li>Participate in special projects that enhance departmental operations.</li><li>Maintain strict confidentiality while handling sensitive financial information.</li></ul>
<p><strong>Jennifer Fukumae</strong> is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a <strong>Tax Accountant / Senior Tax Accountant</strong> (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice.</p><p><br></p><p><strong>Tax Accountant </strong></p><p><em>Onsite – San Jose</em></p><p><em>$80,000 – $100,000 base + bonus</em></p><p> </p><p><strong>About the Opportunity</strong></p><p>The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the <strong>tax side of the practice</strong>, working closely with the wealth management team to provide high-level tax advisory services to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual, business, and partnership tax returns.</li><li>Partner with wealth management colleagues to provide integrated tax planning and advisory support.</li><li>Collaborate with leadership to help expand the firm’s growing tax practice.</li><li>Deliver excellent client service with clear, proactive communication.</li></ul>
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm to hire an Assistant Controller.</strong> This is an excellent opportunity to join a growing, sophisticated organization that works closely with high-net-worth clients—including senior executives, entrepreneurs, and multi-generational families. The firm operates with a high level of professionalism, precision, and client service. The Assistant Controller will work directly with the Controller and leadership team, gaining exposure to complex accounting, reporting, and operational finance within a boutique wealth management environment. This role offers both hands-on responsibilities and room to grow into broader ownership over the finance function.</p><p> </p><p><strong>Position Overview</strong></p><p>The Assistant Controller will support all aspects of corporate accounting, financial reporting, and internal controls. This individual will also partner cross-functionally with operations and client service teams to ensure accurate, timely, and scalable financial processes. The role is ideal for someone who is analytical, detail-oriented, and eager to expand their expertise in a dynamic, small-team setting.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support the month-end and quarter-end close process, including journal entries, reconciliations, and financial statement preparation</li><li>Maintain general ledger accuracy and ensure compliance with accounting standards</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Prepare reporting packages for internal leadership and external partners</li><li>Support regulatory filings, audits, and tax-related information requests</li><li>Strengthen internal controls and refine accounting processes as the firm scales</li><li>Partner with operations to ensure accurate fee billing, revenue recognition, and cash management</li><li>Assist with special projects such as system enhancements, workflow automation, and policy development</li></ul><p><br></p>
<p>We are looking for a detail-oriented Credit Specialist to join our client in Concord, California. In this Contract-to-Permanent position, you will oversee essential credit and collections activities, ensuring compliance with company policies and maintaining strong relationships with both internal teams and external partners. This role will provide the opportunity to work closely with branch managers, manage receivables, and maintain customer portfolios.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Monitor and track all accounts receivable to ensure timely payments.</p><p>• Evaluate and approve new customer accounts in collaboration with branch managers.</p><p>• Address and resolve issues with delinquent accounts across multiple branch locations.</p><p>• Maintain accurate and up-to-date customer portfolio information.</p><p>• Process customer refunds in compliance with company policies.</p><p>• Write off bad debts and service charges with approval from management.</p><p>• Send regular account statements to customers as part of the collection process.</p><p>• Prepare and file preliens when necessary to secure payments.</p><p>• Review and analyze aging reports to identify and address outstanding balances.</p><p><br></p><p><br></p>
<p>We are looking for a skilled Tax Manager to join our team in Santa Rosa, California. This position offers an excellent opportunity for career growth and leadership development within our tax department. The ideal candidate will possess a strong background in tax preparation, compliance, and consulting, coupled with exceptional communication and mentorship abilities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review comprehensive tax returns for individuals, businesses, non-profits, trusts, and estates.</p><p>• Build and maintain strong client relationships while delivering outstanding tax-related services.</p><p>• Provide clients with strategic tax planning and consulting advice on estate matters, business strategies, and compliance issues.</p><p>• Analyze and resolve complex tax challenges, offering innovative solutions.</p><p>• Manage client expectations effectively to ensure satisfaction and trust.</p><p>• Utilize advanced computer skills and maintain proficiency in relevant tax software.</p><p>• Identify opportunities to expand service offerings and grow client portfolios.</p><p>• Develop new client relationships through effective networking and referrals.</p><p>• Stay informed on current tax regulations and industry standards through ongoing education and training.</p>
We are looking for a skilled Site Engineer to join our team in Santa Clara, California. This position focuses on supporting business energy services programs and involves working closely with major customer accounts. As part of this long-term contract role, you will contribute to energy efficiency initiatives through audits, inspections, and project management while engaging with customers and the community.<br><br>Responsibilities:<br>• Evaluate and validate the technical aspects of energy efficiency applications, including energy savings calculations and equipment specifications.<br>• Conduct on-site inspections to ensure energy-efficient equipment has been correctly installed at commercial and industrial facilities.<br>• Prepare detailed requests for proposals to facilitate energy efficiency projects.<br>• Address customer inquiries and concerns related to installed equipment or program details.<br>• Perform facility walkthroughs to identify potential energy-saving opportunities and produce comprehensive energy reports.<br>• Deliver presentations and conduct outreach activities to educate the community about energy efficiency incentives.<br>• Provide project management support to ensure timely and successful completion of energy-related initiatives.<br>• Maintain and update databases to track project progress and program results.<br>• Compile and submit weekly, monthly, and annual reports to document program outcomes.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Advisor| Wealth Management| San Jose</strong></p><p> </p><p>Our client is a<strong> growing wealth management firm</strong> serving high-net-worth individuals and families with thoughtful, full-service advice. Known for its collaborative culture and client-first mindset, the firm is expanding its tax advisory offering to meet rising demand.</p><p> </p><p>This <strong>Tax Advisor </strong>role is a chance to help build a new practice area from the ground up while joining a close-knit, high-caliber team. You’ll work in a beautiful San Jose office, enjoy real work-life balance, and<strong> have clear paths for advancement, including potential ownership</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver tax planning, advisory, and compliance services for high-net-worth clients</li><li>Manage a book of clients with complex tax needs</li><li>Prepare individual, trust, and estate returns using SurePrep</li><li>Stay current on tax regulations and ensure compliance and confidentiality</li><li>Communicate proactively with clients to provide exceptional service</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Financial Planner</strong></p><p><strong>About the Role</strong></p><p>Join a boutique wealth management team serving high‑net‑worth and ultra‑high‑net‑worth families. As a <strong>Financial Planner</strong>, you’ll work closely with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. This role offers a clear career path, meaningful client impact, and significant long‑term growth potential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare detailed analyses for retirement planning, estate strategies, education funding, and equity compensation.</li><li>Build and maintain financial plans using eMoney and other industry‑leading planning tools.</li><li>Research tax changes, market trends, and economic developments to support client recommendations.</li><li>Assist with pre‑meeting preparation and coordinate with external professionals such as CPAs and attorneys.</li><li>Monitor client financial situations and assist in implementing planning and investment recommendations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and a competitive 401(k) match.</li><li>Comprehensive medical and dental insurance coverage.</li><li>Generous time off: <strong>15 vacation days + 5 sick days + all NYSE holidays.</strong></li><li>Strong growth potential with consistent year‑over‑year compensation increases.</li></ul>
We are looking for an experienced Systems Engineer to oversee and enhance the performance, security, and scalability of IT infrastructures across corporate and client environments. This role encompasses managing on-premises systems, cloud platforms like Microsoft 365 and Azure, as well as network operations. The ideal candidate will bring a proactive approach to ensuring the reliability and security of critical systems while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Oversee and maintain network infrastructure for corporate and client operations, including Microsoft 365, Azure Active Directory, and Active Directory environments.<br>• Manage security solutions such as firewalls (Palo Alto), endpoint protection tools, and mobile device management platforms.<br>• Lead the planning and execution of infrastructure projects, upgrades, and new implementations to align with organizational goals.<br>• Provide expert-level technical support for desktops, servers, mobile devices, and telecom systems.<br>• Maintain accurate and up-to-date system documentation, software inventories, and patch management processes.<br>• Work closely with third-party vendors and internal teams to ensure secure and efficient IT operations.<br>• Offer high-level technical support to executives and participate in an on-call rotation for after-hours support.<br>• Travel occasionally to client locations to assist with network installations, troubleshooting, and project management.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Finance Manager| Venture Capital | Palo Alto| Hybrid | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Our client is a <strong>well-established venture capital firm </strong>backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders.</p><p> </p><p>Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
