<p><strong>Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration.</strong></p><p> </p><p><strong>Role: Senior Wealth Advisor</strong></p><p><strong>Location: San Francisco; hybrid (2 days in office)</strong></p><p><strong>Salary: $120-190k+ DOE + bonus + benefits </strong></p><p> </p><p>We’re excited to partner with a nationally recognized wealth management and financial advisory firm that provides comprehensive financial services to high-net-worth and ultra-high-net-worth individuals, families, and organizations. With over $110 billion in assets under management, this firm continues to grow and make a meaningful impact in the industry.</p><p> </p><p>As part of their continued success, they are looking to add a <strong>Senior Wealth Advisor</strong> to their team—someone who is passionate about delivering personalized financial strategies and helping clients achieve their long-term goals. This is an excellent opportunity to join a respected firm with a collaborative culture and strong commitment to client service.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a primary advisor high volume of clients, offering personalized financial planning and investment advice.</li><li>Lead end-to-end client meetings, including preparation, facilitation, and follow-up.</li><li>Develop customized investment strategies aligned with client goals.</li><li>Build lasting relationships through ongoing financial guidance and planning.</li><li>Respond promptly to client needs with a service-first mindset.</li><li>Mentor and support junior staff, contributing to team growth and performance.</li><li>Collaborate with Partners to ensure consistent client service and operational efficiency.</li><li>Maintain high ethical standards and ensure regulatory compliance.</li><li>Drive business growth by sourcing new clients and deepening existing relationships.</li><li>Independently manage client engagements and deliver comprehensive planning solutions.</li></ul><p> </p>
We are looking for a skilled Paralegal to join our team in San Jose, California. This role offers the flexibility of a hybrid schedule and is open to remote candidates with exceptional qualifications. The ideal candidate will bring expertise in civil litigation, trial preparation, and case management while contributing to a dynamic legal environment.<br><br>Responsibilities:<br>• Assist with discovery processes, including gathering and organizing relevant documents.<br>• Provide comprehensive support in civil litigation cases, ensuring deadlines and filings are met.<br>• Prepare trial materials and documentation, collaborating with attorneys for effective case presentation.<br>• Manage case files using specialized software, maintaining accuracy and organization.<br>• Conduct legal research and draft correspondence to support attorneys in various matters.<br>• Monitor billable hours to meet monthly and annual targets efficiently.<br>• Handle family law cases with attention to detail and client confidentiality.<br>• Coordinate with clients and legal teams to ensure effective communication and case progress.<br>• Support hybrid legal assistant and paralegal responsibilities as required.<br>• Maintain compliance with legal standards and procedures throughout all casework.
<p>We are looking for a detail-oriented Administrative Assistant to join our team on a long-term contract basis in Richmond, California. In this role, you will provide essential administrative support to ensure the smooth operation of daily activities. This position offers a hybrid work environment and requires approximately 32 hours of work per week, with flexibility on most days except for scheduled meetings.</p><p><br></p><p>Responsibilities:</p><p>• Manage inbound and outbound calls professionally, addressing inquiries and resolving issues promptly.</p><p>• Coordinate schedules and arrange appointments to support team members and departmental activities.</p><p>• Maintain accurate records by performing data entry tasks and updating relevant databases.</p><p>• Prepare and process expense reports with attention to detail and adherence to company policies.</p><p>• Handle email correspondence, ensuring timely responses and clear communication.</p><p>• Create and format documents, presentations, and spreadsheets using Microsoft Office tools such as Word, Excel, PowerPoint, and Outlook.</p><p>• Record meeting minutes and distribute them to relevant stakeholders in a timely manner.</p><p>• Provide exceptional customer service support to internal and external contacts.</p><p>• Assist in organizing and preparing materials for meetings and presentations.</p><p>• Support the team with additional administrative tasks as needed.</p><p><br></p><p>If you are interested apply today and call us at (510)470-7450</p>
<p>Bookkeeper (Hybrid – San Carlos, CA)</p><p>Why You’ll Love This Role</p><p>Join a growing team focused on delivering smart tech solutions. We're looking for a detail-oriented Bookkeeper to support financial operations and ensure scalable, efficient systems.</p><p><br></p><p>Key Responsibilities</p><p>Maintain accurate records for A/P, A/R, and general ledger</p><p><br></p><p>Invoice clients and oversee collections</p><p><br></p><p>Manage vendor and credit card payments</p><p><br></p><p>Reconcile bank, credit card, and merchant accounts</p><p><br></p><p>Prepare monthly financial reports, job cost summaries, and cash flow forecasts</p><p><br></p><p>Track inventory, COGS, project profitability, and deferred revenue</p><p><br></p><p>Ensure revenue recognition compliance (ASC 606)</p><p><br></p><p>Oversee 1099 filings and sales tax compliance</p><p><br></p><p>Maintain system integrity across QuickBooks Online, NetSuite, and CRM tools</p><p><br></p><p>Support budgeting, forecasting, and administrative tasks at the San Carlos office</p><p><br></p><p><br></p>
<p><strong>Paraplanner – Learn the Right Way to Build Financial Plans That Matter</strong></p><p>📍 Orinda, CA (Hybrid)</p><p>💰 $70,000–$105,000 DOE + Bonus + Outstanding Retirement Contributions</p><p><br></p><p><strong>Message Jennifer Fukumae on LinkedIn for fastest consideration!</strong></p><p><br></p><p>Are you early in your financial planning career and want to learn from a team that <em>actually does it right</em>? Join a boutique, fee-only wealth management firm that’s known for its deep relationships, thoughtful planning, and strong mentorship culture. With ~$475M in AUM and an average employee tenure of over 8 years, this is the kind of place where you can build a meaningful career—not just another stepping stone.</p><p>You’ll get hands-on experience sitting in client meetings, supporting real planning work, and learning directly from a highly collaborative team. If you’re currently in (or about to begin) a CFP® program and want to apply what you’re learning in a professional, high-integrity environment—this is your launchpad.</p><p> </p><p><strong>🚀 What You’ll Get to Do:</strong></p><ul><li>Help build comprehensive financial plans (not cookie-cutter templates)</li><li>Collaborate with experienced advisors and attend client meetings</li><li>Track progress and stay on top of planning goals across multiple clients</li><li>Research planning strategies, tax moves, Roth conversions, and more</li><li>Keep client data clean and plans up to date using industry tech tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center</li><li>Help refine firm processes and contribute to special projects</li></ul><p><br></p>
<p>We are looking for a dedicated Attorney to join our team in Redwood City, California. This role offers the opportunity to handle complex commercial litigation cases, including insurance coverage disputes and bad faith claims. The ideal candidate will thrive in a fast-paced environment while delivering high-quality legal research, writing, and advocacy. Open to a hybrid or fully remote schedule and offering an annual salary of up to $200k DOE with excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough legal research and draft motions, pleadings, and other legal documents.</p><p>• Manage cases involving complex commercial litigation, including insurance coverage and bad faith matters.</p><p>• Represent clients at court hearings, depositions, and trials based on experience level.</p><p>• Prepare for and defend depositions, ensuring thorough documentation and case preparation.</p><p>• Collaborate with team members to develop case strategies and deliver effective legal solutions.</p><p>• Engage in client communications to provide updates and legal advice regarding case progress.</p><p>• Maintain organized documentation and case files to ensure efficient management.</p><p>• Stay updated on relevant legal precedents and industry trends to strengthen case arguments.</p><p>• Participate in a hybrid or remote work arrangement supported by advanced technical tools.</p>
<p><strong>Job Title:</strong> Senior Accountant – Family Office</p><p><strong>Location:</strong> San Francisco, CA | Hybrid</p><p><strong>Compensation:</strong> $110,000 – $135,000 + Bonus</p><p> </p><p><strong>Jennifer Fukumae with Robert Half</strong> is partnering with a well-established <strong>multi-family office</strong> based in San Francisco that serves ultra-high-net-worth individuals and families. The firm offers a highly personalized suite of services—from investment oversight and estate planning to bill pay and lifestyle support—built on discretion, trust, and long-term relationships.</p><p>With a collaborative, mission-driven culture and a commitment to operational excellence, this is an ideal opportunity for a finance professional who enjoys working in a service-oriented, detail-focused environment.</p><p> </p><p><strong>About the Opportunity</strong></p><p>We’re seeking a <strong>Senior Accountant</strong> to join the firm’s Family Office Services team. You’ll play a key role in supporting the financial operations of a select group of clients—handling day-to-day accounting, reporting, and cash management activities across a variety of entities.</p><p>This is a great fit for someone who is process-oriented, enjoys working behind the scenes, and takes pride in delivering high-quality work that helps clients manage and preserve wealth.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain general ledgers and record transactions for individual and entity-level accounts (LLCs, partnerships, trusts)</li><li>Assist in preparing monthly and quarterly financial reports tailored to client needs</li><li>Reconcile bank and brokerage accounts; manage journal entries and intercompany transactions</li><li>Process accounts payable, including reviewing and initiating bill payments and reimbursements</li><li>Track cash flow, monitor account balances, and flag liquidity needs</li><li>Support the preparation of annual budgets and assist with financial planning activities</li><li>Partner with internal teams and external advisors (tax, legal, investment) to coordinate documentation and client deliverables</li><li>Participate in projects aimed at improving reporting accuracy, process efficiency, and system integration</li></ul><p><br></p>
<p><strong>🚀 Pivot Out of Public Accounting & Into Venture Capital!</strong></p><p><strong>💼 Fund Accountant | $105–115K + Bonus + Profit Sharing</strong></p><p><strong>📍 San Francisco | Hybrid | Unlimited PTO</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a <strong>top-tier investment firm</strong> that’s been instrumental in launching some of the most game-changing names in tech. With billions in AUM and a global footprint, they’re not just backing innovation—they’re building it. 💡🌍</p><p>If you’re a <strong>Big 4 or public accounting pro</strong> with experience supporting <strong>venture capital clients</strong>, this is your launchpad into the world of VC. You'll work with an all-star team and gain deep exposure to fund operations while enjoying <strong>excellent work-life balance</strong>, great comp, and career growth in one of the most exciting corners of finance. 🙌</p><p> </p><p><strong>🎯 What You’ll Do</strong></p><ul><li>Maintain the fund GL and record daily transactions</li><li>Prepare monthly bank recs and process wires 💳</li><li>Run quarterly closes and prep financial statements 🧾</li><li>Calculate capital calls, distributions, and allocations</li><li>Track investment activity and keep fund docs updated</li><li>Manage LP records and assist with investor communications</li><li>Distribute financials, K-1s, notices, and reports 📤</li><li>Support cool ad hoc projects across the finance team</li></ul><p> </p><p><strong>✅ What You Bring</strong></p><ul><li>Bachelor’s in Accounting or a related field</li><li>2–3 years in <strong>fund accounting</strong> or <strong>audit experience with VC clients</strong></li><li>CPA (or on the way!) 🎓</li><li>Sharp analytical skills + attention to detail</li><li>Strong communicator and a collaborative mindset 🤝</li><li>A positive, proactive, and curious attitude</li></ul><p><br></p>
<p>We are looking for a detail-oriented HYBRID Finance Sr Analyst to join our team on a long-term contract basis in Fremont, California. In this hybrid role, you will collaborate closely with the Finance Manager and other analysts to support financial operations, reporting, and reconciliation tasks. This position offers an excellent opportunity to leverage your expertise in financial analysis and cross-functional collaboration while contributing to process improvements and data-driven decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate purchase order approvals and maintain accurate tracking of invoices to ensure timely processing.</p><p>• Update and manage financial trackers and smart sheets in Excel, compiling savings reports and preparing pivoted financial summaries.</p><p>• Perform account reconciliations and validate invoice data for accuracy and completeness.</p><p>• Approve expense reports, ensuring proper coding and billing allocation.</p><p>• Support financial analysts with ad hoc analysis and contribute to custom reporting projects.</p><p>• Prepare detailed financial reports and summaries tailored for stakeholder use.</p><p>• Collaborate with cross-functional teams to enhance financial workflows and operational accuracy.</p><p>• Conduct in-depth analysis to identify financial discrepancies and recommend solutions.</p><p>• Assist in special projects requiring multi-tasking and analytical expertise.</p><p>• Demonstrate a strong understanding of financial principles and processes to drive efficiency.</p>
<p><strong>Accountant – Family Office </strong></p><p>📍 San Francisco, CA | Hybrid (3 days onsite)</p><p>💰 $90,000 – $120,000 + Bonus + Excellent Benefits</p><p> </p><p><strong>Help manage the financial lives of some of the Bay Area’s most successful families.</strong></p><p>Jennifer Fukumae at Robert Half is partnering with an esteemed <strong>multi-family office</strong> in San Francisco that advises ultra-high-net-worth individuals and families. Their work is discreet, complex, and high-touch—covering everything from cash flow and entity management to investment reporting and estate coordination.</p><p><br></p><p>💼 <strong>Ready to explore this opportunity?</strong></p><p>Apply here and message <strong>Jennifer Fukumae on LinkedIn</strong> for quicker consideration.</p><p><br></p><p>If you're an experienced accountant looking to <strong>transition into a more relationship-driven, consultative role</strong>, this is a unique opportunity to be part of a firm that blends <strong>technical precision</strong> with <strong>personalized service</strong>.</p><p> </p><p>As a <strong>Senior Accountant</strong>, you'll be entrusted with overseeing the full financial picture for select client families. You'll dive deep into multi-entity accounting, manage intricate investment reporting, and collaborate with estate staff, tax teams, and outside advisors. It’s part accounting, part strategy, and always client-first.</p><p><br></p><p><strong>Core Responsibilities</strong></p><ul><li>Maintain ledgers and journal entries across personal, trust, and entity-level accounts</li><li>Reconcile bank, investment, and credit card accounts</li><li>Monitor cash flow, track liquidity, and support private investment reporting</li><li>Oversee financial closes and prepare quarterly financials and reports</li><li>Liaise directly with clients and third parties to ensure seamless financial operations</li><li>Partner with internal teams to streamline reporting and optimize workflows</li><li>Support process improvement initiatives and tech enhancements (bonus points if you love Excel or Intacct automations)</li></ul><p><br></p>
<p><strong>Client Associate – Family Office</strong></p><p>📍 San Francisco (Steps from Montgomery BART) | Hybrid</p><p>💰 $100,000–$130,000 base (DOE) + Bonus</p><p>An established multi-family office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.</p><p><br></p><p> 📩 <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p><strong>About the Firm:</strong></p><ul><li>Headquartered in San Francisco with easy BART access</li><li>Serves a sophisticated UHNW client base with personalized, high-touch service</li><li>Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management</li><li>Emphasizes professional development, mentorship, and continuous improvement</li></ul><p> </p><p><strong>About the Role:</strong></p><p><strong>The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.</strong></p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the day-to-day contact for a portfolio of UHNW clients</li><li>Execute requests promptly and with a high level of accuracy</li><li>Collaborate with firm leadership on bespoke planning and investment strategies</li><li>Serve as a guide and mentor to junior associates and analysts</li><li>Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning</li><li>Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)</li><li>Support new investment allocations, liquidity planning, and account structuring</li><li>Contribute to firm-wide initiatives and special projects</li></ul><p><br></p>
<p>A prominent plaintiff-focused litigation firm in San Francisco is seeking a driven Mid-Level Associate Attorney with 2 - 4 years of experience in complex litigation. This is an opportunity to join a team known for tackling high-stakes cases across a range of impactful areas. The firm excels in representing clients in complex disputes, including those involving antitrust and competition, consumer protection, environmental issues, human rights, data security, and commercial and financial matters.</p><p><br></p><p>In this role, the Associate will be deeply involved in all aspects of the litigation process. Responsibilities include:</p><ul><li>Evaluating potential claims and conducting thorough investigations.</li><li>Preparing key legal documents, such as memoranda, pleadings, and briefs.</li><li>Managing discovery, including taking and defending depositions.</li><li>Contributing to trial preparation and in-court proceedings.</li><li>Participating in settlement strategy and negotiations.</li></ul><p>While the Associate will contribute to antitrust litigation, they will also have the chance to gain experience in other areas of the firm’s practice.</p><p><br></p><p>The firm is seeking candidates who demonstrate:</p><ul><li>Strong teamwork and collaboration skills, combined with the ability to take initiative.</li><li>Excellent organizational skills and the capacity to manage multiple projects effectively.</li><li>A strong academic foundation, exceptional legal writing, and sharp analytical abilities.</li><li>The ability to thrive in a demanding, fast-paced environment.</li><li>A passion for complex problem-solving and a commitment to the firm’s mission.</li></ul><p>Qualifications:</p><ul><li>Juris Doctor (JD) degree.</li><li>2-4 years of litigation experience and/or federal clerkship experience.</li><li>Admission to the State Bar of California, or eligibility for prompt admission.</li></ul><p>Compensation and Benefits:</p><ul><li>Competitive salary range of $140,000 - $180,000 annually.</li><li>Comprehensive benefits package, including generous paid time off, parental leave, health coverage, and retirement plan options.</li><li>A hybrid work model with expectations of in-office presence a couple of days each week, plus some flexibility for remote work.</li></ul><p>The firm is dedicated to fostering a diverse and inclusive workplace and encourages applications from candidates from all backgrounds.</p><p><br></p>
<p><strong>Job Title:</strong> Senior Accountant – Family Office Services</p><p><strong>Location:</strong> San Francisco, CA | Hybrid</p><p><strong>Compensation:</strong> $90,000 – $120,000 + Bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a highly regarded multi-family office in San Francisco, known for delivering tailored financial solutions to ultra-high-net-worth individuals and families. With a long-standing reputation for discretion, technical excellence, and white-glove service, the firm supports its clients across a wide range of financial matters—from investment oversight and cash flow planning to entity management and complex reporting.</p><p>This is a fantastic opportunity for a detail-oriented accounting professional who wants to step into a meaningful, relationship-based environment where their work directly supports multi-generational wealth and planning.</p><p><strong> </strong></p><p>As a Senior Accountant, you will play a vital role in managing day-to-day financial activities for a group of client families. This includes preparing financial statements, overseeing multi-entity reporting, and supporting a broad range of operational needs such as bill pay, reconciliation, and intercompany activity. You’ll collaborate with both internal teams and external advisors to ensure the financial lives of clients are running smoothly and accurately.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Management & Reporting</strong></p><ul><li>Record journal entries and manage entity-level ledgers for trusts, LLCs, and personal accounts</li><li>Support month-end and quarter-end closes, including reconciliations and reporting deliverables</li><li>Prepare and maintain accurate cash flow reports and quarterly financial statements</li><li>Anticipate and monitor liquidity needs across a variety of client accounts</li><li>Reconcile bank, investment, and credit card accounts with attention to detail and timeliness</li><li>Validate and track private investments, real estate holdings, and other non-liquid assets</li></ul><p><strong>Client Interaction & Collaboration</strong></p><ul><li>Serve as a key liaison between clients, estate staff, vendors, and other third-party advisors</li><li>Partner with internal teams (Client Services, Tax, and Finance) to streamline reporting and coordinate multi-disciplinary projects</li><li>Provide responsive support on ad hoc requests and help ensure financial documentation is always up to date and client-ready</li><li>Assist in process optimization efforts and contribute to tech-forward improvements in accounting systems and workflows</li></ul>
<p><strong>Client Service Associate</strong></p><p>📍 Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p>💼 $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p><br></p><p><strong>Join a new and growing wealth management firm focused on building long-term client relationships and an exceptional team culture.</strong></p><p>Jennifer Fukumae at Robert Half is partnering with a <strong>boutique RIA in Walnut Creek</strong> that is actively hiring a <strong>Client Service Associate</strong> to support their growing client base and advisory team. This is an exciting opportunity to get in on the ground floor with a firm that's scaling thoughtfully and prioritizing high-touch service, operational excellence, and long-term development of their team members.</p><p> </p><p>As a <strong>Client Service Associate</strong>, you'll serve as a key point of contact for clients and play an integral role in onboarding, account maintenance, and ongoing service. You’ll partner closely with advisors, custodians, and internal systems to ensure smooth and accurate client operations. This is a high-impact role with <strong>room to grow</strong>, <strong>hands-on mentorship</strong>, and visibility into all aspects of the client relationship lifecycle.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the first line of communication for client service needs via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation ahead of client reviews</li><li>Maintain accurate client records and support compliance efforts</li><li>Assist with client onboarding, transfers, and ongoing requests</li><li>Support the advisory team on ad hoc administrative and operational tasks</li><li>Learn the firm’s systems, processes, and client service philosophy with <strong>direct mentorship and training</strong></li></ul><p><br></p>
<p><strong>About the Role</strong></p><p>Are you passionate about delivering exceptional client service in a people-first environment? As a Client Service Associate, you’ll be the primary point of contact for a select group of clients, helping them navigate financial transactions and administrative processes with care and precision.</p><p><br></p><p>This role blends relationship management with operational expertise. You’ll support financial advisors, manage client requests, and ensure smooth execution of account-related tasks—all while contributing to a collaborative and growth-oriented team.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Handle client requests such as beneficiary updates, wire transfers, and rollovers</li><li>Respond promptly to inquiries and provide personalized service</li><li>Support onboarding and ensure a welcoming experience for new clients</li><li>Process transactions and maintain accurate records in CRM systems</li><li>Collaborate with advisors to align service with financial plans</li><li>Prepare client-facing materials and assist with reporting</li><li>Maintain confidentiality and adhere to firm policies</li></ul><p><strong>Why Join this Company</strong></p><ul><li>Be part of a close-knit, mission-driven team</li><li>Enjoy a flexible hybrid work model</li><li>Make a meaningful impact on clients’ financial lives</li></ul><p><strong>NOTE: 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>
<p>We are looking for an experienced Full Charge Bookkeeper to join our team on a contract basis in Walnut Creek, California. This role is ideal for a detail-oriented individual who excels in managing financial operations, ensuring accuracy, and delivering timely reports. The position offers flexibility with part-time hours and may include onsite, hybrid, or remote work options.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Maintain accurate financial records using QuickBooks Desktop, ensuring timely updates and reconciliations.</p><p>• Manage accounts payable and accounts receivable processes, including vendor payments and customer invoices.</p><p>• Oversee payroll operations, coordinating with payroll service providers to ensure accurate processing.</p><p>• Prepare monthly financial reports and present them to the finance committee and leadership team.</p><p>• Perform bank reconciliations to ensure financial accuracy and resolve discrepancies.</p><p>• Record journal entries and maintain the general ledger in compliance with accounting standards.</p><p>• Assist in month-end financial closings and provide support for interim financial tasks.</p><p>• Collaborate on budget management activities for an annual budget of approximately $300k.</p><p>• Generate detailed financial statements and provide insights for decision-making purposes.</p><p>• Ensure compliance with all financial policies and procedures while supporting organizational goals.</p>
<p><strong>Client Service Associate</strong></p><p>📍 Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p>💼 $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p>📩 <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p> </p><p><strong>Join a new and growing wealth management firm focused on building long-term client relationships and an exceptional team culture.</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> at Robert Half is partnering with a <strong>boutique RIA in Walnut Creek</strong> that is actively hiring a <strong>Client Service Associate</strong> to support their growing client base and advisory team. This is an exciting opportunity to get in on the ground floor with a firm that's scaling thoughtfully and prioritizing high-touch service, operational excellence, and long-term development of their team members.</p><p> </p><p><strong>About the Role</strong></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a key point of contact for clients and play an integral role in onboarding, account maintenance, and ongoing service. You’ll partner closely with advisors, custodians, and internal systems to ensure smooth and accurate client operations. This is a high-impact role with <strong>room to grow</strong>, <strong>hands-on mentorship</strong>, and visibility into all aspects of the client relationship lifecycle.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the first line of communication for client service needs via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation ahead of client reviews</li><li>Maintain accurate client records and support compliance efforts</li><li>Assist with client onboarding, transfers, and ongoing requests</li><li>Support the advisory team on ad hoc administrative and operational tasks</li><li>Learn the firm’s systems, processes, and client service philosophy with <strong>direct mentorship and training</strong></li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Accountant </strong>at an Established <strong>Thriving Real Estate Company</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The client specializes in transforming large, complex properties into vibrant mixed-use communities. Every project is different, offering variety and the chance to work on high-impact developments that shape entire neighborhoods.</p><p> </p><p>You’ll be part of a <strong>collaborative team</strong> that values creative thinking, problem-solving, and long-term growth. The company offers a stable environment with <strong>strong team tenure</strong> and plenty of opportunities to take ownership.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly, quarterly, and annual financial statements</li><li>Handle reconciliations, variance analysis, and month-end close</li><li>Record daily transactions and ensure accurate accruals</li><li>Review contracts and apply the correct accounting treatment</li><li>Track project gains using the percentage-of-completion method</li><li>Work closely with project managers to support budgeting and reporting</li><li>Manage job cost closeouts, fixed assets, and tax payments</li><li>Support audits, tax prep, and other ad hoc reporting as needed</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Paraplanner – Boutique Wealth Management Firm</strong></p><p><strong>Orinda, CA | Hybrid</strong></p><p><strong>$70,000–$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions</strong></p><p><br></p><p><strong>Jennifer Fukumae</strong> at Robert Half is partnering with a well-established, independent RIA firm with ~$500M in AUM is seeking a <strong>Paraplanner</strong> to join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional. Whether you’re enrolled in a CFP® program or planning to start soon, this is an exceptional opportunity to learn, grow, and gain direct client-facing experience.</p><p><br></p><p><strong>Ping Jennifer Fukumae on LinkedIn for consideration! </strong></p><p><br></p><p><strong>Why Join:</strong></p><ul><li>Average team tenure of 8+ years — people love working here!</li><li>Beautiful office in a BART-accessible location</li><li>Strong emphasis on professional development: firm covers financial education and certifications</li><li>Team-first culture with a focus on quality, integrity, and making a real impact on clients’ lives</li><li>Excellent retirement package, generous PTO, and covered commuting costs</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in gathering and inputting client financial data for plan creation and updates</li><li>Prepare financial plans and collaborate with advisors to deliver planning strategies</li><li>Meet with clients alongside advisors and help maintain up-to-date client records</li><li>Track and document tasks using CRM software (Tamarac preferred)</li><li>Coordinate with internal and external professionals on client-specific issues</li><li>Research, analyze, and assist in retirement planning, tax planning, and more</li><li>Support ongoing planning projects and help develop firm processes</li></ul>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a high-impact role at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change.</p><p><br></p><p>You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for stability, challenge, and the chance to grow with a team that truly values your ideas, this is it.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a<strong> Junior Client Services Associate</strong> at a growing wealth management firm. This is a full-time permanent role based in <strong>San Mateo County</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm provides tailored financial solutions to professionals, business owners, and families—and offers a strong mix of stability, growth, and a supportive culture. This is a great opportunity to be part of a collaborative, people-first team. Enjoy a firm-wide profit sharing and bonuses, and a “work hard, play hard” environment with high employee retention and consistent growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Schedule and coordinate client meetings</li><li>Maintain and improve admin processes; update CRM regularly</li><li>Support advisors and executives with day-to-day tasks</li><li>Greet clients and visitors; serve as the main point of contact</li><li>Answer and direct phone calls; manage follow-ups</li><li>Send cards, gifts, and other client touches</li><li>Help organize team events and client gatherings</li><li>Coordinate meeting logistics, lunches, and programs</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Mid-sized law firm with multiple locations in California is offering an exciting opportunity for an experienced Attorney. This role can be HYBRID REMOTE OR FULLY REMOTE, BUT THIS PERSON MUST RESIDE IN CALIFORNIA. This role involves representing clients in subrogation matters. You will be working in a congenial atmosphere that is busy yet welcoming. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Represent clients effectively in subrogation and worker's compensation cases</p><p>• Utilize civil litigation skills to handle legal matters</p><p>• Draft and argue motions as part of the legal process</p><p>• Exhibit strong analytical skills through thorough research and examination of cases</p><p>• Provide high quality, cost-effective legal representation for clients</p><p>• Manage a diverse community of clients, attorneys, and staff</p><p>• Utilize subrogation claim knowledge in legal proceedings</p><p>• Apply civil litigation experience to handle complex cases</p><p>• Travel occasionally as required by cases or clients</p><p>• Maintain good standing with the California State Bar.</p>
<p>We are looking for a detail-oriented Accounting Assistant to support our financial operations within a non-profit organization based in San Francisco, California. In this long-term contract position, you will play a key role in managing accounting processes, ensuring accuracy in data entry, and assisting with system conversions. This opportunity is ideal for professionals with strong communication skills and a commitment to maintaining precise financial records.</p><p><br></p><p>Responsibilities:</p><p>• Reconcile bank accounts to ensure accuracy and completeness of financial records.</p><p>• Verify and process transactions to maintain compliance with organizational standards.</p><p>• Collaborate with many people across multiple teams to provide necessary resources and resolve financial discrepancies.</p><p>• Assist with the transfer of data between accounting systems, ensuring a smooth transition.</p><p>• Conduct detailed data entry and analysis to support financial reporting.</p><p>• Communicate effectively with lodge officers and team members to address inquiries and provide updates.</p><p>• Support the treasury team in implementing system changes and meeting project deadlines.</p><p>• Work closely with other assistants to achieve organizational goals and ensure seamless operations.</p><p>• Utilize accounting software, such as Sage Intacct, to manage financial data efficiently.</p>
<p><strong>🎯 Ready to Pivot Out of Public Accounting?</strong></p><p>You’ve done the grind — busy seasons, tick-and-tie, late nights. Now you’re ready for something more <strong>dynamic</strong>, <strong>strategic</strong>, and <strong>forward-looking</strong>.</p><p>If you’re a CPA (or close to it) with Big 4 or national firm experience and thinking about what’s next, this opportunity might be for you.</p><p><br></p><p> 📩 <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p><strong>🔍 Senior Associate – M& A / Financial Due Diligence</strong></p><p>📍 San Francisco (Hybrid)</p><p>💰 $90K–$120K + Bonus + Full Benefits</p><p>A growing M& A advisory firm in SF is hiring a <strong>Senior Associate</strong> to dive deep into deals, support major private equity and strategic buyers, and help them evaluate acquisitions with confidence. This is your chance to <strong>break into deals</strong> while applying your audit-hardened skills in a more analytical, high-impact way.</p><p> </p><p><strong>🧠 What You'll Do:</strong></p><ul><li>Analyze financials for companies being acquired — think: quality of earnings, working capital trends, and cash flow</li><li>Build & refine Excel models (don’t worry, they’ll train you on the M& A side)</li><li>Turn your insights into client-ready reports and presentations</li><li>Partner with senior team members and clients at every stage of the deal</li><li>Learn how transactions really work—start to finish</li></ul>
<p><strong>Senior Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p> <strong>Jennifer Fukumae </strong>is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a <strong>Senior Client Service Associate</strong> to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul><p><br></p>
