<p><br></p><p><br></p><p><strong>Staff Accountant</strong></p><p><strong>Job Summary:</strong></p><p>We are seeking a detail-oriented <strong>Staff Accountant</strong> to join our clients established team based in the San Francisco South Bay. This role involves performing daily accounting tasks, reconciling accounts, assisting with month-end and year-end close processes, and ensuring accurate and timely processing of financial transactions. You will work closely with senior accounting staff to support overall financial operations and maintain compliance with industry standards and regulations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and prepare general ledger entries, ensuring proper classification and coding of transactions.</li><li>Perform monthly reconciliations of bank, credit card, and other accounts; investigate and resolve discrepancies.</li><li>Assist in preparing monthly, quarterly, and annual financial statements and supporting documentation.</li><li>Support month-end and year-end closing processes, including journal entries, accruals, and adjustments.</li><li>Process accounts payable and receivable, including invoices, payments, collections, and credit memos.</li><li>Ensure compliance with accounting standards, internal controls, and regulations; assist with audits, including timecard records, payroll data calculations, and reconciliation a plus </li><li>Collaborate with senior accounting staff on special projects and process improvements.</li></ul><p><br></p><p><strong>Required Skills & Abilities</strong></p><ul><li>Solid understanding of accounting principles, financial regulations, and compliance standards.</li><li>Proficiency in Excel and strong mathematical problem-solving skills.</li><li>Strong organizational and planning abilities; capable of managing multiple assignments.</li><li>High integrity, trustworthiness, flexibility, and adaptability in a dynamic environment.</li><li>Ability to manage projects from implementation to execution.</li></ul><p><strong>Language:</strong></p><ul><li>Mandarin proficiency is a plus not essential </li></ul><p><br></p><p><strong>Education & Experience</strong></p><ul><li>Bachelor’s degree or equivalent work-related experience required.</li><li>1–3 years of accounting experience, preferably in a manufacturing or technology environment.</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>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><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><strong>Senior Lead Payroll Specialist</strong></p><p><br></p><p><strong>About the Company</strong></p><p> We are a fast-growing, pre-IPO technology company with approximately 850 employees across 15 countries. As we continue to scale globally, we are building durable, compliant, and scalable payroll operations to support our growth.</p><p><br></p><p><strong>Role Overview</strong></p><p> We are seeking a <strong>Senior Lead Payroll Specialist</strong> to serve as a key partner to the Senior Payroll Manager and play a critical role in managing global payroll operations. This is a hands-on, manager-level processor role with a strong focus on equity-related payroll, international payroll coordination, and process build-out in a high-growth environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the right-hand to the Senior Payroll Manager, supporting global payroll execution and strategy</li><li>Oversee and process payroll across multiple countries, including the U.S., South Korea, Singapore, India, and others</li><li>Manage equity-related payroll transactions, including RSU settlements, taxation, and quarterly equity events</li><li>Support W-2 reconciliations, payroll audits, and compliance initiatives</li><li>Build and refine payroll processes in a zero-to-one environment, including correcting payroll codes and implementing scalable workflows</li><li>Partner cross-functionally with HR, Finance, Stock Administration, and external vendors</li><li>Support employee mobility and global payroll-related initiatives as the company scales</li></ul><p><br></p><p><br></p>
<p><strong>Interested?</strong></p><p>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>Client Service Associate – Wealth Management</strong></p><p>We’re looking for a motivated <strong>Client Service Associate</strong> to join a well‑established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced team.</p><p>You’ll receive hands‑on training with leading tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, along with ongoing development in compliance, client management, and operational processes. Compensation and title will be aligned with your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base.</li><li>Process new account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions with accuracy and efficiency.</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials.</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with continuous training and professional development</li></ul>
<p>Robert Half client is looking for a dedicated contract-to-hire Administrative Associate/Project Assistant to join our team in Orinda, CA. This role is responsible for providing all levels of administrative support to the CEO, COO & other senior managers in the firm, and will also provide support with day-to-day office management and with tasks related to the responsibilities of each staff member.</p><p><br></p><p>Administrative Associate/Project Assistant Responsibilities:</p><p>• Provide day-to-day administrative support to the CEO and other senior leaders including but not limited to planning, organizing, and coordinating meetings, events and travel.</p><p>• Facilitate firmwide operations, procedures, and training as needed.</p><p>• General office coordination for Orinda office.</p><p>• Assist with planning and execution of office meetings and events.</p><p>• Oversee internal firm communications with timely distribution of information as required by management or teams.</p><p>• Coordinate firm document signatures as requested.</p><p>• Take responsibility for firm projects as needed. For example, sales support for Active Investment Management and Wealth Management groups, oversight of firm volunteerism efforts, assistance with summer internship program, Viva Connections launch/management, coordination of Virtual Education Series, etc.</p><p>• Support compliance with managing and maintaining the state business compliance for all entities and conducting an annual internal review of email signatures/disclaimers.</p><p><br></p><p>What We Look For:</p><p>• Undergraduate or associate degree, plus 2+ years of administrative experience in a professional office environment.</p><p>• Flexible and willing to support a wide range of projects and assignments.</p><p>• Strong time management skills with the ability to prioritize and meet deadlines.</p><p>• Professional verbal, written, and organizational skills.</p><p>• High attention to detail with consistent follow-through on tasks and projects</p><p>• Ability to learn quickly, think creatively, and adapt to changing needs.</p><p>• Comfortable working with limited guidance while taking ownership of assignments from start to finish.</p><p>• Strong working knowledge of Microsoft Office and familiarity with related software</p><p>• Ability to learn and effectively use new technology systems.</p><p>• Maintains strict confidentiality with staff and firm information.</p><p>• Clear, professional communicator in all interactions</p><p>• Open to change and able to adjust to shifting priorities and new challenges.</p><p>• Proactive in anticipating needs, improving processes, and addressing issues early.</p><p>• Committed to ongoing professional development in areas such as time management, written communication, and project management.</p><p>• Interacts with colleagues, clients, and vendors in a respectful manner fostering a positive and collaborative work environment.</p><p><br></p><p>What Makes You a Great Fit:</p><p>• A desire to learn</p><p>• Self-motivation</p><p>• Initiative</p><p>• Strong work ethic</p><p><br></p><p>If you are interested in this Administrative Associate/Project Assistant role, please apply today!</p>
<p>Reputable family law firm is seeking an Attorney to join their team. In this role, you will have the opportunity to work in the family law industry, managing multiple tasks simultaneously and developing your skills with seasoned attorneys. This role involves executing case strategies, managing high-level cases, communicating effectively, and participating in business development and networking functions.</p><p><br></p><p>Responsibilities:</p><p>• Execute case strategy with senior attorneys, paralegals, and support staff</p><p>• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents</p><p>• Draft letters, write and review discovery, and prepare responses to opposing counsel</p><p>• Generate status reports and manage multiple tasks simultaneously</p><p>• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review</p><p>• Communicate effectively with clients and opposing counsel to progress through the case process</p><p>• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness</p><p>• Attend court proceedings in person and virtually as needed to represent clients</p><p>• Participate in business development and networking functions</p><p>• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.</p>
We are looking for an experienced Senior Executive Assistant to provide high-level support to executives in a fast-paced and dynamic environment. This role requires exceptional organizational skills, attention to detail, and the ability to handle sensitive information with discretion. As a Contract to permanent position, this opportunity offers potential for long-term growth within the organization.<br><br>Responsibilities:<br>• Manage and maintain complex executive calendars, ensuring efficient scheduling of meetings and events.<br>• Arrange and coordinate detailed travel plans, including flights, accommodations, and ground transportation.<br>• Prepare executives for meetings by compiling necessary documents and ensuring all materials are ready.<br>• Facilitate communication between executives and internal teams, serving as a reliable point of contact.<br>• Handle confidential information with utmost discretion and professionalism.<br>• Organize and prioritize incoming requests, ensuring critical tasks are addressed promptly.<br>• Assist with the preparation of presentations, reports, and other executive-level documents.<br>• Monitor deadlines and follow up on action items to ensure timely completion.<br>• Coordinate logistics for executive meetings, including venue setup and technology requirements.<br>• Collaborate with other administrative staff to streamline processes and improve efficiency.
We are looking for a skilled and highly organized Legal Secretary to join a dynamic plaintiff personal injury practice in Oakland, California. The ideal candidate will possess a strong understanding of legal procedures, case management, and trial preparation, with a focus on supporting attorneys through efficient and detail-oriented administrative tasks. This role requires excellent multitasking skills and a proactive approach to managing case files from intake to trial.<br><br>Responsibilities:<br>• Coordinate and manage case files, ensuring all documentation is accurate and up-to-date.<br>• Handle intake processes and organize medical records for ongoing cases.<br>• Prepare and file legal documents electronically, adhering to court deadlines and procedures.<br>• Maintain and update calendars, scheduling hearings, deadlines, and client meetings.<br>• Support discovery processes, including gathering information and drafting responses.<br>• Assist with trial preparation, including organizing exhibits and coordinating logistics.<br>• Manage dictation and transcription tasks with precision and timeliness.<br>• Communicate effectively with clients, attorneys, and other legal professionals.<br>• Utilize case management software to track deadlines and ensure compliance with California legal protocols.
<p>Are you a strategic thinker, master communicator, and calendar management guru? We’re seeking an exceptional Executive Assistant to join our team in the Concord, CA area and support senior leadership in a fast-paced, highly impactful environment.</p><p><br></p><p><strong>Why You’ll Love This Role:</strong> You’ll go beyond classic administrative duties and play a key part in driving operational efficiency. You’ll manage complex schedules, solve problems proactively, and serve as the go-to resource for executive support—helping our leaders stay focused on what matters most.</p><p><strong>What the Executive Assistant Will Do:</strong></p><ul><li>Coordinate and optimize busy executive calendars, ensuring meetings, appointments, and priorities are seamlessly managed</li><li>Anticipate needs and proactively remove roadblocks, using strategic thinking to support leaders’ goals</li><li>Prepare materials and organize travel, meetings, presentations, and communications with professionalism and attention to detail</li><li>Serve as a trusted liaison between executives and internal/external partners, drafting essential correspondence and organizing briefings</li><li>Maintain confidential documents, process expenses, and contribute to process improvements across teams</li><li>Support workflow automation initiatives and leverage digital tools to maximize productivity</li><li>Tackle challenges before they arise—your problem-solving skills will set you apart!</li></ul><p>If you are interested in this Executive Assistant position, please submit your application today.</p>
We are looking for an Associate Attorney to join our dynamic Insurance Coverage team in San Francisco, California. This position offers the opportunity to work on complex insurance coverage matters, including litigation and alternative dispute resolution, while collaborating in a supportive and fast-paced environment. The role is ideal for someone passionate about delivering exceptional legal services and eager to grow.<br><br>Responsibilities:<br>• Provide legal counsel to insurers on coverage issues, litigation strategies, and alternative dispute resolution processes.<br>• Prepare and review legal documents, including pleadings, motions, and briefs, to support case development and resolution.<br>• Represent clients in court proceedings, mediations, and arbitrations to advocate for favorable outcomes.<br>• Conduct thorough legal research and analysis to ensure compliance with regulations and precedents.<br>• Collaborate with team members to develop case strategies and share insights for effective resolution.<br>• Manage multiple cases efficiently while maintaining attention to detail and meeting deadlines.<br>• Build and maintain strong client relationships to understand their needs and deliver tailored solutions.<br>• Stay informed about changes in insurance laws and policies to provide up-to-date counsel.<br>• Participate in remote or hybrid work settings, leveraging technology to maintain productivity.<br>• Ensure adherence to ethical standards in all legal practices.
<p><strong>Want to learn more?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — let’s explore whether this opportunity aligns with your next career move.</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking an <strong>Accounting & Tax Manager</strong> to support a sophisticated, multi‑entity family office. This role leads end‑to‑end accounting, reporting, investment administration, compliance, and tax functions across a diverse portfolio of entities. The ideal candidate brings deep technical expertise, strong leadership skills, and a service mindset suited for complex, high‑touch client environments. You will be a key contributor to financial stewardship and operational excellence, partnering closely with internal stakeholders and external advisors.</p><p><br></p><p><strong>Primary Responsibilities</strong></p><p><strong>Client & Advisory Support</strong></p><ul><li>Collaborate across tax, estate, trust, insurance, and investment disciplines to deliver integrated client solutions.</li><li>Prepare clear, accurate, and customized reporting packages.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Supervise, train, and mentor accounting and administrative team members.</li><li>Manage outsourced providers while maintaining a strong client‑service orientation.</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 processes.</li><li>Prepare and review financial statements, including cash‑flow analyses and budget‑to‑actuals.</li><li>Maintain reconciliations, coding accuracy, documentation, and audit support.</li><li>Enhance financial systems, internal controls, and reporting workflows.</li></ul><p><strong>Planning & Analysis</strong></p><ul><li>Lead budgeting, forecasting, and financial planning across multiple entities.</li><li>Evaluate financial and cash‑flow results and deliver actionable insights.</li><li>Develop liquidity strategies aligned with broader wealth‑management objectives.</li></ul><p><strong>Compliance & Risk Management</strong></p><ul><li>Ensure compliance with SEC, RIA, and relevant federal, state, and local regulations.</li><li>Oversee tax filings, estimated payments, 1099 reporting, and coordination with external tax 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 responsibilities for pooled investment vehicles.</li><li>Partner with external administrators and support investment‑related reporting.</li></ul><p><strong>Additional Duties</strong></p><ul><li>Contribute to special projects that enhance departmental and organizational operations.</li><li>Maintain strict confidentiality and professional discretion when handling sensitive financial information.</li></ul>
<p>Established tech company is seeking a skilled <strong>Contracts Manager</strong> to join our team in San Jose, California. This Contract Manager position requires a proactive and detail-oriented individual to handle a high volume of contracts with fast turnaround times. The ideal candidate will possess expertise in commercial contracts, demonstrating both pragmatism and responsiveness in their approach. This is a hybrid role, with on-site work required twice a week. If you're looking to join a flexible team that will keep you busy, this is the position for you! The ideal candidate will have at least 5+ years of contract management experience, including expertise in contact negotiation. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Review, draft, and negotiate various types of contracts, including NDAs, MSAs, and SOWs.</p><p>• Manage a high volume of contracts while ensuring accuracy and compliance within tight deadlines.</p><p>• Utilize AI tools to streamline contract negotiation processes and improve efficiency.</p><p>• Collaborate with the legal team to maintain and update the contract playbook.</p><p>• Provide support for legal operations tasks to enhance departmental workflows.</p><p>• Ensure all contractual documents align with organizational policies and legal standards.</p><p>• Communicate effectively with internal stakeholders to address contract-related inquiries.</p><p>• Implement best practices for contract management and administration.</p><p>• Monitor and track contract lifecycles to ensure timely renewals and updates.</p>
<p>Robert Half is recruiting an Associate Attorney (Employment Law) for a delightful boutique law firm in downtown San Francisco (can work mostly remotely). This L& E Associate position is about half defense litigation work and half advice & counsel practice. It’s a fantastic opportunity for an experienced employment litigator to manage with autonomy the case load and relationships with human resources managers and executives at the firm’s clients in various industries, life sciences & biotech, AI software and tech startups, small and mid-sized retail and B2B enterprises, and nonprofits. </p><p><br></p><p>Responsibilities include:</p><p>• Defense of single plaintiff, class action, and PAGA litigation concerning labor & employment claims in state and Federal courts;</p><p>• Represent clients in administrative proceedings (e.g., EEOC, DFEH) as well as in arbitration, mediation, and settlement conferences;</p><p>• Conduct workplace investigations;</p><p>• Prepare employee handbooks and management training; and</p><p>• Significant amount of advice & counsel and HR compliance work.</p><p><br></p><p>Qualifications:</p><p>• 2++ years of employment litigation practice, including handling wage & hour lawsuits;</p><p>• Experience conducting and defending depositions and arguing dispositive motions;</p><p>• Active and in good standing with State Bar of California; and</p><p>• Strong work ethic & good sense of humor.</p><p><br></p><p>This is a unique, up-and-coming law firm (with very friendly, good-natured shareholders and team) offering partnership track and ample legal secretary support, and true pro bono practice. Salary range is $140,000 – 230,00/yr, DOE, and year-end bonus as well as production bonuses. Comprehensive employment benefits package includes M/D/V insurance, 401k Plan, paid vacation, fun teambuilding events, and very flexible telecommute policy. </p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, VP for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Lead Advisor – Wealth Management</strong></p><p><br></p><p><strong>About Us</strong></p><p>We are a growing wealth management firm dedicated to helping successful individuals, families, and businesses achieve clarity and confidence in their financial future. With approximately $600M in assets under management and an average client size of $1.5M, we deliver more than incremental returns — we provide a holistic, strategic approach to wealth planning.</p><p><br></p><p><strong>The Role</strong></p><p>As a <strong>Lead Advisor</strong>, you’ll play a key role in supporting senior advisors and managing client relationships. This position requires strong financial planning knowledge, excellent communication skills, and the ability to thrive in a dynamic environment. You’ll act as a strategic partner, manage projects, and help deliver tailored financial plans and investment strategies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a high-level project manager and client liaison</li><li>Build customized financial plans and investment strategies</li><li>Participate in client meetings and manage follow-up actions</li><li>Oversee client onboarding and strengthen relationships</li><li>Manage CRM, client communications, and operational workflow</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Exposure to all aspects of wealth management</li><li>Opportunity for future direct client engagement</li><li>Support for FINRA exams and CFP certification</li><li>Collaborative team culture and work-life balance</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Venture Capital Firm| SF Bay Area| Remote</strong></p><p> </p><p>Join an innovative multi-stage investment firm shaping the future of work, consumer tech, cybersecurity, and developer infrastructure. This is a hands-on role for an experienced accounting professional ready to support both fund and management company accounting, gain exposure to complex deal structures, and help drive financial strategy. The team values ownership, collaboration, and innovation, offering opportunities to lead process improvements and work closely with internal and external stakeholders.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain fund accounting ledgers, track capital calls, distributions, and investment activity</li><li>Prepare monthly/quarterly fund financials, NAVs, and management company statements</li><li>Partner with auditors, tax advisors, and fund administrators to ensure accurate reporting</li><li>Support valuations, portfolio metrics, and audit/tax processes</li><li>Oversee daily operations: general ledger, cash management, AP, and expense processing</li><li>Lead month-end and quarter-end closes, budgets, forecasts, and variance analyses</li><li>Drive automation, process improvements, and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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 Advisor</strong></p><p>Are you a detail-oriented professional with a passion for client service and financial planning? We’re seeking a <strong>Lead Advisor</strong> to act as a strategic partner and project manager, supporting senior advisors and delivering exceptional client experiences.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Gain exposure to all aspects of wealth management.</li><li>Work closely with high-net-worth clients and senior advisors.</li><li>Enjoy a collaborative team culture and strong work-life balance.</li><li>Benefit from company-sponsored FINRA exams and CFP® support.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Act as a high-level project manager for client cases, managing tasks and timelines.</li><li>Build tailored financial plans and investment strategies using planning software.</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and onboarding processes.</li><li>Prepare investment reviews, insurance proposals, and financial recommendations.</li><li>Oversee CRM data, client paperwork, and operational workflows.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller| Venture Capital | SF | Hybrid </strong></p><p><br></p><p>Our client is a venture capital firm investing in enterprise software, fintech, and emerging tech. With a lean, collaborative culture, the team focuses on strategic thinking, adaptability, and long-term value creation.</p><p> </p><p>Join a fast-growing team where your work has visible impact. Competitive pay, bonus, and equity, plus close collaboration with senior leadership, make this a high-ownership role in shaping the finance function.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administration: closes, audits, tax, and valuations</li><li>Manage financial operations: budgeting, forecasting, reporting, and treasury</li><li>Maintain systems for deal tracking, portfolio monitoring, and fund analytics</li><li>Prepare LP communications, management reports, and audit/tax materials</li><li>Coordinate with external partners and internal teams to ensure accuracy and compliance</li><li>Support fundraising and due diligence activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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>Accounting Manager</strong></p><p>Are you an experienced accounting professional looking to take ownership of critical financial operations in a dynamic environment? We’re seeking an <strong>Accounting Manager</strong> to lead management company accounting and drive process improvements for a growing, innovative organization.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Play a key role in shaping and evolving the accounting function.</li><li>Join a collaborative, high-performing finance team that values integrity and professional growth.</li><li>Work in a hybrid model with competitive compensation and benefits.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare quarterly and annual financial statements with accuracy and rigor.</li><li>Manage cash operations, payments, distributions, and general ledger for the management company.</li><li>Oversee accounts payable, payroll, and 401(k) administration.</li><li>Partner with tax and compliance teams to ensure smooth filings and processes.</li><li>Drive budgeting, forecasting, and process improvements, including automation and system enhancements.</li><li>Strengthen internal controls and support fund accounting operations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary and annual bonus.</li><li>Comprehensive health, life, and disability coverage.</li><li>Attractive 401(k) plan.</li><li>Hybrid work flexibility.</li><li>Supportive team culture with opportunities for growth.</li></ul>
<p><strong>Are you a confident, self-driven litigator who thrives in a fast-paced environment and wants the flexibility of working 100% remotely?</strong></p><p><br></p><p>We’re partnering with a highly respected plaintiff-side firm seeking an experienced Senior Litigation Attorney to support a lead partner on asbestos and complex civil litigation matters. This is a long-term contract opportunity with immediate start and consistent workload.</p><p>This role is ideal for an attorney who enjoys taking ownership of cases, working independently, and being a true right hand to the partner.</p><p><br></p><p><strong><u>What You’ll Be Doing:</u></strong></p><ul><li>Managing a high-volume litigation caseload from pleadings through motion practice</li><li>Drafting and arguing motions, discovery, and other law & motion matters</li><li>Conducting in-depth legal research and writing</li><li>Strategizing with the lead partner on case direction and deadlines</li><li>Operating independently in a fully remote environment while meeting aggressive timelines</li><li>Working 40+ hours per week, with overtime available and expected during busy periods</li></ul>
<p><strong>Natalie Lue with Robert Half is recruiting for an HR Manager . This is a full-time permanent role based in San Francisco with a hybrid/onsite schedule.</strong></p><p> </p><p>About the Role</p><p>This role encompasses HR functions that are critical to the smooth operation of our firm, from maintaining compliance to employee relations and performance management. You'll thrive on building strong relationships with staff, ensuring their well-being, and supporting strategic HR functions tailored to a legal-services environment.</p><p> </p><p>Responsibilities</p><p><em> </em></p><p><em>Employee Relations and Well-Being</em></p><ul><li>Actively check in with staff, fostering a supportive environment to ensure team members feel heard and valued.</li><li>Maintain positive employee relationships and resolve issues promptly to support workplace satisfaction and retention</li></ul><p><em> </em></p><p><em>Policy and Handbook Management</em></p><ul><li>Manage, update, and enforce the firm’s Employee Handbook to ensure alignment with best practices, current employment laws, and established firm policies.</li><li>Collaborate with the Management Committee and other stakeholders for policy updates and approvals.</li><li>Ensure accessibility and usability of the handbook for all employees.</li></ul><p><em> </em></p><p><em>Performance Evaluation Program</em></p><ul><li>Maintain and actively manage performance evaluation processes tailored to attorneys, staff, and partners.</li><li>Manage systems like Microsoft Forms to ensure seamless execution of reviews.</li></ul><p> </p><p><em>HR Administration and Compliance</em></p><ul><li>Oversee HR functions specific to legal firms, ensuring adherence to industry-standard policies and procedures.</li><li>Build and maintain strong collaborations with the firm’s Hiring Committees in talent acquisition processes.</li></ul><p> </p><p><em>Benefits Administration</em></p><ul><li>Liaise with the Benefits Broker to ensure comprehensive employee benefits administration.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p><p> </p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>SENIOR ACCOUNTANT</strong></p><p><strong>120K-135K+BONUS+EQUITY</strong></p><p><br></p><p>Publicly traded, global software company is seeking a strong Sr. Accountant to join their dynamic team. This is an exciting fast paced environment with growth potential. </p><p>Responsibilities:</p><ul><li>Responsible for general ledger, intercompany entries</li><li>Preparation of month end close</li><li>Preparation of monthly consolidated financial statements</li><li>Monthly and quarterly research, track, and document GAAP compliance for revenue related items such as ASC 606</li><li>Post journal entries, review general ledger accounts, and reconcile balance sheet accounts</li><li>Support accounts payable and assisting with audits</li><li>Prepare and review monthly/ quarterly/yearly fluctuation analysis over income statement, balance sheet and cash flow</li><li>Research technical accounting issues and draft accounting position memos as necessary</li><li>Assist with M& A transactions</li></ul><p><br></p>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and share your resume with <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>We’re looking for an experienced <strong>Senior Tax Preparer</strong> to support high-net-worth clients with complex tax needs and advanced planning strategies. While tax preparation will be the primary focus during busy season, you’ll also contribute to year-round tax planning, client communication, and selective business development initiatives.</p><p>The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax-focused <strong>CPA</strong> with strong technical expertise, sound judgment, and the confidence to operate independently in a client-facing advisory environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of individual tax returns (primarily Form 1040); experience with 1041 and 1065 is a strong plus</li><li>Communicate directly with clients to gather documentation and ensure a smooth, proactive tax prep experience</li><li>Prepare detailed tax analyses, projections, and estimated tax calculations</li><li>Explain complex tax issues in clear, practical terms while ensuring compliance with all filing requirements</li><li>Stay current on tax law changes and recommend strategies to improve client outcomes</li><li>Provide internal guidance to wealth advisors on tax-related questions and planning opportunities</li><li>Knowledge of estate and gift tax planning is highly valued</li><li>California return experience required; multi-state exposure preferred</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>$75 monthly wellness allowance</li><li>Commuter benefits</li><li>Paid parental leave: up to 12 weeks at 100% salary</li><li>Tuition reimbursement + annual learning stipend</li></ul>
<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>Senior Tax Preparer</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A purpose‑driven wealth management firm providing holistic financial, investment, and tax services to individuals, families, and foundations. The firm emphasizes impact, community engagement, and values‑based client service, with offices across major U.S. cities. The tax team supports a high‑net‑worth client base with sophisticated and personalized planning needs.</p><p><br></p><p><strong>The Role</strong></p><p>The Senior Tax Preparer plays a key role in delivering accurate, high‑quality tax preparation and planning support. This position is ideal for an Enrolled Agent (or tax‑focused CPA) with strong direct experience serving high‑net‑worth clients. The role is heavily focused on 1040 preparation during tax seasons, with planning and client support responsibilities throughout the year.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare individual tax returns (1040‑focused); experience with 1041/1065 a plus.</li><li>Liaise directly with clients to gather documentation and ensure a seamless experience.</li><li>Prepare tax projections, estimated payments, and analysis.</li><li>Explain tax issues and compliance requirements directly to clients.</li><li>Stay current on tax law changes and identify planning opportunities.</li><li>Support internal advisors with tax education and insights.</li><li>Provide guidance across multiple tax areas (estate & gift, multi‑state, capital gains, 1031, QSBS, charitable planning, stock comp, etc.).</li></ul><p><strong>Benefits</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>High‑deductible health plan with HSA</li><li>Wellness allowance ($75/month)</li><li>Employee assistance program</li><li>401(k) with 3% match</li><li>Commuter benefits</li><li>Parental bonding leave (up to 100% pay for 12 weeks)</li><li>Bereavement leave (including pets)</li><li>Birthday PTO</li><li>Volunteer PTO (1 day per quarter)</li><li>Learning & development stipend (up to $1,000 annually)</li><li>Monthly cell phone allowance ($75/month)</li></ul>
