- Robert Half Finance & Accounting (San Jose, CA)
- …A growing and client-focused financial services firm is seeking an experienced and motivated Tax Associate to join its collaborative team. This is a full-time, ... a meaningful impact in a dynamic and professional environment. About the Role: As a Tax Associate , you will be responsible for preparing and reviewing a wide… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …capital firm investing in frontier technologies-including crypto and AI-is seeking a Finance Associate with a strong focus on tax operations. This role offers ... dynamic team that values innovation, precision, and strategic thinking. The Finance Associate will collaborate directly with senior leadership, controllers, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time permanent role based ... as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This ... daily operations + Support client‑run foundations and philanthropic initiatives + Track tax workflows and deadlines + Partner with internal teams and external… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Opportunity: Senior Client Service Associate - Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is ... seeking a Senior Client Service Associate to join its...ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Job Posting: Senior Client Service Associate - Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San ... Francisco is seeking a highly motivated Senior Client Service Associate to join its...full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services. About… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …number of ultra-wealthy clients, offering direct investment access, proprietary after- tax planning, and operational infrastructure. The firm's culture emphasizes ... collaboration, customization, and long-term impact. Position Overview The Client Services Associate will support all operational aspects of client service, including… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment ... collaborative environment-fully remote or hybrid from our San Francisco office. Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary… more
- Intuit (San Diego, CA)
- **Overview** Come join the TurboTax Growth Strategy Team as a Staff Corporate Strategy Associate . We are looking for a Staff level manager who will lead new ... strategic objectives, recommendations, and results to cross-functional teams and senior leadership + Demonstrated high levels of ownership, responsibility,… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate ... daily and strategic tasks. Reports to the CEO's Advisory Associate . Key Responsibilities Family Office & Client Administration +...online access + Conduct quarterly reviews and upload K-1s Tax Coordination + Distribute tax documents to… more