Our client is seeking a Fund Accountant to join their San Francisco-based team where they will report directly to the CFO and Controller. This is a high-impact role offering broad exposure across fund operations, performance reporting, and compliance within an…

Our client is seeking a highly motivated Wealth Management Associate to join their team. This is a unique opportunity for someone early in their career to gain hands-on experience in private wealth management and build a long-term path within a growing, collab…

Our client is seeking a Senior Tax Accountant to join their dynamic team, where they will play a key role in managing complex tax engagements across individuals, corporations, partnerships, estates, and trusts. This is a high-impact position offering significa…

Our client is looking for a Private Client Advisor. You will play a crucial role in coordinating the account opening process both internally and externally. This includes preparing custodian account applications and advisory agreements, as well as setting up a…

Our client is looking for a friendly, organized professional to be the face of our office. You’ll greet guests, manage calls, coordinate meals, stock supplies, handle mail, and keep the office running smoothly. You'll also assist with meetings, special proje…