Results for Auditassurance Services Associate Jobs in Davis, CA

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Assurance/Audit Sr.

Stockton, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Key Responsibilities • Lead and perform audits, reviews, and compilations in accordance with professional standards and firm policies. • Plan engagement scope and timing, perform risk assessments, and design appropriate audit procedures. • Prepare and review workpapers, ensuring proper documentation and support for conclusions. • Oversee and execute audit procedures for nonprofit organizations, including grant and compliance areas as applicable. • Perform assurance work for employee benefit/pension plans, including testing contributions, distributions, and investments. • Work on affordable housing engagements, including low-income housing entities and related compliance matters. • Assist with engagements for homeowners associations; prior HOA experience a plus. • Draft and review financial statements, footnote disclosures, management letters, and internal control communications. • Supervise, train, and mentor staff, providing clear instructions and timely feedback. • Monitor engagement budgets and timelines; communicate status and issues to managers/partners. • Identify accounting, auditing, and internal control issues, and propose practical solutions to clients. • Assist with implementation of new accounting and auditing standards for assigned clients. Qualifications • Bachelor’s degree in accounting or related field required. • CPA license preferred; candidates actively pursuing licensure considered. • Minimum of 3 years of recent experience in public accounting with a focus on auditing and assurance. • Experience with nonprofit organizations and/or employee benefit plans strongly preferred; affordable housing and HOA experience a plus. • Solid knowledge of U.S. GAAP and generally accepted auditing standards. • Proficiency with Microsoft Office and audit/engagement software. • Strong analytical, organizational, and problem-solving skills. • Effective written and verbal communication skills. • Ability to manage multiple engagements and deadlines. • Team-oriented with demonstrated leadership and supervisory abilities.
2026-10-13T00:00:00Z

Financial Planning Associate

Walnut Creek, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a Financial Planning Associate to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team. ResponsibilitiesFinancial Planning & Advisor Support<ul><li>Partner with Financial Advisors to develop and maintain personalized financial plans for clients.</li><li>Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.</li><li>Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.</li><li>Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.</li><li>Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul>
2026-10-15T00:00:00Z

Financial Planning Associate

Walnut Creek, CA
onsite
Permanent / Full Time
65000 - 80000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Jennifer Fukumae with Robert Half is partnering with a well-established Wealth Management firm in Walnut Creek to add a Financial Planning Associate to its close-knit, collaborative team. This is a great opportunity for someone early in their career who is excited to learn the ins and outs of financial planning, work alongside experienced Advisors, and build a long-term career in Wealth Management. You'll gain hands-on experience, exposure to investment research and financial planning strategies, and the opportunity to grow with a supportive team. Key ResponsibilitiesFinancial Planning & Advisor Support<ul><li>Partner with Financial Advisors to develop and maintain personalized financial plans for clients.</li><li>Collect, organize, and input financial information into planning tools to support accurate client projections and recommendations.</li><li>Review and update financial plans, spreadsheets, and client records to ensure information is current and complete.</li><li>Coordinate meeting preparation, including scheduling, gathering relevant documentation, and preparing planning materials.</li><li>Maintain detailed activity records, client updates, and follow-up items within the firm's CRM.</li><li>Help oversee ongoing planning requests and ensure deliverables are completed within established timelines.</li></ul>Investment Research & Portfolio Analysis<ul><li>Explore investment opportunities, market conditions, and economic trends to support portfolio and planning discussions.</li><li>Review investment portfolios, asset allocations, and performance results to identify trends and areas for further analysis.</li><li>Research financial planning topics such as retirement strategies, tax considerations, IRA accounts, and Roth conversions.</li><li>Translate research and financial data into clear takeaways for Advisors and the broader planning team.</li><li>Stay informed on industry developments, regulatory changes, and market activity that may influence client strategies.</li><li>Contribute to team initiatives and research projects focused on improving planning processes and investment knowledge.</li></ul>
2026-10-16T00:00:00Z

Associate Financial Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Associate Financial Advisor📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Anisa is partnered with a respected, independent wealth management firm with a long-standing reputation for delivering sophisticated financial guidance and exceptional client service. Backed by a stable and growing platform, the firm has built its success on trust, collaboration, and lasting client relationships that span generations. This is an outstanding opportunity for an experienced Associate Financial Advisor to step into an established client base, work alongside seasoned advisors, and play an integral role in helping individuals and families achieve their financial goals. As an Associate Financial Advisor, you'll partner closely with senior advisors to support an established client base while delivering comprehensive financial planning and investment guidance. Key Responsibilities<ul><li>Manage and support a substantial portfolio of client relationships in partnership with senior advisory professionals.</li><li>Develop personalized financial planning recommendations tailored to each client's goals, risk tolerance, and long-term objectives.</li><li>Conduct client meetings and portfolio reviews, providing proactive guidance and advice.</li><li>Assist in creating comprehensive wealth management strategies, including retirement, investment, estate, and risk-planning considerations.</li><li>Build trusted relationships with clients and become a valued resource throughout their financial journey.</li><li>Prepare financial analyses, recommendations, and planning presentations.</li><li>Collaborate with internal team members to deliver a seamless, high-touch client experience.</li><li>Maintain compliance with all regulatory requirements, policies, and industry standards.</li><li>Contribute to business growth initiatives and participate in relationship-development activities.</li></ul>For fastest consideration, please reach out to Anisa Henry via email or LinkedIn.
2026-10-16T00:00:00Z

Corporate Associate

Sacramento, CA
onsite
Permanent / Full Time
160000 - 200000 USD / Yearly
We are looking for a skilled Corporate Associate Attorney to join our detail-oriented services team in Sacramento, California. The ideal candidate will have 1–4 years of experience handling corporate and business transactions, including mergers and acquisitions, entity formations, financing arrangements, and drafting complex commercial agreements. This role offers the opportunity to work closely with senior attorneys and clients from a variety of industries, contributing to their growth and success. Responsibilities: • Provide legal counsel and representation on corporate transactions, including mergers and acquisitions, entity formations, reorganizations, and sales. • Draft, review, and negotiate various transactional documents, such as purchase agreements, shareholder agreements, operating agreements, and commercial contracts. • Conduct thorough legal and due diligence reviews to support corporate transactions and ensure compliance. • Assist with financing transactions by preparing and reviewing loan documents and related agreements. • Collaborate with attorneys across practice groups, including tax and real estate, to address specialized client needs. • Manage multiple assignments and priorities effectively while adhering to deadlines in a dynamic environment. • Communicate clearly and effectively with clients, opposing counsel, and internal teams to facilitate successful outcomes. • Stay updated on changes in corporate law and emerging industry trends to provide informed legal advice.
2026-09-22T00:00:00Z

5 results for Auditassurance Services Associate in Davis, CA