<p>Robert Half is looking for a detail-oriented Project Accountant for a well-established company. In this role, you will oversee financial processes for construction projects, ensuring accuracy and compliance with company policies and industry standards. This position is ideal for someone who thrives in a fast-paced environment and has a strong background in construction accounting. This is a direct hire position that will work in the office in West Sacramento. If you have additional questions, please call Lisa Cole at 916-649-0832. </p><p><br></p><p>Responsibilities:</p><p>• Manage project-related financial activities, including tracking budgets, expenses, and revenues.</p><p>• Prepare accurate billing and invoicing for construction projects, ensuring timely submissions.</p><p>• Maintain detailed financial records and ensure compliance with relevant accounting standards.</p><p>• Collaborate with project managers to review financial performance and address discrepancies.</p><p>• Generate reports that provide insights into project costs and profitability.</p><p>• Ensure all financial transactions align with company policies and industry regulations.</p><p>• Support audits by providing necessary documentation and explanations.</p><p>• Assist in forecasting and analyzing financial data to support decision-making.</p><p>• Coordinate with vendors and subcontractors to resolve billing and payment issues.</p><p>• Monitor cash flow and ensure proper allocation of resources for ongoing projects.</p>
We are looking for a dedicated HR Generalist to join our team in Lodi, California. This role offers the opportunity to contribute to essential HR functions, including leave management, recruitment, and administrative support. The ideal candidate will bring a strong understanding of HR best practices and a proactive approach to supporting employees and managers.<br><br>Responsibilities:<br>• Manage leave administration processes, ensuring compliance with state and federal leave policies.<br>• Support recruitment efforts by posting job requisitions, reviewing applications, and coordinating interview schedules.<br>• Provide assistance with HR administrative tasks, including maintaining employee records and generating reports.<br>• Collaborate on special HR projects to improve processes and enhance employee engagement.<br>• Serve as a resource for managers and employees regarding HR policies and procedures.<br>• Utilize HRIS systems, such as Workday, to manage and update employee data.<br>• Assist in onboarding new hires, ensuring a smooth transition into the organization.<br>• Address basic employee relations inquiries and escalate complex issues as needed.<br>• Support benefit administration functions, including enrollment and employee communications.
We are looking for an experienced Full Charge Bookkeeper to join a construction company in Walnut Creek, California. In this role, you will oversee the entire accounting cycle while ensuring financial accuracy and compliance with industry standards. This is an excellent opportunity for a detail-oriented individual with strong expertise in construction accounting.<br><br>Responsibilities:<br>• Manage all aspects of bookkeeping, including accounts payable, accounts receivable, and general ledger maintenance.<br>• Perform bank reconciliations and ensure accuracy in financial records.<br>• Process payroll and handle job costing, including reporting for union and non-union labor.<br>• Prepare monthly and year-end financial statements and reports for management review.<br>• Handle billing, subcontractor payments, lien releases, and draws in accordance with project schedules.<br>• Track and reconcile construction project costs, change orders, and expense allocations.<br>• Collaborate with project managers to ensure cost reporting accuracy and adherence to budgets.<br>• Ensure compliance with state and federal regulations, including certified payroll reporting and prevailing wage laws.<br>• Assist in preparing documentation for audits, tax filings, and project close-outs.<br>• Utilize accounting software such as QuickBooks, Sage, or similar tools to manage financial tasks efficiently.
<p><strong>Accounts Receivable Specialist </strong></p><p><strong>Employment Type:</strong> Full-Time | Contract-to-Hire </p><p><strong>Compensation:</strong> $25 - $32 </p><p> </p><p><strong>About the Role</strong></p><p>Are you an experienced <strong>Accounts Receivable Specialist</strong> with a background in <strong>construction accounting</strong>? Robert Half is partnering with a top-tier construction company in the Livermore area to find a skilled and talented accounts receivable specialist to join their team. This is your opportunity to bring your talents to a dynamic, fast-paced environment and support projects that shape local communities.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the accounts receivable process, including invoicing, collections, and cash application to ensure timely and accurate processing.</li><li>Monitor accounts for discrepancies, research client account issues, and resolve billing inquiries.</li><li>Reconcile client accounts, including project-based billing for construction contracts and retained earnings.</li><li>Prepare AR aging reports and track outstanding payments to maintain company cash flow targets.</li><li>Partner with the project management and accounting teams to verify compliance with construction contracts, lien waivers, and retainage requirements.</li><li>Ensure adherence to GAAP and construction accounting standards in AR functions.</li></ul><p><br></p>
<p><strong>Job Summary:</strong></p><p>The Payroll Specialist is responsible for processing and managing payroll operations to ensure employees are paid accurately and on time. This role supports compliance with federal, state, and local regulations while maintaining payroll records, resolving discrepancies, and assisting with reporting and audits.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process full-cycle payroll on a weekly, biweekly, or semi-monthly basis</li><li>Review and validate timesheets, earnings, deductions, and payroll changes for accuracy</li><li>Maintain and update employee payroll records, including new hires, terminations, and status changes</li><li>Ensure compliance with applicable wage and hour laws, tax regulations, and company policies</li><li>Calculate and process bonuses, commissions, garnishments, and benefit deductions</li><li>Reconcile payroll reports and general ledger accounts related to payroll</li><li>Prepare payroll-related journal entries and assist with month-end close</li><li>Respond to employee inquiries regarding pay, deductions, and payroll discrepancies</li><li>Support audits by providing payroll documentation and reports as requested</li><li>Generate standard and ad hoc payroll reports for management</li></ul><p><br></p>
<p>We are looking for an experienced Human Resources (HR) Manager to support a growing organization in Stockton, California. This Contract to permanent position will lead key HR operations with a strong focus on employee relations, union collaboration, payroll administration, benefits oversight, and policy guidance. The role requires sound judgment, a hands-on approach to resolving workplace matters, and the ability to manage multiple HR programs while partnering closely with leaders across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Advise supervisors and department leaders on employee relations matters, workplace policies, coaching strategies, and appropriate documentation for performance concerns.</p><p>• Conduct workplace reviews and investigations, prepare findings, and recommend corrective actions or disciplinary steps when needed.</p><p>• Administer labor relations activities in a union setting, including grievance handling, contract interpretation, and support during collective bargaining efforts.</p><p>• Oversee payroll-related HR processes, including reporting and maintaining accurate employee status changes such as new employee additions, separations, compensation updates, and retirements.</p><p>• Manage health and welfare programs by coordinating enrollments, vendor communication, billing reviews, audits, and annual open enrollment activities.</p><p>• Evaluate benefits offerings and survey data to identify improvements that align with compliance standards, cost considerations, and market trends.</p><p>• Maintain organized personnel records and strengthen document retention practices to ensure secure, accurate, and compliant file management.</p><p>• Lead recruitment and onboarding activities, including job posting coordination, interview scheduling, background screening, and new employee orientation.</p><p>• Support the administration and improvement of HR systems such as attendance tracking and performance management tools, while troubleshooting issues for staff and managers.</p><p>• Coordinate employee training initiatives and contribute to special HR projects that support organizational goals.</p>
<p>We are looking for a skilled Accounting Manager to oversee financial operations and reporting for multiple entities in Gold River, California. This role requires an experienced and detail-oriented individual with expertise in complex accounting processes, budgeting, and compliance. The ideal candidate will excel in leadership, process improvement, and providing strategic financial insights.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounting operations across multiple entities, ensuring accurate oversight of accounts payable, accounts receivable, and general ledger activities.</p><p>• Prepare and review financial statements, including profit-and-loss reports, expense documentation, and consolidated financial summaries.</p><p>• Develop comprehensive budgets and monitor financial performance through monthly, quarterly, and annual reporting.</p><p>• Conduct internal audits to ensure compliance with policies and tax regulations, maintaining precision in recordkeeping.</p><p>• Analyze and refine accounting workflows to enhance efficiency and resolve discrepancies, including historical transaction cleanup.</p><p>• Supervise specialized accounting tasks such as journal entries, accruals, amortizations, and depreciation.</p><p>• Oversee complex financial transactions related to real estate, including self-funded loans and partner capital sales.</p><p>• Mentor and lead the accounting team, fostering a culture of accountability and detail-oriented development.</p><p>• Collaborate with senior leadership to deliver strategic insights and financial guidance.</p><p>• Prepare and maintain multi-entity cash flow forecasts to ensure optimal financial planning.</p><p><br></p><p>If you possess the above skills and experience and are looking for a great opportunity to work for a quickly growing company, please send your resume through LinkedIn to Howard Santos today!</p>
The Senior Accountant plays a critical role in the finance and accounting team by managing the day-to-day accounting activities, ensuring accurate financial reporting, and maintaining compliance with internal controls and regulatory requirements. This position is responsible for performing complex accounting tasks, supporting monthly and year-end close processes, and collaborating with cross-functional teams to support strategic business objectives. <br> Oversee general ledger activities, including journal entries, reconciliations, and account analysis. Prepare, review, and analyze financial statements in accordance with GAAP or relevant standards. Manage month-end and year-end close processes, ensuring timely and accurate results. Coordinate with external auditors and assist with audit preparation and documentation. Ensure compliance with company accounting policies and procedures, as well as local, state, and federal regulations. Lead or participate in process improvement initiatives to enhance efficiency and accuracy in financial operations. Mentor and support entry level accounting staff as needed. Prepare supporting schedules and variance analyses to assist management with financial planning and decision-making. Support implementation and optimization of financial systems and tools (such as SAP, Oracle NetSuite, Microsoft D365, QuickBooks, etc.).
<p>Lisa Cole with Robert Half is looking for a detail-oriented Staff Accountant to join a growing company in Sacramento. In this role, you will play a key part in maintaining accurate financial records, and supporting various financial processes. If you have a strong background in accounting and a passion for contributing to a collaborative team environment, we want to hear from you.</p><p><br></p><p>Responsibilities:</p><p>• Assist in month-end and year-end closing processes by recording and reconciling transactions to ensure accurate financial reporting.</p><p>• Post general ledger entries and maintain proper documentation for financial transactions.</p><p>• Conduct monthly balance sheet reconciliations, identifying and resolving discrepancies to maintain accurate accounts.</p><p>• Record daily bank transactions and perform monthly bank reconciliations to ensure all activities are correctly reflected.</p><p>• Prepare and file sales and use tax returns in compliance with local, state, and federal regulations.</p><p>• Manage property tax filings and ensure timely submission of required documents.</p><p>• Oversee contractor and business license applications and renewals, ensuring compliance with relevant regulations.</p><p>• Maintain fixed asset records, including acquisitions, disposals, and depreciation schedules.</p><p>• Assist in preparing financial statements and supporting year-end audit processes by organizing necessary documentation.</p><p>• Perform variance analysis on income statements and assist with budget preparation to align with company objectives.</p>
<p>We are looking for a highly organized and detail-oriented Senior Project Accountant to join our team in Sacramento, California. This role is integral to the financial operations of our construction company, focusing on job costing, progress billing, and compliance within the industry. The ideal candidate will collaborate closely with the Controller to ensure accurate reporting, project analysis, and financial integrity.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Manage and track costs associated with multiple construction projects, ensuring accurate allocations for labor, materials, and subcontractor expenses.</p><p>• Collaborate with project managers to monitor budgets, analyze job profitability, and identify financial variances.</p><p>• Prepare and submit progress billings, including tracking retainage and change orders, while adhering to contract terms.</p><p>• Support month-end and year-end close processes by reconciling general ledger accounts and preparing journal entries.</p><p>• Assist in generating financial reports and schedules to support internal and external reporting needs.</p><p>• Serve as a backup for certified payroll reporting, ensuring compliance with prevailing wage requirements.</p><p>• Maintain accurate documentation to support audits, inspections, and internal controls.</p><p>• Work with the Controller on audits, insurance reviews, and financial performance evaluations.</p><p>• Ensure compliance with local, state, and federal regulations related to construction accounting.</p>
We are looking for an HR Generalist to support a broad range of people operations activities for our pipeline organization in Stockton, California. This role partners with employees and managers to deliver responsive HR support, promote consistent practices, and help maintain a positive workplace experience. The position is well suited for someone who can balance employee support, administrative accuracy, and day-to-day coordination across core HR programs.<br><br>Responsibilities:<br>• Address routine employee relations concerns by gathering information, documenting issues, and working toward timely resolution within established HR guidelines.<br>• Refer sensitive or higher-risk employee matters to senior HR leaders when additional review or intervention is needed.<br>• Advise employees and supervisors on company policies, standard procedures, and everyday HR-related questions to encourage consistent application across teams.<br>• Support the performance management cycle by organizing timelines, assisting with documentation, and helping managers stay aligned with review expectations.<br>• Contribute to employee engagement efforts by helping administer surveys, tracking feedback themes, and monitoring progress on follow-up actions.<br>• Coordinate onboarding activities for new team members, including paperwork, scheduling, and orientation support, to create a smooth introduction to the organization.<br>• Manage offboarding steps such as documentation, internal coordination, and compliance-related tasks to ensure an orderly separation process.<br>• Provide administrative support for benefits, leave programs, and retirement plan inquiries while maintaining accurate employee records in HR systems.<br>• Arrange training sessions and assist with internal HR communications that reinforce workplace expectations, programs, and company culture.<br>• Identify opportunities to improve HR workflows, reporting, and process consistency to strengthen operational efficiency across the organization.
<p><strong>Payroll Specialist</strong></p><p><strong>Employment Type:</strong> Contract to Perm </p><p><strong>Compensation:</strong> $30 - $38 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to find an experienced <strong>Payroll Specialist</strong>. In this role, you will play a crucial part in ensuring employees are compensated accurately and on time while maintaining compliance with payroll regulations. This is a fantastic opportunity to advance your payroll career while working closely with a supportive and collaborative team.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Process semi-monthly, biweekly, or weekly payroll for employees, ensuring accuracy and timeliness.</li><li>Maintain payroll records, including wage adjustments, benefit deductions, and tax withholding.</li><li>Review and reconcile payroll reports to ensure compliance with labor laws and regulations.</li><li>Respond promptly to employee inquiries about payroll, deductions, or tax issues.</li><li>Assist with annual reporting requirements, including W-2 and 1099 processing.</li><li>Calculate and process bonuses, overtime, and commissions where applicable.</li><li>Collaborate with HR to ensure accurate onboarding of employee information.</li><li>Stay updated on payroll laws and regulations, including applicable state or regional requirements.</li><li>Assist with audits and liaise with external auditors or agencies when necessary.</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite</strong></p><p> </p><p>Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.</p><p>This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Purchasing Manager to oversee procurement activities and ensure the efficient sourcing of materials and supplies. This role requires 5+ years' experience in purchasing with strong strategic planning, supplier management, and a commitment to optimizing costs while maintaining high-quality standards. Join our team in Woodland, California, to play a pivotal role in driving purchasing excellence.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement purchasing strategies that align with organizational goals and budget requirements.</p><p>• Evaluate and select suppliers based on quality, reliability, and cost-effectiveness.</p><p>• Negotiate contracts and agreements to secure favorable terms with vendors.</p><p>• Monitor inventory levels to ensure timely procurement and avoid supply chain disruptions.</p><p>• Analyze purchasing data to identify trends and opportunities for cost savings.</p><p>• Collaborate with internal departments to meet their material and supply needs.</p><p>• Ensure compliance with relevant regulations and company policies in all procurement activities.</p><p>• Maintain accurate records of purchases, contracts, and supplier evaluations.</p><p>• Address and resolve any issues related to supplier performance or delivery delays.</p><p>• Continuously assess and improve purchasing processes to enhance efficiency.</p>
<p>We are looking for a detail-oriented Staff Accountant to join our team in Walnut Creek, California. In this role, you will play a key part in maintaining accurate financial records and ensuring compliance with tax regulations. Your expertise will contribute to the smooth operation of our accounting processes and enhance overall financial management.</p><p><br></p><p>Responsibilities:</p><ul><li>Reconcile general ledger accounts and support month- and year-end close</li><li>Assist with financial statements and management reporting</li><li>Process and verify vendor invoices </li><li>Maintain vendor files and ensure timely payments</li><li>Maintain depreciation schedules and capital spending</li><li>Support budgeting and forecasting activities</li><li>Maintain audit documentation and ensure compliance with company policies and regulations</li><li>Support regulatory reporting</li></ul>
Key Responsibilities<br>• Lead and perform audits, reviews, and compilations in accordance with professional standards and firm policies.<br>• Plan engagement scope and timing, perform risk assessments, and design appropriate audit procedures.<br>• Prepare and review workpapers, ensuring proper documentation and support for conclusions.<br>• Oversee and execute audit procedures for nonprofit organizations, including grant and compliance areas as applicable.<br>• Perform assurance work for employee benefit/pension plans, including testing contributions, distributions, and investments.<br>• Work on affordable housing engagements, including low-income housing entities and related compliance matters.<br>• Assist with engagements for homeowners associations; prior HOA experience a plus.<br>• Draft and review financial statements, footnote disclosures, management letters, and internal control communications.<br>• Supervise, train, and mentor staff, providing clear instructions and timely feedback.<br>• Monitor engagement budgets and timelines; communicate status and issues to managers/partners.<br>• Identify accounting, auditing, and internal control issues, and propose practical solutions to clients.<br>• Assist with implementation of new accounting and auditing standards for assigned clients.<br>Qualifications<br>• Bachelor’s degree in accounting or related field required.<br>• CPA license preferred; candidates actively pursuing licensure considered.<br>• Minimum of 3 years of recent experience in public accounting with a focus on auditing and assurance.<br>• Experience with nonprofit organizations and/or employee benefit plans strongly preferred; affordable housing and HOA experience a plus.<br>• Solid knowledge of U.S. GAAP and generally accepted auditing standards.<br>• Proficiency with Microsoft Office and audit/engagement software.<br>• Strong analytical, organizational, and problem-solving skills.<br>• Effective written and verbal communication skills.<br>• Ability to manage multiple engagements and deadlines.<br>• Team-oriented with demonstrated leadership and supervisory abilities.
We are looking for a skilled Controller to oversee and manage the financial operations of our organization in Walnut Creek, California. This role is critical in ensuring the accuracy of accounting records, maintaining compliance with financial regulations, and providing strategic insights to support business growth. The ideal candidate will possess strong leadership skills and have a deep understanding of accounting practices and financial management.<br><br>Responsibilities:<br>• Supervise daily accounting functions, including general ledger activities, payroll processing, and bank reconciliations.<br>• Ensure compliance with company policies and regulatory standards in maintaining accurate accounting records.<br>• Lead month-end and year-end closing processes, ensuring all financial data is reconciled and accurately recorded.<br>• Design, implement, and monitor internal controls to safeguard assets and enhance the reliability of financial reporting.<br>• Oversee tax compliance and the preparation of regulatory filings to meet legal requirements.<br>• Manage corporate governance and enforce adherence to financial policies and procedures.<br>• Monitor and manage cash flow to ensure operational liquidity and support capital expenditures.<br>• Provide data-driven financial insights and recommendations to assist with strategic planning and business decisions.<br>• Handle additional tasks and responsibilities as directed by the Managing Partners.
<p>We are offering an opportunity for a Senior Tax Accountant in Sacramento, California, United States. This role is crucial in managing relationships with clients and handling various accounting tasks within our organization. It is a chance to work in a dynamic environment, where you will be responsible for ensuring the accuracy and efficiency of our financial operations. This opportunity is hybrid and offers a great compensation and benefits package. </p><p><br></p><p>For immediate consideration, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage and build relationships with clients.</p><p>• Oversee and perform accounting and bookkeeping tasks.</p><p>• Utilize QuickBooks for various financial operations.</p><p>• Handle inquiries related to tax, payroll, and sales for small businesses.</p><p>• Ensure accurate and efficient processing of customer credit applications.</p><p>• Maintain and update customer credit records regularly.</p><p>• Show initiative in anticipating and resolving potential problems.</p><p>• Exercise good judgment and decision-making skills in handling customer accounts.</p><p>• Prioritize and manage multiple tasks effectively and independently.</p><p>• Implement month-end close procedures for customer accounts.</p>
We are looking for an experienced Technical Writer to join our team on a long-term contract basis. In this role, you will develop, manage, and maintain clear and user-friendly documentation to support IT systems, applications, and business processes. Based in Rancho Cordova, California, this position collaborates with various stakeholders to ensure high-quality documentation that meets organizational standards and compliance requirements.<br><br>Responsibilities:<br>• Create and maintain technical documentation, including user guides, standard operating procedures (SOPs), technical specifications, release notes, and knowledge base articles.<br>• Collaborate with subject matter experts (SMEs), developers, project managers, and other stakeholders to gather and translate complex technical information into accessible content.<br>• Apply and enforce organizational documentation standards, templates, and style guides to ensure consistency and clarity.<br>• Organize and manage documentation within systems like SharePoint to improve accessibility and usability.<br>• Update and revise documentation as needed to reflect changes in systems, processes, or project requirements.<br>• Conduct interviews and working sessions with technical and business teams to capture detailed requirements and updates.<br>• Support IT projects by providing documentation throughout the system development lifecycle, including project closeout and knowledge transfer.<br>• Train and guide team members on documentation best practices and style consistency.<br>• Maintain version control and ensure compliance with governance, security, and regulatory standards.<br>• Contribute to continuous improvement initiatives by identifying opportunities to enhance documentation processes.
<p>We are seeking a detail-oriented and collaborative <strong>Human Resources Generalist</strong> to support day-to-day HR operations and partner closely with leadership across multiple locations in the Greater Sacramento and Central California region. This is an <strong>on-site role</strong> in Sacramento that requires strong teamwork with managers and field operations.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Support recruiting, interviewing, and onboarding efforts</li><li>Assist with employee relations, performance management, and HR compliance</li><li>Help administer HR programs including benefits, leave, training, and employee engagement initiatives</li><li>Maintain accurate employee records and HR documentation</li><li>Support payroll-related processes and HRIS data entry</li><li>Assist with open enrollment and benefits communication</li><li>Partner with leadership to ensure consistent policy implementation</li></ul><p><strong>What We’re Looking For:</strong></p><ul><li>Strong communication and interpersonal skills</li><li>Excellent organization, time management, and attention to detail</li><li>Ability to manage multiple priorities and meet deadlines</li><li>Working knowledge of employment laws and HR best practices</li><li>Proficiency in Microsoft Office; experience with HRIS systems is a plus</li></ul><p><br></p>
We are looking for a dedicated Legal Assistant to join our team in Rocklin, California. The ideal candidate will provide vital support to attorneys and ensure the smooth operation of legal processes. This role requires excellent organizational skills, attention to detail, and a proactive approach to managing tasks.<br><br>Responsibilities:<br>• Prepare and submit legal documents through e-filing systems with accuracy and timeliness.<br>• Manage calendars, including scheduling appointments, court dates, and deadlines.<br>• Coordinate and oversee administrative tasks to maintain a well-organized office environment.<br>• Handle court filings and ensure compliance with civil litigation procedures.<br>• Follow up on pending matters and ensure timely resolution of legal tasks.<br>• Maintain detailed records and documentation to support legal proceedings.<br>• Communicate effectively with clients, attorneys, and court personnel as needed.<br>• Assist in drafting correspondence and legal forms for attorneys.<br>• Monitor and prioritize workloads to meet deadlines efficiently.
<p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire an <strong>Operations Manager</strong> to lead a team of talented Client Service Associates. This is an excellent opportunity for an experienced <strong>Operations Manager</strong> or <strong>Lead CSA</strong> with prior management experience.</p><p> </p><p><strong>If you are interested in learning more about the firm and team, please send Jennifer Fukumae a message on LinkedIn to schedule a conversation!</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage day-to-day operations supporting advisors and clients.</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting.</li><li>Identify and implement process improvements to support firm growth.</li><li>Oversee client onboarding, account administration, and transfers.</li><li>Ensure compliance with regulatory and internal standards.</li><li>Foster a culture of accuracy, efficiency, and proactive problem-solving.</li><li>Train, mentor, and hold the operations team accountable.</li><li>Oversee CRM, portfolio reporting, and workflow automation platforms.</li><li>Improve system integration, automation, and implement AI tools where applicable.</li></ul><p><br></p>
<p>Essential Duties and Responsibilities: This person will support the Lease Administrator, and property management functions by coordinating lease documentation, tracking key dates, and ensuring compliance with lease terms. This role acts as a liaison between property managers, brokers, tenants, legal teams, and accounting to ensure accurate and timely lease execution and administration.</p><p><br></p><p>Key Responsibilities</p><p>• Integrate AI into the Key Responsibilities and duties of lease management and reporting</p><p>• Interface with tenants, brokers, legal counsel, and internal teams to resolve lease-related issues </p><p>• Negotiate with tenants on renewals as designated by Management</p><p>• Work with the Lease Administrator to prepare, review, and process lease documents, including new leases, amendments, renewals, and terminations </p><p>• Track critical lease dates (e.g., expirations, rent escalations, options) and ensure timely action </p><p>• Maintain accurate lease data in lease management systems and digital files </p><p>• Assist with rent commencement, billing setup, and communication with accounting teams </p><p>• Monitor compliance with lease terms and flag discrepancies or issues </p><p>• Generate reports related to lease status, expirations, and financial obligations </p><p>• Assist with special projects, including portfolio transitions or system implementations· </p><p><br></p><p>Qualifications: </p><p>• Detail-oriented with strong data accuracy focus </p><p>• Ability to manage multiple deadlines and priorities </p><p>• Problem-solving and analytical thinking </p><p>• Strong coordination and follow-up skills </p><p>• Team-oriented with ability to work cross-functionally</p><p>• Ability to integrate AI into Documents review and abstracts, redlines</p><p>• Familiarity with lease terminology and commercial real estate practices </p><p>• Experience with lease management software (e.g., Yardi) is a plus </p><p>• Strong organizational skills and attention to detail </p><p>• Proficiency in Microsoft Excel and document management systems </p><p>• Excellent written and verbal communication skills </p><p><br></p><p>Standards: High standards of quality and accuracy; strong work ethic. </p><p><br></p><p><br></p>
We are looking for a skilled Litigation Attorney to join our team in Granite Bay, California. This role offers an exciting opportunity to manage a diverse caseload, collaborate on active matters, and represent clients effectively in civil litigation cases. The ideal candidate will bring expertise in trial preparation, discovery, and motion work, with a commitment to delivering high-quality legal services.<br><br>Responsibilities:<br>• Represent clients in civil litigation cases, ensuring thorough preparation and advocacy throughout the legal process.<br>• Conduct extensive discovery, including drafting interrogatories, reviewing evidence, and managing depositions.<br>• Draft and file motions, briefs, and other legal documents with precision and attention to detail.<br>• Collaborate with colleagues on active cases to develop winning strategies and provide comprehensive legal support.<br>• Prepare for and participate in trials, ensuring all aspects of case management are handled efficiently.<br>• Perform legal research to support case arguments and ensure compliance with relevant laws and regulations.<br>• Develop and maintain relationships with clients, providing clear communication and updates on case progress.<br>• Manage a diverse caseload independently, balancing priorities and deadlines effectively.<br>• Leverage knowledge of construction law when applicable to strengthen case outcomes.
<p>We are looking for a dependable Legal Secretary to provide support to a reputable law firm in Walnut Creek, California. This role is ideal for an experienced, detail-oriented candidate who can step in where needed, maintain momentum for attorneys and support staff, and adjust quickly to differing work styles and priorities. The position calls for strong legal administrative experience, sound judgment, and a collaborative approach in a congenial law firm environment.</p><p><br></p><p>Responsibilities:</p><p>• Provide floating legal secretarial coverage for attorneys and practice teams by stepping in during absences and assisting with high-volume assignments across multiple legal areas.</p><p>• Prepare, format, revise, and finalize a wide range of legal documents, including pleadings, briefs, discovery materials, correspondence, and other case-related filings.</p><p>• Coordinate court filings in state and federal venues, including electronic submissions and traditional filing methods, while ensuring compliance with procedural rules and deadlines.</p><p>• Manage calendars, track critical dates, and support scheduling needs for matters, meetings, hearings, and other time-sensitive activities.</p><p>• Transcribe, edit, and organize dictated or drafted content into well-prepared legal documents and communications.</p><p>• Create, combine, and update PDF files and maintain accurate electronic records within the firm’s document management systems.</p><p>• Work closely with attorneys and legal support staff to deliver overflow assistance and maintain seamless coverage across practice groups.</p><p>• Adapt to varying attorney preferences, shifting priorities, and daily workload changes while maintaining consistency and high-quality service.</p>