44 Results for Customer Experience Specialist Jobs in Davis, CA

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Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000.00 - 100000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-11-06T14:48:43Z

Accounts Payable Specialist

Pittsburg, CA
onsite
Temporary / Contract
26.00 - 35.00 USD / Hourly
Accounts Payable Specialist – Construction Accounting Experience About the Role:Robert Half is partnering with a growing construction company to find a detail-oriented and experienced Accounts Payable Specialist with a background in construction accounting. This is a great opportunity for someone who understands the unique financial processes involved in construction projects and enjoys working in a fast-paced environment.The ideal candidate will have experience processing invoices, managing subcontractor payments, handling lien waivers, and ensuring accurate job cost allocations. If you're organized, proactive, and have a strong understanding of accounts payable within the construction industry, we'd love to hear from you! Key Responsibilities:<ul><li>Process and review invoices from subcontractors, vendors, and suppliers.</li><li>Verify invoices against purchase orders, job codes, and project cost allocations.</li><li>Manage subcontractor payments and collect/process lien waivers.</li><li>Reconcile accounts payable records and research discrepancies.</li><li>Maintain vendor accounts and respond to payment-related inquiries.</li><li>Ensure invoices are properly coded and approved for payment.</li><li>Maintain accurate records of project expenses, vendor information, and payment documentation.</li><li>Assist with month-end closing and accounts payable reporting.</li><li>Work closely with project managers and accounting staff to ensure timely and accurate payment processing.</li></ul>
2026-11-06T22:48:44Z

Payroll Specialist

Concord, CA
onsite
Temporary / Contract
32.00 - 40.00 USD / Hourly
Employment Type: Contract About the RoleRobert Half is partnering with a dynamic and growing organization to find an experienced Payroll Specialist. 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. Key Responsibilities<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>
2026-10-26T16:04:09Z

Accounts Payable Specialist

Concord, CA
onsite
Temporary / Contract
28.00 - 35.00 USD / Hourly
About the RoleRobert Half is seeking an experienced and detail-oriented Accounts Payable Specialist to join a growing construction company. In this role, you’ll manage the accounts payable processes specific to a fast-paced, project-based environment. This opportunity offers a chance to grow your skills while contributing to the success of complex construction projects in an engaging, team-oriented setting. Key ResponsibilitiesAs an Accounts Payable Specialist, you will:<ul><li>Process invoices and payments for subcontractors, suppliers, and vendors.</li><li>Verify invoice details, including purchase orders, job codes, and cost allocations.</li><li>Handle lien waivers and ensure compliance with construction industry regulations.</li><li>Perform regular reconciliation of accounts payable and resolve discrepancies.</li><li>Manage vendor relationships and respond to payment inquiries in a timely manner.</li><li>Assist with financial statement preparation and cash flow analysis related to project costs.</li><li>Maintain organized records of project-specific payables and vendor documentation.</li><li>Collaborate closely with project managers and accounting teams to ensure accuracy.</li></ul>
2026-10-30T23:23:43Z

Accounts Payable Specialist

Martinez, CA
onsite
Temporary / Contract
28.00 - 35.00 USD / Hourly
About the RoleRobert Half is seeking an experienced and detail-oriented Accounts Payable Specialist to join a growing construction company. In this role, you’ll manage the accounts payable processes specific to a fast-paced, project-based environment. This opportunity offers a chance to grow your skills while contributing to the success of complex construction projects in an engaging, team-oriented setting. Key ResponsibilitiesAs an Accounts Payable Specialist, you will:<ul><li>Process invoices and payments for subcontractors, suppliers, and vendors.</li><li>Verify invoice details, including purchase orders, job codes, and cost allocations.</li><li>Handle lien waivers and ensure compliance with construction industry regulations.</li><li>Perform regular reconciliation of accounts payable and resolve discrepancies.</li><li>Manage vendor relationships and respond to payment inquiries in a timely manner.</li><li>Assist with financial statement preparation and cash flow analysis related to project costs.</li><li>Maintain organized records of project-specific payables and vendor documentation.</li><li>Collaborate closely with project managers and accounting teams to ensure accuracy.</li></ul>
2026-10-30T23:23:43Z

Client Service Associate | $1B AUM

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 120000.00 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. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-10-27T22:43:44Z

Client Service Associate | $1B AUM

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 120000.00 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. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-11-03T01:58:39Z

Procurement Specialist

Martinez, CA
onsite
Temporary / Contract
28.00 - 38.00 USD / Hourly
Procurement SpecialistContract to hire About the Role:Robert Half is partnering with a growing organization to hire an experienced Buyer / Procurement Specialist. This is a great opportunity for someone with purchasing experience who enjoys negotiating with vendors, managing supplier relationships, and ensuring materials and supplies are delivered on time.The ideal candidate is organized, resourceful, and comfortable managing multiple purchasing priorities in a fast-paced environment. This position offers a hybrid work schedule after training, making it a great opportunity for someone looking for both career growth and flexibility. Key Responsibilities:<ul><li>Manage purchasing activities, including creating and processing purchase orders.</li><li>Source suppliers, compare pricing, and negotiate favorable terms.</li><li>Build and maintain strong relationships with vendors and internal departments.</li><li>Monitor inventory levels and ensure materials are available when needed.</li><li>Track orders, deliveries, and supplier performance.</li><li>Assist with contract management and purchasing documentation.</li><li>Identify and resolve vendor, delivery, and supply chain issues.</li><li>Look for opportunities to improve purchasing processes and control costs.</li></ul>
2026-11-06T22:33:42Z

Legal Billing Specialist

Sacramento, CA
onsite
Permanent / Full Time
28.00 - 30.00 USD / Hourly
We are looking for a detail-oriented Legal Billing Specialist to support accurate invoicing and payment activity for a professional services firm in Sacramento, California. This role focuses on preparing billing documentation, maintaining reliable records, and helping ensure timely follow-up on outstanding balances. The ideal candidate is comfortable working with computerized billing platforms and can manage billing tasks with accuracy, organization, and professionalism. For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832. Responsibilities:• Prepare and issue client invoices with careful attention to accuracy, supporting documentation, and established billing schedules.• Review account activity, reconcile billing information, and resolve discrepancies to maintain complete and reliable financial records.• Monitor outstanding balances and follow up on overdue payments in a timely manner to support collection efforts.• Generate and distribute billing statements, ensuring clients receive clear and timely account information.• Enter, update, and maintain billing data within computerized billing systems to keep records current and audit-ready.• Support legal billing processes by applying client-specific guidelines, matter details, and required formatting standards.• Work with billing platforms such as TABS3 or Tymetrix to process invoices and address submission issues when needed.
2026-10-28T12:18:45Z

Accounts Payable Specialist

Danville, CA
onsite
Permanent / Full Time
25.50 - 32.50 USD / Hourly
Put your accounting skills to work with Robert Half’s Full-Time Engagement Professionals (FTEP) practice as an Accounts Payable Specialist. Support diverse client projects, manage daily AP/AR activities, maintain accurate financial records, and ensure timely vendor payments—all while gaining experience across different business environments. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Key Responsibilities<ul><li>Process a high volume of vendor invoices accurately and in a timely manner.</li><li>Review invoices for proper approval, coding, and supporting documentation.</li><li>Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</li><li>Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</li><li>Maintain vendor records, including W-9s, payment instructions, and account updates.</li><li>Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</li><li>Support month-end close by preparing AP accruals, reconciliations, and related reports.</li><li>Assist with process improvement initiatives, audit support, and special accounting projects as needed.</li><li>Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</li></ul>
2026-11-03T01:04:37Z

Weekend Receptionist

Walnut Creek, CA
onsite
Temporary / Contract
22.00 - 23.00 USD / Hourly
We are looking for a dependable Receptionist to support front-desk operations for a senior living community in Walnut Creek, California. This is a Contract position suited for someone who enjoys creating a welcoming environment, managing communications, and assisting residents, visitors, and staff with professionalism. The ideal candidate brings prior receptionist experience, strong customer service skills, and confidence handling administrative tasks in a fast-paced care setting. Hours are Tuesday-Friday 3PM-11PM Receptionist Responsibilities:• Welcome guests, residents, and vendors at the front desk, identify the purpose of each visit, and guide them to the appropriate person or area.• Answer and route incoming phone calls across a multi-line system, record accurate messages, and assist with paging when needed.• Provide courteous assistance to residents and visitors by responding to general questions and directing inquiries to the right department.• Complete day-to-day administrative support tasks such as document preparation, filing, mail distribution, sorting correspondence, and entering information into computer systems.• Receive packages, flowers, and postal deliveries, then ensure items are logged and delivered appropriately.• Maintain up-to-date community records, including resident listings, census information, and other routine front-office documentation.• Coordinate transportation requests for residents by arranging van service, taxi pickups, or other travel support as needed.• Track and update operational logs such as incident documentation, wake-up requests, and other routine front-desk records.• Respond promptly to urgent calls from residents or care staff and direct emergency responders to the correct location when necessary. If you are interested in this Receptionist position, please apply today!
2026-11-07T00:23:43Z

Associate Advisor

Walnut Creek, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
Anisa Henry is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you'll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role. Ideal for a CFP professional who is passionate about financial planning and eager to grow, this opportunity allows you to build advisory expertise within a collaborative, growth-oriented environment dedicated to delivering exceptional client outcomes. Responsibilities: Client & Meeting Support Prepare client meeting materials, agendas, reports, and supporting information.Participate in client meetings and increasingly contribute as experience develops.Document client decisions, commitments, and action items. Handle routine client communications and service requests.Follow up with clients for information, documents, signatures, and outstanding items. Provide backup coverage for Lead Advisors on routine matters. Financial PlanningGather, organize, and maintain client financial information.Prepare and update financial plans under the direction of the Lead Advisor.Support retirement, cash flow, tax, estate, insurance, and other planning analyses.Coordinate information needed by Financial Planning, Investment, Tax, Estate, and other specialists.Identify missing information, inconsistencies, deadlines, and issues requiring additional review.Support implementation of planning recommendations following client and Lead Advisor approval. Coordination & Execution Translate client decisions and advisor direction into specific tasks and next steps.Track client requests, planning work, paperwork, and internal deliverables through completion.Maintain accurate client records, meeting notes, tasks, and deadlines.Follow up on outstanding work and escalate delays or unresolved issues.Help ensure recurring client service and planning activities are completed on schedule.Investment Support Develop and maintain knowledge of the firm's investment approach and client portfolios.Prepare portfolio review materials and related client information. Identify portfolio or client changes requiring review by the Lead Advisor or Investment team.Support implementation and follow-through on approved investment decisions. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.
2026-10-26T17:44:08Z

Accounts Payable Specialist

Walnut Creek, CA
onsite
Temporary / Contract
25.00 - 32.00 USD / Hourly
We are seeking a Temporary Accounts Payable Specialist to support day-to-day accounting operations in Walnut Creek. The ideal candidate will have accounts payable experience, strong Microsoft Excel skills, and experience working with multiple ERP software systems, such as SAP, Oracle NetSuite, Microsoft D365, QuickBooks, or Workday. Please apply today! Responsibilities:<ul><li>Process vendor invoices and ensure accurate coding to the appropriate general ledger accounts.</li><li>Reconcile vendor statements and resolve discrepancies in a timely manner.</li><li>Assist with payment processing and maintain accurate accounts payable records.</li><li>Support general accounting functions and respond to inquiries from management and internal teams.</li></ul>
2026-10-25T17:08:42Z

Accounts Payable Specialist

Concord, CA
onsite
Temporary to Hire
25.00 - 32.00 USD / Hourly
We are seeking a Temporary, possibly temporary to hire Accounts Payable Specialist to support day-to-day accounting operations. The ideal candidate will have accounts payable experience, strong Microsoft Excel skills, and experience working with multiple ERP software systems, such as SAP, Oracle NetSuite, Microsoft D365, QuickBooks, or Workday. For immediate consideration, please apply today! Responsibilities:<ul><li>Process vendor invoices and ensure accurate coding to the appropriate general ledger accounts.</li><li>Reconcile vendor statements and resolve discrepancies in a timely manner.</li><li>Assist with payment processing and maintain accurate accounts payable records.</li><li>Support general accounting functions and respond to inquiries from management and internal teams.</li></ul>
2026-10-25T17:08:42Z

Certified Payroll Specialist

Concord, CA
onsite
Temporary / Contract
30.00 - 40.00 USD / Hourly
Position Summary:The Certified Payroll Specialist is responsible for processing payroll accurately and on time, maintaining payroll records, ensuring compliance with federal, state, and local wage and hour laws, and supporting audits, reporting, and employee payroll inquiries. This role typically requires strong knowledge of payroll systems, tax withholding, garnishments, benefits deductions, and certified payroll reporting requirements. Key Responsibilities:<ul><li>Process weekly, biweekly, semimonthly, or monthly payroll for employees</li><li>Prepare and submit certified payroll reports as required</li><li>Maintain payroll records, earnings, deductions, taxes, and direct deposit information</li><li>Ensure compliance with prevailing wage, union, and government contract payroll requirements</li><li>Reconcile payroll reports, general ledger entries, and tax filings</li><li>Administer wage garnishments, benefit deductions, and payroll adjustments</li><li>Respond to employee questions regarding pay, taxes, and deductions</li><li>Support payroll audits and year-end processing, including W-2 preparation</li><li>Partner with HR, finance, and project teams to validate employee and labor data</li><li>Monitor changes in payroll laws and regulations to maintain compliance</li></ul>
2026-10-30T23:33:44Z

Certified Payroll Specialist

Martinez, CA
onsite
Temporary / Contract
30.00 - 40.00 USD / Hourly
Position Summary:The Certified Payroll Specialist is responsible for processing payroll accurately and on time, maintaining payroll records, ensuring compliance with federal, state, and local wage and hour laws, and supporting audits, reporting, and employee payroll inquiries. This role typically requires strong knowledge of payroll systems, tax withholding, garnishments, benefits deductions, and certified payroll reporting requirements. Key Responsibilities:<ul><li>Process weekly, biweekly, semimonthly, or monthly payroll for employees</li><li>Prepare and submit certified payroll reports as required</li><li>Maintain payroll records, earnings, deductions, taxes, and direct deposit information</li><li>Ensure compliance with prevailing wage, union, and government contract payroll requirements</li><li>Reconcile payroll reports, general ledger entries, and tax filings</li><li>Administer wage garnishments, benefit deductions, and payroll adjustments</li><li>Respond to employee questions regarding pay, taxes, and deductions</li><li>Support payroll audits and year-end processing, including W-2 preparation</li><li>Partner with HR, finance, and project teams to validate employee and labor data</li><li>Monitor changes in payroll laws and regulations to maintain compliance</li></ul>
2026-10-30T23:38:44Z

Certified Payroll Specialist

Walnut Creek, CA
onsite
Temporary / Contract
30.00 - 40.00 USD / Hourly
Position Summary:The Certified Payroll Specialist is responsible for processing payroll accurately and on time, maintaining payroll records, ensuring compliance with federal, state, and local wage and hour laws, and supporting audits, reporting, and employee payroll inquiries. This role typically requires strong knowledge of payroll systems, tax withholding, garnishments, benefits deductions, and certified payroll reporting requirements. Key Responsibilities:<ul><li>Process weekly, biweekly, semimonthly, or monthly payroll for employees</li><li>Prepare and submit certified payroll reports as required</li><li>Maintain payroll records, earnings, deductions, taxes, and direct deposit information</li><li>Ensure compliance with prevailing wage, union, and government contract payroll requirements</li><li>Reconcile payroll reports, general ledger entries, and tax filings</li><li>Administer wage garnishments, benefit deductions, and payroll adjustments</li><li>Respond to employee questions regarding pay, taxes, and deductions</li><li>Support payroll audits and year-end processing, including W-2 preparation</li><li>Partner with HR, finance, and project teams to validate employee and labor data</li><li>Monitor changes in payroll laws and regulations to maintain compliance</li></ul>
2026-10-30T23:33:44Z

Client Service Associate - $4B+ AUM!

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 115000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support. Responsibilities<ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul>
2026-10-27T01:48:46Z

Accounts Payable Specialist

Walnut Creek, CA
onsite
Temporary to Hire
27.00 - 30.00 USD / Hourly
We are looking for an Accounts Payable Specialist to join our team in Walnut Creek, California in a contract role with permanent potential. This position supports client bill payment operations by coordinating invoice intake, reviewing account activity, and helping ensure timely and accurate disbursements each week. The ideal candidate brings strong organizational skills, careful attention to detail, and prior accounts payable experience in a fast-paced, deadline-driven environment. Responsibilities: • Manage the full bill payment process for a portfolio of client accounts, ensuring invoices are prepared and processed accurately each week. • Collect and organize incoming bills received through mail, email, and fax, and maintain a clear workflow for review and payment scheduling. • Partner with management to identify payment priorities and determine which obligations should be issued during each processing cycle. • Review available funds across multiple client accounts to confirm cash balances before payments are released. • Prepare regular reporting on outstanding checks and anticipated cash requirements to support client account oversight. • Enter invoices into the accounting platform, apply correct account coding, and generate checks for managerial approval and signature. • Process payment activity through check runs and electronic methods such as ACH when applicable. • Maintain accurate records and follow established procedures while adapting to internal accounting systems and client-specific requirements.
2026-11-05T18:33:43Z

Accounting Data Integration

Stockton, CA
onsite
Temporary / Contract
25.00 - 35.00 USD / Hourly
We are seeking an experienced Software Integration Specialist to support a key accounting systems migration from BillQuick to QuickBooks Online. This project-based role will focus on ensuring a smooth, accurate transition of financial data, minimizing disruption to daily operations, and helping internal teams successfully adopt the new platform.The ideal candidate will have prior experience with accounting software conversions, strong technical skills related to data migration and validation, and a solid understanding of accounting workflows. What You’ll Do:<ul><li>Lead the migration of accounting and financial data from BillQuick to QuickBooks Online</li><li>Review, clean, organize, and validate existing data before conversion</li><li>Transfer customer, vendor, invoice, billing, and related financial records</li><li>Identify and resolve discrepancies to ensure data integrity</li><li>Test system functionality and confirm accuracy after migration</li><li>Troubleshoot migration and integration issues throughout implementation</li><li>Partner with accounting and leadership teams to support a successful transition</li><li>Provide user support, process documentation, and basic training on QuickBooks Online</li></ul>What We’re Looking For:<ul><li>Experience with accounting software conversions, ERP/accounting system migrations, or related implementation projects</li><li>Strong knowledge of QuickBooks Online</li><li>Experience with BillQuick or BQE software preferred</li><li>Understanding of core accounting processes, including AP, AR, invoicing, billing, and reporting</li><li>Advanced Excel skills, including importing, exporting, and reconciling data</li><li>Strong analytical, organizational, and problem-solving abilities</li><li>High attention to detail and ability to work independently in a deadline-driven environment</li></ul>Preferred Qualifications:<ul><li>Prior experience migrating data from BillQuick to QuickBooks Online</li><li>Experience supporting end users during software rollouts or process changes</li><li>Ability to create training materials and clear documentation</li></ul>For immediate consideration, contact Robert Half at 209-232-1991.
2026-11-07T00:13:44Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent / Full Time
120000.00 - 170000.00 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-10-13T13:04:03Z

Document Management Specialist

Sacramento, CA
onsite
Temporary / Contract
22.80 - 26.40 USD / Hourly
We are looking for a detail-oriented Document Management Specialist to support mail and imaging operations for a Long-term Contract position in Sacramento, California. In this role, you will help maintain accurate document records by reviewing scanned materials, confirming identifying information, and routing items to the appropriate internal teams. The ideal candidate brings strong document review skills, sound judgment, and a consistent approach to quality and accuracy in a fast-paced environment. Responsibilities: • Examine scanned incoming mail to verify clarity, completeness, and compliance with document handling standards. • Apply correct document names and classifications using established company indexing guidelines. • Research items that arrive without a claim reference and determine the appropriate next step for internal routing. • Send potential new claim documentation to the designated first report group for intake and processing. • Direct unidentifiable or incomplete documents to customer support or other internal resources for additional investigation. • Conduct quality checks on scanned images and return documents for rescanning when image quality or claim information does not meet requirements. • Match scanned files to the proper claim by reviewing available identifiers within the claims management system. • Enter key document details, such as service date and document type, into the claims platform with a high degree of accuracy. • Communicate invalid or unprocessable submissions to the appropriate sender or internal contact. • Assist with additional operational tasks, special assignments, and project-based work as needed.
2026-11-05T22:24:07Z

Human Resources (HR) Specialist

Stockton, CA
onsite
Temporary to Hire
30.40 - 33.00 USD / Hourly
We are looking for an experienced Human Resources (HR) Specialist to support a division in Stockton, California through a broad range of people operations and compliance activities. This contract position with permanent potential will partner closely with leadership to strengthen employee relations, guide workforce practices, and keep HR programs running effectively. The role is well suited for someone who can balance strategic input with hands-on execution across recruitment, policy administration, reporting, and regulatory compliance. Responsibilities: • Lead day-to-day human resources support for the division, providing guidance across employee relations, workforce administration, and policy interpretation. • Coordinate talent acquisition efforts, including recruitment activities, onboarding processes, and employee training support to help build a strong workforce. • Administer compensation and benefits programs while helping employees and managers understand available resources and HR procedures. • Address sensitive workplace matters by conducting thorough follow-up on performance concerns, disciplinary situations, and employment separations. • Partner with managers to recommend practical HR solutions, reinforce consistent practices, and support sound decision-making. • Monitor adherence to applicable federal, state, and local employment requirements and help maintain compliant HR operations. • Maintain organized personnel documentation, update department records accurately, and prepare reports and workforce metrics for leadership review. • Support scheduling, confirmations, and administrative coordination related to HR meetings, interviews, and employee communications.
2026-11-02T19:44:00Z

Sr. Accountant

Concord, CA
onsite
Permanent / Full Time
35.50 - 45.00 USD / Hourly
Are you an experience Senior Accountant looking for a role with variety? Join Robert Half as a Senior Accountant in our Full-Time Engagement Professionals program. This full-time, on-site East Bay Area opportunity offers the stability of employment and the chance to work with top-tier clients across diverse assignments. To apply, connect with me on LinkedIn (Tawnia Kirshen) and send your resume directly. I look forward to connecting! Key Responsibilities:· Manage and oversee month-end and year-end close processes.· Prepare, analyze, and present financial statements in accordance with GAAP.· Support budgeting, forecasting, and variance analysis initiatives.· Reconcile complex accounts, consolidate financial data, and maintain the general ledger.· Assist with audits, process improvements, and special financial projects.· Provide mentorship to entry level accounting staff as needed.
2026-11-03T00:58:43Z

Medical Payment Poster Specialist

Sacramento, CA
onsite
Temporary to Hire
22.80 - 24.00 USD / Hourly
We are looking for a Medical Payment Poster Specialist to join a healthcare revenue cycle team in Sacramento, California. This contract position offers the potential for a permanent role and is fully in-office during the initial assignment. It is ideal for someone who can accurately apply payments, identify discrepancies, and support timely follow-up on account issues. The role requires strong knowledge of medical billing workflows, payer activity, and cash posting practices to help maintain accurate patient account records. Responsibilities: • Accurately enter insurance reimbursement details at the line-item level within the patient accounting platform. • Record patient payments promptly and ensure each transaction is applied to the appropriate account. • Review posted amounts against payer agreements and internal guidelines to confirm payment accuracy. • Document denials, zero-payment explanations, and related account activity, then alert collection staff when additional action is needed. • Process recoupments and takebacks in accordance with established procedures and reimbursement rules. • Reconcile daily posted payments to settlement documentation to maintain balanced cash activity. • Identify recurring issues such as underpayments or denial patterns and communicate findings to leadership. • Direct payer letters and related correspondence to the appropriate team members for investigation or resolution.
2026-11-02T20:38:42Z

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