<p>We are looking for an experienced Director of Operations to lead and optimize processes throughout the enterprise of this private equity owned services company. This role is based in the Walnut Creek, California area, and it offers an exciting opportunity to drive strategic financial initiatives and ensure compliance with industry standards. The ideal candidate will possess a strong background in M& A integration, project management leadership, and process improvement.</p><p><br></p><p>Responsibilities:</p><ul><li>Analyze processes, identify improvements, and build business cases for cross-functional decisions</li><li>Design scalable, efficient future-state processes</li><li>Lead implementation with SOPs and documentation</li><li>Drive adoption through change management, training, and communications</li><li>Track adoption and benefits to ensure success</li><li>Partner with ERP Admin and process owners to design and refine processes as the company scales</li><li>Facilitate cross-functional sessions to resolve conflicts and align Finance, HR, and IT</li><li>Assess integration impacts and coordinate adjustments with IT</li><li>Support testing, issue resolution, go-live, and post-launch optimization</li><li>Assess acquired companies’ operations, processes, and systems</li><li>Identify integration challenges and decide on standardization vs. variation</li><li>Harmonize processes, document exceptions, and coordinate implementation</li><li>Monitor adoption and support strategic and functional workstreams</li><li>Facilitate decision-making forums and coordinate with leaders, consultants, and partners</li><li>Manage multiple initiatives, create project plans, track progress, and adjust as needed</li><li>Provide status updates and escalate critical issues to leadership</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A well‑respected, boutique Registered Investment Advisor (RIA) with approximately half a billion dollars under management is seeking a <strong>Relationship Manager / Client Service Associate</strong> to join their close‑knit team. The firm is known for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p><br></p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This role requires a unique combination of detail orientation and relationship‑building skills. You will play a key part in onboarding new clients, preparing account documentation, maintaining client accounts, and supporting advisors in all facets of client service.</p><p><br></p><p>You will serve as a primary liaison between the firm and its custodial partners, ensuring smooth operations while delivering exceptional client experiences. This is a great opportunity for someone who wants mentorship from experienced advisors and room to grow—while still having the ability to build a long‑term career in this role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors in onboarding new clients and facilitating smooth transitions</li><li>Coordinate the opening of new accounts and transfer of assets</li><li>Process distributions, including RMDs; maintain annual RMD tracking</li><li>Work directly with custodians to process account service requests</li><li>Document all client interactions and follow‑up in the firm’s CRM</li></ul><p><strong>Why You’ll Love This Opportunity</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer-covered parking or transit pass</li><li>Discretionary bonuses</li><li><strong>4 weeks of PTO</strong> from the start date</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long-tenured staff</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Accountant| Wealth Management Firm | Walnut Creek | Hybrid </strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> offering personalized tax and financial services to a select client base. The team values collaboration, flexibility, and long-term growth, creating an environment where professionals can build meaningful careers.</p><p> </p><p>This role offers<strong> strong compensation</strong>, company-paid health and dental insurance, paid time off and holidays, 401(k) contributions, and ongoing professional development. You’ll work closely with experienced leaders, have flexibility through a hybrid schedule, and gain the opportunity to grow into technical review and leadership responsibilities over time.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns</li><li>Support technical tax questions and client needs</li><li>Collaborate with leadership and cross-functional teams</li><li>Take on increasing responsibility as you grow</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Accounting Manager/Supervisor to lead our financial operations in Concord, California. This role requires a strategic thinker who can oversee accounting functions while ensuring compliance with financial regulations and organizational standards. The ideal candidate will excel in managing teams, analyzing financial data, and presenting accurate financial reports to stakeholders.<br><br>Responsibilities:<br>• Manage daily activities within the accounting department, ensuring smooth operations and adherence to organizational policies.<br>• Supervise accounts payable and receivable processes, general ledger maintenance, account reconciliations, and financial reporting systems.<br>• Implement and maintain internal controls to safeguard revenue, costs, and budget expenditures.<br>• Prepare accurate and timely financial statements and reports for review by stakeholders.<br>• Monitor and evaluate accounting data to identify trends and areas of improvement.<br>• Coordinate and oversee audit processes to ensure compliance with regulatory requirements.<br>• Align grant and program budgets with expenditures throughout the funding period, maintaining consistent financial oversight.<br>• Recruit, train, and mentor team members to encourage growth and enhance departmental capabilities.<br>• Develop and promote a positive work environment by strengthening communication and collaboration within the team.<br>• Present financial reports and insights to the board of directors when necessary.
<p>We are looking for an experienced Accounting Manager to join our team in Walnut Creek, California. This role is ideal for someone with a keen attention to detail and a strong background in financial operations and leadership. You will oversee key accounting functions, ensure compliance with financial regulations, and contribute to the accuracy and integrity of financial reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead daily accounting operations across A/R, A/P, GL, and payroll; manage and mentor two accountants.</li><li>Oversee month-end and year-end close, ensuring timely, accurate, GAAP-compliant reporting.</li><li>Prepare and review journal entries, reconciliations, and financial analyses.</li><li>Support budgeting, forecasting, and cash flow management with leadership.</li><li>Maintain strong internal controls and coordinate audits and tax filings with external partners.</li><li>Collaborate with outsourced accounting firms to ensure accuracy and seamless communication.</li><li>Improve systems, workflows, and reporting through automation and scalable, efficient processes.</li></ul>
<p>Robert Half is partnering with a dynamic <strong>multi-entity organization</strong> this is seeking an experienced <strong>Accounting Manager</strong> to lead our accounting operations and ensure compliance across multiple business units. This role offers the opportunity to work closely with senior leadership, manage a talented team, and contribute to strategic financial initiatives. The ideal candidate will have an Active CPA or will be currently pursuing a CPA license. This is an in the office position in Roseville, CA. For more information, please give Lisa Cole a call at 916-649-0832. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee day-to-day accounting operations for multiple entities, including general ledger, month-end and year-end close processes.</li><li>Ensure compliance with GAAP and internal controls across all entities.</li><li>Prepare and review consolidated financial statements and management reports.</li><li>Lead and mentor accounting staff, fostering professional growth and high performance.</li><li>Coordinate and manage external audits and tax filings; serve as primary liaison with auditors and tax advisors.</li><li>Develop and implement process improvements to enhance efficiency and accuracy.</li><li>Assist with budgeting, forecasting, and financial analysis to support strategic decision-making.</li><li>Collaborate with leadership on financial strategies, risk management, and operational initiatives.</li></ul><p><br></p>
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
We are looking for an experienced Accounting Manager to oversee and streamline key financial operations in our organization based in Sacramento, California. This role involves managing accounts payable, accounts receivable, payroll, and other essential accounting functions while ensuring compliance with regulations and internal standards. The ideal candidate will excel in maintaining accuracy, timeliness, and professionalism, while fostering collaborative relationships with staff and external partners.<br><br>Responsibilities:<br>• Supervise and mentor accounting staff, including recruitment, training, performance reviews, and disciplinary actions.<br>• Oversee payroll operations, ensuring timely funding, troubleshooting system issues, and reviewing payroll processes.<br>• Manage accounts receivable by monitoring data entry, overseeing collections, and ensuring accuracy in receipt tracking.<br>• Review accounts payable transactions, approve payments, analyze aging reports, and ensure proper credit card statement management.<br>• Monitor contract billing and revenue tracking, providing guidance to program teams regarding budget spending and compliance.<br>• Handle banking operations such as positive pay exceptions and credit card management, including user setup and limits.<br>• Collaborate with senior accountants to address posting errors, perform general ledger analysis, and manage reclassifications.<br>• Ensure internal reporting deliverables are completed accurately and documented, providing backup support for payroll and other accounting areas as needed.<br>• Assist with audit preparations, data support, and compliance with organizational policies and confidentiality standards.<br>• Identify workflow issues, recommend solutions, and support ongoing staff training and development initiatives.
We are looking for a dedicated Program Manager to join our team on a contract basis in Richmond, California. In this role, you will be responsible for managing and delivering projects efficiently while ensuring objectives are met within the established timelines. You will work closely with cross-functional teams to coordinate resources, monitor progress, and implement adjustments as needed to achieve successful outcomes. This position requires strong organizational skills and the ability to oversee budgets, personnel, and equipment to optimize project execution.<br><br>Responsibilities:<br>• Track and manage contract budgets and expenditures, including preparing reports and handling administrative tasks related to financial oversight.<br>• Address project challenges proactively, resolving issues to maintain progress and ensure successful delivery.<br>• Collaborate with organizational leadership and staff to develop strategies for improving grants administration processes.<br>• Assist in overseeing grants administration, ensuring compliance with operational and financial guidelines.<br>• Provide support with invoicing, accounting, reporting, and other administrative duties to facilitate smooth grant execution.<br>• Monitor and maintain documentation related to grant-funded programs, ensuring accuracy and compliance.<br>• Identify potential risks within projects and implement mitigation strategies to keep initiatives on track.<br>• Develop and maintain project timelines, adjusting schedules as necessary to meet deadlines.<br>• Offer guidance on optimal utilization of resources, including personnel, budgets, and equipment.<br>• Analyze data and performance metrics to improve project outcomes and efficiency.
<p>We are looking for a skilled Accounting Manager/Assistant Controller to oversee and enhance financial operations within our construction company. This role requires someone who excels in managing month-end closings, general ledger accuracy, and ensuring compliance during financial audits. If you thrive in a dynamic environment and have a strong background in accounting principles, this may be the ideal opportunity for you.</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 lead the month-end close process to ensure timely and accurate financial reporting.</p><p>• Oversee the maintenance and reconciliation of the general ledger, ensuring precision and compliance.</p><p>• Coordinate and support financial statement audits, providing necessary documentation and resolving inquiries.</p><p>• Prepare and review journal entries, ensuring they align with accounting standards and organizational policies.</p><p>• Conduct account reconciliations to verify data accuracy and resolve discrepancies.</p><p>• Develop and implement best practices for accounting procedures to improve efficiency and reliability.</p><p>• Collaborate with cross-functional teams to ensure seamless financial operations.</p><p>• Analyze financial data and provide insights to support informed decision-making.</p><p>• Ensure compliance with all regulatory requirements and organizational policies.</p>
<p>We are looking for a highly skilled Full Charge Bookkeeper to join our team on a contract-to-permanent basis in Walnut Creek, California. This position offers an exciting opportunity to manage financial operations for a growing medical practice. The ideal candidate will be thorough, reliable, and adaptable to the dynamic needs of a busy office environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee financial reporting for two office locations, ensuring accuracy and timeliness.</p><p>• Manage accounts payable, accounts receivable, and bank reconciliations using Quicken software.</p><p>• Process payroll for 28 hourly employees, including 401(k) contributions.</p><p>• Assist with administrative tasks, such as back-office support and training medical assistants.</p><p>• Handle office equipment maintenance, including troubleshooting issues with specialized devices.</p><p>• Coordinate deliveries and ensure flexibility to meet scheduling demands.</p><p>• Provide accurate and reliable bookkeeping services while maintaining confidentiality and trust.</p><p>• Collaborate with the owner and other team members to streamline financial processes.</p><p>• Support ongoing training initiatives to improve administrative workflows.</p><p>• Adapt to changing priorities and maintain composure under pressure.</p>
<p><strong>Job Overview</strong>: We are looking for skilled Property Managers to oversee the daily operations of our properties in Sacramento. This role is offered on a contract or contract-to-hire basis, providing flexibility with the potential for long-term opportunities. The ideal candidate will have relevant property management experience and a passion for delivering high-quality service. Certifications are a plus and demonstrate a commitment to professional growth.</p><p><strong>Key Responsibilities</strong>:</p><ul><li>Manage day-to-day operations of assigned properties, including residential, commercial, or mixed-use portfolios.</li><li>Oversee tenant relations, including leasing, renewals, conflict resolution, and ensuring tenant satisfaction.</li><li>Coordinate property maintenance, repairs, and inspections, working with vendors and contractors to ensure quality and cost-effectiveness.</li><li>Ensure compliance with local, state, and federal regulations, including fair housing laws and safety standards.</li><li>Prepare and manage property budgets, collect rent, and handle financial reporting for property owners.</li><li>Market vacant units, screen applicants, and execute lease agreements.</li><li>Maintain accurate records and provide regular updates to property owners and management.</li><li>Respond to emergencies and address issues promptly to maintain property standards and tenant satisfaction.</li></ul><p><br></p>
<p>We are looking for an Accounting Assistant to join our team in Vallejo, California. In this role, you will provide essential support to our procurement and accounting operations, ensuring accuracy and efficiency in daily tasks. This is a Contract position with opportunities for long-term growth in the construction industry.</p><p><br></p><p>Responsibilities:</p><p>• Maintain and organize both paper and digital inventory records, ensuring accuracy and accessibility.</p><p>• Schedule routine services, inspections, and coordinate with vendors as needed.</p><p>• Manage purchase orders, track deliveries, and ensure timely completion of procurement tasks.</p><p>• Compile and format reports using Excel to support operational and financial decision-making.</p><p>• Update and manage computer databases to ensure all records are current and accurate.</p><p>• Handle administrative tasks such as printing, photocopying, and laminating documents.</p><p>• Assist with accounting tasks, including record-keeping and processing invoices.</p><p>• Foster strong relationships with vendors by addressing inquiries and resolving issues promptly.</p><p>• Provide excellent customer service to internal and external stakeholders.</p><p><br></p>
<p>We are seeking an experienced Accountant to support our nonprofit organization in Sacramento. This role is responsible for performing full-cycle accounting functions, from original books of entry through financial statements, while coordinating with multiple departments to ensure accurate and efficient financial operations. The Temporary Accountant will play a key role in supporting day-to-day accounting activities, month-end close, grant reimbursement billing, and audit preparation.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform general accounting functions including cost accounting, accounts payable (AP), accounts receivable (AR), credit card reconciliations, expense reports, and monthly account reconciliations</li><li>Prepare and review monthly time and payroll allocations</li><li>Prepare and file required federal, state, and local tax forms</li><li>Prepare and review profit and loss (P& L) statements with program managers</li><li>Prepare month-end reimbursement billing for grant administrators</li><li>Monitor and reconcile security deposits and community fees</li><li>Assist with the annual fiscal audit conducted by an independent accounting firm</li><li>Reconcile bank accounts, deposits, and address bank-related inquiries</li><li>Prepare monthly financial statements including Statements of Financial Position, Statements of Activities, and departmental performance reports</li><li>Reconcile balance sheet accounts and support month-end close</li><li>Prepare monthly variance analysis narratives comparing actual results to budget</li><li>Assist with research and preparation of operating and capital budgets as needed</li><li>Collaborate with internal departments to support overall financial operations</li></ul>
<p>We have an exciting opportunity for a Cost Accountant & Financial Analyst with well-respected manufacturing company. </p><p>Reach out to Robyn Rosemon for more information 707.387.0299</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Enhance profitability through the proficient management of business analytics, focusing on sales, volumes, and margins drawn from internal financial reports.</p><p>• Monitor and manage cost variations due to factors such as inflation and raw material cost increases.</p><p>• Maintain an accurate sales database and monitor contract progress.</p><p>• Conduct a detailed analysis of the gross margin per invoice to ascertain profitability per customer and product.</p><p>• Assist in implementing and maintaining costing data within the ERP for precise analysis.</p><p>• Provide support to the Sales Team in preparing for customer visits, participating in profitability aspects, and occasionally in negotiation aspects.</p><p>• Improve tools to better assess standard cost and final inventory valuation.</p><p>• Collaborate with the Customer Service, Supply Chain, and Finance Team for aged stock reviews and preparation.</p><p>• Maintain and develop the costing system, documentation, and inventory records.</p><p>• Examine changes in COGS provided by order entry to determine the impact on product costs.</p><p>• Analyze manufacturing costs and compare them to standard costs for actual product cost evaluation.</p><p>• Conduct physical inventories and monitor monthly cycle counts.</p><p>• Manage financial activities including financial planning and reporting, budgeting, policies, and accounting best practices.</p><p>• Oversee the preparation of contract negotiations and gather reliable data, mainly related to profit.</p><p><br></p><p><br></p>
<p><strong>Summary:</strong></p><p>Our organization is seeking a hands-on Controller to lead our accounting and financial operations. As a specialized services provider, we offer a collaborative environment where attention to detail and a proactive approach are critical. The Controller will directly supervise one staff member, oversee accounting through QuickBooks Online, and manage payroll and provider commission calculations with ADP Workforce Now (WFN). The ideal candidate will bring expertise in small-company finance, thrive in a fast-paced setting, and demonstrate a thorough understanding of cash-basis accounting. Experience with commission-based compensation or payroll structures in a service setting is highly valued.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage all accounting operations using QuickBooks Online, including general ledger, accounts payable/receivable, bank reconciliations, and financial statement preparation</li><li>Oversee and accurately process payroll and commission calculations for medical providers/doctors in ADP WFN, ensuring alignment with production and revenue targets</li><li>Administer monthly close, cash basis reporting, and support year-end tax preparation</li><li>Continuously improve workflows and internal controls to support efficient, compliant processes</li><li>Provide financial analysis, forecasting, and ad hoc reporting to support business decisions</li><li>Interpret provider contracts to ensure accurate compensation calculations and address discrepancies</li><li>Coordinate with external CPA firms for tax and audit activities; public accounting background is a strong plus</li><li>Supervise and develop one accounting staff member</li></ul><p><br></p>
<p>Our client in Concord is seeking an experienced Tax Manager for a 2+ month engagement in support of the Tax Director . This role offers the flexibility of remote work and requires a strong background in corporate tax, including both income and indirect tax. You will play a vital role in managing tax provisions, ensuring compliance, and supporting various tax-related activities for a multi-entity organization. Pay is expected to be $80-$100/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review annual income tax provisions in compliance with ASC 740 standards</p><p>• Conduct detailed reviews of supporting workpapers to ensure accuracy and completeness</p><p>• Manage corporate tax returns, including filing extensions and final submissions</p><p>• Oversee indirect tax processes, such as sales and use tax, while coordinating with controllers of smaller subsidiaries</p><p>• Collaborate with external CPA firms to provide necessary tax adjustments and financial information</p><p>• Utilize OneSource software for tax provision preparation and reporting</p><p>• Analyze and explain findings from tax workpapers to senior management</p><p>• Ensure timely preparation and review of tax-related financials, including provisions and adjustments</p><p>• Support the VP of Finance in tax-related decision-making and reporting processes</p><p>• Maintain compliance with all relevant federal, state, and local tax regulations</p>
<p>This is a rare senior role overseeing a 500+ FBO trust account portfolio supporting employer-sponsored medical plans. You’ll manage the book as a strategic risk portfolio, using advanced analytics to ensure reserve adequacy, plan solvency, and ERISA-aligned fiduciary governance. You’ll partner closely with executive leadership to assess utilization risk, inform pricing strategy, and guide long-term financial decisions in a rapidly growing healthcare organization.</p><p><br></p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Manage portfolio-wide utilization, reserve, and solvency risk across 500+ client accounts</li><li>Perform monthly and quarterly reserve adequacy evaluations (30–90 day claims lag)</li><li>Identify surplus release and deficit strengthening recommendations</li><li>Prepare and reconcile client accounts by ID within NetSuite</li><li>Reconcile reserve balances, claims disbursements, and bank activity</li><li>Support Return of Reserve (ROR) calculations and documentation</li><li>Serve as fiduciary subject matter expert for internal and client committees</li><li>Execute FBO account replenishments and ACH payment processes</li><li>Track and process broker compensation and statements</li><li>Support financial, internal, and regulatory audits</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great match, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional seeking a role where you can grow, lead, and contribute in a collaborative environment? We’re partnering with a boutique wealth management firm that integrates a strong tax practice into its services. This position offers flexibility, professional development, and the chance to work alongside a supportive team dedicated to excellence.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that truly values continuous learning and personal growth.</li><li>Work in a warm, client-centered environment with a strong team culture.</li><li>Build toward a leadership role as you grow with the firm.</li><li>Enjoy a flexible hybrid schedule and competitive compensation.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns.</li><li>Support technical reviews and assist with complex tax matters.</li><li>Collaborate with senior leaders and tax preparers to ensure accuracy and quality.</li><li>Assist with client communication and deliver exceptional service.</li><li>Gradually take on increased responsibility for reviews and sign-offs over time.</li></ul>
<p>Job Summary</p><p>We are seeking an experienced Project Coordinator with a strong background in construction to support our project management team. The ideal candidate will handle administrative and coordination tasks to ensure smooth project execution, from initial planning through to completion. This role requires excellent organizational skills, familiarity with construction documentation, and the ability to communicate effectively with contractors, city entities, and internal stakeholders. The position operates during normal business hours and offers opportunities for growth in a fast-paced environment.</p><p>Key Responsibilities</p><ul><li>Assist with scheduling meetings and coordinating calendars during normal business hours.</li><li>Help file documents in SharePoint for easy access and organization.</li><li>Approve and file Certificates of Insurance (COIs) to ensure compliance.</li><li>Run checks to city/public utility entities for project-related verifications.</li><li>Submit coded and approved invoices to Accounts Payable (AP) for timely processing.</li><li>Assist with Tenant Improvement (TI) documentation, including preparation and tracking.</li><li>Organize, track, and file construction preliminary notices.</li><li>Correspond with contractors on open project items to resolve issues promptly.</li><li>Correspond with city/public utility entities on open project items for updates and approvals.</li><li>Correspond with insurance brokers on COI requests to maintain coverage.</li><li>Organize, track, and complete open project items/documents to keep projects on schedule.</li><li>Review and code invoicing/applications for payment to ensure accuracy.</li><li>Track budgetary items and forecast overspending to support financial oversight.</li><li>Ensure Contractor/Tenant Contractor compliance by reviewing all required construction documentation and escalating to the Project Manager (PM) as needed.</li><li>Submit bond and builder’s risk requests to secure necessary protections.</li><li>Create Construction Contracts, Engineering Agreements, Architect Agreements, Service Agreements, and Contractor Rules.</li><li>Consult with the legal team on pending contracts and review with the PM for final approval.</li><li>Attend job site meetings with the Project Manager to stay informed on progress.</li><li>Perform other tasks assigned from time to time to support team needs.</li></ul><p><br></p>
<p>We are looking for an experienced Controller to lead financial operations. This role encompasses managing accounting processes, treasury activities, and financial forecasting while ensuring compliance with organizational standards. The ideal candidate will provide strategic financial insights, oversee internal controls. Contact Jackie Meza at 209.227.6563 today! </p><p><br></p><p>Responsibilities:</p><p>• Oversee full-cycle accounting processes, ensuring timely and accurate financial reporting.</p><p>• Manage cash flow forecasting and treasury activities to optimize financial resources.</p><p>• Prepare and review financial statements, maintaining the accuracy of the general ledger.</p><p>• Supervise accounts payable and accounts receivable functions to ensure seamless operations.</p><p>• Implement and monitor internal controls to uphold compliance with company policies.</p><p>• Establish and maintain banking relationships to support organizational needs.</p><p>• Develop and manage annual budgets, providing analysis for strategic decision-making.</p><p>• Reconcile accounts regularly to ensure financial accuracy and integrity.</p><p>• Collaborate with leadership to provide financial insights and recommendations</p>
<p>We are working with a company that is growing and in need of a Controller for their Sacramento location. The ideal candidate will have a strong background in construction accounting, managing the day to day accounting of a small company or division of a company. If you are interested in this opportunity, please contact Shantel Poole directly via LinkedIn or call 916-649-0832.</p><p><br></p><p>As Controller, you’ll be responsible for the full scope of accounting and financial functions for the division, including:</p><ul><li>Financial Leadership: Partner with the division’s senior leadership to develop and execute medium- and long-term strategic financial plans.</li><li>Project Accounting: Ensure project revenues and costs are properly allocated, reported in accordance with GAAP, and aligned with company objectives.</li><li>Reporting & Analysis: Prepare accurate monthly financial statements and detailed analysis to support performance reviews and guide decision-making.</li><li>Budgeting & Forecasting: Lead the preparation of divisional budgets and forecasts; monitor results and identify opportunities for improvement.</li><li>Compliance & Controls: Ensure accurate and timely sales/use tax filings, balance sheet reconciliations, and internal controls are maintained and continuously improved.</li><li>Inventory & Job Costing: Maintain accurate inventory records, job status reporting, and work-in-process tracking; ensure timely billing and equipment usage capture.</li><li>Cross-Functional Collaboration: Serve as a financial advisor to operations, helping teams understand results and identify cost-saving or profit-enhancing opportunities.</li><li>Leadership & Development: Lead, mentor, and develop a team of 4 accounting professionals, ensuring accurate and efficient daily operations.</li><li>Audit & Tax Support: Assist with corporate-level audits, tax filings, and other regulatory reporting requirements.</li><li>Process Improvement: Continuously identify and lead initiatives to improve processes, automation, and reporting efficiency.</li></ul><p><br></p>
<p>We are looking for an experienced Controller to join our client's team in Stockton, California. This role involves overseeing the financial operations of the organization while ensuring accuracy, compliance, and efficiency in accounting practices. The ideal candidate will bring strong leadership skills and a strategic mindset to manage complex financial processes and drive improvements across the department. Contact Edgar Gonzalez 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise the daily operations of the accounting team, including accounts payable, accounts receivable, payroll, general ledger, and bank reconciliations.</p><p>• Analyze financial and industry market data to provide actionable insights to the leadership team using accounting software and analytical tools.</p><p>• Prepare and review financial statements and reports on a monthly, quarterly, and annual basis.</p><p>• Handle annual property tax returns and ensure compliance with regulatory laws related to financial and tax reporting.</p><p>• Collaborate with leadership and HR on insurance renewals, including business and employee benefit policies.</p><p>• Facilitate the annual audit process with external auditors, including managing R& D tax credits.</p><p>• Develop and enforce internal controls to protect company assets and ensure data integrity.</p><p>• Support budgeting and forecasting activities to align financial planning with organizational goals.</p><p>• Mentor and guide accounting staff to encourage growth and enhance team performance.</p><p>• Work closely with project managers and other departments to maintain accurate financial tracking and reporting for projects.</p>
