<p>A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal professional who wants to further their career in a collaborative, client-focused environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents.</li><li>Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas.</li><li>Represent clients in probate and trust administration proceedings.</li><li>Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies.</li><li>Stay current on developments in estate and tax law to ensure best practices and client service.</li><li>Participate in firm business development and client relationship management efforts as needed.</li></ul><p><br></p>
<p><strong>Responsibilities and Duties</strong></p><p><strong>Procurement Research and Evaluation:</strong></p><ul><li>Research, identify, and evaluate the price, quality, and availability of goods and services.</li><li>Negotiate purchase and renewal terms, pricing, and indemnification language.</li><li>Utilize efficient and cost-effective procurement practices to select appropriate vendors or service providers for the district.</li><li>Build and maintain positive relationships with vendors, District employees, and community partners.</li><li>Coordinate demonstrations with vendors to showcase relevant materials, products, and services.</li><li>Review, identify, and obtain certificates of insurance, including general liability, auto, workers’ compensation, errors and omissions, and other required certifications.</li><li>Audit vendor documentation and coordinate with the district's insurance carrier to issue certificates for off-campus site usage as needed.</li><li>Analyze purchase requisitions to determine the appropriate buying method, ensuring compliance with competitive and sole source regulations.</li><li>Process and reconcile requisitions for accuracy and adherence to District procedures and applicable laws, safeguarding the district from risk.</li><li>Assist in the development of credit applications, contractual documents, public works contracts, formal bids, and requests for quotations or proposals.</li><li>Manage and audit inventory; generate reports related to asset management.</li><li>Input procurement data into spreadsheets and databases; generate computerized reports and records related to procurement and contract functions.</li><li>Create and maintain vendor files to ensure accurate record keeping.</li><li>Generate and manage a list of prequalified suppliers for Public Works projects as required under the California Uniform Construction Cost Accounting Act (CUPCCAA).</li><li>Train and oversee student employees assisting with procurement tasks.</li><li>Train and communicate procurement and contract policies to financial system users; assist requestors with entering purchase requisitions.</li><li>Serve as liaison between District staff and suppliers to resolve discrepancies, including late, incorrect, or damaged shipments, outstanding orders, back orders, and invoice inconsistencies.</li><li>Verify and confirm receipt of materials.</li></ul>
<p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
<p>We are looking for a detail-oriented Billing/ Payroll Clerk to join our team in Brentwood, California. This is a long-term contract position that requires someone with strong organizational skills to handle billing and customer service and payroll tasks effectively. The ideal candidate will be adept at managing billing processes and interacting with customers in a courteous and efficient manner, and working on payroll files to update. Previous ERP experience a must.</p><p><br></p><p>Responsibilities:</p><p>• Process billing statements accurately and within required timeframes.</p><p>• Handle billing collections and ensure payments are recorded promptly.</p><p>• Provide excellent customer service by addressing inquiries and resolving issues related to billing.</p><p>• Utilize Microsoft Excel to create and manage spreadsheets for billing records and reports.</p><p>• Work with ERP and other billing software to input and retrieve data effectively.</p><p>• Updating payroll files after system conversion, PDF usage key</p><p>• Maintain organized records of billing transactions and ensure compliance with company policies.</p><p>• Assist in preparing monthly and annual billing reports for review.</p><p>• Collaborate with other team members to improve billing processes and customer satisfaction.</p><p>• Troubleshoot and resolve discrepancies in billing statements.</p><p>• Ensure the confidentiality and security of sensitive customer billing information/</p>
We are looking for a detail-oriented Accounts Payable Clerk to join our team in Stockton, California. This is a long-term contract position offering an excellent opportunity to contribute to a dynamic organization within the import/export industry. The ideal candidate will excel in managing financial transactions, maintaining accurate records, and supporting administrative tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Process and verify vendor invoices to ensure proper coding and timely payment.<br>• Manage electronic and paper records to maintain organized and up-to-date files.<br>• Conduct account reconciliations and monitor payment schedules to prevent discrepancies.<br>• Prepare financial reports, charts, and spreadsheets for management review.<br>• Assist in tracking invoices, maintaining vendor profiles, and handling payment processes.<br>• Collaborate with the finance team to support administrative functions and accounting tasks.<br>• Ensure compliance with company policies and confidentiality standards while handling sensitive financial data.<br>• Operate office equipment and utilize software tools, including Excel and Word, for daily tasks.
We are looking for a dedicated Medical Customer Service Representative to join our team in Carmichael, California. In this role, you will provide exceptional support to patients and medical staff, ensuring smooth operations and high-quality service. This is a long-term contract position offering an excellent opportunity to develop your skills in a collaborative healthcare environment.<br><br>Responsibilities:<br>• Handle incoming calls from patients and provide information regarding appointments, billing, and general inquiries.<br>• Manage patient scheduling, ensuring accurate and timely coordination of appointments.<br>• Verify medical insurance details and assist patients with understanding their coverage.<br>• Maintain and update patient records using electronic practice management systems.<br>• Conduct reminder calls to confirm appointments and reduce no-show rates.<br>• Collaborate with medical staff to support clinic operations and enhance physician efficiency.<br>• Utilize medical terminology to communicate effectively with patients and healthcare professionals.<br>• Operate office equipment and software to streamline administrative tasks.<br>• Deliver excellent customer service to foster positive patient relationships and uphold the clinic's reputation.
<p>Jackie Meza with Robert Half is looking for an experienced Controller to oversee and manage the financial operations. This role requires an experienced and detail-oriented individual with a strong background in accounting and financial analysis, who can ensure accuracy, compliance, and strategic financial planning. The ideal candidate will bring expertise in treasury management and full-cycle accounting to support the company’s growth. Contact Jackie Meza at 209.227.6563 for details </p><p><br></p><p>Responsibilities:</p><p>• Direct and manage all aspects of the organization's accounting operations, ensuring accuracy and compliance with relevant regulations.</p><p>• Conduct detailed financial analyses to support decision-making and identify opportunities for cost optimization.</p><p>• Oversee treasury management activities, including cash flow monitoring and investment strategies.</p><p>• Prepare and present financial reports to stakeholders, providing insights into company performance.</p><p>• Develop and implement policies and procedures to improve financial controls and operational efficiency.</p><p>• Collaborate with executive leadership to create and execute strategic financial plans.</p><p>• Supervise and mentor accounting staff, fostering growth and team development.</p><p>• Ensure timely completion of audits and coordinate with external auditors as needed.</p><p>• Monitor and manage the organization’s budgeting process, ensuring alignment with business objectives.</p><p>• Stay updated on industry trends and regulations to maintain compliance and advise on financial strategies.</p>
<p>Reputable family law firm is seeking an Attorney to join their team. In this role, you will have the opportunity to work in the family law industry, managing multiple tasks simultaneously and developing your skills with seasoned attorneys. This role involves executing case strategies, managing high-level cases, communicating effectively, and participating in business development and networking functions.</p><p><br></p><p>Responsibilities:</p><p>• Execute case strategy with senior attorneys, paralegals, and support staff</p><p>• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents</p><p>• Draft letters, write and review discovery, and prepare responses to opposing counsel</p><p>• Generate status reports and manage multiple tasks simultaneously</p><p>• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review</p><p>• Communicate effectively with clients and opposing counsel to progress through the case process</p><p>• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness</p><p>• Attend court proceedings in person and virtually as needed to represent clients</p><p>• Participate in business development and networking functions</p><p>• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.</p>
We are looking for a dedicated Medical Customer Service Representative to join our team in Carmichael, California. In this role, you will provide exceptional support to patients and healthcare providers, ensuring smooth operations within a medical office setting. This is a long-term contract position, offering a consistent schedule and the opportunity to make a meaningful impact on patient care.<br><br>Responsibilities:<br>• Serve as the primary point of contact for patients, addressing inquiries and providing accurate information about medical services.<br>• Schedule patient appointments efficiently while ensuring proper documentation and compliance with clinic procedures.<br>• Verify medical insurance details and assist patients with billing inquiries to ensure transparency and satisfaction.<br>• Utilize electronic practice management systems to maintain accurate patient records and streamline office operations.<br>• Handle inbound calls professionally, offering assistance and resolving concerns in a timely manner.<br>• Support the medical team by managing administrative tasks and coordinating patient interactions.<br>• Conduct reminder calls for upcoming appointments, ensuring patients are informed and prepared.<br>• Facilitate patient check-in and check-out processes, maintaining a welcoming and organized environment.<br>• Collaborate with healthcare professionals to optimize clinic workflow and enhance patient experiences.<br>• Operate standard office equipment and software to complete daily administrative responsibilities effectively.
We are looking for a detail-oriented Payroll Specialist to join our team on a contract basis in Concord, California. In this role, you will handle certified payroll processes, ensuring compliance with regulations and maintaining the highest degree of accuracy. This position offers an opportunity to contribute to the efficient management of payroll operations within the service industry.<br><br>Responsibilities:<br>• Manage certified payroll processes with precision and compliance to meet government requirements.<br>• Utilize Points North and other payroll applications to process and verify payroll data.<br>• Handle payroll for over 500 employees, ensuring timely and accurate payment.<br>• Maintain alliance relationships and collaborate effectively with internal and external stakeholders.<br>• Address and resolve payroll discrepancies, ensuring all data is organized and error-free.<br>• Upload payroll data to relevant platforms, ensuring proper documentation and record-keeping.<br>• Process prevailing wage calculations and ensure adherence to applicable labor laws.<br>• Support payroll cleanup efforts, identifying and eliminating duplicated records.<br>• Contribute to the improvement and streamlining of payroll operations to enhance efficiency.<br>• Provide expertise in full-cycle payroll using ADP Workforce Now and other systems.
We are looking for an experienced Controller to join our team in Concord, California. This role is ideal for a financial leader who excels in managing accounting operations, driving fiscal compliance, and supporting strategic business decisions. The successful candidate will oversee a team of professionals, ensuring financial integrity and operational efficiency at every level.<br><br>Responsibilities:<br>• Lead and manage a team of 20 accounting professionals, fostering a collaborative and growth-oriented environment.<br>• Prepare and deliver accurate financial statements on a monthly, quarterly, and annual basis for management review.<br>• Develop and analyze annual financial forecasts and projections to support strategic planning.<br>• Identify and implement improved financial systems and processes to enhance departmental productivity.<br>• Establish and maintain internal controls to safeguard company assets and ensure compliance with financial regulations.<br>• Supervise all accounting functions, including billing, accounts receivable/payable, and general ledger processes.<br>• Ensure timely reconciliation of financial accounts and adherence to local, state, and federal reporting requirements.<br>• Act as the primary point of contact for external audits, including financial, 401(k), and other organizational audits.<br>• Manage relationships with banking partners, overseeing loans and other financial priorities.<br>• Administer company credit card programs and expense reimbursement processes, ensuring compliance and accurate reconciliation.
<p>We are looking for a detail-oriented Credit Specialist to join our client in Concord, California. In this Contract-to-Permanent position, you will oversee essential credit and collections activities, ensuring compliance with company policies and maintaining strong relationships with both internal teams and external partners. This role will provide the opportunity to work closely with branch managers, manage receivables, and maintain customer portfolios.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Monitor and track all accounts receivable to ensure timely payments.</p><p>• Evaluate and approve new customer accounts in collaboration with branch managers.</p><p>• Address and resolve issues with delinquent accounts across multiple branch locations.</p><p>• Maintain accurate and up-to-date customer portfolio information.</p><p>• Process customer refunds in compliance with company policies.</p><p>• Write off bad debts and service charges with approval from management.</p><p>• Send regular account statements to customers as part of the collection process.</p><p>• Prepare and file preliens when necessary to secure payments.</p><p>• Review and analyze aging reports to identify and address outstanding balances.</p><p><br></p><p><br></p>
We are looking for an organized and detail-oriented Project Coordinator to join our team in Roseville, California. This Contract to permanent position involves supporting construction operations, focusing on prevailing wage projects for a subcontractor. The role requires strong communication and coordination skills to ensure smooth project execution and compliance with industry standards.<br><br>Responsibilities:<br>• Maintain and update project schedules, tracking milestones, deliverables, and deadlines.<br>• Manage documentation, including submittals, RFIs, change orders, and closeout paperwork.<br>• Ensure compliance with prevailing wage regulations and certified payroll reporting.<br>• Coordinate communication between field teams, office personnel, subcontractors, and vendors.<br>• Assist with procurement and delivery logistics for materials and equipment.<br>• Support contract administration tasks such as managing subcontractor agreements and insurance certificates.<br>• Attend and document project meetings, preparing minutes and follow-up action items.<br>• Monitor project progress and address potential issues proactively.<br>• Assist in budget tracking, invoice processing, and cost management.<br>• Utilize project management tools, including Office 365 and QuickBooks, to streamline workflows.
<p>We are seeking a Staff Accountant to join our client in STOCKTON, California. As a Staff Accountant, you will be tasked with maintaining financial records, processing transactions, and preparing reports. This role requires proficiency in various accounting software such as NetSuite, Oracle, QuickBooks, and SAP, and a solid understanding of accounting principles and practices. This is a direct hire opportunity. Contact Edgar Gonzalez 209.395.2259 if interested.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Maintain and update accounting records and files</p><p>• Conduct regular ledger and bank reconciliations</p><p>• Process accounts payable and accounts receivable transactions</p><p>• Prepare journal entries for all receipts, payments, and other financial transactions</p><p>• Analyze and reconcile bank statements and general ledgers</p><p>• Post client payments and manage the month-end close process</p><p>• Handle the processing and maintenance of the company's general ledger</p><p>• Assist with the preparation of financial reports</p><p>• Support budgeting and bookkeeping procedures</p><p>• Ensure compliance with state revenue service by calculating quarterly tax payments.</p>
<p>Jackie Meza with Robert Half is looking for a skilled Controller to lead our financial operations in Lodi, California. This role is integral to ensuring the accuracy and efficiency of accounting practices, financial reporting, and compliance with regulatory standards. The ideal candidate will bring expertise in managing financial processes, analyzing data, and contributing to the organization’s long-term strategic objectives. Contact Jackie Meza at 209.227.6563 for consideration on the role. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the full cycle of accounting processes, ensuring accuracy and timely completion of financial tasks.</p><p>• Prepare, review, and present comprehensive financial statements to support organizational decision-making.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with regulations.</p><p>• Manage work-in-progress (WIP) accounting to track project performance and profitability.</p><p>• Provide strategic financial insights to senior leadership, contributing to long-term business planning.</p><p>• Analyze financial data to identify trends, risks, and opportunities for improvement.</p><p>• Mentor and guide finance team members to enhance their skills and align with organizational goals.</p><p>• Ensure adherence to all applicable financial and regulatory standards.</p><p>• Collaborate with cross-functional teams to optimize financial operations and reporting processes.</p><p>• Monitor and manage budgets to support efficient resource allocation.</p>
We are looking for a detail-oriented Accounts Receivable Clerk to join our team in Vacaville, California. This long-term contract position is ideal for someone with strong organizational skills and a commitment to accuracy and meeting deadlines. The role requires excellent communication abilities and proficiency with accounting systems and tools.<br><br>Responsibilities:<br>• Process and post payments to the accounting system based on remittance information or other available data.<br>• Coordinate daily bank deposits and report results to management promptly.<br>• Investigate and reconcile account discrepancies by gathering information from relevant departments.<br>• Communicate and escalate unresolved discrepancies to ensure timely resolution.<br>• Maintain and verify client account details, prepare reports, and summarize receivables.<br>• Create and deliver requested financial reports to support business operations.<br>• Organize and maintain accurate records and filing systems.<br>• Support organizational goals by completing assigned tasks efficiently and accurately.
We are looking for a skilled and detail-oriented Senior Property Accountant to manage financial operations for a high net worth individual and their family in Sonoma, California. This role is ideal for an experienced accounting expert who thrives in a dynamic and challenging environment, handling diverse financial tasks and administrative duties. The position offers excellent benefits and the possibility of a flexible work-from-home day each week.<br><br>Responsibilities:<br>• Oversee day-to-day accounting activities, including accounts payable and receivable, general ledger management, and financial reporting.<br>• Prepare and analyze property budgets and ensure accurate financial forecasting.<br>• Coordinate tax-related documentation and collaborate with external tax specialists.<br>• Manage property management accounting tasks, ensuring compliance with relevant regulations and standards.<br>• Utilize accounting software such as QuickBooks and Yardi to maintain accurate financial records and streamline processes.<br>• Represent the family in interactions with vendors, employees, and business associates.<br>• Conduct detailed financial analysis to support real estate acquisitions and investments.<br>• Provide insights and reports on commercial real estate performance and investment opportunities.<br>• Handle administrative projects and ensure confidentiality in all financial dealings.<br>• Maintain strong relationships with stakeholders and address financial inquiries promptly.
<p>We are seeking an experienced Senior Executive Assistant to provide high-level administrative support to the President within a dynamic and collaborative healthcare environment. This contract-to-permanent position requires exceptional organizational skills, discretion, and the ability to manage multiple priorities while maintaining a high standard of conduct. The role involves coordinating complex schedules, preparing business documents, and facilitating communication with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Organize and manage complex calendars, ensuring seamless scheduling for the President and senior executives.</p><p>• Coordinate and arrange detailed travel plans, including booking flights, accommodations, and transportation.</p><p>• Prepare, audit, and submit expense reports with accuracy and attention to detail.</p><p>• Draft, revise, and edit business documents, presentations, and correspondence on behalf of executive leadership.</p><p>• Serve as a detail-oriented liaison between the President and internal teams, external partners, and stakeholders.</p><p>• Collaborate with other executive support staff to streamline administrative tasks and ensure efficiency.</p><p>• Facilitate executive meetings by preparing agendas, coordinating logistics, and documenting key outcomes.</p><p>• Maintain and update files and records using tools such as SharePoint and Dynamics 365.</p><p>• Manage sensitive information with confidentiality and discretion.</p><p>• Assist with special projects and initiatives as directed by executive leadership.</p>
We are looking for an experienced Full Charge Bookkeeper to join our team on a long-term contract basis in Napa, California. In this role, you will manage a wide range of accounting tasks, ensuring accuracy and efficiency in financial operations. Ideal candidates will bring expertise in property management accounting and familiarity with AppFolio software.<br><br>Responsibilities:<br>• Manage and maintain accurate records of accounts payable (AP) and accounts receivable (AR).<br>• Perform regular bank reconciliations to ensure financial records align with bank statements.<br>• Handle commercial CAM reconciliations with precision and attention to detail.<br>• Prepare and analyze budgets to support financial planning and decision-making.<br>• Record and monitor payments, ensuring timely processing and proper documentation.<br>• Utilize AppFolio software to execute accounting tasks efficiently and effectively.<br>• Generate financial reports and summaries for management review.<br>• Ensure compliance with accounting standards and company policies.<br>• Collaborate with the property management team to align financial operations with business goals.
<p>Concord residential property is looking for a bilingual Spanish Leasing Agent. You MUST be ok to work weekends. </p><p><br></p><p>As a leasing agent you will be filling housing units, handling prospect inquiries, giving tours, processing applications, (including credit/background checks), preparing leases, and ensuring move-ins are smooth, all while adhering to operational best practices.</p><p><br></p><p>Key Duties include marketing, maintaining resident satisfaction and coordinating with maintenance for move-in readiness.</p><p><br></p><p>If you are bilingual in Spanish and have leasing experience, pleas submit your resume today for this leasing agent role! </p>
