<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with your background and goals, 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>Financial Advisor</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a well‑established, independent wealth management firm known for its fiduciary, client‑first approach. For over 20 years, the firm has supported individuals and families through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service.</p><p>Their team takes a holistic approach—starting with a deep understanding of each client’s objectives and evolving their strategies as life and financial needs change. With strong planning expertise, a collaborative culture, and a dedicated investment team, the firm delivers objective advice designed to help clients build, preserve, and transfer wealth with confidence.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice across investments, retirement, insurance, debt management, and overall financial planning</li><li>Develop customized financial plans tailored to each client’s goals</li><li>Build and maintain long‑term client relationships through proactive communication</li><li>Monitor portfolios and market trends, adjusting strategies as needed</li><li>Ensure full compliance with regulatory and internal standards</li></ul><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Step into a meaningful book of recurring‑revenue clients</li><li>No requirement to bring an existing book—ideal for advisors ready to advance</li><li>Collaborative, high‑integrity team culture</li><li>Strong infrastructure and support to grow your practice</li><li>Excellent client base from day one</li><li>Long‑term career stability and advancement</li><li>Profit‑sharing 401(k)</li><li>PTO, sick time, and paid holidays</li><li>Medical, dental, and vision benefits</li><li>Quarterly bonus tied to new assets gathered</li></ul>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
We are looking for an experienced Administrative Assistant to join our team in Fairfield, California. In this role, you will handle a variety of complex and confidential administrative tasks, requiring strong organizational skills and attention to detail. This is a long-term contract position offering the opportunity to contribute to the smooth functioning of departmental operations.<br><br>Responsibilities:<br>• Perform advanced office support tasks, requiring independent judgment and specialized knowledge.<br>• Research and compile data from multiple sources to complete forms or create detailed reports.<br>• Provide clear information to staff and the public, ensuring policies and procedures are effectively communicated.<br>• Organize and maintain departmental files, ensuring records are accurate and easily accessible.<br>• Draft, edit, and proofread correspondence, reports, and specialized documents with precision.<br>• Manage and track official documents, ensuring compliance with departmental regulations.<br>• Utilize computer systems to input data, generate reports, and maintain databases.<br>• Handle administrative details such as ordering supplies, coordinating equipment repairs, and updating reference materials.<br>• Review computer-generated reports for errors and ensure corrections are made promptly.<br>• Train or supervise team members on specific projects or procedures when necessary.
We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in San Jose, California. In this role, you will play a key part in managing financial records, ensuring compliance with tax regulations, and supporting overall accounting operations. This is an excellent opportunity to contribute your expertise while collaborating with a dynamic team.<br><br>Responsibilities:<br>• Prepare and review corporate tax returns to ensure accuracy and compliance with regulations.<br>• Manage sales tax filings and resolve related discrepancies.<br>• Record and maintain journal entries to support accurate financial reporting.<br>• Oversee the general ledger, ensuring all transactions are correctly documented.<br>• Assist in tax planning activities and provide insights to optimize financial performance.<br>• Conduct reconciliations to ensure data integrity across accounting systems.<br>• Support audits by preparing necessary documentation and addressing inquiries.<br>• Collaborate with internal teams to streamline accounting processes and improve efficiency.<br>• Analyze financial data to identify trends and assist in decision-making processes.
<p>We are looking for a motivated and detail-oriented entry-level attorney to join our practice in Salinas, California. This role is a fantastic opportunity for a recent law school graduate to gain hands-on experience in estate planning, real estate litigation, and construction law. The ideal candidate will be fluent in Spanish and passionate about serving the local community while advancing their legal career.</p><p><br></p><p>Responsibilities:</p><p>• Conduct client consultations and assist in creating comprehensive estate plans tailored to individual needs.</p><p>• Handle various aspects of litigation, including real estate disputes and construction law cases, from initiation to resolution.</p><p>• Draft and review legal documents such as motions, demands, and responses to discovery requests.</p><p>• Perform detailed legal research and provide thorough analyses to support case strategies and decision-making.</p><p>• Communicate effectively with clients, courts, and opposing counsel to advocate for clients' interests.</p><p>• Represent clients in court by attending hearings, motions, and other legal proceedings.</p><p>• Collaborate with colleagues to meet deadlines and achieve favorable outcomes for clients.</p><p>• Actively participate in networking events and community initiatives to build relationships and promote the firm.</p><p>• Assist in pro bono or low-cost legal services to support the Spanish-speaking community.</p><p>• Take on additional tasks as needed to contribute to the firm's overall success.</p>
<p>We are looking for a skilled Finance Admin to join our team in San Mateo, California on a part-time basis. This long-term contract position offers an excellent opportunity to contribute to financial operations and administrative tasks within a dynamic organization. The ideal candidate will have a strong background in accounting and finance, coupled with the ability to handle multiple responsibilities efficiently. The hours may fluctuate from 8 hours per week to 25 hours per week. This requires onsite work in San Mateo and the duration of assignment may go through July 2026.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and track organizational expenses to ensure accurate reporting.</p><p>• Collaborate closely with the Bookkeeper to review and approve bills.</p><p>• Manage cash flow processes, including invoicing, receiving funds, and recording donations or grants.</p><p>• Handle incoming physical mail and maintain accurate document filing through scanning and organization.</p><p>• Conduct bank reconciliations using platforms such as major financial institutions and Charles Schwab.</p><p>• Process accounts payable and accounts receivable transactions in QuickBooks.</p><p>• Ensure proper coding of invoices for accurate financial documentation.</p><p>• Support financial reporting and provide administrative assistance as required.</p><p>• Utilize company-provided equipment with dedicated technical support to maintain efficient operations.</p>
We are looking for an experienced Controller to oversee financial operations at a manufacturing facility in Stockton, California. This position focuses on cost accounting, inventory management, and operational reporting while ensuring compliance with corporate policies and maintaining robust internal controls. As a critical partner to plant leadership, you will provide actionable insights to improve margins and enhance operational efficiency. This is a long-term contract opportunity for professionals with extensive expertise in financial management and manufacturing processes.<br><br>Responsibilities:<br>• Manage inventory and standard cost accounting, including bills of materials (BOMs), routings, and variance analysis for labor, materials, and overhead.<br>• Evaluate manufacturing performance metrics, margins, and plant key performance indicators (KPIs) to deliver strategic recommendations to operational leaders.<br>• Oversee the month-end closing process for the facility, ensuring accurate accruals, reconciliations, and financial reporting.<br>• Conduct labor cost and efficiency analyses, including absorption rates and capacity utilization studies.<br>• Supervise physical inventory checks, cycle counts, and establish inventory reserves for excess and obsolete items.<br>• Collaborate with operations teams to drive cost reduction initiatives, improve pricing strategies, and support continuous improvement efforts.<br>• Ensure adherence to internal controls, corporate accounting standards, and audit requirements.<br>• Maintain the integrity of manufacturing modules and ensure accuracy in operational reporting.
<p>We are looking for a skilled Associate Attorney to join our team in the Silicon Valley. In this role, you will work closely with clients to address their estate planning, elder law, special needs, and estate tax planning needs. This position offers the opportunity to manage client interactions, draft and review legal documents, and take on independent client matters as you grow within the firm. This position offers flexible scheduling, an excellent quality of life, and the chance to join an established and respected team. </p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive legal counsel on estate planning, elder law, special needs trusts, and estate tax matters.</p><p>• Draft, review, and finalize legal documents, including wills, trusts, and powers of attorney.</p><p>• Collaborate with senior attorneys on complex cases, ensuring accuracy and thoroughness in all documentation.</p><p>• Represent clients in probate and estate administration proceedings, offering guidance and advocacy.</p><p>• Conduct legal research and analysis to support case preparation and strategy development.</p><p>• Manage ongoing client relationships, ensuring exceptional service and clear communication.</p><p>• Develop and implement estate succession plans tailored to clients’ unique needs and goals.</p><p>• Stay updated on changes in estate law and tax regulations to provide informed advice.</p><p>• Balance multiple client matters and deadlines efficiently while maintaining attention to detail.</p>
<p>We are looking for an experienced Human Resources Specialist to oversee and enhance HR operations in Hollister, California. This role involves managing employee relations, benefits administration, and HR processes, ensuring compliance and supporting workforce development. The ideal candidate will bring strong organizational skills and expertise in HR systems to foster a positive and productive workplace.</p><p><br></p><p>Responsibilities:</p><p>• Manage employee relations by addressing workplace concerns and fostering a positive work environment.</p><p>• Oversee benefits administration, including the management of benefit packages and payroll systems.</p><p>• Ensure accurate and efficient use of automated payroll systems to process employee compensation.</p><p>• Administer onboarding processes to provide new hires with a seamless transition into the organization.</p><p>• Maintain and update HR information systems (HRIS) for accurate record-keeping and reporting.</p><p>• Collaborate with team leaders to support labor and employee relations initiatives.</p><p>• Develop and implement HR policies to ensure compliance with regulations and company standards.</p><p>• Coordinate benefits programs and communicate details effectively to employees.</p><p>• Provide guidance and support to employees regarding policies and procedures.</p><p>• Evaluate and improve HR processes to align with organizational goals.</p><p><br></p><p>Posted by Director of Recruiting Scott G. Moore</p>
<p><strong>Respected San Francisco OB/GYN practice known for high-quality care, strong teamwork, and a professional setting that values growth, balance, and clinical excellence. Looking for Patient Services Associate to work in the Call-Center and Reception area.</strong></p><p><br></p><p><strong>Location: <u>San Francisco office in North Beach</u> - close to Embarcadero BART </strong></p><p><strong>Hours:</strong> <strong>Monday-Friday</strong> <strong>8AM-5PM – 30 minutes of lunch will be paid and 30 minutes unpaid</strong></p><p><strong>Dress Code: black scrubs, Fridays you can wear jeans </strong></p><p><strong>Duties & Qualifications:</strong></p><ol><li><strong>Greet patients professionally, both in person and over the phone</strong></li><li><strong>Knowledge of Obstetrical and Gynecological appointment protocol. </strong></li><li><strong>Answers incoming phone calls promptly and provides triage concerns efficiently </strong></li><li><strong>Collects copayments and past due balances at time of phone call and when checking in patients.</strong></li><li><strong>Handles scheduling and rescheduling appointments; calls no shows, bumped appts, and cancellations; modifies schedules for clinicians as needed. </strong></li><li><strong>Scanning: scans insurance cards, consents and other patient paperwork.</strong></li><li><strong>Liaise with medical staff to provide patient access to care</strong></li><li><strong>Comforting patients by anticipating anxieties and effectively answering questions. Provide liaison support when ap</strong></li><li><strong>Sort through mail</strong></li><li><strong>Post payments sent through USPS</strong></li><li><strong>Handles front office technical and maintenance issues. </strong></li><li><strong>Weekly office upkeep: laundry, kitchen, storage and personal spaces.</strong></li></ol>
<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 Accountant – Real Estate Investment Firm</strong></p><p><strong>Ready for Your Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with your background, feel free to apply 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>About the Firm</strong></p><p>We’re partnering with a well‑established, vertically integrated real estate investment firm based in San Francisco. With a proven track record across acquisitions, development, asset management, and advisory work, the firm continues to expand its footprint and portfolio. To support this growth, they are adding a <strong>Senior Accountant</strong> to the team.</p><p><br></p><p><strong>About the Role</strong></p><p>This role is open due to company growth and offers the chance to work closely with construction and development teams, gain exposure to joint‑venture reporting, and play a meaningful part in monthly financial cycles and process improvements. You’ll manage key accounting functions while collaborating cross‑functionally throughout the organization.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Review and validate invoices prepared by an outsourced AP team</li><li>Support monthly financial reporting and prepare JV financial packages</li><li>Assist with construction draws (training provided—no prior experience required)</li><li>Handle daily accounting tasks: AP, AR, and bank reconciliations</li><li>Participate in job costing for development and capital projects</li><li>Prepare timely, accurate financial reporting packages</li><li>Coordinate with audit and tax teams during annual processes</li><li>Maintain partner capital accounts and assist with waterfall calculations</li><li>Review partnership and loan documents for compliance</li><li>Support special projects and ongoing process improvements</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Fast‑growing, stable firm with a strong market reputation</li><li>Hybrid schedule in a modern San Francisco office</li><li>Great work‑life balance with lower‑level tasks outsourced</li><li><strong>3 weeks PTO</strong></li><li><strong>100% employer‑paid medical coverage</strong> (PPO/HMO)</li><li>401(k) plan</li><li>Supportive, family‑oriented culture</li><li>Exposure to exciting and high‑impact development projects</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>CONTROLLER - FAMILY OFFICE</strong></p><p><strong>200K-250K+BONUS</strong></p><p><br></p><p>Private single-family office serving multi-generational legacy family is seeking a hands-on Controller to join their expanding team. We are seeking an accounting professional with a natural operational acumen, strong familiarity with multi-entity trusts structures and a high degree of professionalism.</p><p><br></p><p>Responsibilities:</p><p>-Manage and oversee the full cycle accounting operations across multiple trusts, entities, including general ledger maintenance, A/P and A/R, reconciliations, and journal entries.</p><p>-Oversee financial reporting for family entities, trusts, partnerships, and investment vehicles, ensuring accuracy, timeliness, and compliance with GAAP and/or Federal income tax basis of accounting.</p><p>-Oversee the preparation of monthly, quarterly, and annual financial statements, cash flow projection reports, and performance summaries for internal stakeholders.</p><p>-Maintain and monitor multi‑entity trust structures, including tracking distributions, contributions, inter‑entity transactions, inter-company and external debt transactions tracking, and capital accounts.</p><p>-Oversee and support year-end close and audit processes, including coordination with external auditors.</p><p>-Develop and monitor budgets and variance reports to support capital planning, spending oversight, and informed decision-making.</p><p>-Maintain strong internal controls and implement process improvements to enhance accuracy and efficiency.</p><p>-Liaise with external advisors (tax, legal, investment managers, bankers) to ensure smooth coordination and timely delivery of information.</p><p>-Manage the annual tax calendar and ensure accurate, timely filing of all returns (individual, trust, partnership, etc.) and payments.</p><p>-Serve as lead in accounting software (Microsoft Dynamics 365 Business Central) maintenance, testing and training.</p><p>-Manage, train, and develop staff, prepares employee reviews and approves time off requests for division.</p><p>-Build and manage the family office’s internal financial operations.</p><p>-Design and implement scalable systems, workflows, and controls to support growth and drive operational excellence.</p><p><br></p><p><br></p>
We are looking for a detail-oriented Project Assistant to join our team in Oakland, California. In this role, you will play a vital part in updating and refining our operations manual by collaborating with various teams and reviewing policies and procedures. This is a long-term contract position that offers the opportunity to contribute to organizational improvement and efficiency.<br><br>Responsibilities:<br>• Review and analyze the current operations manual to identify areas needing updates or revisions.<br>• Collaborate with team members responsible for specific policies and procedures to gather necessary information.<br>• Update and refine documentation to ensure accuracy and compliance with organizational standards.<br>• Utilize Google Suite tools to manage and organize documents effectively.<br>• Apply AI tools such as Gemini or ChatGPT to streamline content creation and editing processes.<br>• Coordinate meetings with stakeholders to discuss updates and gather feedback.<br>• Maintain clear and consistent communication with teams to ensure project milestones are met.<br>• Ensure the final operations manual aligns with the company’s goals and regulatory requirements.<br>• Provide administrative support throughout the project to facilitate smooth workflows.<br>• Deliver a comprehensive and well-developed operations manual upon project completion.
<p>Seeking a full-time Accounts Payable Specialist to provide coverage for a 4–5 month leave. The ideal candidate will demonstrate a strong work ethic, be self-motivated, and possess the ability to multitask in a fast-paced environment. Exceptional attention to detail, strong organizational skills, and a collaborative, team-oriented mindset are essential.</p><p><br></p><p>Key Responsibilities include but are not limited to:</p><ul><li>Process accounts payable: enter/post A/P batches, code invoices, input journal entries, print and distribute checks.</li><li>Manage subcontractor payments: process invoices, verify supplier payments, review lien releases, notices, insurance, and handle joint checks.</li><li>Reconcile and pay monthly credit card statements.</li><li>Support billing and documentation: follow up on invoice documentation, provide monthly cross-billing backup.</li><li>Administrative support: daily intercompany mail runs and front desk coverage (mail, postage, guest reception).</li></ul>
<p><strong>Job Description:</strong></p><p>The Senior Accountant with automation and AI expertise is responsible for overseeing complex accounting functions and leveraging advanced technologies to improve efficiency in financial operations. This role focuses on automating routine accounting tasks, implementing AI-driven solutions for data analysis, and ensuring accurate, timely financial reporting. Key duties include managing the general ledger, supporting month-end and year-end close, driving process improvements, and collaborating with IT and finance teams to integrate technology into accounting workflows.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead automation initiatives to streamline accounting processes and reduce manual workload.</li><li>Design and maintain AI-driven financial models and analytics tools for enhanced decision-making.</li><li>Oversee month-end and year-end close activities, including journal entry review and account reconciliation.</li><li>Ensure accuracy and compliance of all financial data and reports.</li><li>Collaborate cross-functionally with technology, operations, and finance on system enhancements and technology adoption.</li><li>Identify and implement process improvements using automation and AI technologies.</li><li>Support audit processes and compliance requirements.</li><li>Provide mentorship to staff on the use of automation and AI tools in accounting.</li></ul><p><br></p>
We are looking for a dedicated Associate Attorney specializing in general liability to join our team in San Francisco, California. This role offers the opportunity to work in a collaborative environment while managing diverse litigation cases. If you are passionate about providing strategic legal solutions and have a strong background in liability law, we encourage you to apply.<br><br>Responsibilities:<br>• Represent clients in a variety of general liability cases, ensuring thorough and strategic defense.<br>• Investigate claims, analyze liability and damages, and devise effective case strategies.<br>• Conduct legal research and draft detailed motions, pleadings, memos, and correspondence.<br>• Prepare and respond to discovery requests, as well as manage depositions effectively.<br>• Advocate for clients during court appearances, hearings, mediations, and trials/arbitrations.<br>• Maintain clear communication with partners, clients, opposing counsel, and team members.<br>• Manage 1850 billable hours while upholding quality and efficiency.<br>• Collaborate with colleagues to ensure comprehensive case preparation and execution.
<p>We are looking for a highly skilled Sr Data and Business Intelligence Analyst to join a mid size law firm. This role is pivotal in driving data-driven decision-making by benchmarking organizational performance, supporting cross-departmental reporting needs, and implementing advanced business intelligence tools. The ideal candidate will possess a strong analytical mindset and a proven ability to manage and optimize data systems, ensuring the seamless flow of information across the organization.</p><p>This is a remote role for candidates in CA, TX and CO.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial analyses, including profitability, time and billing, accounts payable, accounts receivable, collections, and general ledger, using advanced reporting and querying tools.</p><p>• Collaborate with firm leadership and technical teams to define and implement a business intelligence strategy that aligns with organizational goals.</p><p>• Design, create, and optimize data models, analytics layers, and dashboards using tools like Power BI, Tableau, and Aderant.</p><p>• Provide technical support and guidance to departments such as Finance, Human Resources, and Legal Recruiting to enhance their use of business intelligence applications.</p><p>• Investigate and resolve discrepancies and issues in business systems, ensuring data consistency and integrity across all platforms.</p><p>• Manage and enhance practice management tools related to budgeting, reporting, and data functionalities, while ensuring smooth implementation of new applications.</p><p>• Partner with departments to develop and maintain internal evaluations and surveys, ensuring alignment with organizational objectives.</p><p>• Oversee data flows between various firm systems, including Aderant, IntApp, and payroll systems, to ensure seamless integration and functionality.</p>
<p><strong>Overview:</strong></p><p>Step into an impactful Staff Accountant role as part of our Full-Time Engagement Professionals (FTEP) team. In this full-time, permanent position with our company, you will be deployed across various client sites or projects, gaining experience with different industries and systems. This is an ideal opportunity for professionals seeking ongoing career growth, exposure to new environments, and the chance to make a difference for diverse clients.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage general ledger entries, account reconciliations, and monthly close activities</li><li>Assist with preparation of financial statements and related reporting</li><li>Support accounts payable/receivable and bank reconciliations as needed</li><li>Help maintain compliance with internal controls and accounting policies</li><li>Collaborate with client teams to deliver high-quality results and solutions</li><li>Prepare supporting schedules and assist with audit preparation</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive salary, benefits, and paid time off</li><li>Consistent, full-time employment with guaranteed hours (not project-to-project)</li><li>Exposure to a variety of industries and leading accounting systems</li><li>Ongoing professional development, training, and mentoring opportunities</li><li>The stability and support of a dedicated internal team</li><li>The opportunity to build a robust professional network while making a direct impact for clients</li></ul>
<p>Robert Half’s FTEP team is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive mindset. This full-time role involves managing accounts, reconciling balances, and delivering solutions across diverse client projects. Apply today.</p><p><br></p><p>To learn more about this unique opportunity, please contact via my email address on LinkedIn -Tawnia Kirshen</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</li><li>Manage the general ledger, reconcile accounts, and maintain accurate financial records.</li><li>Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</li><li>Assist with budgeting, forecasting, and other financial planning activities.</li><li>Manage month-end and year-end close processes efficiently and on time.</li><li>Ensure compliance with accounting policies, tax regulations, and internal controls.</li><li>Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</li><li>Implement best practices to streamline and enhance financial processes.</li><li>Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</li></ul>
We are looking for a detail-oriented Accounts Payable Clerk to join our team on a contract basis in Menlo Park, California. In this role, you will play a key part in managing vendor payments, reconciling accounts, and ensuring financial accuracy. This position requires a proactive approach to resolving discrepancies and collaborating across departments to maintain efficient financial operations.<br><br>Responsibilities:<br>• Process and verify vendor invoices while ensuring compliance with company policies.<br>• Reconcile accounts by comparing system reports to balances and resolving discrepancies.<br>• Prepare accurate financial reports and maintain organized recordkeeping.<br>• Review and process payroll expense claims, including salary advancements and overtime payments.<br>• Monitor and control cash spending, allocating expenses to appropriate accounts.<br>• Issue stop payments and manage amendments to purchase orders as needed.<br>• Collaborate with internal teams to gather, analyze, and interpret financial data.<br>• Maintain up-to-date knowledge of accounting regulations and best practices.<br>• Utilize tools such as QuickBooks and Concur to streamline expense management and reporting.
<p><strong>Job Description:</strong></p><p>The Payroll Specialist is responsible for processing employee payroll using ADP, ensuring accuracy, timeliness, and compliance with all relevant federal, state, and local regulations. Duties include reviewing and verifying timesheets, calculating wages and deductions, maintaining payroll records, and addressing employee inquiries related to compensation. The Payroll Specialist works closely with HR and finance teams to support overall payroll operations and drive process improvements.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process payroll cycles in ADP accurately and on schedule.</li><li>Validate work hours, overtime, paid time off, and deductions.</li><li>Maintain and update payroll records, ensuring compliance with applicable laws.</li><li>Respond to employee questions regarding payroll matters.</li><li>Assist with monthly, quarterly, and annual payroll reporting.</li><li>Support audits and ensure data integrity throughout the payroll system.</li><li>Collaborate with HR and finance on payroll-related processes and reconciliations.</li></ul><p><br></p>
We are looking for a skilled Tax Preparer to join our team on a contract basis in Saratoga, California. In this role, you will utilize your expertise in individual tax returns to ensure accurate and efficient tax preparation for our clients. This position requires strong attention to detail and familiarity with tax software to deliver exceptional service.<br><br>Responsibilities:<br>• Prepare individual tax returns with precision and compliance with current regulations.<br>• Utilize Lacerte Tax Software to complete tax-related tasks efficiently.<br>• Review client-provided financial documents to ensure accuracy and completeness.<br>• Identify potential deductions, credits, and other tax-saving opportunities for clients.<br>• Stay informed on changes to tax laws and regulations to ensure compliance.<br>• Communicate with clients to clarify tax-related information and address questions.<br>• Maintain organized records of all tax filings and related documentation.<br>• Collaborate with team members to resolve complex tax issues.<br>• Ensure timely submission of all tax forms and documents.<br>• Provide recommendations to clients for future tax planning strategies.
<p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Resolve issues and ensure customer satisfaction</li><li>Maintain accurate customer records and documentation</li><li>Collaborate with other teams to address customer needs</li><li>Provide product or service information as needed</li><li>Identify and escalate complex issues to appropriate staff</li></ul><p><br></p>
<p>We are looking for a detail-oriented SBA Loan Processor to join our team on a contract basis in Walnut Creek, California. In this role, you will play a critical part in ensuring the accuracy, compliance, and efficiency of loan processing and administration. The ideal candidate will have experience in SBA 7(a) loans and a strong background in loan documentation and financial analysis.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Collect, organize, and verify borrower documentation, including financial statements, tax filings, and collateral details.</p><p>• Review and ensure accuracy of SBA forms and documentation required for loan processing.</p><p>• Prepare audit-ready loan files that comply with underwriting and regulatory standards.</p><p>• Analyze borrower financials to determine eligibility and address any discrepancies or missing information.</p><p>• Maintain and update loan documents in the loan origination system with proper naming conventions and version control.</p><p>• Oversee loan file checklists and ensure accurate status tracking throughout the loan process.</p><p>• Input and update loan data in SBA platforms and servicing systems as needed.</p><p>• Support the creation and maintenance of department procedures, templates, and standard operating processes.</p><p>• Monitor post-closing loan files to ensure compliance with collateral, insurance, and financial covenants.</p><p>• Assist with guaranty purchase package preparation, including file remediation and documentation collection.</p>
<p>We are looking for an experienced Accountant to join our team on a contract basis in San Francisco, California. The ideal candidate will have experience with reconciliation projects, is timeline oriented, and a whiz at NetSuite. This is a one-month contract position with the potential for extension.</p><p><br></p><p>Responsibilities:</p><ul><li>Support account reconciliation clean up. </li><li>Pull account activity and reporting directly from NetSuite and attach required supporting documentation. </li><li>Utilize established reconciliation templates and ensure accurate tie-outs to journal entries. </li><li>Prepare clear explanations of reconciliation variances and support documentation for auditor review. </li><li>Collaborate with payroll accounting team members as needed.</li></ul>
