We are partnering with a well-established and highly successful technology-driven organization seeking a Director of Information Technology to lead enterprise infrastructure, cybersecurity, IT operations, and strategic technology initiatives. This is a highly visible leadership position responsible for driving IT strategy while remaining close enough to the technology to guide architecture, infrastructure modernization, operational excellence, and security initiatives. The Director will work closely with executive leadership to ensure technology enables business growth, operational efficiency, and long-term scalability. This is an excellent opportunity for an experienced IT leader who enjoys building high-performing teams, improving processes, and modernizing enterprise technology environments. What You'll Do: Develop and execute the organization's overall IT strategy Lead enterprise infrastructure, networking, cloud technologies, cybersecurity, and IT operations Manage internal technology teams while partnering with outside vendors and consultants Drive infrastructure modernization, automation, and operational improvements Ensure high availability, reliability, and security across enterprise systems Oversee disaster recovery, business continuity, and risk management initiatives Partner with executive leadership on technology roadmaps and business initiatives Develop and manage departmental budgets and technology investments Lead IT governance, policy development, and operational best practices Mentor, develop, and grow technical leadership within the organization Drive continuous improvement across IT service delivery and support functions Evaluate emerging technologies and recommend strategic investments
<p>An established healthcare provider in Encinitas is looking for an organized and motivated <strong>Accounting Coordinator</strong> to support its accounting and finance operations. This position is ideal for someone who enjoys a variety of responsibilities and wants to contribute to a mission-driven organization serving the local community. As an Accounting Coordinator, you will work closely with the accounting team to ensure financial transactions are processed accurately while helping maintain the integrity of financial records.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Process accounts payable and accounts receivable transactions</li><li>Assist with invoice coding and payment processing</li><li>Reconcile accounts and investigate discrepancies</li><li>Support month-end closing activities</li><li>Prepare reports and accounting schedules</li><li>Assist with vendor communications and account maintenance</li><li>Maintain financial records and supporting documentation</li><li>Process deposits and track incoming payments</li><li>Support audit preparation and documentation requests</li><li>Perform various accounting and administrative projects</li></ul>
<p>An established commercial construction contractor is seeking an experienced <strong>Construction Office Manager</strong> to oversee daily office operations while supporting accounting, project administration, and executive leadership. This position is ideal for someone who enjoys taking ownership of office operations and understands the fast-paced nature of the construction industry. You'll serve as the operational hub of the office, partnering with project managers, estimators, field teams, subcontractors, and accounting to ensure projects move forward efficiently.</p><p><strong><u>Responsibilities</u></strong></p><p><strong>Office & Project Administration</strong></p><ul><li>Oversee daily administrative operations for the office</li><li>Support project managers with contracts, subcontracts, permits, and project documentation</li><li>Coordinate subcontractor compliance, insurance certificates, and licensing records</li><li>Maintain project files and document control throughout each phase of construction</li><li>Schedule meetings, coordinate vendors, and manage office resources</li></ul><p><strong>Accounting & Operations Support</strong></p><ul><li>Review invoices and assist with accounts payable processing</li><li>Track purchase orders, job costs, and project budgets</li><li>Coordinate payroll documentation for field employees</li><li>Assist with billing, change orders, and project closeout packages</li><li>Support HR with onboarding paperwork and personnel records</li></ul>
<p><strong>Launch Your HR Career with a Leading Real Estate Organization</strong></p><p>Robert Half is partnering with a successful real estate company in Carlsbad that is looking to add a motivated <strong>Human Resources Assistant</strong> to its team. This is an outstanding opportunity for an individual interested in building a long-term career in Human Resources while gaining hands-on experience in recruiting, onboarding, employee support, and HR administration. The ideal candidate is organized, detail-oriented, and eager to learn. You'll work closely with HR leadership and gain valuable exposure to multiple areas of human resources within a professional and collaborative environment.</p><p><strong>Responsibilities</strong></p><ul><li>Support recruitment and onboarding activities</li><li>Schedule interviews and coordinate candidate communications</li><li>Prepare new hire documentation and onboarding materials</li><li>Maintain employee records and HR databases</li><li>Assist with benefits administration and employee inquiries</li><li>Support employee engagement initiatives and company events</li><li>Process employment-related paperwork</li><li>Assist with HR reporting and audits</li><li>Maintain confidentiality of employee information</li><li>Provide administrative support to the HR department</li></ul>
We are looking for an IT Systems Administrator to provide onsite technical support for a mission-driven nonprofit serving children, youth, and families in California. This long-term contract position is ideal for a hands-on, detail-focused individual who can balance daily user support with infrastructure administration in a Microsoft-centered environment. The role will act as a key technology resource for staff, helping maintain reliable systems that support both office-based and distributed employees.<br><br>Responsibilities:<br>• Deliver onsite and remote technical assistance for employees, resolving issues involving computers, software applications, printers, connectivity, and security tools.<br>• Administer core Microsoft technologies, including Windows-based systems, Outlook, Teams, and related business productivity platforms.<br>• Coordinate employee onboarding and offboarding by preparing laptops, creating and removing accounts, assigning access, and ensuring a smooth technical setup.<br>• Support the organization’s infrastructure by maintaining servers, network devices, and Cisco-related equipment across the environment.<br>• Manage user access and device support for remote staff, helping maintain secure and dependable connectivity for a distributed workforce.<br>• Contribute to IT planning efforts by identifying system needs, recommending improvements, and participating in practical technology decisions.<br>• Maintain accurate technical documentation and help ensure information is transferred correctly into required healthcare-related systems when necessary.<br>• Provide support for business applications such as QuickBooks, Paycom, and Salesforce as needed, coordinating troubleshooting and user guidance.<br>• Monitor and organize technology assets and equipment to help keep daily operations running efficiently across the organization.
<p>A growing company in the La Costa area is seeking a dependable <strong>Payroll Clerk</strong> to support its payroll operations. This is an excellent opportunity for someone looking to continue building a career in payroll within a professional and employee-focused environment. The Payroll Clerk will work closely with payroll and human resources personnel to ensure employees are paid accurately and on time while assisting with payroll recordkeeping and administrative support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review and enter employee timekeeping information</li><li>Verify payroll data for accuracy and completeness</li><li>Maintain employee payroll records</li><li>Assist with payroll processing activities</li><li>Support new hire and employee change entries</li><li>Respond to routine payroll-related questions</li><li>Process payroll documentation and reports</li><li>Assist with deductions, direct deposits, and earnings verification</li><li>Maintain confidential employee information</li><li>Support payroll audits and compliance initiatives</li></ul>
<p>We are looking for an Application Intake Analyst to support the evaluation and onboarding of business applications in for a stellar company in the Professional Services Space. This role helps guide requests for new systems, enhancements, integrations, and software services through established governance, security, and compliance review processes. The ideal candidate brings strong organizational skills, sound judgment in regulated environments, and the ability to coordinate across technical and business teams while maintaining clear documentation.</p><p><br></p><p>Responsibilities:</p><p>• Lead the intake workflow for proposed applications, platform updates, integrations, and SaaS offerings from initial request through onboarding readiness.</p><p>• Act as the main liaison among business stakeholders, IT, security, risk, compliance, vendor oversight, and controls teams to keep reviews aligned and moving forward.</p><p>• Define and document access-related needs, including user roles, authentication methods, authorization structure, provisioning expectations, and privileged access considerations.</p><p>• Analyze incoming requests to determine appropriate access models, service account needs, user populations, and compatibility with enterprise identity and directory solutions.</p><p>• Review submitted intake materials for quality, completeness, and consistency with governance expectations, control standards, and approved technology direction.</p><p>• Identify and document security, privacy, compliance, and operational impacts associated with each application request and route items for the proper risk-based reviews.</p><p>• Maintain intake records, decision histories, process documentation, and governance artifacts to support traceability and operational consistency.</p><p>• Monitor service levels, intake metrics, and key performance indicators to support reporting, process refinement, and continuous improvement efforts.</p><p>• Assist with audits and examinations by preparing documentation, supplying evidence, and supporting walkthroughs related to application onboarding and controls.</p><p>• Contribute to process enhancements, control design activities, and special initiatives tied to IT governance and application lifecycle management.</p>
<p>Robert Half is currently representing one of San Diego's fastest-growing organizations seeking a <strong>Financial Analyst</strong> who wants to move beyond reporting and become a true business partner. Our client is experiencing significant growth and needs a finance professional who can provide leadership with actionable insights, strategic recommendations, and meaningful financial analysis. This role offers the opportunity to work directly with senior leadership and play a key part in shaping business decisions.</p><p>This position is ideal for someone who enjoys solving complex business challenges, uncovering opportunities within data, and building strong partnerships across multiple departments.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Create and maintain financial models</li><li>Prepare annual budgets and quarterly forecasts</li><li>Analyze revenue and profitability trends</li><li>Conduct variance analysis and present findings</li><li>Evaluate operational performance metrics</li><li>Support strategic planning initiatives</li><li>Develop executive-level reporting packages</li><li>Assist with business case development for new initiatives</li><li>Monitor KPI performance and identify opportunities for improvement</li><li>Support mergers, acquisitions, and growth initiatives when applicable</li></ul><p><br></p>
<p><strong>About the Opportunity</strong></p><p>Robert Half is partnering with a <strong>mission-driven nonprofit organization</strong> seeking a <strong>Customer Experience Specialist</strong> to join their growing team. This opportunity is ideal for someone who is passionate about making a difference, enjoys connecting with people, and takes pride in delivering exceptional service to individuals in need.</p><p><br></p><p>The position is <strong>onsite during the first six months</strong> to ensure a successful training and onboarding experience. After that, employees transition to a <strong>hybrid schedule of three days remote and two days onsite each week</strong>.</p><p>Candidates with previous experience supporting a <strong>nonprofit organization, contact center, or customer service team</strong> are encouraged to apply.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients by answering a high volume of inbound calls and providing timely, compassionate support.</li><li>Help individuals navigate available programs, services, and community resources while identifying the most appropriate solutions for their needs.</li><li>Maintain accurate documentation of all customer interactions using CRM and case management systems.</li><li>Coordinate with internal departments to ensure clients receive prompt follow-up and appropriate assistance.</li><li>Deliver a positive and empathetic customer experience across phone, email, and other communication channels.</li><li>Research and resolve questions regarding services, eligibility, benefits, and general program information.</li><li>Utilize multiple systems simultaneously while maintaining accuracy, efficiency, and attention to detail.</li><li>Remain knowledgeable about organizational programs and community resources to provide reliable information and referrals.</li></ul><p><br></p>
<p>Robert Half is currently recruiting for an Office Manager to oversee daily office operations for a thriving business in Fallbrook. This role is ideal for someone who enjoys leadership, process improvement, and creating an organized and productive workplace. The Office Manager will serve as the operational backbone of the office, supporting employees, vendors, and leadership teams alike.</p><p><strong>Key Responsibilities</strong></p><ul><li>Supervise day-to-day office operations</li><li>Manage office budgets and vendor relationships</li><li>Coordinate facilities and office maintenance</li><li>Oversee office procedures and administrative processes</li><li>Assist with onboarding and employee support activities</li><li>Manage office supply procurement</li><li>Coordinate company events and meetings</li><li>Provide leadership to administrative staff</li></ul>
<p>Robert Half is partnering with a growing corporate organization to identify a <strong>High-Volume Payroll Specialist</strong> for a contract-to-hire opportunity. This role is ideal for an experienced payroll professional who is comfortable processing a high volume of payroll transactions in a fast-paced corporate environment. The successful candidate will have the opportunity to transition into a permanent position based on performance and business needs.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process accurate and timely high-volume weekly, biweekly, or semi-monthly payroll</li><li>Review and verify large volumes of timekeeping, earnings, deductions, and employee changes</li><li>Process new hires, terminations, promotions, salary changes, and other payroll updates</li><li>Calculate and process bonuses, commissions, PTO, deductions, and other special payments</li><li>Reconcile payroll reports and identify and resolve discrepancies</li><li>Maintain accurate employee payroll records</li><li>Respond to employee questions regarding payroll, deductions, benefits, and tax withholdings</li><li>Assist with payroll tax filings and payroll-related compliance requirements</li><li>Partner with HR and Finance to ensure accurate and timely payroll processing</li><li>Assist with year-end payroll activities, including W-2 preparation and reconciliation</li><li>Support payroll audits and other special projects as needed</li></ul><p><br></p>
<p>We are looking for a Bilingual Spanish Customer Experience Specialist to support a mission-driven non-profit organization serving the community. This contract opportunity with permanent potential is ideal for someone who brings empathy, professionalism, and strong communication skills to every interaction. In this role, you will help connect individuals with important services, provide timely support through a high-volume contact environment, and contribute to a positive client experience.</p><p><br></p><p>Responsibilities:</p><p>• Handle incoming calls and inquiries with professionalism, offering clear guidance, support, and appropriate service direction based on each person’s needs.</p><p>• Record client conversations and outcomes thoroughly in web-based platforms to ensure accurate and timely case documentation.</p><p>• Stay informed on community programs, internal services, and referral options so information shared with clients remains current and reliable.</p><p>• Work closely with colleagues and partner teams to address concerns, coordinate follow-up, and support effective service delivery.</p><p>• Deliver a respectful and responsive customer experience across phone and digital communication channels.</p><p>• Use CRM, call center, and related software tools to manage interactions, track requests, and maintain organized records.</p><p>• Assist callers with questions related to benefits, billing, and general service access while maintaining confidentiality and accuracy.</p>
<p>Robert Half is partnering with a growing life sciences organization to identify a Senior Accountant for a contract-to-hire opportunity. This role is ideal for an experienced accounting professional who is comfortable operating in a dynamic, fast-paced environment and has a strong understanding of general ledger accounting and financial reporting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage day-to-day general ledger accounting activities</li><li>Prepare and post journal entries, accruals, and account adjustments</li><li>Lead and support the month-end and year-end close processes</li><li>Prepare and review balance sheet account reconciliations</li><li>Analyze account activity and investigate variances</li><li>Assist with the preparation of monthly financial statements and management reporting</li><li>Support accounts payable, accounts receivable, and cash management activities as needed</li><li>Assist with budgeting, forecasting, and financial analysis</li><li>Support audit and tax preparation requests</li><li>Assist with technical accounting and special projects as needed</li><li>Maintain accurate accounting records in the company’s ERP system</li><li>Partner cross-functionally with operations, finance, and other internal teams</li></ul><p><br></p>
We are looking for a Payroll Specialist to join a non-profit organization in Palm Desert, California on a Long-term Contract basis. This position plays a key role in delivering accurate bi-weekly payroll support, maintaining reliable records, and helping ensure payroll practices align with applicable policies and regulations. The ideal candidate brings strong Excel capabilities, hands-on payroll experience, and the discretion needed to manage sensitive employee information. Familiarity with Workday and exposure to municipal or multi-state payroll environments would be valuable in this role.<br><br>Responsibilities:<br>• Administer bi-weekly payroll activities with a focus on accuracy, timeliness, and consistent follow-through.<br>• Examine payroll entries and supporting information to confirm completeness and adherence to organizational guidelines and legal requirements.<br>• Update employee payroll records for items such as onboarding changes, separations, withholding adjustments, and direct deposit revisions.<br>• Reconcile payroll reports before final processing and investigate discrepancies to ensure issues are resolved promptly.<br>• Organize and maintain payroll files, reports, and documentation while safeguarding confidential information.<br>• Address employee questions related to pay, deductions, and payroll records in a responsive and thorough manner.<br>• Prepare payroll-related reports and provide support for audits, compliance reviews, and required record retention activities.<br>• Work closely with human resources and accounting teams to keep payroll data aligned across functions.<br>• Use Microsoft Excel to analyze payroll information, perform reconciliations, and produce clear reporting.<br>• Assist with payroll system-related tasks, including work within Workday when applicable.
<p>Robert Half is partnering with a growing construction company to identify a Construction Bookkeeper for a contract-to-hire opportunity. This role is ideal for an experienced bookkeeping professional with construction industry experience who is comfortable managing day-to-day accounting activities and supporting project-related financial operations.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage day-to-day bookkeeping and accounting activities</li><li>Process accounts payable and accounts receivable transactions</li><li>Prepare customer invoices and assist with construction billing</li><li>Process vendor invoices and subcontractor payments</li><li>Reconcile bank and credit card accounts</li><li>Record and track project-related expenses</li><li>Assist with job costing and project accounting</li><li>Maintain accurate vendor, customer, and financial records</li><li>Assist with payroll processing and certified payroll, if applicable</li><li>Support lien waivers, insurance certificates, and subcontractor documentation</li><li>Assist with month-end close and financial reporting</li><li>Communicate with vendors, subcontractors, customers, and internal teams regarding accounting matters</li></ul><p><br></p>
We are looking for a Security Network Engineer to support a Contract engagement based in San Diego, California. This role will guide the design and optimization of secure connectivity across a Cisco Viptela SD-WAN environment integrated with Zscaler, with a strong focus on resiliency, user experience, and identity-aware traffic handling. The ideal consultant will bring advanced technical judgment, help shape architecture decisions, and work closely with internal stakeholders to strengthen network security performance during failover and routing events.<br><br>Responsibilities:<br>• Assess the current Zscaler and Cisco Viptela landscape to identify gaps, risks, and opportunities for improved secure connectivity.<br>• Compare agent-based and tunnel-based deployment approaches, then recommend the most effective model for business, security, and operational needs.<br>• Develop and test failover designs across multiple network circuits to reduce user disruption during provider or path changes.<br>• Refine traffic steering and policy behavior to improve session stability and application access within the SD-WAN environment.<br>• Preserve key identity-related data used for security enforcement and visibility, including user and device context across network flows.<br>• Partner with internal technical teams and external service providers to implement configuration improvements and validate outcomes.<br>• Troubleshoot complex issues involving cloud security controls, SD-WAN routing behavior, and end-user connectivity.<br>• Produce clear technical documentation covering findings, recommended changes, and the target-state architecture.<br>• Advise on routing, segmentation, and secure access strategies involving technologies such as BGP, Cisco routing platforms, Cisco ASA, Palo Alto Firewall, and related network security tools.
We are looking for an organized and proactive Office Manager to support daily operations for a busy construction environment in California. This contract opportunity with potential for a permanent role is ideal for someone who can keep administrative processes running smoothly while helping maintain accurate documentation, responsive communication, and a safe workplace. The role requires strong coordination skills, sound judgment, and the ability to work effectively with employees and leaders across both office and field settings.<br><br>Responsibilities:<br>• Direct daily administrative activities to keep office operations efficient and well organized in support of a large construction workforce.<br>• Coordinate workplace injury reporting by gathering required information, preparing documentation, and monitoring workers’ compensation claim activity through resolution.<br>• Work closely with supervisors and leadership to address employee safety matters and ensure concerns are communicated and handled promptly.<br>• Maintain employee files and compliance records with accuracy, ensuring required documentation is current and properly organized.<br>• Provide bilingual communication support in English and Spanish for field staff, managers, and office personnel.<br>• Assist with accounts payable and routine office administration, including front-desk coverage and general clerical support as needed.<br>• Track, order, and replenish office materials to ensure teams have the supplies required for daily operations.<br>• Help reinforce company safety expectations and support initiatives that promote compliance across the workplace.
<p>obert Half is partnering with a respected healthcare organization that is seeking a <strong>Payroll Specialist</strong> to manage payroll processing for a large employee population across multiple departments. This is a fantastic opportunity to join a stable organization that values accuracy, teamwork, and continuous improvement.</p><p>You'll work closely with Human Resources and Accounting while ensuring payroll is processed accurately, on time, and in compliance with California labor laws.</p><p>Responsibilities</p><ul><li>Process bi-weekly and semi-monthly payroll for multi-department employee groups</li><li>Review timekeeping records and resolve payroll discrepancies</li><li>Maintain employee payroll records, deductions, garnishments, and direct deposits</li><li>Process payroll adjustments, bonuses, and final paychecks</li><li>Reconcile payroll reports and assist with month-end close</li><li>Respond to employee payroll inquiries</li><li>Ensure compliance with federal, state, and local payroll regulations</li><li>Assist with year-end payroll processing, including W-2 preparation</li></ul><p><br></p>
<p><strong>Lead a Team That Keeps the Store Running at Its Best</strong></p><p>Robert Half is partnering with a well-established specialty grocery retailer in Carlsbad that is looking for an experienced <strong>Grocery Department Manager</strong> to oversee daily department operations. This is an exciting opportunity for someone who enjoys leading people, delivering exceptional customer service, and creating an organized, well-stocked shopping experience. The ideal candidate is a hands-on leader who thrives in a fast-paced retail environment and takes pride in developing high-performing teams.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p><strong>Department Leadership</strong></p><ul><li>Supervise, train, and motivate grocery department associates</li><li>Schedule staff to meet business and customer demand</li><li>Monitor daily department operations and ensure excellent customer service</li><li>Coach team members on merchandising, stocking, and company standards</li><li>Maintain a clean, organized, and safe department</li></ul><p><strong>Inventory & Operations</strong></p><ul><li>Manage inventory levels and place product orders</li><li>Monitor product quality, freshness, and expiration dates</li><li>Implement merchandising plans and promotional displays</li><li>Minimize product loss through proper inventory controls</li><li>Assist with department budgeting and sales performance goals</li></ul>
We are looking for an Accounts Payable Specialist to join a growing team in a contract capacity. This position is ideal for someone who enjoys working in a structured, office-based environment and can manage high-volume invoice processing with accuracy and consistency. The role also supports key reconciliation and posting activities, making it a strong fit for a detail-oriented accounting specialist with hands-on experience in NetSuite and vendor payments.<br><br>Responsibilities:<br>• Process approximately 250 vendor invoices each month, ensuring accurate coding, timely entry, and proper documentation.<br>• Coordinate weekly payment cycles, including check disbursements and ACH transactions, while maintaining compliance with internal controls.<br>• Communicate with vendors to resolve invoice discrepancies, answer payment questions, and support smooth account maintenance.<br>• Perform bank and credit card reconciliations to verify account accuracy and identify outstanding issues.<br>• Post journal entries as directed and ensure transactions are recorded correctly within the accounting system.<br>• Maintain organized accounts payable records and supporting files to assist with audit readiness and reporting needs.<br>• Use NetSuite and banking tools to manage daily payment processing and reconciliation activities.<br>• Work onsite during standard business hours, contributing to a dependable and collaborative accounting operation.
<p><strong>Join a Team That Values Accuracy and Great Customer Service</strong></p><p>A growing commercial services company is seeking an <strong>Accounts Receivable Clerk</strong> to support its accounting department with customer billing and payment processing. This role is ideal for someone looking to continue building their accounting career while gaining valuable experience in a busy corporate environment. You'll work closely with customers, accounting staff, and operations to ensure invoices are processed accurately and payments are applied promptly.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Generate customer invoices and statements</li><li>Post daily cash receipts and ACH payments</li><li>Monitor aging reports and assist with collections follow-up</li><li>Research customer account discrepancies</li><li>Reconcile customer balances</li><li>Maintain accurate customer records</li><li>Assist with month-end reporting</li></ul>
<p><strong>Bilingual Spanish Contact Center Specialist</strong></p><p><strong>Turn Your Customer Service Skills Into a Purpose-Driven Career</strong></p><p>Every phone call has the power to change someone's day; and sometimes, their life.</p><p>We're partnering with a nonprofit organization that serves individuals and families throughout the community. As a <strong>Bilingual Spanish Contact Center Specialist</strong>, you'll be the first point of contact for people seeking support, resources, and hope. If you thrive in customer service and want your work to have a meaningful impact, this is the opportunity for you.</p><p><strong>What You'll Be Doing</strong></p><ul><li>Answer inbound calls from English- and Spanish-speaking individuals seeking assistance.</li><li>Listen with empathy and provide accurate information, guidance, and referrals.</li><li>Build positive relationships with callers while delivering exceptional service.</li><li>Document conversations thoroughly and accurately.</li><li>Work alongside a collaborative team committed to serving the community.</li></ul><p><br></p>
We are looking for a meticulous and efficient Operations Specialist to join a dynamic financial advisory team in Carlsbad, California. In this Contract to permanent position, you will play a pivotal role in ensuring the smooth preparation and organization of financial planning documents, client information, and advisor support materials. Your contribution will directly support client meetings and administrative processes, making you an integral part of the team's success.<br><br>Responsibilities:<br>• Prepare comprehensive financial planning documents and advisor packets well in advance of scheduled client meetings.<br>• Analyze advisor meeting notes to determine required materials, including statements, forms, and client-related information.<br>• Organize and maintain documentation pertaining to investment strategies, annuities, and asset transfers.<br>• Update and manage activities, tasks, and workflows using CRM systems, such as Redtail.<br>• Assist clients with policy modifications, account updates, and follow-through on administrative tasks.<br>• Compile planning materials into high-quality, client-ready packages for advisor review and presentation.<br>• Ensure the confidentiality, accuracy, and quality of all financial documents and processes.<br>• Work independently to meet deadlines, resolve issues proactively, and present viable solutions to challenges.<br>• Collaborate effectively with team members to ensure seamless communication and workflow.
We are looking for an experienced Accounting Manager to join a mission-driven nonprofit organization in La Jolla, California. This role will oversee core accounting operations, guide financial close and reporting activities, and deliver analysis that supports sound operational and strategic decisions. The ideal candidate brings strong nonprofit accounting expertise, a proactive approach to cash and forecasting management, and the ability to strengthen processes, controls, and cross-functional collaboration.<br><br>Responsibilities:<br>• Direct the monthly, quarterly, and year-end close process, ensuring financial records are accurate, timely, and fully reconciled.<br>• Manage cash positioning activities by tracking short-term liquidity needs and supporting longer-range investment planning through ongoing treasury oversight.<br>• Develop and maintain a rolling 12-month cash forecast to support financial planning and organizational decision-making.<br>• Partner with department leaders to provide financial insights, reporting, and analysis that improve performance and inform budgeting priorities.<br>• Prepare financial summaries and interpret key results for leadership by gathering, analyzing, and presenting relevant accounting data.<br>• Strengthen accounting operations by building useful reports, refining workflows, and introducing technology solutions that improve efficiency.<br>• Maintain a strong internal control environment by designing, monitoring, and enforcing procedures that safeguard organizational assets.<br>• Lead coordination of the annual external audit by preparing schedules, responding to auditor requests, and supporting completion of required filings and reconciliations.<br>• Oversee payroll review, balance sheet reconciliations, quarterly tax reporting support, annual 1099 preparation, and collaboration with internal teams on workers’ compensation, grants reporting, and accounting coverage as needed.
We are looking for an experienced Tax Manager to join a public accounting team in California. This role is suited for someone who can oversee a varied client portfolio, deliver accurate tax work across multiple entity types, and build trusted client relationships through clear guidance. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage competing priorities in a deadline-driven environment.<br><br>Responsibilities:<br>• Oversee the preparation and review of tax filings for corporations, partnerships, individuals, and estates while maintaining accuracy and compliance.<br>• Manage multiple client engagements at once, establishing priorities, monitoring timelines, and ensuring responsive, high-quality service.<br>• Provide practical tax guidance to clients by explaining complex regulations in a clear and approachable manner.<br>• Conduct technical research on tax matters and apply findings to support planning, reporting, and compliance needs.<br>• Prepare and review annual income tax provisions and federal tax returns for a range of business and individual clients.<br>• Support matters related to entity formation and advise clients on tax considerations connected to organizational structure.<br>• Use industry-standard tools and software, including Microsoft Office, QuickBooks, and tax preparation platforms such as Lacerte, to complete engagements efficiently.<br>• Identify tax issues, resolve filing challenges, and recommend effective solutions that align with client objectives and regulatory requirements.