<p>We are seeking an experienced Business Reporting Analyst to support enterprise contact center operations through the development of reporting, analytics, and business intelligence solutions. This senior-level role is responsible for identifying data requirements, ensuring data integrity, and delivering actionable insights that drive operational performance and strategic decision-making.</p><p><br></p><p>The ideal candidate possesses strong analytical and technical skills, experience with contact center technologies, and the ability to translate complex business requirements into meaningful reports, dashboards, and performance metrics.</p><p><br></p><p>**Position is fully onsite in Newark, CA 94560**</p><p>**Position is potential contract to hire based on performance - 6-month contract to start out**</p><p><br></p><p>Key Responsibilities</p><ul><li>Partner with operational leaders, workforce management teams, project managers, and business stakeholders to understand reporting needs and define key performance metrics.</li><li>Translate business and reporting requirements into technical specifications, report designs, and dashboard solutions.</li><li>Design, develop, maintain, and optimize operational reports, scorecards, dashboards, and data visualizations.</li><li>Extract, integrate, and analyze data from multiple enterprise systems and data sources.</li><li>Develop and maintain databases, reporting repositories, and business intelligence solutions that support organizational objectives.</li><li>Ensure the quality, accuracy, and integrity of data used for reporting and analytics.</li><li>Identify trends, patterns, and opportunities for operational improvement through data analysis.</li><li>Develop new performance metrics and reporting methodologies to measure business outcomes.</li><li>Support ad hoc reporting requests from leadership and departmental stakeholders.</li><li>Conduct report testing, validation, and troubleshooting to ensure reliability and accuracy.</li><li>Document reporting processes, data definitions, and reporting standards.</li><li>Serve as a subject matter expert and mentor to junior analysts when needed.</li></ul><p><br></p>
<p>Essential Duties and Responsibilities: This person will support the Lease Administrator, and property management functions by coordinating lease documentation, tracking key dates, and ensuring compliance with lease terms. This role acts as a liaison between property managers, brokers, tenants, legal teams, and accounting to ensure accurate and timely lease execution and administration.</p><p><br></p><p>Key Responsibilities</p><p>• Integrate AI into the Key Responsibilities and duties of lease management and reporting</p><p>• Interface with tenants, brokers, legal counsel, and internal teams to resolve lease-related issues </p><p>• Negotiate with tenants on renewals as designated by Management</p><p>• Work with the Lease Administrator to prepare, review, and process lease documents, including new leases, amendments, renewals, and terminations </p><p>• Track critical lease dates (e.g., expirations, rent escalations, options) and ensure timely action </p><p>• Maintain accurate lease data in lease management systems and digital files </p><p>• Assist with rent commencement, billing setup, and communication with accounting teams </p><p>• Monitor compliance with lease terms and flag discrepancies or issues </p><p>• Generate reports related to lease status, expirations, and financial obligations </p><p>• Assist with special projects, including portfolio transitions or system implementations· </p><p><br></p><p>Qualifications: </p><p>• Detail-oriented with strong data accuracy focus </p><p>• Ability to manage multiple deadlines and priorities </p><p>• Problem-solving and analytical thinking </p><p>• Strong coordination and follow-up skills </p><p>• Team-oriented with ability to work cross-functionally</p><p>• Ability to integrate AI into Documents review and abstracts, redlines</p><p>• Familiarity with lease terminology and commercial real estate practices </p><p>• Experience with lease management software (e.g., Yardi) is a plus </p><p>• Strong organizational skills and attention to detail </p><p>• Proficiency in Microsoft Excel and document management systems </p><p>• Excellent written and verbal communication skills </p><p><br></p><p>Standards: High standards of quality and accuracy; strong work ethic. </p><p><br></p><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half is seeking a Full Charge Bookkeeper for project work through our Full-Time Engagement Professionals team. This opportunity offers strong work-life balance, comprehensive benefits, and the chance to stay engaged with meaningful, challenging assignments. </p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly.</p><p> </p><p><strong>Bookkeeper responsibilities in this role: </strong></p><ul><li>Manage Accounts Payable and Receivable</li><li>Verify, allocate, and post transactions</li><li>Maintain and balance general ledger</li><li>Bank and Credit Card reconciliation</li><li>Manage month end and quarter end closing</li><li>Process payroll</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Other projects as requested</li></ul>
<p>Robert Half is seeking a Full Charge Bookkeeper for special project work through our Full-Time Engagement Professionals team. This opportunity offers strong work-life balance, comprehensive benefits, and the chance to stay engaged with meaningful, challenging assignments. </p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p> </p><p><strong>Bookkeeper responsibilities in this role: </strong></p><ul><li>Manage Accounts Payable and Receivable</li><li>Verify, allocate, and post transactions</li><li>Maintain and balance general ledger</li><li>Bank and Credit Card reconciliation</li><li>Manage month end and quarter end closing</li><li>Process payroll</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Other projects as requested</li></ul><p><br></p>
<p>Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.</p><p>📍 Walnut Creek, CA (Hybrid – 2 days onsite)</p><p>💰 $175,000 – $220,000 base salary DOE</p><p>⏰ Family Fridays – the firm closes at 1PM every Friday</p><p>An established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.</p><p>The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.</p><p><strong>What This Role Looks Like</strong></p><p>This position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.</p><p>You will:</p><ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul><p><strong>Responsibilities</strong></p><p>As the Financial Planning Manager, you will:</p><ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul><p><br></p>
<p>Our client is hiring an Entry-Level Analyst for an ongoing temp-to-hire opportunity. This role is ideal for a motivated early-career professional who is eager to gain hands-on experience supporting reporting, data review, and business operations. The right candidate will be detail-oriented, organized, and comfortable working with data in a fast-paced environment.</p><p>Responsibilities:</p><ul><li>Gather, review, and maintain data for reporting purposes</li><li>Assist in preparing spreadsheets, reports, and summaries for internal teams</li><li>Identify inconsistencies, trends, and data issues for follow-up</li><li>Support day-to-day business analysis and operational tasks</li><li>Partner with team members across departments to fulfill reporting needs</li><li>Maintain documentation and ensure accuracy of records</li><li>Assist with process improvement initiatives and ad hoc projects</li></ul><p><br></p>
<p>We are looking for an accomplished Partner (SALT) to build and expand our state and local tax practice in the San Francisco Bay Area. This role is suited for an experienced attorney who can deliver strategic counsel on complex California and multistate tax matters while serving as a trusted advisor to a sophisticated client base. The ideal candidate combines strong technical knowledge with a proven ability to develop business, strengthen networks, and lead high-performing legal teams.</p><p><br></p><p>Responsibilities:</p><p>• Build and direct the firm’s California state and local tax practice, shaping market strategy, elevating visibility, and driving long-term growth in California.</p><p>• Advise individuals and businesses on intricate state and local tax matters, including residency and domicile analysis, sourcing questions, and planning approaches supported by clear documentation.</p><p>• Guide clients through tax planning tied to relocations, major liquidity events, remote work arrangements, and departures from California.</p><p>• Counsel multistate businesses on issues such as nexus, income allocation, combined reporting, withholding obligations, and related compliance considerations.</p><p>• Represent clients in tax examinations, administrative disputes, appeals, and court proceedings involving state and local taxing authorities.</p><p>• Expand relationships with referral partners, financial professionals, family offices, and institutional stakeholders to generate new client opportunities.</p><p>• Partner with attorneys across tax, private client, corporate, and real estate teams to deliver coordinated legal strategies and broaden client service offerings.</p><p>• Lead, mentor, and develop associates and counsel, fostering strong performance, client service excellence, and practice depth.</p>
We are looking for a Patient Admin Specialist (PAS) to support front-desk operations and patient registration activities in an outpatient clinic in Newark, California. This Long-term Contract position plays an important role in creating a smooth patient experience by coordinating appointments, assisting with scheduling needs, and handling essential administrative work. The ideal candidate is organized, service-focused, and comfortable managing multiple tasks while communicating effectively with patients, providers, and clinic staff.<br><br>Responsibilities:<br>• Welcome patients at the front desk, guide them through check-in and check-out, and address routine questions related to appointments, billing, and scheduling.<br>• Coordinate new patient intake and assist with surgery scheduling to help maintain efficient clinic flow and timely access to care.<br>• Work closely with providers and internal teams to align appointment calendars with clinical preferences and respond appropriately to urgent scheduling needs.<br>• Support patient and physician communication by using approved reference materials, office tools, and documentation systems.<br>• Handle day-to-day clerical duties such as maintaining records, updating internal databases and directories, and completing required administrative forms.<br>• Respond to non-clinical inquiries received through CRM platforms and patient messaging channels, escalating issues when additional support is needed.<br>• Manage incoming and outgoing office documents, including faxes, mail, and clinic files, to ensure accurate processing and record retention.<br>• Contribute to a high standard of service by maintaining professionalism, accuracy, and responsiveness in daily clinic operations.
<p>Our client is seeking a dependable Bookkeeper for an ongoing temp-to-hire opportunity. This role is ideal for a detail-oriented accounting professional who enjoys managing day-to-day financial records, supporting reporting processes, and helping maintain accurate books. The right candidate will be organized, proactive, and comfortable working in a fast-paced environment.</p><p>Key Responsibilities:</p><ul><li>Maintain accurate financial records and general ledger entries</li><li>Process accounts payable and accounts receivable transactions</li><li>Reconcile bank statements, credit card accounts, and other balance sheet accounts</li><li>Assist with month-end close and financial reporting support</li><li>Prepare invoices, post payments, and track outstanding balances</li><li>Review financial data for discrepancies and resolve issues as needed</li><li>Support payroll processing and expense tracking, as applicable</li><li>Maintain organized accounting documentation and records</li></ul><p><br></p>
<p>Our client, who handles employment defense litigation matters, is looking for a fully-remote Employment Litigation Attorney with CA experience. This position is ideal for a California-licensed attorney with at least two years of focused experience handling workplace-related disputes and who is interested in a contract-to-hire structure. The attorney will contribute across key phases of litigation, including pleadings, motion practice, discovery, and trial preparation, while working a 40-hour schedule.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage employment litigation matters from initial case assessment through pre-trial activity in a remote work setting</li><li>Prepare persuasive motions, briefs, and other court filings that support case strategy and procedural deadlines</li><li>Oversee written discovery, draft responses and objections, and coordinate document production and review</li><li>Conduct legal research and translate findings into practical recommendations for ongoing employment disputes</li><li>Support trial readiness by organizing exhibits, summarizing evidence, and assisting with witness and hearing preparation</li><li>Collaborate with internal and external stakeholders to maintain progress across active litigation matters</li><li>Monitor case timelines, court requirements, and deliverables to ensure matters move forward efficiently</li></ul>
<p><strong>Overview</strong></p><p>Growing technology company in Silicon Valley is seeking a detail-oriented Contract Administrator to support high-volume commercial and vendor contracting. This role will partner closely with Legal, Procurement, and business teams to manage agreements in a fast-paced, innovation-driven environment. This role is hybrid with three days in office, located in San Jose. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full contract lifecycle, including intake, drafting support, review, routing, and execution</li><li>Administer high-volume agreements such as NDAs, vendor contracts, SaaS agreements, and procurement-related contracts</li><li>Maintain and update contract management systems (CLM) to ensure accuracy and visibility</li><li>Track key dates, renewals, and obligations to mitigate risk and support business continuity</li><li>Partner with Legal, Sales, Procurement, and Finance teams to ensure timely contract execution</li><li>Support compliance initiatives, audits, and reporting related to contractual obligations</li></ul>
<p>We are looking for a detail-oriented Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position requires expertise in managing complex billing processes, interpreting healthcare policies, and providing exceptional customer service to patients and clients. The ideal candidate will bring advanced knowledge of billing systems, claim administration, and financial operations to ensure accuracy and efficiency in all tasks.</p><p><br></p><p>Responsibilities:</p><p>• Handle specialized and intricate billing processes, including accounts receivable and appeals management.</p><p>• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.</p><p>• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.</p><p>• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.</p><p>• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.</p><p>• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.</p><p>• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.</p><p>• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.</p><p>• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.</p><p>• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.</p><p>For immediate consideration please contact Cortney at 209-225-2014</p>
<p>We are looking for an experienced Senior Accountant to join our team in Lafayette, California. In this role, you will play a key part in ensuring accurate financial reporting and maintaining the integrity of accounting records. Your expertise will contribute to the smooth execution of month-end processes and reconciliation tasks.</p><p><br></p><p>Responsibilities:</p><p>• Complete detailed account reconciliations and analyses, promptly resolving discrepancies and ensuring timely entry of all transactions.</p><p>• Maintain compliance with GAAP and understand key accounting standards such as ASC 606 and ASC 842.</p><p>• Support month‑end and year‑end close activities, including monthly reconciliation and analysis.</p><p>• Assist with annual audit preparation by creating schedules, addressing auditor requests, and coordinating with external audit teams.</p><p>• Identify and support improvements to balance sheet reconciliation processes.</p><p>• Participate in ad‑hoc projects and perform other assigned duties.</p>
<p>We’re partnering with a multi-site manufacturing organization seeking a Senior Cost Accountant to support plant operations, financial reporting, and cost visibility across the business. This role sits close to both finance leadership and operations and plays a key part in driving cost accuracy and decision support.</p><p><br></p><p>Responsibilities:</p><p>Own and maintain standard costing across products and production processes including bills of materials, labor, and overhead allocations</p><p>Lead annual review of standards in partnership with plant leadership to ensure accuracy and full cost absorption</p><p>Prepare and analyze cost variances across production, labor, and overhead with clear insight into drivers</p><p>Build and maintain reporting and KPI dashboards to support operational and financial decision making</p><p>Support month-end close including inventory valuation, journal entries, and reconciliations</p><p>Partner on budgeting and forecasting cycles with a focus on cost modeling and production planning</p><p>Oversee inventory controls including cycle counts, physical inventory, and variance analysis across multiple locations</p><p>Identify process improvements across reporting, systems, and internal controls</p>
<p>Lisa Cole with Robert Half is partnering with a well-established manufacturing organization is seeking an experienced <strong>Accounting Manager</strong> to support financial operations. This individual will play a key role in driving an accurate and timely close process, maintaining a disciplined general ledger, and ensuring strong financial controls across the organization.</p><p>This is a highly visible role partnering closely with leadership and cross-functional teams to support operational and financial decision-making. For more information on this position please call Lisa Cole at 916-649-0832. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and execute the monthly close process, including journal entries, accruals, and reconciliations</li><li>Ensure timely and accurate financial reporting in alignment with corporate deadlines</li><li>Prepare and maintain detailed balance sheet reconciliations with full supporting documentation</li><li>Analyze variances versus budget and prior periods</li><li>Oversee corporate credit card program, including reconciliations and policy compliance</li><li>Track capital projects and ensure proper capitalization in accordance with GAAP</li><li>Maintain fixed asset subledger and depreciation schedules</li><li>Reconcile capital spend to approved budgets and support capital planning initiatives</li><li>Ensure adherence to corporate accounting policies and regulatory requirements</li><li>Prepare and file recurring reports (sales & use tax, property tax, and other filings)</li><li>Maintain strong internal controls and supporting documentation</li><li>Support internal and external audit processes, including testing and documentation</li><li>Support ERP systems (SAP experience highly preferred) to ensure data integrity</li><li>Identify and implement process improvements to enhance efficiency and strengthen controls</li><li>Partner with operations, finance, and accounting teams to ensure accurate financial reporting</li><li>Provide support across AR/AP processes as needed</li><li>Monitor receivables and assist in resolving issues impacting cash flow and collections</li><li>Collaborate on operational or customer-related issues impacting financial results</li></ul><p><br></p>
<p>We are looking for a Field Marketing Event Manager to coordinate high-impact events that elevate brand presence and support pipeline growth for account-based and industry-focused marketing programs. This remote, Long-term Contract opportunity is ideal for a marketing specialist who enjoys balancing strategy, logistics, and on-site execution in a fast-moving environment. The person in this role will partner across teams to deliver seamless event experiences, maintain operational excellence, and measure performance against business goals.</p><p><br></p><p>Responsibilities:</p><p>• Lead the full event lifecycle, including researching venues, negotiating supplier agreements, arranging catering and audiovisual needs, and organizing branded materials for each program.</p><p>• Maintain an organized schedule of upcoming events while managing registration tools, attendee outreach, and check-in planning to create a smooth participant experience.</p><p>• Direct day-of-event operations by coordinating staffing plans, managing timelines, and resolving logistics issues to ensure successful execution on site.</p><p>• Monitor event spending by handling purchase order activity, reviewing vendor invoices, and keeping programs aligned with approved budgets.</p><p>• Record and organize event-generated leads after each program and prepare post-event summaries that highlight outcomes, learnings, and follow-up actions.</p><p>• Measure event effectiveness through key performance indicators such as delivery against timeline and budget, attendee feedback, conversion from registration to attendance, lead volume, and pipeline contribution.</p><p>• Work closely with account-based and vertical marketing stakeholders to align event plans with campaign goals and target audience priorities.</p>
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
Robert Half and Protiviti operate one of the most advanced Salesforce ecosystems in professional services. We don't simply administer Salesforce—we leverage it as a core component of a hybrid cloud architecture connecting Sales Cloud, Azure, and enterprise platforms at scale. We are seeking a Salesforce Technical Architect to own the platform end-to-end and lead a distributed team of 10+ engineers across the U.S. and India. This is a hands-on architecture leadership role responsible for technical strategy, engineering standards, and key platform decisions. You will also lead major initiatives including Salesforce Data 360 (CDP), Agentforce expansion, and AI-enabled data and automation capabilities. What You'll Do Architecture & Platform Leadership Define when to leverage native Salesforce capabilities versus Azure-based Node.js or Python services. Design and oversee scalable integrations between Salesforce and internal or third-party systems using event-driven and near real-time architectures. Lead the implementation and evolution of Salesforce Data 360, Agentforce, and AI-powered data pipelines. Develop secure, scalable architectural patterns that support growth while maintaining governance and platform integrity. Proactively manage platform health using Salesforce Health Check and Optimizer. Engineering Governance & Quality Serve as the final authority for architecture reviews and technical design decisions. Establish engineering standards for a global development organization. Embed security, testing, and compliance throughout the SDLC. Implement automated quality gates including code reviews, testing, and security scanning. Enable teams to move quickly through strong frameworks, tooling, and automation. CI/CD & Automation Advance Python-driven CI/CD pipelines and support reliable deployments. Automate key SDLC processes including testing, security review, and release management. Drive a culture of continuous delivery and engineering excellence. Team Leadership & Delivery Mentor and lead senior and entry level engineers across multiple locations. Guide development of scalable Salesforce solutions using Apex, LWC, Flows, and platform capabilities. Design and support APIs, integrations, and automation solutions using Azure, Node.js, Python, and cloud-native services. Build and manage enterprise data pipelines supporting Salesforce and Data 360. Define integration standards and data contracts across enterprise platforms. Lead expansion of Agentforce capabilities and AI-powered employee experiences. Drive adoption of Einstein Copilot, predictive analytics, and generative AI within marketing and sales workflows. Partner with product, business, and data teams to deliver scalable solutions and technical direction.
We are looking for a Corporate Tax Manager to lead tax planning, compliance, and reporting activities for a multi-entity agricultural organization in Turlock, California. This role is suited for a detail-oriented tax specialist who can navigate federal and state income tax matters as well as indirect tax obligations while supporting accurate, timely filings. The position works closely with internal finance teams and external advisors to strengthen tax processes, maintain compliance, and provide practical guidance on entity-level tax matters.<br><br>Responsibilities:<br>• Oversee preparation and review of corporate tax returns, income tax provisions, and related filings across multiple legal entities.<br>• Manage federal, state, and indirect tax compliance activities, ensuring deadlines are met and documentation is complete and accurate.<br>• Partner with outside tax advisors and audit teams to support filings, examinations, and technical tax matters.<br>• Analyze tax positions, research regulatory changes, and recommend actions that align with business operations and reporting requirements.<br>• Support entity formation and structural changes by evaluating tax implications and coordinating required registrations and filings.<br>• Improve tax workflows through effective use of tax software and process automation tools, including CCH applications where applicable.<br>• Maintain organized tax records, reconciliations, and supporting schedules to strengthen reporting accuracy and audit readiness.<br>• Collaborate with accounting and finance teams to gather data, resolve issues, and provide tax guidance relevant to agricultural and related business activities.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner Manager | Wealth Management Firm | Walnut Creek | Hybrid; 1 Day ONSITE</strong></p><p> </p><p>A highly respected wealth management firm is seeking a senior financial planning leader to oversee and elevate its planning function. The firm is known for its client-first approach, sophisticated advisory work, and strong culture serving high-net-worth families.</p><p> </p><p>This is a leadership role with both strategic and hands-on responsibility. You’ll lead complex planning work, manage and develop a team, and improve processes to drive higher quality, consistency, and efficiency. The firm offers a flexible hybrid schedule, strong compensation, and a standout culture benefit with shortened Fridays that support work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the financial planning function and set standards</li><li>Manage, mentor, and develop the planning team</li><li>Review and refine complex planning deliverables</li><li>Partner with clients and advisors on advanced planning needs</li><li>Improve workflows, processes, and team efficiency</li><li>Drive accountability, quality, and performance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our client is building the next generation of intelligent, scalable enterprise applications at the intersection of Salesforce, AI, and automation. Their high-performing Marketing Applications team delivers mission-critical solutions that power large-scale operations, optimize business processes, and embed AI-driven insights across the organization.</p><p><br></p><p>They are seeking a <strong>Software Engineer III </strong>to independently design and deliver complex technical solutions while developing deep expertise across Salesforce, AI-enabled workflows, and enterprise integrations. This role is ideal for a proven engineer who enjoys architectural ownership, mentoring others, and working across a sophisticated technology ecosystem. Candidates from outside the Salesforce ecosystem are encouraged to apply if interested in specializing in these technologies.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Independently design, develop, and deliver complex, scalable Salesforce applications and integrations using advanced Apex, Lightning Web Components (LWC), and declarative tools</li><li>Design and maintain back-end services, APIs, and automation workflows using Node.js, Python, and cloud platforms (Azure or AWS)</li><li>Build and manage data pipelines and ETL processes across Salesforce and cloud-based data platforms</li><li>Own integrations between Salesforce and enterprise systems, defining data contracts using REST/SOAP APIs and event-driven architectures</li><li>Customize and extend agent-based capabilities to deliver context-aware, high-performance employee experiences</li><li>Drive adoption of AI capabilities, including predictive analytics, copilots, and generative AI within marketing and sales workflows</li><li>Contribute to AI and ML initiatives, including the secure integration of large language models into enterprise processes</li><li>Develop and optimize modern front-end applications using advanced JavaScript frameworks such as React.js or Next.js</li><li>Serve as a key contributor in Agile teams, influencing technical direction, roadmap planning, and conducting peer code reviews</li><li>Mentor junior engineers and promote engineering best practices and technical excellence</li><li>Collaborate closely with product managers, data science teams, and business stakeholders to translate requirements into scalable solutions</li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Are you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career?</strong></p><p><br></p><p>This is a unique opportunity to leverage your tax expertise while expanding into <strong>financial planning and wealth management</strong>—without the stress of building a book of business or surviving another endless busy season.</p><p>💰 <strong>Great Base + Bonus</strong></p><p>📍 <strong>San Ramon </strong></p><p><br></p><p>Why this opportunity stands out</p><p>This role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You'll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time.</p><p><strong>No prospecting. No cold calling.</strong> The firm brings you the clients so you can focus on what you do best.</p><p><br></p><p>What you'll do</p><p>✔ Identify proactive tax planning opportunities by reviewing client tax returns</p><p>✔ Prepare tax projections and multi-year planning strategies</p><p>✔ Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies</p><p>✔ Participate in client meetings alongside advisors</p><p>✔ Build cash flow analyses and financial planning recommendations</p><p>✔ Collaborate with CPAs, EAs, and other client advisors</p>
We are looking for an experienced Production Supervisor to guide onsite manufacturing activities in Hayward, California within the food processing industry. This Long-term Contract position is suited for a hands-on leader who can keep production moving efficiently while upholding strict quality, sanitation, and safety expectations. The role will oversee day-to-day floor operations, support a high-performing team, and help maintain dependable output in a fast-paced environment.<br><br>Responsibilities:<br>• Direct daily floor activity across production, packaging, sanitation, and related operations to maintain a steady and efficient workflow.<br>• Supervise, coach, and develop a team of approximately 12 employees, setting clear expectations and reinforcing accountability.<br>• Coordinate production plans and staffing priorities to meet volume targets while making effective use of labor and materials.<br>• Track operational results such as output, downtime, yield, and product quality, then take corrective action when performance gaps arise.<br>• Uphold food safety, quality control, and regulatory requirements throughout the manufacturing process.<br>• Work closely with quality, maintenance, and operations partners to address equipment issues, process interruptions, and other production challenges.<br>• Monitor raw material consumption and inventory accuracy to reduce waste and support uninterrupted production.<br>• Maintain a safe, clean, and organized work environment by enforcing workplace safety standards and sanitation practices.<br>• Identify opportunities to streamline processes and apply continuous improvement methods that increase efficiency and reduce downtime.
<p>We are looking for a detail-oriented Administrative Assistant to support underwriting operations in Walnut Creek, California. This is a Long-term Contract position focused on maintaining policy accuracy, organizing documentation, and assisting with day-to-day administrative and analytical work for a multi-state Workers Compensation team. The ideal candidate is comfortable handling multiple assignments, reviewing information carefully, and working within established compliance and quality standards.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Support the review and administration of insurance policies by processing routine transactions with accuracy and consistency.</p><p>• Complete assigned workflow items involving new business, renewals, endorsements, cancellations, and broker updates while meeting production expectations.</p><p>• Examine team notes and supporting records to determine the correct next steps for each assigned task.</p><p>• Maintain and update policy details in underwriting systems and related records to ensure information remains current.</p><p>• Check submitted data for completeness and accuracy, identify missing details, and follow up with underwriters when clarification is needed.</p><p>• Compile information from prior carriers and other sources, then enter and organize that data according to internal and regulatory guidelines.</p><p>• Prepare pricing-related worksheets and other spreadsheet-based documents using established tools and templates.</p><p>• Create manual forms and coordinate document preparation for distribution through internal business partners.</p><p>• Apply training and reference materials to support policy issuance, maintenance activities, and compliance with Workers Compensation requirements.</p><p><br></p><p>If you are interested in this Administrative Assistant position, please submit your resume today!</p>