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17 results for Financial Reporting Manager in Manteca, CA

Accounting Manager
  • Modesto, CA
  • onsite
  • Temporary / Contract
  • 45 - 50 USD / Hourly
  • <p>A well-established organization is seeking an Accounting Manager to oversee day to day accounting operations, financial reporting, and technical accounting activities. This role will lead a small team, partner with leadership across the business, and play a key role in maintaining accurate financial reporting while supporting strategic initiatives and process improvements.</p><p>Key Responsibilities</p><ul><li>Manage the monthly, quarterly, and annual close process, ensuring timely and accurate financial reporting.</li><li>Review journal entries, reconciliations, and supporting schedules prepared by accounting staff.</li><li>Lead technical accounting research and implementation for new transactions, accounting standards, and business initiatives.</li><li>Oversee balance sheet integrity and ensure compliance with internal policies and accounting standards.</li><li>Coordinate internal and external audit activities, including preparation of supporting documentation and responses to inquiries.</li><li>Monitor and strengthen internal controls, identifying opportunities to improve processes and reduce risk.</li><li>Partner with operational and executive leadership to provide financial insight and support decision making.</li><li>Mentor and develop accounting team members while fostering accountability and continuous improvement.</li><li>Support system implementations, reporting enhancements, and other cross functional projects.</li></ul>
  • 2026-08-11T00:00:00Z
Accounting Manager
  • Union City, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • <p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
  • 2026-07-31T00:00:00Z
Accounting Manager/Supervisor
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 140000 USD / Yearly
  • We are looking for an experienced accounting leader to oversee financial operations for multiple privately held businesses in Livermore, California. This position serves as a key advisor to company leadership while managing the full accounting cycle, maintaining strong internal controls, and delivering accurate financial information for decision-making. The role is ideal for someone with a background in construction-related accounting who can balance day-to-day execution with high-level financial oversight.<br><br>Responsibilities:<br>• Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data.<br>• Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks.<br>• Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements.<br>• Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends.<br>• Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones.<br>• Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units.<br>• Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions.<br>• Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels.<br>• Prepare schedules and documentation needed for audits, tax filings, and project closeout processes while supporting the use of accounting platforms common to the construction industry.
  • 2026-07-16T00:00:00Z
Financial Analyst I
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 29 - 32 USD / Hourly
  • We are looking for a detail-oriented Financial Analyst I to support program accounting activities for a long-term contract position based in Livermore, California. In this role, you will help manage monthly payments, accruals, reconciliations, and reporting while providing analytical support that strengthens financial accuracy and operational performance. This opportunity is ideal for someone who is comfortable working with large data sets, communicating financial findings clearly, and managing priorities with a high degree of independence.<br><br>Responsibilities:<br>• Prepare monthly network payment calculations and accrual entries, ensuring amounts are accurate, well-documented, and aligned with financial reporting timelines.<br>• Reconcile payments, accrual balances, and related financial records by investigating discrepancies and resolving issues in coordination with relevant stakeholders.<br>• Analyze large and complex data sets using database and query tools to produce payment support, transaction analysis, and recurring financial reports.<br>• Contribute to budgeting, forecasting, and financial modeling activities by compiling data, validating assumptions, and supporting management requests.<br>• Generate weekly, monthly, quarterly, and year-end reports that assist with close activities and help maintain complete and reliable financial statements.<br>• Examine budget-to-actual and forecast-to-actual variances, identify underlying drivers, and summarize findings for business and finance partners.<br>• Prepare and review journal entries during month-end and year-end close processes while maintaining compliance with internal accounting standards.<br>• Identify opportunities to improve workflows, reduce manual effort, and strengthen controls through standardization and process enhancement initiatives.<br>• Support audit-related review activities by researching network submissions, tracking findings, and helping streamline analysis and documentation efforts.<br>• Complete ad hoc financial research, reporting, and analysis assignments as needed to support departmental priorities and decision-making.
  • 2026-08-12T00:00:00Z
Finance Coordinator
  • Lodi, CA
  • onsite
  • Temporary to Hire
  • 26.6 - 30.8 USD / Hourly
  • <p>We are looking for an Operations and Finance Coordinator to join a manufacturing organization in Lodi, California on a contract basis with the potential for a permanent position. This position supports both finance and customer-facing operations by helping maintain accurate account records, coordinating order-related administration, and assisting with billing and collections activities. The role is well suited for someone who brings solid accounting knowledge, strong attention to detail, and the ability to work effectively across departments in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Maintain customer account records with a high degree of accuracy, ensuring billing details, payment information, and account updates are entered correctly.</p><p>• Support order administration by reviewing transactions, coordinating documentation, and helping resolve discrepancies that affect customer accounts.</p><p>• Prepare and process invoices, monitor outstanding balances, and assist with collection follow-up to promote timely payment activity.</p><p>• Enter and verify financial and operational data in QuickBooks, Odoo, and related systems to preserve reliable reporting and account integrity.</p><p>• Serve as a point of coordination between customer service and finance teams to address account questions, payment issues, and order-related concerns.</p><p>• Assist with daily accounting support functions, including tasks related to accounts payable and accounts receivable coverage as needed.</p><p>• Review transaction records for completeness and accuracy, identifying errors and escalating issues for resolution when appropriate.</p><p>• Contribute to ongoing operational processes by organizing records, maintaining documentation, and supporting efficient workflow execution.</p>
  • 2026-08-05T00:00:00Z
Finance Coordinator
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 33 - 34 USD / Hourly
  • <p> This is a Long-term Contract opportunity offering a hybrid work arrangement and the chance to contribute to a fast-paced environment focused on accuracy, communication, and operational support. The ideal candidate will bring strong organizational skills, confidence working with vendors and internal partners, and the ability to manage multiple finance-related tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain purchase orders while ensuring information is complete, accurate, and aligned with internal guidelines.</p><p>• Communicate with vendors to address questions, follow up on outstanding items, and help resolve billing-related issues in a timely manner.</p><p>• Review, track, and process vendor invoices to support smooth financial operations and proper documentation.</p><p>• Partner with facilities and internal support teams to coordinate requests, scheduling needs, and operational follow-through.</p><p>• Assist with finance-related projects designed to improve workflows, support implementation activities, and strengthen team processes.</p><p>• Help organize and support training sessions tied to updated procedures, tools, or process enhancements.</p><p>• Prepare spreadsheets, records, and status updates using Microsoft Excel and other business systems to keep information current and accessible.</p><p>• Provide general coordination support to the finance team by managing priorities, responding to ad hoc requests, and maintaining clear communication across stakeholders</p>
  • 2026-07-30T00:00:00Z
Tax Director/Manager - Corporate
  • Turlock, CA
  • onsite
  • Permanent / Full Time
  • 149080 - 210000 USD / Yearly
  • We are looking for an accomplished corporate tax leader to guide tax planning, compliance, and risk management for a complex, multi-entity organization in Turlock, California. This role is ideal for a strategic specialist who can combine technical tax expertise with sound business judgment and effective executive communication. The position will partner closely with senior leadership to support enterprise decisions, strengthen tax processes, and help the business navigate federal, state, and indirect tax matters with confidence.<br><br>Responsibilities:<br>• Direct the company’s corporate tax function across multiple entities, ensuring alignment with business objectives and regulatory obligations.<br>• Lead the preparation, review, and oversight of federal and state income tax filings, provisions, and related reporting activities.<br>• Provide strategic guidance on indirect tax matters while identifying opportunities to improve tax efficiency and reduce exposure.<br>• Advise executive stakeholders on the tax implications of business initiatives, organizational changes, and long-term planning decisions.<br>• Support transaction activity such as mergers, acquisitions, asset divestitures, and financing arrangements by assessing tax consequences and recommending practical solutions.<br>• Strengthen tax controls, reporting workflows, and compliance processes to improve accuracy, consistency, and operational effectiveness.<br>• Collaborate with finance and cross-functional teams on tax-related system enhancements, process automation efforts, and implementation activities when applicable.<br>• Monitor legislative and regulatory developments and translate changes into actionable guidance for the organization.
  • 2026-07-31T00:00:00Z
Senior Finance Manager | Private Equity
  • San Jose, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 250000 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p>Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation</p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an excellent opportunity to work with complex private equity fund structures while partnering with a lean, highly technical finance team. The position provides exposure to both fund accounting and tax, along with meaningful visibility across the organization, technically challenging work, outstanding compensation and benefits, and strong long-term career growth within a leading investment platform.</p><p> </p><p>Responsibilities</p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>
  • 2026-08-03T00:00:00Z
Senior Financial Analyst
  • Fremont, CA
  • onsite
  • Temporary / Contract
  • 70 - 80 USD / Hourly
  • <p>We are looking for an experienced Senior Financial Analyst to join an engineering organization in Fremont, California. This long-term contract position will play a key role in financial planning, operational analysis, and executive reporting within a dynamic public-company environment. The ideal candidate brings strong FP&amp;A expertise, sound business judgment, and the ability to partner effectively with leaders across finance, accounting, and operations.</p><p><br></p><p>Responsibilities:</p><p>• Lead forecasting, budgeting, and annual planning activities to support business performance and strategic goals.</p><p>• Work closely with department leaders to deliver financial insights, planning guidance, and decision support across the organization.</p><p>• Evaluate revenue trends, gross margin performance, and spending patterns to identify risks and opportunities.</p><p>• Analyze manufacturing-related financial drivers, including material costs, labor, overhead, warranty exposure, and margin performance.</p><p>• Provide operational analysis focused on production efficiency, manufacturing output, and cycle time improvement opportunities.</p><p>• Prepare clear presentations and financial summaries for senior executives to support business reviews and planning discussions.</p><p>• Build and maintain financial models that inform scenario planning, investment decisions, and ongoing performance management.</p><p>• Partner with accounting and operations teams in a fast-paced environment to ensure accurate analysis and timely business support.</p>
  • 2026-08-01T00:00:00Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 170000 USD / Yearly
  • 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.
  • 2026-07-31T00:00:00Z
Tax Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 210000 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax &amp; Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients&#39; overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
  • 2026-08-07T00:00:00Z
Payroll Manager
  • San Ramon, CA
  • remote
  • Temporary / Contract
  • 50 - 60 USD / Hourly
  • <p>Robert Half Management Resources is looking for an experienced payroll manager to oversee large-scale payroll operations for one of our clients on an interim basis. This is a high-visibility, hands-on leadership role designed for an operational expert who thrives in high-volume, complex environments and excels at day-to-day execution and process improvement.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Manage and mentor a team of payroll specialists, fostering a culture of accuracy, accountability, and continuous professional development.</p><p>• Oversee the end-to-end processing and execution of US payroll for a massive population (100K+ employees), ensuring flawless execution, compliance, and timeliness across pay cycles.</p><p>• Drive the daily leverage and optimization of Workday Payroll, ensuring system capabilities are fully utilized to streamline workflows, auditing, and reporting.</p><p>• Ensure strict adherence to federal, state, and local payroll tax regulations, healthcare-specific labor requirements, and internal audit controls.</p><p>• Serve as the primary operational contact for key partners across HR, Finance, and Enterprise Systems to ensure alignment and resolve operational inquiries promptly.</p><p>• Identify operational bottlenecks, streamline day-to-day workflows, and implement scalable best practices to modernize and stabilize payroll delivery.</p>
  • 2026-08-12T00:00:00Z
Tax Manager - Corporate
  • Turlock, CA
  • onsite
  • Permanent / Full Time
  • 108318 - 150000 USD / Yearly
  • 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.
  • 2026-07-31T00:00:00Z
VP of Finance
  • Hayward, CA
  • onsite
  • Temporary / Contract
  • 65 - 85 USD / Hourly
  • <p>We are looking for an experienced finance leader to provide steady oversight during a critical period of growth for a school-focused food service and manufacturing business in Hayward, California. This Long-term Contract position will guide accounting and finance operations, maintain reliable reporting, and support leadership with clear visibility into financial performance and cash flow. The role is ideal for someone who can step in quickly, manage day-to-day execution, and help a scaling organization maintain strong financial discipline.</p><p><br></p><p>Responsibilities:</p><p>• Lead the monthly close and deliver accurate financial statements in accordance with applicable reporting standards and internal expectations.</p><p>• Direct the day-to-day work of the finance and accounting team, including accounts receivable, accounts payable, general ledger activity, and payroll oversight.</p><p>• Monitor billing, collections, and vendor disbursements to help ensure healthy working capital as transaction volume increases.</p><p>• Prepare cash flow projections and provide finance leadership with timely insight into liquidity, operating trends, and key business risks.</p><p>• Review financial results for covenant compliance and support reporting needs related to lenders, owners, and other stakeholders.</p><p>• Strengthen finance processes and controls to support continued expansion in a fast-moving operating environment.</p><p>• Oversee budgeting support and month-end activities to maintain consistency, accuracy, and accountability across the finance function.</p><p>• Help complete the ongoing MRP rollout with a focus on dependable inventory valuation, cost tracking, and financial reporting integrity.</p>
  • 2026-08-10T00:00:00Z
Financial Planner
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 140000 USD / Yearly
  • <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; 1 day onsite</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>
  • 2026-07-28T00:00:00Z
Accounting Lead
  • Stockton, CA
  • onsite
  • Temporary / Contract
  • 28.5 - 33 USD / Hourly
  • <p>We are looking for an experienced Accounting Lead to support a financial services organization in Stockton, California on a Long-term Contract basis. This role will provide hands-on leadership across core accounting activities, help maintain accurate financial records, and offer day-to-day guidance to accounting support staff. The position is ideal for a highly organized individual who can balance transactional oversight, process refinement, and collaborative problem-solving in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily general ledger activity to confirm financial data is accurate, complete, and properly recorded.</p><p>• Examine and authorize journal entries and related accounting transactions before final posting.</p><p>• Monitor account reconciliations on a regular basis and step in to complete them when additional support is needed.</p><p>• Provide day-to-day assistance to the accounting function, helping keep workflows organized and on schedule.</p><p>• Review accounts payable activity each week to promote timely processing and proper documentation.</p><p>• Investigate accounting variances and partner with the team to resolve issues efficiently.</p><p>• Strengthen accounting policies and procedures by identifying opportunities for clearer controls and improved consistency.</p><p>• Support Prologue-related implementation efforts and contribute to assigned finance and accounting projects.</p><p>• Offer guidance and informal leadership to accounting assistants while encouraging accuracy and accountability.</p><p>For immediate consideration please contact Cortney 209-225-2014 </p>
  • 2026-08-03T00:00:00Z
Financial Planner at RIA
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 150000 USD / Yearly
  • <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; 1 day onsite</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>
  • 2026-07-28T00:00:00Z