<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
<p>Alison Brenchley, Robert Half is on the lookout for an Organizational Development Partner to be part of our team based in Sunnyvale, California. The role is in the IT Software industry where you will be working closely with the VP of Global HR Services. Your primary tasks will be to develop, implement, and maintain impactful organizational development strategies. </p><p><br></p><p>Responsibilities </p><p>• Collaborate with all HR team levels to develop and build organizational and training programs.</p><p>• Utilize your knowledge of ERP solutions and CRM to maintain efficient and accurate customer credit records.</p><p>• Facilitate leadership development programs and present training initiatives.</p><p>• Ensure compliance and effective internal communication within the organization.</p><p>• Use your skills in strategic planning to process customer credit applications accurately and efficiently.</p><p>• Use your experience in ADP - Financial Services to monitor customer accounts and take appropriate action.</p><p>• Contribute to the budget process and internal reporting system to maintain financial health.</p><p>• Utilize your experience in 3M to work on career development strategies for the team.</p><p>• Leverage your skills in Human Resources (HR) Administration for effective organizational development.</p>
<p>We are looking for a skilled and detail-oriented Senior Accountant to join our team in Oakland, California. In this role, you will be responsible for maintaining the financial integrity of our real estate portfolio, which includes affordable housing and commercial properties. You will collaborate closely with the Controller and Director of Finance to ensure accurate financial reporting, tax compliance, and effective budget management.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Assist in preparing monthly, quarterly, and annual financial statements for the real estate portfolio, ensuring accuracy and timeliness of all accounting transactions.</li><li>Support financial reporting for funders, the board of directors, and other stakeholders.</li><li>Manage general and sub-ledgers for real estate assets, including accounts payable, receivable, and bank reconciliations.</li><li>Process real estate invoices, prepare and post journal entries for rent revenue, property taxes, insurance, and maintenance expenses.</li><li>Contribute to developing and managing annual budgets, cash flow projections, and project proformas.</li><li>Perform variance analyses, identify trends, and recommend budget adjustments.</li><li>Analyze financial data to identify opportunities across the real estate portfolio and assist in preparing feasibility studies, projections, and grant or financing proposals.</li><li>Maintain and strengthen internal controls to ensure compliance with GAAP, nonprofit accounting standards, and regulations related to affordable housing and commercial real estate.</li><li>Support management of banking relationships, JV financial reporting, and risk identification for real estate projects.</li><li>Assist in preparing and filing tax returns, property tax exemptions, and audit documentation for real estate entities.</li><li>Coordinate with auditors and lead audit preparation to ensure timely and accurate reporting.</li><li>Participate in meetings, training, and special projects as needed.</li><li>Attend required in-person meetings (2–4 days per month), complete performance reviews, and engage in monthly professional development.</li><li>Maintain organized documentation, complete administrative reporting, and meet regularly with supervisors to review performance and goals.</li></ul>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>Are you a client-focused professional with a passion for financial services and a drive to grow your career in wealth management? Join a dynamic and rapidly expanding investment advisory firm that values continuous learning, collaboration, and excellence in client service.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you’ll play a pivotal role in supporting high-net-worth clients and ensuring the smooth operation of portfolio activities. You’ll be part of a knowledgeable and supportive team, receive hands-on training in industry-leading tools and technologies, and contribute meaningfully to client relationships and operational success.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to sophisticated clients.</li><li>Process account openings, transfers, closures, and other documentation.</li><li>Prepare and execute trades and client transactions promptly.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain accurate and confidential client records.</li><li>Ensure compliance with regulatory requirements and internal policies.</li><li>Monitor and respond to client communications with urgency and professionalism.</li><li>Track client scheduling and meeting documentation.</li><li>Reconcile client portfolios with custodial records and maintain data integrity.</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k).</li><li>A culture of learning with training in industry tools like FactSet, Bloomberg, and Morningstar Direct.</li><li>Opportunities for career advancement and skill development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p><strong>Financial Advisor – Wealth Management | San Ramon, CA</strong></p><p>A thriving wealth management firm in San Ramon is seeking an experienced <strong>Financial Advisor</strong> to join its team. This is a unique opportunity to inherit a well-established book of recurring-revenue clients and expand your practice with the full backing of a high-integrity, collaborative environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Financial Advisor, you’ll deliver strategic guidance and comprehensive planning across investments, retirement, insurance, and more. With a strong client base from day one, you’ll have the autonomy to grow your business while benefiting from a supportive infrastructure and a team that values integrity, service, and long-term relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide personalized financial planning aligned with each client’s goals and values</li><li>Build and maintain lasting client relationships through proactive communication and trust</li><li>Monitor market trends and adjust investment strategies accordingly</li><li>Ensure compliance with industry regulations and internal standards</li><li>Collaborate with internal specialists to deliver holistic client solutions</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Step into a meaningful, established client book</li><li>Work alongside a values-driven, growth-oriented team</li><li>Receive full operational and strategic support to grow your practice</li><li>Enjoy competitive compensation, comprehensive benefits, and long-term career development</li></ul><p><strong>Interested in learning more?</strong></p><p> Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this opportunity aligns with your next career move.</p>
<p>Workday Business Systems Analyst III Finance Business Systems</p><p><br></p><ul><li>100% Remote</li><li>Must be located in the US</li><li>Must be US Citizen or Green Card Holder</li><li>This position does NOT offer C2C or Sponsorship now or in the future!</li></ul><p><br></p><p>Robert Half is searching for a strong Workday Business Systems Analyst III Finance Business Systems- you will be responsible for supporting and maintaining our global enterprise applications.</p><p>You will work with the business, technical staff and vendors to assess business requirements and processes and align them with appropriate technology solutions that result in improved functionality, process efficiency and accuracy. You will lead and support all aspects of delivery inclusive of planning, analysis, requirements, design, configuration, testing, deployment and support. Must have experience with Workday Finance Business Systems</p><p><br></p>
<p>We are looking for an experienced<strong> Patient Access Supervisor</strong> to join our team in Merced, California. In this contract to hire position, the <strong>Patient Access Supervisor</strong> will play a vital role in overseeing patient access operations, ensuring seamless processes, and delivering exceptional customer service. The <strong>Patient Access Supervisor</strong> is an excellent opportunity to contribute to the efficiency and quality of healthcare services in a dynamic and collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and guide patient access staff, ensuring adherence to policies and procedures while fostering a positive work environment.</p><p>• Develop and manage staff schedules to optimize workflow and maintain cost-effective operations.</p><p>• Provide technical expertise and serve as a resource for team members and management on patient access procedures.</p><p>• Oversee and participate in the training and onboarding of new employees, ensuring compliance with organizational standards and policies.</p><p>• Address and resolve customer complaints and issues promptly, coordinating with other departments to achieve effective solutions.</p><p>• Monitor and evaluate staff performance, providing feedback and implementing development plans as needed.</p><p>• Maintain accurate and organized documentation, ensuring compliance with HIPAA and other privacy regulations.</p><p>• Collaborate with management to redesign and improve patient access processes and systems, enhancing service quality and staff productivity.</p><p>• Manage the ordering of supplies and ensure the work environment is organized, efficient, and well-maintained.</p><p>• Support patient access functions across multiple facilities as needed, ensuring seamless service delivery.</p>
<p>We are looking for an experienced HR Generalist to join our team in Modesto, California. The ideal candidate will play a pivotal role in fostering a positive workplace culture, managing talent acquisition, and ensuring compliance with labor laws. This position requires a proactive individual with a strong ability to coordinate HR processes and support organizational goals. Call or text Edgar Gonzalez 209 395 2259</p><p><br></p><p>Responsibilities:</p><p>• Drive talent acquisition efforts by utilizing job boards, staffing agencies, and employee referrals.</p><p>• Facilitate onboarding processes to ensure a seamless transition for new hires.</p><p>• Promote employee engagement and retention through cultural initiatives and recognition programs.</p><p>• Maintain and document performance management and training programs, ensuring accuracy and completion.</p><p>• Administer payroll, compensation, and benefits programs, including health insurance.</p><p>• Ensure compliance with California labor laws and federal regulations, conducting regular reviews.</p><p>• Conduct stay interviews, exit surveys, and analyze feedback for improvement opportunities.</p><p>• Collaborate with department heads to implement training programs and track participation.</p><p>• Support leadership initiatives aimed at resetting team culture and enhancing retention.</p><p>• Develop and oversee recognition programs to celebrate employee achievements.</p>
<p>Our client is seeking a strategic <strong>Manager, Business Systems Analysts</strong> to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul><p><strong>Strategic Planning & Execution</strong></p><ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul><p><strong>Operational Excellence & Governance</strong></p><ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul><p><strong>Team Enablement & Accountability</strong></p><ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul><p><br></p>
<p>Reputable family law firm is seeking an Attorney to join their team. In this role, you will have the opportunity to work in the family law industry, managing multiple tasks simultaneously and developing your skills with seasoned attorneys. This role involves executing case strategies, managing high-level cases, communicating effectively, and participating in business development and networking functions.</p><p><br></p><p>Responsibilities:</p><p>• Execute case strategy with senior attorneys, paralegals, and support staff</p><p>• Manage high-level/high asset cases, including preparation for depositions and reviewing court documents</p><p>• Draft letters, write and review discovery, and prepare responses to opposing counsel</p><p>• Generate status reports and manage multiple tasks simultaneously</p><p>• Support case planning by preparing pleadings, monitoring discovery responses, and organizing materials for case review</p><p>• Communicate effectively with clients and opposing counsel to progress through the case process</p><p>• Participate in trial proceedings and work with support staff in organizing evidence, preparing exhibits, scheduling witnesses, and ensuring witness readiness</p><p>• Attend court proceedings in person and virtually as needed to represent clients</p><p>• Participate in business development and networking functions</p><p>• Utilize proficiency with MS Office, Outlook, and other legal-related technology applications to accomplish tasks.</p>
<p>Our client is seeking a highly organized and detail-oriented Litigation Paralegal Analyst to join their Legal team. This is a fully remote, contract-to-hire opportunity offering the chance to work with a mission-driven organization that has been transforming lives for over 40 years.</p><p><br></p><p>If you're passionate about legal operations, thrive in fast-paced environments, and want to contribute to meaningful work that impacts real people, we want to hear from you!</p><p><br></p><p><strong>Requirements:</strong></p><ul><li>Must have prior remote work experience and be comfortable operating independently in a virtual environment.</li><li>In-house litigation experience is essential.</li><li>Provide litigation support in labor & employment, civil rights, sexual assault, real estate, and consumer law matters.</li><li>Review and analyze legal claims, demand letters, and subpoenas.</li><li>Identify, preserve, and collect records and electronically stored information using legal hold processes.</li><li>Pull records from HRIS and membership systems.</li><li>Organize, summarize, and analyze records and data.</li><li>Manage insurance claims reporting and respond to adjuster requests.</li><li>Maintain organized records across various lines of coverage.</li><li>Assist attorneys with internal/external complaints and government agency filings.</li><li>Support development of training and presentation materials using case metrics.</li><li>Serve as liaison for witnesses in litigation.</li><li>Perform legal research and draft basic legal documents using Lexis/Nexis templates.</li><li>Administer matter management, e-billing, and legal hold systems, including report creation and scheduling.</li><li>Support other legal projects and tasks as needed.</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half’s Finance & Accounting Division</strong> is partnering with a <strong>boutique wealth management firm</strong> dedicated to helping high-net-worth individuals, families, and businesses gain clarity and confidence in their financial future. The firm takes a highly personalized approach that goes beyond traditional advice—empowering clients to elevate their financial strategy, achieve meaningful growth, and reach long-term goals.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking an <strong>Associate Wealth Advisor</strong> to join its collaborative and client-focused team. This individual will play an integral role in supporting advisors, managing client relationships, and helping clients navigate all aspects of their financial lives—from onboarding and planning to investment execution.</p><p>This is an excellent opportunity for someone who thrives in a relationship-driven environment and is eager to grow within a firm that values mentorship, professional development, and a client-first philosophy.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop customized financial plans and investment strategies using firm-approved software.</li><li>Assist in onboarding new clients and building relationships, particularly with CPA firms for investment management support.</li><li>Participate in client meetings, take detailed notes, and ensure follow-up on action items.</li><li>Serve as a primary point of contact for clients, providing responsive, high-touch service.</li><li>Build trust with clients by engaging thoughtfully and focusing on relationship-building before investment recommendations.</li><li>Manage the CRM and track client interactions to maintain accurate records.</li><li>Oversee client documentation from account opening to ongoing maintenance.</li><li>Prepare client presentations and meeting materials.</li></ul><p><br></p><p><br></p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing investment advisory firm is seeking a <strong>Client Service Associate</strong> to join its high-performing team. This role offers hands-on experience in client relations, portfolio operations, and investment analysis, with access to cutting-edge tools like FactSet, Bloomberg, and Morningstar Direct. Ideal for professionals looking to deepen their expertise and grow within a collaborative, education-focused environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver high-touch service to sophisticated clients</li><li>Process account openings, transfers, trades, and other transactions</li><li>Prepare performance reports and support client meetings</li><li>Maintain accurate client documentation and ensure compliance</li><li>Monitor client communications and portfolio needs</li><li>Reconcile client accounts with custodial records</li></ul><p><strong>What’s Offered</strong></p><ul><li>Competitive compensation based on experience</li><li>Full healthcare benefits</li><li>401(k) retirement plan</li><li>Ongoing training and career development</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
Key Responsibilities:<br>Prepare federal, state, and local tax returns for individuals, corporations, partnerships, and trusts<br><br>Assist in tax planning and projections under the supervision of senior staff and managers<br><br>Conduct tax research and document findings<br><br>Ensure compliance with relevant tax laws and firm procedures<br><br>Communicate with clients to gather necessary information and resolve basic inquiries<br><br>Maintain organized and accurate workpapers and supporting documentation<br><br>Participate in client engagements and support the team in meeting deadlines<br><br>Stay current on tax regulations and accounting standards through firm training and professional development<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation or CPA track preferred)<br><br>0–2 years of public accounting or tax preparation experience (internships welcome)<br><br>Working knowledge of U.S. tax laws and basic accounting principles<br><br>Strong attention to detail and organizational skills<br><br>Excellent written and verbal communication abilities<br><br>Proficiency in Microsoft Excel; experience with tax software (e.g., ProSystem fx, CCH Axcess, Lacerte) a plus<br><br>Actively pursuing CPA license or intent to pursue required
<p>We are looking for a highly motivated and detail-oriented Project Manager to join our team on a long-term contract basis. In this role, you will collaborate closely with a serial entrepreneur who oversees a diverse portfolio of businesses, including SaaS, fintech, education, retail, and real estate. This position offers the unique opportunity to gain hands-on experience across multiple ventures, including supporting the launch of new companies and driving strategic initiatives to completion.</p><p><br></p><p>Responsibilities:</p><p>• Lead the execution of complex, multi-disciplinary projects across a portfolio of businesses.</p><p>• Monitor progress on company initiatives, ensuring deadlines, tasks, and deliverables are met.</p><p>• Work directly with the founder to transform strategic goals into actionable plans.</p><p>• Coordinate marketing efforts by managing internal teams and external contractors.</p><p>• Organize and oversee multiple simultaneous projects with minimal supervision.</p><p>• Ensure accountability by documenting meeting outcomes and tracking follow-ups.</p><p>• Collaborate with various departments, including finance, HR, software development, and clinical teams.</p><p>• Assist with budgeting, operational tracking, and basic financial modeling.</p><p>• Drive operational readiness and go-to-market strategies for new business launches.</p><p>• Manage vendor relationships and outsourced workflows as needed.</p>
<p>Join our team as a Staff Accountant in Robert Half’s Full-Time Engagement Professionals (FTEP) program and enjoy the best of both worlds—stability and variety. As a full-time employee, you’ll collaborate with diverse clients across industries, tackle critical accounting projects, support interim staffing needs, and make a lasting impact on organizations that rely on your expertise.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong> Key Responsibilities: </strong></p><ul><li>Perform general ledger accounting, journal entries, and account reconciliations.</li><li>Support month-end and year-end close processes, including financial statement preparation.</li><li>Analyze and resolve discrepancies in accounts, ensuring accuracy and compliance.</li><li>Assist with payroll processing, accounts payable/receivable, and fixed asset accounting.</li><li>Prepare reports for management and provide recommendations for process improvements.</li></ul>
JOB SUMMARY:<br>The Senior Accountant is responsible for day-to-day operational activities within the Finance Department, including accounts payable, bank reconciliations, payroll, journal entries, fixed assets and general ledger. In support of the Director of Finance, the Senior Accountant will assist with various financial responsibilities and special projects as assigned.<br><br>ESSENTIAL DUTIES<br>Responsible for overseeing the daily responsibilities of the Accounts Payable Specialist. This includes daily entry of accounts payable, weekly check runs and annual 1099 filings. <br>Reconcile bank statements.<br>Prepare monthly journal entries related to accounting responsibilities, i.e., prepaid expenses, payroll and benefits, fixed assets, month-end accruals, accrued revenue, on-the job training reimbursements, etc. <br>Maintain Lease Accounting Software.<br>Analyze monthly account variances and reconcile differences.<br>Prepare monthly balance sheet reconciliations and quarterly sales tax reports.<br>Prepare monthly financials including supporting schedules for management and Board of Directors.<br>Assist with welfare claim exemption and business property tax statement filings.<br>Support preparation of annual budget, year-end audit and tax schedules.<br>Regular attendance is required to perform the essential functions of the job.<br><br>SECONDARY DUTIES<br>Serve as backup for payroll and select HRIS responsibilities.<br>Support the Director of Finance with accounting projects as requested.<br><br>MINIMUM REQUIREMENTS<br>Education Required: Bachelor of Science Degree, with concentration in accounting. <br>Experience Required: Four years accounting experience working in a similar role. Payroll experience a plus.<br><br>JOB SPECIFICATIONS<br>Knowledge Required: Basic knowledge of accounting and office practices. Effective written and verbal communication and organizational skills.<br>Equipment Used: Desktop PC, copier, 10-key calculator, multi-line telephone system.<br> <br>Software Used: Office 365, Outlook, Word, Excel, PowerPoint, PowerPlan, Paycom, and SAP
<p>We are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving strategies for ultra-affluent clients, helping them achieve their charitable goals while aligning with their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management to deliver impactful solutions and provide high-level guidance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of comprehensive philanthropic plans tailored to individual client needs and visions.</p><p>• Build and nurture strong, detail-focused relationships with clients while delivering high-quality consulting services.</p><p>• Collaborate with internal teams, firm partners, and external advisors to create and implement strategies for charitable giving, entity structuring, and wealth transfer.</p><p>• Provide training and mentorship to team members, enhancing their ability to identify and act on philanthropic opportunities.</p><p>• Develop and manage project budgets, allocate resources effectively, and oversee the progress of philanthropy engagements.</p><p>• Evaluate the outcomes and effectiveness of charitable contributions, ensuring alignment with clients’ objectives.</p><p>• Partner with firm leadership to establish and implement best practices for philanthropic planning and client services.</p><p>• Contribute to recruitment efforts and assist in building a skilled and knowledgeable team.</p><p>• Maintain expertise in tax implications, estate planning, and succession strategies to inform client solutions.</p>
<p><strong>Job Posting: Senior Accountant</strong></p><p><strong>Employment Type:</strong> Contract </p><p><strong>Compensation:</strong> $38 - $50 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their <strong>Senior Accountant</strong> position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and professional development. As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>As a Senior Accountant, you will:</strong></p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise junior accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
<p><strong>Job Posting: Senior Accountant</strong></p><p><strong>Employment Type:</strong> Contract </p><p><strong>Compensation:</strong> $38 - $50 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their <strong>Senior Accountant</strong> position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and professional development. As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>As a Senior Accountant, you will:</strong></p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise junior accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
We are looking for an experienced Customer Service Manager to oversee daily branch operations, drive sales growth, and lead a team in delivering exceptional customer service. In this role, you will ensure operational efficiency, compliance with regulations, and the promotion of a service-oriented culture through effective coaching and staff development. This is a Contract-to-Permanent position based in Stockton, California.<br><br>Responsibilities:<br>• Manage the daily operations of the branch, including teller activities, vault balancing, and customer service functions.<br>• Drive sales and revenue growth by promoting and selling a variety of bank products and services.<br>• Ensure compliance with regulatory requirements and maintain operational soundness within the branch.<br>• Supervise, coach, and develop branch staff to meet service expectations, policies, and procedures.<br>• Conduct regular one-on-one meetings and team discussions to set goals and address operational issues.<br>• Oversee hiring, training, and retention efforts to build a skilled and motivated team.<br>• Maintain staff schedules to ensure adequate coverage and efficient workflow.<br>• Address customer concerns by providing timely resolutions and maintaining high levels of confidentiality.<br>• Participate in community engagement and establish strong public relations with customers and local organizations.<br>• Perform audits and pre-audits to identify risks and ensure adherence to compliance procedures.
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to grow their careers in financial planning, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p>We are recruiting for a Controller to become an integral part of our clients team. The job is located in Stanislaus County. The Controller will be responsible for the comprehensive review of financial and operational reports for various business entities and the preparation of consolidated financial statements monthly. The role also involves effective communication with all levels of employees to achieve organizational goals. Call or text Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Review financial and operational reports for several business entities in detail</p><p>• Prepare consolidated financial statements on a monthly basis</p><p>• Communicate effectively with all levels of employees to ensure organizational mandates are met</p><p>• Supervise designated accounting staff, including training, motivating, and evaluation to ensure the department's efficient and detail-oriented operation</p><p>• Facilitate effective and timely communication between the audit team and staff during company audits</p><p>• Ensure adherence to internal control processes and practices</p><p>• Assist the external tax accounting firm by providing necessary information for return filing</p><p>• Approve and prepare journal entries</p><p>• Prioritize and multi-task to meet assigned deadlines</p><p>• Develop and promote effective working relationships with staff, management, and internal and external customers</p><p>• Protect and maintain company confidential information</p><p>• Identify and implement opportunities for process improvements</p><p>• Undertake additional duties as assigned.</p>
<p>We are looking for an experienced Payroll Administrator to join our team in Hayward, California. This role requires expertise in handling multi-state payroll processes for both union and non-union employees. The ideal candidate will be detail-oriented, adept at managing complex payroll systems, and capable of ensuring compliance with all applicable regulations.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Administer weekly and biweekly payroll processing</li><li>Manage employee onboarding and offboarding activities</li><li>Review timekeeping records, validate wages, and resolve discrepancies</li><li>Develop documentation and deliver training on UKG for new and existing employees</li><li>Maintain and update confidential employee information in UKG Kronos</li><li>Respond to employee questions regarding payroll and benefits</li><li>Process union documentation and benefit-related paperwork</li><li>Submit biweekly census reports to benefit broker for new hires, terminations, and changes</li><li>Prepare reports for internal teams and external stakeholders</li><li>Support internal and external audit processes</li><li>Perform additional duties as assigned</li></ul>
