<p>We are looking for a skilled and organized Medical Receptionist to join our team on a contract basis in Oakland, California. In this role, you will be the first point of contact for patients, ensuring a welcoming and attentive experience. Your responsibilities will include managing front office operations, scheduling appointments, and supporting efficient patient care. This is an excellent opportunity for an experienced individual with a strong background in medical administration to contribute to a dynamic healthcare environment.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist patients upon arrival, ensuring a friendly and attentive atmosphere.</p><p>• Schedule and confirm patient appointments while maintaining an organized calendar.</p><p>• Handle patient check-in and check-out processes, including verifying necessary documentation.</p><p>• Manage incoming calls, answer inquiries, and route messages to appropriate staff members.</p><p>• Maintain accurate and up-to-date patient records and ensure confidentiality at all times.</p><p>• Coordinate with medical staff to facilitate smooth patient flow and timely care.</p><p>• Process insurance information and assist with billing inquiries when needed.</p><p>• Ensure the cleanliness and organization of the front office area.</p><p>• Address and resolve patient concerns promptly and effectively.</p><p>• Perform general administrative duties to support the daily operations of the medical office.</p><p><br></p><p>If you are interested in the role, please apply for the role and call us at (510) 470-7450</p>
<p>We are looking for a skilled Part- time, Administrative Assistant to join our team in Sacramento, California, on a Contract to permanent basis. This role is vital in ensuring smooth day-to-day operations, supporting various administrative tasks, and maintaining a high level of organization. The ideal candidate will possess excellent communication skills and demonstrate professionalism when handling confidential information.</p><p><br></p><p><strong>** Must be okay with part time hours and work schedule **</strong></p><p><br></p><p>Responsibilities:</p><p>• Manage scheduling of meetings, coordinate travel arrangements, and create detailed reports as required.</p><p>• Prepare and oversee correspondence, reports, and documentation to ensure accuracy and quality.</p><p>• Organize and facilitate meetings, conferences, and special events, ensuring all logistical details are handled.</p><p>• Monitor and maintain office supply inventory to ensure smooth operations.</p><p>• Handle sensitive information with discretion and professionalism, adhering to confidentiality standards.</p><p>• Coordinate information flow between internal departments and external stakeholders.</p><p>• Respond to inquiries and requests from senior management in a timely and efficient manner.</p><p>• Assist with project setup and management to support departmental initiatives.</p><p>• Develop and maintain organized filing systems and office procedures to optimize workflow.</p><p>• Provide additional administrative support as needed to meet the demands of the team.</p>
We are looking for a dedicated Senior Executive Assistant to provide high-level administrative support for executives in the financial services sector. This Contract-to-Permanent position offers an excellent opportunity for professionals skilled in managing complex schedules and ensuring seamless communication across teams. Join us in Stockton, California, and contribute to a dynamic environment where precision and organization are key.<br><br>Responsibilities:<br>• Manage executive calendars, including scheduling meetings, appointments, and conference calls.<br>• Coordinate and organize virtual meetings using platforms such as Cisco Webex.<br>• Prepare and process financial documentation through systems like ADP and Concur.<br>• Maintain and update CRM databases to ensure accurate record-keeping.<br>• Oversee timekeeping and payroll processes using Kronos and About Time systems.<br>• Draft and edit correspondence, presentations, and reports for executive review.<br>• Facilitate effective communication between executives and internal or external stakeholders.<br>• Plan and execute travel arrangements, including booking accommodations and managing itineraries.<br>• Handle confidential information with discretion and professionalism.<br>• Assist in organizing and managing administrative projects to support executive operations.
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Merced, California. This role requires a bilingual Spanish speaker who can provide essential administrative support, ensuring smooth day-to-day operations. If you excel at organizing, scheduling, and multitasking, this opportunity may be the perfect fit for you.<br><br>Responsibilities:<br>• Coordinate and manage schedules, meetings, and travel arrangements for staff and board members.<br>• Prepare and distribute meeting agendas, reports, and minutes to ensure effective communication.<br>• Assist in creating presentations, spreadsheets, and other documents to support team activities.<br>• Maintain accurate filing systems, including electronic and paper filing, for easy document retrieval.<br>• Handle e-filing processes with precision and attention to detail.<br>• Provide additional administrative support as needed to ensure seamless office operations.<br>• Collaborate with team members to address organizational needs and priorities.
<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 Accounts Payable Clerk to join our team in Stockton, California. In this long-term contract position, you will play a key role in ensuring accurate and efficient handling of financial transactions. This is an excellent opportunity to contribute to a non-profit organization and grow your expertise in accounts payable processes.</p><p><br></p><p><strong>Job Title:</strong> Part-Time Accounts Payable Specialist (Nonprofit | Temp-to-Perm)</p><p> <strong>Schedule:</strong> Monday–Friday, 8:00 a.m.–1:30 p.m. (25 hours/week)</p><p> <strong>Start:</strong> ASAP</p><p><strong>Summary:</strong></p><p> The Accounts Payable Specialist supports the Finance Department by processing invoices, payments, and cash receipts in accordance with established procedures and internal controls.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and verify invoices, payments, and employee expense reports.</li><li>Maintain accurate documentation in SAP; reconcile vendor statements and resolve discrepancies.</li><li>Prepare and file year-end 1099s.</li><li>Record daily cash receipts and assist with monthly closings.</li><li>Provide general administrative support to the Finance Department as needed.</li></ul><p><strong>Qualifications:</strong></p><ul><li>High school diploma or GED required.</li><li>Minimum <strong>3 years of accounts payable experience.</strong></li><li>Proficient in <strong>SAP, Excel, and Word.</strong></li><li>Strong attention to detail and ability to meet deadlines.</li></ul><p>Please call Cortney for immediate consideration 209-225-2014 </p>
<p>We are looking for an Office Manager/Executive Assistant to support a small investment firm in Walnut Creek. This person will play a critical role in ensuring the seamless day-to-day operations of the office while providing executive-level support to our leadership team.</p><p> </p><p>Key Responsibilities:</p><p>This role combines office management with executive support duties, ensuring efficient daily operations and supporting the leadership team. Key responsibilities include:</p><p> </p><p>Office Manager/Executive Support Duties:</p><p> </p><p>Administrative Operations: Oversee day-to-day office activities, ensuring that all systems and processes run effectively.</p><p>Supply Management: Order office supplies, business cards, and other essential materials as needed.</p><p>Catering Coordination: Manage daily catered meals for the office, ensuring quality and timely delivery.</p><p>Event Coordination: Lead the planning and execution of major company events, such as the annual holiday party and investor conference.</p><p>Executive Support</p><p>Scheduling: Manage and coordinate complex calendars for executives, including arranging meetings and appointments.</p><p>Expense Reporting: Prepare and process expense reports for executives promptly and accurately.</p><p>Anticipatory Assistance: Proactively anticipate the needs of executives and the broader team, providing solutions before issues arise.</p><p>Required Skills and Qualifications:</p><p>Experience: Minimum of 5 years of experience in an administrative, office management, or executive support role.</p><p>Independent and Proactive: Ability to work independently, take initiative, and identify opportunities to streamline processes or improve workflows.</p><p>Attention to Detail: Highly organized, detail-oriented, and dedicated to completing tasks efficiently and accurately.</p><p>Time Management: Proven ability to handle multiple priorities and work well under pressure to meet deadlines.</p><p>Communication Skills: Exceptional verbal and written communication skills.</p><p>Technical Proficiency: Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Canva, Mailchimp) and familiarity with scheduling and expense management tools</p><p>Event Coordination Experience: Experience planning and executing corporate events, such as conferences or parties, is strongly preferred.</p><p> </p><p>Must be able to travel a few times a year for conferences.</p><p> </p><p>If you are interested in this Office Manager/Executive Assistant role, please apply today!</p>
<p>We are looking for a meticulous Administrative Assistant to join our team in Antioch, California. This role is a Contract to permanent position and requires consistent, onsite availability. The ideal candidate will play a key role in supporting daily operations, maintaining efficient workflows, and ensuring smooth communication across the office.</p><p><br></p><p>Responsibilities:</p><p>• Accurately input data into spreadsheets and Smartsheet to maintain organized records.</p><p>• Manage outgoing mail and correspondence, including drafting and sending emails.</p><p>• Monitor and replenish office supplies, including snacks for the kitchen, to ensure continuous availability.</p><p>• Verify and review timesheets submitted by the superintendent every morning, addressing any missing timecards.</p><p>• Answer inbound calls and provide prompt and attentive customer service.</p><p>• Schedule appointments and maintain calendars to optimize time management.</p><p>• Coordinate with team members to ensure timely completion of administrative tasks.</p><p>• Assist with creating reports and presentations using Microsoft Office tools.</p><p>• Support general office operations and contribute to a productive work environment.</p><p><br></p><p>If you are interested in this administrative assistant role, submit your resume today! </p>
<p>We are looking for a personable and organized Office Assistant to join our team in Angels Camp California. In this role, you will serve as the first point of contact for clients and visitors, providing outstanding customer service while managing administrative tasks effectively. This is a Contract position within the insurance industry, offering an excellent opportunity to contribute to a dynamic and fast-paced office environment. Goal is industry experience and preferably licensed. </p><p><br></p><p>Responsibilities:</p><p>• Welcome clients and guests warmly, ensuring a meticulous and friendly reception experience.</p><p>• Answer incoming calls, take accurate messages, and respond to inquiries regarding insurance policies and procedures.</p><p>• Manage appointment scheduling and maintain an organized calendar for the office.</p><p>• Handle administrative duties such as filing, data entry, scanning, and distributing documents.</p><p>• Prepare correspondence, reports, and other essential materials in a timely manner.</p><p>• Keep the reception area clean, organized, and presentable.</p><p>• Process both incoming and outgoing mail efficiently.</p><p>• Support internal teams with various administrative tasks as needed.</p>
<p>We are looking for an experienced Senior Administrative Assistant to join our team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.</p><p><br></p><p>Senior Administrative Assistant Responsibilities:</p><p>1. Account Management:</p><p>• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.</p><p>• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.</p><p>2. Administrative Support:</p><p>• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.</p><p>• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.</p><p>3. Communication:</p><p>• Serve as the client’s primary point of contact for account questions.</p><p>• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.</p><p>4. Compliance:</p><p>• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).</p><p>• Monitor client account activity to detect and resolve compliance issues.</p><p>5. Team Collaboration:</p><p>• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.</p><p>• Participate in team meetings to discuss best practices and solutions for improving client service delivery.</p><p>• Assist with special projects assigned by direct management and the CCO.</p><p><br></p><p>If you are interested in applying to our Senior Administrative Assistant Position, submit your resume today!</p>
<p>We are looking for an experienced Real Estate Services Coordinator to join our team in Sunnyvale, CA. This contract position involves providing administrative support and ensuring smooth daily operations within a property management environment. The ideal candidate will excel in customer service, communication, and administrative tasks while working on-site five days a week.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and direct them to the appropriate personnel or resources.</p><p>• Handle incoming service requests and dispatch them to the correct teams for resolution.</p><p>• Assist with processing invoices and maintaining accurate records.</p><p>• Support the management team with administrative duties, including scheduling and correspondence.</p><p>• Coordinate communication with tenants, vendors, and engineering staff as needed.</p><p>• Monitor and manage work order systems to ensure timely task completion.</p><p>• Provide front desk coverage and act as the first point of contact for inquiries.</p><p>• Help facilitate the smooth operation of mixed-use retail and office properties.</p><p>• Address tenant concerns promptly and professionally, escalating issues when necessary.</p>
<p>We are looking for an experienced Bookkeeper to join our team in Danville, California. The ideal candidate will play a crucial role in managing financial tasks for high-net-worth clients, ensuring accuracy, confidentiality, and exceptional customer service. This position offers a friendly office environment with the potential for remote work after an initial in-office period.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage client bill payments and oversee all related financial processes.</p><p> • Record and categorize transactions accurately in Quicken, including customized client reporting.</p><p> • Prepare and complete monthly bank reconciliations and financial reports.</p><p> • Communicate directly with client vendors (e.g., utilities, home services) to ensure timely payments and issue resolution.</p><p> • Monitor client account cash flow and coordinate funding as needed.</p><p> • Deliver personalized client support, including move coordination, utility setup, detailed reporting, charge dispute research, and collaboration with insurance brokers.</p>
We are looking for a detail-oriented and organized Administrative Assistant to join our team on a long-term contract basis in Fairfield, California. This role involves supporting departmental operations through a variety of administrative tasks, including document preparation, data management, and communication with staff and the public. If you excel at multitasking and thrive in a collaborative environment, we encourage you to apply.<br><br>Responsibilities:<br>• Perform advanced and confidential administrative tasks requiring independent judgment and technical expertise.<br>• Research and compile data from multiple sources to assist in the preparation of forms, reports, and calculations.<br>• Provide clear and accurate information to both the public and staff, explaining policies and procedures as needed.<br>• Organize and maintain departmental files and official records for easy access and retrieval.<br>• Draft, proofread, and finalize correspondence, reports, and other documents, ensuring accuracy and compliance with policies.<br>• Track and process official documents, ensuring timely issuance and proper documentation.<br>• Operate computer systems to input, retrieve, and analyze data, producing detailed reports as required.<br>• Coordinate office logistics, including ordering supplies, scheduling equipment repairs, and maintaining reference materials.<br>• Review system-generated reports for accuracy, correcting discrepancies to ensure data integrity.<br>• Attend meetings, take minutes, and distribute finalized documentation to relevant stakeholders.
<p>VACATION COVERAGE 11/23-12/3</p><p><br></p><p>Responsibilities:</p><p>• Welcome patients and visitors with professionalism, providing assistance and guidance as needed.</p><p>• Manage appointment scheduling, confirmations, and rescheduling while maintaining accurate records of cancellations or missed appointments.</p><p>• Verify insurance coverage and gather required information to support billing processes.</p><p>• Input and maintain precise patient data within electronic medical record systems such as Epic or Cerner.</p><p>• Handle billing tasks by collecting copays, managing forms, and ensuring accurate account reconciliation.</p><p>• Respond to inbound calls, addressing patient inquiries and redirecting them to appropriate departments.</p><p>• Assist with patient check-ins, ensuring all necessary documentation is completed.</p><p>• Support administrative tasks, including maintaining charts, graphs, and other patient-related records.</p><p>• Collaborate with healthcare staff to ensure seamless communication and workflow.</p><p>• Uphold confidentiality and compliance with medical regulations in all interactions.</p>
<p>We are looking for an experienced Accounting Manager/Supervisor to join our clients team in the Stanislaus County. In this role, you will lead and oversee all aspects of the accounting function, ensuring accuracy, compliance, and efficiency in financial operations. The ideal candidate will have a strong background in construction accounting and a proven ability to manage teams while driving process improvements. if interested call or text Edgar Gonzalez - 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Provide strategic direction for daily accounting operations, including accounts payable, accounts receivable, payroll, month-end close, and internal reporting.</p><p>• Lead and mentor the in-office accounting team, fostering accountability and precision in financial tasks.</p><p>• Analyze gross profit margins and job cost data to support informed business decisions.</p><p>• Oversee progress billing processes to ensure contract compliance and optimize billing efficiency.</p><p>• Review and validate commission structures tied to job profitability.</p><p>• Develop, implement, and maintain Standard Operating Procedures (SOPs) for the accounting department.</p><p>• Manage lien processes, including tracking, notices, and waivers, to ensure compliance.</p><p>• Coordinate financial activities across multiple office locations to maintain consistency and accuracy.</p><p>• Monitor overhead and operational expenditures, identifying opportunities for cost savings and efficiency.</p><p>• Collaborate closely with leadership on forecasting, budgeting, and enhancing financial processes.</p>
<p><strong>Key Responsibilities:</strong></p><ul><li>Schedule interviews, manage onboarding, and oversee pre-employment screenings</li><li>Maintain applicant tracking and staffing reports</li><li>Partner with hiring managers and HR team to ensure a smooth candidate experience</li><li>Support sourcing, documentation, and HR process improvements</li><li>Provide admin support to the HR team</li></ul><p><strong> </strong></p>
We are looking for a skilled Paralegal to join our team in San Jose, California. This role offers the flexibility of a hybrid schedule and is open to remote candidates with exceptional qualifications. The ideal candidate will bring expertise in civil litigation, trial preparation, and case management while contributing to a dynamic legal environment.<br><br>Responsibilities:<br>• Assist with discovery processes, including gathering and organizing relevant documents.<br>• Provide comprehensive support in civil litigation cases, ensuring deadlines and filings are met.<br>• Prepare trial materials and documentation, collaborating with attorneys for effective case presentation.<br>• Manage case files using specialized software, maintaining accuracy and organization.<br>• Conduct legal research and draft correspondence to support attorneys in various matters.<br>• Monitor billable hours to meet monthly and annual targets efficiently.<br>• Handle family law cases with attention to detail and client confidentiality.<br>• Coordinate with clients and legal teams to ensure effective communication and case progress.<br>• Support hybrid legal assistant and paralegal responsibilities as required.<br>• Maintain compliance with legal standards and procedures throughout all casework.
We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. <br><br>Responsibilities:<br>• Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns.<br>• Provide leadership and manage a team, ensuring efficient operations.<br>• Work closely with clients to address and resolve their inquiries and issues related to tax.<br>• Maintain CPA status in good standing and stay updated with the latest industry trends and regulations.<br>• Handle the preparation and review of audited financial statements.<br>• Manage annual income tax provision activities.<br>• Implement strategies to optimize tax processes and ensure compliance with laws and regulations.<br>• Maintain a flexible work schedule, particularly during the busy season.<br>• Foster a positive and collaborative work environment, promoting teamwork.<br>• Ensure the accuracy and integrity of all tax data and records.
<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>Robert Half is partnering with a boutique law firm in Benicia specializing in real estate, landlord/tenant, and unlawful detainer (UD) matters. This team is seeking a detail-oriented Legal Assistant to provide critical case and client support. This is a fantastic opportunity for someone who thrives in a fast-paced legal environment and enjoys working closely with attorneys and clients.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle incoming and outgoing client phone calls, providing timely status updates and answering questions.</li><li>Communicate with courts to track filings, hearings, and case progress from start to finish.</li><li>Maintain and update the firm’s case management system to ensure accurate, up-to-date case information.</li><li>Assist in drafting unlawful detainer (UD) and related real estate documents.</li><li>Support attorneys with case tracking, scheduling, and file organization.</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>We are looking for a skilled Tax Preparer to join our team in San Ramon, California. This Contract to permanent position offers an excellent opportunity to work with an experienced tax team, handling diverse tax returns for individuals, businesses, trusts, and partnerships. The role provides a consistent Monday-Friday schedule and the potential for remote work after completing training.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist the tax team in preparing and reviewing complex individual and partnership tax returns.</p><p>• Manage tax filings for various entities, including individuals, businesses, trusts, and partnerships.</p><p>• Utilize Ultra Tax Software and Creative Solutions to ensure accurate and efficient tax preparation.</p><p>• Analyze financial information and ensure compliance with relevant tax laws and regulations.</p><p>• Build and maintain strong client relationships by delivering exceptional service and communication.</p><p>• Coordinate multiple tasks and projects while adhering to strict deadlines.</p><p>• Apply working knowledge of automated accounting systems to streamline processes.</p><p>• Conduct thorough follow-ups to ensure all tax-related matters are resolved promptly and effectively.</p><p>• Collaborate with team members to support the completion of over 1,000 tax returns during peak seasons.</p><p>• Provide clear and detail-oriented communication, both written and verbal, to clients and stakeholders.</p>
<p>We are looking for a skilled Associate Attorney to join our team in the Silicon Valley. In this role, you will work closely with clients to address their estate planning, elder law, special needs, and estate tax planning needs. This position offers the opportunity to manage client interactions, draft and review legal documents, and take on independent client matters as you grow within the firm. This position offers flexible scheduling, an excellent quality of life, and the chance to join an established and respected team. </p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive legal counsel on estate planning, elder law, special needs trusts, and estate tax matters.</p><p>• Draft, review, and finalize legal documents, including wills, trusts, and powers of attorney.</p><p>• Collaborate with senior attorneys on complex cases, ensuring accuracy and thoroughness in all documentation.</p><p>• Represent clients in probate and estate administration proceedings, offering guidance and advocacy.</p><p>• Conduct legal research and analysis to support case preparation and strategy development.</p><p>• Manage ongoing client relationships, ensuring exceptional service and clear communication.</p><p>• Develop and implement estate succession plans tailored to clients’ unique needs and goals.</p><p>• Stay updated on changes in estate law and tax regulations to provide informed advice.</p><p>• Balance multiple client matters and deadlines efficiently while maintaining attention to detail.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>thriving financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a company known for its personalized approach to financial advocacy and a culture that genuinely supports your growth and success.</p><p>Top-tier perks include comprehensive medical, dental, and vision coverage, bonuses, generous retirement contributions, and wellness incentives. Enjoy work-life balance with an onsite fitness center, tuition reimbursement, loan discounts, and a newly upgraded office. Career development is built in—this is a place to grow and shine.</p><p><strong>What You’ll Do</strong></p><ul><li>Lead end-to-end GL reconciliations and governance</li><li>Mentor and manage a high-performing team</li><li>Drive efficiency and automation using tools like BlackLine</li><li>Ensure accurate, timely reconciliations and resolve discrepancies</li><li>Oversee aged items, reserves, and write-offs</li><li>Keep reconciliation documentation and metrics sharp</li><li>Collaborate across teams to solve complex issues</li><li>Be the key liaison for auditors, regulators, and executives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Financial Planner </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you’ll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
