<p>Jackie Meza with Robert Half is looking for an experienced Controller to join a team in Modesto, California, specializing in asset recovery and financial management. This leadership role offers an exciting opportunity to oversee financial operations, drive strategic planning, and ensure compliance while contributing to a dynamic and inclusive workplace. Contact Jackie Meza from Robert Half at 209.227.6563</p><p><br></p><p>Responsibilities:</p><p>• Manage the accounting department, including oversight of payroll, invoicing, reconciliations, and financial reporting.</p><p>• Develop and maintain accurate budgets, ensuring alignment with organizational goals.</p><p>• Prepare and analyze financial statements, providing actionable insights to support decision-making.</p><p>• Monitor cash flow and implement strategies to optimize financial health.</p><p>• Ensure compliance with contracts, insurance policies, and regulatory requirements.</p><p>• Collaborate with the executive team to create financial plans and drive business strategies.</p><p>• Utilize QuickBooks and other financial software to streamline accounting processes.</p><p>• Conduct month-end and year-end closings, ensuring timely and accurate reporting.</p><p>• Provide guidance on financial matters related to real estate or construction projects, if applicable.</p><p>• Lead strategic initiatives to enhance operational efficiency and profitability.</p>
We are looking for an experienced Payroll Specialist to join our team in French Camp, California. In this role, you will manage and process payroll operations with precision and efficiency while ensuring compliance with applicable regulations and organizational policies. This is a long-term contract position offering an excellent opportunity to contribute to a dynamic healthcare environment.<br><br>Responsibilities:<br>• Review and verify payroll documents, including time cards, leave requests, and overtime forms, ensuring accuracy and adherence to policies.<br>• Calculate and update employee time and leave accruals in payroll systems and certifications.<br>• Prepare and reconcile payroll records, certifications, and cost accounting data.<br>• Research and resolve complex payroll or personnel-related inquiries, providing detailed explanations to managers and staff.<br>• Interpret and apply laws, regulations, and organizational policies to ensure compliance in payroll operations.<br>• Maintain accurate and organized payroll and personnel records using both manual and computerized systems.<br>• Compile and analyze statistical and financial data to support payroll and administrative functions.<br>• Prepare detailed reports and documentation, ensuring data accuracy and adherence to established standards.<br>• Develop and manage spreadsheets and databases for payroll and budgetary purposes.<br>• Deliver exceptional customer service by addressing payroll-related concerns in a thorough and helpful manner.
<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><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>We are looking for a skilled Payroll Specialist to join our team in Atwater, California. This position offers a long-term contract opportunity providing the chance to work in a dynamic and detail-oriented environment. The ideal candidate will bring expertise in payroll processes, ensuring accuracy and timeliness in all financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Process full-cycle payroll, ensuring timely and accurate payment to employees.</p><p>• Maintain and update payroll records, verifying data for compliance and accuracy.</p><p>• Utilize payroll systems, including ADP, to manage employee information and payment processing.</p><p>• Collaborate with accounting and HR teams to reconcile payroll discrepancies and address employee inquiries.</p><p>• Generate detailed payroll reports and ensure compliance with federal, state, and organizational regulations.</p><p>• Perform data entry tasks, including 10-key input, with a high degree of efficiency and accuracy.</p><p>• Monitor payroll-related accounts and assist with financial computations as needed.</p><p>• Identify and resolve payroll issues, providing solutions to maintain smooth operations.</p><p>• Stay informed about updates in payroll practices, systems, and relevant legislation.</p><p><br></p><p>For immediate consideration, contact Robert Half at 209-232-1991. </p>
<p>Our client in the San Jose area is looking for an experienced Bookkeeper who can start on a temporary basis. This position is expected to be about 4 months long with the possibility to extend longer or potentially convert for the right candidate!</p><ul><li>Recording day to day financial transactions and completing the posting process</li><li>Verifying that transactions are recorded in the correct day book, suppliers ledger, customer ledger and general ledger</li><li>Bringing the books to the trial balance stage</li><li>Reconciliation of entries into the accounting system</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information </li><li>Accounts Receivable invoices, reviewing payments received and record deposits</li></ul><p><br></p>
<p><strong>Manager, Reconciliations Accounting</strong></p><p><br></p><p>A dynamic financial institution is seeking a strategic and hands-on <strong>Manager of Reconciliations Accounting</strong> to lead and optimize its general ledger reconciliation processes. This high-impact role offers the opportunity to shape reconciliation strategy, drive automation, and enhance financial accuracy across the organization.</p><p><br></p><p><strong>Why You’ll Want This Role</strong></p><ul><li>Lead end-to-end reconciliation operations and governance</li><li>Spearhead automation initiatives using cutting-edge tools</li><li>Collaborate cross-functionally with internal teams and external stakeholders</li><li>Influence financial reporting and risk management at an enterprise level</li></ul><p><strong>What’s Offered</strong></p><ul><li>Competitive salary: <strong>$115,548 – $144,435</strong></li><li>Bonus potential + robust 401(k) match</li><li>Comprehensive health benefits, wellness programs, and tuition reimbursement</li><li>Career development, paid holidays, and flexible work arrangements</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>Jackie Meza with Robert Half is looking for a detail-oriented Billing Clerk to join our team in Stockton, California. In this role, you will be responsible for managing the preparation and maintenance of invoices for transportation services. The ideal candidate will bring accuracy, efficiency, and excellent communication skills to ensure smooth billing operations and client satisfaction. For consideration please call Jackie Meza at 209.227.6563 </p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue accurate invoices for transportation services, ensuring all details are correct and complete.</p><p>• Review customer orders to verify rates, shipment details, and other relevant information.</p><p>• Input billing data into the company's accounting systems with precision and attention to detail.</p><p>• Monitor payment schedules and ensure timely collection of outstanding balances.</p><p>• Investigate and resolve discrepancies or disputes related to billing in a timely manner.</p><p>• Collaborate with operations and customer service teams to align billing practices with company policies and client expectations.</p><p>• Generate and distribute billing statements to clients as needed.</p><p>• Maintain organized and up-to-date billing records for auditing and reporting purposes.</p><p>• Utilize computerized billing systems to streamline processes and improve efficiency.</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 Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
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
We are looking for an experienced Tax Staff member to join our team in Walnut Creek, California. This role involves preparing and reviewing diverse tax returns, conducting research on tax regulations, and collaborating with clients to provide exceptional tax-related services. The ideal candidate demonstrates strong technical expertise, organizational skills, and a commitment to delivering high-quality work.<br><br>Responsibilities:<br>• Prepare and review tax returns for individuals, corporations, partnerships, trusts, and exempt organizations.<br>• Conduct tax planning and perform in-depth research on tax laws, regulations, and specific issues.<br>• Manage multiple client engagements, ensuring deadlines are consistently met.<br>• Communicate directly with clients and regulatory agencies to address tax-related inquiries and concerns.<br>• Apply a comprehensive understanding of the tax return preparation and review process.<br>• Stay updated on industry knowledge by participating in relevant educational opportunities.<br>• Collaborate with team members to ensure accuracy and efficiency in all tax-related tasks.<br>• Assist clients with navigating complex tax matters and provide tailored solutions.<br>• Utilize advanced tax software such as CCH ProSystem Fx and Lacerte for efficient tax preparation.
<p>Robert Half is in search for a Payroll Lead.</p><ul><li>Process and review bi-weekly payroll across all 50 states for K-1 partners and W-2 staff in a high-pressure environment.</li><li>Lead, mentor, and support a team of three payroll staff.</li><li>Manage payroll systems; identify and resolve processing discrepancies.</li><li>Generate payroll reports, reconcile data, and assist with audits.</li><li>Drive payroll process improvements and automation initiatives.</li><li>Oversee and validate new hires, pay changes, overtime, sick/PTO, and leave calculations.</li><li>Handle garnishments, levies, and child support deductions.</li><li>Review and approve termination and off-cycle paychecks.</li><li>Regularly assess and enhance payroll policies and procedures.</li><li>Ensure accurate data entry and adherence to firm policies.</li><li>Collaborate with the payroll provider to fix tax filing issues.</li><li>Maintain compliance with all payroll-related laws and regulations.</li><li>Review and approve ADP invoices and configure local payroll taxes.</li><li>Prepare general ledger interfaces, journal entries, and account reconciliations.</li><li>Partner with HR and Benefits on cross-functional processes.</li><li>Complete special projects and reports as directed by the Payroll Manager.</li></ul><p><br></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>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
Key Responsibilities:<br>Manage and review individual, corporate, partnership, and fiduciary tax returns<br><br>Oversee tax planning and compliance for a variety of clients across industries<br><br>Serve as the primary point of contact for clients, building and maintaining strong relationships<br><br>Research complex tax issues and provide clear, actionable recommendations<br><br>Review work prepared by staff and seniors, ensuring accuracy and compliance with tax laws<br><br>Mentor and train staff accountants and senior tax associates<br><br>Coordinate and manage multiple engagements and deadlines simultaneously<br><br>Ensure adherence to firm policies, procedures, and professional standards<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)<br><br>CPA license required<br><br>5–8+ years of public accounting experience, with at least 2 years in a supervisory role<br><br>In-depth knowledge of federal, state, and local tax regulations<br><br>Strong leadership, analytical, and organizational skills<br><br>Excellent communication and client service abilities<br><br>Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar) and Microsoft Office Suite
We are looking for an experienced Director/Manager of Financial Reporting to lead and enhance our global financial operations in Fremont, California. This high-impact role demands a strategic thinker capable of driving financial planning, analysis, and reporting for an international organization. The ideal candidate will collaborate closely with senior leadership, ensuring compliance with international and domestic financial standards while contributing to the company's continued growth.<br><br>Responsibilities:<br>• Oversee and manage financial reporting processes, ensuring accuracy and compliance with both GAAP and IFRS standards.<br>• Lead SEC reporting functions, including filing and documentation of financial statements and disclosures.<br>• Collaborate with global teams to align financial reporting practices across international operations.<br>• Drive the preparation of annual financial reports, including EPS and other performance metrics.<br>• Ensure timely and accurate submission of regulatory filings while maintaining adherence to governance policies.<br>• Partner with senior leadership to analyze financial performance and provide actionable insights for strategic decision-making.<br>• Implement and maintain robust financial controls to support organizational growth and mitigate risks.<br>• Manage relationships with external auditors and regulatory bodies to ensure seamless audits and compliance.<br>• Contribute to the development and execution of financial strategies that support the company’s long-term objectives.<br>• Train and mentor team members on financial reporting standards and best practices.
<p><strong>Financial Planner – Financial Advisory | San Francisco Bay Area</strong></p><p>A values-driven wealth advisory firm is seeking an experienced <strong>Financial Planner </strong>to join its team. This is a high-impact opportunity for a experienced advisor to lead client relationships, mentor entry-level team members, and deliver holistic financial planning in a collaborative, service-oriented environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Financial Planner, you’ll manage and retain client relationships, develop personalized financial strategies, and mentor Associate Planners. You’ll collaborate with internal teams and external advisors to deliver comprehensive planning across investments, estate, tax, and philanthropic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead client relationship management and strategic financial planning</li><li>Prepare and review financial documents, cash flow analyses, and portfolio reports</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.)</li><li>Oversee investment policy execution and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate reporting</li><li>Coach and develop Associate Wealth Architects</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a client-first philosophy</li><li>Collaborative team culture focused on growth and well-being</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</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>
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>Part-time/Flexible Walnut Creek/Danville </strong></p><p> </p><p>Natalie Lue is partnering with a small firm to hire a Bookkeeper. This role encompasses tasks such as handling client bill payments, conducting bank reconciliations, and coordinating with vendors. </p><p> </p><p> The ideal candidates for this position should possess experience in bookkeeping or accounting, proficiency in Quicken or QuickBooks as well as Microsoft Office, strong organizational abilities, and a sense of discretion. Initially, the role requires being in-office for 3-4 days a week, totaling 20-25 hours, with a planned transition to remote work by mid-2026. </p><p> Compensation will be commensurate with the candidate's experience. </p><p> </p><p> If you meet these qualifications and are interested in this opportunity, please reach out asap for consideration.</p>
<p>Jackie Meza with Robert Half is looking for an experienced Treasury & Asset Management expert to lead critical financial functions. This role is central to ensuring optimal cash flow, liquidity, and asset performance while driving strategic financial initiatives. The ideal candidate will bring a strong background in treasury, financial forecasting, and asset management, with a focus on mitigating risks and supporting growth objectives. Contact Jackie Meza for consideration at 209.227.6563</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including monitoring inflows, outflows, and ensuring liquidity across banking and investment accounts.</p><p>• Develop and maintain detailed cash forecasting models to support financial planning and decision-making.</p><p>• Evaluate investment opportunities and track key financial metrics to align with organizational growth and profitability goals.</p><p>• Oversee capital expenditure planning and monitor asset performance to ensure alignment with company objectives.</p><p>• Identify and mitigate financial risks related to interest rate changes, foreign exchange exposure, and other market variables.</p><p>• Ensure compliance with financial regulations and reporting standards, maintaining transparency and accountability.</p><p>• Prepare comprehensive financial reports and strategic recommendations for leadership teams.</p><p>• Collaborate with relevant departments to support capital planning and funding initiatives.</p><p>• Drive improvements in treasury and asset management practices through the use of advanced financial tools and software.</p><p>• Maintain strong relationships with banking partners and financial institutions to optimize services and agreements.</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>
<p>We are looking for a detail-oriented Payroll Specialist to manage payroll operations for a diverse workforce. This role requires expertise in multi-state payroll processes and union payroll management, ensuring compliance with all regulations. Join our team in Fremont, California, and contribute to a fast-paced environment supporting weekly payroll cycles.</p><p><br></p><p>Responsibilities:</p><p>• Process full-cycle payroll for a workforce of 101-500 employees, ensuring accuracy and timeliness.</p><p>• Handle multi-state payroll operations, adhering to state-specific regulations and compliance standards.</p><p>• Manage union payroll for three unions, including hourly and salaried employees.</p><p>• Reconcile payroll discrepancies and ensure all records are up-to-date and accurate.</p><p>• Support weekly payroll cycles, maintaining efficiency and compliance.</p><p>• Generate certified payroll reports as required for commercial construction projects.</p><p>• Collaborate with HR and accounting teams to ensure seamless payroll integration.</p><p>• Utilize Vista Viewpoint or other construction payroll software to process and manage payroll operations effectively.</p><p>• Implement best practices to streamline payroll processes and enhance overall efficiency.</p>
<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>Financial Planner – Wealth Advisory | San Francisco Bay Area</strong></p><p>A purpose-driven wealth management firm in the Bay Area is seeking a <strong>Financial Planner</strong> to join its collaborative and client-centric team. This is a high-impact opportunity for an experienced advisor to lead client relationships, mentor associate team members, and deliver comprehensive financial planning in a values-based environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Financial Planner, you’ll serve as a trusted advisor to clients, crafting personalized strategies that align with their financial goals and life values. You’ll work closely with internal teams and external professionals to deliver holistic planning across investments, estate, tax, and philanthropic objectives—while also guiding and developing Associate Planners.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and manage client relationships with a focus on long-term trust and strategic planning</li><li>Develop and present customized financial plans, cash flow analyses, and portfolio reviews</li><li>Collaborate with CPAs, attorneys, and internal specialists to ensure integrated advice</li><li>Oversee investment policy implementation and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate, timely reporting</li><li>Mentor and coach Associate Wealth Architects to support their professional growth</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives and innovation</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a strong client-first philosophy</li><li>Supportive, collaborative culture focused on personal and professional growth</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul><p><strong>Interested?</strong></p><p>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to hear from you.</p>
