104 results for Customer Service Manager in Modesto, CA

Operations Manager - Client Service Wealth Management

Walnut Creek, CA
remote
Permanent
130000.00 - 175000.00 USD / Yearly
Operations Manager – $4B+ East Bay RIAJennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing over $4B in AUM to hire an Operations Manager to lead a team of talented Client Service Associates.This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.Responsibilities<ul><li>Oversee day-to-day operations supporting advisors and high-net-worth clients</li><li>Manage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting</li><li>Identify and implement process improvements to support the firm’s continued growth</li><li>Oversee client onboarding, account administration, and account transfers</li><li>Ensure operations adhere to regulatory and internal compliance standards</li><li>Manage and optimize CRM, portfolio reporting, and workflow automation systems</li><li>Drive system integrations, automation initiatives, and implementation of AI tools where applicable</li></ul>
2026-04-04T04:18:44Z

Front Desk/Customer Service

Mountain View, CA
onsite
Temporary
21.00 - 25.00 USD / Hourly
Customer Service / Front Desk Coordinator – Job DescriptionThe Customer Service / Front Desk Coordinator serves as the first point of contact for clients and visitors, providing friendly and professional service both in person and over the phone. This role handles a variety of administrative and customer support tasks to keep office operations running smoothly. Recent college graduates are encouraged to apply.Day-to-Day Responsibilities:<ul><li>Greet and assist guests, directing them to the appropriate staff or meeting areas</li><li>Answer incoming calls and respond to general inquiries</li><li>Manage incoming and outgoing mail, packages, and deliveries</li><li>Maintain an organized, welcoming front desk and reception area</li><li>Schedule appointments and maintain office calendars</li><li>Support administrative projects such as data entry, filing, and ordering office supplies</li></ul>
2026-03-31T23:53:46Z

Administrative Assistant

Santa Clara, CA
onsite
Temporary
25.34 - 29.34 USD / Hourly
We are looking for an Administrative Assistant to join our team on a contract basis in Santa Clara, California. In this role, you will provide vital support to the Human Resources department, ensuring smooth operations and exceptional service. This position offers an exciting opportunity to contribute to a dynamic and collaborative work environment. Responsibilities: • Deliver high-quality customer service by responding promptly to inquiries and requests. • Manage service desk operations, including call logging and inquiry tracking. • Assist visitors, handle HR-related documentation, and support onboarding procedures. • Verify the completion of required employment paperwork, including I-9 and W-4 forms. • Provide administrative support to the VP of Human Resources and HR leadership team, including calendar management and travel coordination. • Prepare reports, presentations, and communications for departmental use. • Maintain personnel records and ensure adherence to retention policies. • Oversee office management tasks, including facilities coordination and supply inventory. • Support HR projects and initiatives, identifying areas for process improvement. • Supervise student assistants and ensure adequate staffing for service desk operations.
2026-04-01T18:18:42Z

Customer Service Representative

Hollister, CA
onsite
Temporary
25.00 - 25.00 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team in Hollister, California. This Contract position offers an excellent opportunity to provide exceptional service to clients while assisting in administrative and sales support tasks. The role is ideal for individuals who enjoy interacting with the public and thrive in a dynamic, detail-oriented environment. Responsibilities: • Welcome guests warmly and ensure they are connected with the appropriate sales representative. • Coordinate and schedule appointments efficiently while maintaining accurate records. • Offer refreshments such as snacks and bottled water to guests as needed. • Handle administrative tasks, including gathering quotes from food truck vendors and managing related projects. • Maintain a courteous and detail-oriented demeanor while interacting with clients and visitors. • Utilize tools such as Microsoft Outlook and Salesforce to manage communications and client information. • Adapt to various tasks and responsibilities as required in a fast-paced environment. • Collaborate with team members to ensure smooth daily operations. • Uphold the business dress code, ensuring a neat and presentable appearance. • Support the sales team with customer inquiries and follow-up activities.
2026-04-08T21:53:43Z

Contract Administrator

Mountain View, CA
onsite
Permanent
70000.00 - 80000.00 USD / Yearly
Operations Associate (Administrative Assistant) • Excellent Administrative Assistant ready to support Tax team! Will teach everything needed• Assemble copies of Tax returns, assists with IRS notices.• Provides input on evaluating and enhancing tax procedures.• Prepare extensions for filing.• Tax return preparation assistance• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).• Manage client document process.• Scan tax returns and uploads to CCH Document and SurePrep.• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).• Manage client/entities organizational charts.• Maintains PTIN and CAF numbers.• Orders annual tax guides.• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).• Client Interaction (sign documents and notarize, which may require travel to client home/office).• Maintain compliance logs (Officer/Manager designation for respective clients).• Travel arrangement as requested. Qualifications• Bachelor’s degree.• Proficiency in word, excel, power point and outlook.• Strong organizational, time management and customer service skills.• Detail-oriented.• Demonstrate analytical and problem-solving abilities.• Ability to demonstrate a high level of professionalism.• Ability to multi-task and work in a fast paced environment with tight deadlines.• Excellent verbal and written communication skills.• Ability to meet deadlines and manage time effectively.• Notary not required, but preferred. Full-time on-site.
2026-04-06T23:04:15Z

Customer Service Representative

Mountain View, CA
onsite
Temporary
27.71 - 32.09 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team on a l9 month contract basis in Mountain View, California. In this role, you will support nonprofit organizations by managing their registration processes and addressing inquiries related to payments. This position offers the opportunity to work in a collaborative environment focused on philanthropy and community engagement. Responsibilities:• Assist nonprofit organizations with completing their PaymentWorks registration to ensure smooth transactions.• Respond promptly to customer inquiries regarding registration processes and payment-related questions.• Enter and maintain accurate documentation and data records.• Utilize Excel and Outlook to manage and track communications and workflows effectively.• Collaborate with the Grants Processing Team to ensure alignment and efficiency in service delivery.• Provide detailed follow-ups with nonprofits to resolve any registration or payment issues.• Maintain a detail-oriented and courteous demeanor in all communications, both written and verbal.• Participate in team meetings twice per month to discuss progress and address challenges.• Leverage Salesforce if applicable to streamline customer service processes.
2026-04-01T23:03:53Z

Loan Administrator

San Jose, CA
onsite
Temporary
26.13 - 30.25 USD / Hourly
About the RoleWe are seeking an experienced Personal Banker who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. Responsibilities<ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul>
2026-03-30T21:44:06Z

Legal Executive Assistant

San Jose, CA
onsite
Temporary
32.00 - 42.00 USD / Hourly
OverviewThe Legal Executive Assistant provides high-level administrative and operational support to attorneys, ensuring efficient practice management, exceptional client service, and smooth day-to-day workflow. This role requires discretion, strong judgment, and the ability to anticipate needs in a fast-paced legal environment. The Legal Executive Assistant role is vital in managing the flow of information while screening, organizing and prioritizing requests from both internal and external clients. If interested in this role and open to fully in-office Monday - Friday in San Jose, CA, apply today! Responsibilities• Provide proactive, confidential executive-level support to attorneys, acting as a trusted partner and primary point of contact• Manage complex calendars, inboxes, travel, and meeting logistics across multiple time zones• Draft, edit, proofread, and format correspondence, presentations, and legal and business documents• Coordinate new client and matter intake, maintain client records, and ensure accurate document and email filing• Serve as a gatekeeper by prioritizing requests, managing competing deadlines, and following through independently• Support billing and expense processes, including time entry review, proformas, invoicing coordination, and expense reconciliation• Assist with internal and external meetings, business development activities, and client communications• Maintain organized electronic and paper files in compliance with firm policies• Collaborate with internal teams and cross-train to ensure consistent coverage and service quality
2026-03-27T23:18:43Z

Bank Teller

Mountain View, CA
onsite
Temporary
21.00 - 26.00 USD / Hourly
Bank Teller – Job DescriptionThe Bank Teller provides frontline customer service by assisting clients with a variety of banking transactions and inquiries. This role requires attention to detail, strong communication skills, and a commitment to maintaining high levels of accuracy and customer satisfaction.Day-to-Day Responsibilities:<ul><li>Process routine transactions such as deposits, withdrawals, check cashing, and payments</li><li>Assist customers with account inquiries and resolve basic issues</li><li>Verify identification and ensure all transactions meet the bank’s policies and compliance requirements</li><li>Balance cash drawer daily and report discrepancies to management</li><li>Promote bank products and services to customers as appropriate</li><li>Maintain confidentiality of client and bank information</li></ul>
2026-03-31T23:48:44Z

Client Intake Specialist

San Jose, CA
onsite
Temporary
22.00 - 32.00 USD / Hourly
OverviewThe Client Intake Specialist supports attorneys by serving as a primary point of contact for new and existing clients while providing general legal administrative support. This Client Intake Specialist role focuses on managing client communications, coordinating intake and matter setup, maintaining case information, and supporting smooth information flow across legal teams in a fast‑paced law firm environment. Responsibilities• Serve as first point of contact for clients by answering, screening, and directing incoming calls and inquiries• Coordinate client intake and new matter setup, working with internal intake and conflicts teams• Collect, organize, and maintain client and matter information in electronic and paper files• Assist attorneys with calendars, deadlines, scheduling, and basic document preparation• Prepare, edit, and transmit correspondence and legal documents with accuracy and attention to detail• Maintain deadlines and key dates in calendaring systems and support workflow tracking• Collaborate with attorneys and support staff to ensure timely follow‑through and consistent client service• Handle confidential information with professionalism and discretion
2026-03-27T23:48:43Z

Senior Client Service Associate | East Bay RIA Firm!

Walnut Creek, CA
remote
Permanent
90000.00 - 120000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services Division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practic</li></ul>
2026-03-27T23:28:43Z

Associate Advisor at Thriving Wealth Management Firm

Danville, CA
onsite
Permanent
90000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T02:23:41Z

Wealth Analyst at Thriving RIA

San Ramon, CA
remote
Permanent
80000.00 - 120000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-31T22:23:49Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent
120000.00 - 170000.00 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-03-20T13:33:43Z

Accounts Receivable Coordinator

San Ramon, CA
remote
Temporary
25.00 - 35.00 USD / Hourly
Our client is looking for a proactive Accounts Receivable Coordinator for an ongoing contract-to-permanent position in San Ramon, CA. This is an excellent opportunity to further your accounting career in a supportive, dynamic environment. Process and post client payments accurately and efficiently Prepare, issue, and track invoices and statements Reconcile accounts and investigate payment discrepancies Monitor accounts receivable aging and support collections efforts Assist with month-end close and AR reporting Communicate with clients and internal departments regarding payment and account status Maintain organized records and provide general accounting support
2026-04-07T23:58:43Z

Attorney/Lawyer

San Jose, CA
onsite
Permanent
135000.00 - 200000.00 USD / Yearly
We are looking for a skilled Attorney specializing in family law to join our dynamic legal team in San Jose, California. The ideal candidate will have over two years of experience in family law and the ability to produce high-quality legal work. This role requires strong research, writing, and analytical skills, as well as a commitment to delivering excellent client service. Responsibilities: • Prepare, draft, and review legal documents, including pleadings, motions, and briefs, in family law cases. • Handle civil litigation matters related to family law, ensuring compliance with all legal standards and regulations. • Conduct thorough legal research and analysis to support case strategies and decision-making. • Represent clients effectively in family court proceedings and mediations. • Collaborate with other attorneys and legal professionals to provide comprehensive support to clients. • Advise clients on legal rights and obligations, offering clear guidance tailored to their individual circumstances. • Manage and complete family law court forms accurately and efficiently. • Maintain strong client relationships through effective communication and interpersonal skills. • Stay updated on changes in family law and related legal practices to ensure high-quality representation.
2026-04-02T15:23:44Z

Medical Billing Specialist

French Camp, CA
onsite
Contract / Temporary to Hire
20.90 - 24.20 USD / Hourly
We are looking for a detail-oriented Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position requires expertise in managing complex billing processes, interpreting healthcare policies, and providing exceptional customer service to patients and clients. The ideal candidate will bring advanced knowledge of billing systems, claim administration, and financial operations to ensure accuracy and efficiency in all tasks. Responsibilities:• Handle specialized and intricate billing processes, including accounts receivable and appeals management.• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.For immediate consideration please contact Cortney at 209-225-2014
2026-04-01T00:43:47Z

Accounting Assistant

Dos Palos, CA
onsite
Contract / Temporary to Hire
21.00 - 23.00 USD / Hourly
We are looking for a detail-oriented Accounting Assistant to join our team in Dos Palos, California. This Contract to permanent position offers an exciting opportunity to contribute to accounting and administrative operations, playing a key role in supporting various organizational functions. If you thrive in a dynamic environment and have a strong background in accounts payable, data entry, and administrative tasks, we encourage you to apply. Responsibilities:• Assist with processing accounts payable and accounts receivable transactions, ensuring accuracy and timeliness.• Perform data entry tasks to maintain accurate financial records and databases.• Provide administrative support by organizing documents, managing filing systems, and maintaining office efficiency.• Coordinate the preparation and posting of updates to the company's website.• Deliver and collect documents and materials as needed to support daily operations.• Offer certified notary services and ensure compliance with relevant standards.• Prepare materials for board meetings, post meeting notices, and assist with scheduling and setup.• Help plan and coordinate company events, conferences, and travel arrangements.• Troubleshoot and resolve basic office equipment and technical issues.• Take on additional administrative tasks and responsibilities as assigned. For immediate consideration, contact Robert Half at 209-232-1991.
2026-04-09T23:53:42Z

Accounts Payable Clerk

Elk Grove, CA
onsite
Permanent
66000.00 - 69000.00 USD / Yearly
Amanda Warren is looking for an experienced Accounts Payable Clerk to join a distribution team in Sacramento, California. This role focuses on managing expense-related payables, ensuring accurate and timely payments, and upholding compliance with company policies. The ideal candidate will bring expertise in high-volume invoice processing, vendor relations, and corporate card reconciliations. Responsibilities:• Process and review a high volume of expense invoices, including utilities, leases, detail-oriented services, and corporate overhead.• Audit employee expense reports for accuracy, appropriate documentation, and compliance with company policies.• Reconcile corporate card statements, ensuring receipts are matched and general ledger coding is correct.• Set up and maintain vendor records, including validating details and ensuring compliance with regulatory requirements.• Respond to vendor inquiries regarding payment statuses and resolve discrepancies as needed.• Prepare weekly payment runs, including checks, wire transfers, and other payment methods.• Monitor payment schedules to ensure deadlines are met and discounts are utilized effectively.• Assist with month-end accrual entries and maintain accurate accounts payable aging.• Support internal and external audits by organizing and providing necessary documentation.• Identify and implement process improvements to streamline invoice approvals and payment workflows.
2026-03-12T18:14:20Z

Sales Coordinator

Hayward, CA
onsite
Permanent
70000.00 - 75000.00 USD / Yearly
We are looking for a detail-oriented Sales Coordinator to join our team in Hayward, California. The Sales Coordinator is responsible for providing comprehensive support to the Sales team throughout the lifecycle of client orders, from the initial agreement through completion and payment. Reporting to the Contracts, Administration & Purchasing Supervisor, this role collaborates with multiple departments—including Sales, Operations, Vendor Management, and Senior Leadership—to facilitate smooth processes and communication. Key Responsibilities:<ul><li>Accurately and promptly process all sales agreements, ensuring compliance with internal policies and procedures.</li><li>Set up contracts and maintain job records using collaborative and digital document management tools and the company's ERP software.</li><li>Oversee the creation and maintenance of project/job files, ensuring all documentation is organized and accessible within the company’s digital storage system.</li><li>Review, enter, and update sales and purchase orders, contract modifications, and cancellations in the ERP.</li><li>Track equipment and other deliverables to make sure delivery timelines are met and purchase order requirements are fulfilled.</li><li>Serve as a liaison across teams, balancing deadlines and objectives while making practical decisions.</li><li>Proactively manage inventory levels by placing equipment orders to maintain optimal stock at warehouse locations.</li><li>Coordinate with Logistics, Sales, and Warehouse teams to schedule and release equipment as required by project timelines.</li><li>Monitor inventory transfers between various facilities, ensuring accurate record-keeping of product counts and serial numbers.</li><li>Support annual physical inventory audits and assist with reconciliation processes as directed by the supervisor.</li><li>Assist with internal and external audit requests by retrieving documentation, as needed.</li></ul>
2026-04-10T07:04:15Z

Accounts Receivable Clerk

Walnut Creek, CA
remote
Temporary
25.00 - 35.00 USD / Hourly
Our client is seeking a reliable Accounts Receivable Clerk for an ongoing contract-to-permanent opportunity based in Walnut Creek, CA. If you’re looking to start or grow your accounting career, this role offers hands-on experience and team support. Process incoming payments and post receivables to accounts Prepare, issue, and track invoices to ensure timely payments Research and resolve payment discrepancies and client issues Maintain accurate and up-to-date records and reports Assist with monthly closings and related administrative tasks Communicate professionally with clients and internal departments
2026-04-07T23:23:42Z

Accounting Clerk

Newark, CA
onsite
Permanent
90000.00 - 95000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION AP SPECIALIST90K-95K + BONUS + EQUITY Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!Responsibilities:• Verify and process vendor invoices in a precise and timely manner.• Maintain a large number of vendor accounts while adhering to company policies and procedures.• Collaborate with vendors and internal teams to resolve discrepancies swiftly.• Perform 3-way and 2-way matching of invoices to purchase orders.• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.• Participate in system enhancements and upgrades in collaboration with Financial Systems team.• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.• Perform special projects and other ad-hoc duties as needed.
2026-04-09T22:53:46Z

Tax Sr. - Corporate

Mountain View, CA
onsite
Permanent
95000.00 - 110000.00 USD / Yearly
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. Responsibilities:• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.• Mentor and assist in training tax associates, contributing to the development of less experienced team members.• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.
2026-03-20T23:34:05Z

Entry Level Accountant

Hayward, CA
onsite
Permanent
23.50 - 30.50 USD / Hourly
Robert Half’s Full-Time Engagement Professionals team is seeking an Entry-Level Accountant for a full-time role. This position offers hands-on experience supporting a variety of clients, the opportunity to develop core accounting skills, contribute to meaningful projects, expand your professional network, and benefit from the stability of full-time employment. To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located on LinkedIn. What You'll Do:<ul><li>Support Accounts Payable and Receivable</li><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul>Why Join Us?<ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
2026-04-05T16:48:41Z

Executive Assistant

Walnut Creek, CA
onsite
Contract / Temporary to Hire
35.00 - 40.00 USD / Hourly
Our non-profit client is seeking a contract to hire Executive Assistant to provide high-level administrative support to the CEO. This is a fully on-site role. The ideal candidate is detail-oriented, tech saavy, anticipates needs, and is comfortable working in a dynamic, fast-paced environment. Executive Assistant Key Responsibilities:<ul><li>Manage and coordinate the CEO’s complex calendar, scheduling meetings and prioritizing inquiries and requests.</li><li>Assist with donor meetings, including preparation, logistics, and follow-up communication.</li><li>Serve as a liaison and primary point of contact for both internal and external stakeholders.</li><li>Use Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Microsoft Teams with a high level of proficiency.</li><li>Order, set up, and coordinate lunches for meetings and on-site events.</li><li>Prepare correspondence, reports, and presentations as needed.</li><li>Support the CEO proactively by thinking ahead, identifying potential needs, and resolving issues before they arise.</li><li>Ensure the CEO’s day-to-day needs are met, handling personal and business tasks with confidentiality and discretion.</li><li>Maintain a positive and professional demeanor; be easy to work with and adaptable.</li><li>Handle additional administrative tasks as assigned.</li></ul>Qualifications:<ul><li>Minimum 3 years’ experience as an Executive Assistant, ideally supporting C-level executives.</li><li>Excellent MS Office and MS Teams skills; comfortable with technology and quickly learning new platforms.</li><li>Strong organization skills, attention to detail, and an ability to prioritize effectively.</li><li>Excellent written and verbal communication skills.</li><li>Proactive attitude with demonstrated ability to anticipate needs and take initiative.</li><li>Professional demeanor and strong customer service orientation. </li></ul> If you are interested in the Executive Assistant role, please apply today!
2026-04-10T17:38:42Z