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83 results for Customer Service Manager in Modesto, CA

Custodial Services Supervisor t
  • Oakland, CA
  • onsite
  • Temporary
  • 38.00 - 44.00 USD / Hourly
  • We are looking for a dedicated Customer Service Supervisor to oversee custodial operations across multiple campuses in Oakland, California. This contract position requires exceptional leadership skills to ensure the smooth functioning of custodial teams and balanced workload distribution. The role involves collaborating closely with the Director of Facilities and traveling between various sites, with transportation provided.<br><br>Responsibilities:<br>• Manage and guide a team of custodians to maintain efficient operations across campuses.<br>• Develop and implement schedules to ensure balanced workloads and seamless coordination.<br>• Conduct training sessions for custodial staff, including instruction on basic software tools.<br>• Ensure compliance with operational standards and maintain a high level of cleanliness.<br>• Monitor performance and provide constructive feedback to team members.<br>• Travel between campuses to oversee operations, with transportation arranged by the employer.<br>• Collaborate with the Director of Facilities to align custodial services with organizational goals.<br>• Address any operational challenges and resolve issues promptly.<br>• Maintain accurate records of schedules, training, and team performance.<br>• Promote a safe and organized work environment for all custodial personnel.
  • 2025-12-30T19:29:07Z
Logistics Clerk
  • Fremont, CA
  • onsite
  • Temporary
  • 23.75 - 27.50 USD / Hourly
  • We are looking for a skilled Logistics Clerk to join our team in Fremont, California. This long-term contract position involves coordinating shipping and receiving operations, managing front office tasks, and providing exceptional customer service. The ideal candidate will possess a blend of logistics expertise, administrative skills, and basic accounting knowledge.<br><br>Responsibilities:<br>• Coordinate and execute shipping and receiving operations to ensure timely delivery and organization.<br>• Manage receptionist duties, including welcoming visitors and answering calls professionally.<br>• Provide customer service support by addressing inquiries and assisting with pre-sales activities.<br>• Maintain accurate records of accounts receivable and accounts payable transactions.<br>• Organize and track inventory to ensure proper stock levels and reporting.<br>• Collaborate with internal teams to streamline logistics processes and ensure efficiency.<br>• Utilize office software to perform administrative tasks and maintain documentation.<br>• Assist in resolving logistical issues and ensuring compliance with company procedures.<br>• Support basic accounting tasks to ensure financial accuracy and reporting.<br>• Communicate effectively with customers and vendors to address concerns and facilitate solutions.
  • 2026-01-07T22:43:51Z
Administrative Assistant
  • Walnut Creek, CA
  • onsite
  • Contract / Temporary to Hire
  • 25.00 - 30.00 USD / Hourly
  • <p>Robert Half's client is seeking a contract-to-hire Administrative Assistant to support a financial planning client in Walnut Creek, CA. This is a PART-TIME position, three days per week, 9am-3pm.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• answering phones</p><p>• directing calls</p><p>• greeting clients</p><p>• scheduling appointments</p><p>• document collection</p><p>• uploading information in the CRM system</p><p>• scanning</p><p>• data entry</p><p><br></p><p>If you are interested in this part time Administrative Assistant position, please apply today!</p>
  • 2026-01-20T23:08:52Z
Associate - Emerging Wealth Management Firm
  • San Ramon, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Wealth Management Associate</strong></p><p><strong>Client‑Focused | Analytical | Growing Firm Environment</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.</p><p>This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.</p><p><br></p><p><strong>About the Role</strong></p><p>As a <strong>Wealth Management Associate</strong>, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.</p><p>Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Join client meetings, take notes, and manage follow‑up action items</li><li>Provide high‑level client communication and relationship support</li><li>Support onboarding of new clients and ongoing relationship development</li><li>Act as a project manager to help Senior Advisors execute on business‑unit priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM workflows, updates, and task tracking</li><li>Handle account paperwork, transfers, updates, and custodian communication</li><li>Coordinate with broker‑dealers and external partners</li><li>Prepare meeting agendas, client presentations, and supporting documents</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review client financial documents for planning accuracy</li><li>Track planning‑related tasks and update workflows as needed</li><li>Identify opportunities to improve financial planning processes</li><li>Assist with insurance proposals (life, disability, long‑term care)</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Analytical thinkers who enjoy solving complex problems</li><li>Individuals who take ownership and “lean in” to challenges</li><li>Professionals who value accuracy, high standards, and operational excellence</li><li>Team‑oriented communicators who appreciate a supportive and growing environment</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full wealth‑management process</li><li>Future opportunities to work directly with clients as an advisor</li><li>Strong emphasis on work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
  • 2026-01-22T15:34:06Z
Relationship Manager at Wealth Management Firm
  • San Ramon, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Associate | Wealth Management| Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact. </p><p><br></p><p>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. </p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-01-20T22:04:37Z
Sr. Administrative Assistant
  • Walnut Creek, CA
  • onsite
  • Contract / Temporary to Hire
  • 30.00 - 35.00 USD / Hourly
  • <p>Robert Half's insurance industry client in Walnut Creek, CA is seeking a contract-to-permanent Senior. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Senior Administrative Assistant duties include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Senior Administrative Assistant position, submit your resume today!</p>
  • 2026-01-20T23:08:52Z
Tax Preparer
  • Dublin, CA
  • remote
  • Temporary
  • 40.00 - 45.00 USD / Hourly
  • <p><strong>Seasonal Tax Support Specialist</strong></p><p>Contract</p><p>Join a respected boutique tax firm for the busy season. We are seeking a professional and client-focused Seasonal Tax Support Specialist to help us deliver exceptional service during tax season. Bring your accounting expertise, strong communication skills, and commitment to accuracy to make an immediate difference.</p><p> </p><p><strong>Compensation:</strong></p><p>$40–$45 per hour, commensurate with experience.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist clients throughout the tax filing process, ensuring a positive and professional experience.</li><li>Scan, organize, and maintain confidential tax documents with the highest level of accuracy.</li><li>Answer inbound client calls, provide timely assistance, and resolve inquiries with a customer-service mindset.</li><li>Deliver vital administrative support to tax preparers and internal staff as needed.</li><li>Work alongside experienced accountants using Lacerte or similar tax software.</li></ul>
  • 2026-01-22T22:48:40Z
Shipping and Receiving Coordinator
  • Union City, CA
  • onsite
  • Contract / Temporary to Hire
  • 28.50 - 33.00 USD / Hourly
  • We are looking for a detail-oriented Shipping and Receiving Coordinator to join our team in Union City, California. In this role, you will oversee the scheduling and execution of shipping and receiving activities while ensuring seamless coordination with logistics, warehouse, and operations teams. This is a Contract to permanent position within the manufacturing industry, offering the opportunity to contribute to efficient material movement and inventory management.<br><br>Responsibilities:<br>• Coordinate shipping and receiving operations to ensure timely delivery and receipt of goods across warehouse locations.<br>• Collaborate with logistics and customer service teams to schedule outbound shipments based on inventory levels and production needs.<br>• Organize and update receiving schedules for incoming materials and packaging, maintaining records in line with company protocols.<br>• Provide detailed daily reports on shipments, receipts, transfers, and discrepancies to key stakeholders.<br>• Verify inventory availability for shipments by consulting inventory records or liaising with inventory control specialists.<br>• Prepare and review shipping documents for internal transfers and outbound deliveries, ensuring accuracy.<br>• Manage the flow of inbound, outbound, and transfer traffic by working closely with logistics, purchasing, production, and warehousing teams.<br>• Oversee scheduling platforms to set warehouse rules, carrier requirements, and shipment times.<br>• Assist with the reconciliation of inventory discrepancies and maintain data accuracy using inventory tracking systems.<br>• Analyze work processes and recommend improvements to enhance efficiency and quality of service.
  • 2026-01-09T19:34:34Z
Tax Manager - Public
  • Modesto, CA
  • onsite
  • Permanent
  • 97000.00 - 140000.00 USD / Yearly
  • 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
  • 2026-01-02T20:44:12Z
Lead Advisor - Emerging RIA Firm
  • San Ramon, CA
  • onsite
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Lead Advisor</strong></p><p>Are you a detail-oriented professional with a passion for client service and financial planning? We’re seeking a <strong>Lead Advisor</strong> to act as a strategic partner and project manager, supporting senior advisors and delivering exceptional client experiences.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Gain exposure to all aspects of wealth management.</li><li>Work closely with high-net-worth clients and senior advisors.</li><li>Enjoy a collaborative team culture and strong work-life balance.</li><li>Benefit from company-sponsored FINRA exams and CFP® support.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Act as a high-level project manager for client cases, managing tasks and timelines.</li><li>Build tailored financial plans and investment strategies using planning software.</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and onboarding processes.</li><li>Prepare investment reviews, insurance proposals, and financial recommendations.</li><li>Oversee CRM data, client paperwork, and operational workflows.</li></ul>
  • 2026-01-13T15:04:19Z
AR/Collections
  • San Ramon, CA
  • onsite
  • Temporary
  • 28.00 - 30.00 USD / Hourly
  • <p>Our client is looking for an AR/Collections Specialist who enjoys working with people and numbers. In this important role, you’ll help manage accounts receivable processes and lead collections activities to ensure customer invoices are paid on time. You’ll collaborate with various teams and connect directly with clients to resolve billing questions, negotiate payment arrangements, and keep accurate transaction records. The ideal candidate is detail-oriented, an excellent communicator, and enjoys a dynamic, fast-paced work environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Conduct daily collection activities, reaching out to customers by phone, email, and written communication to resolve past-due accounts.</li><li>Monitor aging reports and prioritize which accounts need attention based on risk and outstanding balances.</li><li>Quickly research and resolve invoice or payment discrepancies for customers.</li><li>Work closely with internal teams to address any billing issues or disputes.</li><li>Negotiate payment plans and settlements with customers as necessary.</li><li>Document all collection activity and communications in the ERP or accounting system.</li><li>Provide regular updates to management on the status of outstanding receivables.</li><li>Prepare and send delinquency notices or statements when required.</li><li>Escalate complex collection matters to management or legal as needed.</li><li>Assist with month-end closing and reconcile the accounts receivable ledger for accuracy.</li><li>Support ongoing improvements to accounts receivable and collections processes.</li><li>Follow company policies and compliance standards in handling customer and financial information.</li></ul><p><br></p>
  • 2026-01-15T21:34:02Z
Front Desk Coordinator
  • San Ramon, CA
  • onsite
  • Temporary
  • 22.00 - 24.00 USD / Hourly
  • <p>We are looking for a temporary Front Desk Coordinator in San Ramon, California. This position is ideal for someone who thrives in a fast-paced environment and enjoys providing excellent customer service while managing front desk operations. The role requires effective communication skills and attention to detail to ensure smooth day-to-day activities.</p><p><br></p><p>Responsibilities:</p><p>• Greet and identify visitors, ensuring their purpose of visit is documented and directing them to the appropriate staff or management.</p><p>• Maintain a welcoming and organized front desk area, ensuring coverage during all working hours by coordinating with administrative support for breaks.</p><p>• Handle incoming mail, packages, and courier deliveries with accuracy and efficiency.</p><p>• Prepare outgoing mail at the end of the workday and deposit it in the designated mail drop box.</p><p>• Answer and direct inbound calls using a multi-line phone system, ensuring prompt and detail-oriented communication.</p><p>• Provide concierge services to visitors, ensuring they feel comfortable and informed while waiting.</p><p>• Monitor and manage front desk supplies, ensuring necessary items are always available.</p><p>• Assist with general administrative tasks as needed to support the team.</p><p>• Uphold security protocols by verifying visitor credentials and granting office access appropriately.</p><p><br></p><p>If you are interested in this temporary front desk coordinator role, submit your resume today! </p>
  • 2026-01-20T23:13:56Z
Tax Manager - Emerging Wealth Management Firm
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional looking for an opportunity to grow and lead in a collaborative environment? We’re seeking a <strong>Tax Manager</strong> to join a boutique wealth management firm with an integrated tax practice. This role offers flexibility, professional development, and the chance to work with a supportive team committed to excellence.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that values continuous learning and personal growth.</li><li>Work in a warm, client-focused environment with a strong team culture.</li><li>Opportunity to transition into a leadership role over time.</li><li>Flexible hybrid schedule and competitive compensation.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns.</li><li>Support technical reviews and assist with complex tax issues.</li><li>Collaborate with senior leadership and tax preparers to ensure accuracy.</li><li>Assist with client communications and provide exceptional service.</li><li>Over time, take on increased responsibility for reviews and sign-offs.</li></ul>
  • 2026-01-13T15:08:48Z
Administrative Assistant
  • San Ramon, CA
  • onsite
  • Contract / Temporary to Hire
  • 26.00 - 30.00 USD / Hourly
  • <p>Robert Half's client in San Ramon, CA is looking for a PART-TIME Administrative Assistant to join their tax office. This position is contract-to-hire. This role provides an excellent opportunity to showcase your administrative skills and provides vital clerical and administrative support to tax professionals and clients. The position is PART-TIME, approximately 25 hours per week.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• managing schedules</p><p>• coordinating appointments</p><p>• preparing and processing documents</p><p>• handling phone and email correspondence</p><p>• maintaining confidential files</p><p>• assisting with client intake and billing</p><p><br></p><p>This role requires an understanding of common tax documents (such as W-2s, 1099s, and client tax forms), with the ability to accurately organize, identify, and process sensitive information. The ideal candidate has strong organizational skills, attention to detail, proficiency in office software, and the ability to provide excellent customer service in a fast-paced environment. Prior experience in a finance or tax office is preferred.</p><p><br></p><p>If you are interested in this part time Administrative Assistant role, apply today!</p>
  • 2026-01-21T19:54:26Z
Tax Manager at Wealth Management Firm
  • San Jose, CA
  • remote
  • Permanent
  • 100000.00 - 150000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Advisor| Wealth Management| San Jose</strong></p><p> </p><p>Our client is a<strong> growing wealth management firm</strong> serving high-net-worth individuals and families with thoughtful, full-service advice. Known for its collaborative culture and client-first mindset, the firm is expanding its tax advisory offering to meet rising demand.</p><p> </p><p>This <strong>Tax Advisor </strong>role is a chance to help build a new practice area from the ground up while joining a close-knit, high-caliber team. You’ll work in a beautiful San Jose office, enjoy real work-life balance, and<strong> have clear paths for advancement, including potential ownership</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver tax planning, advisory, and compliance services for high-net-worth clients</li><li>Manage a book of clients with complex tax needs</li><li>Prepare individual, trust, and estate returns using SurePrep</li><li>Stay current on tax regulations and ensure compliance and confidentiality</li><li>Communicate proactively with clients to provide exceptional service</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-01-11T19:04:12Z
Accounting Clerk
  • Newark, CA
  • onsite
  • Permanent
  • 90000.00 - 95000.00 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>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!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
  • 2026-01-21T01:53:39Z
Administrative Assistant
  • Modesto, CA
  • onsite
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • <p>An Administrative Assistant provides essential support to teams and leaders, helping to keep daily operations organized and running smoothly. Typical responsibilities include:</p><ul><li>Managing schedules and coordinating meetings, appointments, and travel itineraries.</li><li>Preparing and editing correspondence, reports, and presentations.</li><li>Handling incoming calls, emails, and other communications in a professional manner.</li><li>Organizing and maintaining electronic and paper files.</li><li>Assisting with data entry, invoice processing, and basic bookkeeping tasks.</li><li>Ordering office supplies and maintaining inventory.</li><li>Supporting event planning and coordination.</li><li>Facilitating cross-team communication and supporting project-based work.</li><li>Using office software and digital collaboration tools; navigating CRM platforms and supporting automation initiatives as needed.</li><li>Providing excellent internal and external customer service.</li></ul><p>Strong communication, attention to detail, and organizational skills are required. The best candidates are adaptable, proactive, and comfortable in fast-paced, technology-driven environments.</p>
  • 2026-01-09T21:44:42Z
Tax Sr. - Corporate
  • Mountain View, CA
  • onsite
  • Permanent
  • 95000.00 - 110000.00 USD / Yearly
  • <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>
  • 2026-01-21T00:29:31Z
Entry Level Accountant
  • Hayward, CA
  • onsite
  • Permanent
  • 23.50 - 30.50 USD / Hourly
  • <p>Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant. This full-time role offers hands-on experience with a variety of clients, helping you build key accounting skills, contribute to significant projects, grow your professional network, and enjoy the stability and growth opportunities of permanent employment.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located on LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><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><p><strong>Why Join Us?</strong></p><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>
  • 2026-01-15T21:28:56Z
Senior Client Services - Wealth Management
  • San Jose, CA
  • remote
  • Permanent
  • 120000.00 - 155000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Client Services Associate| Wealth Management| San Jose</strong></p><p> </p><p>Join a fast-growing investment advisory firm, known for client-driven growth and a strong commitment to professional development. You’ll gain hands-on experience in client relations, portfolio operations, and investment analysis while benefiting from mentorship, in a supportive environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Deliver exceptional service to sophisticated clients</li><li>Handle new accounts, transfers, closings, and client transactions accurately</li><li>Prepare trades, reports, and client meeting materials</li><li>Maintain client documentation and ensure compliance with firm guidelines</li><li>Monitor client communications and coordinate scheduling</li><li>Reconcile client accounts and support portfolio integrity</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-01-13T05:15:23Z
Sr. Accountant
  • Santa Clara, CA
  • onsite
  • Temporary
  • 39.59 - 45.84 USD / Hourly
  • We are looking for a highly skilled and detail-oriented Senior Accountant to join our team in Santa Clara, California. In this long-term contract role, you will manage key accounting processes, including contributions revenue, charitable trusts, and internal grants. You will also play a vital role in supporting audits, financial reporting, and tax compliance while serving as a liaison to various departments.<br><br>Responsibilities:<br>• Oversee the full accounting cycle for contributions revenue, ensuring accurate reconciliation and analysis of gift clearing and pledge accounts.<br>• Record transactions related to charitable trusts and annuities, including liability adjustments and annual roll forward documentation.<br>• Collaborate with the Development Office to address issues, streamline processes, and ensure proper fund categorization for non-cash gifts.<br>• Manage internal grants by setting up accounts, reviewing compliance, processing funding entries, and handling closeout procedures.<br>• Provide backup support for fixed assets and plant accounting, including policy development and ad hoc reporting.<br>• Prepare schedules, footnotes, and documentation to support annual audits and financial statement reviews.<br>• Develop contribution-related tax schedules, including Form 990 preparation.<br>• Deliver financial analysis and journal entry support to assigned departments, assisting with annual close and ad hoc reporting.<br>• Create management reports and recommend improvements to enhance efficiency.<br>• Supervise and provide guidance to student staff as needed.
  • 2026-01-14T00:38:59Z
Desktop Support Analyst
  • Mountain View, CA
  • onsite
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • <p>We are seeking a bilingual (Japanese/English) Desktop Support Specialist to join our IT team. The ideal candidate will provide technical support for end users, including hardware, software, and network issues, with a strong focus on supporting Japanese-speaking employees or clients. This role requires excellent troubleshooting skills, customer service, and fluency in both Japanese and English.</p><p><br></p><p>Responsibilities:</p><p>• Deliver technical support for software, hardware, and network systems, ensuring timely issue resolution.</p><p>• Provide specialized assistance to Japanese-speaking users, addressing their IT needs effectively.</p><p>• Manage and maintain system configurations, ensuring optimal performance and user accessibility.</p><p>• Troubleshoot and resolve issues related to Active Directory, backup technologies, and configuration management.</p><p>• Support mobile devices, including Android and Apple products, ensuring seamless functionality.</p><p>• Collaborate with team members to implement and manage Cisco and Citrix technologies.</p><p>• Perform regular maintenance and updates for Dell hardware and other computer systems.</p><p>• Ensure proper documentation of support activities and resolutions for future reference.</p><p>• Monitor and address system alerts to prevent potential disruptions.</p><p>• Deliver excellent customer service while adhering to company standards and best practices.</p>
  • 2026-01-02T16:33:40Z
Entry Level Accountant
  • San Ramon, CA
  • onsite
  • Permanent
  • 23.50 - 30.50 USD / Hourly
  • <p>Robert Half’s Full-Time Engagement Professionals team is hiring an Entry-Level Accountant. This full-time role offers hands-on experience with a variety of clients, helping you build key accounting skills, contribute to significant projects, grow your professional network, and enjoy the stability and growth opportunities of permanent employment.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><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><p><strong>Why Join Us?</strong></p><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>
  • 2026-01-15T21:28:56Z
Tax Manager
  • Concord, CA
  • remote
  • Temporary
  • 80.00 - 100.00 USD / Hourly
  • <p>Our client in Concord is seeking an experienced Tax Manager for a 2+ month engagement in support of the Tax Director . This role offers the flexibility of remote work and requires a strong background in corporate tax, including both income and indirect tax. You will play a vital role in managing tax provisions, ensuring compliance, and supporting various tax-related activities for a multi-entity organization. Pay is expected to be $80-$100/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review annual income tax provisions in compliance with ASC 740 standards</p><p>• Conduct detailed reviews of supporting workpapers to ensure accuracy and completeness</p><p>• Manage corporate tax returns, including filing extensions and final submissions</p><p>• Oversee indirect tax processes, such as sales and use tax, while coordinating with controllers of smaller subsidiaries</p><p>• Collaborate with external CPA firms to provide necessary tax adjustments and financial information</p><p>• Utilize OneSource software for tax provision preparation and reporting</p><p>• Analyze and explain findings from tax workpapers to senior management</p><p>• Ensure timely preparation and review of tax-related financials, including provisions and adjustments</p><p>• Support the VP of Finance in tax-related decision-making and reporting processes</p><p>• Maintain compliance with all relevant federal, state, and local tax regulations</p>
  • 2026-01-17T02:25:43Z
SAP FICO Support Lead
  • San Jose, CA
  • onsite
  • Temporary
  • 112.10 - 129.80 USD / Hourly
  • <p>We are seeking a motivated SAP FICO Support Lead with 3–5 years of SAP Finance (FICO) functional experience to join our dynamic team. This role is ideal for someone who enjoys hands-on problem-solving, excels at supporting end users, and is ready to take on leadership responsibilities by managing a small team of managed support resources. The ideal candidate will have a solid foundation in SAP S/4HANA Finance, strong communication skills, and a customer service focus.</p><p>________________________________________</p><p>What You’ll Do:</p><p>• Serve as the primary point of contact for SAP FICO break/fix support tickets, troubleshooting and resolving issues related to Finance modules (GL, AP, AR, Asset Accounting, Controlling, etc.).</p><p>• Coordinate and manage a team of managed support resources (combination of India and U.S), ensuring timely ticket resolution and high-quality service delivery.</p><p>• Collaborate with business users and IT partners to clarify requirements, document issues, and communicate solutions.</p><p>• Escalate complex issues to senior team members, SAP (or other third-party vendors) when necessary, while maintaining ownership of the ticket lifecycle.</p><p>• Track support metrics, prepare status updates, and contribute to continuous improvement initiatives within the Finance support area.</p><p>• Assist with minor configuration changes, user training, and documentation updates as needed.</p><p>• Participate in regular meetings with business stakeholders and managed services partners.</p><p><br></p>
  • 2025-12-24T16:34:19Z
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