<p>About the Role</p><p>We are looking for a reliable, customer-focused individual to join our team as a Part-Time Customer Service Representative with event support responsibilities. In this dual-role position, you will deliver excellent service to clients and internal teams while also helping plan, set up, and coordinate events. This is a great opportunity for someone who enjoys variety, thrives in a people-oriented environment, and can shift between desk-based support and hands-on event work.</p><p>Key Responsibilities</p><ul><li>Provide friendly, professional customer service via phone, email, and in-person interactions</li><li>Respond to inquiries, resolve issues, and escalate more complex matters when needed</li><li>Maintain accurate customer records and documentation in our systems</li><li>Assist with event planning and logistics, including coordinating schedules, vendors, supplies, and staffing needs</li><li>Support on-site event setup, breakdown, and day-of coordination to ensure smooth operations</li><li>Collaborate with internal teams and external partners to meet event timelines and quality standards</li><li>Help track event-related details and communicate updates to stakeholders</li><li>Perform other related administrative and support duties as assigned</li></ul><p><br></p>
<p>We are seeking an experienced Accounts Receivable Specialist for a temp-to-hire opportunity within the manufacturing sector. This position will support daily accounts receivable operations, including payment processing, account reconciliation, collections, and resolving customer account discrepancies. Previous manufacturing industry experience is preferred.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><br></p><ul><li>Process and apply customer payments accurately and promptly</li><li>Monitor aging reports and follow up on past-due accounts</li><li>Contact customers regarding outstanding invoices and payment status</li><li>Research and resolve billing, payment, and account discrepancies</li><li>Reconcile customer accounts and maintain accurate account balances</li><li>Prepare and distribute invoices and customer statements</li><li>Maintain detailed collection notes and supporting documentation</li><li>Research short payments, deductions, credits, and unapplied cash</li><li>Coordinate with customers, sales, customer service, and internal accounting teams</li><li>Assist with month-end closing and accounts receivable reporting</li><li>Respond to customer questions professionally and promptly</li><li>Provide additional accounting support as assigned</li></ul><p><br></p>
<p>Robert Half client in Concord, CA is looking for a motivated Inside Sales Representative to join a healthcare-focused organization supporting seniors. This contract opportunity with potential for a permanent role is ideal for someone early in their sales career who enjoys speaking with people, understanding their needs, and helping them make informed decisions. In this role, you will connect with warm inbound and marketing-generated leads, build trust with seniors and their families, and turn interest into long-term customer relationships through thoughtful, consultative conversations.</p><p><br></p><p>Inside Sales Representative Responsibilities:</p><p>• Engage with inbound and marketing-sourced prospects to understand their situations and recommend suitable products, pricing, and service options.</p><p>• Lead consultative sales conversations that address customer questions, ease concerns, and highlight the value of available solutions.</p><p>• Build strong connections with seniors, caregivers, and family members by communicating with empathy, clarity, and professionalism.</p><p>• Maintain consistent follow-up with prospective customers to keep opportunities moving forward and improve conversion outcomes.</p><p>• Record customer interactions, lead updates, and sales activity accurately in company systems to support pipeline visibility and reporting.</p><p>• Work toward daily performance expectations related to outreach, conversions, and revenue generation.</p><p>• Partner with colleagues and leadership to share feedback on customer objections, lead quality, and market patterns.</p><p>• Use persuasive and timely communication to help interested prospects make confident purchasing decisions.</p><p><br></p><p>If you are interested in this Inside Sales Representative, please submit your resume today.</p>
We are looking for a Billing Specialist to join a contract assignment supporting utility billing operations in California. This onsite contract position is ideal for someone who can combine accurate financial processing with responsive customer support in a public-facing environment. The person in this role will manage billing-related activities, assist customers with account questions, and help maintain reliable records and payment tracking from day one.<br><br>Responsibilities:<br>• Manage utility billing activities by preparing charges, reviewing account details, and ensuring customer statements are processed accurately and on time.<br>• Provide in-person and front-counter service by accepting payments, completing service-related forms, and explaining billing information clearly to customers.<br>• Respond to customer inquiries regarding account balances, usage activity, and service requests through clear and timely communication.<br>• Investigate account issues and transaction discrepancies, then take appropriate steps to resolve concerns or recommend corrective action.<br>• Generate and review billing, payment, and account reports to support daily reconciliation and accurate financial recordkeeping.<br>• Maintain organized financial and statistical records related to cashiering, receivables, customer accounts, and utility billing transactions.<br>• Receive, balance, and post cash and check payments while helping ensure daily receipts are properly documented and reconciled.<br>• Support collection efforts by coordinating follow-up on outstanding balances and assisting with payment arrangement processes.<br>• Prepare write-off documentation and related account adjustments in accordance with established procedures.
<p>We are looking for an Accounts Receivable Specialist to join a healthcare organization in a contract-to-permanent capacity. This role supports customer account management by addressing billing concerns, resolving payment-related questions, and providing responsive service across a high volume of daily interactions. The ideal candidate is organized, customer-focused, and comfortable balancing receivables tasks with account support responsibilities in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Respond to customer inquiries related to services, invoices, account activity, and other billing matters with professionalism and accuracy.</p><p>• Manage a high volume of inbound and outbound calls each day, ensuring timely follow-up and consistent communication with customers and internal teams.</p><p>• Investigate and resolve customer concerns, document account notes in the system, and take ownership of issues through completion.</p><p>• Review billing records, explain invoice details, and apply incoming payments to the appropriate customer accounts.</p><p>• Contact customers regarding past-due balances and support collection efforts by encouraging prompt payment.</p><p>• Process account updates such as adjustments, refunds, credit card transactions, and expedited payment requests in accordance with company procedures.</p><p>• Assess requests to discontinue service, attempt to preserve the customer relationship when appropriate, and complete cancellation steps when needed.</p><p>• Coordinate equipment pickup following account closure and direct calls or requests to the appropriate department when additional support is required.</p><p>• Scan, organize, and maintain written correspondence and account documentation for accurate recordkeeping.</p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
<p>We’re hiring an Accounts Receivable Specialist for an ongoing contract opportunity. This position will support daily accounts receivable operations, including payment processing, account reconciliation, collections, and resolving customer account discrepancies. Previous experience working in the construction industry is preferred.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><br></p><ul><li>Process and apply customer payments accurately and promptly</li><li>Monitor aging reports and follow up on past-due accounts</li><li>Contact customers regarding outstanding invoices and payment status</li><li>Research and resolve billing, payment, and account discrepancies</li><li>Reconcile customer accounts and maintain accurate account balances</li><li>Prepare and distribute invoices and customer statements</li><li>Maintain detailed collection notes and supporting documentation</li><li>Assist with lien releases, progress billings, retention, or related construction billing processes as needed</li><li>Coordinate with project managers, customers, and internal accounting staff</li><li>Assist with month-end closing and accounts receivable reporting</li><li>Respond to customer questions professionally and promptly</li><li>Provide additional accounting support as assigned</li></ul><p><br></p><p><br></p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Alamo, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. </p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
We are looking for a detail-oriented Receptionist to support daily front-desk and administrative operations for a contract position based in California. This role serves as the first point of contact for visitors and callers, helping create a welcoming and organized office environment. The ideal candidate is courteous, dependable, and comfortable managing multiple tasks while providing strong customer service.<br><br>Responsibilities:<br>• Welcome guests and direct them to the appropriate staff members or meeting areas in a friendly and attentive manner.<br>• Manage incoming phone calls, route inquiries accurately, and take clear messages when needed.<br>• Coordinate the preparation and scheduling of conference rooms to support meetings and office activities.<br>• Perform a range of clerical and administrative tasks that help keep the office running smoothly each day.<br>• Maintain a tidy and presentable reception area to ensure a positive experience for visitors and employees.<br>• Assist with general office support such as handling correspondence, organizing documents, and responding to routine requests.
<p>Robert Half is seeking an Accounts Receivable Clerk with some Accounts Payable experience to join our Full-Time Engagement Professionals team. In this role, you will support client projects by handling invoicing, cash applications, collections, payment processing, vendor invoices, and other day-to-day accounting operations. This opportunity offers the stability of full-time employment, exposure to a variety of client environments, and the chance to contribute to critical projects and interim needs.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process customer invoices, post payments, and apply cash accurately</li><li>Monitor aging reports and assist with collections follow-up</li><li>Reconcile accounts receivable transactions and resolve discrepancies</li><li>Support accounts payable functions, including invoice processing and vendor payments</li><li>Maintain accurate financial records and assist with month-end close activities</li><li>Provide general accounting and administrative support for client engagements</li></ul><p><br></p>
<p>Robert Half is seeking an Accounts Receivable Clerk who also has experience in A/P to join our Full-Time Engagement Professionals team. In this role, you will support client projects by handling invoicing, cash applications, collections, payment processing, vendor invoices, and other day-to-day accounting operations. This opportunity offers the stability of full-time employment, exposure to a variety of client environments, and the chance to contribute to critical projects and interim needs.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process customer invoices, post payments, and apply cash accurately</li><li>Monitor aging reports and assist with collections follow-up</li><li>Reconcile accounts receivable transactions and resolve discrepancies</li><li>Support accounts payable functions, including invoice processing and vendor payments</li><li>Maintain accurate financial records and assist with month-end close activities</li><li>Provide general accounting and administrative support for client engagements</li></ul>
We are looking for a welcoming and dependable Receptionist to support daily office operations. This Contract position is ideal for someone who enjoys creating a positive first impression, keeping shared spaces organized, and assisting with a variety of administrative tasks. The role is onsite and offers an opportunity to contribute to a well-organized office environment through strong communication, customer service, and attention to detail.<br><br>Responsibilities:<br>• Welcome visitors and create a courteous, friendly front-desk experience for clients and guests.<br>• Coordinate day-to-day communication with internal team members to help office activities run smoothly.<br>• Maintain common areas such as the breakroom and front office by keeping them neat, stocked, and presentable.<br>• Collect and distribute incoming mail and manage basic document handling tasks, including scanning paperwork.<br>• Monitor overall office appearance and address routine organizational needs throughout the day.<br>• Support purchasing coordination by handling order requests for office-related needs.<br>• Provide general administrative assistance as needed to help maintain efficient office operations.
<p>The AR Specialist is responsible for managing incoming payments, invoicing, collections, and account reconciliation activities to help ensure accurate and timely cash application. In a mid-sized company, this role often works closely with customers, sales teams, and accounting staff to maintain accurate receivables records and support healthy cash flow. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and issue customer invoices accurately and on time. Based on general knowledge.</li><li>Post payments received by check, ACH, wire, credit card, or other methods. Based on general knowledge.</li><li>Reconcile customer accounts and investigate payment discrepancies. Based on general knowledge.</li><li>Monitor aging reports and follow up on past-due balances. Based on general knowledge.</li><li>Communicate with customers regarding billing questions, account status, and payment arrangements. Based on general knowledge.</li><li>Maintain accurate customer records, credit information, and supporting documentation. Based on general knowledge.</li><li>Assist with cash application, account adjustments, and month-end closing activities. Based on general knowledge.</li><li>Support reporting, audit requests, and process improvement efforts related to accounts receivable. Based on general knowledge.</li></ul>
<p>Our team is seeking an Accounts Payable Specialist to join our Full-Time Engagement Professionals practice, a solution that provides clients with full-time professionals who can support critical projects and interim staffing needs while offering continuity and the ability to re-engage talent for future needs. In this role, you will support client engagements by managing day-to-day accounts payable activities, helping maintain accurate financial records, and ensuring timely vendor payments.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process a high volume of vendor invoices accurately and in a timely manner.</li><li>Review invoices for proper approval, coding, and supporting documentation.</li><li>Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</li><li>Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</li><li>Maintain vendor records, including W-9s, payment instructions, and account updates.</li><li>Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</li><li>Support month-end close by preparing AP accruals, reconciliations, and related reports.</li><li>Assist with process improvement initiatives, audit support, and special accounting projects as needed.</li><li>Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</li></ul><p><br></p>
<p>Our team is hiring an Accounts Payable Specialist for our Full-Time Engagement Professionals practice. This role supports client projects and interim staffing needs while providing continuity and the option to re-engage talent for future needs. You will handle daily accounts payable/receivable tasks, maintain accurate financial records, and ensure vendors are paid on time. </p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p>· Process a high volume of vendor invoices accurately and in a timely manner.</p><p>· Review invoices for proper approval, coding, and supporting documentation.</p><p>· Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</p><p>· Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</p><p>· Maintain vendor records, including W-9s, payment instructions, and account updates.</p><p>· Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</p><p>· Support month-end close by preparing AP accruals, reconciliations, and related reports.</p><p>· Assist with process improvement initiatives, audit support, and special accounting projects as needed.</p><p>· Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</p><p><br></p>
<p>Our team is hiring an Accounts Payable Specialist for our Full-Time Engagement Professionals practice. This role supports client projects and interim staffing needs while providing continuity and the option to re-engage talent for future needs. You will handle daily accounts payable/receivable tasks, maintain accurate financial records, and ensure vendors are paid on time. </p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process a high volume of vendor invoices accurately and in a timely manner.</li><li>Review invoices for proper approval, coding, and supporting documentation.</li><li>Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</li><li>Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</li><li>Maintain vendor records, including W-9s, payment instructions, and account updates.</li><li>Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</li><li>Support month-end close by preparing AP accruals, reconciliations, and related reports.</li><li>Assist with process improvement initiatives, audit support, and special accounting projects as needed.</li><li>Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</li></ul>
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p>We are looking for an experienced Senior Accountant to join our client in Concord, California in a contract capacity with the potential for a permanent role. This on-site position is ideal for a hands-on accounting specialist who can oversee daily financial operations, maintain accurate records, and support timely reporting across the business. The role offers the opportunity to contribute across multiple accounting functions while helping strengthen processes and financial accuracy.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee end-to-end accounting activities, ensuring day-to-day financial transactions are recorded accurately and completed on schedule.</p><p>• Review, code, and enter supplier invoices while supporting timely payment processing and proper expense tracking.</p><p>• Generate customer invoices, monitor outstanding balances, and follow through on receivables to maintain healthy cash flow.</p><p>• Perform bank and account reconciliations, investigate discrepancies, and help ensure the integrity of financial records.</p><p>• Maintain and reconcile general ledger accounts to support accurate month-end and quarter-end close activities.</p><p>• Prepare internal financial reports and assist with monthly and quarterly statement preparation for leadership review.</p><p>• Support payroll-related accounting coordination and collaborate with internal staff across accounting operations as needed.</p><p>• Contribute to accounting system improvement efforts, including implementation-related support when applicable.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
<p>Top real estate law firm is seeking a skilled land use attorney to join their team. This role offers the opportunity to work on challenging projects in a collaborative environment, representing a broad range of reputable clients. If you have proven expertise in land use law and a passion for delivering exceptional legal services, we encourage you to apply. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Advise clients on land use matters, including project entitlements and administrative proceedings.</p><p>• Represent clients in hearings and negotiations related to zoning, permitting, and land development.</p><p>• Conduct thorough legal research and analysis to provide strategic recommendations.</p><p>• Collaborate with a team of experienced attorneys to deliver comprehensive solutions.</p><p>• Draft and review legal documents, including contracts, agreements, and regulatory filings.</p><p>• Stay updated on changes in land use and real estate laws to ensure compliance.</p><p>• Build and maintain strong client relationships by providing clear communication and expert guidance.</p><p>• Support team growth through mentoring and knowledge sharing within the group.</p><p>• Participate in firm-wide initiatives to promote diversity and inclusion.</p><p>• Manage multiple cases efficiently while meeting deadlines and client expectations.</p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Are you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career?</strong></p><p><br></p><p>This is a unique opportunity to leverage your tax expertise while expanding into <strong>financial planning and wealth management</strong>—without the stress of building a book of business or surviving another endless busy season.</p><p><br></p><p>💰 <strong>Great Base + Bonus</strong></p><p>📍 <strong>San Ramon </strong></p><p><br></p><p>Why this opportunity stands out</p><p><br></p><p>This role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You'll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time.</p><p><br></p><p><strong>No prospecting. No cold calling.</strong> The firm brings you the clients so you can focus on what you do best.</p><p><br></p><p>What you'll do</p><p>✔ Identify proactive tax planning opportunities by reviewing client tax returns</p><p>✔ Prepare tax projections and multi-year planning strategies</p><p>✔ Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies</p><p>✔ Participate in client meetings alongside advisors</p><p>✔ Build cash flow analyses and financial planning recommendations</p><p>✔ Collaborate with CPAs, EAs, and other client advisors</p>
<p>Robert Half client is looking for a friendly and organized Receptionist to support daily front desk operations for a wealth management firm in Alamo, California. This contract opportunity with potential for a permanent role is well suited for someone who enjoys creating a welcoming experience for visitors while keeping communication and administrative tasks running smoothly. The ideal candidate will be comfortable handling incoming calls, managing mail flow, and assisting with general office coordination.</p><p><br></p><p>This is a <strong>part-time</strong> opportunity. M-F, four hours per day.</p><p><br></p><p>Receptionist Duties:</p><p>• Welcome visitors and provide a welcoming first point of contact for clients, tenants, vendors, and team members.</p><p>• Manage a multi-line phone system, direct calls efficiently, and take accurate messages when needed.</p><p>• Respond to inbound inquiries with courtesy and route requests to the appropriate department or contact.</p><p>• Sort, distribute, and organize incoming and outgoing department mail to support daily office operations.</p><p>• Maintain a tidy and well-organized reception area that reflects a positive and organized office environment.</p><p>• Assist with client appreciation efforts by helping coordinate small events, communications, or hospitality-related tasks.</p><p>• Provide part-time front desk coverage while supporting routine administrative needs across the office as needed.</p><p><br></p><p>If you are interested in this receptionist role, please apply today!</p>
We are looking for a Front Desk Coordinator to support daily office operations for a manufacturing environment in Merced, California. This Long-term Contract opportunity is well suited for someone who enjoys being the first point of contact, communicates confidently, and adapts easily to changing priorities. The role combines front office reception, administrative coordination, and customer-facing support to help keep the workplace organized and running efficiently.<br><br>Responsibilities:<br>• Welcome visitors, employees, and business partners with a detail-oriented and helpful approach while managing front desk activity throughout the day.<br>• Receive and route incoming phone calls through a multi-line phone system, taking accurate messages and directing inquiries to the appropriate teams.<br>• Enter sales order information and other office records with accuracy while maintaining organized documentation.<br>• Process payments and assist with related administrative records in a timely and detail-oriented manner.<br>• Coordinate incoming and outgoing mail, shipments, and deliveries to ensure items are tracked and distributed properly.<br>• Arrange meetings, appointments, and shared office spaces while helping maintain calendars and support onsite event logistics.<br>• Monitor office supply levels, place replenishment orders, and keep inventory records up to date.<br>• Provide clerical support through filing, scanning, document preparation, and assistance with general administrative projects.<br>• Work closely with internal departments to support smooth day-to-day operations and follow visitor security procedures, including check-in and badge issuance.
<p>Robert Half client is seeking a Property Administrator to support residential community operations in Hayward, CA on a contract basis. This position combines resident support, leasing coordination, compliance oversight, and day-to-day property administration to help maintain a well-run and welcoming environment. The ideal candidate brings strong organizational skills, sound judgment, and the ability to balance operational priorities while delivering excellent service to residents and community partners.</p><p><br></p><p>Property Administrator Responsibilities:</p><p>• Oversee daily site operations by addressing resident needs, supporting lease administration, and resolving concerns in a thorough and timely manner.</p><p>• Coordinate with maintenance and operations personnel to help ensure the property remains safe, functional, and aligned with applicable housing standards.</p><p>• Manage leasing activities from outreach and applicant screening through move-in coordination and resident onboarding.</p><p>• Monitor rent collection processes, track outstanding balances, and follow up on delinquent accounts in accordance with established procedures.</p><p>• Foster positive relationships with residents, families, and local partners while serving as a visible representative at community meetings and outreach events.</p><p>• Enforce property policies and support regulatory compliance by maintaining accurate records and promoting a secure, accessible living environment.</p><p>• Supervise onsite team members by assisting with hiring, training, scheduling, performance oversight, and corrective action as needed.</p><p>• Contribute to sustainability efforts by supporting environmentally responsible property practices and resident awareness initiatives.</p><p><br></p><p>If you are interested in this Property Administrator position, please submit your resume today!</p>
We are looking for an Estate Planning Attorney to support clients with a wide range of matters involving estate planning, probate, and trust administration. This role is ideal for a legal specialist who can prepare accurate documentation, manage court-related filings, and communicate clearly with clients and involved parties. The attorney will play a key role in guiding matters from document preparation through filing and administration while maintaining organized case records.<br><br>Responsibilities:<br>• Develop estate planning instruments, including trusts, wills, and powers of attorney, tailored to client needs and legal requirements.<br>• Prepare and submit pleadings, petitions, and supporting materials for probate proceedings in the appropriate courts.<br>• Compose clear written communications related to probate, trust administration, and estate planning matters for clients, courts, and third parties.<br>• Assemble and file documents required by county offices, ensuring completeness, accuracy, and timely submission.<br>• Draft real property transfer documents, such as deeds, affidavits, and related disclosure forms, in support of estate and trust matters.<br>• Manage legal documentation and case materials through routine administrative support, including scanning, copying, and maintaining organized file records.<br>• Assist with trust and estate administration tasks by tracking required documentation and helping move matters forward efficiently.