<p>We are looking for an experienced CPA Tax Manager to join an expanding organization that offers an amazing career growth tracks! This firm is recognized for delivering high-quality tax and accounting services to an exclusive clientele, emphasizing personalized solutions and attention to detail. The role offers a collaborative environment, opportunities for career growth, and a focus on maintaining work-life balance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax returns for individuals, businesses (1120, 1120S, and 1065), and trusts.</p><p>• Offer strategic tax planning advice tailored to high-net-worth individuals and diverse businesses.</p><p>• Analyze and present financial data to clients and stakeholders with accuracy and clarity.</p><p>• Lead, mentor, and develop team members to foster a collaborative and growth-oriented workplace.</p><p>• Monitor changes in tax regulations and identify opportunities to enhance compliance and client benefits.</p><p>• Collaborate with colleagues to design innovative tax solutions that avoid unnecessary bureaucracy.</p><p>• Ensure effective use of tax software tools, optimizing workflows and data management.</p><p>• Assist with entity formation tasks and provide support for multi-state tax filings.</p><p>• Manage complex and consolidated tax returns while maintaining high standards of accuracy.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also)</p>
We are looking for a highly organized and detail-oriented Staff Accountant to join our team in Sunnyvale, California. This is a Contract to permanent position, offering an excellent opportunity for growth within the accounting field. The ideal candidate will play a crucial role in maintaining accurate financial records and supporting various accounting processes.<br><br>Responsibilities:<br>• Record and post financial transactions accurately into the general ledger.<br>• Perform monthly and routine reconciliations of general ledger accounts to ensure proper balancing.<br>• Assist in the preparation of financial statements and related reports.<br>• Create and process journal entries for adjustments, transactions, and accruals.<br>• Investigate and resolve discrepancies or errors within financial records.<br>• Support financial audits by maintaining organized and accurate records.<br>• Collaborate with other departments to gather required financial information and clarify accounting issues.<br>• Ensure compliance with corporate tax regulations, including preparing sales and corporate tax returns.<br>• Maintain detailed documentation for all accounting activities to ensure transparency and accuracy.
We are looking for a detail-oriented Staff Accountant to join our team on a contract basis in San Jose, California. In this role, you will play a key part in managing financial records, ensuring compliance with tax regulations, and supporting overall accounting operations. This is an excellent opportunity to contribute your expertise while collaborating with a dynamic team.<br><br>Responsibilities:<br>• Prepare and review corporate tax returns to ensure accuracy and compliance with regulations.<br>• Manage sales tax filings and resolve related discrepancies.<br>• Record and maintain journal entries to support accurate financial reporting.<br>• Oversee the general ledger, ensuring all transactions are correctly documented.<br>• Assist in tax planning activities and provide insights to optimize financial performance.<br>• Conduct reconciliations to ensure data integrity across accounting systems.<br>• Support audits by preparing necessary documentation and addressing inquiries.<br>• Collaborate with internal teams to streamline accounting processes and improve efficiency.<br>• Analyze financial data to identify trends and assist in decision-making processes.
<p>We are looking for a detail-oriented Staff Accountant to join our team in Monterey, California. In this role, you will manage a variety of accounting tasks to ensure the accuracy and integrity of our financial records. You will play a key role in maintaining compliance with organizational policies while supporting audits and financial reporting processes.</p><p><br></p><p>Responsibilities:</p><p>• Review and verify paid invoices to ensure proper documentation and accuracy.</p><p>• Prepare billing statements for County contracts and various grants.</p><p>• Apply cash payments and reconcile assigned general ledger accounts.</p><p>• Collaborate with auditors during agency audits and provide necessary documentation.</p><p>• Prepare comprehensive financial statements and ensure payroll accuracy.</p><p>• Record all agency transactions in compliance with organizational policies.</p><p>• Assist in the development and maintenance of financial reporting systems.</p><p>• Maintain regular backups of accounting data and financial worksheets.</p><p>• Respond to inquiries regarding organizational policies and procedures.</p><p>• Support continuous improvement initiatives within the accounting team.</p><p><br></p><p>Posted by Staffing Director Scott Moore</p>
Our organization thrives on innovation, collaboration, and operational excellence. We are dedicated to delivering high-quality products to a global market and fostering a culture of growth, integrity, and teamwork. To support our expansion, we are seeking a highly skilled Accounting Manager to bolster our financial operations. Job Description: As the Accounting Manager, you will oversee and enhance our accounting processes, with a particular focus on cost accounting, ERP systems, and inventory management. This role is vital to our financial strategy, ensuring accurate and timely financial reporting while providing insights to enhance organizational decision-making. The ideal candidate thrives in a fast-paced manufacturing environment and possesses a strong mix of technical and leadership expertise. <br> Key Responsibilities: Oversee all aspects of the company’s accounting operations, including responsibilities in cost accounting, general ledger management, and financial reporting. Perform detailed cost accounting functions to ensure product cost accuracy, analyze cost variances, and provide recommendations for cost optimization. Manage and maintain the company’s inventory accounting processes, verifying accuracy in reporting, reconciliation, and analysis of inventory movement. Utilize and enhance the ERP system to streamline accounting processes, implement process improvements, and ensure proper integration with manufacturing and inventory systems. Supervise, mentor, and lead accounting staff, ensuring cross-functional collaboration with other departments (production, operations, etc.) to achieve company financial goals. Create, manage, and present financial statements in compliance with GAAP standards. Assist in budgeting, forecasting, and financial analysis to identify cost-saving opportunities and operational efficiencies. Implement and monitor internal controls to ensure regulatory compliance and protect company assets. Collaborate with internal and external auditors to support periodic audits and ensure compliance with financial regulations. Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)
<p>We are looking for a skilled and motivated Assistant Controller to join our manufacturing team in Salinas, California. This role is essential in ensuring the accuracy and efficiency of financial operations, providing strategic insights to support business decisions, and maintaining compliance with industry standards. The ideal candidate will bring strong leadership abilities, expertise in accounting, and understanding of manufacturing processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee financial operations, ensuring accuracy and adherence to compliance standards.</p><p>• Prepare and manage month-end and year-end closing processes, including journal entries and account reconciliations.</p><p>• Develop and maintain financial forecasts, budgets, and variance analyses to guide decision-making.</p><p>• Collaborate with leadership to analyze financial data and recommend strategies for cost optimization and profitability.</p><p>• Monitor inventory accounting, cost of goods sold, and overhead allocation within manufacturing operations.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with tax regulations.</p><p>• Supervise and mentor accounting staff, fostering growth and development.</p><p>• Partner with external auditors to manage audit processes and ensure regulatory compliance.</p><p>• Identify opportunities for process improvements within the finance department and implement effective solutions.</p><p>• Work closely with cross-functional teams to align financial strategies with operational goals.</p><p><br></p><p>Posted by Director of Recruiting Scott Moore</p>
<p>We are looking for a highly skilled and detail-oriented Senior Manager of Accounting to lead and oversee financial operations in Pacific Grove, California. This role is essential for managing the general ledger while supporting additional accounting functions to ensure consistent and reliable financial reporting. The ideal candidate will bring technical expertise, leadership capabilities, and a collaborative approach to drive improvements and uphold high standards within the organization.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the general ledger and contribute to the monthly financial close process through journal entry preparation and account reconciliation.</p><p>• Review and validate the work performed by accounting team members to ensure accuracy and compliance.</p><p>• Play a key role in the development of annual budgets and monthly forecasts at both department and organizational levels.</p><p>• Collaborate with external auditors to facilitate interim and annual audits efficiently.</p><p>• Establish, maintain, and enforce financial controls that safeguard company assets and ensure accurate reporting.</p><p>• Lead special projects focused on departmental enhancements, process updates, financial analysis, and policy adjustments.</p><p>• Ensure the organization adheres to financial regulations and internal policies to maintain compliance.</p><p>• Provide leadership and guidance to foster a collaborative and high-performing accounting team.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore</p>
<p>We are looking for a detail-oriented Accounting Manager or Controller to lead financial operations and ensure accuracy in reporting. Based in San Juan Bautista, California, this role requires a strong understanding of reconciliation, general ledger management, and financial systems. The ideal candidate will excel in overseeing month-end processes and driving efficiency in accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage account reconciliations, ensuring all discrepancies are resolved promptly.</p><p>• Conduct detailed balance sheet reconciliations to maintain financial accuracy.</p><p>• Supervise bank reconciliation processes and ensure timely updates to financial records.</p><p>• Manage and maintain the general ledger, guaranteeing all entries are accurate and complete.</p><p>• Prepare and review journal entries to support month-end close procedures.</p><p>• Lead month-end close activities, ensuring deadlines are met and financial statements are accurate.</p><p>• Utilize financial systems such as NetSuite, Oracle, and SAP to streamline accounting operations.</p><p>• Analyze financial data to identify trends and provide actionable recommendations.</p><p>• Collaborate with cross-functional teams to improve accounting workflows and processes.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)</p>
We are looking for an experienced Billing Office Manager to oversee medical billing operations, manage staff, and ensure compliance with regulatory standards. This role is essential in maintaining efficient workflows, accurate billing processes, and timely payments while fostering collaboration across internal and external stakeholders. Key Duties and Responsibilities: Supervise and manage staff responsible for medical billing and patient accounting tasks. Ensure accurate and timely billing that aligns with organizational goals. Monitor workflows and collaborate with insurance providers, collection agencies, admitting departments, physicians, and auditors to address billing and account-related issues. Resolve patient account concerns diplomatically while adhering to established internal guidelines. Stay knowledgeable about third-party reimbursement policies, contracts, and healthcare regulations (e.g., HMOs, PPOs). Optimize department operations by effectively utilizing billing systems and implementing process improvements. Forecast staffing needs, balance workloads, and employ part-time assistance when required. Regularly prepare and present statistical reports to the CFO. Foster communication between cross-functional teams, including accounts receivable, registration, and health information. <br> Posted by Recruiting Director Scott G. Moore
<p><strong>Finance Manager/ Sr. Finance Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Finance Manager or Sr. Finance Manager</strong> to join a dynamic finance organization supporting multiple investment funds and related entities. This role is critical in managing entity-level accounting, valuation analysis, and financial reporting. You’ll collaborate with fund administrators, auditors, and tax providers to ensure accurate and timely reporting, valuations, and investor communications. The position also involves special projects, system enhancements, and process improvements, including upgrades to financial platforms.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Accounting, Reporting, and Coordination</strong></p><ul><li>Review and oversee fund administrators’ work on financial statements, capital accounts, and investor allocations.</li><li>Manage components of the entity close process, including journal entries, NAV packages, and financial statement deliverables.</li><li>Coordinate and review capital calls, distributions, and investor notices for accuracy and compliance.</li><li>Prepare quarterly and annual financial reports for investors and internal stakeholders.</li><li>Partner with auditors and tax advisors to ensure timely audits and filings.</li><li>Support consistency in reporting across funds, upper-tier entities, and management companies.</li></ul><p><strong>Valuation Analysis and Portfolio Metrics</strong></p><ul><li>Support valuation processes for portfolio companies, including fair value adjustments.</li><li>Collaborate with the investment team to analyze portfolio performance metrics.</li><li>Prepare valuation summaries and reports for quarterly reviews and investor communications.</li><li>Ensure valuation methodologies align with firm policies and accounting standards.</li></ul><p><strong>Operational Support</strong></p><ul><li>Act as a day-to-day contact for fund administrators on accounting and reporting matters.</li><li>Maintain accounting records, investor data, and compliance documentation.</li><li>Coordinate reconciliations between funds, upper-tier partnerships, and management companies.</li></ul><p><strong>Special Projects and Systems Enhancements</strong></p><ul><li>Lead initiatives to improve process efficiency, system functionality, and reporting automation.</li><li>Drive onboarding and workflow improvements for fund administrators.</li><li>Assist with system upgrades, data integration, and enhancements to financial platforms.</li><li>Contribute to data accuracy initiatives and new reporting capabilities.</li></ul>
<p>Our client is a San Jose medical device company that is seeking an ON-SITE AR Accountant to manage high-volume client invoicing, AR tasks, and month-end close. Must interface well with executives, colleagues, and external stakeholders.</p><p> </p><p>Must-haves</p><p>BS in Accounting, Economics, Finance, or related field</p><p>3–5 years in client invoicing, AR, and direct client interaction</p><p>AR, bank reconciliations, month-end close</p><p>Excellent written and verbal communication</p><p>High-volume invoicing experience</p><p>Highly organized, detail-oriented, able to multi-task</p><p>Self-starter; works well independently and in a distributed team</p><p>Strong Excel (pivot tables, VLOOKUPs); NetSuite experience required</p><p>Experience submitting invoices to client portals preferred</p><p><br></p><p>If you’re ready to contribute to a mission-critical function, apply now to Gary Daum at Robert Half</p>
<p>We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis. This role is 100% remote, and focuses on ensuring accurate and timely financial reporting for our organization. Ideal candidates will bring strong expertise in financial management and reporting systems, as well as a proactive approach to delivering high-quality results. You must have experience with preparing form 990, proficiency in Workday Financial software, and Workiva. Please apply today!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage comprehensive financial reports, ensuring compliance with regulatory standards and organizational policies.</p><p>• Utilize Workday Financial Management and Workday ERP systems to optimize reporting workflows.</p><p>• Collaborate with cross-functional teams to ensure accurate and timely delivery of financial data.</p><p>• Leverage tools such as Workiva and Power BI to enhance reporting efficiency and data visualization.</p><p>• Review and analyze financial statements to identify trends and provide actionable insights.</p><p>• Ensure adherence to all financial reporting requirements and assist with audits as needed.</p><p>• Drive improvements in reporting processes to achieve greater accuracy and efficiency.</p><p>• Maintain up-to-date knowledge of financial regulations and reporting standards.</p><p>• Provide leadership and guidance to team members involved in reporting activities.</p>
<p>We are looking for a skilled and detail-oriented Staff Accountant to join our team in Salinas, California. As part of a dynamic agricultural business, this role will focus on managing financial operations, ensuring compliance, and supporting the company’s growth objectives. The ideal candidate will have a strong foundation in accounting principles and thrive in a fast-paced, collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Handle daily accounting tasks, including managing accounts payable, accounts receivable, and maintaining the general ledger.</p><p>• Prepare accurate monthly financial statements and assist with month-end and year-end closing activities.</p><p>• Reconcile bank accounts and swiftly address any discrepancies.</p><p>• Maintain comprehensive records of company assets and inventory for fresh produce operations.</p><p>• Collaborate with the Controller to ensure compliance with tax regulations and reporting requirements.</p><p>• Contribute to the development of budgets and financial forecasts to support strategic planning.</p><p>• Perform variance analysis and provide actionable insights to help guide management decisions.</p><p>• Support external audits by preparing detailed documentation and financial reports.</p><p>• Drive process improvements by implementing automation and streamlining workflows.</p><p>• Partner with other departments to ensure accurate integration of financial data with overall business operations.</p><p><br></p><p>Posted by Staffing Director Scott Moore</p>
<p><strong>Job Description: Payroll Clerk</strong></p><p>The Payroll Clerk is tasked with accurately and efficiently processing employee payroll. Responsibilities include gathering and verifying timesheets, calculating earnings, handling payroll transactions, and maintaining comprehensive records of employee compensation and deductions. This role is vital for ensuring the organization remains compliant with all federal, state, and local payroll regulations, while also contributing to employee satisfaction through timely and precise payments.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Process Payroll</strong>: Prepare and process payroll for employees, ensuring accurate payment of wages and compliance with organizational policies.</li><li><strong>Verify Timesheets</strong>: Collect and review employee timesheets for accuracy, resolving discrepancies as needed.</li><li><strong>Calculate Pay</strong>: Calculate hours worked, overtime, bonuses, tax withholdings, and other adjustments to determine accurate payment amounts.</li><li><strong>Maintain Payroll Records</strong>: Update and maintain payroll information in company systems, including employee benefits, deductions, and tax information.</li><li><strong>Resolve Issues</strong>: Address payroll-related inquiries from employees and resolve discrepancies or issues with payments.</li><li><strong>Coordinate with HR & Accounting</strong>: Collaborate with human resources and accounting departments to ensure payroll aligns with employee contracts, benefits, and budget requirements.</li><li><strong>Ensure Compliance</strong>: Stay current on payroll laws and regulations, such as tax codes, wage laws, and benefits deductions, to ensure adherence.</li><li><strong>Generate Reports</strong>: Prepare payroll reports, summaries, and documentation for audits or management review.</li><li><strong>Support Year-End Processes</strong>: Assist in issuing tax forms, such as W-2s, and reconciling payroll records during year-end payroll activities.</li><li><strong>Improve Processes</strong>: Identify opportunities to streamline and improve payroll systems and processes for greater accuracy and efficiency.</li></ol>
<p>We are looking for a detail-oriented Accounting General Ledger Analyst to join our team on a contract basis in Watsonville, California. In this role, you will be responsible for managing general ledger activities, performing reconciliations, and ensuring accurate financial reporting. This position offers an opportunity to contribute to financial audits, regulatory filings, and process improvements while collaborating with various departments to support organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Execute monthly financial close processes, ensuring accurate reporting and timely submission of required documents.</p><p>• Prepare and review journal entries, accrual estimates, and balance sheet reserves using historical and budgeted data.</p><p>• Investigate and resolve variances by analyzing discrepancies and communicating findings.</p><p>• Handle regulatory filings, including sales and use tax, property tax, and beverage container tax programs.</p><p>• Support federal and state tax filings by sourcing and providing requested information to third-party tax preparers.</p><p>• Assist with annual financial audits by preparing schedules and sourcing required documents.</p><p>• Create and maintain schedules to support budgeting and planning processes.</p><p>• Research and analyze inquiries from other departments regarding cost center activities.</p><p>• Identify areas for process improvement and implement streamlined workflows.</p><p>• Perform special projects and other tasks as directed by finance management.</p>
<p>We have partnered up with an organization in the San Jose area who has an immediate need for a Part Time Payroll Accountant. </p><p> </p><p>What We're Expecting:</p><ul><li>Prepare and submit paper payroll checks for employees</li><li>Collect banking information for direct deposit setup and initiate deposits on paydays</li><li>Reconcile the general ledger regarding payroll transactions</li><li>Handle quarterly payroll reporting for multiple clients (we do <em>not</em> process periodic payroll; only quarterly reports and annual W-2s).</li><li>Maintain client books in QuickBooks.</li><li>Assist with closing books, including preparation for tax filings..</li><li>Manage payroll reporting for companies ranging from 20 to 100 employees.</li></ul><p> </p>
<p><strong>Job Description: Bookkeeper</strong></p><p>The Bookkeeper is tasked with recording and maintaining the organization’s financial transactions with accuracy and attention to detail. Responsibilities include managing account activity, reconciling ledgers, monitoring expenses, and preparing financial reports to support financial stability and adherence to accounting standards. This position is integral to daily financial operations and provides essential data to guide informed business decisions.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li>Maintain accurate records of day-to-day financial transactions, including invoices, payments, and receipts.</li><li>Reconcile bank statements and ledger accounts regularly to ensure accuracy and resolve discrepancies.</li><li>Handle accounts payable and accounts receivable, including processing invoices, issuing payments, and tracking receivables.</li><li>Process payroll for employees, including tracking hours, calculating wages, and managing payroll taxes (if applicable).</li><li>Prepare financial statements such as profit and loss statements, cash flow reports, and balance sheets to provide insights to management.</li><li>Ensure compliance with financial regulations and reporting requirements, including handling tax obligations.</li><li>Assist with budgeting by tracking expenses and reporting any variances or financial trends.</li><li>Maintain organized and easily accessible financial documentation for auditing purposes or management review.</li></ol>
Colleen McAuliffe from Robert Half is seeking a Sr. Accounts Payable Specialist for a South San Jose client. The role is 100% onsite and will require a all candidates required to undergo all candidates required to undergo drug screening including any and all Cannabis and THC related products. <br> Accounts Payable Responsibilities Oversee invoice processing activities for a high volume of 2-way / 3-way match and non-PO invoices, ensuring accuracy, proper authorization, coding, and adherence to internal controls. Manage vendor records, including tax documentation, maintenance of master data, and updates to supplier information. Coordinate periodic payment cycles (ACH, wires, checks), ensuring timely and compliant disbursements. Monitor and reconcile vendor accounts and statements, proactively resolving errors, variances, and escalated inquiries. Collaborate cross-functionally (e.g., procurement or purchasing teams) to improve invoice and payment workflows. Lead efforts to refine and automate AP processes to enhance efficiency and control. Assist with month-end activities, including accruals, reconciliations, and journal entries supporting financial close. Act as a resource for complex issues within accounts payable, offering guidance and direction to team members. Manage regulatory reporting requirements for supplier tax filings (e.g., 1099 compliance), ensuring timely and accurate submission. Expense & Travel Reimbursement Review, validate, and process employee travel and expense submissions in alignment with company policy. Prepare corporate and non-corporate card accruals and reconcile monthly credit card activity. Additional Responsibilities Provide audit support through documentation management, explanations, and process transparency to internal and external stakeholders. Contribute to AP knowledge sharing, operational improvement initiatives, and mentoring within the team to promote accuracy, effectiveness, and best practices.
<p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Financial Lead Planner</strong> to strengthen client relationships and deliver comprehensive financial planning and wealth management solutions. This position blends technical expertise, leadership, and exceptional client service. You’ll collaborate with senior advisors, mentor team members, and ensure clients receive personalized, high-quality advice tailored to their goals.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and retain long-term client relationships.</li><li>Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and cash flow analyses.</li><li>Provide objective, holistic advice on investment management, estate planning, tax strategies, and philanthropic initiatives.</li><li>Prepare for and lead client meetings; ensure timely follow-up and execution of action items.</li><li>Partner with internal teams and external advisors (CPAs, attorneys) to deliver integrated planning solutions.</li><li>Supervise and mentor associate planners, supporting their professional development.</li><li>Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards and firm policies.</li><li>Contribute to strategic committees and assist with business development initiatives.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Opportunity to lead client relationships and mentor future advisors.</li><li>Collaborative, values-driven culture focused on service excellence.</li><li>Competitive compensation, benefits, and clear growth pathways.</li></ul>
<p><strong>Jennifer Fukumae</strong> with Robert Half Finance and Accounting is seeking a <strong>Financial Planner</strong> to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management. This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul>
<p>We are looking for a skilled General Ledger (GL) Accountant to join our team in Salinas, California. In this role, you will manage various accounting operations, ensure the accuracy of financial records, and support organizational decision-making through detailed reporting and analysis. The ideal candidate will thrive in a collaborative environment and demonstrate a strong commitment to maintaining confidentiality and adhering to regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Process payroll transactions and reconcile payroll accounts on a monthly basis.</p><p>• Prepare and submit tax reports accurately and address payroll-related inquiries promptly.</p><p>• Manage accounts payable by processing and coding invoices related to payroll.</p><p>• Record and reconcile daily accounts receivable, deposits, and cash receipts.</p><p>• Process approved refunds for patients and insurance companies in compliance with organizational policies.</p><p>• Generate financial and statistical reports to assist leadership in strategic planning.</p><p>• Perform monthly bank reconciliations and ensure alignment with General Ledger accounts.</p><p>• Prepare General Ledger entries and departmental financial statements on a regular basis.</p><p>• Maintain accurate documentation and uphold confidentiality in line with organizational policies.</p><p>• Collaborate effectively with internal teams and external partners to support accounting functions.</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
<p>We are looking for a meticulous Payroll & AP Specialist to join our team in Salinas, California. In this role, you will oversee payroll processes while managing accounts payable tasks, ensuring accuracy and compliance with regulations. The position balances payroll responsibilities (75%) with accounts payable duties (25%) and is ideal for someone organized and skilled at handling multiple priorities.</p><p><br></p><p>Responsibilities:</p><p>• Process biweekly payroll for employees, ensuring accuracy and adherence to labor laws, tax regulations, and company policies.</p><p>• Maintain and update employee payroll records, including timesheets, direct deposit details, and tax documents.</p><p>• Stay informed on federal and state payroll laws, implementing necessary updates to ensure compliance.</p><p>• Generate and distribute detailed payroll reports, including overtime, deductions, and benefits summaries.</p><p>• Investigate and resolve payroll discrepancies, providing prompt and thorough support to employee inquiries.</p><p>• Manage payroll systems, troubleshoot technical issues, and propose efficiency improvements.</p><p>• Review, code, and process vendor invoices with accuracy, ensuring timely payments.</p><p>• Reconcile accounts payable ledger to ensure all transactions are accurately recorded and current.</p><p>• Audit employee expense reports for compliance and process reimbursements in line with company policies.</p><p><br></p><p><br></p>
