<p>We are looking for a skilled Tax Manager to join our team in Santa Rosa, California. This position offers an excellent opportunity for career growth and leadership development within our tax department. The ideal candidate will possess a strong background in tax preparation, compliance, and consulting, coupled with exceptional communication and mentorship abilities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review comprehensive tax returns for individuals, businesses, non-profits, trusts, and estates.</p><p>• Build and maintain strong client relationships while delivering outstanding tax-related services.</p><p>• Provide clients with strategic tax planning and consulting advice on estate matters, business strategies, and compliance issues.</p><p>• Analyze and resolve complex tax challenges, offering innovative solutions.</p><p>• Manage client expectations effectively to ensure satisfaction and trust.</p><p>• Utilize advanced computer skills and maintain proficiency in relevant tax software.</p><p>• Identify opportunities to expand service offerings and grow client portfolios.</p><p>• Develop new client relationships through effective networking and referrals.</p><p>• Stay informed on current tax regulations and industry standards through ongoing education and training.</p>
<p>The Accounts Receivable Specialist with NetSuite experience is responsible for managing the full accounts receivable cycle, including invoice generation, payment processing, cash application, collections, and reconciliations using NetSuite. This role ensures timely and accurate processing of customer payments and works closely with cross-functional teams to resolve discrepancies, maintain documentation, and support month-end close processes. The AR Specialist also leverages NetSuite’s automation features to optimize AR workflows and reporting.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and distribute invoices via NetSuite, ensuring accuracy and timely delivery</li><li>Apply payments, reconcile customer accounts, and manage the AR aging report</li><li>Follow up with customers regarding outstanding balances and resolve payment issues</li><li>Collaborate with internal teams to address billing inquiries, disputes, and adjustments</li><li>Support month-end close activities related to accounts receivable</li><li>Maintain accurate records and documentation in line with company and audit standards</li><li>Recommend and implement process improvements using NetSuite functionality</li></ul>
<p>We are looking for a highly skilled Full Charge Bookkeeper/Accountant to join our clients team in Concord, California. In this Contract to permanent position, you will play a critical part in managing financial operations, ensuring compliance, and maintaining accurate records for the organization. This position offers the opportunity to contribute to meaningful financial processes while collaborating across departments.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Maintain accurate general ledger records and reconcile bank statements to ensure financial data integrity.</p><p>• Process transactions such as donations, grants, membership dues, and operational expenses, ensuring timely deposits and payments.</p><p>• Oversee payroll activities, including benefits administration and tax filings, in coordination with HR.</p><p>• Assist in budget preparation and provide detailed reports on variances between actuals and projections.</p><p>• Track and monitor both restricted and unrestricted funds, ensuring compliance with grant agreements and funding requirements.</p><p>• Prepare financial reports including trial balances, balance sheets, income statements, and cash flow statements, while supporting audit preparation.</p><p>• Collaborate with external accountants for tax filings, audits, and compliance with nonprofit regulations.</p><p>• Maintain donor and vendor records, handle acknowledgments, and coordinate correspondence to strengthen relationships.</p><p>• Ensure accurate documentation of assets, liabilities, volunteer hours, and insurance records in line with organizational policies.</p>
<p>Join our team as an Accounts Payable Specialist in Robert Half’s Full-Time Engagement Professionals (FTEP) program and enjoy the stability of permanent employment paired with engaging, varied assignments. In this full-time role, you’ll process high-volume invoices, manage outgoing payments, reconcile vendor accounts, and support accurate financial reporting for a range of clients across industries. Build your AP expertise while making a meaningful impact through your work with our clients.</p><p><br></p><p><strong>For more information, please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </strong></p><p><br></p><p>Job Duties:</p><ul><li>Process and verify invoices for accuracy and proper authorization</li><li>Match purchase orders, receipts, and invoices</li><li>Ensure timely and accurate payment of vendor bills</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain organized and up-to-date financial records</li><li>Assist with month-end closing and reporting</li><li>Communicate with vendors regarding payment status or issues</li><li>Prepare and process electronic transfers and payments</li><li>Support audits by providing necessary documentation</li><li>Follow internal controls and company policies for AP procedures</li></ul>
<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>Accounting Manager</strong></p><p>Are you an experienced accounting professional looking to take ownership of critical financial operations in a dynamic environment? We’re seeking an <strong>Accounting Manager</strong> to lead management company accounting and drive process improvements for a growing, innovative organization.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Play a key role in shaping and evolving the accounting function.</li><li>Join a collaborative, high-performing finance team that values integrity and professional growth.</li><li>Work in a hybrid model with competitive compensation and benefits.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare quarterly and annual financial statements with accuracy and rigor.</li><li>Manage cash operations, payments, distributions, and general ledger for the management company.</li><li>Oversee accounts payable, payroll, and 401(k) administration.</li><li>Partner with tax and compliance teams to ensure smooth filings and processes.</li><li>Drive budgeting, forecasting, and process improvements, including automation and system enhancements.</li><li>Strengthen internal controls and support fund accounting operations.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary and annual bonus.</li><li>Comprehensive health, life, and disability coverage.</li><li>Attractive 401(k) plan.</li><li>Hybrid work flexibility.</li><li>Supportive team culture with opportunities for growth.</li></ul>
<p>Join our team as an Accounts Payable Clerk in Robert Half’s Full-Time Engagement Professionals (FTEP) program and enjoy the stability of permanent employment paired with engaging, varied assignments. In this full-time role, you’ll process high-volume invoices, manage outgoing payments, reconcile vendor accounts, and support accurate financial reporting for a range of clients across industries. Build your AP expertise while making a meaningful impact through your work with our clients.</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>Job Duties:</p><ul><li>Process and verify invoices for accuracy and proper authorization</li><li>Match purchase orders, receipts, and invoices</li><li>Ensure timely and accurate payment of vendor bills</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain organized and up-to-date financial records</li><li>Assist with month-end closing and reporting</li><li>Communicate with vendors regarding payment status or issues</li><li>Prepare and process electronic transfers and payments</li><li>Support audits by providing necessary documentation</li><li>Follow internal controls and company policies for AP procedures</li></ul>
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect</strong></p><p><br></p><p><strong>Fund Manager</strong></p><p><strong>About the Firm</strong></p><p>Join a growing investment firm with a niche focus on alternative and non-correlated asset classes. Our team invests in strategies beyond traditional private equity, including litigation finance, specialty agriculture, water rights, media finance, international arbitration, and other differentiated real-asset and intangible opportunities.</p><p><br></p><p>With approximately <strong>$1.5B in AUM</strong> and a collaborative, tight-knit culture, we’re scaling rapidly and preparing for additional fundraises. We manage both funds and underlying portfolios, offering exceptional exposure to unique deal types, investment structures, and hands-on asset management.</p><p><br></p><p><strong>The Role</strong></p><p>As <strong>a Fund Manager</strong>, you’ll play a critical role in fund operations, financial reporting, cash management, and investor support across multiple private equity vehicles. This position is perfect for someone who thrives on variety, enjoys complex transactions, and seeks growth within a small, highly collaborative team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and GP general ledgers, including expenses, accruals, intercompany activity, investment entries, and partner allocations.</li><li>Prepare quarterly and annual financial statements.</li><li>Coordinate audit and tax processes; liaise with external auditors, tax advisors, and other service providers.</li><li>Monitor fund-level cash positions and liquidity needs.</li><li>Calculate, record, and process capital calls and distributions.</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li><strong>401(k)</strong> with <strong>6% firm contribution</strong> (not a match).</li><li>Generous bonus potential.</li><li>100% employer-covered benefits.</li><li>Flexible time-off policy (typically ~3 weeks, subject to manager approval).</li></ul>
<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>Accounting Manager – Growing Investment Platform</strong></p><p><br></p><p>We’re hiring an <strong>Accounting Manager</strong> to own a blend of <strong>management company</strong> and <strong>fund accounting</strong> (approximately 50/50). You’ll report to the Head of Finance and serve as the captain of your function—driving accuracy, improving processes, and partnering across a collaborative, fast-paced team.</p><p><br></p><p><strong>Why this role stands out</strong></p><ul><li>Shape the finance backbone across multiple investment vehicles (prior vintages include both holding-company and traditional fund structures; future funds planned).</li><li>Work directly with a seasoned finance leader; high trust, low handholding, real ownership.</li><li>Partner with a top-tier fund administrator and an outsourced consulting/Fractional CFO resource for comprehensive coverage and rigor.</li><li>Exposure to complex, non-traditional transactions (e.g., control deals, spin‑offs, restructurings) that deepen your technical chops and broaden your impact.</li></ul><p><strong>What you’ll do</strong></p><ul><li>Run monthly/quarterly close for management company and funds; maintain strong internal controls and reporting cadence.</li><li>Oversee capital activity, allocations, distributions, and investment transaction recording; prepare NAV and investor packages in coordination with administrators.</li><li>Drive process/system improvements across AP/AR, GL, and reporting workflows; help evaluate and implement tooling.</li><li>Support audits, tax, and compliance; collaborate with external advisors to ensure accuracy and timeliness.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Investor Services | Private Equity | San Francisco| Hybrid</strong></p><p> </p><p>Our client is a well-established private equity firm, partnering with leading companies across industries. The firm values collaboration, innovation, and high performers who make a tangible impact.</p><p> </p><p>Join a dynamic investor services team supporting a hands-on manager. Competitive pay, excellent benefits, and opportunities to improve processes and work across teams make this a high-impact role in a growing environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and distribute investor reporting packages</li><li>Manage capital calls, distributions, and investor communications</li><li>Maintain investor data and support onboarding for new funds and investors</li><li>Collaborate with Finance, Investor Relations, and external consultants</li><li>Assist with compliance, tax, and investor documentation</li><li>Identify and implement process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Fund Accountant / Fund Manager</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A growing, niche‑focused investment firm specializing in alternative and non‑correlated asset classes. The team invests in areas that sit outside traditional private equity categories—such as litigation finance, specialty agriculture, water rights, media finance, international arbitration, and other differentiated real‑asset and intangible strategies. With a tight‑knit culture and approximately $1.5B in AUM, the firm continues to scale and prepare for additional fundraises.</p><p>They manage both the funds and the underlying portfolios, offering exceptional exposure to unique deal types, investment structures, and hands‑on asset management.</p><p><br></p><p><strong>The Role</strong></p><p>The Senior Fund Accountant / Fund Manager will play a key role in fund operations, financial reporting, cash management, and investor support across multiple private equity vehicles. This role is ideal for someone who enjoys variety, complex transactions, and the opportunity to grow within a small, highly collaborative team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and GP general ledgers, including expenses, accruals, intercompany activity, investment entries, and partner allocations.</li><li>Prepare quarterly and annual financial statements.</li><li>Coordinate audit and tax processes; liaise with external auditors, tax advisors, and other service providers.</li><li>Monitor fund‑level cash positions and liquidity needs.</li><li>Calculate, record, and process capital calls and distributions.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>401(k) with <strong>6% firm contribution</strong> (not a match).</li><li>Generous bonus potential.</li><li><strong>100% employer‑covered benefits.</strong></li><li>Flexible time‑off policy (generally ~3 weeks, subject to manager approval).</li></ul>
<p>We are looking for a highly skilled Senior Accountant to join our team in Santa Clara, California. This is a long-term contract position offering the opportunity to contribute to complex financial operations involving gifts and endowment accounting. The ideal candidate will excel in handling detailed tasks, be proficient in advanced Excel functions, and demonstrate the ability to work independently in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage gifts and contribution accounting activities, ensuring accuracy and compliance with established guidelines.</p><p>• Prepare and analyze financial reports related to endowments and funds.</p><p>• Collaborate with external auditors to provide necessary documentation and support during audits.</p><p>• Utilize advanced Excel skills, to complete detailed worksheets.</p><p>• Maintain general ledger accounts and reconcile discrepancies.</p><p>• Ensure timely and accurate completion of accounting tasks with minimal supervision.</p><p>• Apply expertise in fund accounting to handle large and intricate financial structures.</p><p>• Ask probing questions and proactively address challenges to deliver high-quality results.</p><p>• Work within the Workday system to manage financial data and processes efficiently.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager| Private Equity | Menlo Park| Hybrid | $base + Bonus + Equity</strong></p><p> </p><p>Join a fast-moving, mission-driven private equity team shaping the future. This is your chance to make a real impact, work on diverse funds, and grow your career in a collaborative, high-performing environment.</p><p> </p><p>This role offers bonus potential, possible equity participation, and the opportunity to work closely with a talented finance team on both operational and strategic initiatives. The firm values professional growth, teamwork, and integrity, giving you the space to take ownership of meaningful work.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund administrators for accounting and investor reporting</li><li>Lead fund reporting, audits, and regulatory filings</li><li>Review complex equity accounting and analyses</li><li>Support financial planning and analysis across multiple funds</li><li>Manage capital calls, distributions, income allocation, fee/expense calculations, and cash forecasting</li><li>Partner with Treasury on funding, collections, fair value, and payment allocations</li><li>Maintain processes for investment cost measurement, royalty income recognition, and cost relief</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Colleen McAuliffe is seeking an experienced Senior Accountant to join our team in San Jose, California. In this role, you will leverage your expertise to oversee accounting operations, ensure compliance with industry standards, and contribute to the financial integrity of our organization. This position is ideal for an individual with a strong background in construction accounting and a proactive approach to managing complex financial tasks.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze monthly journal entries, account reconciliations, and financial reports to ensure accuracy.</p><p>• Lead month-end and year-end closing processes, delivering timely and precise financial statements.</p><p>• Maintain and reconcile general ledger accounts, with a focus on construction job cost accounting.</p><p>• Manage accounts payable, accounts receivable, and payroll processes, ensuring operational accuracy.</p><p>• Collaborate closely with project managers to track job costing, work-in-progress schedules, and conduct variance analyses.</p><p>• Support budgeting and forecasting initiatives, providing critical financial insights.</p><p>• Ensure adherence to industry standards and internal controls to maintain regulatory compliance.</p><p>• Assist in preparing documentation and schedules for internal and external audits.</p><p>• Drive process improvements to enhance efficiency and accuracy across accounting functions.</p><p>• Provide mentorship and guidance to entry-level accounting staff to foster team development.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Management Company Lead | Leading Venture Capital Firm | Palo Alto | Hybrid | $180-250k Base + Bonus + Top Perks</strong></p><p> </p><p>Join a lean, high-performing team that’s redefining how corporate finance and accounting operate within the venture capital space. This is a hands-on leadership role for someone who thrives on building smarter systems, optimizing workflows, and driving meaningful change.</p><p> </p><p>You will lead the evolution of a QuickBooks and Google Sheets-based accounting and FP& A function into the future, implementing stronger systems, smarter processes, and scalable solutions that keep pace with a top-performing VC firm.</p><p>If you’re someone who asks, <em>“How can we make this better?”</em> and actually delivers results, this is your kind of role.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee day-to-day financial operations, including GL management, AP, financial reporting, budgeting, and forecasting.</li><li>Lead or partner on major accounting system implementations and automation projects.</li><li>Identify and execute process improvements, from outsourcing opportunities to efficiency gains across entities.</li><li>Prepare consolidated management company budgets, track variances, and support strategic planning.</li><li>Collaborate cross-functionally to align financial processes with business goals.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a dedicated Property Accountant to join our team on a long-term, part-time contract basis in San Francisco, California. In this role, you will manage accounting tasks for a diverse portfolio that includes residential, medical buildings, and shopping centers. The ideal candidate will possess strong expertise in property accounting and compliance, ensuring accurate bookkeeping and financial documentation.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting operations, including rent payment processing and expense tracking.</p><p>• Maintain accurate records of account reconciliations and cash flow activities.</p><p>• Ensure compliance with financial regulations and standards across all managed properties.</p><p>• Perform month-end close procedures and prepare financial statements.</p><p>• Utilize accounting software like QuickBooks, Intuit, and Appfolio to manage financial data.</p><p>• Analyze and update books annually to ensure accuracy and alignment with current standards.</p><p>• Collaborate with team members to handle construction-related accounting tasks and tenant improvements.</p><p>• Manage general ledger entries and accrual accounting processes.</p><p>• Provide detailed reports on financial performance for each property in the portfolio.</p>
<p><strong>Lead Advisor – Wealth Management</strong></p><p><br></p><p><strong>About Us</strong></p><p>We are a growing wealth management firm dedicated to helping successful individuals, families, and businesses achieve clarity and confidence in their financial future. With approximately $600M in assets under management and an average client size of $1.5M, we deliver more than incremental returns — we provide a holistic, strategic approach to wealth planning.</p><p><br></p><p><strong>The Role</strong></p><p>As a <strong>Lead Advisor</strong>, you’ll play a key role in supporting senior advisors and managing client relationships. This position requires strong financial planning knowledge, excellent communication skills, and the ability to thrive in a dynamic environment. You’ll act as a strategic partner, manage projects, and help deliver tailored financial plans and investment strategies.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a high-level project manager and client liaison</li><li>Build customized financial plans and investment strategies</li><li>Participate in client meetings and manage follow-up actions</li><li>Oversee client onboarding and strengthen relationships</li><li>Manage CRM, client communications, and operational workflow</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Exposure to all aspects of wealth management</li><li>Opportunity for future direct client engagement</li><li>Support for FINRA exams and CFP certification</li><li>Collaborative team culture and work-life balance</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Financial Planner | Boutique Wealth Management Firm | San Francisco | Hybrid - Mostly Remote | $Base + Bonus</strong></p><p> </p><p>The firm serves high-net-worth clients, including executives, entrepreneurs, and professionals. The firm delivers tailored, results-driven strategies that go beyond traditional investing, helping clients focus on what matters most.</p><p> </p><p>This role offers hands-on experience with complex financial planning, close mentorship from an experienced advisor, and clear growth opportunities. Compensation includes bonuses, profit sharing, 401(k) matching, and health benefits in a collaborative, intellectually engaging environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare financial analyses covering retirement, estate, education, and equity compensation.</li><li>Conduct risk and performance reviews to support client plans.</li><li>Analyze unique client scenarios and recommend strategic solutions.</li><li>Prepare meeting materials, research portfolios, and monitor client financials.</li><li>Assist with projections and complex planning projects.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Colleen McAuliffe from Robert Half is looking for a detail-oriented Project Accountant to join our client's team in San Jose, California. In this role, you will manage essential accounting tasks, including accounts payable, accounts receivable, and maintaining accurate financial records. The ideal candidate will have a strong background in accounting processes and a commitment to delivering high-quality results.</p><p><br></p><p>Responsibilities:</p><p>• Process and manage accounts payable transactions, ensuring accuracy and timely payments.</p><p>• Handle accounts receivable operations, including invoicing and monitoring outstanding balances.</p><p>• Perform regular bank reconciliations to verify financial records against bank statements.</p><p>• Prepare and post journal entries to maintain accurate general ledger records.</p><p>• Collaborate on construction accounting tasks, ensuring compliance with industry standards.</p><p>• Assist in month-end and year-end closing procedures to finalize financial statements.</p><p>• Analyze financial data and provide insights to support decision-making processes.</p><p>• Ensure compliance with accounting regulations and company policies.</p><p>• Organize and maintain financial documents for audits and reporting purposes</p>
<p>We are looking for a Senior Accountant to join our team in Napa, California. This role offers an opportunity to contribute to the financial health and accuracy of a dynamic wine organization. The ideal candidate will bring strong accounting expertise, attention to detail, and a proactive approach to managing financial records and processes.</p><p><br></p><p>Responsibilities:</p><p>• Perform account reconciliations to ensure accuracy and compliance with financial policies.</p><p>• Oversee balance sheet reconciliations and address discrepancies promptly.</p><p>• Conduct bank reconciliations and maintain accurate records of transactions.</p><p>• Manage the general ledger and ensure entries are properly recorded.</p><p>• Prepare and post journal entries to support month-end and year-end closing processes.</p><p>• Collaborate with team members to complete month-end close procedures efficiently.</p><p>• Utilize NetSuite and other accounting software to manage financial data effectively.</p><p>• Analyze financial statements and provide insights to support decision-making.</p><p>• Develop and implement process improvements for accounting tasks.</p><p>• Assist in audits and ensure adherence to regulatory requirements.</p>
<p>We are technology startup looking for a detail-oriented Accounts Payable Specialist to join our team in San Francisco, California. In this role, you will be responsible for managing financial transactions, maintaining accurate account records, and ensuring the timely processing of payments. This position offers an excellent opportunity for individuals skilled in bookkeeping and payment handling to contribute to the financial operations of the company.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage AP inbox, process invoices, and ensure timely payments through Brex.</li><li>Maintain accurate vendor setup and records.</li><li>Prepare and file 1099s in Brex and the ERP system.</li><li>Support month-end close with AP reconciliations and accruals.</li><li>Document workflows, improve processes, and support automation.</li><li>Partner on Brex–ERP integration and implementation.</li><li>Collaborate with finance leadership to support spend controls and compliance.</li></ul>
<p>We are looking for a highly skilled Full Charge Bookkeeper to join our team on a contract-to-permanent basis in Walnut Creek, California. This position offers an exciting opportunity to manage financial operations for a growing medical practice. The ideal candidate will be thorough, reliable, and adaptable to the dynamic needs of a busy office environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee financial reporting for two office locations, ensuring accuracy and timeliness.</p><p>• Manage accounts payable, accounts receivable, and bank reconciliations using Quicken software.</p><p>• Process payroll for 28 hourly employees, including 401(k) contributions.</p><p>• Assist with administrative tasks, such as back-office support and training medical assistants.</p><p>• Handle office equipment maintenance, including troubleshooting issues with specialized devices.</p><p>• Coordinate deliveries and ensure flexibility to meet scheduling demands.</p><p>• Provide accurate and reliable bookkeeping services while maintaining confidentiality and trust.</p><p>• Collaborate with the owner and other team members to streamline financial processes.</p><p>• Support ongoing training initiatives to improve administrative workflows.</p><p>• Adapt to changing priorities and maintain composure under pressure.</p>
We are looking for a detail-oriented Staff Accountant to join our team in Lathrop, California. This role requires expertise in accounting practices, particularly within the farming and vineyard industry. The ideal candidate will possess strong analytical skills and a deep understanding of financial reporting and compliance.<br><br>Responsibilities:<br>• Process and code invoices accurately, ensuring proper categorization within financial systems.<br>• Manage accounting for vineyard operations, including the capitalization of vines for harvest and finished goods.<br>• Prepare and review corporate tax returns and sales tax filings in compliance with regulations.<br>• Record journal entries and maintain the integrity of the general ledger.<br>• Conduct regular reconciliations to ensure financial accuracy and resolve discrepancies.<br>• Collaborate with internal teams to provide financial insights and support decision-making.<br>• Monitor and maintain compliance with industry-specific accounting standards.<br>• Assist in preparing financial reports and supporting documentation for audits.<br>• Ensure timely and accurate reporting of all financial transactions.
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Senior Advice Strategist (CFP® or Series 65)</strong></p><p><strong>About the Role</strong></p><p>Join a client-focused advisory team delivering sophisticated, integrated financial plans across tax, estate, insurance, and investments. In this role, you’ll work closely with advisors and cross-functional partners to design strategies, present recommendations, and ensure an exceptional, high-touch client experience in a fast-paced, growth-oriented environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Collaborate with advisors to deliver client-facing advice and planning materials</li><li>Lead development of complex financial plans (cash flow, tax, insurance, estate)</li><li>Present strategies and recommendations to clients alongside advisors</li><li>Optimize planning software and workflows for efficiency</li></ul><p><strong>Why This Opportunity</strong></p><ul><li><strong>People-first culture</strong> with robust training and career development</li><li><strong>Boutique, high-touch experience</strong> supported by strong resources and clear leadership vision</li><li><strong>Expanding West/Midwest footprint</strong> with opportunities to make a meaningful impact</li></ul><p><br></p>
<p>Become an Accounts Payable Specialist with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</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>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· Follow internal controls and company policies for AP procedures</p>
<p>Robert Half’s Full-Time Engagement Professionals (FTEP) team is seeking a Full Charge Bookkeeper with strong GAAP knowledge, excellent communication skills, and a proactive, solution-oriented approach. In this full-time role, you’ll have the opportunity to manage accounts, reconcile balances, and deliver effective solutions across diverse client projects. If you’re ready to make an impact as part of our FTEP team, apply today.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>· Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</p><p>· Manage the general ledger, reconcile accounts, and maintain accurate financial records.</p><p>· Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</p><p>· Assist with budgeting, forecasting, and other financial planning activities.</p><p>· Manage month-end and year-end close processes efficiently and on time.</p><p>· Ensure compliance with accounting policies, tax regulations, and internal controls.</p><p>· Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</p><p>· Implement best practices to streamline and enhance financial processes.</p><p>· Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</p><p><br></p>
