<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p>Natalie Lue, Robert Half is partnering with a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p><br></p><p><br></p>
<p><strong>Position Summary:</strong></p><p>Robert Half is partnering with a dynamic and growing organization to find an experienced Bookkeeper. The Bookkeeper is responsible for efficiently tracking and managing day-to-day financial transactions, ensuring all records are organized and accurate. This role supports the accounting department with critical information for budgeting and financial decision-making.</p><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p>Stable and well-established company is seeking an Accounting Manager to join their team. This position will manage and oversee accounting operations including AP, AR, Payroll, GL, Month-end Close. </p><p>Responsibilities:</p><p>• Oversee general ledger entries and ensure accuracy</p><p>• Manage the month-end closing process, ensuring timely completion</p><p>• Prepare and analyze financial statements</p><p>• Supervise and review accounts payable, accounts receivable, and payroll functions </p><p>• Conduct budget analyses to support financial decision-making</p><p>• Maintain and manage our Accounting Software Systems</p><p>• Ensure all accounting functions adhere to established standards and regulations</p><p>• Oversee the auditing process to ensure compliance and accuracy</p><p><br></p>
<p>We are looking for an experienced Senior Payroll Admin to oversee and manage payroll operations for a manufacturing company in Hayward, California. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee end-to-end payroll processing for all employees, ensuring accuracy and compliance with laws, regulations, and company policies</li><li>Administer and maintain payroll systems, ensuring data integrity and supporting system upgrades and enhancements</li><li>Prepare payroll-related journal entries, reconcile reports, and ensure balance accuracy</li><li>Partner with HR, Finance, and other departments to validate payroll data for hires, terminations, promotions, and salary adjustments</li><li>Investigate and resolve payroll discrepancies, ensuring timely and accurate resolution</li><li>Generate and review payroll reports, including tax filings, benefit deductions, and compliance reporting</li><li>Coordinate with third-party vendors to ensure accurate and timely transmission of payroll and benefits information</li><li>Respond to employee payroll inquiries, delivering clear communication and excellent support</li><li>Safeguard sensitive payroll data, maintaining confidentiality and compliance with security standards</li><li>Stay current on payroll regulations and implement necessary process updates</li><li>Support audits and prepare reports for internal and external stakeholders</li><li>Perform additional payroll-related duties as assigned</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION </strong></p><p><br></p><p><strong>PAYROLL DIRECTOR - Hybrid position, 2 days onsite</strong></p><p><br></p><p>Newly created Payroll Director position to lead the payroll department. Working closely with the CFO and HR Manager, this position will ensure accurate payroll processing, compliance with multi-state wage and hour laws, and seamless collaboration with internal teams such as finance and human resources. The ideal candidate will bring expertise in payroll systems, audit practices, and continuous process improvements to support the organization’s mission.</p><p><br></p><p>Responsibilities:</p><p>• Manage and supervise a payroll team responsible for processing semi-monthly payroll for over 1,000 employees.</p><p>• Ensure compliance with federal, state, and local tax and employment regulations, including wage and hour laws.</p><p>• Conduct internal audits of payroll processes, tax filings, and accruals to maintain accuracy and compliance.</p><p>• Oversee fiscal, governmental, workers' compensation, and benefits audits related to payroll.</p><p>• Develop and update standard operating procedures for payroll operations.</p><p>• Collaborate with leadership and staff to provide consultative support and ensure payroll practices align with organizational goals.</p><p>• Approve final payroll deliverables and provide backup payroll processing as needed.</p><p>• Lead continuous improvement initiatives to enhance payroll systems and processes.</p><p>• Train and mentor payroll team members to support their growth and development.</p><p>• Partner on system implementations and upgrades to ensure functionality meets organizational needs.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Senior Accountant</strong> at a privately held<strong> real estate investment firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a growing real estate investment firm with ~$1B AUM and several active funds. The team invests across opportunistic, value-add, transitional assets, high-yield debt, and long-term high-quality properties. Backed by institutions, family offices, and HNW investors, they move fast and deliver results.</p><p> </p><p>This is a chance to work closely with experienced leaders, gain hands-on exposure to fund and real estate operations, and grow in a collaborative, innovative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial analysis, valuations, and performance reporting</li><li>Review accounting, budgets, and property cash flows</li><li>Manage investor reporting, allocations, and waterfalls with fund administrators</li><li>Oversee capital calls, distributions, and carry calculations</li><li>Coordinate audits, tax filings, and compliance reporting</li><li>Collaborate with operating partners on property operations and compliance</li><li>Handle LP reporting and diligence requests</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a dedicated and detail-oriented Loan Servicing specialist to join our team in Sunnyvale, California. In this Contract to permanent role, you will focus on managing real estate loan servicing processes, ensuring compliance with regulations, and delivering exceptional customer support. This position offers an opportunity to contribute to the efficient administration of real estate loans while enhancing operational workflows.<br><br>Responsibilities:<br>• Oversee the daily servicing of real estate loans, including payment processing, account maintenance, and transaction adjustments.<br>• Coordinate loan payoffs and manage disbursements in a timely and accurate manner.<br>• Monitor escrow accounts to ensure proper handling of property tax payments, insurance premiums, and other disbursements.<br>• Track homeowner insurance policies, addressing lapses and ensuring timely updates.<br>• Respond promptly to member inquiries regarding loan balances, payment histories, and account changes.<br>• Assist members in resolving account issues, providing step-by-step guidance.<br>• Ensure compliance with federal, state, and internal regulations, as well as investor and insurer guidelines.<br>• Monitor delinquent accounts and support loss mitigation efforts as needed.<br>• Prepare detailed reports on loan performance, delinquency rates, and escrow account activities.<br>• Collaborate with the real estate team to identify process improvements and implement streamlined servicing protocols.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>ACCOUNTANT - PROPERTY ACCOUNTANT</strong></p><p><br></p><p>Well established full service real estate company is seeking a strong Accountant to join their property accounting department. This company offers stability, growth and great company culture.</p><p>Responsibilities:</p><p>-General ledger, month-end close of multiple entities/portfolios</p><p>-Prepare and review complex account reconciliation and journal entries</p><p>-Perform analytical review in support of the monthly close process.</p><p>-Prepare monthly analysis of account variances </p><p>-Prepare annual audit schedules</p><p><br></p>
<p>We are looking for an experienced Bookkeeper to join our client on a long-term contract basis in Pleasanton, California. This part-time position offers an opportunity to contribute to a small investment company with both domestic and international ventures. The role is ideal for individuals seeking a consistent schedule and the chance to work on-site alongside a dynamic team.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage accounts payable and accounts receivable processes, ensuring accuracy and timeliness.</p><p>• Perform frequent reconciliation of bank accounts and monitor balances to maintain financial stability.</p><p>• Prepare detailed accounting calculations and Excel worksheets to support cash flow reporting and other financial analyses.</p><p>• Assist with month-end close procedures, including journal entries and general ledger reconciliations.</p><p>• Conduct online research to support business operations and decision-making.</p><p>• Handle interactions with commercial property tenants, addressing inquiries and maintaining positive relationships.</p><p>• Oversee day-to-day office operations, ensuring smooth workflow and organization.</p><p>• Maintain accurate financial records using QuickBooks and other accounting tools.</p><p>• Provide administrative support to the President and in-house team as needed.</p><p>• Ensure compliance with company policies, procedures, and regulatory requirements.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Tax Planner </strong>at a <strong>Nationally recognized Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base.</p><p> </p><p>The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced <strong>Full Charge Bookkeeper</strong> to join our team in San Rafael, California. This role is integral to ensuring the smooth operation of both financial and administrative processes within the company. The ideal candidate will bring strong organizational skills, attention to detail, and the ability to manage multiple priorities effectively.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Streamline office procedures and implement workflows that enhance productivity and accountability.</p><p> • Manage full-cycle payroll, including tax reporting and regulatory compliance.</p><p> • Oversee accounts payable and receivable functions, ensuring accurate coding, timely processing, and proper approvals.</p><p> • Perform regular bank and credit card reconciliations; manage weekly deposits and cash flow tracking.</p><p> • Coordinate maintenance schedules, work orders, and team calendars to optimize field operations.</p><p> • Administer job costing and project coding for construction and maintenance projects, maintaining accurate financial tracking.</p><p> • Supervise monthly billing for maintenance services, ensuring accuracy, consistency, and proper documentation.</p><p> • Maintain vendor relationships and payment schedules to ensure timely disbursements.</p><p> • Serve as a point of contact for clients, providing responsive communication and efficient scheduling support.</p>
<p>We are looking for an experienced Senior Accountant to join our team in San Francisco, California. This role offers the opportunity to work closely with clients and senior leadership, managing complex tax strategies and financial processes. The ideal candidate will bring expertise in tax preparation, research, and planning, along with a commitment to accuracy and excellence. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Prepare and review various tax filings, including corporate, partnership, individual, trust, and estate income returns.</p><p>• Conduct in-depth research on tax regulations and financial practices to develop effective strategies.</p><p>• Collaborate directly with clients to address tax-related concerns and implement solutions.</p><p>• Develop and execute tax projections and strategies, ensuring compliance with quarterly tax payments.</p><p>• Oversee and guide less experienced tax accountants, providing mentorship and training on best practices.</p><p>• Represent clients during audits, working in partnership with senior leadership.</p><p>• Manage multiple client engagements simultaneously while maintaining high standards of quality.</p><p>• Identify potential tax issues and propose proactive measures to mitigate risks.</p><p>• Ensure the accuracy and completeness of all financial and tax documentation.</p><p>• Provide consulting services on accounting policies and procedures for diverse businesses.</p>
<p>Robert Half is in search for a Payroll Lead.</p><ul><li>Process and review bi-weekly payroll across all 50 states for K-1 partners and W-2 staff in a high-pressure environment.</li><li>Lead, mentor, and support a team of three payroll staff.</li><li>Manage payroll systems; identify and resolve processing discrepancies.</li><li>Generate payroll reports, reconcile data, and assist with audits.</li><li>Drive payroll process improvements and automation initiatives.</li><li>Oversee and validate new hires, pay changes, overtime, sick/PTO, and leave calculations.</li><li>Handle garnishments, levies, and child support deductions.</li><li>Review and approve termination and off-cycle paychecks.</li><li>Regularly assess and enhance payroll policies and procedures.</li><li>Ensure accurate data entry and adherence to firm policies.</li><li>Collaborate with the payroll provider to fix tax filing issues.</li><li>Maintain compliance with all payroll-related laws and regulations.</li><li>Review and approve ADP invoices and configure local payroll taxes.</li><li>Prepare general ledger interfaces, journal entries, and account reconciliations.</li><li>Partner with HR and Benefits on cross-functional processes.</li><li>Complete special projects and reports as directed by the Payroll Manager.</li></ul><p><br></p>
<p>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
<p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
<p>Robert Half Consulting is seeking a skilled <strong>Full-Charge Bookkeeper</strong> to support our clients with full-cycle accounting, reconciliations, and comprehensive account management. We’re looking for a dedicated professional with a strong grasp of GAAP, excellent communication abilities, and a proactive, solution-oriented mindset. If you thrive on attention to detail, enjoy solving complex challenges, and take pride in managing end-to-end bookkeeping, we want to connect with you!</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul>
<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>
<p>Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</p>
<p>e’re seeking an <strong>Accounts Payable Clerk</strong> to bring your AP expertise to new heights. In this full-time role, you’ll handle outgoing payments, process high-volume invoices, reconcile vendor accounts, and support accurate financial reporting—all while working with diverse clients across industries. This unique opportunity combines meaningful accounting work with the stability and benefits of permanent employment at Robert Half.</p><p><br></p><p><strong>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. </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>e’re seeking an <strong>Accounts Payable Clerk</strong> to bring your AP expertise to new heights. In this full-time role, you’ll handle outgoing payments, process high-volume invoices, reconcile vendor accounts, and support accurate financial reporting—all while working with diverse clients across industries. This unique opportunity combines meaningful accounting work with the stability and benefits of permanent employment at Robert Half.</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>We are looking for an experienced Senior Accountant to join our team in Oakland, California. This role is integral to ensuring the accuracy and efficiency of our financial operations, with a focus on maintaining compliance and supporting organizational goals.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage all accounting processes, including month-end close, prepaid expenses, journal entries, reconciliations, depreciation, fixed assets, and subsidiary ledgers.</li><li>Provide monthly P& L, balance sheet, and cash flow variance analysis.</li><li>Prepare deposits, bank transmittals, and revenue/balance sheet postings.</li><li>Support audits with required documentation and post adjustments.</li><li>Coordinate with business sites on reporting and compliance.</li><li>Assist with annual budget preparation.</li><li>Prepare Board Package reports, including operating and capital expenses.</li><li>Reconcile balance sheet accounts monthly; verify revenue and expenses.</li><li>Develop financial projections and reports for committees.</li><li>Provide financial data to stakeholders.</li><li>Create and maintain A/R procedures to ensure compliance and efficiency.</li><li>Attend meetings and assist with projects.</li><li>Recommend process improvements.</li><li>Maintain and update chart of accounts.</li><li>Ensure confidentiality of company records.</li><li>Follow policies, procedures, and training requirements.</li><li>Adhere to safety protocols.</li><li>Maintain professionalism and responsiveness to all customer groups.</li></ul>
<p>Billing Manager (Higher Education)</p><p><br></p><p>Natalie Lue with Robert Half if seeking an experienced and detail-oriented Billing Manager to oversee the day-to-day student billing and account management operations in a higher education environment. This role is responsible for ensuring tuition, fees, and other charges are accurately and promptly billed, maintaining student financial account records, and providing exceptional customer service to students and their families. The focus of this position is primarily transactional, centered on billing cycles, account updates, and compliance, with some involvement in system administration or policy development</p><p><br></p><p>Key Responsibilities:</p><ul><li>Generate and distribute tuition and fee bills each term.</li><li>Post charges, adjustments, payments, and credits to student accounts.</li><li>Administer student payment plans and monitor compliance.</li><li>Process refunds in accordance with Title IV and institutional requirements.</li><li>Respond to inquiries from students and families regarding billing, balances, and payment options.</li><li>Provide reminders for upcoming due dates and assist with past-due account follow-up.</li><li>Collaborate with Financial Aid and Registrar teams to ensure account accuracy.</li><li>Assist with reconciliations between student accounts, the general ledger, and the financial aid office.</li><li>Maintain current knowledge of billing policies and procedures specific to higher education.</li><li>Prepare routine reports, including aging, balances, and payment plan statuses.</li><li>Perform other duties as assigned.</li></ul><p><br></p><p>This role offers a great opportunity for professionals with strong accounts receivable experience, and a dedication to accuracy and customer service. Join a close-knit team and help make a positive impact in higher education operations.</p><p><br></p><p>Apply now if you’re ready to bring your expertise in billing management to a rewarding role in higher education!</p><p><br></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><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a<strong> Client Service Accounting Associate</strong> for a <strong>family office</strong>. This is a full-time, permanent role based in San Francisco with a hybrid schedule.</p><p> </p><p>Join a firm that provides comprehensive services, including investment management, financial planning, tax support, and philanthropic services while building long-term client relationships. This role offers a collaborative environment with mentorship and growth opportunities, excellent benefits such as full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You will also have access to paid courses and certifications and the chance to work on high-impact projects.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage accounts payable, coding, approvals, and high-volume payments</li><li>Handle monthly reconciliations, month-end close, and client reporting</li><li>Collaborate with vendors and estate managers to ensure smooth operations</li><li>Support quarterly accounting, cash flow analysis, trial balances, and investor reporting</li><li>Assist with philanthropic payments, budgeting, forecasting, and process improvements</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
