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65 results for Tax Preparer in Rancho Santa Fe Ca

Tax Preparer <p>Are you an experienced Tax Preparer with exceptional attention to detail and strong organizational skills? Robert Half is seeking a knowledgeable and client-focused professional to assist one of our clients with preparing and filing accurate tax returns. This role is perfect for individuals who thrive on solving tax-related challenges while providing excellent service to clients.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and file individual, corporate, partnership, and/or other tax returns in compliance with federal, state, and local regulations.</li><li>Assist clients in gathering necessary financial documentation and information required for tax preparation.</li><li>Analyze financial records, income statements, and other financial documentation to identify potential deductions, credits, and liabilities.</li><li>Maintain awareness of tax laws and updates, ensuring compliance and reducing client tax liability where applicable.</li><li>Address and resolve client tax-related questions or concerns in a clear and professional manner.</li><li>Collaborate with clients or internal teams to meet tax filing deadlines.</li><li>Assist with tax planning and provide recommendations to maximize tax benefits.</li><li>Maintain organized and confidential client records for audit or future reference.</li></ul><p><br></p> Tax Accountant <p>A reputable firm in <strong>Fallbrook</strong> is seeking a detail-oriented and experienced <strong>Tax Accountant</strong> to join their team. In this role, you will manage a variety of tax-related responsibilities, including preparing returns, providing strategic tax planning advice, and ensuring compliance with federal and state regulations. This opportunity is ideal for a tax professional with strong analytical skills and the ability to work independently and collaboratively within a team.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Prepare individual, corporate, partnership, and trust tax returns in compliance with applicable laws.</li><li>Analyze financial records and provide tax strategies to minimize liabilities while ensuring compliance.</li><li>Stay up-to-date on tax regulations and make recommendations regarding changes that could impact clients or the firm.</li><li>Respond to client inquiries and provide accurate, professional advice regarding tax-related matters.</li><li>Assist with audits by gathering financial data and preparing documentation as needed.</li><li>Provide tax forecasting and planning services to help clients achieve financial goals.</li><li>Collaborate with internal stakeholders and maintain strong client relationships.</li></ul> Bookkeeper <p>A growing business in <strong>Valley Center</strong> is looking for a reliable <strong>Bookkeeper</strong> to support their accounting needs. The ideal candidate is someone who thrives in a hands-on role and excels at maintaining accurate financial records, managing day-to-day bookkeeping tasks, and ensuring timely reporting. If you’re detail-oriented with a passion for numbers, this role is for you!</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Process accounts payable and receivable, ensuring timely payments and deposits.</li><li>Reconcile bank statements and monitor cash flow activities.</li><li>Maintain general ledger accounts and prepare accurate financial reports.</li><li>Track payroll information and collaborate with external payroll providers when necessary.</li><li>Manage data entry for daily transactions and maintain organized financial records.</li><li>Assist with end-of-month and end-of-year financial close processes.</li><li>Provide support to CPA or external accounting firms during tax preparation.</li></ul><p><br></p> Bookkeeper <p>We are looking for a highly organized and detail-oriented <strong>Bookkeeper</strong> to join our client's team. The ideal candidate will be responsible for maintaining accurate financial records, handling day-to-day accounting tasks, and ensuring the smooth operation of the company’s financial processes. If you thrive in an environment that values precision and have a passion for numbers, we encourage you to apply.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Record and maintain accurate financial transactions, including income, expenses, and other general ledger entries.</li><li>Reconcile bank and credit card statements on a regular basis to ensure accuracy.</li><li>Process accounts receivable and accounts payable transactions, including invoicing and payment processing.</li><li>Prepare financial reports, such as profit and loss statements, balance sheets, and cash flow statements, for internal use.</li><li>Monitor budgets and track financial progress to ensure alignment with company goals.</li><li>Assist with payroll processing and related reporting tasks, as needed.</li><li>Liaise with external accountants for tax preparation, audits, and year-end processes.</li><li>Maintain organized financial records and documentation for internal and external audits.</li><li>Ensure compliance with financial regulations and company policies.</li></ul><p><br></p> Tax Manager A well-known Robert Half Management Resources client is seeking an experienced Interim Tax Manager Consultant to direct our indirect tax function. This role involves filing sales & use taxes, personal property taxes, and miscellaneous local taxes across all jurisdictions.<br><br>Key Responsibilities:<br><br>Leading state and local income and indirect tax audits and related controversy.<br>Assisting in the preparation of year-end tax provision and related footnote disclosures.<br>Analyzing implications of changes in federal and state tax laws and implementing necessary changes.<br>Developing and implementing state and local tax planning strategies in conjunction with the AVP – Tax.<br>Assisting in the collaborative review of externally prepared tax return packages, estimated payments, and return to provision analysis.<br>Managing relationships with advisors, consultants, and auditors.<br>Researching and documenting positions taken on complex tax issues and strategies for managing liabilities and risks.<br>Spearheading process improvement initiatives within the tax function to ensure timely reporting and filing.<br>Owning special strategic tax projects and other duties as assigned.<br>Creating and maintaining a positive work environment even in times of pressure.<br>Requirements:<br><br>Proven experience in tax management, ideally within a consultancy environment.<br>Strong understanding of federal, state, and local tax laws.<br>Exceptional organization, communication, and leadership skills.<br>Ability to work well under pressure and meet deadlines.<br>Excellent problem-solving abilities and attention to detail. Payroll Specialist <p>Our client is seeking a highly organized and detail-oriented Payroll Specialist to join their accounting team. The Payroll Specialist will be responsible for processing payroll accurately, ensuring compliance with federal and state payroll regulations, and maintaining meticulous payroll records. This role is perfect for a payroll professional with a strong understanding of payroll systems, processes, and regulations who thrives in a dynamic and fast-paced environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Process bi-weekly or weekly payroll </li><li>Verify timecards, timesheets, or other employee data for accuracy and resolve discrepancies.</li><li>Maintain accurate payroll records, ensuring employee information is up to date in the payroll system.</li><li>Calculate wages, overtime, bonuses, commissions, and deductions (e.g., benefits, garnishments, taxes, etc.).</li><li>Ensure compliance with federal, state, and local payroll laws and regulations, including tax filings and reporting.</li><li>Process new employee onboarding and terminations, including final paychecks and benefits payouts.</li><li>Handle payroll adjustments such as corrections, reversals, and retroactive pay.</li><li>Generate and distribute detailed payroll reports for management and accounting teams as needed.</li><li>Reconcile payroll-related accounts, including benefits payments, 401(k) contributions, and tax deposits.</li><li>Respond to employee inquiries related to payroll, earnings, and deductions in a timely and professional manner.</li><li>Assist with audits, reviews, and year-end processes, including W-2 and 1099 preparation.</li></ul><p><br></p> Payroll Specialist <p>We are seeking a highly organized and detail-driven Payroll Specialist to manage and ensure the accuracy and timeliness of payroll processing for our client's organization. In this role, you will work closely with human resources, finance, and management teams to ensure compliance with federal, state, and local regulations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process bi-weekly, semi-monthly, or monthly payroll in an accurate and timely manner for all employees</li><li>Ensure proper calculations for hours worked, tax withholdings, deductions, and other payroll components such as overtime, bonuses, commissions, and reimbursements.</li><li>Maintain and update employee payroll records, including new hire information, terminations, pay rate changes, and other relevant data.</li><li>Prepare and file payroll-related taxes and ensure compliance with all federal, state, and local tax reporting and remittance requirements.</li><li>Respond to employee inquiries related to payroll, such as discrepancies, direct deposits, and benefits deductions, providing clear and accurate information.</li><li>Collaborate with human resources to ensure accurate tracking of employee information such as paid time off (PTO) balances, sick leave, and other benefits.</li><li>Perform regular audits of payroll data to ensure accuracy and resolve discrepancies promptly.</li><li>Generate payroll reports for management and finance, including benefits summaries, tax filings, and other documentation as requested.</li><li>Stay updated on payroll-related laws and regulations to ensure compliance and implement necessary updates in payroll procedures.</li><li>Support the preparation of annual W-2, W-4, and 1099 forms and other documentation as needed.</li></ul> Payroll Clerk <p>An esteemed organization in <strong>Rancho Santa Fe</strong> is searching for a motivated <strong>Payroll Clerk</strong> to handle payroll processing and administrative tasks within their team. This role is perfect for someone with exceptional organizational skills who enjoys a structured work environment. If you have hands-on payroll experience and excellent attention to detail, this is a great opportunity to join a professional and supportive team.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Accurately process payroll for salaried and hourly employees in a timely manner.</li><li>Maintain and audit employee records to ensure payroll compliance.</li><li>Track and calculate employee hours, overtime, and other pay adjustments.</li><li>Manage payroll-related tax withholdings and employer contributions.</li><li>Respond to employee inquiries regarding payroll, timecards, and benefits deductions.</li><li>Assist with year-end payroll reporting, including W-2 preparation.</li><li>Ensure compliance with local, state, and federal payroll laws.</li></ul> Sr. Accountant <p>Our client is seeking a Senior Accountant to join their team! This role is ideal for a driven accounting professional with solid skills in general ledger management, financial reporting, and compliance. The Senior Accountant will play a key role in ensuring accurate and timely financial processes while also contributing to strategic decision-making.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review journal entries, account reconciliations, and financial reports to ensure accuracy and alignment with GAAP standards.</li><li>Coordinate the monthly, quarterly, and annual closing processes.</li><li>Analyze financial data to identify variances, trends, and opportunities for improvement.</li><li>Manage fixed assets, depreciation schedules, and ROI calculations.</li><li>Collaborate cross-functionally with other departments to streamline financial workflows.</li><li>Support the preparation of annual budgets and forecasts.</li><li>Ensure compliance with internal controls and external regulations.</li><li>Assist in audits, including preparing necessary documentation and responding to inquiries.</li></ul> Bookkeeper <p>Do you have a passion for numbers and exceptional organizational skills? Our client is seeking a Bookkeeper to manage their day-to-day financial transactions and ensure accurate record-keeping. This role is an exciting opportunity for someone who thrives in a detail-oriented and fast-paced environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Maintain financial records by posting transactions, reconciling accounts, and ensuring accuracy in the general ledger </li><li>Manage accounts payable and receivable, including processing invoices, payments, and collections.</li><li>Compile financial reports, such as profit-and-loss statements, balance sheets, and month-end close processes.</li><li>Process payroll and ensure compliance with tax regulations and company policies.</li><li>Assist with budget preparation and expense tracking for management review.</li><li>Communicate with vendors, customers, and internal teams to resolve payment discrepancies.</li><li>Manage and maintain records of fixed assets and depreciation schedules.</li></ul> Staff Accountant <p>Our client, a dynamic and fast-growing technology company, is seeking a detail-oriented and proactive <strong>Staff Accountant</strong> to strengthen their accounting team. The Staff Accountant will play a critical role in supporting the company’s financial health by overseeing day-to-day accounting transactions, ensuring accuracy in financial reporting, and maintaining compliance with accounting standards. This role is perfect for a self-starter who thrives in a tech-driven, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and post journal entries, ensuring accuracy and adherence to GAAP principles.</li><li>Maintain the general ledger, ensuring proper classification and coding of transactions.</li><li>Assist in month-end, quarter-end, and year-end close processes, including reconciliations of accounts such as cash, receivables, and fixed assets.</li><li>Reconcile and monitor bank accounts and corporate credit card transactions regularly to maintain up-to-date and accurate records.</li><li>Support accounts payable and receivable processes, including invoice processing, payment preparation, and customer billing.</li><li>Partner with other departments in the company to monitor budgets and ensure proper expense allocations.</li><li>Assist in the preparation and review of financial reports and analysis for internal and external stakeholders.</li><li>Prepare schedules and provide documentation for audits and tax filings.</li><li>Contribute to the implementation and improvement of accounting systems and processes to enhance efficiency.</li><li>Stay informed on evolving accounting regulations and trends, particularly those impacting the tech industry.</li></ul><p><br></p> Accountant <p>A dynamic organization in <strong>San Marcos</strong> is in search of a sharp and dependable <strong>Accountant</strong> to oversee day-to-day financial operations. This is a perfect opportunity for a professional who thrives in a collaborative environment and is looking to make a significant impact on a growing team.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Manage the full-cycle accounting process, including AP, AR, and general ledger maintenance.</li><li>Perform month-end close activities and provide financial reporting to support leadership decisions.</li><li>Reconcile accounts regularly, ensuring compliance with GAAP standards.</li><li>Assist with payroll processing and prepare related tax documentation.</li><li>Work closely with the leadership team to implement accounting process improvements.</li><li>Support annual audit preparation and other compliance-related activities.</li></ul> Payroll Specialist <p>A government agency is seeking immediate support from a skilled Payroll Specialist to ensure the accurate and timely processing of payroll. This hybrid role offers a combination of remote and on-site work, providing flexibility while maintaining a strong connection with the payroll team and key stakeholders. This position is ideal for a detail-oriented and organized professional who thrives in a fast-paced environment and has expertise in payroll processing, compliance, and reporting. As part of the payroll team, you will play a critical role in maintaining financial accuracy and ensuring compliance with state and federal regulations. This role requires strong initiative, the ability to prioritize multiple tasks, and frequent collaboration with employees and external agencies to resolve payroll-related inquiries.</p><p><br></p><p><u>Key Responsibilities:</u></p><ul><li>Process payroll transactions using Ceridian/Dayforce, including time and attendance, overtime, paid time off, and leaves of absence.</li><li>Reconcile payroll accounts and process special transactions such as retroactive pay adjustments, garnishments, retirement deductions, and tax withholdings.</li><li>Prepare and audit payroll reports, journal entries, and compliance documents for internal use and external reporting.</li><li>Research and resolve payroll inquiries from employees, provide guidance on payroll procedures, and assist new hires with timekeeping systems.</li><li>Ensure compliance with all applicable payroll laws, policies, and accounting principles.</li><li>Collaborate with HR, finance, and external agencies to manage payroll-related transactions efficiently.</li><li>Maintain accurate payroll records and documentation to support audits and financial reporting.</li></ul><p><br></p> Payroll Specialist <p>Robert Half is seeking a highly skilled <strong>Payroll Specialist</strong> for a <strong>contract-to-hire</strong> opportunity within the <strong>property management industry</strong>. This role will be responsible for processing payroll, ensuring accuracy in employee compensation, and managing bonus and commission structures. Experience with <strong>Paycom</strong> is a plus but not required.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Payroll Processing:</strong> Manage full-cycle payroll processing on a <strong>bi-weekly or semi-monthly</strong> basis for employees within a single-state operation.</li><li><strong>Bonus & Commission Calculations:</strong> Accurately calculate and process <strong>bonuses, commissions, and other incentive-based pay</strong> according to company policies.</li><li><strong>Data Verification & Compliance:</strong> Ensure payroll data, including hours worked, deductions, and tax withholdings, is accurate and compliant with federal and state labor laws.</li><li><strong>Payroll Adjustments:</strong> Process off-cycle payments, retroactive pay, and corrections as needed.</li><li><strong>Employee Support:</strong> Address payroll-related inquiries from employees, providing clear explanations and resolving discrepancies promptly.</li><li><strong>Reporting & Reconciliation:</strong> Prepare payroll reports for management, reconcile payroll records, and assist with internal audits.</li><li><strong>Process Improvement:</strong> Identify opportunities to enhance payroll efficiency and accuracy through best practices and technology.</li></ul><p><br></p> Senior Accountant <p>Are you ready to elevate your accounting career? A forward-thinking <strong>technology and innovation company</strong> is searching for a results-driven <strong>Senior Accountant</strong> to join their high-performing finance team. This role is perfect for a seasoned professional who thrives on problem-solving, leading process improvements, and delivering critical financial insights to executive leadership.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Prepare and analyze monthly financial statements, including P& L, balance sheet, and cash flow projections.</li><li>Take ownership of the month-end, quarter-end, and year-end closing processes.</li><li>Oversee the reconciliation process for complex accounts and sub-ledgers while ensuring compliance with GAAP.</li><li>Proactively identify opportunities to enhance financial operations and implement process enhancements.</li><li>Collaborate with cross-functional teams to provide accurate financial reporting and support budget planning.</li><li>Mentor and train junior accounting staff, ensuring alignment with team objectives.</li></ul> Accounting Manager (Construction) <p>A well-regarded <strong>construction company</strong> is seeking an experienced and driven <strong>Accounting Manager</strong> to oversee their financial operations. This role is crucial in ensuring the smooth operation of accounting functions, compliance with industry standards, and providing insights that inform strategic decision-making. The right candidate will have significant experience in construction accounting and earlier experience managing teams.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Oversee the daily operations of the accounting team, including AP, AR, payroll, and general ledger activities.</li><li>Prepare and review monthly and annual financial reports, ensuring compliance with GAAP.</li><li>Manage job costing, WIP (work-in-progress) reports, and project-based accounting in alignment with industry standards.</li><li>Ensure compliance with local, state, and federal reporting and tax requirements.</li><li>Develop and manage budgets, forecasts, and performance analysis for construction projects.</li><li>Partner with project managers to support financial insights for ongoing and future projects.</li><li>Train and mentor accounting staff to encourage professional growth and operational excellence.</li></ul> Bookkeeper <p>Do you have a passion for accuracy, organization, and detailed financial reporting? Robert Half is seeking a <strong>Bookkeeper</strong> for an exciting opportunity with one of our dynamic clients. If you're a detail-oriented accounting professional skilled in managing general ledger transactions, reconciling accounts, and maintaining financial data integrity, this might be the perfect role for you!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Accurately record day-to-day financial transactions and complete the posting process.</li><li>Reconcile bank, credit card, and other accounts to ensure accuracy in financial reporting.</li><li>Monitor financial transactions and reports, ensuring compliance with company and regulatory standards.</li><li>Process accounts payable and receivable, including following up on outstanding invoices.</li><li>Manage payroll processing and ensure timely filings of tax-related payments.</li><li>Maintain and organize financial records, ensuring all files are up-to-date and accessible.</li><li>Assist in preparing monthly, quarterly, and annual financial reports.</li><li>Work collaboratively with management to support budgeting and forecasting activities.</li></ul><p><br></p> Staff Accountant <p>Our client, a respected nonprofit organization, is seeking a detail-oriented and proactive <strong>Staff Accountant</strong> to join their team. In this role, you will play a vital role in maintaining the organization’s financial health by ensuring accurate and efficient processing of accounting transactions, supporting compliance, and contributing to the success of the organization’s important mission.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Record, review, and reconcile daily financial transactions, ensuring accuracy and compliance with GAAP.</li><li>Prepare journal entries and maintain the general ledger.</li><li>Process accounts payable and accounts receivable transactions, including grants receivable and donor contributions.</li><li>Manage monthly account reconciliations, ensuring the accuracy of bank statements, credit card transactions, and other financial accounts.</li><li>Assist in budget preparation and tracking, including variance analyses and expense monitoring.</li><li>Prepare and submit periodic financial reports, grants reporting, and compliance documentation as required by funders or regulatory agencies.</li><li>Support the organization’s annual audit process by preparing audit schedules and providing requested documentation.</li><li>Ensure accurate coding of expenses in accordance with restricted or unrestricted funding guidelines.</li><li>Collaborate cross-functionally with program directors and other departments to manage financial aspects of program budgets.</li><li>Contribute to financial process improvements and maintain compliance with nonprofit accounting standards.</li></ul><p><br></p> Bookkeeper <p>Are you a skilled and meticulous Bookkeeper looking for an opportunity to join a thriving company in the HVAC industry? Our client in the San Diego area is seeking an experienced Bookkeeper to handle critical financial tasks and support their growing operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Accounts Payable & Receivable: Process invoices, manage payments, and ensure accurate billing and collections.</li><li>Payroll: Process weekly/bi-weekly payroll for employees, including reconciliation of payroll accounts.</li><li>Bank and Credit Reconciliations: Reconcile bank statements and credit card accounts to ensure accuracy.</li><li>Job Costing: Track expenses and revenue for HVAC projects to provide detailed insights into project profitability.</li><li>Financial Reporting: Generate monthly financial statements, including profit and loss reports, balance sheets, and cash flow statements.</li><li>Data Entry: Accurately record financial transactions in accounting software, such as QuickBooks.</li><li>Compliance: Ensure compliance with local, state, and federal tax regulations, including supporting tax filings.</li><li>Collaboration: Work closely with the management team to provide financial insights and assist with budgets and forecasts.</li></ul><p><br></p> Full Charge Bookkeeper <p>Our nonprofit client is seeking a detail-oriented and experienced Full Charge Bookkeeper to join their team. In this critical role, you will be responsible for managing all bookkeeping and accounting functions to ensure accurate financial reporting and compliance. This is a fantastic opportunity for a financial professional with a blend of technical expertise and a passion for supporting an organization with a meaningful mission.</p><p><br></p><p>Key Responsibilities</p><ul><li>Handle day-to-day bookkeeping duties, including maintaining the general ledger, accounts payable (AP), and accounts receivable (AR) processes.</li><li>Reconcile bank accounts, credit card statements, and other financial records to ensure accuracy and compliance.</li><li>Process payroll accurately and manage related taxes and filings.</li><li>Prepare and review financial reports, including balance sheets, income statements, and cash flow analyses.</li><li>Assist in the preparation of budgets, budget-to-actual tracking, and forecasting.</li><li>Maintain detailed records for grant funding and donor-restricted contributions, ensuring compliance with funding rules and regulations.</li><li>Manage monthly, quarterly, and annual closing processes, including journal entries and reconciliations.</li><li>Coordinate with external auditors for annual audits, preparing necessary schedules and supporting documents.</li><li>Work closely with senior leadership and program managers to monitor budgets and financial performance.</li><li>Provide insights and recommendations on improving financial procedures and processes to enhance efficiencies.</li></ul><p><br></p> Full Charge Bookkeeper <p>A growing organization in <strong>Oceanside</strong> is seeking an experienced <strong>Full Charge Bookkeeper</strong> to manage all accounting operations and finances. This role is ideal for a highly motivated individual with full-cycle bookkeeping experience who thrives in a dynamic, fast-paced environment. If you have a passion for helping businesses stay financially organized and compliant, this could be the perfect opportunity!</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Handle all aspects of bookkeeping, including accounts payable, accounts receivable, bank reconciliations, and monthly closing.</li><li>Prepare and analyze financial statements, including balance sheets, income statements, and cash flow reports.</li><li>Process payroll and ensure compliance with tax and regulatory requirements.</li><li>Reconcile general ledger accounts and prepare journal entries as needed.</li><li>Work with management on budgets, forecasts, and financial planning.</li><li>Manage inventory and weekly financial reporting.</li><li>Coordinate with external CPAs for tax filings and year-end audits.</li></ul> Accounts Receivable Specialist <p>Are you an experienced Accounts Receivable professional with a knack for managing invoices and payments? Do you enjoy working in a fast-paced, hands-on environment? Our client in the construction industry is looking for a motivated Accounts Receivable Specialist to join their team in the San Diego area. </p><p><br></p><p>Key Responsibilities</p><ul><li>Invoicing and Billing: Generate, review, and send invoices to clients, ensuring accuracy and compliance with project contracts and terms.</li><li>Collections: Monitor and follow up on overdue accounts; communicate with clients to resolve outstanding payments while maintaining professional relationships.</li><li>Reconciliations: Reconcile customer accounts and payments to ensure accurate records in the accounting system.</li><li>Payment Processing: Process incoming payments via various methods, including checks, ACH, and credit cards.</li><li>Construction-Specific Tasks: Work with construction contracts (such as AIA billing) and lien waivers, and track retainage payments and schedules.</li><li>Reporting: Prepare accounts receivable aging reports, monitor cash flow, and support financial reporting initiatives.</li><li>Collaboration: Work closely with project managers, clients, and internal teams to resolve billing or payment discrepancies.</li></ul><p><br></p> Accounting Clerk <p>Our client, a leading technology company, is seeking a highly organized and detail-oriented <strong>Accounting Clerk</strong> to join their finance team. The Accounting Clerk will play a critical role in supporting day-to-day accounting operations, assisting with financial reporting, and ensuring the accuracy and timeliness of financial transactions. This is an excellent opportunity for an ambitious professional eager to gain experience in a fast-paced tech environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform data entry for accounts payable and accounts receivable processes, including entering and coding invoices, posting transactions, and reconciling customer and vendor accounts.</li><li>Review and verify the accuracy of invoices and supporting documents to ensure compliance with company policies.</li><li>Assist with bank and credit card reconciliations to maintain accurate financial records.</li><li>Prepare and process payment runs, including checks, ACH, and wire transfers.</li><li>Respond to inquiries related to financial transactions from internal teams and external vendors and customers.</li><li>Maintain organized and accurate records of financial documents for audit and compliance purposes.</li><li>Assist with month-end and year-end closing processes by preparing journal entries and supporting documentation.</li><li>Support the preparation of financial reports and analyses as needed.</li><li>Identify and suggest improvements to streamline accounting processes and increase efficiency.</li></ul><p><br></p> Accounts Payable Clerk <p>Are you a meticulous and results-driven <strong>Accounts Payable Specialist</strong> looking for an opportunity to grow within the financial services industry? Our client, a <strong>highly regarded Wealth Management Firm</strong>, is seeking an <strong>experienced AP professional</strong> to join their team in a <strong>temp-to-hire</strong> capacity. This role requires proficiency in <strong>QuickBooks and Concur</strong>, as well as experience processing expense reimbursements.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Full-cycle accounts payable processing</strong>—reviewing, coding, and entering invoices accurately into QuickBooks.</li><li><strong>Expense reimbursement management</strong> using Concur, ensuring compliance with company policies.</li><li><strong>Vendor management</strong>, including maintaining records, processing payments, and handling inquiries.</li><li><strong>Invoice approvals and reconciliations</strong>, ensuring all discrepancies are resolved efficiently.</li><li><strong>Assisting with month-end close</strong>, including AP accruals and reconciliations.</li><li>Collaborating with internal departments to improve AP processes and optimize workflow.</li><li>Supporting <strong>audit requests</strong> by providing documentation and account details as needed.</li><li><strong>Cross-training in Accounts Receivable (AR) functions</strong> is a plus, assisting with invoicing and payment applications when needed.</li></ul><p><br></p><p><br></p> Accounts Receivable Specialist <p>A fast-paced and innovative <strong>retail and distribution company</strong> is seeking a proactive <strong>Accounts Receivable Specialist</strong> to manage and optimize our revenue cycle. This individual will work closely with internal teams and external clients to ensure accurate invoicing, timely payments, and resolution of account discrepancies. If you thrive in dynamic environments and enjoy building processes to enhance efficiency, this is the role for you!</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Accurately prepare and issue invoices while ensuring compliance with company policies.</li><li>Regularly monitor aging reports, facilitate collection efforts, and escalate overdue accounts as needed.</li><li>Reconcile customer accounts and investigate discrepancies to drive resolution.</li><li>Partner with sales and customer service departments to resolve billing queries promptly.</li><li>Maintain a streamlined AR process and recommend process improvements for cash flow optimization.</li><li>Prepare monthly AR reports and assist in audit preparation when required.</li></ul>
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