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25 results for Senior Tax Services Associate in Riverside, CA

Sr. Tax Accountant

Irvine, CA
onsite
Temporary / Contract
57 - 66 USD / Hourly
We are looking for an experienced Senior Tax Accountant to join our team in Irvine, California, on a contract basis. This role is ideal for someone with a strong attention to detail and a solid background in tax compliance and preparation, particularly in sales and use tax, corporate tax returns, and indirect tax matters. The position requires advanced Excel skills and offers a hybrid work schedule, with three days onsite per week. Responsibilities: • Assist with indirect tax processes, including sales and use tax compliance and reporting. • Support month-end close activities and ensure accurate tax-related entries. • Analyze tax implications for new customers in various jurisdictions and provide recommendations. • Prepare and submit tax reports to relevant authorities, ensuring compliance with regulations. • Work with external tax partners to manage income tax processes. • Review and manage large datasets using advanced Excel functions, including pivot tables and VLOOKUPs. • Handle property tax returns and ensure timely submissions. • Collaborate with internal teams to address tax-related inquiries and provide guidance. • Monitor utility usage and gross receipt tax requirements for end users. • Generate jurisdiction-specific reports and distribute them as needed.
2026-04-07T00:00:00Z

Senior Accountant

Irvine, CA
onsite
Permanent / Full Time
75000 - 80000 USD / Yearly
We are looking for an experienced Senior Accountant to join our team in Irvine, California. The ideal candidate will bring bilingual proficiency in Mandarin and English, along with a strong background in full-cycle accounting and financial management. This role requires attention to detail, exceptional organizational skills, and the ability to operate in a multi-entity environment. Responsibilities: • Manage the complete accounting cycle for multiple entities, including journal entries, intercompany transactions, and month-end closing processes. • Oversee accounts receivable and accounts payable functions, ensuring accurate billing and collections for contract-based projects. • Prepare monthly reconciliations for bank accounts and other financial records. • Collaborate with external tax advisors to ensure timely filing of federal, state, and local tax returns, including income, sales/use, and franchise taxes. • Monitor changes in tax regulations, assess their impact on the company, and maintain knowledge of seller’s permits. • Produce accurate and compliant financial statements while maintaining audit-ready documentation. • Support the headquarters team with financial forecasting, budgeting, and operating expense management. • Coordinate with internal teams such as administration, marketing, and technology to support daily operations.
2026-04-28T00:00:00Z

Tax Associate

Pasadena, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
Tax Accountant – High Net Worth & Trusts (Confidential Opportunity) San Gabriel Valley, Greater Los Angeles, CAAre you an experienced tax professional who thrives working with high net worth individuals, families, and their trusts? An esteemed boutique public accounting firm in the San Gabriel Valley is seeking a talented Tax Accountant to join their dynamic, collaborative team. This confidential search is managed by Robert Half.About the Firm:Our client is a highly regarded boutique CPA firm offering comprehensive tax services to ultra-high net worth individuals, trusts, and foundations. Known for its outstanding culture, supportive leadership, and strong work/life balance, this firm provides an exceptional environment for professionals seeking both meaningful work and quality of life.Key Responsibilities:<ul><li>Prepare and review federal and state tax returns for high net worth individuals, trusts, foundations, partnerships, and S-corporations</li><li>Perform agreed-upon procedures, including periodic bookkeeping and compliance projects</li><li>Provide proactive client service and build long-term client relationships</li><li>Stay current on tax laws as they pertain to high net worth, trusts, and related entities</li><li>Collaborate with partners and senior staff on complex engagements</li></ul>
2026-04-14T00:00:00Z

Senior Financial Analyst

Pasadena, CA
remote
Temporary to Hire
44 - 45 USD / Hourly
We are looking for a dedicated Financial Analyst to manage post-award clinical financial activities in the healthcare industry. This role involves overseeing financial operations, including accounts receivable, balance sheet reconciliations, invoicing, and financial reporting. As a contract position with the potential for long-term employment (the candidate must be based in California), this opportunity offers the possibility for long-term growth within an innovative and collaborative environment. Responsibilities:• Reconcile project cost centers on a monthly basis to ensure accuracy and compliance.• Analyze budgetary variances and identify trends in expenditures to support financial decision-making.• Monitor expenditures to ensure alignment with project objectives and adherence to budgetary constraints.• Prepare detailed financial reports, including account balance analyses and future projections.• Manage grant closeouts, ensuring compliance with financial guidelines and preparing final invoices.• Collaborate with principal investigators, research staff, and other stakeholders to maintain financial compliance and resolve issues.• Provide guidance to research teams on grant management policies, including budgeting and expense reporting.• Review financial documents for accuracy and adherence to institutional and funding agency guidelines.• Track and manage contract budgets, invoices, and key financial dates to ensure smooth operations.• Assist in the preparation and submission of grant applications, including developing budgets and justifications.
2026-04-23T00:00:00Z

Sr. Staff Accountant

Redlands, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a highly skilled Senior Staff Accountant to join our team in Redlands, California. In this role, you will handle key accounting functions, ensuring accuracy and compliance with financial standards while contributing to the overall efficiency of our operations. This position requires strong expertise in accounting principles, general ledger, financial analysis, and reporting. Responsibilities:• Prepare and review journal entries to ensure accurate financial records.• Maintain and reconcile the general ledger and balance sheet accounts.• Oversee month-end closing processes and ensure timely preparation of financial statements.• Conduct account reconciliations to verify the accuracy of financial data.• Analyze and report on financial statements, identifying trends and discrepancies.• Collaborate with internal and external stakeholders to address accounting-related inquiries.• Ensure compliance with accounting regulations and company policies.• Utilize advanced Excel skills for financial modeling, data analysis, and reporting.• Support job costing and construction-related accounting processes.• Provide guidance and mentorship to less experienced accounting staff when needed.
2026-04-06T00:00:00Z

Sr. Accountant

La Puente, CA
onsite
Temporary / Contract
48.08 - 52.88 USD / Hourly
Robert Half Management Resources is actively recruiting for an strong Sr. Accountant to join the loan staff practice. The consultant’s primary responsibilities will be supporting the accounting team with month end close, booking journal entries, reconciling balance sheet accounts, doing flux analysis and complex accounting entries. In addition, the consultant will need a strong understanding of GAAP accounting. This role is onsite. Technical Skills: - Strong month end close experience (Booking entries, Reconciliations, critical thinking skills) - Complex financial transaction experience (Accruals, Bonds, Loans, Debt covenants) - Capital projects (depreciation, additions, disposals) - Analyze monthly financial statements’ actual to budget and balance sheet flux analysis - Support external audit if needed - Heavy excel (Pivot tables, VLOOKUP, large data sets) Soft Skills: - Ability to understand business processes quickly - Communicates effectively with various levels within the organization
2026-04-10T00:00:00Z

Sr. Accountant

Brea, CA
onsite
Temporary / Contract
50 - 55 USD / Hourly
Robert Half is recruiting a hands-on Senior Accountant/ Consultant for our large privately held mechanical and industrial Engineering client to support month-end close and daily accounting operations. This role requires strong accounting skills, accuracy, and the ability to work collaboratively in a fast‑paced environment. This opportunity will be located onsite in Brea, CA. Key Responsibilities* Lead and complete month-end close tasks, ensuring timely and accurate financial reporting.* Prepare and post all journal entries, including bank activity, payroll, prepaids, inventory, and other accruals.* Perform balance sheet reconciliations for bank accounts, payroll accounts, prepaid schedules, inventory, and related areas.* Maintain accurate general ledger activity with a solid understanding of debits and credits.* Assist with sales tax reporting and compliance.* Support audits and provide documentation as needed.* Collaborate effectively with the accounting team and take direction well.* Identify process improvements and maintain strong internal controls. Qualifications* 4–6+ years of progressive accounting experience.* Strong month-end close and reconciliation experience.* Solid understanding of GAAP and standard accounting workflows.* Proficient in Excel and accounting systems (ERP experience and Microsoft Dynamics 365 Business Central preferred).* Team player with strong communication and problem‑solving skills.* Ability to work independently, follow instructions, and manage deadlines.
2026-04-28T00:00:00Z

Sr. Accountant

Corona, CA
onsite
Temporary / Contract
35.625 - 45 USD / Hourly
We are looking for an experienced Sr. Accountant to join our team on a contract basis in Corona, California. This role is essential in supporting critical accounting functions, including month-end close processes and financial statement preparation. As this is a contract position, we seek someone who is detail oriented, can quickly adapt, and contribute with minimal training while working 100% on-site. Responsibilities: • Manage and execute month-end close processes within a five-business-day timeline, ensuring accuracy and completeness. • Perform general ledger activities, including journal entries, account reconciliations, and maintaining fixed asset schedules. • Oversee bank reconciliations and review accounts payable and receivable clerk entries for accuracy. • Prepare and analyze monthly financial statements and related reports for management review. • Conduct balance sheet account reconciliations, including loans, fixed assets, and cash management. • Assist with payroll journal entries and ensure alignment with bank records; may handle payroll taxes if experienced. • Produce inventory valuations and aging inventory analysis, collaborating with sales and site managers to address aged balances. • Develop operational and financial reports to support senior management and department heads. • Provide required schedules and documentation for external auditors during financial statement audits. • Act as a backup for other accounting team members when necessary.
2026-04-23T00:00:00Z

Sr. Accountant

Brea, CA
onsite
Permanent / Full Time
100000 - 110000 USD / Yearly
We are looking for an experienced and detail-oriented Senior Accountant to join our team in Brea, California. In this role, you will play a vital part in managing financial reporting, ensuring compliance, and supporting various accounting functions. This position requires a proactive and results-driven individual with a strong command of accounting principles and advanced Excel skills. Responsibilities: • Oversee the month-end close process, ensuring timely and accurate financial reporting. • Prepare and review general ledger entries, account reconciliations, and bank reconciliations. • Consolidate financial reports and provide insights to support decision-making processes. • Respond to audit requests and assist in preparing documentation for compliance reviews. • Review and verify tax returns, ensuring compliance with applicable regulations. • Collaborate with accounts payable and other departments to address and resolve inquiries. • Utilize advanced Excel functions, including macros, to streamline and improve reporting processes. • Work closely with financial leadership to identify opportunities for operational efficiency. • Ensure all financial records are maintained in accordance with company policies and accounting standards. • Provide support during peak periods, staying flexible to meet deadlines and business needs.
2026-04-03T00:00:00Z

Sr. Accountant

Azusa, CA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for an experienced Sr. Accountant to support financial operations for a privately held manufacturing organization in Azusa, California. This position plays a key role in tracking production-related costs, maintaining accurate inventory accounting, and delivering financial insight that helps leadership make informed business decisions. The ideal candidate brings strong analytical ability, hands-on experience in manufacturing accounting, and a solid command of large ERP platforms and Excel-based reporting. Responsibilities: • Analyze production costs, overhead activity, and spending trends to provide accurate reporting and highlight opportunities to improve margins. • Maintain inventory accounting records by reviewing valuations, reconciling balances, and monitoring raw materials, work in process, and finished goods activity. • Prepare journal entries, account reconciliations, and supporting schedules to ensure the general ledger remains accurate and complete. • Contribute to month-end and year-end close activities, including variance analysis and preparation of financial reports tied to manufacturing performance. • Support budgeting and forecasting efforts by developing cost assumptions, production-related analyses, and financial models. • Use ERP systems such as NetSuite, Oracle, SAP, or similar platforms to manage financial data, produce reports, and strengthen reporting accuracy. • Partner with operations, supply chain, and finance teams to improve cost controls, streamline accounting processes, and support operational efficiency initiatives. • Assist internal and external audit activities by organizing documentation, explaining account activity, and ensuring required financial records are available. • Uphold compliance with GAAP, internal controls, and company accounting policies across all assigned responsibilities.
2026-04-27T00:00:00Z

Sr. Accountant

Irvine, CA
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We’re seeking a Senior Staff Accountant to lead financial reporting, audits, and compliance for our developer portfolio. You’ll manage month-end close, reconcile accrual-based financials, and review property transactions for accuracy and compliance. The role involves supervising a Staff Accountant, coordinating with property and asset managers, lenders, and auditors, and preparing financial statements and annual filings. You’ll also handle audit support, track deadlines for loans, taxes, and insurance, and update policies and procedures. The ideal candidate is detail-oriented, organized, and excels at independent work in a deadline-driven environment.Apply now to make an impact in the new year!
2026-04-28T00:00:00Z

Sr. Accountant

Costa Mesa, CA
onsite
Permanent / Full Time
79000 - 93000 USD / Yearly
Our client has grown to become one of the largest privately owned operators of home and apartment communities in the United States. Strong teamwork and commitment from staff are key drivers of success. at this esteemed company. We are assisting them with the search of a strong and committed Senior Staff Accountant, Responsibilities• Prepares and posts journal entries as part of the monthly closing process• Provide accounting for a company owner in QuickBooks, ensuring accurate transaction recording, reconciliations, and timely organization of personal financial data• Reviews accounts payable disbursements, assisting with related questions or staff training• Prepares reconciliations and analyses of accounts• Prepares financial report packages and analyses for senior management and investors• Assists with the monthly budget variance analysis and cash flow forecast process for operating expenses• Supports the properties in all accounting matters• Assist with payroll accounting as needed• Assists with preparing company-wide budget schedules• Assist with quarterly and annual bank reporting• Participates in continuous improvement of internal processes, procedures, and controls• Assists with special projects and ad hoc reporting as needed• Position duties and work schedule may change according to business needs at any time or as instructed by managemento The Company reserves the right to add or change duties at any time. Job Qualifications• Minimum Education: BA/BS degree in accounting or related field• Minimum Experience: 3 years of full-cycle accounting• CPA a plus• Accurate, thorough, and detail-oriented• Must be very organized• Strong written and verbal communication skills• Positive attitude and works well in a team environment• Intermediate to advanced knowledge of Microsoft Excel• Experience with QuickBooks, Yardi, and/or other accounting software a plus
2026-04-07T00:00:00Z

Sr. Accountant

Laguna Beach, CA
onsite
Permanent / Full Time
70000 - 100000 USD / Yearly
We are looking for an experienced Senior Property Accountant to join our team in Laguna Beach, California. This role is ideal for a detail-oriented individual with a strong foundation in commercial real estate accounting and financial management. You will play a key role in managing diverse property portfolios, ensuring accurate reporting, and maintaining compliance with regulatory standards. Responsibilities: • Oversee property tax records, process payments, and track assessed values to ensure accurate reporting. • Approve and initiate wire transfers while maintaining detailed cash management documentation. • Review and document lease provisions using Yardi and Excel, ensuring compliance and accuracy. • Calculate retail and percentage rent, prepare reconciliations, and coordinate tenant communications. • Process internal management fee payments and ensure adherence to local and state regulations for all entities. • Generate journal entries, perform monthly bank reconciliations, and review balance sheet accounts such as accounts receivable, accounts payable, and prepaid expenses. • Assist in budgeting for taxes, insurance, and licenses while supporting property acquisitions and onboarding. • Provide backup support for accounts payable and receivable teams and contribute to policy development. • Participate in software implementation projects and complete ad-hoc assignments as required.
2026-04-07T00:00:00Z

Sr. Accountant

Corona del Mar, CA
onsite
Permanent / Full Time
120000 - 125000 USD / Yearly
We are offering an exciting opportunity for an experienced Senior Accountant in the financial services industry, based in Corona Del Mar, California. This role involves in-depth knowledge of full-cycle accounting, financial reporting, and payroll management. The selected candidate will be instrumental in streamlining our accounting processes and improving our financial health. Responsibilities: • Handle public and private accounting duties, prioritizing small accounting firms • Manage payroll operations, ensuring accuracy and timeliness • Oversee full cycle accounting, from initial transaction recording to the preparation of financial reports • Prepare comprehensive financial reports with clear and reliable data • Utilize Microsoft Excel for complex financial data management and analysis • Perform bank reconciliations, ensuring all financial transactions are recorded accurately • Prepare and post journal entries and month-end close activities • Conduct public accounting audits to ensure compliance with standards and regulations • Maintain a high level of communication within the team and with external stakeholders • Possess or be working towards a CPA certification for advanced accounting knowledge and skills.
2026-04-28T00:00:00Z

Sr. Accountant

Costa Mesa, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for an experienced Senior Accountant to join our team in Costa Mesa, California. In this role, you will manage core accounting functions, including accounts receivable, accounts payable, and payroll, while supporting critical financial processes such as month-end close and financial reporting. Your expertise in debits and credits and attention to detail will be key to ensuring the accuracy and integrity of our financial records. Responsibilities: • Oversee accounts receivable, accounts payable, and payroll operations to maintain smooth financial workflows. • Perform month-end close tasks, including preparing journal entries and ensuring accuracy in the general ledger. • Reconcile accounts and bank statements to verify the accuracy of financial transactions. • Assist in the preparation and review of financial statements to support reporting requirements. • Analyze and resolve discrepancies in financial records to ensure compliance with accounting standards. • Maintain detailed documentation of accounting processes and transactions. • Collaborate with team members to improve efficiency in financial operations. • Ensure adherence to internal controls and regulatory requirements. • Provide support during audits and assist in the preparation of audit schedules. • Monitor financial data and provide insights to management for decision-making.
2026-04-07T00:00:00Z

Sr. Accountant

Downey, CA
onsite
Temporary to Hire
42.75 - 49.5 USD / Hourly
We are looking for a skilled Senior Accountant to join our team in Downey, California. This Contract to permanent position offers the opportunity to perform advanced accounting functions, including financial reporting, analysis, and process oversight. The role also involves mentoring entry level staff and contributing to the organization’s financial success within a public sector environment. Responsibilities: • Prepare and review detailed financial statements and reports to ensure accuracy and compliance. • Manage general ledger activities, including reconciliations and journal entries. • Conduct budget preparation, forecasting, and in-depth financial analysis to support decision-making. • Research and resolve complex accounting discrepancies and issues. • Assist with external and internal audits by providing necessary documentation and ensuring proper controls. • Provide leadership and guidance to accounting and clerical staff, fostering a collaborative work environment. • Collaborate with various departments to ensure seamless financial operations. • Ensure all accounting processes align with governmental and regulatory requirements. • Oversee month-end and year-end closing procedures. • Perform bank reconciliations and maintain accurate account records.
2026-04-27T00:00:00Z

Sr. Financial Analyst

Irvine, CA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Irvine, California. In this role, you will play a key part in driving financial planning, forecasting, and performance analysis across multiple brands and categories. This position offers the opportunity to work closely with leadership and cross-functional teams to support strategic decision-making and enhance profitability. Responsibilities: • Coordinate and contribute to the multi-year financial planning process for multiple brands, ensuring accurate reporting and consolidation of plans. • Collaborate with demand planning, sales, and product development teams to create and validate rolling revenue forecasts, identifying trends, risks, and opportunities. • Present financial insights and forecasting updates to the executive team, highlighting key findings and recommendations. • Monitor and analyze performance metrics across categories, regions, and channels to identify areas for profitability improvement. • Develop and maintain detailed expense models and forecasts to support informed business adjustments. • Conduct variance analyses to compare actual financial results against forecasts and budgets, providing actionable insights. • Build and deliver ad hoc financial reports and analyses as needed to support leadership decisions. • Utilize data mining techniques to uncover valuable insights and drive improvements in financial processes. • Partner with cross-functional teams to ensure alignment on financial objectives and strategies. • Investigate and resolve discrepancies in financial data to ensure accuracy and reliability.
2026-04-28T00:00:00Z

Sr. Financial Analyst

Long Beach, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
📊 Senior Financial Analyst – Long Beach, CA | ManufacturingJoin a growing manufacturing company in Long Beach as a Senior Financial Analyst and play a key role in driving profitability, improving operations, and influencing strategic decisions.What You'll Do:<ul><li>Analyze performance across product lines, capital projects, and operations</li><li>Provide site-level insights on sales, labor, and efficiency metrics</li><li>Build forecasts, budgets, and financial models</li><li>Partner with teams across operations, accounting, and leadership</li><li>Present key financial trends and recommendations to senior management</li></ul>What You Bring:<ul><li>Strong analytical and modeling skills</li><li>Experience in manufacturing or related industries</li><li>Ability to turn data into actionable business insights</li></ul>Why Join Us?Competitive pay, full benefits, and a chance to impact real results in a fast-paced environment.WApply today and help shape the financial future of a leading manufacturer. For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013216937 email resume to [email protected]
2026-04-07T00:00:00Z

Sr. Financial Analyst

Newport Beach, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a Senior Financial Analyst to join our team in Newport Beach, California. In this role, you will take the lead in managing and analyzing the financial performance of our fleet of commercial aircraft. You will be responsible for delivering insightful analyses, identifying risks, and recommending strategies to optimize asset returns, while collaborating with cross-functional teams to ensure effective decision-making. Responsibilities: • Conduct comprehensive maintenance condition analyses for the entire portfolio and individual aircraft to support trading and risk management initiatives. • Develop and maintain forecast assumptions related to maintenance costs and timing by collaborating with internal teams and adjusting to market trends. • Review and validate monthly utilization data from airline partners, ensuring accurate reporting in the data management system and coordinating with billing and risk teams as needed. • Manage maintenance reserve reconciliations, rate escalations, and end-of-lease financial adjustments by working closely with airline operators and technical subject matter experts. • Prepare technical budgets for aircraft transitions or repossessions, identifying cost-saving opportunities and risk mitigation strategies based on market conditions and historical data. • Collaborate with pricing and commercial teams to optimize maintenance cash flows, aircraft conditions, and contractual terms for sales, lease extensions, and transitions. • Provide due diligence for the acquisition of used aircraft, ensuring all technical and utilization data is accurate and comprehensive. • Synthesize data from various sources to estimate future maintenance costs, exposure, and sales outcomes, effectively communicating findings to stakeholders across the organization. • Partner with accounting teams to ensure correct handling of maintenance-related costs, including accruals and capitalizations. • Offer strategic recommendations to deal teams to enhance asset performance and maximize returns.
2026-04-28T00:00:00Z

Sr. Financial Analyst

La Puente, CA
onsite
Temporary to Hire
38.7885 - 48.13 USD / Hourly
We are looking for a highly skilled and detail-oriented Senior Financial Analyst to join our team in City of Industry, California. This Contract to permanent position offers the opportunity to work in a hybrid environment, balancing office collaboration with flexible remote work. The ideal candidate will bring extensive NetSuite expertise and a strong background in financial analysis, contributing to the accuracy and efficiency of our financial operations. Responsibilities: • Prepare, reconcile, and analyze general ledger accounts to ensure accurate financial records. • Manage accounts payable and receivable processes, including invoice processing, vendor payments, and account reconciliation. • Support month-end and year-end closing activities to produce timely and accurate financial results. • Develop and generate financial reports, including balance sheets and income statements, utilizing NetSuite for enhanced accuracy. • Optimize NetSuite operations to streamline workflows, improve reporting, and maintain data integrity. • Assist in preparing documentation and providing support for internal and external audits. • Collaborate with team members to enhance financial processes and support strategic initiatives. • Conduct variance analysis and ad hoc financial analyses to support decision-making. • Perform financial modeling and data mining to identify trends and insights. • Contribute to other accounting and administrative tasks as needed.
2026-04-23T00:00:00Z

Sr. Financial Analyst

Tustin, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for an experienced Senior Financial Analyst to join our team in Tustin, California. In this role, you will play a crucial part in driving financial insights, managing data analysis, and ensuring the accuracy of reporting processes. This position offers an excellent opportunity to contribute to strategic decision-making and optimize business systems. Responsibilities: • Conduct comprehensive financial analyses to support organizational decision-making. • Utilize data mining techniques to identify trends and opportunities for process improvement. • Develop and maintain reports using tools such as Crystal Reports and Confluence. • Collaborate with cross-functional teams to optimize business systems and ensure operational efficiency. • Assist in the preparation and management of budgets and capital planning processes. • Perform auditing tasks to ensure compliance and accuracy in financial reporting. • Support accounting functions by analyzing financial data and reconciling discrepancies. • Provide recommendations for improving financial performance and cost management. • Monitor and report on key performance indicators to track organizational success. • Train and guide team members on financial analysis tools and methodologies.
2026-04-09T00:00:00Z

Office Services Associate

Irvine, CA
onsite
Temporary / Contract
19 - 20 USD / Hourly
Position summaryThe Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other Williams Lea service lines as needed.Job duties* denotes an essential function- *Utilize appropriate logs for all office services work.- *Ensure that job tickets are properly filled out before beginning work.- *Perform work in office services primarily reprographics mail and intake functions according to established procedures.- *Follow procedures to run jobs in proper order.- *Communicate with supervisor or client on job or deadline issues.- *Meet contracted deadlines for accepting completing and delivering all work.- *Troubleshoot basic equipment problems.- Be able to lift up to 50 lbs. on a regular basis.- Prioritize workflow.- Performs Quality Assurance on own and work of others.- Load machines with various paper toner supplies.- Answer telephone emails and place service calls when needed.- Interact with clients in person over the phone or electronically.- Adhere to Williams Lea policies in addition to client site policies.- Use equipment and supplies in a cost-efficient manner.
2026-04-10T00:00:00Z

Sr. Administrative Assistant

Aliso Viejo, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a highly organized Sr. Administrative Assistant to provide part-time, in-office support for a wealth management team in California. This Contract position is well suited for an experienced, detail-oriented candidate who thrives in a client-facing environment, manages competing priorities with care, and helps maintain smooth daily operations during a period of team growth and onboarding. The ideal candidate brings strong administrative judgment, attention to detail, and the ability to work closely with advisors and internal partners while supporting a high standard of service. Responsibilities: • Coordinate administrative and client service activities that keep daily office and advisor workflows running efficiently in a part-time, on-site setting. • Assist with new client setup, account updates, transfer requests, and related service tasks by preparing and organizing required paperwork for accurate submission. • Handle transaction-related documentation for items such as wires, checks, journals, and distributions while maintaining a high level of accuracy and timeliness. • Maintain complete and well-organized client information within CRM and custodial systems to support reliable recordkeeping and follow-up. • Prepare materials for client and internal meetings, including agendas, reports, scheduling support, conference call logistics, and post-meeting action tracking. • Review account notifications and routine service matters, resolve straightforward issues, and direct more complex items to the appropriate operations, compliance, or leadership contacts. • Support document retention and regulatory file practices to help ensure records are current, accessible, and compliant with firm standards. • Work collaboratively with advisors and cross-functional partners to strengthen service delivery and identify practical improvements to internal processes and the client experience. • Arrange travel and provide general executive-style administrative support, including calendar coordination and communication follow-through as needed.
2026-04-24T00:00:00Z

Sr. Administrative Assistant

Orange, CA
onsite
Temporary to Hire
26.6 - 30.8 USD / Hourly
We are looking for a highly organized and detail-oriented Sr. Administrative Assistant to join our team in Orange, California. This contract position with the potential for a long-term opportunity offers the chance to support various administrative and operational functions, ensuring smooth day-to-day activities. The ideal candidate will bring exceptional multitasking abilities, a customer-focused mindset, and a proactive approach to problem-solving. Responsibilities: • Provide comprehensive administrative support, including scheduling meetings, managing calendars, and coordinating conference calls. • Arrange domestic and international travel, including flights, accommodations, and itineraries, while ensuring all travel documents are in order. • Oversee the preparation and processing of import and export documentation to ensure compliance with regulations. • Respond to customer inquiries and provide exceptional service, demonstrating professionalism and urgency. • Assist in maintaining organized records, both physical and electronic, to ensure easy retrieval and compliance with company policies. • Facilitate the preparation and management of reports, presentations, and other documents as needed. • Collaborate with team members across departments to ensure alignment on administrative and operational priorities. • Support trade show planning and other company events by coordinating logistics and materials. • Identify and escalate any administrative or operational issues, working to implement effective resolutions. • Perform general office duties such as scanning, filing, and maintaining document control.
2026-04-21T00:00:00Z

Sr. Administrative Assistant

Costa Mesa, CA
onsite
Temporary / Contract
25.3365 - 29.337 USD / Hourly
We are looking for a highly organized Sr. Administrative Assistant to support senior leadership and business development operations in Costa Mesa, California. This Contract position is ideal for an experienced, detail-oriented candidate who can manage executive priorities, coordinate complex logistics, and produce high-quality business materials in a fast-paced environment. The role calls for strong judgment, excellent communication, and the ability to keep multiple projects moving while maintaining accuracy and consistency. Responsibilities: • Support the President, Vice Presidents, and Business Development team with high-level administrative coordination and day-to-day operational assistance. • Create and refine presentations, business proposals, reports, and other business documents for leadership review and external use. • Track open tasks, deadlines, and follow-up items to help ensure commitments are completed accurately and on schedule. • Monitor incoming deliverables from internal teams and external partners, confirming they meet timing, quality, and content expectations. • Serve as a point of coordination for vendors, suppliers, and third-party partners, helping manage communication and next steps. • Organize tradeshows, meetings, and special events by handling logistics, travel planning, printed materials, and promotional support. • Maintain executive calendars and meeting schedules, balancing priorities and improving efficiency for senior leadership. • Arrange detailed domestic and international travel, including itineraries, accommodations, and meeting coordination. • Contribute to cross-functional initiatives, office operations, conference call coordination, and special projects as business needs evolve.
2026-04-28T00:00:00Z