We are looking for a Document Management Specialist to support the accurate handling of inbound records and digital files for a Long-term Contract position in Sacramento, California. This role focuses on reviewing scanned materials, organizing documents correctly, and ensuring information is matched to the appropriate claim records with a high degree of accuracy. The ideal candidate brings strong attention to detail, sound judgment when researching incomplete information, and the ability to maintain quality standards in a fast-paced document control environment.<br><br>Responsibilities:<br>• Examine incoming scanned mail and assign clear, standardized document names and classifications.<br>• Research records that arrive without a claim reference and route potential new claims to the appropriate intake team.<br>• Escalate documents lacking sufficient identifying details to customer support or other internal partners for additional review.<br>• Conduct quality checks on scanned images to verify readability, completeness, and the accuracy of associated claim numbers.<br>• Return or reject files that fail image or identification standards and communicate issues related to invalid submissions.<br>• Index digital documents to the correct claim file by reviewing available data points and confirming matches within claims systems.<br>• Enter key document details, including service dates and document categories, into the claims management platform.<br>• Assist with additional document control tasks, special projects, and other assigned operational support activities.
<p>We are looking for a detail-oriented Legal Billing Specialist to support accurate invoicing and payment activity for a professional services firm in Sacramento, California. This role focuses on preparing billing documentation, maintaining reliable records, and helping ensure timely follow-up on outstanding balances. The ideal candidate is comfortable working with computerized billing platforms and can manage billing tasks with accuracy, organization, and professionalism.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue client invoices with careful attention to accuracy, supporting documentation, and established billing schedules.</p><p>• Review account activity, reconcile billing information, and resolve discrepancies to maintain complete and reliable financial records.</p><p>• Monitor outstanding balances and follow up on overdue payments in a timely manner to support collection efforts.</p><p>• Generate and distribute billing statements, ensuring clients receive clear and timely account information.</p><p>• Enter, update, and maintain billing data within computerized billing systems to keep records current and audit-ready.</p><p>• Support legal billing processes by applying client-specific guidelines, matter details, and required formatting standards.</p><p>• Work with billing platforms such as TABS3 or Tymetrix to process invoices and address submission issues when needed.</p>
<p><strong>Job Title:</strong> Certified Payroll Specialist</p><p> </p><p><strong>Position Summary:</strong></p><p>The Certified Payroll Specialist is responsible for processing payroll accurately and on time, maintaining payroll records, ensuring compliance with federal, state, and local wage and hour laws, and supporting audits, reporting, and employee payroll inquiries. This role typically requires strong knowledge of payroll systems, tax withholding, garnishments, benefits deductions, and certified payroll reporting requirements.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Process weekly, biweekly, semimonthly, or monthly payroll for employees</li><li>Prepare and submit certified payroll reports as required</li><li>Maintain payroll records, earnings, deductions, taxes, and direct deposit information</li><li>Ensure compliance with prevailing wage, union, and government contract payroll requirements</li><li>Reconcile payroll reports, general ledger entries, and tax filings</li><li>Administer wage garnishments, benefit deductions, and payroll adjustments</li><li>Respond to employee questions regarding pay, taxes, and deductions</li><li>Support payroll audits and year-end processing, including W-2 preparation</li><li>Partner with HR, finance, and project teams to validate employee and labor data</li><li>Monitor changes in payroll laws and regulations to maintain compliance</li></ul><p><br></p>
<p>We are seeking a detail-oriented Payroll Specialist to support a long-term contract assignment in Contra Costa County. This role focuses on payroll and timekeeping functions in a healthcare setting, including reviewing time records, validating hours worked, auditing time results, and making adjustments based on documented rules and policies. The ideal candidate will help ensure accurate payroll processing for hourly employees while working closely with internal teams to resolve discrepancies and maintain accurate records. </p><p><br></p><p>Responsibilities:</p><ul><li>Support payroll and timekeeping functions for large company </li><li>Review, audit, and validate time records and hours worked</li><li>Make adjustments based on documented payroll and timekeeping rules</li><li>Use Excel for data review, reporting, and analysis</li></ul>
<p>Our client is seeking a <strong>Payroll Specialist</strong> with construction industry experience to support payroll operations in a fast-paced environment. The ideal candidate will have <strong>2–4 years of payroll processing experience</strong>, hands-on experience with <strong>certified payroll reporting</strong>, and strong knowledge of <strong>construction payroll</strong>, including <strong>union contracts</strong> and certified payroll requirements.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process weekly and/or biweekly payroll accurately and on time. </li><li>Prepare and submit <strong>certified payroll reports</strong> in compliance with project and regulatory requirements. </li><li>Administer construction payroll, including union payroll, fringe benefits, deductions, and job costing support. </li><li>Review payroll data for accuracy and resolve discrepancies in partnership with internal teams. </li><li>Maintain payroll records and support related audits and reporting needs. </li><li>Use <strong>Microsoft Word and Excel</strong> to prepare payroll reports and related documentation. </li><li>Learn and work within <strong>Penta Software</strong> to manage payroll functions effectively. </li><li>Apply basic accounting knowledge to payroll reconciliations and related tasks. </li></ul><p>If you are interested in this opportunity, please apply to this position or call Dennis at 925-271-4809.</p>
<p>Our team is seeking an Accounts Payable Specialist to join our Full-Time Engagement Professionals practice, a solution that provides clients with full-time professionals who can support critical projects and interim staffing needs while offering continuity and the ability to re-engage talent for future needs. In this role, you will support client engagements by managing day-to-day accounts payable activities, helping maintain accurate financial records, and ensuring timely vendor payments.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process a high volume of vendor invoices accurately and in a timely manner.</li><li>Review invoices for proper approval, coding, and supporting documentation.</li><li>Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</li><li>Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</li><li>Maintain vendor records, including W-9s, payment instructions, and account updates.</li><li>Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</li><li>Support month-end close by preparing AP accruals, reconciliations, and related reports.</li><li>Assist with process improvement initiatives, audit support, and special accounting projects as needed.</li><li>Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</li></ul><p><br></p>
<p>Our team is hiring an Accounts Payable Specialist for our Full-Time Engagement Professionals practice. This role supports client projects and interim staffing needs while providing continuity and the option to re-engage talent for future needs. You will handle daily accounts payable/receivable tasks, maintain accurate financial records, and ensure vendors are paid on time.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><p>· Process a high volume of vendor invoices accurately and in a timely manner.</p><p>· Review invoices for proper approval, coding, and supporting documentation.</p><p>· Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</p><p>· Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</p><p>· Maintain vendor records, including W-9s, payment instructions, and account updates.</p><p>· Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</p><p>· Support month-end close by preparing AP accruals, reconciliations, and related reports.</p><p>· Assist with process improvement initiatives, audit support, and special accounting projects as needed.</p><p>· Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</p>
<p>Our client operates a food manufacturing and milling facility in Northern California and is hiring a General Manager to own day-to-day plant performance. This is a direct-hire role covering production, people, safety, food safety, quality, maintenance, and plant financial results.</p><p>The ideal candidate has hands-on food manufacturing or processing experience and can run a plant to USDA, FDA, OSHA, and customer food-safety standards—not just keep the line moving.</p><p><br></p><p>Plant operations</p><p>• Lead manufacturing, milling, packaging, warehousing, and shipping to hit volume, yield, quality, and on-time delivery goals.</p><p>• Build production schedules that balance mill capacity, incoming raw product, labor, and customer commitments.</p><p>• Drive continuous improvement in throughput, yield, shrink, downtime, and cost per unit.</p><p>• Oversee preventative maintenance, sanitation, and capital projects so equipment stays reliable and audit-ready.</p><p><br></p><p>Food safety, quality, and compliance</p><p>• Own the site food-safety program: HACCP/HARPC, GMPs, allergen control, sanitation, and pest control.</p><p>• Maintain FDA, USDA (as applicable), FSMA, and customer audit compliance (SQF, BRC, or equivalent).</p><p>• Lead third-party, customer, and regulatory audits and close CAPAs on time.</p><p>• Partner with Quality on specs (grade, moisture, foreign material, pack integrity), holds, complaints, and traceability.</p><p><br></p><p>Safety and workforce</p><p>• Run a visible OSHA program: LOTO, confined space, forklift, grain-handling/combustible dust, PPE, incident investigation, and training.</p><p>• Hire, develop, and hold accountable supervisors and hourly teams in operations, maintenance, sanitation, and shipping.</p><p>• Staff for seasonal peaks and enforce California wage-and-hour, meal/rest, and injury-reporting rules.</p><p>• Build a floor culture that treats safety and food safety as non-negotiable.</p><p><br></p><p>Financial and commercial support</p><p>• Own or strongly influence plant P& L: labor, yield, supplies, maintenance, and overhead versus budget.</p><p>• Partner with sales and logistics on customer requirements, load-out, and service recovery.</p><p>• Report operating results to ownership or senior leadership and flag capacity, quality, or cost issues early.</p>
<p>We are looking for a detail-oriented Paralegal to join a healthcare appeals team on a contract basis with the potential to become permanent. In this role, you will help keep reimbursement appeal matters moving efficiently by preparing documentation, coordinating filings, and maintaining accurate case records tied to Medicare review activity. This opportunity is well suited for someone who is organized, comfortable managing deadlines, and able to support a structured legal or regulatory workflow with professionalism and accuracy.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare, revise, and maintain appeal-related documents to support matters before the Medicare Provider Reimbursement Review Board.</li><li>Organize and update case files so records remain complete, accessible, and audit-ready throughout each stage of the appeals process.</li><li>Submit materials through the appropriate electronic filing platform and verify that filings are completed accurately and on time.</li><li>Track deadlines, correspondence, and status updates within case management and project tracking systems.</li><li>Review incoming notices and communications from the Review Board and coordinate distribution or follow-up for all relevant parties.</li><li>Assemble and evaluate jurisdictional and supporting documentation needed to advance appeal submissions.</li><li>Maintain standardized templates and administrative records while helping improve consistency across appeal documentation.</li><li>Provide additional administrative and paralegal support as needed to keep workflows efficient and responsive.</li></ul>
<p>Responsibilities:</p><p>• Coordinate administrative support for environmental health and safety programs, including scheduling, recordkeeping, and follow-up activities.</p><p>• Review work areas for potential risks, document observations, and help track corrective actions to improve workplace safety.</p><p>• Organize and support employee safety training sessions covering safe work methods, equipment use, and emergency response practices.</p><p>• Assist with incident and accident reviews by gathering information, maintaining files, and helping prepare required reports.</p><p>• Maintain accurate safety, environmental, and quality documentation to support compliance and audit readiness.</p><p>• Support site standards for workplace organization and cleanliness by helping monitor established 5S expectations.</p><p>• Communicate with employees and supervisors to reinforce safety procedures and provide administrative coordination for related initiatives.</p><p>• Handle additional coordination duties as needed to support departmental and site objectives.</p><p><br></p><p>For immediate consideration please contact Cortney 209-225-2014</p>
We are looking for a Payroll Specialist to support payroll operations for a growing organization in California. This contract opportunity with potential for a permanent position is ideal for someone who brings strong payroll experience, thrives in a deadline-driven environment, and can manage certified payroll requirements with a high degree of accuracy. The role will focus on end-to-end payroll administration, employee record updates, compliance reporting, and coordination of weekly payroll activities across multiple systems.<br><br>Responsibilities:<br>• Administer regular payroll cycles with accuracy and timeliness, ensuring employees are paid correctly and according to established schedules.<br>• Maintain payroll records by entering, reviewing, and updating employee information while adhering to applicable wage and tax regulations.<br>• Handle workforce status changes such as onboarding, separations, compensation updates, and role changes within payroll systems.<br>• Prepare and submit weekly certified payroll information through designated reporting platforms and customer compliance portals.<br>• Organize and complete required compliance documentation for newly awarded jobs and ongoing project work.<br>• Generate, review, and distribute weekly certified payroll reports to support internal and external reporting needs.<br>• Process manual payments, missed-time corrections, and off-cycle payroll transactions when adjustments are required.<br>• Support payroll activities in Penta and related systems, helping ensure consistent reporting and accurate data flow across platforms.
We are looking for a reliable Payroll Specialist to join a stone, glass, and concrete manufacturing organization in Concord, California. This contract opportunity with permanent potential is ideal for someone who can oversee weekly payroll with precision while also supporting core human resources activities. The position plays an important role in maintaining accurate employee records, coordinating benefit and leave administration, and helping the HR team stay aligned with compliance requirements in a fast-paced environment.<br><br>Responsibilities:<br>• Manage end-to-end weekly payroll processing for employees, ensuring wages, deductions, and adjustments are completed accurately and on schedule.<br>• Verify payroll data by reviewing hours, taxes, benefit withholdings, retirement contributions, and other earnings or deduction entries before each pay cycle is finalized.<br>• Prepare and submit required payroll tax payments and related filings, and administer wage garnishments and other mandatory deductions.<br>• Investigate payroll issues, respond to employee questions, and resolve discrepancies through careful research and documentation.<br>• Maintain secure payroll files and support reporting and reconciliation activities to help ensure clean and accurate records.<br>• Assist with benefits administration by reconciling insurance invoices, updating enrollment information, and coordinating with carriers when issues arise.<br>• Track leave activity and maintain organized documentation for absences and employee support matters tied to payroll and benefits.<br>• Support human resources operations by preparing employment documentation, coordinating interviews, assisting with onboarding, and maintaining personnel records.<br>• Monitor employment eligibility documentation, help conduct periodic audits, and contribute to HR compliance efforts while protecting confidential employee information.
<p><strong>Position Summary</strong></p><p>We are seeking a professional and customer-focused Front Desk Receptionist to serve as the first point of contact for visitors, clients, and employees. The ideal candidate will have excellent communication skills, a positive attitude, and the ability to manage multiple responsibilities in a fast-paced office environment.</p><p>Key Responsibilities</p><ul><li>Greet and assist visitors, clients, and vendors in a professional and courteous manner.</li><li>Answer, screen, and direct incoming phone calls.</li><li>Manage incoming and outgoing mail, packages, and deliveries.</li><li>Maintain a clean, organized, and welcoming reception area.</li><li>Schedule appointments, meetings, and conference rooms.</li><li>Provide administrative support to various departments as needed.</li><li>Perform data entry, filing, scanning, and document management.</li><li>Monitor office supplies and place orders when necessary.</li><li>Assist with company correspondence, reports, and general office tasks.</li><li>Handle confidential information with discretion and professionalism.</li><li>Support special projects and other duties as assigned.</li></ul><p><br></p>
<p>Amanda Warren with Robert Half is looking for an experienced Human Resources Manager to support business leaders and employees in Auburn, California. This role will guide key people practices across employee relations, policy interpretation, compliance, and talent acquisition while helping strengthen an engaged and high-performing workplace. The ideal candidate brings sound judgment, strong communication skills, and the ability to work effectively with stakeholders at every level of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with HR leadership and operational leaders to align people strategies with organizational priorities and support overall business performance.</p><p>• Advise managers and employees on human resources policies, procedures, and programs, ensuring consistent understanding and application across the organization.</p><p>• Lead employee relations efforts by addressing workplace concerns, promoting fair treatment, and helping cultivate a respectful and productive work environment.</p><p>• Partner with supervisors and department leaders to investigate issues, assess root causes, and implement practical resolutions that balance business and employee needs.</p><p>• Support education and enforcement of anti-harassment and anti-discrimination expectations through guidance, coaching, and proactive issue management.</p><p>• Monitor HR practices to ensure alignment with company standards, business objectives, and applicable regulatory requirements.</p><p>• Manage recruiting activities for designated client groups, including coordination of hiring efforts and support throughout the selection process.</p><p>• Oversee core HR administration activities such as onboarding, benefits-related support, and effective use of HR information systems.</p><p>• Contribute to cross-functional HR initiatives and provide additional support on projects or assignments as directed by leadership.</p>
<p>We are looking for an Accounts Payable Specialist to support daily finance operations for a contract, part-time, on-site assignment. This role will focus on invoice management, payment processing, account reconciliation, and related accounting activities that help maintain accurate records and steady cash flow. The assignment is expected to run for 6-8 weeks and is well suited for someone who can work independently while communicating effectively with vendors, customers, and internal teams.</p><p><br></p><p>The schedule is Monday to Friday from 9:00am to 2:00pm. </p><p><br></p><p>Responsibilities:</p><p>• Manage the full accounts payable cycle, including reviewing submitted invoices, confirming accuracy, and entering transactions in a timely manner.</p><p>• Match invoices to purchase orders and receiving documentation through both two-way and three-way reconciliation processes before approval for payment.</p><p>• Assign appropriate general ledger codes to invoices and expense items, and prepare journal-related entries when needed to support accurate financial reporting.</p><p>• Respond to payment questions, billing issues, and account discrepancies by partnering with internal departments as well as external vendors and customers.</p><p>• Process employee travel and expense reimbursements while ensuring documentation is complete and aligned with company policies.</p><p>• Maintain vendor and customer records, including onboarding new profiles, collecting tax documentation, and supporting W-9 and 1099 compliance requirements.</p><p>• Issue customer invoices, record incoming payments, and apply cash accurately to the appropriate accounts.</p><p>• Reconcile statements and account balances on a regular basis, investigate variances, and help resolve outstanding items efficiently.</p><p>• Assist with month-end activities, aging reports, audit support, and upkeep of organized financial documentation while safeguarding confidential information.</p><p>• Support payment execution activities such as ACH processing and check runs, along with other assigned finance tasks as needed.</p>
We are looking for an Accounts Receivable Specialist to join a wholesale distribution organization in Benicia, California. In this role, you will help keep receivables accurate and current by overseeing invoicing, payment application, collections follow-up, and account review. This position is well suited for someone who combines strong financial accuracy with a service-oriented approach when working with customers and internal teams. You will contribute to dependable cash flow, sound account management, and the overall effectiveness of the finance function.<br><br>Responsibilities:<br>• Prepare and issue customer invoices with accuracy, ensuring charges align with company guidelines and customer agreements.<br>• Record and apply incoming payments from multiple sources, including checks, electronic transfers, and card transactions, while maintaining complete documentation.<br>• Review customer ledgers regularly to identify discrepancies, investigate unapplied cash, and resolve balance differences in a timely manner.<br>• Work closely with sales, customer service, operations, and accounting partners to address billing questions and clear outstanding issues.<br>• Monitor past-due balances, follow up on collection activity, and provide clear status updates through aging analysis and account reporting.<br>• Maintain current and accurate customer account records in support of internal controls and financial policy compliance.<br>• Assess customer credit information to help determine appropriate account terms and recommend credit limits when needed.<br>• Escalate seriously delinquent or high-risk accounts to external collection or legal resources in coordination with leadership.<br>• Assist with month-end accounts receivable close activities by supporting reconciliations and ensuring records are complete and accurate.<br>• Suggest practical improvements to accounts receivable workflows that strengthen efficiency, accuracy, and customer experience.
We are looking for an experienced Civil Litigation Attorney to join a legal team in Sacramento, California, representing individuals and families affected by elder abuse, neglect, financial exploitation, and wrongful death. This role is ideal for a lawyer who combines strong courtroom and case development skills with compassion, sound judgment, and a client-focused approach. The attorney will handle matters from initial investigation through resolution while working closely with clients, experts, and internal colleagues to pursue meaningful outcomes.<br><br>Responsibilities:<br>• Represent clients and their families in civil matters involving elder abuse, neglect, financial exploitation, wrongful death, and related claims.<br>• Direct cases through all stages of litigation, including early evaluation, factual investigation, pleadings, discovery, motion practice, settlement planning, and trial preparation.<br>• Build well-supported claims by gathering records, analyzing evidence, coordinating with medical providers, and partnering with consultants and expert witnesses.<br>• Prepare, serve, and respond to discovery, take and defend depositions, and pursue court intervention when necessary to resolve discovery disputes.<br>• Develop case strategies that balance trial readiness with effective negotiation to maximize resolution opportunities for clients.<br>• Maintain consistent, thoughtful communication with clients by explaining legal developments, answering questions, and documenting damages and losses.<br>• Advocate for vulnerable individuals and their families with professionalism, empathy, and a strong commitment to justice.<br>• Work collaboratively with fellow attorneys and external stakeholders, including public agencies and healthcare professionals, to strengthen case outcomes.
<p>We are looking for an experienced Property Manager to support the performance and compliance of a non-profit housing portfolio in Tracy, California. This Long-term Contract opportunity is ideal for a property management specialist who can balance occupancy goals, regulatory adherence, resident service, and site presentation. The role requires strong oversight of leasing activity, inspections, records management, and policy execution to help ensure each property operates effectively and in alignment with housing standards.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily property management activities across assigned sites to promote efficient operations, strong resident support, and consistent performance.</p><p>• Apply housing regulations and program requirements to admissions, occupancy, and ongoing property administration while helping maintain organizational compliance.</p><p>• Administer occupancy policies and operating procedures, identify areas for improvement, recommend updates, and support staff training on approved changes.</p><p>• Strengthen leasing results by contributing to outreach and marketing efforts designed to expand the applicant pool and attract prospective residents.</p><p>• Uphold fair housing standards, review resident or applicant requests for informal review, and ensure each matter is handled according to established procedures.</p><p>• Monitor property appearance by touring communities regularly, confirming curb appeal standards are met, and addressing lease compliance concerns when observed.</p><p>• Maintain organized property records and tenant files so documentation remains accurate, accessible, and audit-ready.</p><p>• Track incidents and insurance-related matters in accordance with risk management expectations and required reporting practices.</p><p>• Drive key portfolio targets, including high occupancy levels, timely unit turnover, strong rent collection performance, and completion of annual physical and housekeeping inspections.</p><p>• Evaluate maintenance-related vendor needs and provide informed recommendations for service contract arrangements.</p><p><br></p><p>For immediate consideration please call Cortney at 209-225-2014</p>
<p>We are looking for a Community Manager to support the day-to-day management of two residential properties in Antioch, CA. This is a contract position suited for a detail-oriented individual who can balance resident service, site operations, leasing coordination, and administrative oversight. The ideal candidate will help maintain a well-managed property by keeping operations organized, supporting occupancy goals, and ensuring compliance with applicable housing standards.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily community operations by coordinating site services, monitoring property conditions, and helping maintain a clean, safe, and welcoming environment.</p><p>• Partner with maintenance staff and external service providers to address repair needs, track preventive upkeep, and support timely apartment readiness for new residents.</p><p>• Assist with leasing activities by handling applications, move-in and move-out administration, and organized waitlist management when required.</p><p>• Maintain complete and accurate resident and leasing records while ensuring documentation aligns with program rules and company standards.</p><p>• Serve as a primary point of contact for residents by resolving questions, responding to concerns, and reinforcing a positive living experience.</p><p>• Support rent collection, review resident accounts, prepare operational reports, and contribute to budget tracking and financial organization.</p><p>• Help uphold community policies by addressing compliance matters consistently and documenting follow-up actions as needed.</p><p>• Oversee certification and recertification paperwork to help the property remain aligned with local, state, and federal housing requirements.</p><p>• Provide day-to-day guidance to onsite team members by supporting scheduling, payroll coordination, training, and overall staff accountability.</p>
<p>We are looking for an organized and resourceful Office Manager/Bookkeeper to support daily business operations of a small construction business in Woodland, CA. This position oversees front-office coordination, financial administration, and key employee support activities to help the workplace run efficiently. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage multiple priorities in a structured office environment.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate daily office operations to maintain an efficient, well-organized workplace and ensure administrative and accounting needs are addressed promptly.</p><p>• Manage purchasing for office materials and track inventory levels so supplies remain stocked and available for staff use.</p><p>• Handle accounts payable tasks, including reviewing bills, preparing payments, and maintaining accurate invoice records.</p><p>• Support accounts receivable activities by monitoring incoming payments, recording transactions, and following up as needed.</p><p>• Serve as the first point of contact for visitors and incoming communications, providing courteous and efficient front-desk support.</p><p>• Process payroll for a small employee population and help maintain accurate payroll documentation and schedules.</p><p>• Assist with human resources administration, including employee records, onboarding support, and routine policy-related documentation.</p><p>• Maintain organized financial and administrative files to support reporting, compliance, and day-to-day office management.</p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
<p>We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support annual budgets, forecasts, and long-term financial planning.</li><li>Build financial models to analyze sales channels, promotions, margins, and growth.</li><li>Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs.</li><li>Track profitability and margin performance to support operations and planning.</li><li>Prepare monthly financial reports, KPI dashboards, and variance analyses.</li><li>Provide insights and recommendations to improve spending, efficiency, and business performance.</li><li>Partner with Sales, Marketing, Operations, and Supply Chain on forecasting, inventory, and cost planning.</li><li>Translate financial results into actionable business recommendations for leadership.</li><li>Improve FP& A processes, reporting tools, systems, and data accuracy.</li><li>Promote financial accountability and cross-functional alignment across the organization.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Services Manager | Wealth Management Firm | Walnut Creek </strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the <strong>Client Service team</strong>, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth.</p><p> </p><p>This is an ideal opportunity for someone who enjoys <strong>leading and developing people while staying hands-on</strong>. You'll have ownership over <strong>client service, onboarding, workflows, technology, and process improvement</strong>, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers <strong>strong compensation + bonus potential</strong>, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead, mentor, and develop the <strong>Client Service Associate team </strong></li><li>Oversee day-to-day <strong>client service and operational workflows </strong></li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve <strong>scalable processes, procedures, and controls </strong></li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including <strong>CRM, reporting, and workflow platforms </strong></li><li>Drive <strong>automation, systems improvements, and AI-enabled initiatives </strong></li><li>Help build the operational infrastructure to support continued firm growth </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a <strong>Client Service Associate Leader</strong> to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.</p><p>This is a great opportunity for a hands-on leader who enjoys both <strong>people management and process improvement</strong>. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently.</p><p> </p><p><strong>What You’ll Do</strong></p><p><strong>Team Leadership</strong></p><ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul><p><strong>Client Service & Operations</strong></p><ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul><p><strong>Technology & Process Improvement</strong></p><ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul><p><br></p>
<p>We are looking for a Cash Receipts Coordinator to join our client in Walnut Creek, California in a Contract to Permanent capacity. The role focuses on applying incoming payments accurately, resolving exceptions, and helping reduce unapplied cash through careful research and clear follow-up. Success in this position requires sound judgment, strong communication skills, and comfort working with high-volume financial transactions across multiple systems.</p><p><br></p><p>Responsibilities:</p><p>• Review daily incoming electronic payments and other deposits, then record them accurately in the appropriate financial systems.</p><p>• Match receipts to the correct client matters and open invoices by analyzing payment details and supporting documentation.</p><p>• Investigate unapplied or unclear transactions by contacting clients, insurance representatives, attorneys, and collections partners to confirm payment ownership.</p><p>• Enter cash receipt activity into the accounting platform using daily bank reporting and transaction summaries.</p><p>• Process physical checks and ensure each payment is documented and posted correctly.</p><p>• Resolve duplicate or disputed payment issues through research, outreach, and follow-through with relevant stakeholders.</p><p>• Support the team in reducing outstanding unapplied cash by maintaining organized records and advancing unresolved items to completion.</p><p>• Navigate Excel, legal ERP tools, and external insurance or vendor portals to gather information and update payment activity efficiently.</p>