We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
We are looking for a dedicated Medical Customer Service Representative to join our team in Carmichael, California. In this role, you will play a vital part in ensuring seamless patient interactions, managing scheduling, and verifying insurance information. This is a long-term contract position, offering a great opportunity to contribute to a supportive healthcare environment.<br><br>Responsibilities:<br>• Handle incoming calls with professionalism, addressing patient inquiries and resolving concerns efficiently.<br>• Manage patient scheduling and appointment reminders to ensure timely visits.<br>• Verify medical insurance information and assist patients with billing-related questions.<br>• Maintain accurate medical charts and records in compliance with organizational standards.<br>• Utilize electronic practice management systems to update and retrieve patient information.<br>• Provide exceptional customer service to patients, physicians, and staff, fostering positive relationships.<br>• Apply basic medical terminology knowledge to communicate effectively in a healthcare setting.<br>• Collaborate with team members and supervisors to optimize clinic workflows.<br>• Operate standard office equipment and software to support daily tasks.<br>• Uphold the clinic’s values and mission by ensuring high-quality service delivery.
<p>We are looking for a Store Manager to join our team in Fairfield, California. This is a contract-to-permanent position within the wholesale distribution industry. The ideal candidate will oversee customer service operations, ensuring excellent service delivery and maintaining high standards of customer satisfaction. This role requires strong leadership and organizational skills to effectively manage teams, address customer needs, and contribute to the company’s success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage customer service teams to ensure consistent, high-quality customer interactions.</p><p>• Develop and implement strategies to improve customer satisfaction and resolve complaints effectively.</p><p>• Manage scheduling and staffing decisions to ensure adequate coverage and optimal service levels.</p><p>• Conduct regular training sessions to enhance team performance and ensure compliance with company policies.</p><p>• Oversee inventory management and ensure accurate tracking and replenishment of products.</p><p>• Monitor compliance with safety and security protocols, addressing any discrepancies promptly.</p><p>• Conduct market research to identify opportunities for improving customer service and understand competitor practices.</p><p>• Collaborate with loss prevention teams to safeguard company assets and reduce risks.</p><p>• Supervise merchandising efforts to maximize sales and ensure displays meet company standards.</p><p>• Address operational challenges by stepping into various roles as needed during peak times or staffing shortages.</p>
<p>We are looking for an organized and proactive Services Coordinator to join our team in Rocklin, California. This is a contract to hire position requiring a candidate who excels in scheduling, customer service, and multitasking. The role involves managing service calls, coordinating schedules, and supporting team members to ensure seamless operations.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate incoming and follow-up service calls across designated areas, ensuring timely responses.</p><p>• Monitor field service activities and provide necessary support to technicians in various regions.</p><p>• Manage and maintain ongoing schedules for dispatch and service teams, ensuring efficiency.</p><p>• Utilize strong organizational skills to plan and prioritize tasks in a fast-paced environment.</p><p>• Assist in training new employees, fostering their development and understanding of company processes.</p><p>• Communicate effectively with customers and team members to address inquiries and resolve issues.</p><p>• Stay attentive to operational needs and provide solutions to improve workflow.</p><p>• Promote collaboration among team members to enhance service delivery.</p><p>• Leverage tools and resources to streamline scheduling and communication processes.</p><p>• Maintain accurate records and documentation for service calls and schedules.</p>
<p>We are looking for a highly organized and meticulous Office Assistant to join our team in Sacramento, California. This is a long-term contract position offering a hybrid work schedule, with in-office days on Tuesdays, Thursdays, and for monthly meetings. The ideal candidate will excel in managing administrative tasks, supporting team operations, and ensuring efficient communication across various channels.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and schedule workgroup calls, virtual meetings, and in-person gatherings, ensuring smooth use of technology and timely preparation of meeting materials.</p><p>• Prepare, process, and manage routine correspondence, agendas, reports, invoices, forms, and other administrative documents, maintaining accuracy and attention to detail.</p><p>• Post and update various documents on the organization's website, ensuring accessibility and compliance with internal standards.</p><p>• Provide backup support to the Senior Executive Assistant, administrative team, and Director of Operations/Human Resources as needed.</p><p>• Utilize modern office software and tools, such as Microsoft Office Suite, Adobe Acrobat, WordPress, and Zoom, to execute tasks efficiently.</p><p>• Track assignments, monitor progress, and consult with team members on next steps to maintain project momentum.</p><p>• Conduct member surveys and compile results to aid in decision-making processes.</p><p>• Maintain organized filing systems and records to ensure easy retrieval and proper documentation.</p><p>• Deliver exceptional customer service to both internal and external stakeholders through clear and precise communication.</p><p>• Assist with clerical tasks such as scanning documents, answering inbound calls, and receptionist duties to support daily operations.</p>
<p>Robert Half's client in Pleasant Hill, CA is seeking an experienced Office Administrator to join their growing team. This is an exciting opportunity to contribute to a company in the financial services industry.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>• Greet and welcome clients, visitors, and guests in a professional and friendly manner.</p><p>• Answer and direct incoming phone calls promptly and courteously.</p><p>• Manage office calendar: schedule, confirm, and coordinate appointments.</p><p>• Maintain a clean, organized, and professional front office environment.</p><p>• Handle incoming/outgoing mail and packages; oversee office supply inventory and orders.</p><p>• Ensure client refreshments and meeting spaces are prepared to create a welcoming environment.</p><p>• Support the team with general administrative tasks (filing, copying, scanning, data entry).</p><p><br></p><p><br></p><p>Qualifications:</p><p>• High school diploma or equivalent</p><p>• 5+ years of experience in a receptionist or customer service role, preferably in a professional setting.</p><p>• Strong communication skills, both written and verbal.</p><p>• Punctuality is essential</p><p>• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and other office management software.</p><p>• Ability to multitask, prioritize, and handle a variety of administrative duties.</p><p>• Strong attention to detail and organizational skills.</p><p>• Friendly, approachable, and capable of maintaining a positive office atmosphere.</p><p>• Ability to maintain confidentiality and adhere to firm policies regarding client privacy.</p><p>Preferred Skills:</p><p>• Knowledge of general office equipment, such as phone systems, copiers, and fax machines.</p><p>• Experience with Salesforce (CRM platform) is highly preferred.</p><p><br></p><p>If you are interested in this Office Administrator position, please submit your resume today!</p>
<p>We are looking for a detail-oriented Billing/ Payroll Clerk to join our team in Brentwood, California. This is a long-term contract position that requires someone with strong organizational skills to handle billing and customer service and payroll tasks effectively. The ideal candidate will be adept at managing billing processes and interacting with customers in a courteous and efficient manner, and working on payroll files to update. Previous ERP experience a must.</p><p><br></p><p>Responsibilities:</p><p>• Process billing statements accurately and within required timeframes.</p><p>• Handle billing collections and ensure payments are recorded promptly.</p><p>• Provide excellent customer service by addressing inquiries and resolving issues related to billing.</p><p>• Utilize Microsoft Excel to create and manage spreadsheets for billing records and reports.</p><p>• Work with ERP and other billing software to input and retrieve data effectively.</p><p>• Updating payroll files after system conversion, PDF usage key</p><p>• Maintain organized records of billing transactions and ensure compliance with company policies.</p><p>• Assist in preparing monthly and annual billing reports for review.</p><p>• Collaborate with other team members to improve billing processes and customer satisfaction.</p><p>• Troubleshoot and resolve discrepancies in billing statements.</p><p>• Ensure the confidentiality and security of sensitive customer billing information/</p>
<p>Robert Half's client is seeking an Administrative Assistant to join a non-profit organization in Martinez, California. In this PART-TIME, contract position, you will play a vital role in supporting office operations, handling public inquiries, and ensuring accurate documentation and records management. This opportunity is ideal for someone who thrives in a fast-paced environment and enjoys multitasking while maintaining high levels of organization.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Respond to public inquiries, route requests to appropriate departments, and provide excellent customer service.</p><p>• Manage claims processing by logging, coordinating, and tracking deadlines while maintaining accurate documentation.</p><p>• Handle requests under the California Public Records Act by clarifying inquiries, coordinating searches, and preparing responsive records.</p><p>• Organize, index, and maintain records through filing, scanning, and retention tracking according to established schedules.</p><p>• Provide administrative support such as preparing documents, entering data, scheduling appointments, and maintaining office logs.</p><p>• Assist with clerical accounting tasks, including processing invoices, purchase requests, and reimbursements while maintaining accurate records.</p><p>• Utilize office software and document management systems, ensuring confidentiality of sensitive information.</p><p>• Support the City Clerk with daily office functions and ensure compliance with policies and standards.</p><p>• Maintain clear and effective communication and business correspondence in all interactions.</p><p>• Prioritize tasks effectively and work independently while managing multiple deadlines.</p><p><br></p><p>If you are interested in this part-time Administrative Assistant position, please submit your resume today.</p>
<p>We are looking for a contract-to-hire Administrative Assistant to support our financial planning client in Walnut Creek. This is a PART-TIME position, Monday-Thursday 9am-3pm.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• answering phones</p><p>• directing calls</p><p>• greeting clients</p><p>• scheduling appointments</p><p>• document collection</p><p>• uploading information in the CRM system</p><p>• scanning</p><p>• data entry</p><p><br></p><p>If you are interested in this Administrative Assistant position, please apply today!</p>
<p>We are seeking professional Event Staff to join our team for a diverse range of private events across multiple venues. As part of our team, you will play a key role in delivering exceptional experiences at corporate functions and private events.</p><p>Responsibilities:</p><ul><li>Assist with event setup, including arranging tables, chairs, decorations, and equipment.</li><li>Provide excellent customer service to guests, addressing inquiries and ensuring a positive experience.</li><li>Support event operations, such as greeting attendees, managing guest lists, or directing flow.</li><li>Assist with event breakdown and cleanup, ensuring venues are left in pristine condition.</li><li>Collaborate with event coordinators and other staff to ensure smooth execution of events.</li></ul><p><br></p>
<p>Job Summary</p><p>We are seeking a motivated and results-driven Sales Representative to join our team, focusing on business-to-business (B2B) sales. The ideal candidate will be responsible for identifying new business opportunities, building strong client relationships, and achieving sales targets. This role requires excellent communication skills, a proactive approach, and a passion for delivering exceptional customer service. The Sales Representative will work directly with the CEO to align on strategic initiatives and drive business growth.</p><p>Key Responsibilities</p><ul><li>Prospect and qualify potential business clients through cold calling, networking, and lead generation activities.</li><li>Conduct product demonstrations and presentations to showcase the value of our offerings to business clients.</li><li>Develop and maintain long-term relationships with existing clients to ensure repeat business and referrals.</li><li>Negotiate contracts and close sales deals to meet or exceed quarterly and annual sales quotas.</li><li>Collaborate with internal teams, including marketing and customer support, to align on strategies and resolve client issues.</li><li>Track and report on sales performance metrics using CRM software.</li><li>Stay updated on industry trends, competitor activities, and market developments to inform sales strategies.</li><li>Attend trade shows, conferences, and other events to represent the company and generate leads.</li></ul><p><br></p>
<p>Innovative candidates with an interest in the legal field might thrive in this Trusts and Estates Paralegal position. If you are highly organized and efficient, there is an immediate opening for a Paralegal you might be interested in. Based in the Sacramento area, this position is a permanent role. The solution to advancing your career could be in this position—if you possess a strong drive to succeed, savvy computer skills, and the ability to effectively prioritize.</p><p><br></p><p>Responsibilities</p><p><br></p><p>- Ability to prioritize, organize and handle heavy workload</p><p><br></p><p>- Data base management of all relevant documents</p><p><br></p><p>- Study, analyze and review complex legal documents</p><p><br></p><p>- Assist attorney with a variety of case tasks</p>
<p>Join Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Entry-Level Accountant and gain hands-on experience across diverse client projects, develop valuable skills, and grow your professional network—all with the stability and benefits of full-time employment. Apply now to start building your accounting career with our team.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><p>· Assist with general ledger entries and account reconciliations</p><p>· Support month-end and year-end close processes</p><p>· Help prepare financial statements and reports</p><p>· Perform data entry and maintain accurate financial records</p><p>· Contribute to special projects across multiple industries</p><p><strong>Why Join Us?</strong></p><p>· Be part of an innovative and respected organization</p><p>· Build a strong foundation for your accounting career</p><p>· Gain exposure to different systems, teams, and industries</p>
<p>Join Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Entry-Level Accountant and gain hands-on experience across diverse client projects, develop valuable skills, and grow your professional network—all with the stability and benefits of full-time employment. Apply now to start building your accounting career with our team.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong>What You'll Do:</strong></p><ul><li>Assist with general ledger entries and account reconciliations</li><li>Support month-end and year-end close processes</li><li>Help prepare financial statements and reports</li><li>Perform data entry and maintain accurate financial records</li><li>Contribute to special projects across multiple industries</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Be part of an innovative and respected organization</li><li>Build a strong foundation for your accounting career</li><li>Gain exposure to different systems, teams, and industries</li></ul>
<p>Established Sacramento firm is seeking a dedicated transactional associate attorney to join their esteemed real estate and transactions team. This role offers an exciting opportunity to work on complex commercial real estate and business transactions across Northern California. The ideal candidate will bring strong analytical skills, exceptional writing abilities, and a commitment to delivering excellent client service.</p><p><br></p><p>Responsibilities:</p><p>• Draft, review, and negotiate legal documents related to commercial real estate and business transactions.</p><p>• Conduct thorough due diligence to ensure compliance and mitigate risks in transactions.</p><p>• Collaborate with team members to provide strategic legal advice to clients.</p><p>• Manage multiple projects efficiently while maintaining high-quality work and meeting deadlines.</p><p>• Build and maintain strong client relationships by delivering tailored solutions.</p><p>• Perform legal research to support case strategies and decision-making.</p><p>• Assist in commercial leasing matters, including negotiating lease agreements.</p><p>• Exhibit sound judgment and initiative in handling complex legal matters.</p><p>• Contribute to team discussions and provide input to enhance overall service delivery.</p><p>• Participate in development and mentoring programs offered by the firm.</p>
<p>Advice and Counsel Employment Attorney</p><p><br></p><p>Highly regarded boutique employment law firm known for extensive experience, excellent client service, and strong focus on pro bono work is seeking an advice and counsel employment attorney. This team enjoys a congenial work environment with flexible, hybrid work options.</p><p><br></p><p>About the Role:</p><p>Firm is seeking a dedicated and seasoned Advice and Counsel Employment Attorney to join our robust team. This position requires providing astute legal advice and counsel pertaining to various employment-related matters. The successful candidate will have a strong background in employment law, excellent legal judgment, and a profound commitment to ethical legal practice, ensuring all actions dovetail with the high expectations of our client base.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Providing legal advice and counsel on a wide range of employment matters.</li><li>Drafting, reviewing, and revising employment policies and practices.</li><li>Conducting proactive legal assessments to identify potential employment law risks.</li><li>Participating in the firm's pro bono initiatives.</li></ul><p><br></p><p>For confidential consideration, please email your resume to Jennifer Shin, Vice President for Permanent Placement Services Division, at jennifer.shin‹at›roberthalf‹dot›com . Thank you!</p>
<p>We have an exciting opportunity for a Cost Accountant & Financial Analyst with well-respected manufacturing company. </p><p>Reach out to Robyn Rosemon for more information 707.387.0299</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Enhance profitability through the proficient management of business analytics, focusing on sales, volumes, and margins drawn from internal financial reports.</p><p>• Monitor and manage cost variations due to factors such as inflation and raw material cost increases.</p><p>• Maintain an accurate sales database and monitor contract progress.</p><p>• Conduct a detailed analysis of the gross margin per invoice to ascertain profitability per customer and product.</p><p>• Assist in implementing and maintaining costing data within the ERP for precise analysis.</p><p>• Provide support to the Sales Team in preparing for customer visits, participating in profitability aspects, and occasionally in negotiation aspects.</p><p>• Improve tools to better assess standard cost and final inventory valuation.</p><p>• Collaborate with the Customer Service, Supply Chain, and Finance Team for aged stock reviews and preparation.</p><p>• Maintain and develop the costing system, documentation, and inventory records.</p><p>• Examine changes in COGS provided by order entry to determine the impact on product costs.</p><p>• Analyze manufacturing costs and compare them to standard costs for actual product cost evaluation.</p><p>• Conduct physical inventories and monitor monthly cycle counts.</p><p>• Manage financial activities including financial planning and reporting, budgeting, policies, and accounting best practices.</p><p>• Oversee the preparation of contract negotiations and gather reliable data, mainly related to profit.</p><p><br></p><p><br></p>
<p>Robert Half's client in Walnut Creek, CA is seeking a contract-to-permanent Sr. Administrative Assistant. This role is 100% onsite.</p><p><br></p><p>This role will support all administrative aspects of the Client Service Team, and jointly support the Account Engineers Team, Operations Manager, and Office Administration Team.</p><p><br></p><p>Sr. Administrative Assistant duties Include:</p><p>• Manage incoming and outgoing correspondence with external clients, brokers, and internal stakeholders.</p><p>• Handle a variety of administrative tasks in alignment with company policies and executive preferences, including but not limited to:</p><p>o Complex calendar management</p><p>o Event planning - all logistics from start to finish</p><p>o Expense reports</p><p>o Maintain files and records</p><p>o Purchasing supplies</p><p>o Tracking invoices and budgets</p><p>o Tracking Client Service Team processes</p><p>o Travel itineraries</p><p>• Organize and coordinate in-person and remote meetings for the management team, Client Service Team, and office-wide events as needed.</p><p>• Plans and manages all Client Service events, including but not limited to meetings, trainings, and internal and external client events and social functions.</p><p>• Reserve meeting location(s), coordinate logistics such as technological needs, travel arrangements, catering, reservations, etc.</p><p>• Prepare weekly, monthly, and quarterly reports for management, Client Service Team and Account Engineers.</p><p>• Maintain electronic filing systems, contact databases, various tracking worksheets, etc.</p><p>• Foster a collaborative and responsive work environment with management and team members.</p><p>• Assist and back up the executive assistant and other administrative assistants, when needed.</p><p>• Perform any additional duties requested by management.</p><p><br></p><p>Skills:</p><p>• Advanced proficiency of all Microsoft Suite (Outlook, Word, Excel, PowerPoint) and ability to learn new systems and software used for administrative support.</p><p>• Meticulous attention to detail, highly organized, and strong problem-solving skills.</p><p>• Strategic planning abilities with strong calendar and deadline management.</p><p>• Ability to manage multiple priorities, adapt quickly to changing needs and approach every task with a steady, can-do attitude.</p><p>• Excellent written and verbal communication skills.</p><p>• Proven experience in event planning from concept to completion.</p><p>• Strong interpersonal skills with the ability to build professional internal and external relationships.</p><p>• Leadership capabilities to support and guide other administrative staff.</p><p>• Trusted to handle confidential information with integrity and discretion.</p><p>• Creative skills in designing visual materials and promotional content using diverse tools.</p><p><br></p><p>If you are interested in this Sr. Administrative Assistant position, submit your resume today.</p>
<p>A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal professional who wants to further their career in a collaborative, client-focused environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents.</li><li>Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas.</li><li>Represent clients in probate and trust administration proceedings.</li><li>Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies.</li><li>Stay current on developments in estate and tax law to ensure best practices and client service.</li><li>Participate in firm business development and client relationship management efforts as needed.</li></ul><p><br></p>
<p>Robert Half Contracts Accounting and Finance team is seeking a Full Charge Bookkeeper to join a well known CPA firm in Roseville! This Bookkeeper would work closely with the partners of this firm and possibly work more hours during tax season.</p><p><br></p><p>Job duties will include managing all aspects of clients' bookkeeping including A/P, A/R, Payroll, and account reconciliations. Experience with QuickBooks, 1099 filings, and Sales Tax returns required. Understanding financial statements and be comfortable working with a high number of clients monthly. Public Accounting a plus.</p><p><br></p><p>Detail's High school diploma or equivalent is required. College degree or equivalent in experience and education is desirable. This position will require attention to detail, excellent interpersonal and communication skills, a commitment to excellent client service, flexibility, and the ability to manage shifting priorities.</p><p><br></p><p>This is a full-time, in-person position, temp to possible full-time hire in our Roseville office. Some mandatory overtime may be required during tax busy season.</p><p><br></p><p>If you are a QuickBooks guru and qualify for this position, please apply today!</p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a well-established and growing wealth management firm in San Ramon to identify an experienced <strong>Financial Advisor</strong> who is exploring their next career move.</p><p>This role is ideal for a client-focused advisor who enjoys building long-term relationships, delivering thoughtful financial guidance, and growing within a collaborative, values-driven firm. If you’re a Financial Advisor in the East Bay considering a new platform to grow your practice and better serve clients, this could be a strong next step.</p>
<p>We are looking for a detail-oriented Credit Specialist to join our client in Concord, California. In this Contract-to-Permanent position, you will oversee essential credit and collections activities, ensuring compliance with company policies and maintaining strong relationships with both internal teams and external partners. This role will provide the opportunity to work closely with branch managers, manage receivables, and maintain customer portfolios.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Monitor and track all accounts receivable to ensure timely payments.</p><p>• Evaluate and approve new customer accounts in collaboration with branch managers.</p><p>• Address and resolve issues with delinquent accounts across multiple branch locations.</p><p>• Maintain accurate and up-to-date customer portfolio information.</p><p>• Process customer refunds in compliance with company policies.</p><p>• Write off bad debts and service charges with approval from management.</p><p>• Send regular account statements to customers as part of the collection process.</p><p>• Prepare and file preliens when necessary to secure payments.</p><p>• Review and analyze aging reports to identify and address outstanding balances.</p><p><br></p><p><br></p>
<p>We are looking for an Associate Attorney to join our mid-sized law firm in Sacramento, California. This position offers a unique opportunity for legal professionals to grow their expertise in civil litigation, particularly in employment law litigation, while contributing to a collaborative and client-focused environment. </p><p><br></p><p>Responsibilities:</p><p>• Handle all aspects of litigation, including drafting pleadings, conducting discovery, preparing motions, and managing trial preparation.</p><p>• Provide strategic legal advice to clients, ensuring their needs and objectives are met effectively.</p><p>• Collaborate with senior attorneys and team members to develop and execute case strategies.</p><p>• Research and draft legal memorandums, motions, and other critical court documents.</p><p>• Represent clients in court proceedings, mediations, and depositions as needed.</p><p>• Maintain organized case files and ensure compliance with legal protocols and deadlines.</p><p>• Stay updated on relevant laws and regulations, particularly in employment law and civil litigation.</p><p>• Build and maintain strong client relationships through effective communication and high-quality service.</p><p>• Participate in skill development activities to enhance knowledge and expertise.</p><p>• Contribute to the firm’s overall success by fostering a team-oriented and supportive work environment.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Accountant| Wealth Management Firm | Walnut Creek | Hybrid </strong></p><p> </p><p>Our client is a boutique wealth management firm offering personalized tax and financial services to a select client base. The team values collaboration, flexibility, and long-term growth, creating an environment where professionals can build meaningful careers.</p><p> </p><p>This role offers strong compensation, company-paid health and dental insurance, paid time off and holidays, 401(k) contributions, and ongoing professional development. You’ll work closely with experienced leaders, have flexibility through a hybrid schedule, and gain the opportunity to grow into technical review and leadership responsibilities over time.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns</li><li>Support technical tax questions and client needs</li><li>Collaborate with leadership and cross-functional teams</li><li>Take on increasing responsibility as you grow</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Estate Planning Attorney located in Sacramento or Auburn! </p><p><br></p><p>Key Responsibilities:</p><ul><li>Consult with potential and existing clients to gather necessary details for formulating planning proposals.</li><li>Regularly meet with established clients to review and update their estate plan based on changing circumstances.</li><li>Accurately estimate and convey the necessary fees to the clients.</li><li>Efficiently manage client engagement process while preparing estate planning documents.</li><li>Complete and induce client's signature on the engagement agreement, either in-person or through electronic mediums.</li><li>Process payments for services rendered.</li><li>Fill out Client Intake Forms, conduct Client Review Conferences, and complete Design Sheets.</li><li>Utilize Lawcus and Asana task management systems to ensure punctual completion of tasks, efficient correspondence management, and prompt responses within matters.</li><li>Review drafted estate plans to ascertain they align with client’s needs and our professional recommendations.</li><li>Conduct client review sessions, explain and answer their queries or concerns.</li><li>Identify opportunities to refer clients to affiliated financial advisors and process necessary Disclosure and Consent Forms.</li><li>Respond to clients' electronic and telephonic communication in a timely manner.</li><li>Document detailed notes of all client communications and maintain them within the client file.</li><li>Participate in regular department meetings to discuss complex client matters and other relevant topics.</li><li>Undertake any other relevant projects or tasks as assigned.</li></ul><p><br></p>
