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104 results for Help Desk Support Manager in Sacramento, CA

Client Services Leader

Walnut Creek, CA
onsite
Permanent / Full Time
110000.00 - 125000.00 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented Client Services Leader to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience. The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization. The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience. Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li></ul>
2026-09-03T21:18:45Z

Document Management Specialist

Sacramento, CA
onsite
Temporary / Contract
22.80 - 24.00 USD / Hourly
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. Responsibilities: • Examine incoming scanned mail and assign clear, standardized document names and classifications. • Research records that arrive without a claim reference and route potential new claims to the appropriate intake team. • Escalate documents lacking sufficient identifying details to customer support or other internal partners for additional review. • Conduct quality checks on scanned images to verify readability, completeness, and the accuracy of associated claim numbers. • Return or reject files that fail image or identification standards and communicate issues related to invalid submissions. • Index digital documents to the correct claim file by reviewing available data points and confirming matches within claims systems. • Enter key document details, including service dates and document categories, into the claims management platform. • Assist with additional document control tasks, special projects, and other assigned operational support activities.
2026-09-16T20:08:36Z

Office Manager

Woodland, CA
onsite
Permanent / Full Time
75000.00 - 90000.00 USD / Yearly
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. For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832. Responsibilities:• Coordinate daily office operations to maintain an efficient, well-organized workplace and ensure administrative and accounting needs are addressed promptly.• Manage purchasing for office materials and track inventory levels so supplies remain stocked and available for staff use.• Handle accounts payable tasks, including reviewing bills, preparing payments, and maintaining accurate invoice records.• Support accounts receivable activities by monitoring incoming payments, recording transactions, and following up as needed.• Serve as the first point of contact for visitors and incoming communications, providing courteous and efficient front-desk support.• Process payroll for a small employee population and help maintain accurate payroll documentation and schedules.• Assist with human resources administration, including employee records, onboarding support, and routine policy-related documentation.• Maintain organized financial and administrative files to support reporting, compliance, and day-to-day office management.
2026-09-11T13:13:36Z

Client Service Associate

Alamo, CA
remote
Permanent / Full Time
90000.00 - 100000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-09-04T16:04:24Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000.00 - 100000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-09-04T13:48:35Z

Learning & Development Trainer

Sacramento, CA
remote
Temporary / Contract
35.00 - 45.00 USD / Hourly
Supports global team development by coordinating training programs, digital learning design, LMS administration, audits, and content curation. Works with senior L& D, SMEs, internal trainers, and external providers to roll out training aligned with operational needs.Key responsibilities<ul><li>Co-lead global L& D projects; track milestones and deadlines</li><li>Coordinate implementation and adoption of training programs across regions</li><li>Support scheduling, logistics, and communications for in-person and digital training</li><li>Administer multiple LMS platforms (content upload, reporting, upkeep)</li><li>Support audits and pull training/compliance data as needed</li><li>Track participation, collect feedback, and improve programs</li><li>Identify regional training needs and gaps with stakeholders</li><li>Design, curate, and digitize training content with SMEs</li><li>Deliver training and facilitate workshops</li></ul>
2026-09-09T16:23:42Z

Finance Manager

Woodland, CA
onsite
Permanent / Full Time
150000.00 - 200000.00 USD / Yearly
We are looking for an experienced and strategic finance manager for a manufacturing company in greater Sacramento. Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. In this role, you will oversee financial operations, drive innovation through advanced technologies, and provide critical insights to support organizational success. This position requires a proactive individual with expertise in financial analysis, reporting, and process improvement. Responsibilities:-Drive the modernization of finance capabilities by embedding emerging tools and data-driven approaches into daily operations, enabling stronger insight and faster, better-informed decisions.-Own the preparation and delivery of accurate financial results, pairing rigorous reporting with thoughtful analysis to support leadership planning and long-term initiatives.-Translate complex operational and financial information into meaningful trends, performance indicators, and recommendations that support measurable business improvement.-Partner closely with cross-functional leaders to build disciplined budgets, evaluate investment effectiveness, and conduct periodic financial reviews aligned with business priorities.-Identify gaps across processes, systems, and organizational capabilities, then lead or support initiatives that strengthen efficiency, scalability, and overall performance.-Provide oversight for financial obligations, agreements, and commitments to ensure adherence to internal controls, policies, and governance standards.-Serve as a trusted financial partner across departments, encouraging collaboration and ensuring alignment between financial insight and organizational objectives.-Evaluate enterprise strategies and ongoing operations to anticipate financial implications and proactively advise on risks, opportunities, and course corrections.
2026-08-21T13:33:44Z

Sr. Accountant

Mather, CA
onsite
Permanent / Full Time
75000.00 - 90000.00 USD / Yearly
Amanda Warren is looking for an experienced Sr. Accountant to support core accounting operations in Mather, California. This role plays a central part in keeping financial records accurate, guiding close activities, and strengthening day-to-day accounting processes. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to work across payroll, payables, receivables, and reporting functions. Responsibilities:• Direct the monthly close cycle by organizing timelines, reviewing financial activity, and helping ensure timely completion of deliverables.• Prepare and record journal entries while maintaining accuracy across the general ledger and related supporting documentation.• Complete bank and balance sheet reconciliations, investigate variances, and resolve discrepancies in a timely manner.• Review financial performance and assemble schedules and reports that support management reporting and decision-making.• Oversee payroll-related accounting activities, including account reconciliation and adherence to applicable compliance requirements.• Guide accounts payable operations by monitoring invoice coding, payment processing, vendor activity, and internal control practices.• Support accounts receivable management through oversight of collections, aging trends, cash application, and customer account balances.• Contribute to budgeting, forecasting, audit preparation, tax support, fixed asset accounting, and ongoing process improvement initiatives.• Partner with accounting leadership on special assignments and operational priorities as needed.
2026-09-11T13:13:36Z

Tax Manager - Public

West Sacramento, CA
onsite
Permanent / Full Time
130000.00 - 150000.00 USD / Yearly
Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. We are looking for an experienced Tax Manager to join a public accounting team in California, with a primary emphasis on individual tax engagements. This position is ideal for someone who combines strong technical tax knowledge with sound judgment, client-facing confidence, and the ability to keep work moving efficiently through demanding deadlines. The role offers the opportunity to guide complex return preparation, advise clients on tax matters, and support quality across the practice. Responsibilities:• Lead the preparation and final review of complex individual income tax filings, including advanced Form 1040 engagements and related schedules.• Advise clients on tax-saving opportunities and filing considerations while maintaining adherence to applicable federal and state tax rules.• Manage return pipelines and seasonal priorities to ensure assignments are completed accurately and delivered on schedule.• Evaluate work produced by entry-level team members, provide constructive feedback, and help develop their technical capabilities.• Serve as a primary point of contact for client questions throughout the tax process, offering clear guidance and responsive support.• Assist clients with tax notices, examinations, and other compliance-related matters by coordinating responses and resolving issues efficiently.• Monitor multiple client engagements at once, balancing deadlines, quality expectations, and service commitments in a public accounting setting.
2026-09-04T13:53:46Z

Accounting Supervisor

Oakville, CA
onsite
Permanent / Full Time
45.00 - 50.00 USD / Hourly
We are seeking an experienced Senior Accountant or Accounting Supervisor who is ready to take on a broader leadership role within a luxury hospitality property in Oakville, California. This position offers the opportunity to move beyond day-to-day accounting and become a key business partner to operations, helping drive financial performance, improve processes, and support strategic decision-making.The ideal candidate brings strong accounting expertise, preferably within hospitality, along with the desire to develop leadership skills, influence cross-functional teams, and make a visible impact on the organization. Responsibilities:• Oversee the accuracy of key accounting records by reconciling the general ledger, guest-related balances, accounts receivable activity, and deposit accounts in accordance with established controls.• Lead month-end close activities by preparing journal entries, recording accruals, and assembling financial support schedules for management review.• Monitor daily revenue reporting and investigate mismatches between point-of-sale activity and property management system data to ensure complete and accurate revenue capture.• Perform monthly balance sheet reviews, identify unusual variances, and resolve discrepancies in a timely manner.• Partner with operational leaders to explain financial results, track spending patterns, and contribute to budgeting and forecasting efforts.• Support compliance with accounting policies, internal procedures, and audit requirements by maintaining organized documentation and responding to review requests.• Recommend process improvements that strengthen reporting accuracy, operational efficiency, and overall financial controls.• Exercise sound judgment in evaluating financial issues and implement practical solutions that support business needs
2026-08-31T23:33:40Z

Finance Manager

Walnut Creek, CA
onsite
Permanent / Full Time
125000.00 - 140000.00 USD / Yearly
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. Responsibilities:<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>
2026-08-26T17:33:47Z

Epic Billing Queue Management Technician

Roseville, CA
remote
Temporary / Contract
25.00 - 31.00 USD / Hourly
We are looking for an Epic Billing Queue Management Technician to support revenue cycle operations in Roseville, California. This Long-term Contract position focuses on managing Epic billing work queues, resolving claim-related issues, and helping ensure timely and accurate reimbursement across hospital billing processes. The ideal candidate brings strong knowledge of medical billing workflows, payer requirements, and queue prioritization, along with the ability to collaborate effectively with billing, coding, and technical teams. Responsibilities: • Manage assigned Epic Resolute hospital billing work queues each day, addressing claim edits, charge review items, follow-up tasks, denials, credits, and related account exceptions within expected turnaround times. • Investigate billing errors and account discrepancies, then update patient, guarantor, coverage, and charge information to support clean claim submission. • Prioritize workload by considering filing limits, account age, financial impact, and operational urgency to keep claims moving efficiently through the revenue cycle. • Work closely with billing, coding, and IT partners to resolve recurring issues, reduce queue backlogs, and improve reimbursement timeliness. • Identify patterns in denials, edits, and charge issues, escalating broader system concerns and recommending workflow improvements when appropriate. • Review claims for compliance with payer, state, and federal billing guidelines before release, helping reduce avoidable delays and rework. • Use payer portals and clearinghouse tools to research claim status, respond to exceptions, and support follow-up activity on outstanding accounts. • Contribute to process enhancement efforts, including updates to routing logic, work queue structure, or billing workflows when needed.
2026-09-15T17:04:00Z

Client Service Manager - Wealth Management Firm

Walnut Creek, CA
remote
Permanent / Full Time
100000.00 - 130000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager | Wealth Management Firm | Walnut Creek Join a growing wealth management firm in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the Client Service team, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth. This is an ideal opportunity for someone who enjoys leading and developing people while staying hands-on. You'll have ownership over client service, onboarding, workflows, technology, and process improvement, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers strong compensation + bonus potential, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support. Responsibilities<ul><li>Lead, mentor, and develop the Client Service Associate team </li><li>Oversee day-to-day client service and operational workflows </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 scalable processes, procedures, and controls </li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including CRM, reporting, and workflow platforms </li><li>Drive automation, systems improvements, and AI-enabled initiatives </li><li>Help build the operational infrastructure to support continued firm growth </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T20:38:41Z

Payroll Supervisor

Roseville, CA
onsite
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
We are looking for a Payroll Supervisor to lead accurate, timely payroll operations and compliance for a large workforce in Roseville, California. This role oversees end-to-end payroll processing, supports compliance across multiple states, and helps maintain reliable payroll records and reporting. The ideal candidate brings strong leadership, deep technical payroll knowledge, and hands-on experience with high-volume payroll environments. For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832. Responsibilities:• Oversee complete payroll processing from data review through final submission for a workforce of more than 500 employees.• Direct bi-monthly payroll cycles and ensure all payments, adjustments, and deductions are completed accurately and on schedule.• Monitor payroll activities across multiple states to maintain compliance with varying tax rules, wage laws, and regulatory requirements.• Supervise daily payroll operations, provide guidance to team members, and resolve escalated payroll issues in a timely manner.• Manage payroll administration within ADP Workforce Now and support payroll-related recordkeeping, auditing, and reporting activities.• Review employee earnings, garnishments, benefits, taxes, and other payroll changes to ensure correct application each pay period.• Partner with internal stakeholders to investigate discrepancies, answer payroll questions, and improve process consistency.• Support payroll system-related updates and workflows involving platforms such as Viewpoint Vista and other payroll tools when needed.
2026-09-04T13:53:46Z

Tax Manager

Walnut Creek, CA
onsite
Permanent / Full Time
150000.00 - 210000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay 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. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<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> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-09-11T13:18:39Z

Sr. Accountant

Concord, CA
remote
Temporary / Contract
45.00 - 65.00 USD / Hourly
Our client in Concord is seeking an experienced Sr. Accountant to support complex accounting operations and financial reporting. This Long-term Contract position is ideal for someone who can manage month-end close tasks, analyze financial data, and help ensure accurate regulatory and management reporting. The role also offers the opportunity to collaborate with leadership, assist with audits, and provide guidance to accounting staff while maintaining high standards of accuracy and timeliness. The role can be 100% remote and is expected to pay $45-$65/hr. DOE and location. Responsibilities:• Oversee core accounting activities across multiple entities, including journal entry preparation, general ledger review, and timely completion of month-end close procedures• Prepare and reconcile balance sheet, bank, and other key accounts, investigating variances and resolving discrepancies to maintain reliable financial records• Produce monthly, quarterly, and annual financial reports, including supporting schedules, disclosures, and narrative analysis for leadership and governing committees• Compile financial and statistical information required for external filings and regulatory submissions, ensuring deadlines and reporting standards are met• Evaluate accounting treatment for significant transactions and agreements, identifying financial statement impacts and escalating issues when needed• Partner with auditors by assembling documentation, preparing workpapers, and responding to requests during audits, reviews, and tax-related support activities• Contribute to the improvement and ongoing effectiveness of accounting systems and reporting tools to support accurate, efficient financial operations• Review financial results, identify trends or unusual activity, and communicate risks, root causes, and recommended next steps to management• Provide day-to-day guidance to staff accountants, answer technical questions, and support training or oversight of team members as needed
2026-09-17T21:23:38Z

Payroll and Benefits Accountant Administrator

Sacramento, CA
onsite
Permanent / Full Time
32.00 - 42.00 USD / Hourly
Lisa Cole with Robert Half is partnering with an established and growing organization is seeking a detail-oriented Payroll Accountant to manage end-to-end payroll operations. This role is ideal for someone who thrives in a fast-paced environment, ensures accuracy and compliance, and enjoys being a key resource for payroll, timekeeping, and employee support. For more information about this position, please call Lisa Cole at 916-649-0832. Key Responsibilities<ul><li>Manage full-cycle payroll processing to ensure accurate and timely payroll execution</li><li>Process semi-monthly payroll and reconcile payroll prior to final transmission</li><li>Validate payroll reports and resolve discrepancies</li><li>Serve as the primary liaison with the payroll vendor</li><li>Ensure compliance with federal, state, and local payroll tax regulations</li><li>Process quarterly payroll tax filings, including state-specific reporting requirements</li><li>Administer wage garnishments, ensuring accuracy and compliance</li><li>Review and process non-standard payments (e.g., bonuses, retro pay, stipends, manual checks) with proper approvals</li><li>Support year-end processing including W-2s and 1099s</li><li>Maintain and reconcile payroll vendor statements</li><li>Act as the main point of contact for payroll and timekeeping inquiries</li><li>Provide training to employees on time and attendance systems</li><li>Review payroll data entries completed by HR for accuracy</li><li>Process payroll updates including wages, hours, tax withholdings, garnishments, and benefit deductions</li><li>Maintain compliance with wage and hour laws, tax regulations, and benefit-related requirements</li><li>Prepare reports and submit payments to government agencies and other entities as required</li><li>Manage time and attendance system setup, audits, and employee terminations</li><li>Support 401(k) administration, including audits, reporting, and employee updates</li><li>Assist with Workers’ Compensation audits and reporting</li><li>Reconcile benefit invoices and partner with HR/Benefits to resolve discrepancies</li><li>Generate ad hoc payroll and operational reports as needed</li></ul>
2026-08-28T13:38:49Z

Accounting Manager

Sacramento, CA
onsite
Permanent / Full Time
100000.00 - 140000.00 USD / Yearly
Lisa Cole with Robert Half is working with a growing company that is adding an Accounting Manager to the team. The ideal candidate will have a strong accounting background, leadership experience as well has experience managing sales and use tax reporting for multiple states. This is an in the office position based in Sacramento. Key Responsibilities<ul><li>Oversee accounting functions and support accurate, timely financial reporting.</li><li>Take a hands-on role in month-end close, journal entries, reconciliations, and financial statement preparation.</li><li>Review work and appropriately allocate responsibilities across the accounting team.</li><li>Maintain accounting policies, procedures, and internal controls.</li><li>Identify opportunities to improve processes and efficiencies.</li><li>Provide guidance and mentorship to accounting staff.</li><li>Lead multi-state sales and use tax compliance, reporting, filings, and reconciliations.</li><li>Serve as the internal subject matter expert on sales and use tax matters.</li><li>Research and interpret multi-state contractor, manufacturer, retailer, and fabrication tax regulations.</li><li>Maintain exemption and resale certificates, business registrations, and tax documentation.</li><li>Determine tax treatment for furnish-only and furnish-and-install contracts.</li><li>Identify manufacturing exemptions, tax incentives, and tax-saving opportunities.</li><li>Lead state and local sales and use tax audits and manage responses, appeals, and refund claims.</li></ul>
2026-09-22T00:04:07Z

Sr Network Engineer

Concord, CA
onsite
Permanent / Full Time
140000.00 - 150000.00 USD / Yearly
We are looking for an experienced Sr Network Engineer to support and strengthen a hybrid enterprise infrastructure in Concord, California. This role focuses on designing, optimizing, and securing network environments that enable dependable connectivity, protected data exchange, and stable day-to-day operations. The ideal candidate brings strong technical depth across cloud and on-premises platforms, a practical troubleshooting mindset, and the ability to communicate effectively with both technical and non-technical stakeholders. Responsibilities: • Design, maintain, and enhance network infrastructure across routing, switching, wireless connectivity, firewall platforms, VPN services, and hybrid Azure-integrated environments. • Develop and uphold network architecture standards, technical documentation, and long-term infrastructure plans that improve performance, segmentation, and security. • Administer and support a hybrid Microsoft ecosystem, including cloud and on-premises services, to ensure reliable access and operational continuity. • Manage the Hyper-V environment and related infrastructure components to maintain availability, scalability, and system efficiency. • Investigate and resolve complex network and connectivity issues, serving as an escalation point for advanced incidents and selected help desk matters. • Oversee backup operations for critical systems and verify that recovery processes align with business continuity needs. • Partner with IT leadership and security stakeholders to implement preventive safeguards and contribute to incident response efforts. • Provide technical guidance to end users and entry-level team members while promoting strong service standards and timely issue resolution. • Monitor industry developments, evaluate emerging technologies, and recommend improvements that strengthen the overall network environment. • Travel occasionally to support offices or operational needs as required.
2026-09-18T15:38:47Z

Payroll Administrator

West Sacramento, CA
onsite
Permanent / Full Time
62400.00 - 75000.00 USD / Yearly
Amanda Warren is looking for a Certified Payroll Specialist to support subcontractor payroll compliance for construction projects in West Sacramento, California. This role focuses on reviewing certified payroll obligations, maintaining accurate compliance records, and coordinating with subcontractors and internal teams to keep documentation complete and current. The ideal candidate brings strong payroll knowledge, careful attention to detail, and the ability to manage multiple deadlines in a regulated environment. Responsibilities:• Evaluate newly executed subcontract agreements to determine prevailing wage, certified payroll, insurance, and related compliance obligations.• Track subcontractor adherence to applicable state and federal payroll standards throughout the life of each project.• Examine certified payroll submissions from subcontractors and lower-tier partners, confirming completeness, accuracy, and compliance with project requirements.• Audit and reconcile payroll and compliance data received from subcontractors, addressing inconsistencies before records are finalized.• Communicate with subcontractor contacts to obtain missing forms, signatures, and supporting documents in a timely manner.• Maintain organized databases and documentation systems that reflect each project's compliance status, insurance records, and subcontract requirements.• Partner with accounting teams to verify compliance milestones that may affect payment processing and release schedules.• Respond to internal and external questions related to payroll compliance, resolving issues efficiently to support project continuity.• Contribute to process improvement efforts by refining compliance workflows and maintaining current standard operating procedures.• Perform additional administrative or project-related duties as assigned to support departmental objectives.
2026-09-18T13:38:45Z

Client Service Manager | RIA Firm

Walnut Creek, CA
remote
Permanent / Full Time
110000.00 - 125000.00 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader who enjoys both people management and process improvement. 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. What You’ll DoTeam Leadership<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>Client Service & Operations<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>Technology & Process Improvement<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>
2026-09-15T02:58:37Z

Financial Planning Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
65000.00 - 80000.00 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking its first dedicated Financial Analyst to support advisors across the full financial planning lifecycle. This individual will play a key role in helping deliver comprehensive financial planning and investment-related insights by gathering and analyzing data, conducting research, preparing financial plans, and supporting ongoing client initiatives. Working closely with a collaborative team of experienced professionals, the Financial Analyst will gain broad exposure to financial planning, investment analysis, and wealth management while contributing to a high-touch client experience. The firm is committed to employee development and provides a supportive environment for continued learning and professional growth. Key ResponsibilitiesFinancial Planning Support<ul><li>Schedule client meetings and assist with gathering financial information for planning purposes.</li><li>Enter, maintain, and update client data within financial planning software and spreadsheets with a high degree of accuracy.</li><li>Support advisors in preparing, updating, and reviewing financial plans in advance of client meetings.</li><li>Document client interactions, action items, and planning progress within the firm's CRM system.</li><li>Maintain organized, accurate, and secure client records and documentation.</li></ul>Analysis & Research<ul><li>Conduct research on investment strategies, market trends, economic developments, and financial planning topics.</li><li>Analyze portfolio holdings, asset allocation, and performance data to identify insights relevant to client planning needs.</li><li>Research client-specific planning questions, including retirement planning, tax considerations, and wealth transfer strategies, and summarize findings for advisors.</li><li>Prepare research reports, presentations, and supporting materials for advisor and client meetings.</li><li>Monitor market, economic, and regulatory developments and communicate relevant findings to the planning team.</li><li>Assist with special projects related to financial planning, investment management, industry trends, and regulatory changes.</li><li>Manage multiple planning projects simultaneously while maintaining exceptional attention to detail and accuracy.</li><li>Communicate professionally and effectively with advisors, clients, and internal team members.</li><li>Provide ongoing support to advisors and the broader financial planning team as needed.</li></ul>Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li><li>Structured mentorship and training from a team of licensed professionals.</li><li>Firm support for financial planning coursework, licensing exams, and CFP® certification.</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T21:28:37Z

Epic Billing Queue Management Technician

Roseville, CA
remote
Temporary / Contract
25.00 - 31.00 USD / Hourly
We are looking for an Epic Billing Queue Management Technician to support revenue cycle operations in Roseville, California. This Long-term Contract position focuses on managing Epic billing work queues, resolving claim and charge issues, and helping accounts move efficiently toward accurate reimbursement. The ideal candidate will bring strong medical billing knowledge, sound judgment in prioritizing high-impact accounts, and the ability to work closely with billing, coding, and technical teams to improve queue performance and reduce payment delays. Responsibilities: • Manage assigned Epic Resolute billing queues each day, addressing claim edits, charge review items, follow-up activity, denials, credits, and related account exceptions within established service expectations. • Investigate billing errors to determine underlying causes, then update account, coverage, guarantor, or charge information so claims can be released accurately and on time. • Organize workload based on aging, filing limits, financial impact, and operational urgency to keep high-priority accounts moving through the revenue cycle. • Partner with billing, coding, and information systems teams to resolve recurring issues, clarify workflow questions, and improve the handling of work queue volumes. • Review charges and claims for compliance with payer rules as well as state and federal billing standards before submission or correction. • Track patterns in edits, denials, and payment delays, escalating broader process or system concerns when trends indicate a larger operational issue. • Use payer portals and clearinghouse tools to research claim status, obtain supporting details, and complete follow-up needed for timely reimbursement. • Support workflow enhancement efforts, including updates to queue routing logic or process design, when changes are needed to improve accuracy and efficiency.
2026-09-15T17:04:00Z

Supply Chain Manager

Livermore, CA
onsite
Permanent / Full Time
200000.00 - 220000.00 USD / Yearly
We are looking for an experienced Supply Chain Manager to lead procurement, material planning, and supply continuity efforts for a manufacturing operation in Livermore, California. This role will guide a high-performing team, strengthen supplier partnerships, and support sound commercial decisions that improve cost, quality, and service. The ideal candidate brings strong leadership, analytical judgment, and the ability to work cross-functionally with technical and business stakeholders. Responsibilities: • Lead supply chain, procurement, and material planning activities to maintain reliable product flow and support manufacturing performance. • Direct and develop leaders and team members across the function, setting priorities, improving accountability, and building organizational capability. • Negotiate supplier agreements and commercial terms while balancing cost, quality, delivery, and long-term business needs. • Evaluate supplier performance, inventory trends, and operational data to identify risks and recommend effective corrective actions. • Partner closely with Engineering, Operations, Quality, Finance, Legal, and senior leadership to align sourcing decisions with company objectives. • Oversee supply risk mitigation strategies, including contingency planning and actions to reduce disruptions across the supplier base. • Prepare clear recommendations and presentations for leadership using financial, operational, and supplier insights. • Drive continuous improvement initiatives within procurement and supply chain processes, including lean practices, value analysis, and broader functional transformation efforts.
2026-09-03T19:54:02Z

Accounts Payable Supervisor/Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000.00 - 120000.00 USD / Yearly
We are looking for an experienced Accounts Payable Supervisor/Manager to oversee end-to-end payable operations in Walnut Creek, California. This position plays a key role in keeping invoice processing, subcontractor payments, and month-end activities on track across multiple entities. The ideal candidate brings construction industry accounting knowledge, strong systems experience, and the ability to guide a team while partnering effectively with operations and project stakeholders. Responsibilities: • Direct daily accounts payable activities and guide the team to complete month-end close tasks accurately and within strict deadlines. • Oversee the complete invoice-to-payment process for multiple entities, ensuring timely entry, correct coding, proper approvals, and accurate disbursement. • Administer subcontractor payment workflows in Textura, including compliance monitoring, collection of lien documentation, preliminary notice handling, and coordination of joint check processing. • Review vendor and subcontractor statements on a regular basis, investigate variances, and drive prompt resolution of payment or billing issues. • Maintain well-organized financial files and supporting records so documentation remains complete and ready for audit review. • Contribute to the close process by preparing journal entries and completing reconciliations for assigned accounts. • Uphold internal control standards and accounts payable procedures, while identifying unusual items or policy exceptions for escalation. • Coach and support accounts payable staff, serving as a knowledgeable resource for the broader accounting group. • Partner with project managers and operational teams to confirm job cost allocation accuracy and secure timely approval of payable items. • Assist with year-end audit support by gathering requested schedules, records, and other financial documentation.
2026-09-16T18:08:43Z