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37 results for Help Desk Technician Ii in Sacramento, CA

Assistant Property Manager
  • Stockton, CA
  • remote
  • Temporary / Contract
  • 25.00 - 28.00 USD / Hourly
  • We are looking for an Assistant Property Manager to support the day-to-day performance of residential and commercial properties in Stockton, California. This Long-term Contract position is ideal for someone who enjoys balancing tenant service, operational coordination, and financial oversight in a fast-paced real estate environment. The person in this role will help protect property value, keep building operations running efficiently, and contribute to a positive experience for tenants and stakeholders.<br><br>Responsibilities:<br>• Direct daily property activities across assigned residential and commercial sites, ensuring operations, administration, and upkeep are completed effectively.<br>• Assist with budget planning, expense tracking, rent processing, and financial forecasting to help maintain strong property performance.<br>• Address tenant concerns promptly, coordinate resolutions, and monitor vacant spaces to support occupancy readiness and resident satisfaction.<br>• Oversee maintenance requests and vendor work, confirming repairs and building services are completed to expected standards.<br>• Support leasing efforts by preparing documentation, coordinating lease administration, and assisting with discussions on rental terms.<br>• Help enforce occupancy guidelines, site policies, and applicable procedures to maintain well-managed properties.<br>• Monitor safety and security measures, work with external service providers when needed, and respond appropriately to urgent property issues.<br>• Contribute to financial reporting, account review, and month-end reconciliation activities to support accurate records and decision-making.
  • 2026-07-06T19:33:42Z
Customer Experience Specialist
  • Lathrop, CA
  • onsite
  • Temporary / Contract
  • 24.00 - 28.00 USD / Hourly
  • We are looking for a customer-focused detail-oriented individual to support positive client interactions for a non-profit organization in Lathrop, California. This Long-term Contract opportunity is ideal for someone with at least 2 years of experience who can communicate clearly, resolve concerns efficiently, and deliver attentive service across email and other channels. The role suits a detail-oriented individual who is comfortable using Microsoft Office applications, applying basic math skills, and assisting both English- and Spanish-speaking customers.<br><br>Responsibilities:<br>• Respond to customer questions and service requests through email and other communication channels with professionalism and accuracy.<br>• Guide clients through routine issues, providing clear solutions that improve satisfaction and strengthen the overall customer experience.<br>• Maintain organized records of interactions, updates, and follow-up actions using standard office tools and internal tracking methods.<br>• Support Spanish-speaking customers by delivering clear communication and ensuring they receive timely assistance.<br>• Review customer information carefully, complete basic calculations when needed, and process service-related details with accuracy.<br>• Partner with internal team members to address concerns, share updates, and help create a consistent support experience.<br>• Monitor recurring customer issues and communicate trends or service gaps to help improve ongoing support processes.
  • 2026-07-02T18:53:46Z
Accounting Clerk
  • Benicia, CA
  • onsite
  • Permanent / Full Time
  • 25.50 - 28.50 USD / Hourly
  • <p>Join our <strong>Full-Time Engagement Professionals</strong> practice as an <strong>Accounting Clerk</strong>, supporting client projects with accounts payable, accounts receivable, billing, collections, and general accounting. Ideal candidates have intermediate Excel skills, strong data entry accuracy, commute flexibility, and a degree in accounting, finance, or a related field</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p>Key Responsibilities</p><ul><li>Support day-to-day accounting operations across accounts payable, accounts receivable, billing, and collections.</li><li>Process invoices, post payments, and assist with vendor and customer account maintenance.</li><li>Generate and distribute invoices, monitor aging reports, and follow up on outstanding balances.</li><li>Reconcile account activity and research discrepancies to support accurate financial records.</li><li>Perform high-volume data entry with speed and accuracy.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries in a timely and professional manner.</li><li>Maintain organized accounting documentation and support month-end close activities as needed.</li><li>Use Excel to prepare reports, track account activity, and support data review and analysis.</li><li>Adapt quickly to new client systems, workflows, and processes while delivering high-quality support.</li></ul>
  • 2026-07-02T17:58:42Z
Accounts Receivable Specialist
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 25.50 - 32.50 USD / Hourly
  • <p>Robert Half is seeking an Accounts Receivable Clerk with some Accounts Payable experience to join our Full-Time Engagement Professionals team. In this role, you will support client projects by handling invoicing, cash applications, collections, payment processing, vendor invoices, and other day-to-day accounting operations. This opportunity offers the stability of full-time employment, exposure to a variety of client environments, and the chance to contribute to critical projects and interim needs.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process customer invoices, post payments, and apply cash accurately</li><li>Monitor aging reports and assist with collections follow-up</li><li>Reconcile accounts receivable transactions and resolve discrepancies</li><li>Support accounts payable functions, including invoice processing and vendor payments</li><li>Maintain accurate financial records and assist with month-end close activities</li><li>Provide general accounting and administrative support for client engagements</li></ul><p><br></p>
  • 2026-07-02T17:58:42Z
Customer Service Representative
  • Sacramento, CA
  • onsite
  • Temporary to Hire
  • 28.00 - 31.00 USD / Hourly
  • <p>We are looking for a Customer Service Representative to join a pharmaceutical organization in Sacramento, California for a permanent role. This position serves as a key point of contact for customers, ensuring orders, account inquiries, and service concerns are handled with accuracy and care. The ideal candidate brings a strong service mindset, thrives in a regulated environment, and can coordinate effectively across multiple internal teams to deliver timely support.</p><p><br></p><p>Responsibilities:</p><p>• Manage customer purchase orders from entry through fulfillment, ensuring information is complete, accurate, and updated in internal systems.</p><p>• Partner with teams across operations, quality, production, regulatory, and logistics to address service issues and keep customers informed on progress.</p><p>• Maintain organized records of customer interactions, order details, account documentation, and related communications.</p><p>• Provide clear updates on inventory availability, expected delivery timing, shipment progress, and any supply constraints that may affect customer orders.</p><p>• Research service concerns, order discrepancies, and customer complaints, then work toward prompt and thorough resolution.</p><p>• Support the setup of new customer accounts by gathering required documentation and assisting with onboarding activities.</p><p>• Follow company policies, regulatory expectations, and quality standards in every customer interaction and transaction.</p><p>• Escalate product complaints, quality-related matters, adverse events, and compliance issues through the appropriate reporting channels.</p><p>• Contribute to reporting efforts, customer feedback initiatives, and process improvement activities that strengthen service performance.</p><p>• Build working knowledge of pharmaceutical products, service procedures, and applicable regulatory requirements to support customers effectively.</p>
  • 2026-07-08T19:38:09Z
Staff Accountant
  • Danville, CA
  • onsite
  • Permanent / Full Time
  • 28.50 - 38.50 USD / Hourly
  • <p>Are you an Staff Accountant seeking a stable, full-time role with variety in the East Bay? Join Robert Half’s Full-Time Engagement Professionals (FTEP) program and enjoy the security of full-time employment while working on diverse client projects and interim assignments across the region.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Staff Accountant Key Responsibilities:</strong></p><p>·      Perform month-end closings, reconciliations, and financial reporting.</p><p>·      Support accounts payable, accounts receivable, and general ledger functions.</p><p>·      Ensure compliance with accounting standards and company policies.</p><p>·      Assist with audits and special accounting projects as needed.</p><p>·      Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
  • 2026-07-02T18:04:11Z
Accounts Payable Specialist
  • Concord, CA
  • remote
  • Temporary / Contract
  • 25.00 - 35.00 USD / Hourly
  • <p>We are seeking a detail-oriented <strong>Accounts Payable Specialist</strong> with experience handling <strong>full-cycle accounts payable</strong> processes. This role is responsible for managing the AP function from invoice receipt through payment processing, vendor communication, account reconciliation, and month-end support. The ideal candidate will have strong organizational skills, a sense of urgency, and the ability to work accurately in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process high-volume vendor invoices accurately and in a timely manner</li><li>Perform full-cycle accounts payable, including coding, matching, batching, and entering invoices</li><li>Review and verify invoices and check requests</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain vendor files and ensure documentation is complete and up to date</li><li>Prepare and process weekly check runs, ACH payments, and wire transfers</li><li>Respond to vendor inquiries and internal questions regarding invoice and payment status</li><li>Assist with month-end closing activities, including AP accruals and reconciliations</li><li>Monitor aging reports and help ensure timely payments</li><li>Support 1099 preparation and year-end AP processes</li><li>Ensure compliance with company policies, internal controls, and accounting procedures</li></ul><p><br></p>
  • 2026-07-03T01:48:39Z
Staff Accountant
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 28.50 - 38.50 USD / Hourly
  • <p>Advance your accounting career with Robert Half's <strong>Full-Time Engagement Professionals (FTEP)</strong> program as a <strong>Staff Accountant</strong>. Enjoy the stability of full-time employment while gaining experience through diverse, high-impact client assignments across the East Bay.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>·      Perform month-end closings, reconciliations, and financial reporting.</p><p>·      Support accounts payable, accounts receivable, and general ledger functions.</p><p>·      Ensure compliance with accounting standards and company policies.</p><p>·      Assist with audits and special accounting projects as needed.</p><p>·      Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
  • 2026-07-02T18:04:11Z
Inside Sales Representative
  • Concord, CA
  • onsite
  • Temporary to Hire
  • 19.00 - 20.00 USD / Hourly
  • <p>We are looking for a motivated Inside Sales Representative to join a healthcare-focused organization in Concord, California. This contract opportunity with potential for a permanent role is ideal for someone early in their sales career who enjoys speaking with people, understanding their needs, and helping them make informed decisions. In this role, you will connect with warm inbound and marketing-generated leads, build trust with seniors and their families, and turn interest into long-term customer relationships through thoughtful, consultative conversations.</p><p><br></p><p>Inside Sales Representative Responsibilities:</p><p>• Engage with inbound and marketing-sourced prospects to understand their situations and recommend suitable products, pricing, and service options.</p><p>• Lead consultative sales conversations that address customer questions, ease concerns, and highlight the value of available solutions.</p><p>• Build strong connections with seniors, caregivers, and family members by communicating with empathy, clarity, and professionalism.</p><p>• Maintain consistent follow-up with prospective customers to keep opportunities moving forward and improve conversion outcomes.</p><p>• Record customer interactions, lead updates, and sales activity accurately in company systems to support pipeline visibility and reporting.</p><p>• Work toward daily performance expectations related to outreach, conversions, and revenue generation.</p><p>• Partner with colleagues and leadership to share feedback on customer objections, lead quality, and market patterns.</p><p>• Use persuasive and timely communication to help interested prospects make confident purchasing decisions.</p><p><br></p><p>If you are interested in this Inside Sales Representative, please submit your resume today!</p>
  • 2026-07-10T22:34:04Z
Attorney/Lawyer
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 190000.00 USD / Yearly
  • <p>Reputable Sacramento firm is seeking an associate attorney to join their growing team. This position focuses on business and environmental litigation, offering an opportunity to work on complex cases alongside highly respected professionals in the field. The ideal candidate will bring strong analytical skills, exceptional writing abilities, and a commitment to delivering outstanding results in a collaborative and fast-paced environment. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in business and environmental litigation matters, ensuring their legal interests are protected.</p><p>• Draft pleadings, motions, and briefs with precision and clarity to advance case strategies.</p><p>• Conduct thorough legal research to support case arguments and develop compelling legal positions.</p><p>• Manage discovery processes, including drafting and responding to discovery requests.</p><p>• Collaborate with colleagues and clients to develop effective legal strategies that align with client goals.</p><p>• Participate in motion practice and court proceedings, presenting arguments and advocating for clients.</p><p>• Maintain high standards of client communication and service, addressing concerns and meeting deadlines.</p><p>• Analyze complex legal issues and offer strategic advice to clients and team members.</p><p>• Stay updated on relevant laws and regulations, particularly in business and environmental litigation.</p><p>• Contribute to the firm's collegial and team-oriented culture through active engagement and collaboration.</p>
  • 2026-06-11T18:44:10Z
Financial Advisor
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 90000.00 - 150000.00 USD / Yearly
  • <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>Financial Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth.</p><p><strong> </strong></p><p>This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-02T17:30:09Z
Medical Billing Specialist
  • French Camp, CA
  • onsite
  • Temporary to Hire
  • 20.90 - 24.20 USD / Hourly
  • <p>We are looking for a detail-oriented Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position requires expertise in managing complex billing processes, interpreting healthcare policies, and providing exceptional customer service to patients and clients. The ideal candidate will bring advanced knowledge of billing systems, claim administration, and financial operations to ensure accuracy and efficiency in all tasks.</p><p><br></p><p>Responsibilities:</p><p>• Handle specialized and intricate billing processes, including accounts receivable and appeals management.</p><p>• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.</p><p>• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.</p><p>• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.</p><p>• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.</p><p>• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.</p><p>• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.</p><p>• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.</p><p>• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.</p><p>• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.</p><p>For immediate consideration please contact Cortney at 209-225-2014</p>
  • 2026-06-22T16:48:43Z
CPA or EA? Ready to Move Beyond Busy Season?
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 100000.00 - 150000.00 USD / Yearly
  • <p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Are you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career?</strong></p><p><br></p><p>This is a unique opportunity to leverage your tax expertise while expanding into <strong>financial planning and wealth management</strong>—without the stress of building a book of business or surviving another endless busy season.</p><p>&#128176; <strong>Great Base + Bonus</strong></p><p>&#128205; <strong>San Ramon </strong></p><p><br></p><p>Why this opportunity stands out</p><p>This role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You'll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time.</p><p><strong>No prospecting. No cold calling.</strong> The firm brings you the clients so you can focus on what you do best.</p><p><br></p><p>What you'll do</p><p>✔ Identify proactive tax planning opportunities by reviewing client tax returns</p><p>✔ Prepare tax projections and multi-year planning strategies</p><p>✔ Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies</p><p>✔ Participate in client meetings alongside advisors</p><p>✔ Build cash flow analyses and financial planning recommendations</p><p>✔ Collaborate with CPAs, EAs, and other client advisors</p>
  • 2026-07-08T17:58:38Z
Assistant Controller
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 120000.00 - 140000.00 USD / Yearly
  • Key Responsibilities<br>• Assist in managing monthly, quarterly, and annual close processes<br>• Prepare and review financial statements and supporting schedules<br>• Prepare and maintain project proformas and perform profit reconciliations<br>• Assist in preparation of financial projections<br>• Ensure GAAP compliance across multiple related entities<br>• Support lender reporting and annual external audits<br>• Oversee land development and construction job cost accounting<br>• Monitor capitalization of project costs and related expense recognition<br>• Develop and maintain project budgets<br>• Perform budget-to-actual and cost-to-complete analyses<br>• Partner with operations to ensure accurate cost tracking and forecasting<br>• Support tracking of infrastructure costs eligible for reimbursement<br>• Utilize ERP systems to improve consistency, accuracy, and efficiency in financial reporting<br>• Strong preference for experience with Newstar Constellation Systems<br>• If no Newstar experience, prior experience with another construction/homebuilding ERP is required<br>• Advanced Excel modeling and financial analysis<br>• Manage complex intercompany transactions and shared cost allocations<br>• Assist in strengthening internal controls and accounting procedures<br>• Participate in process improvement initiatives<br>Required Qualifications<br>• Bachelor’s degree in Accounting or Finance<br>• 2-5 years of public accounting experience focused on audit and review engagements<br>• Prior homebuilding or construction accounting experience (required)<br>• Experience with land development and construction accounting, job costing, and developing project budgets (required)<br>• Strong technical knowledge of GAAP<br>• Possess exceptional interpersonal, written, and verbal communication skills<br>• Advanced Excel proficiency<br>• Ability to multitask, prioritize and manage time effectively in a deadline driven environment<br>Preferred Qualifications<br>• Experience with Newstar Constellation Systems<br>• CPA (active or inactive)<br>• Experience working in a multi-entity or intercompany environment<br>• Exposure to Community Facilities District (CFD) cost tracking and municipal reporting processes
  • 2026-07-10T16:18:41Z
HR Generalist
  • Lodi, CA
  • onsite
  • Permanent / Full Time
  • 62400.00 - 72800.00 USD / Yearly
  • We are looking for a dedicated HR Generalist to join our team in Lodi, California. This role offers the opportunity to contribute to essential HR functions, including leave management, recruitment, and administrative support. The ideal candidate will bring a strong understanding of HR best practices and a proactive approach to supporting employees and managers.<br><br>Responsibilities:<br>• Manage leave administration processes, ensuring compliance with state and federal leave policies.<br>• Support recruitment efforts by posting job requisitions, reviewing applications, and coordinating interview schedules.<br>• Provide assistance with HR administrative tasks, including maintaining employee records and generating reports.<br>• Collaborate on special HR projects to improve processes and enhance employee engagement.<br>• Serve as a resource for managers and employees regarding HR policies and procedures.<br>• Utilize HRIS systems, such as Workday, to manage and update employee data.<br>• Assist in onboarding new hires, ensuring a smooth transition into the organization.<br>• Address basic employee relations inquiries and escalate complex issues as needed.<br>• Support benefit administration functions, including enrollment and employee communications.
  • 2026-06-19T13:58:44Z
Insurance Verification Coordinator
  • Sacramento, CA
  • onsite
  • Temporary to Hire
  • 22.00 - 24.00 USD / Hourly
  • We are looking for an Insurance Verification Coordinator to join our team in Sacramento, California in an onsite Contract to Permanent role. This position focuses on confirming coverage details, interpreting payer terms, and helping patients understand their expected financial responsibility before services are provided. The ideal candidate brings strong knowledge of insurance benefits, works confidently in a high-volume setting, and communicates clearly with both patients and internal teams.<br><br>Responsibilities:<br>• Review insurance plans and benefit details to verify coverage for scheduled procedures prior to service.<br>• Interpret payer agreements to identify allowable amounts and support accurate pre-service financial estimates.<br>• Calculate anticipated patient costs by evaluating copays, deductibles, coinsurance, and out-of-pocket limits.<br>• Explain benefit information and estimated balances to patients in a clear, thorough, and supportive manner.<br>• Coordinate with team members and internal departments to resolve verification questions and maintain workflow efficiency.<br>• Manage a steady volume of verification activity while meeting turnaround expectations and quality standards.<br>• Document verification findings accurately to support claims processing and patient billing follow-up.<br>• Contribute to team performance goals by maintaining accuracy, responsiveness, and strong service levels in a fast-paced environment.
  • 2026-07-06T18:28:46Z
Sr. Credit Policy Analyst
  • Vacaville, CA
  • onsite
  • Permanent / Full Time
  • 105000.00 - 130000.00 USD / Yearly
  • <p>We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness.</p><p><br></p><p>Responsibilities:</p><p>• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.</p><p>• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.</p><p>• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.</p><p>• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.</p><p>• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.</p><p>• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.</p><p>• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.</p><p>• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.</p>
  • 2026-06-12T15:48:42Z
Financial Planner
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 90000.00 - 150000.00 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-02T17:30:09Z
Trust and Estate Attorney
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 150000.00 - 250000.00 USD / Yearly
  • We are looking for a Trust and Estate Attorney to join an established small law firm in California. This permanent role is suited for a legal specialist who brings strong experience in estate planning, trust and estate administration, and probate, along with a client-centered approach to service. The attorney in this position will manage matters with care and precision while helping clients navigate sensitive legal decisions efficiently and confidently. This opportunity offers meaningful responsibility, close collaboration with a dedicated team, and long-term growth potential for an exceptional candidate.<br><br>Responsibilities:<br>• Manage trust, estate, and probate matters from initial evaluation through final resolution, ensuring each case moves forward effectively.<br>• Lead client consultations to identify objectives, explain legal options, address concerns, and develop practical strategies tailored to individual circumstances.<br>• Prepare and revise estate planning documents, legal correspondence, court filings, and petitions with a high level of accuracy and attention to detail.<br>• Represent clients in court proceedings and other formal matters related to trusts, estates, and probate cases.<br>• Direct and support staff involved in complex legal work to maintain timely service, strong coordination, and quality deliverables.<br>• Review case status regularly, identify next steps, and implement efficient plans that support positive client outcomes.<br>• Contribute to special projects and firm initiatives as needed to support operational and client service goals.<br>• Monitor assigned files closely to keep deadlines, documentation, and case progress on track through completion.
  • 2026-07-02T17:30:09Z
Financial Planning Manager | Established RIA Firm
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 175000.00 - 200000.00 USD / Yearly
  • <p>Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.</p><p>&#128205; Walnut Creek, CA (Hybrid – 2 days onsite)</p><p>&#128176; $175,000 – $220,000 base salary DOE</p><p>⏰ Family Fridays – the firm closes at 1PM every Friday</p><p>An established fee-based wealth management firm is seeking a Financial Planning Manager to lead and elevate its financial planning function. This is a highly visible leadership opportunity within a client-centric advisory environment serving high-net-worth and ultra-high-net-worth individuals and families.</p><p>The firm is known for delivering sophisticated investment management, disciplined financial planning, and white-glove client service. This role will partner closely with executive leadership and play a critical role in shaping the future of the planning department.</p><p><strong>What This Role Looks Like</strong></p><p>This position blends strategic leadership with hands-on execution. You will oversee complex financial planning engagements while helping standardize processes, mentor advisors, and drive operational excellence across the planning team.</p><p>You will:</p><ul><li>Lead and oversee the financial planning function</li><li>Build consistency and accountability across planning deliverables</li><li>Develop and mentor a high-performing planning team</li><li>Ensure planning work is accurate, timely, and strategically valuable</li><li>Improve workflows, systems, and planning processes</li><li>Partner closely with senior leadership on firm-wide initiatives</li></ul><p><strong>Responsibilities</strong></p><p>As the Financial Planning Manager, you will:</p><ul><li>Review and approve financial planning work</li><li>Require revisions and maintain planning quality standards</li><li>Redesign workflows and operational processes</li><li>Reassign responsibilities when necessary</li><li>Implement new planning standards and best practices</li><li>Address performance issues directly and constructively</li><li>Provide mentorship and leadership to financial planners and support staff</li><li>Support advanced client planning conversations involving tax, estate, retirement, and cash flow strategies</li></ul><p><br></p>
  • 2026-07-02T17:30:09Z
Payroll Administrator
  • Stockton, CA
  • onsite
  • Temporary to Hire
  • 28.50 - 33.00 USD / Hourly
  • <p>We are looking for a detail-oriented Payroll Administrator to join a reputable organization in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for someone who can manage payroll operations accurately and efficiently for a mid-sized employee population while maintaining compliance with reporting and wage requirements. The role is well suited to someone who is comfortable handling end-to-end payroll processing, supporting certified payroll needs, and working within Spectrum to keep payroll records current and reliable.</p><p><br></p><p>Responsibilities:</p><p>• Process complete payroll cycles for a workforce of approximately 101 to 500 employees, ensuring timely and accurate pay distribution.</p><p>• Maintain payroll records, earnings, deductions, and tax withholdings with a high degree of accuracy and confidentiality.</p><p>• Prepare and submit certified payroll documentation in accordance with project and regulatory requirements.</p><p>• Use Spectrum to enter, review, and reconcile payroll data while resolving discrepancies before final processing.</p><p>• Coordinate with internal teams to gather timekeeping details, verify payroll changes, and address employee pay-related questions.</p><p>• Review payroll reports regularly to confirm compliance with company policies, wage rules, and applicable labor regulations.</p><p>• Support audits and reporting requests by organizing payroll files and providing complete documentation when needed.</p>
  • 2026-06-10T20:53:43Z
Staff Accountant
  • Vacaville, CA
  • onsite
  • Permanent / Full Time
  • 75000.00 - 80000.00 USD / Yearly
  • <p>We are looking for a Staff Accountant to support property and entity-level accounting operations in Solano County, California. This role is ideal for a candidate who can manage recurring accounting activities, produce accurate reporting, and keep multiple priorities on schedule. The position offers the opportunity to contribute across property portfolios and privately held entities while maintaining strong financial controls and confidentiality.</p><p><br></p><p>Responsibilities:</p><p>• Oversee day-to-day accounting activities for properties managed both in-house and by third parties, including transaction processing, account monitoring, and regular financial reporting.</p><p>• Produce monthly financial statements and assist with the preparation of annual budgets to support timely and accurate business planning.</p><p>• Review, calculate, and reconcile tenant operating expense estimates and common area maintenance charges to ensure proper billing and year-end true-ups.</p><p>• Perform general ledger account reconciliations, investigate variances, and provide analytical support to strengthen the accuracy of financial records.</p><p>• Manage accounting responsibilities for multiple business entities, maintaining organized records and consistent reporting practices.</p><p>• Prepare and submit required annual information returns, including applicable 1099 filings, in accordance with reporting deadlines.</p><p>• Create and update written procedures to improve process clarity, support cross-training, and maintain continuity across accounting tasks.</p><p>• Share accounting processes and technical guidance with team members to promote understanding and consistent execution of established practices.</p><p>• Meet month-end close deadlines and complete assigned accounting projects within established timeframes while safeguarding sensitive financial information.</p>
  • 2026-06-24T00:33:41Z
Lease Associate
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 90000.00 - 110000.00 USD / Yearly
  • <p>Essential Duties and Responsibilities: This person will support the Lease Administrator, and property management functions by coordinating lease documentation, tracking key dates, and ensuring compliance with lease terms. This role acts as a liaison between property managers, brokers, tenants, legal teams, and accounting to ensure accurate and timely lease execution and administration.</p><p><br></p><p>Key Responsibilities</p><p>• Integrate AI into the Key Responsibilities and duties of lease management and reporting</p><p>• Interface with tenants, brokers, legal counsel, and internal teams to resolve lease-related issues </p><p>• Negotiate with tenants on renewals as designated by Management</p><p>• Work with the Lease Administrator to prepare, review, and process lease documents, including new leases, amendments, renewals, and terminations </p><p>• Track critical lease dates (e.g., expirations, rent escalations, options) and ensure timely action </p><p>• Maintain accurate lease data in lease management systems and digital files </p><p>• Assist with rent commencement, billing setup, and communication with accounting teams </p><p>• Monitor compliance with lease terms and flag discrepancies or issues </p><p>• Generate reports related to lease status, expirations, and financial obligations </p><p>• Assist with special projects, including portfolio transitions or system implementations· </p><p><br></p><p>Qualifications: </p><p>• Detail-oriented with strong data accuracy focus </p><p>• Ability to manage multiple deadlines and priorities </p><p>• Problem-solving and analytical thinking </p><p>• Strong coordination and follow-up skills </p><p>• Team-oriented with ability to work cross-functionally</p><p>• Ability to integrate AI into Documents review and abstracts, redlines</p><p>• Familiarity with lease terminology and commercial real estate practices </p><p>• Experience with lease management software (e.g., Yardi) is a plus </p><p>• Strong organizational skills and attention to detail </p><p>• Proficiency in Microsoft Excel and document management systems </p><p>• Excellent written and verbal communication skills </p><p><br></p><p>Standards: High standards of quality and accuracy; strong work ethic. </p><p><br></p><p><br></p>
  • 2026-07-02T17:38:45Z
Senior Accountant | Venture Capital
  • Walnut Creek, CA
  • remote
  • Permanent / Full Time
  • 100000.00 - 125000.00 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p>Senior Accountant- Management Company| Asset Management | San Francisco; Hybrid; *2 days Per Month</p><p> </p><p>A growing financial services organization is seeking an experienced <strong>Controller</strong> to lead accounting operations for a portfolio of management company clients within the venture capital and private equity industry. This position offers the opportunity to work closely with sophisticated investment firms while managing client relationships, accounting processes, and a team of accounting professionals.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting operations for multiple management company entities and client engagements.</li><li>Lead the onboarding of new clients, including implementation of accounting systems, workflows, and best practices.</li><li>Manage, mentor, and develop accounting staff, including senior and junior team members.</li><li>Review financial transactions, journal entries, account reconciliations, and supporting schedules for accuracy and completeness.</li><li>Oversee accounts payable, expense management, payroll processing, and related reporting activities.</li><li>Prepare and deliver monthly and quarterly financial reports to management and stakeholders.</li><li>Coordinate 1099 reporting and assist with federal, state, and local tax compliance requirements.</li><li>Support budgeting, forecasting, and financial planning initiatives.</li><li>Serve as the primary contact for client relationships, ensuring timely communication and exceptional service.</li><li>Partner with internal teams to reconcile intercompany transactions and resolve accounting discrepancies.</li><li>Respond to ad hoc financial, operational, and reporting requests from clients and leadership.</li></ul><p> </p>
  • 2026-07-11T01:33:39Z
Payroll Specialist
  • Sacramento, CA
  • onsite
  • Temporary / Contract
  • 30.09 - 34.84 USD / Hourly
  • We are looking for a detail-oriented Payroll Specialist to join our team in Sacramento, California on a Contract basis. This role will manage high-volume payroll operations across multiple states, ensure payroll records remain accurate and current, and support compliance requirements for both hourly and salaried union employees. The ideal candidate brings strong end-to-end payroll expertise, confidence working with certified payroll, and the ability to help stabilize payroll processes in a fast-moving environment.<br><br>Responsibilities:<br>• Administer weekly in-house payroll for a large employee population that includes both union hourly staff and salaried employees.<br>• Handle full-cycle payroll activities from data review and calculation through final processing, reconciliation, and record maintenance.<br>• Process payroll accurately across multiple states while following applicable wage, tax, and labor requirements.<br>• Bring delayed certified payroll reporting up to date and maintain timely submissions going forward.<br>• Support payroll administration related to employee medical leave and ensure proper pay handling and documentation.<br>• Maintain compliance-focused payroll records and resolve discrepancies by researching issues and coordinating corrections as needed.<br>• Assist with payroll setup and configuration activities within systems such as Viewpoint Vista, LCP Tracker, and related payroll platforms.<br>• Partner with internal stakeholders to improve payroll accuracy, strengthen controls, and keep payroll operations running efficiently.
  • 2026-07-10T17:44:57Z
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