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40 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. Responsibilities: • Direct daily property activities across assigned residential and commercial sites, ensuring operations, administration, and upkeep are completed effectively. • Assist with budget planning, expense tracking, rent processing, and financial forecasting to help maintain strong property performance. • Address tenant concerns promptly, coordinate resolutions, and monitor vacant spaces to support occupancy readiness and resident satisfaction. • Oversee maintenance requests and vendor work, confirming repairs and building services are completed to expected standards. • Support leasing efforts by preparing documentation, coordinating lease administration, and assisting with discussions on rental terms. • Help enforce occupancy guidelines, site policies, and applicable procedures to maintain well-managed properties. • Monitor safety and security measures, work with external service providers when needed, and respond appropriately to urgent property issues. • 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. Responsibilities: • Respond to customer questions and service requests through email and other communication channels with professionalism and accuracy. • Guide clients through routine issues, providing clear solutions that improve satisfaction and strengthen the overall customer experience. • Maintain organized records of interactions, updates, and follow-up actions using standard office tools and internal tracking methods. • Support Spanish-speaking customers by delivering clear communication and ensuring they receive timely assistance. • Review customer information carefully, complete basic calculations when needed, and process service-related details with accuracy. • Partner with internal team members to address concerns, share updates, and help create a consistent support experience. • 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
Join our Full-Time Engagement Professionals practice as an Accounting Clerk, 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 For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Key Responsibilities<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

Administrative Assistant

Sacramento, CA
onsite
Temporary / Contract
25.00 - 30.00 USD / Hourly
Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant with strong knowledge of quality assurance (QA) and food safety standards to support our Quality Assurance team in a fast-paced food production / manufacturing environment. This role combines traditional administrative support with specialized assistance in maintaining compliance with food safety regulations, documentation control, and quality systems.The ideal candidate is proactive, thrives in a regulated industry, and has a solid understanding of food safety principles such as HACCP, FSMA, GMPs, SQF, or BRC standards.Key ResponsibilitiesAdministrative Duties<ul><li>Provide comprehensive administrative support to the Quality Assurance and Food Safety teams</li><li>Manage calendars, schedule meetings, coordinate travel arrangements, and handle correspondence</li><li>Prepare, organize, and distribute reports, presentations, and meeting materials</li><li>Maintain and update departmental databases, filing systems, and document control procedures</li><li>Assist with audit preparation and coordinate internal/external audits</li><li>Handle incoming calls, visitor coordination, and general office support</li></ul>Quality Assurance & Food Safety Support<ul><li>Maintain and organize food safety and quality records, including HACCP plans, prerequisite programs, corrective action reports, and verification documents</li><li>Assist in monitoring and tracking compliance with food safety regulations (FSMA, FDA, USDA, etc.)</li><li>Support the development, revision, and distribution of Standard Operating Procedures (SOPs) and work instructions</li><li>Track and report key quality metrics, non-conformances, and corrective/preventive actions (CAPA)</li><li>Help coordinate employee food safety training sessions and maintain training records</li><li>Support mock recalls, traceability exercises, and supplier documentation reviews</li><li>Assist with environmental monitoring programs, pest control records, and sanitation documentation</li><li>Prepare documentation for third-party audits and regulatory inspections</li></ul>
2026-06-04T18:58:44Z

Accounts Receivable Specialist

Concord, CA
onsite
Permanent / Full Time
25.50 - 32.50 USD / Hourly
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. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Key Responsibilities:<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>
2026-07-02T17:58:42Z

Customer Service Representative

Sacramento, CA
onsite
Temporary to Hire
28.00 - 31.00 USD / Hourly
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. Responsibilities:• Manage customer purchase orders from entry through fulfillment, ensuring information is complete, accurate, and updated in internal systems.• Partner with teams across operations, quality, production, regulatory, and logistics to address service issues and keep customers informed on progress.• Maintain organized records of customer interactions, order details, account documentation, and related communications.• Provide clear updates on inventory availability, expected delivery timing, shipment progress, and any supply constraints that may affect customer orders.• Research service concerns, order discrepancies, and customer complaints, then work toward prompt and thorough resolution.• Support the setup of new customer accounts by gathering required documentation and assisting with onboarding activities.• Follow company policies, regulatory expectations, and quality standards in every customer interaction and transaction.• Escalate product complaints, quality-related matters, adverse events, and compliance issues through the appropriate reporting channels.• Contribute to reporting efforts, customer feedback initiatives, and process improvement activities that strengthen service performance.• Build working knowledge of pharmaceutical products, service procedures, and applicable regulatory requirements to support customers effectively.
2026-07-08T19:38:09Z

Trust and Estates Attorney

Walnut Creek, CA
remote
Temporary / Contract
70.00 - 80.00 USD / Hourly
A Walnut Creek-based law firm with a practice spanning both trust & estate litigation and transactional matters is seeking an attorney to join the team on a hybrid contract basis, with the potential for conversion. This role is designed to provide immediate coverage support and offers flexibility for an attorney who leans more heavily toward either litigation or transactional work, with a preference for exposure to both. Responsibilities<ul><li>Support attorneys on trust & estate litigation matters, including case strategy, pleadings, discovery, and court filings</li><li>Assist with transactional trust & estate work, including drafting estate planning documents and trust administration support</li><li>Manage caseloads and deadlines, ensuring timely and accurate completion of assignments</li><li>Conduct legal research and draft correspondence, memoranda, and client communications</li><li>Collaborate with attorneys and staff across both litigation and transactional matters as needed</li><li>Step in to provide immediate support on active matters to help manage workflow demands</li></ul>
2026-06-19T17:08:44Z

Staff Accountant

Danville, CA
onsite
Permanent / Full Time
28.50 - 38.50 USD / Hourly
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. To apply, Connect with me on LinkedIn (Tawnia Kirshen) and send your resume directly. I look forward to connecting! Staff Accountant Key Responsibilities:· Perform month-end closings, reconciliations, and financial reporting.· Support accounts payable, accounts receivable, and general ledger functions.· Ensure compliance with accounting standards and company policies.· Assist with audits and special accounting projects as needed.· Collaborate with teams across various departments to meet deadlines and objectives effectively.
2026-07-02T18:04:11Z

Accounts Payable Specialist

Concord, CA
remote
Temporary / Contract
25.00 - 35.00 USD / Hourly
We are seeking a detail-oriented Accounts Payable Specialist with experience handling full-cycle accounts payable 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.Key Responsibilities:<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>
2026-07-03T01:48:39Z

Staff Accountant

Concord, CA
onsite
Permanent / Full Time
28.50 - 38.50 USD / Hourly
Advance your accounting career with Robert Half's Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while gaining experience through diverse, high-impact client assignments across the East Bay. To apply, Connect with me on LinkedIn (Tawnia Kirshen) and send your resume directly. I look forward to connecting! Key Responsibilities:· Perform month-end closings, reconciliations, and financial reporting.· Support accounts payable, accounts receivable, and general ledger functions.· Ensure compliance with accounting standards and company policies.· Assist with audits and special accounting projects as needed.· Collaborate with teams across various departments to meet deadlines and objectives effectively.
2026-07-02T18:04:11Z

Attorney/Lawyer

Sacramento, CA
onsite
Permanent / Full Time
150000.00 - 190000.00 USD / Yearly
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. Responsibilities:• Represent clients in business and environmental litigation matters, ensuring their legal interests are protected.• Draft pleadings, motions, and briefs with precision and clarity to advance case strategies.• Conduct thorough legal research to support case arguments and develop compelling legal positions.• Manage discovery processes, including drafting and responding to discovery requests.• Collaborate with colleagues and clients to develop effective legal strategies that align with client goals.• Participate in motion practice and court proceedings, presenting arguments and advocating for clients.• Maintain high standards of client communication and service, addressing concerns and meeting deadlines.• Analyze complex legal issues and offer strategic advice to clients and team members.• Stay updated on relevant laws and regulations, particularly in business and environmental litigation.• Contribute to the firm's collegial and team-oriented culture through active engagement and collaboration.
2026-06-11T18:44:10Z

Financial Advisor

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | Walnut Creek | Hybrid, 2-3 Days onsite 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-02T17:30:09Z

Medical Coder

Sacramento, CA
onsite
Temporary to Hire
28.50 - 38.00 USD / Hourly
We are looking for a Medical Coder to join a healthcare organization in Sacramento, California in a Contract to permanent capacity. In this role, you will translate clinical documentation into accurate diagnostic and procedural codes that support compliant billing and reimbursement. This opportunity is ideal for someone who can balance productivity with precision while working closely with providers and revenue cycle partners. Responsibilities: • Examine clinical records and determine the correct diagnosis and procedure codes for charge capture within required turnaround times. • Apply ICD-10, CPT, and evaluation and management coding standards to physician and provider documentation with a strong focus on accuracy and compliance. • Sequence diagnoses and procedures appropriately to support ethical billing practices and proper reimbursement outcomes. • Investigate complex, uncommon, or unclear cases to identify the most accurate coding approach using current industry guidance and reference tools. • Recognize services that require billing modifiers, including special reporting situations, and ensure they are reflected correctly on coded encounters. • Communicate with physicians and other providers to resolve incomplete, conflicting, or ambiguous documentation before finalizing codes. • Monitor accounts with missing documentation and follow through to help move encounters toward accurate coding and billing completion. • Support claims follow-up activities by addressing coding edits, denials, audit requests, and other reimbursement-related inquiries. • Contribute to compliance reviews, internal audits, and ongoing education efforts while staying current on regulatory and payer guideline updates.
2026-06-05T17:08:46Z

Medical Billing Specialist

French Camp, CA
onsite
Temporary to Hire
20.90 - 24.20 USD / Hourly
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. Responsibilities:• Handle specialized and intricate billing processes, including accounts receivable and appeals management.• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.For immediate consideration please contact Cortney at 209-225-2014
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
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Are you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career? This is a unique opportunity to leverage your tax expertise while expanding into financial planning and wealth management—without the stress of building a book of business or surviving another endless busy season.💰 Great Base + Bonus📍 San Ramon Why this opportunity stands outThis 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.No prospecting. No cold calling. The firm brings you the clients so you can focus on what you do best. What you'll do✔ Identify proactive tax planning opportunities by reviewing client tax returns✔ Prepare tax projections and multi-year planning strategies✔ Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies✔ Participate in client meetings alongside advisors✔ Build cash flow analyses and financial planning recommendations✔ Collaborate with CPAs, EAs, and other client advisors
2026-07-08T17:58:38Z

Assistant Controller

Concord, CA
onsite
Permanent / Full Time
120000.00 - 140000.00 USD / Yearly
Key Responsibilities • Assist in managing monthly, quarterly, and annual close processes • Prepare and review financial statements and supporting schedules • Prepare and maintain project proformas and perform profit reconciliations • Assist in preparation of financial projections • Ensure GAAP compliance across multiple related entities • Support lender reporting and annual external audits • Oversee land development and construction job cost accounting • Monitor capitalization of project costs and related expense recognition • Develop and maintain project budgets • Perform budget-to-actual and cost-to-complete analyses • Partner with operations to ensure accurate cost tracking and forecasting • Support tracking of infrastructure costs eligible for reimbursement • Utilize ERP systems to improve consistency, accuracy, and efficiency in financial reporting • Strong preference for experience with Newstar Constellation Systems • If no Newstar experience, prior experience with another construction/homebuilding ERP is required • Advanced Excel modeling and financial analysis • Manage complex intercompany transactions and shared cost allocations • Assist in strengthening internal controls and accounting procedures • Participate in process improvement initiatives Required Qualifications • Bachelor’s degree in Accounting or Finance • 2-5 years of public accounting experience focused on audit and review engagements • Prior homebuilding or construction accounting experience (required) • Experience with land development and construction accounting, job costing, and developing project budgets (required) • Strong technical knowledge of GAAP • Possess exceptional interpersonal, written, and verbal communication skills • Advanced Excel proficiency • Ability to multitask, prioritize and manage time effectively in a deadline driven environment Preferred Qualifications • Experience with Newstar Constellation Systems • CPA (active or inactive) • Experience working in a multi-entity or intercompany environment • Exposure to Community Facilities District (CFD) cost tracking and municipal reporting processes
2026-06-08T15:43:46Z

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. Responsibilities: • Manage leave administration processes, ensuring compliance with state and federal leave policies. • Support recruitment efforts by posting job requisitions, reviewing applications, and coordinating interview schedules. • Provide assistance with HR administrative tasks, including maintaining employee records and generating reports. • Collaborate on special HR projects to improve processes and enhance employee engagement. • Serve as a resource for managers and employees regarding HR policies and procedures. • Utilize HRIS systems, such as Workday, to manage and update employee data. • Assist in onboarding new hires, ensuring a smooth transition into the organization. • Address basic employee relations inquiries and escalate complex issues as needed. • 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. Responsibilities: • Review insurance plans and benefit details to verify coverage for scheduled procedures prior to service. • Interpret payer agreements to identify allowable amounts and support accurate pre-service financial estimates. • Calculate anticipated patient costs by evaluating copays, deductibles, coinsurance, and out-of-pocket limits. • Explain benefit information and estimated balances to patients in a clear, thorough, and supportive manner. • Coordinate with team members and internal departments to resolve verification questions and maintain workflow efficiency. • Manage a steady volume of verification activity while meeting turnaround expectations and quality standards. • Document verification findings accurately to support claims processing and patient billing follow-up. • 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
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. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-06-12T15:48:42Z

Sr. Accountant

Sacramento, CA
onsite
Temporary / Contract
34.04 - 39.41 USD / Hourly
We are looking for an experienced Sr. Accountant to join a California team in a contract position. This role will support core accounting operations across revenue, deferred revenue, general ledger activity, intercompany accounting, and financial reporting. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to manage close processes, reconciliations, and reporting responsibilities with accuracy and independence. Responsibilities: • Evaluate customer contracts and unique billing terms to help ensure invoices and revenue recognition are recorded correctly. • Reconcile dues, cash activity, deferred balances, and ledger transactions while preparing journal entries to support accurate accounting records. • Create detailed journal entries and supporting workpapers, and contribute to monthly close by delivering schedules, analysis, and documentation on time. • Investigate account variances and reconciliation issues, identify root causes, and resolve discrepancies with minimal oversight. • Assist with preparation of financial statements and internal management reporting by organizing accurate and complete accounting data. • Manage accounting activities related to assigned grants and foundation-related deferred revenue, including monthly intercompany reconciliations. • Provide support for audits, tax-related requests, and budget preparation for multiple entities by compiling schedules and responding to documentation needs. • Strengthen accounting operations by helping document procedures, improve internal controls, and provide backup support for banking, payables, and receivables functions. • Offer guidance to entry-level accounting team members and contribute to other accounting priorities as business needs evolve.
2026-06-04T16:05:02Z

Financial Planner

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week 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. 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. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
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. Responsibilities: • Manage trust, estate, and probate matters from initial evaluation through final resolution, ensuring each case moves forward effectively. • Lead client consultations to identify objectives, explain legal options, address concerns, and develop practical strategies tailored to individual circumstances. • Prepare and revise estate planning documents, legal correspondence, court filings, and petitions with a high level of accuracy and attention to detail. • Represent clients in court proceedings and other formal matters related to trusts, estates, and probate cases. • Direct and support staff involved in complex legal work to maintain timely service, strong coordination, and quality deliverables. • Review case status regularly, identify next steps, and implement efficient plans that support positive client outcomes. • Contribute to special projects and firm initiatives as needed to support operational and client service goals. • 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
Reach out to Jennifer Fukumae on LinkedIn for quickest consideration.📍 Walnut Creek, CA (Hybrid – 2 days onsite)💰 $175,000 – $220,000 base salary DOE⏰ Family Fridays – the firm closes at 1PM every FridayAn 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.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.What This Role Looks LikeThis 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.You will:<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>ResponsibilitiesAs the Financial Planning Manager, you will:<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>
2026-07-02T17:30:09Z

Payroll Administrator

Stockton, CA
onsite
Temporary to Hire
28.50 - 33.00 USD / Hourly
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. Responsibilities:• Process complete payroll cycles for a workforce of approximately 101 to 500 employees, ensuring timely and accurate pay distribution.• Maintain payroll records, earnings, deductions, and tax withholdings with a high degree of accuracy and confidentiality.• Prepare and submit certified payroll documentation in accordance with project and regulatory requirements.• Use Spectrum to enter, review, and reconcile payroll data while resolving discrepancies before final processing.• Coordinate with internal teams to gather timekeeping details, verify payroll changes, and address employee pay-related questions.• Review payroll reports regularly to confirm compliance with company policies, wage rules, and applicable labor regulations.• Support audits and reporting requests by organizing payroll files and providing complete documentation when needed.
2026-06-10T20:53:43Z

Legal Assistant

Auburn, CA
remote
Temporary / Contract
22.00 - 25.00 USD / Hourly
We are seeking a detail-oriented Legal Assistant to support attorneys and legal staff in a fast-paced office environment. The ideal candidate will have strong organizational skills, excellent communication abilities, and experience handling administrative and legal support functions. This role requires the ability to manage multiple priorities, maintain confidentiality, and provide exceptional client service.Key Responsibilities<ul><li>Prepare, edit, proofread, and format legal documents, correspondence, and reports.</li><li>Manage attorney calendars, schedule meetings, hearings, depositions, and client appointments.</li><li>Coordinate court filings, including electronic filing (e-filing) and service of legal documents.</li><li>Maintain and organize physical and electronic case files.</li><li>Communicate with clients, courts, opposing counsel, and vendors in a professional manner.</li><li>Assist with document management, records requests, and discovery preparation.</li><li>Track deadlines and ensure timely completion of legal filings and case-related activities.</li><li>Handle incoming calls, emails, and correspondence while maintaining confidentiality.</li><li>Provide general administrative support, including data entry, filing, and document preparation.</li></ul>
2026-06-22T16:23:42Z