<p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
<p>We are looking for an experienced CPA Tax Manager to join an expanding organization that offers an amazing career growth tracks! This firm is recognized for delivering high-quality tax and accounting services to an exclusive clientele, emphasizing personalized solutions and attention to detail. The role offers a collaborative environment, opportunities for career growth, and a focus on maintaining work-life balance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax returns for individuals, businesses (1120, 1120S, and 1065), and trusts.</p><p>• Offer strategic tax planning advice tailored to high-net-worth individuals and diverse businesses.</p><p>• Analyze and present financial data to clients and stakeholders with accuracy and clarity.</p><p>• Lead, mentor, and develop team members to foster a collaborative and growth-oriented workplace.</p><p>• Monitor changes in tax regulations and identify opportunities to enhance compliance and client benefits.</p><p>• Collaborate with colleagues to design innovative tax solutions that avoid unnecessary bureaucracy.</p><p>• Ensure effective use of tax software tools, optimizing workflows and data management.</p><p>• Assist with entity formation tasks and provide support for multi-state tax filings.</p><p>• Manage complex and consolidated tax returns while maintaining high standards of accuracy.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also)</p>
We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. <br><br>Responsibilities:<br>• Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns.<br>• Provide leadership and manage a team, ensuring efficient operations.<br>• Work closely with clients to address and resolve their inquiries and issues related to tax.<br>• Maintain CPA status in good standing and stay updated with the latest industry trends and regulations.<br>• Handle the preparation and review of audited financial statements.<br>• Manage annual income tax provision activities.<br>• Implement strategies to optimize tax processes and ensure compliance with laws and regulations.<br>• Maintain a flexible work schedule, particularly during the busy season.<br>• Foster a positive and collaborative work environment, promoting teamwork.<br>• Ensure the accuracy and integrity of all tax data and records.
<p>We are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving strategies for ultra-affluent clients, helping them achieve their charitable goals while aligning with their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management to deliver impactful solutions and provide high-level guidance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of comprehensive philanthropic plans tailored to individual client needs and visions.</p><p>• Build and nurture strong, detail-focused relationships with clients while delivering high-quality consulting services.</p><p>• Collaborate with internal teams, firm partners, and external advisors to create and implement strategies for charitable giving, entity structuring, and wealth transfer.</p><p>• Provide training and mentorship to team members, enhancing their ability to identify and act on philanthropic opportunities.</p><p>• Develop and manage project budgets, allocate resources effectively, and oversee the progress of philanthropy engagements.</p><p>• Evaluate the outcomes and effectiveness of charitable contributions, ensuring alignment with clients’ objectives.</p><p>• Partner with firm leadership to establish and implement best practices for philanthropic planning and client services.</p><p>• Contribute to recruitment efforts and assist in building a skilled and knowledgeable team.</p><p>• Maintain expertise in tax implications, estate planning, and succession strategies to inform client solutions.</p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a team-based wealth advisory environment. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to grow their careers in financial planning, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
We are looking for an experienced Billing Office Manager to oversee medical billing operations, manage staff, and ensure compliance with regulatory standards. This role is essential in maintaining efficient workflows, accurate billing processes, and timely payments while fostering collaboration across internal and external stakeholders. Key Duties and Responsibilities: Supervise and manage staff responsible for medical billing and patient accounting tasks. Ensure accurate and timely billing that aligns with organizational goals. Monitor workflows and collaborate with insurance providers, collection agencies, admitting departments, physicians, and auditors to address billing and account-related issues. Resolve patient account concerns diplomatically while adhering to established internal guidelines. Stay knowledgeable about third-party reimbursement policies, contracts, and healthcare regulations (e.g., HMOs, PPOs). Optimize department operations by effectively utilizing billing systems and implementing process improvements. Forecast staffing needs, balance workloads, and employ part-time assistance when required. Regularly prepare and present statistical reports to the CFO. Foster communication between cross-functional teams, including accounts receivable, registration, and health information. <br> Posted by Recruiting Director Scott G. Moore
<p>We are looking for a detail-oriented Accounting Manager or Controller to lead financial operations and ensure accuracy in reporting. Based in San Juan Bautista, California, this role requires a strong understanding of reconciliation, general ledger management, and financial systems. The ideal candidate will excel in overseeing month-end processes and driving efficiency in accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage account reconciliations, ensuring all discrepancies are resolved promptly.</p><p>• Conduct detailed balance sheet reconciliations to maintain financial accuracy.</p><p>• Supervise bank reconciliation processes and ensure timely updates to financial records.</p><p>• Manage and maintain the general ledger, guaranteeing all entries are accurate and complete.</p><p>• Prepare and review journal entries to support month-end close procedures.</p><p>• Lead month-end close activities, ensuring deadlines are met and financial statements are accurate.</p><p>• Utilize financial systems such as NetSuite, Oracle, and SAP to streamline accounting operations.</p><p>• Analyze financial data to identify trends and provide actionable recommendations.</p><p>• Collaborate with cross-functional teams to improve accounting workflows and processes.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)</p>
<p>We are looking for a skilled and motivated Assistant Controller to join our manufacturing team in Salinas, California. This role is essential in ensuring the accuracy and efficiency of financial operations, providing strategic insights to support business decisions, and maintaining compliance with industry standards. The ideal candidate will bring strong leadership abilities, expertise in accounting, and understanding of manufacturing processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee financial operations, ensuring accuracy and adherence to compliance standards.</p><p>• Prepare and manage month-end and year-end closing processes, including journal entries and account reconciliations.</p><p>• Develop and maintain financial forecasts, budgets, and variance analyses to guide decision-making.</p><p>• Collaborate with leadership to analyze financial data and recommend strategies for cost optimization and profitability.</p><p>• Monitor inventory accounting, cost of goods sold, and overhead allocation within manufacturing operations.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with tax regulations.</p><p>• Supervise and mentor accounting staff, fostering growth and development.</p><p>• Partner with external auditors to manage audit processes and ensure regulatory compliance.</p><p>• Identify opportunities for process improvements within the finance department and implement effective solutions.</p><p>• Work closely with cross-functional teams to align financial strategies with operational goals.</p><p><br></p><p>Posted by Director of Recruiting Scott Moore</p>
<p>We are looking for an experienced Accounting Supervisor to lead the financial operations of our organization in Monterey, California. This role involves managing various accounting functions, ensuring compliance with legal standards, and delivering accurate financial reports. The ideal candidate will bring expertise in accounting for detail-oriented services, trust account management, and regulatory compliance, preferably within a law firm environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting operations, including accounts payable and receivable, general ledger management, billing, collections, and bank reconciliations.</p><p>• Ensure compliance with trust account regulations and state bar rules by managing client trust accounts effectively.</p><p>• Coordinate monthly and annual financial closing processes, producing timely and accurate financial reports.</p><p>• Collaborate on budgeting, forecasting, and financial analysis to support strategic planning.</p><p>• Monitor and improve internal accounting controls, policies, and procedures.</p><p>• Supervise and mentor accounting staff by assigning tasks, providing training, and conducting performance evaluations.</p><p>• Liaise with external tax professionals, banking institutions, and regulatory agencies to ensure compliance.</p><p>• Manage cash flow, prepare financial statements, and oversee the firm’s financial reporting systems.</p><p>• Evaluate and recommend financial software solutions, including legal accounting tools like QuickBooks, Elite, Aderant, or Centerbase.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore</p>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
We are looking for a dedicated Accounting Manager to join our team in Salinas, California. This Contract-to-permanent position offers an opportunity to oversee key financial operations, including accounts payable and receivable, while collaborating with leadership on budgeting and financial analysis. If you have strong supervisory skills and a passion for streamlining processes, this role will allow you to make a meaningful impact.<br><br>Responsibilities:<br>• Manage and supervise all aspects of accounts payable, ensuring timely payment of monthly bills, contract analysis, and integration with the general ledger.<br>• Oversee accounts receivable processes, including government contracts, private payments, grants, and rental income, while ensuring accurate reconciliation and ledger integration.<br>• Lead and train AP and AR staff, handling hiring, performance evaluations, and ongoing development of accounting team members.<br>• Assist in preparing annual budgets and conducting monthly financial analyses, including the creation of detailed reports.<br>• Monitor and enforce accounting policies and procedures, recommending efficiency improvements where necessary.<br>• Maintain and update the fixed assets ledger to ensure accurate tracking and reporting.<br>• Ensure cross-training among accounting staff to maintain workflow continuity during leaves or absences.<br>• Provide backup support for accounting processes and complete additional tasks as assigned.<br>• Supervise and evaluate subordinate employees, making recommendations to support their growth and development.
<p>We are looking for a detail-oriented Staff Accountant to join our team in Monterey, California. In this role, you will manage a variety of accounting tasks to ensure the accuracy and integrity of our financial records. You will play a key role in maintaining compliance with organizational policies while supporting audits and financial reporting processes.</p><p><br></p><p>Responsibilities:</p><p>• Review and verify paid invoices to ensure proper documentation and accuracy.</p><p>• Prepare billing statements for County contracts and various grants.</p><p>• Apply cash payments and reconcile assigned general ledger accounts.</p><p>• Collaborate with auditors during agency audits and provide necessary documentation.</p><p>• Prepare comprehensive financial statements and ensure payroll accuracy.</p><p>• Record all agency transactions in compliance with organizational policies.</p><p>• Assist in the development and maintenance of financial reporting systems.</p><p>• Maintain regular backups of accounting data and financial worksheets.</p><p>• Respond to inquiries regarding organizational policies and procedures.</p><p>• Support continuous improvement initiatives within the accounting team.</p><p><br></p><p>Posted by Staffing Director Scott Moore</p>
<p><strong>Lead Planner</strong></p><p>Are you an experienced financial advisor who thrives on building deep, trusted relationships and delivering exceptional service? Join a values-driven team that believes in simplifying the complex, making a meaningful impact, and helping clients live wealthier, more balanced lives.</p><p><br></p><p><strong>About the Role</strong></p><p>This opportunity is ideal for a dynamic professional who excels at holistic wealth management and thrives in a collaborative, client-first environment. As a Lead Planner, you’ll be responsible for managing and retaining client relationships, coaching Associate Planners, and delivering comprehensive financial planning that aligns with each client’s unique goals and values.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead the development of financial plans, estate maps, cash flow analyses, and strategic planning documents.</li><li>Provide objective, personalized financial advice across investment management, estate planning, tax strategy, and philanthropic goals.</li><li>Deepen relationships with clients and their external advisors (CPAs, attorneys, etc.).</li><li>Oversee client meetings, follow-ups, and execution of action items.</li><li>Collaborate with internal teams to ensure seamless service delivery and investment implementation.</li><li>Mentor Associate Planners and support their professional growth.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards.</li><li>Contribute to strategic initiatives across planning, investments, and business development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
Our organization thrives on innovation, collaboration, and operational excellence. We are dedicated to delivering high-quality products to a global market and fostering a culture of growth, integrity, and teamwork. To support our expansion, we are seeking a highly skilled Accounting Manager to bolster our financial operations. Job Description: As the Accounting Manager, you will oversee and enhance our accounting processes, with a particular focus on cost accounting, ERP systems, and inventory management. This role is vital to our financial strategy, ensuring accurate and timely financial reporting while providing insights to enhance organizational decision-making. The ideal candidate thrives in a fast-paced manufacturing environment and possesses a strong mix of technical and leadership expertise. <br> Key Responsibilities: Oversee all aspects of the company’s accounting operations, including responsibilities in cost accounting, general ledger management, and financial reporting. Perform detailed cost accounting functions to ensure product cost accuracy, analyze cost variances, and provide recommendations for cost optimization. Manage and maintain the company’s inventory accounting processes, verifying accuracy in reporting, reconciliation, and analysis of inventory movement. Utilize and enhance the ERP system to streamline accounting processes, implement process improvements, and ensure proper integration with manufacturing and inventory systems. Supervise, mentor, and lead accounting staff, ensuring cross-functional collaboration with other departments (production, operations, etc.) to achieve company financial goals. Create, manage, and present financial statements in compliance with GAAP standards. Assist in budgeting, forecasting, and financial analysis to identify cost-saving opportunities and operational efficiencies. Implement and monitor internal controls to ensure regulatory compliance and protect company assets. Collaborate with internal and external auditors to support periodic audits and ensure compliance with financial regulations. Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)
<p>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
<p><strong>Financial Planner – Financial Advisory | San Francisco Bay Area</strong></p><p>A values-driven wealth advisory firm is seeking an experienced <strong>Financial Planner </strong>to join its team. This is a high-impact opportunity for a experienced advisor to lead client relationships, mentor entry-level team members, and deliver holistic financial planning in a collaborative, service-oriented environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Financial Planner, you’ll manage and retain client relationships, develop personalized financial strategies, and mentor Associate Planners. You’ll collaborate with internal teams and external advisors to deliver comprehensive planning across investments, estate, tax, and philanthropic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead client relationship management and strategic financial planning</li><li>Prepare and review financial documents, cash flow analyses, and portfolio reports</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.)</li><li>Oversee investment policy execution and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate reporting</li><li>Coach and develop Associate Wealth Architects</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a client-first philosophy</li><li>Collaborative team culture focused on growth and well-being</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p><strong>Financial Planner – Wealth Advisory | San Francisco Bay Area</strong></p><p>A purpose-driven wealth management firm in the Bay Area is seeking a <strong>Financial Planner</strong> to join its collaborative and client-centric team. This is a high-impact opportunity for an experienced advisor to lead client relationships, mentor associate team members, and deliver comprehensive financial planning in a values-based environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Financial Planner, you’ll serve as a trusted advisor to clients, crafting personalized strategies that align with their financial goals and life values. You’ll work closely with internal teams and external professionals to deliver holistic planning across investments, estate, tax, and philanthropic objectives—while also guiding and developing Associate Planners.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and manage client relationships with a focus on long-term trust and strategic planning</li><li>Develop and present customized financial plans, cash flow analyses, and portfolio reviews</li><li>Collaborate with CPAs, attorneys, and internal specialists to ensure integrated advice</li><li>Oversee investment policy implementation and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate, timely reporting</li><li>Mentor and coach Associate Wealth Architects to support their professional growth</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives and innovation</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a strong client-first philosophy</li><li>Supportive, collaborative culture focused on personal and professional growth</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul><p><strong>Interested?</strong></p><p>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to hear from you.</p>
We are looking for a detail-oriented Project Accountant to join our team in Sunnyvale, California. In this role, you will be responsible for managing key financial processes, ensuring accurate reporting, and maintaining compliance with project budgets and schedules. The ideal candidate will bring expertise in cost accounting and construction-related financial operations.<br><br>Responsibilities:<br>• Process subcontractor billings and material invoices on a bi-monthly and monthly basis.<br>• Develop and maintain organized files, forms, purchase orders, subcontract documentation, meeting minutes, and other relevant records.<br>• Support client billing processes and prepare quarterly accounting reports for the corporate office.<br>• Collaborate with the lead project accountant to obtain tax documentation for subcontract billing cycles and owner tax exemption requirements.<br>• Monitor project data to ensure compliance with established budgets and schedules.<br>• Track and report key accounting indicators to provide insights into project performance.<br>• Manage technical information to support project delivery and resolve challenges effectively.<br>• Oversee copying, filing, and distribution of jobsite correspondence.<br>• Utilize advanced Microsoft Excel functions, such as pivot tables and data analysis, to streamline reporting.
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
<p>We are looking for a dedicated Plant Controller to join our team in Salinas, California. This role involves overseeing key accounting operations, including accounts payable, accounts receivable, inventory management, and general ledger functions, while ensuring compliance with financial standards. The ideal candidate will play a critical role in supporting audits, preparing detailed reports, and collaborating across departments to drive operational and financial improvements.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate and timely monthly and annual financial statements to ensure proper reporting.</p><p>• Analyze financial variances and provide management with actionable insights and recommendations.</p><p>• Partner with operations and production teams to identify inefficiencies, improve processes, and conduct complex financial analyses.</p><p>• Implement and monitor internal controls to safeguard company assets and maintain reporting integrity.</p><p>• Provide financial consultation and education to department leaders to support informed decision-making.</p><p>• Supervise, train, and mentor accounting staff to ensure efficiency and accuracy in their work.</p><p>• Reconcile balance sheet accounts to maintain accurate financial records.</p><p>• Manage the period-end closing process, ensuring adherence to deadlines.</p><p>• Develop forecasts for income statements, balance sheets, and cash flow projections.</p><p>• Collaborate with IT to address system issues and enhance business systems for evolving needs.</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
