<p>Robert Half is a global leader in professional staffing services, helping businesses connect with high-caliber professionals across accounting and finance roles. We are currently working with a client in San Diego, CA, to find a skilled Bookkeeper with a passion for accurate financial recordkeeping and organizational excellence. The Bookkeeper will be responsible for managing day-to-day financial transactions, maintaining accurate financial records, and ensuring the smooth operation of the organization's accounting functions. A successful candidate will bring attention to detail, excellent organizational skills, and problem-solving abilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Record and manage daily financial transactions, including accounts payable, accounts receivable, and general ledger entries.</li><li>Reconcile bank and credit card statements to ensure accuracy.</li><li>Monitor cash flow and prepare necessary financial reports for management.</li><li>Process payroll accurately and on schedule, ensuring compliance with local laws.</li><li>Maintain organized records of financial transactions, invoices, and receipts.</li><li>Assist in preparing financial statements, budgets, and forecasting as needed.</li><li>Evaluate and address account discrepancies through research and communication with stakeholders.</li><li>Support month-end and year-end closing processes in collaboration with senior accounting personnel.</li></ul><p><br></p>
<p>A local non-profit organization in Kearny Mesa is seeking a Bilingual Call Center Representative to join their team. This role is ideal for someone who is passionate about helping people and thrives in a fast-paced, high-volume call center environment. You will be the first point of contact for individuals seeking assistance and resources, making a meaningful impact in the community every day.</p><p>Key Responsibilities:</p><ul><li>Answer a high volume of inbound calls in both English and Spanish, providing compassionate and professional support.</li><li>Listen to callers’ needs and connect them with appropriate services and resources.</li><li>Accurately document all interactions and case details in the CRM system.</li><li>Follow up on inquiries and ensure resolution in a timely manner.</li><li>Maintain a positive and empathetic attitude while handling challenging situations.</li></ul><p><br></p>
<p>We are looking for an organized and proactive Office Manager to oversee daily administrative and operational functions in our San Diego, California office. This Contract to permanent position is ideal for a resourceful individual who thrives in a dynamic setting, enjoys managing diverse tasks, and takes pride in creating an efficient and welcoming workplace.</p><p><br></p><p>Responsibilities:</p><p>• Manage day-to-day office operations to ensure a well-organized and efficient environment.</p><p>• Spearhead an office move, including all logistics and implementation of new onsite vendors</p><p>• Coordinate celebrations and events, including staff birthdays, anniversaries, and team activities.</p><p>• Monitor and manage office supplies, equipment, and inventory, handling orders and repairs promptly.</p><p>• Maintain cleanliness of common areas and office equipment, ensuring a tidy workspace.</p><p>• Provide administrative support to leadership and teams, including scheduling, document preparation, and correspondence.</p><p>• Organize onboarding processes for new hires, including workspace setup, access credentials, and orientation materials.</p><p>• Update company website and social media accounts with relevant content and announcements.</p><p>• Create and edit marketing materials, presentations, and internal documents.</p><p>• Deliver basic IT support by troubleshooting hardware and software issues and liaising with external IT vendors.</p><p>• Lead special projects and support cross-department initiatives as needed.</p>
We are looking for a detail-oriented and dependable Receptionist to join our team on a contract basis in San Diego, California. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth day-to-day operations in a small office environment. The ideal candidate will bring relevant experience and a few years of expertise, making them comfortable handling a variety of administrative and customer-facing tasks.<br><br>Responsibilities:<br>• Greet visitors and clients with a detail-oriented approach and direct them to the appropriate personnel.<br>• Manage a multi-line phone system, answering inbound calls and routing them efficiently.<br>• Provide administrative support, including scheduling meetings and maintaining office supplies.<br>• Handle switchboard operations for up to 10 lines, ensuring seamless communication.<br>• Assist with basic data entry and document management tasks.<br>• Utilize platforms like Salesforce to organize and maintain customer information.<br>• Ensure the reception area remains clean and welcoming at all times.<br>• Adhere to business casual dress codes, maintaining a detail-oriented appearance.<br>• Support the team with ad hoc administrative duties as needed.
<p><strong>About the Company:</strong></p><p> Our client is an innovative leader in the medical device industry, committed to improving patient outcomes through cutting-edge technology. They foster a collaborative and high-performing culture that values excellence, innovation, and integrity.</p><p><strong>Position Overview:</strong></p><p> We are seeking a highly organized, proactive, and experienced Senior Executive Assistant to support the C-Suite. The ideal candidate will be a trusted partner who can anticipate needs, manage complex schedules, and ensure seamless operations for senior executives. This role requires discretion, professionalism, and the ability to thrive in a fast-paced, dynamic environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide comprehensive administrative support to C-Suite executives, including calendar management, travel arrangements, and expense reporting.</li><li>Coordinate and manage meetings, agendas, and executive communications with internal and external stakeholders.</li><li>Draft, edit, and proofread correspondence, presentations, and reports with a high level of accuracy and professionalism.</li><li>Serve as a liaison between executives, employees, and external partners, ensuring timely and effective communication.</li><li>Manage confidential and sensitive information with discretion.</li><li>Assist in preparing for board meetings, investor meetings, and other high-profile engagements.</li><li>Support special projects, events, and initiatives as assigned.</li><li>Anticipate executive needs and proactively resolve issues to ensure smooth operations.</li></ul><p><br></p>
<p>*** This role can sit in LOS ANGELES (DOWNTOWN) or ORANGE COUNTY (IRVINE) or SAN DIEGO (DOWNTOWN) ***</p><p><br></p><p>A state-wide law firm with over 100 attorneys and offices in San Francisco, San Diego, Ventura County, and Costa Mesa is seeking a Legal Administrative Assistant (Legal Secretary).</p><p> </p><p>The San Diego office has 8 attorneys, 2 legal assistants, 1 paralegal, 1 receptionists/admin, 1 office services clerk/IT clerk, and 1 part time file clerk. This firm is like a boutique firm within a regional firm: great resources but intimate team.</p><p> </p><p><strong><u>Responsibilities of Role</u>: </strong></p><p>Very busy desk: civil litigation, including labor & employment and business law. Must be familiar with:</p><ul><li>trial prep</li><li>litigation calendaring (no docket clerk)</li><li>TOA/TOCs</li><li>eFiling (60% state, 40% federal, occasional appellate – but the latter is not a deal breaker)</li><li>discovery shells (from macros)</li><li>redlining legal documents</li></ul><p>Fluency in the following software is helpful: CompuLaw for calendaring, Best Authority for TOA/TOCs, iManage for document management, and Adobe for bate stamping.</p><p> </p><p><strong><u>Perks of Firm</u></strong>:</p><p>· Firm has an in-house trainer who helps get people set up</p><p>· Laid back environment</p><p>· Longevity of staff</p><p>· Strong benefits – besides standard benefits, the firm covers EAP counseling, travel allowance, and supplemental insurance</p><p>· Staff appreciation lunches, birthday celebrations, holiday gifts, raffles, prizes</p><p>· LA and SD team work very closely/collaboratively with each other and share work. Thus, there is never trouble hitting paralegals. </p>
<p>Are you a strong communicator with a passion for helping others? Do you thrive in a fast-paced environment and enjoy solving problems? Our client is seeking a Customer Service Representative to join their team. In this role, you will serve as the first point of contact for customers, providing support, solutions, and a positive experience. If you’re enthusiastic about building relationships and ensuring customer satisfaction, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Customer Interaction:</strong> Handle incoming customer inquiries via phone, email, chat, or in-person with professionalism and enthusiasm.</li><li><strong>Problem Resolution:</strong> Investigate and resolve customer issues or complaints, escalating complex cases to the appropriate department as needed.</li><li><strong>Product Knowledge:</strong> Stay informed about the company’s products and services to provide accurate information and recommendations to customers.</li><li><strong>Order Processing:</strong> Assist customers with order placement, tracking, returns, and refunds while maintaining detailed records of interactions.</li><li><strong>Documentation:</strong> Accurately document customer interactions and transactions in the CRM system.</li><li><strong>Customer Satisfaction:</strong> Proactively follow up with customers to ensure issues are resolved and their experience exceeds expectations.</li><li><strong>Team Collaboration:</strong> Collaborate with colleagues and departments to ensure seamless customer service delivery.</li><li><strong>Feedback:</strong> Gather and document feedback from customers to identify trends, improvements, and potential issues.</li></ul>
<p>Are you a skilled paralegal looking for an opportunity to grow your expertise in complex litigation? Join a <strong>prestigious boutique law firm</strong> in San Diego that specializes in <strong>intellectual property litigation </strong>and <strong>business litigation</strong>. This firm is widely recognized for its hands-on approach, collaborative work environment, and exceptional legal solutions tailored to client needs.</p><p><br></p><p>T<strong>his role is ideal for paralegals who want to deepen their legal knowledge while gaining hands-on experience in pre-trial and trial processes. </strong>You will be mentored and given the opportunity to contribute!</p><p><br></p><p><strong>What You’ll Do:</strong></p><p>Take ownership of substantive paralegal responsibilities that directly impact case outcomes, including:</p><ul><li><strong>Drafting Legal Documents:</strong> Prepare pleadings, motions, discovery responses/requests, deposition summaries, trial briefs, and related correspondence.</li><li><strong>Discovery Management:</strong> Oversee discovery processes, including drafting subpoenas, organizing document productions, and assisting with privilege review.</li><li><strong>Case Research and Analysis:</strong> Conduct legal research to support case strategies and assist in drafting detailed case summaries.</li><li><strong>Trial Preparation:</strong> Gain hands-on experience by preparing trial binders, exhibits, jury instructions, and other materials for hearings, mediations, and trials. Work directly with attorneys to assist with trial logistics.</li><li><strong>Client Engagement:</strong> Interact with clients to gather information, assist with case documentation, and provide updates on progress.</li></ul><p><strong>Why You’ll Love It Here:</strong></p><ul><li><strong>Specialized Expertise:</strong> Work at a firm recognized for its focus on intellectual property litigation, business litigation, and civil matters.</li><li><strong>Professional Development:</strong> The firm offers opportunities for dedicated litigation training and trial experience, helping you sharpen litigation skills and grow professionally.</li><li><strong>Collaborative Culture:</strong> Join a supportive and talented team that values your contributions and fosters your career development.</li><li><strong>Hybrid Schedule:</strong> Enjoy hybrid flexibility after training period</li><li><strong>Competitive Benefits:</strong> Earn a competitive salary, performance-based bonuses, comprehensive benefits, and access to innovative case management tools.</li><li><strong>Meaningful Work:</strong> Engage in challenging cases that expand your skill set while making a visible impact.</li></ul>
We are looking for an experienced Accounting Manager to join our team in San Diego, California. In this role, you will oversee critical financial operations and ensure compliance with accounting standards while driving process improvements. This is an excellent opportunity to contribute to a growing organization by managing key accounting functions and supporting broader financial strategy.<br><br>Responsibilities:<br>• Lead the month-end close process to ensure accurate and timely financial reporting.<br>• Oversee daily accounting operations, including Accounts Payable, Accounts Receivable, and Payroll functions.<br>• Supervise and mentor a staff accountant, fostering growth and development.<br>• Enhance budgeting and forecasting processes by leveraging data to support strategic decision-making.<br>• Prepare annual financial statements in compliance with US GAAP.<br>• Collaborate with external stakeholders, including investors, auditors, and customers, by providing accurate financial information.<br>• Identify opportunities to automate and streamline accounting processes to improve efficiency.<br>• Serve as the primary resource for finance, operations, and other departments seeking accounting insights.<br>• Maintain and review key schedules and reconciliations to support accurate financial reporting.<br>• Ensure robust internal controls and segregation of duties to meet the needs of a growing business.
We are looking for a dedicated Bilingual Customer Service Representative to join our mission-driven team in San Diego, California. In this Contract-to-Permanent position, you will play a vital role as the first point of contact in our call center, providing compassionate and effective support to individuals seeking assistance. This is an excellent opportunity to make a meaningful impact while growing your career in a supportive and collaborative environment.<br><br>Responsibilities:<br>• Respond to incoming calls and inquiries, offering accurate information, referrals, and assistance based on client needs.<br>• Document all client interactions efficiently and accurately using web-based systems.<br>• Maintain a thorough understanding of available services, resources, and programs to provide effective guidance.<br>• Collaborate with internal teams to address client needs and ensure seamless service delivery.<br>• Deliver exceptional customer service in all communications, upholding the organization’s values and standards.<br>• Utilize web-based systems, chat platforms, and other tools to manage client interactions effectively.<br>• Assist clients with benefit-related inquiries, billing functions, and service navigation.<br>• Support Spanish-speaking clients by providing bilingual communication and translation services.<br>• Monitor and resolve issues using CRM systems and other software tools.<br>• Adapt to various computer programs and applications to streamline processes and enhance service delivery.
<p><strong>About the Organization</strong></p><p>Our client is a mission-driven nonprofit dedicated to supporting individuals and families through comprehensive social services, advocacy, and community empowerment. They work to ensure that every client receives culturally competent care and the resources needed to thrive.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Case Specialist will provide direct support to clients by connecting them with essential resources, services, and referrals. This role requires fluency in <strong>Farsi, Dari, or Pashto</strong> and strong cultural competency to serve immigrant and refugee communities. The ideal candidate is compassionate, detail-oriented, and thrives in a fast-paced, client-centered environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients, assessing immediate needs and determining eligibility for programs and services.</li><li>Conduct intake interviews, maintain accurate case records, and develop individualized service plans.</li><li>Provide referrals to housing, healthcare, employment, education, and other community resources.</li><li>Translate and interpret for clients as needed to ensure clear communication.</li><li>Advocate for clients by coordinating with partner agencies, government programs, and internal teams.</li><li>Track progress, follow up on client needs, and document outcomes in compliance with organizational and funder requirements.</li><li>Support program initiatives, outreach activities, and workshops that address community needs.</li></ul>
<p>Robert Half is the trusted leader in connecting accounting and finance professionals with career opportunities at top organizations. We are currently seeking a skilled Senior Accountant for one of our valued clients in San Diego, CA. If you take pride in your expertise in accounting, financial reporting, and analytical skills, you’ll find this role rewarding with plenty of opportunities for growth.</p><p><br></p><p>The Senior Accountant is responsible for managing complex financial reporting processes, preparing reconciliations, and ensuring all accounting activities align with compliance guidelines and company standards. The role provides leadership and mentorship to junior staff while supporting audits and month-end closing procedures.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform and oversee month-end and year-end close processes, including journal entries, account reconciliations, and variance analysis.</li><li>Prepare financial statements in compliance with GAAP or IFRS, ensuring timely and accurate reporting.</li><li>Reconcile general ledger accounts and analyze discrepancies, submitting applicable adjustments where required.</li><li>Assist with budgeting and forecasting processes by working closely with other finance team members.</li><li>Support audits (external and internal) by compiling requested documents and proactively resolving issues.</li><li>Coordinate and lead the resolution of accounting issues or errors, ensuring compliance with company policies.</li><li>Research, analyze, and interpret complex financial records and statements to provide actionable recommendations.</li><li>Ensure compliance with federal, state, and local financial regulations, including tax requirements.</li></ul><p><br></p>
<p>Robert Half is seeking an experienced Bookkeeper for a client in the San Diego area. This contract-to-permanent position is a fantastic opportunity for a detail-oriented professional who thrives on maintaining accurate financial records and managing day-to-day accounting processes. If you pride yourself on your organizational skills and accounting expertise, join a team that values precision and dedication to its mission.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Record day-to-day financial transactions, ensuring accuracy and timeliness.</li><li>Reconcile bank and credit card accounts, ensuring alignment with the general ledger.</li><li>Create and manage financial reports, including profit and loss statements and balance sheets.</li><li>Process accounts payable and accounts receivable, including managing invoices and receipts.</li><li>Maintain payroll records and assist with payroll processing as needed.</li><li>Track and manage budgets, ensuring expenditures remain within allotted limits.</li><li>Collaborate with management to prepare for audits and provide necessary financial documentation.</li><li>Ensure compliance with company policies and applicable accounting regulations.</li></ul><p><br></p>
We are looking for an experienced Accounts Receivable Specialist to join our team in San Diego, California. In this Contract-to-permanent role, you will be responsible for overseeing customer invoicing, payment collection, and maintaining accurate financial records, all while collaborating with internal teams to ensure seamless operations. If you excel in accounts receivable processes and thrive in a fast-paced, business-to-business environment, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and deliver accurate customer invoices for products and services in a timely manner.<br>• Actively manage collections by monitoring outstanding payments and following up with customers.<br>• Communicate effectively with customers to address inquiries and resolve billing-related concerns.<br>• Collaborate with internal departments to ensure customer issues are handled efficiently.<br>• Record and post customer payments to appropriate accounts with precision.<br>• Maintain detailed and organized records of transactions and account statuses.<br>• Provide assistance to the accounting team with ad hoc tasks and reconciliations.<br>• Ensure compliance with tax regulations using Avalara Tax Compliance Software.<br>• Utilize NetSuite and Salesforce platforms for billing and accounts management.
We are looking for an experienced Accounting Manager to join our team on a contract basis in Poway, California. This role focuses on fixed asset accounting and general financial operations during a 3-month engagement. The position requires a hands-on individual with a strong background in reconciliations, journal entries, and audit preparation, working fully on-site.<br><br>Responsibilities:<br>• Review and reconcile the fixed asset ledger to ensure accuracy and compliance with company policies.<br>• Verify asset acquisitions, disposals, and depreciation calculations, addressing discrepancies as needed.<br>• Collaborate with teams to confirm physical asset existence and proper categorization.<br>• Prepare detailed fixed asset reports, including schedules and depreciation impact for audits.<br>• Perform account reconciliations and ensure financial records are current and accurate.<br>• Create journal entries for fixed assets and month-end close processes.<br>• Respond to audit requests and compile necessary documentation for external reviews.<br>• Address and process backlog invoices to maintain operational efficiency.<br>• Support additional general accounting tasks as assigned.
<p>We are seeking a seasoned and dynamic <em>Human Resources Manager</em> to provide strategic leadership and operational support to multiple locations within a values-driven organization. In this pivotal role, you will work closely with senior leadership and site administrators to address a range of HR matters, from employee relations and conflict resolution to organizational restructuring, compliance, and benefits management. If you enjoy combining strategic vision with hands-on problem-solving to make a meaningful impact, we’d love to hear from you.</p><p><br></p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Act as a trusted advisor to executive leadership and administrators at multiple sites, fostering credible and collaborative relationships.</li><li>Lead efforts in conflict resolution, employee relations, internal investigations, performance improvement, and terminations.</li><li>Oversee and manage the HR team, including providing mentorship, coaching, and ongoing development.</li><li>Ensure compliance with federal, state, and local labor laws, as well as internal policies.</li><li>Develop and evaluate benefit programs to ensure competitive offerings while optimizing costs.</li><li>Conduct HR reviews at individual locations to identify challenges and offer tailored solutions.</li><li>Assist in legal matters, including partnering with legal counsel to mitigate risks and resolve disputes.</li><li>Provide training, tools, and resources to ensure HR competency and best practices at all administrative levels.</li><li>Monitor HR operations, ensuring timely reporting, financial performance, and accurate data management.</li></ul>
We are looking for a skilled Staff Tax Accountant to manage and oversee tax-related engagements for a diverse range of clients in the financial services industry. Based in San Diego, California, this role offers an opportunity to work with individuals across various sectors, including entertainment, real estate, healthcare, and retail. If you are passionate about providing expert tax advice and building lasting client relationships, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and review tax filings for individuals, corporations, partnerships, fiduciaries, and non-profit organizations.<br>• Manage all phases of tax and accounting engagements, including research, planning, consulting, bookkeeping, and creating financial statements.<br>• Conduct thorough tax research and provide strategic planning solutions to clients.<br>• Build and maintain strong, detail-focused relationships with clients across diverse industries.<br>• Offer expert advice and guidance to clients on tax compliance and optimization strategies.<br>• Collaborate with team members to ensure timely and accurate completion of tax and accounting projects.<br>• Utilize accounting software such as QuickBooks and Lacerte to streamline processes and ensure efficiency.<br>• Stay updated on current tax laws and regulations to provide informed recommendations.<br>• Maintain clear and effective communication with clients and internal staff at all levels.<br>• Prioritize multiple projects and deadlines while delivering high-quality results.
<p>Are you a welcoming, organized, and detail-oriented professional looking for your next career opportunity? Robert Half is currently partnering with a respected organization seeking a dedicated Front Desk Coordinator to be the first point of contact for their office. As the face of the company, you’ll play a key role in creating positive first impressions and maintaining seamless front desk operations.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet and welcome visitors, clients, and employees with a professional and friendly demeanor.</li><li>Answer and direct incoming calls promptly while accurately relaying messages.</li><li>Manage the front desk area and ensure it remains clean, organized, and welcoming.</li><li>Handle scheduling, visitor logs, and managing access to meeting rooms.</li><li>Assist with general administrative duties, including filing, correspondence, and mail distribution.</li><li>Support other departments with clerical tasks based on activity needs.</li><li>Troubleshoot and resolve issues related to visitor inquiries or office equipment setup at reception.</li></ul>
<p>Our client is seeking a compassionate and detail-oriented Customer Service Representative to join our team. In this role, you will serve as the main point of contact for our donors, volunteers, and beneficiaries, ensuring their questions and concerns are addressed promptly and professionally. The ideal candidate is passionate about delivering exceptional service and supporting the mission-driven work of our organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the primary contact for incoming calls, emails, and inquiries from donors, volunteers, beneficiaries, and stakeholders </li><li>Resolve issues related to donations, program eligibility, volunteer opportunities, and general questions in a timely manner.</li><li>Provide detailed and accurate information about organizational services, programs, and initiatives.</li><li>Assist with data entry and recordkeeping to maintain accurate donor and beneficiary profiles.</li><li>Collaborate with internal teams to resolve escalations and improve customer experience processes.</li><li>Foster strong relationships with donors and volunteers to encourage continued engagement and support.</li><li>Support fundraising campaigns and outreach initiatives by responding to inquiries and providing resources to interested parties.</li><li>Identify and communicate service trends and client concerns to leadership for continuous improvement.</li></ul>
<p><strong>About the Company</strong></p><p> Our client, a well-established fire protection company, is seeking a reliable and detail-oriented Dispatcher to join their team. This role plays a critical part in ensuring technicians are scheduled efficiently and customers receive timely, high-quality service.</p><p><strong>Responsibilities</strong></p><ul><li>Serve as the primary point of contact for customer service calls, scheduling, and dispatching fire protection technicians.</li><li>Coordinate daily work orders, routes, and schedules to optimize technician productivity.</li><li>Communicate job details, locations, and timelines clearly to field staff.</li><li>Track work orders and technician progress using dispatch and scheduling software.</li><li>Respond promptly to emergency service requests and re-prioritize schedules as needed.</li><li>Maintain accurate records of service calls, completed work, and follow-up requirements.</li><li>Provide excellent customer service, keeping clients informed on scheduling and status updates.</li><li>Collaborate with operations, service managers, and technicians to resolve scheduling conflicts.</li></ul><p><br></p>
<p>Are you an organized, people-focused professional who thrives in a fast-paced, client-driven environment? A reputable <strong>financial services firm in Carlsbad</strong> is seeking a sharp and motivated <strong>Client Services Associate</strong> for an <strong>immediate, ASAP opportunity</strong>. This role is ideal for someone with a strong foundation in customer service who wants to grow within the financial industry. You’ll work directly with clients and advisors, ensuring that every interaction reflects accuracy, professionalism, and care. The ideal candidate is someone who enjoys being the steady hand behind the details—someone who anticipates needs before they’re spoken and supports the team in delivering an exceptional client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for clients, addressing inquiries, scheduling meetings, and managing communications.</li><li>Prepare client documentation, reports, and forms for account openings, transfers, and transactions.</li><li>Maintain client records in CRM and ensure all compliance and confidentiality protocols are followed.</li><li>Collaborate closely with advisors and operations staff to support financial planning and investment processes.</li><li>Assist in preparing materials for client reviews and financial presentations.</li><li>Proactively follow up on pending items and keep clients informed throughout each stage of their requests.</li><li>Participate in team meetings and help identify opportunities to improve workflow and client satisfaction.</li></ul>
<p>A growing <strong>construction and contracting company in Vista</strong> is seeking an experienced <strong>Bookkeeper</strong> who understands the pace, complexity, and precision of accounting in the construction world. If you’ve ever juggled project budgets, reconciled vendor accounts, or managed job costing in <strong>Sage 100 Contractor or Sage Intacct</strong>, this role is an excellent fit for you. This position offers the opportunity to work closely with project managers, estimators, and leadership teams to ensure every financial detail — from materials to labor to overhead — is tracked accurately. You’ll be part of a tight-knit team that values trust, accountability, and results.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage full-cycle bookkeeping including accounts payable, accounts receivable, payroll entries, and bank reconciliations.</li><li>Maintain accurate job costing and project expense records in Sage.</li><li>Prepare invoices, track vendor payments, and reconcile subcontractor accounts.</li><li>Assist with lien releases, insurance certificates, and compliance documentation.</li><li>Support the Controller or Accounting Manager with month-end close and reporting.</li><li>Review expense reports and ensure adherence to company and project budgets.</li><li>Collaborate with field supervisors and project leads to ensure proper allocation of costs.</li></ul>
We are looking for a detail-oriented Direct Buyer Specialist to join our team in Chula Vista, California. In this long-term contract position, you will play a key role in managing supplier relationships, ensuring timely delivery of quality products, and supporting purchasing processes to meet organizational goals. This opportunity is ideal for professionals with strong negotiation skills and expertise in procurement strategies.<br><br>Responsibilities:<br>• Prepare and issue purchase orders while managing supplier relationships to ensure timely delivery and adherence to quality standards.<br>• Oversee cost management, supplier negotiations, and quote preparation to support organizational purchasing objectives.<br>• Monitor supplier contracts to ensure compliance with agreed-upon terms and performance expectations.<br>• Participate in program status and production meetings to align procurement activities with organizational goals.<br>• Provide regular updates to internal stakeholders on supplier performance and delivery timelines.<br>• Develop and implement supplier strategies to enhance delivery efficiency and improve quality.<br>• Collaborate with engineering, quality assurance, production control, and program leadership to address procurement needs.<br>• Contribute to continuous improvement initiatives aimed at optimizing procurement processes and supplier performance.<br>• Utilize ERP systems, including SAP R/3, to manage purchasing and supplier data effectively.<br>• Perform additional tasks as assigned to support the purchasing function.
<p>We are representing a rapidly growing client in North County who is looking for an experienced <strong>Senior Accountant</strong> to join their finance team. This role is designed for a seasoned accounting professional who can confidently handle complex reconciliations, month-end close, and financial reporting while also serving as a mentor to junior staff.</p><p>The Senior Accountant will report directly to the Controller or Accounting Manager and will play an important role in ensuring the accuracy, timeliness, and integrity of financial data. This is a great opportunity for someone who thrives in a collaborative environment and is looking to grow into a leadership role.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><ul><li>Lead the preparation of monthly, quarterly, and year-end close processes.</li><li>Perform advanced account reconciliations and variance analysis.</li><li>Prepare journal entries and financial statements in compliance with GAAP.</li><li>Support the budgeting and forecasting process with financial data and analysis.</li><li>Oversee fixed asset tracking and depreciation schedules.</li><li>Assist with external audits, ensuring proper documentation and schedules are available.</li><li>Provide guidance and mentorship to staff and junior accountants.</li><li>Identify opportunities for process improvements and efficiency in accounting workflows.</li></ul><p><br></p>
<p>Our client in Encinitas is seeking a <strong>Billing Clerk</strong> to join their accounting department. This role is ideal for someone who is detail-oriented, enjoys working with numbers, and can manage a high volume of billing tasks with accuracy.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><ul><li>Prepare, review, and issue invoices in a timely manner.</li><li>Verify billing data and ensure compliance with company procedures.</li><li>Assist with resolving billing discrepancies and customer inquiries.</li><li>Maintain accurate billing records and files.</li><li>Support the accounting team with reporting and special projects as needed.</li></ul>
