We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
We are seeking dedicated individuals to join our team as contract staff, assisting with conference operations during JP Morgan Week. This is a contract role based in San Francisco, California, where you will play a key part in ensuring a seamless and welcoming experience for attendees. If you excel in fast-paced environments and are committed to providing exceptional service, we encourage you to apply.<br><br>Responsibilities:<br>• Welcome and assist conference attendees, ensuring they feel comfortable and supported throughout the event.<br>• Coordinate logistics across multiple floors, including catering arrangements and meeting room setups.<br>• Serve as the main point of contact for inquiries and provide accurate information about conference activities.<br>• Maintain an attentive and friendly demeanor while managing reception and administrative duties.<br>• Handle event-related tasks promptly, ensuring smooth operations and addressing any issues that arise.<br>• Collaborate with other team members to ensure efficient workflow and communication.<br>• Monitor supplies and equipment, restocking and addressing needs as necessary.<br>• Support the coordination of corporate events, including setup and breakdown.<br>• Uphold the company’s standards for excellent customer service and conduct.<br>• Adapt to changing priorities and tasks during the event to meet organizational goals.
<p>We are looking for a skilled Customer Service Representative to join our team on a contract basis in Dublin, California. This role is anticipated to last 3-5 weeks. In this role, you will handle customer inquiries and provide exceptional service, ensuring satisfaction and positive experiences. This position offers an excellent opportunity to contribute to a dynamic financial services environment.</p><p><br></p><p>Customer Service Representative Responsibilities:</p><p>• Respond to customer inquiries promptly and professionally via phone, email, or other communication channels.</p><p>• Handle inbound and outbound calls to address customer needs and resolve issues.</p><p>• Accurately input and update customer orders in the system.</p><p>• Provide clear and helpful information regarding products and services.</p><p>• Maintain a high level of customer satisfaction by addressing concerns and resolving problems efficiently.</p><p>• Follow company policies and procedures to ensure compliance and consistency.</p><p>• Work collaboratively with team members to meet departmental goals.</p><p>• Track and document interactions with customers to maintain accurate records.</p><p>• Escalate complex issues to the appropriate team or supervisor when necessary.</p><p><br></p><p>If you are interested in this Customer Service Representative position, please submit your resume today!</p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p>Are you looking to start your healthcare career in a supportive, entry-level environment? This <strong>Patient Access Representative</strong> role offers the perfect opportunity. As a <strong>Patient Access Representative</strong>, you will play a crucial role in managing admissions, verifying insurance, and delivering excellent service. This position is ideal for recent graduates of trade schools or individuals with customer service experience looking to transition into healthcare. With a focus on patient registration and administrative support, the <strong>Patient Access Representative</strong> ensures a positive experience for patients from the moment they walk in.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Greet patients and initiate the registration process in a professional and friendly manner.</li><li>Collect and accurately record payments at the point of service.</li><li>Verify insurance coverage and identify financial resources for patients.</li><li>Obtain and process necessary documentation for billing and compliance.</li><li>Handle routine patient concerns and service recovery, escalating complex issues appropriately.</li><li>Maintain communication with staff, physicians, patients, and guests via phone, email, or in person.</li><li>Meet individual productivity goals and performance metrics as assigned by department leadership.</li><li>Support all operational areas within Patient Access Services.</li></ul>
<p>· Account Reps: Follows up on unpaid accounts in patient accounting systems with the payers either by phone or via websites. Works payer denials based on claim process adjudication; Review accounts for possible underpayments; research contracts, guidelines and resolve payment with payer. Perform appeals with payer. Performs bad debt request transfers as applicable. Performs or requests adjustment and contractual write offs as applicable.</p><p>· Billers: Reviews EPIC worklists and edits accounts as needed; Reviews Cirius claim edits and resolves edits; Reviews and resolves electronic acknowledgement payer rejections/denials; Rebills claims based on requests from Follow Up reps due to denials received. Resends claim as needed.</p><p>· Cash Posting Reps: Posts payments; Work EPIC undistributed payment worklist; Posts adjustments related to payments. Processes refunds for accounts payable. Posts payment transfers from professional billing to hospital billing.</p><p>· Data Control Reps: Enters charges; Reviews EPIC worklist accounts with charge issues and resolves; Research charge issues and follows up with departments as needed. Complete charge corrections including adding diagnosis, transferring, or reversing charges, combining accounts.</p><p>· Patient Advocacy Reps: Completes and processes charity applications; Reviews and validates high dollar self-pay accounts before outsourcing to outside vendor; Handles patient calls and complaints. Requests referral of accounts to bad debt as applicable.</p><p>· Maintains professional communication with various PFS staff, medical center staff, payors, physicians, and patients regarding the billing of services rendered at Stanford Medical Center. Communication may consist of telephone, correspondence, or in person contact.</p><p>· Meets weekly individual productivity goals and standards while following planned priorities as set by the Team.</p>
<p>We are looking for a detail-oriented Office Assistant to join our team on a contract basis in Dublin, California. This project-based position is anticipated to last 3-5 weeks. This position involves conducting thorough research, verifying records, and accurately documenting findings to support customer service operations. Ideal candidates will have excellent investigative skills, strong computer proficiency, and a sharp eye for detail.</p><p><br></p><p>Office Assistant Responsibilities:</p><p>• Review and analyze online tickets submitted by the customer service team to address inquiries and claims.</p><p>• Conduct detailed research on customer records, including hours worked, hours paid, check issuance dates, and certified time off.</p><p>• Verify data accuracy and ensure all information is properly documented.</p><p>• Update ticket statuses in the internal system to facilitate follow-ups by customer service representatives.</p><p>• Perform scanning and clerical tasks to organize and maintain records efficiently.</p><p>• Input and manage data using computer systems and research tools.</p><p>• Utilize Smartsheet and other software platforms to track and manage information.</p><p>• Communicate effectively with team members to resolve discrepancies or clarify information.</p><p>• Ensure compliance with organizational standards and procedures while handling sensitive data.</p><p><br></p><p>If you are interested in this Office Assistant role, please submit your resume today!</p>
We are looking for a dedicated Customer Service Specialist to join our team on a contract basis in Santa Rosa, California. This role involves providing exceptional support to merchants while ensuring compliance, managing risk, and maintaining high standards of service delivery. The ideal candidate will bring strong technical skills, a keen eye for detail, and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Investigate and monitor merchant processing activities using advanced risk management tools.<br>• Handle customer inquiries by explaining underwriting policies and decisions with clarity.<br>• Conduct thorough investigations to ensure compliance and mitigate risks.<br>• Document risk assessments and findings in a concise and structured manner.<br>• Maintain merchant accounts, including updating profiles and bank account details.<br>• Collaborate with sales and other internal teams to deliver seamless merchant support.<br>• Stay informed about industry trends relevant to merchant services and risk management.<br>• Assist with credit and risk-related tasks, including reviewing merchant accounts.<br>• Ensure all services meet or exceed established quality and service standards.
We are looking for a dynamic Sales Assistant to join our team in San Rafael, California. This Contract-to-permanent position is perfect for someone passionate about retail and eager to provide exceptional customer service while supporting a growing sales team. If you enjoy engaging with customers, managing inventory, and contributing to daily operations, this role offers an excellent opportunity to grow within the organization.<br><br>Responsibilities:<br>• Welcome customers warmly as they enter the showroom and assist with initial inquiries.<br>• Promote and sell small items, such as testing kits and chemical refills, ensuring customer needs are met.<br>• Manage incoming inventory shipments, including light lifting and organization.<br>• Guide visitors to the appropriate sales representatives for further assistance.<br>• Perform basic data entry tasks to maintain accurate records.<br>• Process customer payments through the system, ensuring accuracy and efficiency.<br>• Provide ad hoc support to the sales team, collaborating to meet daily goals.<br>• Maintain a detail-oriented appearance, adhering to the smart casual dress code.<br>• Work weekends as part of a five-day schedule to accommodate customer traffic.
<p><strong>Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role could be the perfect next step in your career.</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. In this role, you’ll deliver exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new and existing accounts</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions</li><li>Act as liaison between advisors, clients, and middle-office functions</li><li>Schedule client meetings and manage calendars</li><li>Support trading and portfolio rebalancing if licensed</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match</li><li>Medical and dental coverage</li><li>Flexible overtime pay option</li><li>15 vacation days + 5 sick days + NYSE holidays</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations)</li><li>Communicate with clients and custodians to resolve operational issues</li><li>Prepare reports and assist with quarterly client reporting</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion)</li><li>Support meeting preparation and contribute to process improvements</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage</li><li>401(k) match after 6 months</li><li>Three weeks paid vacation plus separate sick days</li></ul>
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a skilled <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This role is primarily focused on back-office operations with some client interaction via email and phone. You’ll play a key part in delivering exceptional service, managing client requests, and collaborating with advisors to streamline processes and enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
We are looking for a Front Desk Coordinator to join our team on a contract basis in Palo Alto, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring attentive and efficient interactions. This part-time position requires excellent communication skills and the ability to handle multiple tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Greet and assist visitors and clients in a friendly and attentive manner.<br>• Manage a multi-line phone system, including answering inbound calls and directing them appropriately.<br>• Provide concierge services to meet the needs of guests and staff.<br>• Handle switchboard operations efficiently, managing phone lines ranging from 1 to 10.<br>• Maintain an organized and welcoming reception area.<br>• Coordinate scheduling and appointments as needed.<br>• Respond promptly to inquiries and provide accurate information.<br>• Support administrative tasks and collaborate with team members to ensure smooth daily operations.<br>• Uphold company standards and maintain confidentiality in all interactions.
We are looking for a dedicated Office Specialist to join our team in San Jose, California. As a vital part of our administrative operations, you will play a key role in ensuring smooth day-to-day office functions. This is a long-term contract opportunity ideal for individuals who thrive in fast-paced environments and have strong organizational skills.<br><br>Responsibilities:<br>• Manage and prioritize incoming calls while providing attentive and courteous assistance to callers.<br>• Perform accurate data entry tasks to maintain and update office records.<br>• Support general office operations, including scheduling, filing, and correspondence management.<br>• Serve as the first point of contact for visitors by handling receptionist duties with attention to detail.<br>• Assist in coordinating administrative tasks to ensure timely workflow and process efficiency.<br>• Prepare and organize documents, ensuring they are ready for meetings or distribution.<br>• Maintain a clean and organized office space to foster a productive work environment.<br>• Collaborate with team members to support various administrative projects and tasks.<br>• Monitor supplies and place orders to ensure office resources are adequately stocked.
<p>Concord residential property is looking for a bilingual Spanish Leasing Agent. You MUST be ok to work weekends. </p><p><br></p><p>As a leasing agent you will be filling housing units, handling prospect inquiries, giving tours, processing applications, (including credit/background checks), preparing leases, and ensuring move-ins are smooth, all while adhering to operational best practices.</p><p><br></p><p>Key Duties include marketing, maintaining resident satisfaction and coordinating with maintenance for move-in readiness.</p><p><br></p><p>If you are bilingual in Spanish and have leasing experience, pleas submit your resume today for this leasing agent role! </p>
<p>A San Francisco–based law firm is seeking a professional and reliable Receptionist to provide short-term front desk coverage on Thursday, 12/11 from 1:00 PM–4:30 PM (training/shadowing) and Friday, 12/12 from 9:00 AM–4:30 PM (full-day coverage). This role is responsible for ensuring smooth day-to-day operations at the reception area, including greeting visitors, managing incoming calls, retrieving and distributing mail, and supporting basic administrative tasks. The ideal candidate has strong communication skills, a polished demeanor, and previous experience in a receptionist or administrative support role within a professional office setting.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>• Provide front-desk coverage, greet visitors, and maintain a professional reception environment</p><p>• Answer and route incoming calls promptly and courteously</p><p>• Retrieve, scan, and distribute daily mail</p><p>• Assist with basic administrative and clerical tasks as needed</p><p>• Support attorneys and staff with general office needs</p><p>• Maintain confidentiality and uphold professional standards at all times</p>
We are looking for a detail-oriented Receptionist to join our team in San Francisco, California. In this contract position, you will serve as the first point of contact in a dynamic, open-concept office environment. Your role will involve managing office spaces, coordinating conference room bookings, and delivering exceptional customer service to both internal and external guests.<br><br>Responsibilities:<br>• Oversee office space reservations using scheduling systems such as Manhattan One, ensuring seamless coordination for approximately 25 office spaces, including executive-level bookings.<br>• Greet clients, partners, and visitors upon arrival, maintaining a welcoming and detail-oriented demeanor.<br>• Set up conference rooms for meetings and events, including organizing catering arrangements and ensuring proper configurations.<br>• Place food orders using company resources, manage receipts, and maintain accurate records.<br>• Monitor and update office calendars and schedules to ensure efficient operations.<br>• Collaborate closely with the Hospitality Associate to maintain smooth workflows and build strong relationships.<br>• Provide consistent coverage at the reception desk during business hours, arranging backup during breaks and lunch.<br>• Anticipate guest needs, resolve issues proactively, and deliver outstanding service to a diverse range of personalities.<br>• Handle sensitive and confidential documents with discretion.<br>• Assist with additional administrative projects as assigned, demonstrating flexibility and adaptability.
<p>Robert Half Administrative and Customer Support is seeking a receptionist with a strong sense of ownership and attention to detail. In this Receptionist role you will be responsible for answering phones, acting as the company liaison, and interacting professionally with customers. This is a great opportunity for those looking for a dynamic team environment, offering a great workspace/office, excellent benefits and great career advancement and opportunity. This is a long-term temporary-to-fulltime position located in San Jose, California.</p>
<p>We are in search of a skilled Patent Agent to become a part of our team. The role will be based in our San Francisco office, and will involve working with a range of patent prosecution activities within the biotech and pharmaceutical industries. </p><p><br></p><p>Responsibilities</p><p><br></p><p>• Handle patent prosecution tasks with a focus on maintaining accurate records and processing applications</p><p>• Utilize technical knowledge in cellular biology, molecular biology, biochemistry, genetics, immunology, virology, chemistry, organic chemistry, and pharmacy to enhance job functions</p><p>• Conduct detailed prior art searches for patentability and freedom to operate analyses</p><p>• Analyze patents and scientific papers to support patent preparation, prosecution, and counseling </p><p>• Ensure excellent written and verbal communication in English during all interactions</p><p>• Monitor customer accounts and take appropriate action when necessary</p><p>• Maintain a broad technical knowledge to aid in job functions</p><p>• Maintain a focus on customer inquiries, resolving them efficiently and effectively</p><p>• Ensure all customer credit applications are processed accurately and efficiently</p><p>• Uphold a high standard of service, maintaining accurate customer credit records.</p>
<p>We are looking for a Paralegal to join our team in San Rafael or Oakland, CA. Minimum 3 days/ week in office. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and process a variety of legal documents including deeds, transfer letters, and affidavits of death</p><p>• Carry out thorough legal research on various issues related to Business Law and Real Estate</p><p>• Assist in the preparation of Business Formation documents, applying for EINs from the IRS, and handling designation of Registered Agent for Service of Process</p>
We are looking for a motivated Housing Assistant Rep I to join our team in Oakland, California. In this role, you will provide essential administrative and clerical support under the guidance of a department director or senior executive. This is a long-term contract position that offers an excellent opportunity to contribute to the efficiency and success of housing-related operations.<br><br>Responsibilities:<br>• Manage scheduling and coordinate appointments to ensure smooth daily operations.<br>• Assist in preparing audit reports and other comprehensive documentation.<br>• Create detailed reports and summaries based on data analysis.<br>• Collaborate with various stakeholders, including government officials and police officers, to address administrative needs.<br>• Utilize Yardi software to support housing-related tasks and maintain accurate records.<br>• Conduct evaluations of existing procedures and recommend improvements for operational efficiency.<br>• Support budget preparation and monitor expenditures as needed.<br>• Handle correspondence and draft procedural memoranda to ensure clear communication.<br>• Maintain confidential files and administrative records with precision.<br>• Address payroll-related processes and monitor attendance records effectively.
<p>We are looking for a skilled Tax Manager to join our team in Santa Rosa, California. This position offers an excellent opportunity for career growth and leadership development within our tax department. The ideal candidate will possess a strong background in tax preparation, compliance, and consulting, coupled with exceptional communication and mentorship abilities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review comprehensive tax returns for individuals, businesses, non-profits, trusts, and estates.</p><p>• Build and maintain strong client relationships while delivering outstanding tax-related services.</p><p>• Provide clients with strategic tax planning and consulting advice on estate matters, business strategies, and compliance issues.</p><p>• Analyze and resolve complex tax challenges, offering innovative solutions.</p><p>• Manage client expectations effectively to ensure satisfaction and trust.</p><p>• Utilize advanced computer skills and maintain proficiency in relevant tax software.</p><p>• Identify opportunities to expand service offerings and grow client portfolios.</p><p>• Develop new client relationships through effective networking and referrals.</p><p>• Stay informed on current tax regulations and industry standards through ongoing education and training.</p>
