<p>We are looking for an experienced Senior Accountant to join our team in San Francisco, California. This role offers the opportunity to work closely with clients and senior leadership, managing complex tax strategies and financial processes. The ideal candidate will bring expertise in tax preparation, research, and planning, along with a commitment to accuracy and excellence. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Prepare and review various tax filings, including corporate, partnership, individual, trust, and estate income returns.</p><p>• Conduct in-depth research on tax regulations and financial practices to develop effective strategies.</p><p>• Collaborate directly with clients to address tax-related concerns and implement solutions.</p><p>• Develop and execute tax projections and strategies, ensuring compliance with quarterly tax payments.</p><p>• Oversee and guide less experienced tax accountants, providing mentorship and training on best practices.</p><p>• Represent clients during audits, working in partnership with senior leadership.</p><p>• Manage multiple client engagements simultaneously while maintaining high standards of quality.</p><p>• Identify potential tax issues and propose proactive measures to mitigate risks.</p><p>• Ensure the accuracy and completeness of all financial and tax documentation.</p><p>• Provide consulting services on accounting policies and procedures for diverse businesses.</p>
<p>We are looking for an experienced Bookkeeper to join our client on a contract basis in Hayward, California. This role is ideal for someone skilled in managing financial records, reconciling accounts, and preparing detailed financial statements. You will play a key role in ensuring the accuracy of our financial data and supporting the office management team.</p><p><br></p><p>Please contact John Miller for immediate consideration. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Maintain accurate financial records and reconcile transactions across multiple accounts, including bank accounts and credit cards.</p><p>• Utilize QuickBooks Desktop to manage bookkeeping tasks efficiently.</p><p>• Prepare clean and organized financial packages for audits and reporting purposes.</p><p>• Oversee accounts payable (AP) and accounts receivable (AR) processes to ensure timely payments and collections.</p><p>• Collaborate with office management and third-party consultants to support financial operations.</p><p>• Conduct regular audits to verify the accuracy of financial data.</p><p>• Generate detailed financial statements and reports for internal review.</p><p>• Work closely with team members to address discrepancies and improve financial workflows.</p>
We are looking for an experienced Controller to lead and manage the accounting operations of our company in San Rafael, California. This role is pivotal in ensuring accurate financial reporting, maintaining data integrity, and implementing effective internal controls. The ideal candidate will bring strong leadership skills and financial expertise to support organizational growth and strategic decision-making.<br><br>Responsibilities:<br>• Oversee the accounting department’s daily operations, including data entry, reconciliation, and financial reporting across income statements, balance sheets, and cash flow.<br>• Develop and maintain documented accounting policies and procedures, while implementing controls to mitigate risks such as credit, treasury, and inventory.<br>• Evaluate current accounting systems and lead the selection and implementation of improved systems when necessary.<br>• Manage the preparation of financial reports, ensuring compliance with generally accepted accounting principles and alignment with budget guidelines.<br>• Establish and analyze benchmarks to measure company performance, focusing on inventory, revenue, and profitability metrics.<br>• Lead the creation of annual budgets and forecasts, providing regular updates to management on budget variances.<br>• Conduct financial analysis with a focus on inventory, cash flow, treasury management, and profitability.<br>• Collaborate with external auditors by providing necessary documentation and information for annual audits and tax reviews.<br>• Present comprehensive financial reviews and insights to management and board members to aid strategic decision-making.<br>• Ensure compliance with local, state, and federal government regulations.
<p>This role is 100% onsite in Mountain View </p><p><br></p><p>We are in search of a Payroll Supervisor/Manager/Director to join our team located in Mountain View, California. In this role, you will be tasked with overseeing a high volume, multi-state payroll environment utilizing UKG. This position is within a rapidly developing company and will involve managing a team of four, dealing with a large non-exempt employee population.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage a team of 4 in the payroll department</p><p>• Handle a high volume, multi-state payroll environment using ADP Workforce Now</p><p>• Manage payroll for a large non-exempt employee population</p><p>• Ensure the accuracy and efficiency of processing customer credit applications</p><p>• Maintain accurate customer credit records</p><p>• Effectively handle additions and terminations each bi-weekly pay period</p><p>• Manage a workforce of over 1000 employees across multiple states</p><p>• Handle complex commissions</p><p>• Apply effective payroll management strategies.</p>
<p>We are looking for a detail-oriented Payroll Clerk to join our client in Concord, California. As a key member of our payroll department, you will play an essential role in ensuring accurate and timely processing of employee payments while maintaining strict confidentiality. This is a long-term contract position that requires on-site work at our corporate office.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Process bi-weekly payroll for a high volume of employees, ensuring accuracy and attention to detail in tasks such as new hires, status changes, and wage garnishments.</p><p>• Communicate payroll and benefits information effectively through the HR help desk system, collaborating with HR team members to address employee inquiries and resolve concerns.</p><p>• Provide general payroll support while fostering an organized and approachable environment for employees and colleagues.</p><p>• Collaborate with HR and Recruiting teams to manage new hires, terminations, benefits, and status updates.</p><p>• Maintain organized and accurate payroll records to ensure compliance and accessibility.</p><p>• Contribute to payroll-related projects as needed, demonstrating adaptability and problem-solving skills.</p>
<p>Robert Half Legal is recruiting a Transactions Analyst, or corporate paralegal, for a highly successful public finance law firm in the San Francisco Bay Area (remote work is OK). The Transactions Analyst is responsible for assisting in the drafting and preparation of bond prospectuses (official statements), bond indentures, loan agreements, bond purchase agreements and legal opinions. This is a fantastic telecommute (or, if desired, hybrid or in-office) opportunity for a corporate paralegal or transactional legal assistant to gain experience in the world of large public works projects and important public financing transactions.</p><p><br></p><p>The following are the qualifications for the Transactions Analyst:</p><p>• 2+ years of legal experience (transactional is desired) or financial industry experience;</p><p>• Desire to become a career corporate paralegal/legal analyst ; </p><p>• Very detail-oriented and analytical (good at issue spotting), highly organized, strong writing and editing skills, and good with numbers (Excel proficiency is a plus); and</p><p>• College degree is preferred.</p><p><br></p><p>This is a coveted direct-hire opportunity to work remotely (or in-office, if wanted) with a wonderful law firm with long-term staff tenure. We have placed several paralegals at the firm over the past decade and they all really love the attorneys and very interesting analytical work. The base salary range (for 7-hour work day, plus overtime) is $60,000 – 85,000+/year, generous bonuses and annual salary reviews, and they offer excellent employment benefits (comprehensive medical and dental plans, 401k with match, commuter checks, etc.). </p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com. Thank you!</p>
<p>We are seeking a knowledgeable and driven Insurance Defense Attorney to join our client's SF legal team on a contract basis. This role involves managing a diverse caseload of insurance-related litigation, including personal injury, property damage, and liability claims. </p><p><br></p><p>Key Responsibilities:</p><ul><li>Handle all aspects of insurance defense litigation from case inception through resolution.</li><li>Draft and respond to pleadings, motions, and discovery requests.</li><li>Conduct depositions of parties, witnesses, and experts.</li><li>Represent clients in mediations, arbitrations, and court proceedings.</li><li>Analyze complex legal and factual issues to develop case strategies.</li><li>Communicate effectively with insurance carriers, clients, and opposing counsel.</li><li>Negotiate settlements and prepare case evaluations.</li><li>Ensure compliance with billing guidelines and maintain accurate timekeeping.</li><li>Collaborate with paralegals and support staff to manage case files and deadlines.</li></ul>
<p><br></p><p>We have partnered with a client in San Jose who is seeking a talented Full Charge Bookkeeper who can start immediately! This position is looking to convert from contract to full time, depending on performance.</p><p> </p><p>Summary of Responsibilities:</p><ul><li>Assist accounting with month end closing cycle, bank reconciliations and journal entries</li><li>Reconciling the company’s bank statements and bookkeeping ledgers</li><li>Provide reporting on projections, budgets, and board presentations</li><li>Charges expenses to accounts and cost centers by analyzing invoice/ expense reports; recording entries</li><li>Enter payables and maintain an up-to-date system</li><li>Prepare payroll including pay/commission/reimbursements, and payroll reports are filed accurately and on time </li></ul><p><br></p>
<p>We are looking for a detail-oriented Accounts Receivable Analyst to join our clients team in Hayward, California. This Contract-to-Permanent position offers an opportunity to contribute to critical financial operations, including cash applications, collections, and billing functions. The ideal candidate will thrive in a fast-paced environment, handling high transaction volumes while maintaining accuracy and attention to detail.</p><p><br></p><p>Please contact John Miller for immediate consideration. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Accurately process and post daily cash, wire transfers, and credit card transactions, managing approximately 300-350 payment transactions per day.</p><p>• Investigate and resolve discrepancies such as short payments, disputed charges, and invalid deductions in a timely manner.</p><p>• Conduct collection calls for assigned accounts, maintaining a courteous and detail-focused approach with up to 50 calls per day.</p><p>• Assist the sales team and order entry administrators by providing guidance on billing issues and reconciling orders.</p><p>• Maintain detailed and accurate customer portfolios, ensuring all information is current and up-to-date.</p><p>• Audit orders for accuracy and compliance, placing orders on credit hold as necessary with managerial approval, averaging up to 20-25 orders per day.</p><p>• Send statements to customers with outstanding balances as part of the collection process.</p><p>• Organize and maintain financial records, including invoices, debit and credit memos, and other supporting documents.</p><p><br></p>
<p><strong><u>ABOUT THE POSITION</u></strong></p><p>The Legal Billing and Collections Specialist will have overall responsibility of performing full-cycle billing and collections functions and will be expected to provide outstanding service to their assigned attorneys, clients and others in the firm. The position is designed for a proactive problem-solver with a self-starter mentality; skilled at navigating ambiguity and independently driving projects to completion. Our team members are committed to quality, customer service, teamwork and have the ability to perform in a fast-paced environment.</p><p><br></p><p><strong>This position is located fully onsite in Oakland, California near public transit.</strong></p><p><strong>The work schedule is Monday to Friday, standard business hours.</strong></p><p><br></p><p><strong><u>ESSENTIAL FUNCTIONS</u></strong></p><p>The position’s essential functions include but are not limited to:</p><ul><li>Generate monthly pre-bills and verify correct billing rates before distribution to Billing Attorneys;</li><li>Edit and finalize client invoices;</li><li>Prepare write-off request forms for approval (if necessary);</li><li>Pull and copy expense backup to accompany invoices;</li><li>Mail/scan/e-bill final invoices to clients;</li><li>Process revised invoices upon request of attorney and/or client;</li><li>Review client contracts for billing guidelines and set up spreadsheet in Excel;</li><li>Update client budgets in billing system;</li><li>Make changes or corrections to time entries requested by the timekeeper in the billing system;</li><li>Calculate and prepare rate increases annually for assigned clients;</li><li>Timely respond to questions and inquiries from internal and external clients;</li><li>Prepare daily deposit and post cash receipts which includes scanning checks and backup documents for online filing;</li><li>Assist team members with their client billing lists;</li><li>Manage and prioritize multiple projects simultaneously;</li><li>Work cordially, cooperatively, and productively with department and firm employees;</li><li>Ability to work under pressure and deadlines and produce a quality product;</li><li>File client-matter documentation electronically and in iManage;</li><li>Collaborate with Billing Attorneys on collections, with ability to interact with clients regarding same;</li><li>Monitor and track accounts receivables to ensure collection goals are met;</li><li>Other functions as assigned; and</li><li>Work overtime as needed;</li></ul><p><br></p>
<p>We are looking for a Patient Registrar to join our team in Palo Alto, California. In this role, you will be responsible for managing essential patient registration processes and ensuring accurate documentation in compliance with organizational policies. This is a short-term Contract position offering the opportunity to work in a collaborative and dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Register and process patient information, including demographics, insurance details, and eligibility verification.</p><p>• Collect co-pays, deductibles, and other payments, ensuring accurate documentation of all financial transactions.</p><p>• Secure patient signatures on required legal and registration documents.</p><p>• Scan and upload all registration-related documents into the system before the end of each shift.</p><p>• Utilize online tools to obtain and validate insurance and demographic information efficiently.</p><p>• Work collaboratively with clinical staff to provide necessary materials such as wristbands and facesheets in a timely manner.</p><p>• Update notifications and communicate cross-departmental changes to ensure smooth operations.</p><p>• Maintain a focused and customer-oriented demeanor when assisting patients, visitors, and external agencies.</p><p>• Distribute the Notice of Privacy Practices and ensure compliance with HIPAA and organizational policies.</p><p>• Attend departmental meetings, workshops, and training sessions to stay updated on procedures and best practices.</p>
<p>As a <strong>Senior Payroll Administrator</strong>, you will play a key role in ensuring accurate and efficient payroll practices for our team. You will work closely with various departments to maintain seamless payroll operations and support employee satisfaction.</p><p><br></p><p>This is a contract to hire opportunity.</p><p><br></p><p><strong>Work Schedule & Location</strong></p><p><strong>This is a fully onsite position located in San Leandro, CA, working a consistent schedule of Monday through Friday, 8:00 AM to 5:00 PM.</strong></p><p><br></p><p><strong>Your Contributions Will Include:</strong></p><ul><li>Accurately processing payroll in accordance with deadlines.</li><li>Overseeing timecard management to ensure data integrity.</li><li>Maintaining open and consistent communication with team members to address payroll matters.</li><li>Generating custom payroll reports and ensuring records are up to date and compliant.</li><li>Conducting <strong>ad hoc payroll audits</strong> and managing off-cycle payroll processing as needed.</li><li>Addressing employee payroll inquiries with professionalism and a customer-focused approach.</li><li>Supporting payroll compliance by adhering to <strong>federal and multi-state regulations</strong>.</li><li>Handling other payroll-related duties and tasks as needed to support overall business operations.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Billing Clerk to join our client in Martinez, California. In this Contract-to-permanent position, you will play a key role in managing invoicing, cost control, and productivity reporting for various projects. The ideal candidate will have excellent organizational skills and a strong ability to communicate effectively with both internal teams and external clients.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare comprehensive billing packages with all necessary documentation, including labor reports, material invoices, and subcontractor records, for submission to clients.</p><p>• Review and implement client-specific billing guidelines to ensure compliance.</p><p>• Utilize proprietary software to process invoices and provide constructive feedback to enhance system functionality.</p><p>• Verify weekly electronic time reports for Time & Material (T& M) projects to ensure accuracy before payroll submission.</p><p>• Generate draft invoices and collaborate with project managers for approval prior to client submission.</p><p>• Investigate and resolve discrepancies in invoice data before finalizing submissions.</p><p>• Upload invoice documentation to client portals to facilitate timely payments.</p><p>• Obtain monthly lien releases from subcontractors and vendors in compliance with project requirements.</p><p><br></p><p>Please reach out to John Miller for immediate consideration on this opportunity. </p>
<p>As a <strong>Payroll Administrator</strong>, you will play a key role in ensuring accurate and efficient payroll practices for our team. You will work closely with various departments to maintain seamless payroll operations and support employee satisfaction.</p><p><br></p><p>This is a contract role that is anticipated to last approximately 6 months.</p><p><br></p><p><strong>Work Schedule & Location</strong></p><p><strong>This is a fully onsite position located in San Leandro, CA, working a consistent schedule of Monday through Friday, 8:00 AM to 5:00 PM.</strong></p><p><br></p><p><strong>Your Contributions Will Include:</strong></p><ul><li>Accurately processing payroll in accordance with deadlines.</li><li>Overseeing timecard management to ensure data integrity.</li><li>Maintaining open and consistent communication with team members to address payroll matters.</li><li>Generating custom payroll reports and ensuring records are up to date and compliant.</li><li>Conducting <strong>ad hoc payroll audits</strong> and managing off-cycle payroll processing as needed.</li><li>Addressing employee payroll inquiries with professionalism and a customer-focused approach.</li><li>Supporting payroll compliance by adhering to <strong>federal and multi-state regulations</strong>.</li><li>Handling other payroll-related duties and tasks as needed to support overall business operations.</li></ul><p><br></p>
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p>We are looking for a skilled Project Accountant to join our team on a contract basis in San Carlos, California. This position is integral to the accounting department, supporting day-to-day operations and ensuring accurate financial reporting for construction projects. The ideal candidate will have extensive experience in construction accounting and a strong ability to manage multiple tasks independently. This role is contract to hire.</p><p><br></p><p>Responsibilities:</p><p>• Set up new construction projects, including reviewing contracts and summarizing key details for billing purposes.</p><p>• Collect and process invoices from subcontractors and vendors, ensuring they are routed to Project Managers for approval.</p><p>• Enter accounts payable invoices into accounting software with precision and attention to detail.</p><p>• Prepare and process monthly billing, creating final billing packages for clients.</p><p>• Obtain conditional and unconditional lien releases from subcontractors and vendors to maintain compliance.</p><p>• Review accounts receivable and accounts payable reports to ensure accuracy and resolve discrepancies.</p><p>• Conduct quarterly job analyses by comparing estimated costs to projected expenses, making necessary adjustments as needed.</p><p>• Monitor the status of change requests and change orders using Procore software.</p><p>• Collaborate with team members to ensure smooth financial operations and compliance with industry standards.</p>
We are looking for a detail-oriented Accounts Receivable Specialist to join our healthcare-focused team in San Francisco, California. In this long-term contract role, you will play a vital part in managing billing operations and ensuring the accuracy of accounts receivable processes. This position offers an excellent opportunity to contribute to a fast-paced environment dedicated to delivering quality services.<br><br>Responsibilities:<br>• Generate and distribute customer invoices in accordance with established contractual agreements.<br>• Collaborate with the Revenue Accounting team to maintain accurate billing records and accruals.<br>• Monitor aged accounts receivable balances and conduct timely follow-ups with customers.<br>• Address inquiries from both customers and internal teams to resolve billing-related issues.<br>• Analyze collections data and develop metrics to track performance effectively.<br>• Handle physical checks, including receiving, reconciling, and depositing them.<br>• Coordinate with Customer Success Managers to manage invoicing adjustments and true-ups.<br>• Reconcile general ledger accounts, investigating discrepancies to ensure accuracy.<br>• Prepare journal entries and contribute to month-end closing activities.<br>• Support audit processes by preparing documentation and assisting with pre-audit tasks.
<p>Colleen McAuliffe at Robert Half is looking for a detail-oriented Bookkeeper to manage daily financial transactions and ensure accuracy in accounting records for our valued long-term client. In this role, you will collaborate with store managers and vendors to maintain seamless financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Record invoices and daily bookkeeping entries using accounting software </p><p>• Maintain clear communication with store managers to address financial inquiries and updates.</p><p>• Follow up with vendors regarding invoices, pricing, and promotional details to ensure accurate records.</p><p>• Reconcile accounts regularly to identify and resolve discrepancies.</p><p>• Prepare financial reports to assist in decision-making and budgeting processes.</p><p>• Monitor and manage accounts payable and accounts receivable.</p><p>• Ensure compliance with company policies and regulatory standards in all financial practices.</p><p>• Support audits by organizing and providing accurate financial documentation.</p><p>• Identify opportunities to improve bookkeeping processes for greater efficiency.</p><p>• Assist in managing payroll and employee expense tracking.</p>
We are looking for an experienced Collections Specialist to join our team on a contract basis in Santa Clara, California. In this role, you will focus on managing accounts receivable and ensuring timely collection of outstanding balances. This position is ideal for someone who thrives in a fast-paced environment and has a strong background in commercial and consumer collections.<br><br>Responsibilities:<br>• Manage accounts receivable to ensure timely collection of outstanding balances.<br>• Perform thorough follow-ups with clients on overdue payments using effective communication strategies.<br>• Analyze and resolve billing discrepancies to maintain accurate financial records.<br>• Utilize tools such as FileMaker Pro and QuickBooks to streamline collection processes.<br>• Maintain detailed documentation of collection activities and payment arrangements.<br>• Collaborate with internal teams to address account issues and improve collection efficiency.<br>• Apply a detail-focused yet assertive approach to encourage timely payments.<br>• Identify and escalate complex collection issues to management as necessary.<br>• Monitor and report on collection metrics and progress to stakeholders.<br>• Ensure compliance with company policies and industry regulations during collection activities.
We are looking for a detail-oriented Vendor Master Specialist to join our team in Emeryville, California. In this long-term contract role, you will play a key part in maintaining accurate vendor data and ensuring seamless onboarding processes for suppliers. This position requires a high level of accuracy, independent judgment, and excellent communication skills to manage vendor-related inquiries and resolve issues efficiently.<br><br>Responsibilities:<br>• Ensure timely and accurate completion of vendor requests, verifying all supporting documentation and compliance with company policies.<br>• Conduct regular audits and data integrity checks to uphold the quality of vendor master data.<br>• Collaborate with internal teams and external suppliers to maintain vendor information such as business names, addresses, banking details, and classifications.<br>• Address vendor-related inquiries, troubleshoot issues, and resolve payment-related discrepancies.<br>• Assist with 1099 reporting and other vendor master data-related tasks.<br>• Generate and review master data reports for accuracy and completeness.<br>• Verify sensitive data verbally to ensure security and compliance.<br>• Manage multiple tasks and prioritize workflows to meet deadlines effectively.<br>• Provide exceptional customer service to internal departments and external stakeholders.
We are looking for an experienced Sr. Compliance Analyst to review marketing materials for a leading Fintech organization. This is a contract position lasting 12 weeks, offering the opportunity to contribute to a fast-paced and innovative team. The ideal candidate will have expertise in consumer compliance regulations and a proven track record in the financial technology sector.<br><br>Responsibilities:<br>• Conduct detailed reviews of marketing materials to ensure compliance with applicable consumer protection regulations, including Reg E and Reg Z.<br>• Collaborate with cross-functional teams using tools such as Slack, JIRA, and Figma to address compliance concerns effectively.<br>• Identify and mitigate risks associated with UDAAP (Unfair, Deceptive, or Abusive Acts or Practices) in marketing content.<br>• Provide guidance on regulatory requirements and best practices to ensure adherence to industry standards.<br>• Maintain thorough documentation of compliance reviews and recommendations for internal record-keeping.<br>• Stay updated on changes in regulatory guidelines and assess their impact on marketing strategies.<br>• Work with compliance software to streamline review processes and ensure accuracy.<br>• Assist in developing and refining compliance frameworks to support marketing initiatives.<br>• Ensure timely completion of compliance reviews within the project timeline.<br>• Communicate findings and recommendations clearly to stakeholders across the organization.
We are looking for an experienced Accounts Receivable Clerk to join our team on a contract basis in Benicia, California. This role focuses on managing a large-scale onboarding project involving over 2,500 new customer and supplier accounts. If you thrive in a collaborative environment and enjoy contributing to efficient processes, this opportunity offers hybrid flexibility with remote work options after initial training.<br><br>Responsibilities:<br>• Facilitate the onboarding of over 2,500 new customer and supplier accounts, ensuring accuracy and completeness of applications.<br>• Verify and process account setup documents, including both DocuSign and paper-based submissions.<br>• Update and maintain detailed account information using the Apprise system.<br>• Collaborate with Sales and Transportation teams to coordinate account setup and delivery routing.<br>• Perform end-to-end account setup processes, including data cleanup, resolving missing information, and conducting follow-ups.<br>• Monitor new account activity and assist with the integration of Fintech payment applications.<br>• Support team efficiency by cross-training in cash application processes as needed.
We are looking for a dedicated Bookkeeper to join our team in Oakland, California. This is a Contract-to-Permanent position that requires a hands-on approach to managing financial records and supporting daily business operations. The ideal candidate will thrive in a small business environment and possess a strong combination of bookkeeping expertise and organizational skills.<br><br>Responsibilities:<br>• Prepare and organize financial data to support an offsite bookkeeping and accounting team.<br>• Oversee accounts payable and receivable processes, ensuring timely and accurate transactions.<br>• Reconcile invoices and verify payroll and vendor payments for accuracy.<br>• Track and balance cash and credit transactions, ensuring smooth daily close-out procedures.<br>• Assist with inventory control and operational tasks to support business needs.<br>• Maintain and uphold office procedures, ensuring efficiency in daily operations.<br>• Coordinate and manage vendor services, including scheduling necessary maintenance or repairs.<br>• Collaborate with team members to ensure seamless communication and workflow.<br>• Provide administrative support to ensure the smooth running of the office.
<p>We’re seeking an experienced Senior Accountant for a client in the San Jose area. This position offers the chance to contribute to a meaningful cause while utilizing your expertise in accounting and affordable housing.</p><p><br></p><p><strong>Key Qualifications:</strong></p><ul><li>5+ years of accounting experience</li><li>2+ years of Affordable Housing experience</li><li>Non-Profit and/or Real Estate background preferred</li><li>Yardi experience highly desired</li><li>Construction accounting experience is a plus</li></ul><p><br></p><p>If you're ready to make an impact, apply today by reaching out to Gary Daum at Robert Half.</p>
We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong background in estate law and possess the expertise to guide clients through the complexities of wills, trusts, and tax planning. This role offers an opportunity to work on a variety of legal matters, including drafting comprehensive estate plans and managing related legal documents.<br><br>Responsibilities:<br>• Develop tailored estate plans for clients, incorporating their unique financial and personal needs.<br>• Draft and review legal documents such as irrevocable and revocable trusts, wills, and powers of attorney.<br>• Advise clients on estate tax implications and assist in the preparation of necessary tax forms.<br>• Provide guidance on asset protection strategies and wealth transfer planning.<br>• Conduct thorough consultations to understand client goals and recommend appropriate legal solutions.<br>• Stay informed about changes in estate law to ensure compliance and provide up-to-date advice.<br>• Collaborate with other professionals, such as financial advisors, to create cohesive estate strategies.<br>• Represent clients in legal proceedings related to estate planning, when necessary.
