<p>A growing health technology organization is seeking a <strong>Project Assistant</strong> to support service implementation and ongoing client operations. This role will work closely with internal teams, vendor partners, and external clients to ensure smooth launches, updates, and management of healthcare-related services. The ideal candidate will be detail-oriented, organized, and passionate about improving healthcare access and delivery through technology.</p><p><br></p><p>Monday-Friday Eastern Standard Time (the rest of the team is on the east coast)</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the implementation of new services and manage ongoing operations for existing employer and health plan clients.</li><li>Assist in launching additional services, conducting annual client maintenance, and processing change requests.</li><li>Maintain project documentation, including plans, deliverables, activities, and timelines.</li><li>Attend or facilitate implementation meetings and follow-up touchpoints with clients, health plans, and vendors.</li><li>Collect, document, and communicate client-specific implementation details to key stakeholders.</li><li>Coordinate data collection and integration efforts with client and vendor partners.</li><li>Partner with Client Success and other internal teams to manage implementations and ensure client satisfaction.</li><li>Identify, manage, and escalate risks or issues as needed.</li><li>Contribute to a positive client experience and maintain strong professional relationships.</li><li>Manage Timelines, Construction Projects, Master Scheduling, Scanning, Project Management</li></ul><p><br></p>
<p>A growing health technology organization is seeking a <strong>Project Assistant</strong> to support service implementation and ongoing client operations. This role will work closely with internal teams, vendor partners, and external clients to ensure smooth launches, updates, and management of healthcare-related services. The ideal candidate will be detail-oriented, organized, and passionate about improving healthcare access and delivery through technology.</p><p><br></p><p>Monday-Friday Eastern Standard Time (the rest of the team is on the east coast)</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support the implementation of new services and manage ongoing operations for existing employer and health plan clients.</li><li>Assist in launching additional services, conducting annual client maintenance, and processing change requests.</li><li>Maintain project documentation, including plans, deliverables, activities, and timelines.</li><li>Attend or facilitate implementation meetings and follow-up touchpoints with clients, health plans, and vendors.</li><li>Collect, document, and communicate client-specific implementation details to key stakeholders.</li><li>Coordinate data collection and integration efforts with client and vendor partners.</li><li>Partner with Client Success and other internal teams to manage implementations and ensure client satisfaction.</li><li>Identify, manage, and escalate risks or issues as needed.</li><li>Contribute to a positive client experience and maintain strong professional relationships.</li><li>Manage Timelines, Construction Projects, Master Scheduling, Scanning, Project Management</li></ul><p><br></p>
<p>We are looking for an experienced Senior Administrative Assistant to join our team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.</p><p><br></p><p>Senior Administrative Assistant Responsibilities:</p><p>1. Account Management:</p><p>• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.</p><p>• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.</p><p>2. Administrative Support:</p><p>• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.</p><p>• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.</p><p>3. Communication:</p><p>• Serve as the client’s primary point of contact for account questions.</p><p>• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.</p><p>4. Compliance:</p><p>• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).</p><p>• Monitor client account activity to detect and resolve compliance issues.</p><p>5. Team Collaboration:</p><p>• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.</p><p>• Participate in team meetings to discuss best practices and solutions for improving client service delivery.</p><p>• Assist with special projects assigned by direct management and the CCO.</p><p><br></p><p>If you are interested in applying to our Senior Administrative Assistant Position, please submit your resume today!</p>
<p>Are you looking to advance your career in a collegial and supportive environment that prioritizes work-life balance, long-term growth, and meaningful, engaging work? A reputable East Bay firm is seeking a Business and Real Estate <strong>Litigation Associate</strong> to join their team of dedicated professionals.</p><p><br></p><p>This is a fantastic opportunity to work on complex business and real estate litigation cases without the stress of overwhelming billable requirements. With a focus on collaboration, professional development, and achieving exceptional results for clients, they offer a unique chance to grow your practice in a firm where your contributions will truly be valued.</p><p><br></p><p>Responsibilities:</p><p>• Manage litigation cases involving business and real estate disputes from inception through trial.</p><p>• Conduct in-depth legal research and draft high-quality motions, briefs, and other legal documents.</p><p>• Lead and participate in depositions, hearings, and settlement negotiations.</p><p>• Develop litigation strategies and provide strategic advice to clients throughout the legal process.</p><p>• Collaborate with team members to ensure comprehensive case preparation and representation.</p><p>• Handle discovery processes, including drafting and responding to discovery requests and managing document reviews.</p><p>• Represent clients in court proceedings, including trials and mediations, with a focus on achieving favorable outcomes.</p><p>• Stay updated on legal trends and developments relevant to business and real estate law.</p>
We are looking for a highly skilled and experienced Partner to join our law firm in San Francisco, California. In this role, you will play a pivotal part in advancing the firm’s strategic objectives by leading practice areas, fostering client relationships, and driving business growth. The ideal candidate will bring exceptional legal expertise, a proven track record in leadership, and a commitment to delivering outstanding client service.<br><br>Responsibilities:<br>• Build and maintain strong client relationships by understanding their needs and delivering tailored legal solutions.<br>• Lead and expand practice areas to align with the firm’s strategic goals and objectives.<br>• Identify business development opportunities and spearhead initiatives to attract new clients and engagements.<br>• Collaborate with attorneys and staff to foster a cooperative and productive work environment.<br>• Mentor less experienced team members to support their growth and development.<br>• Oversee billing, compliance, and administrative processes to ensure efficiency and adherence to legal standards.<br>• Monitor and manage revenue streams, addressing past-due accounts and resolving payment issues.<br>• Develop and implement strategic plans to enhance the firm’s market position and client offerings.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do’s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor.</p><p> </p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Senior Advisors with financial planning and investment strategies.</li><li>Participate in client meetings and manage follow-ups.</li><li>Assist with onboarding new clients and building relationships.</li><li>Prepare reports, recommendations, and financial analyses.</li><li>Handle client service tasks, CRM updates, and paperwork.</li><li>Help improve workflows and insurance proposals.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Financial Planner </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you’ll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Associate Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you’ll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a dedicated Office Clerk to join our team in Scotts Valley, California. In this role, you will play a crucial part in ensuring smooth administrative operations, supporting billing processes, and maintaining excellent client relationships. If you are detail-oriented, organized, and thrive in a dynamic environment, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Coordinate and schedule meetings with clients, ensuring timely follow-ups and project updates.<br>• Maintain accurate records of client communications and project details in the company's system.<br>• Oversee daily office operations, including managing inventory, ordering supplies, and ensuring proper functioning of office equipment.<br>• Organize and update files to ensure all documentation is easily accessible and current.<br>• Assist with team scheduling, meeting coordination, and the preparation of agendas.<br>• Support billing processes, expense tracking, and other administrative tasks as required.<br>• Provide clients and customers with information about company services and ongoing projects.<br>• Address client inquiries and concerns promptly, escalating complex issues when necessary.<br>• Ensure a welcoming and organized environment for both clients and team members.
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p><strong>Financial Advisor – Wealth Management | San Ramon, CA</strong></p><p>A thriving wealth management firm is seeking an experienced <strong>Financial Advisor</strong> to join its San Ramon office. This is a rare opportunity to step into a meaningful book of recurring-revenue clients and grow your practice with full support from a high-integrity, collaborative team.</p><p><br></p><p><strong>About the Role:</strong></p><p>You’ll provide strategic financial advice and comprehensive planning across investments, retirement, insurance, and more. With a strong client base from day one, you’ll have the freedom to grow your practice while benefiting from a supportive culture and robust infrastructure.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver personalized financial planning tailored to each client’s goals</li><li>Cultivate long-term client relationships through proactive communication</li><li>Monitor market trends and adjust portfolios as needed</li><li>Ensure compliance with industry regulations</li><li>Collaborate with internal teams to optimize client outcomes</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Step into a well-established client base</li><li>High-integrity, growth-oriented team</li><li>Full support to build and expand your practice</li><li>Long-term career potential with competitive compensation and benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p>
<p><strong>Lead Planner</strong></p><p>Are you an experienced financial advisor who thrives on building deep, trusted relationships and delivering exceptional service? Join a values-driven team that believes in simplifying the complex, making a meaningful impact, and helping clients live wealthier, more balanced lives.</p><p><br></p><p><strong>About the Role</strong></p><p>This opportunity is ideal for a dynamic professional who excels at holistic wealth management and thrives in a collaborative, client-first environment. As a Lead Planner, you’ll be responsible for managing and retaining client relationships, coaching Associate Planners, and delivering comprehensive financial planning that aligns with each client’s unique goals and values.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead the development of financial plans, estate maps, cash flow analyses, and strategic planning documents.</li><li>Provide objective, personalized financial advice across investment management, estate planning, tax strategy, and philanthropic goals.</li><li>Deepen relationships with clients and their external advisors (CPAs, attorneys, etc.).</li><li>Oversee client meetings, follow-ups, and execution of action items.</li><li>Collaborate with internal teams to ensure seamless service delivery and investment implementation.</li><li>Mentor Associate Planners and support their professional growth.</li><li>Maintain accurate client records and ensure compliance with fiduciary standards.</li><li>Contribute to strategic initiatives across planning, investments, and business development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a skilled Associate Attorney to join our team in the Silicon Valley. In this role, you will work closely with clients to address their estate planning, elder law, special needs, and estate tax planning needs. This position offers the opportunity to manage client interactions, draft and review legal documents, and take on independent client matters as you grow within the firm. This position offers flexible scheduling, an excellent quality of life, and the chance to join an established and respected team. </p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive legal counsel on estate planning, elder law, special needs trusts, and estate tax matters.</p><p>• Draft, review, and finalize legal documents, including wills, trusts, and powers of attorney.</p><p>• Collaborate with senior attorneys on complex cases, ensuring accuracy and thoroughness in all documentation.</p><p>• Represent clients in probate and estate administration proceedings, offering guidance and advocacy.</p><p>• Conduct legal research and analysis to support case preparation and strategy development.</p><p>• Manage ongoing client relationships, ensuring exceptional service and clear communication.</p><p>• Develop and implement estate succession plans tailored to clients’ unique needs and goals.</p><p>• Stay updated on changes in estate law and tax regulations to provide informed advice.</p><p>• Balance multiple client matters and deadlines efficiently while maintaining attention to detail.</p>
<p><strong>Financial Planner – Financial Advisory | San Francisco Bay Area</strong></p><p>A values-driven wealth advisory firm is seeking an experienced <strong>Financial Planner </strong>to join its team. This is a high-impact opportunity for a experienced advisor to lead client relationships, mentor entry-level team members, and deliver holistic financial planning in a collaborative, service-oriented environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Financial Planner, you’ll manage and retain client relationships, develop personalized financial strategies, and mentor Associate Planners. You’ll collaborate with internal teams and external advisors to deliver comprehensive planning across investments, estate, tax, and philanthropic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead client relationship management and strategic financial planning</li><li>Prepare and review financial documents, cash flow analyses, and portfolio reports</li><li>Collaborate with internal teams and external advisors (CPAs, attorneys, etc.)</li><li>Oversee investment policy execution and portfolio rebalancing</li><li>Conduct financial modeling and ensure accurate reporting</li><li>Coach and develop Associate Wealth Architects</li><li>Uphold fiduciary standards and contribute to firm-wide initiatives</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Mission-driven firm with a client-first philosophy</li><li>Collaborative team culture focused on growth and well-being</li><li>Opportunity to make a meaningful impact in clients’ lives</li><li>Entrepreneurial environment with room for leadership and innovation</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a detail-oriented Credit Specialist to join our client in Concord, California. In this Contract-to-Permanent position, you will oversee essential credit and collections activities, ensuring compliance with company policies and maintaining strong relationships with both internal teams and external partners. This role will provide the opportunity to work closely with branch managers, manage receivables, and maintain customer portfolios.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Monitor and track all accounts receivable to ensure timely payments.</p><p>• Evaluate and approve new customer accounts in collaboration with branch managers.</p><p>• Address and resolve issues with delinquent accounts across multiple branch locations.</p><p>• Maintain accurate and up-to-date customer portfolio information.</p><p>• Process customer refunds in compliance with company policies.</p><p>• Write off bad debts and service charges with approval from management.</p><p>• Send regular account statements to customers as part of the collection process.</p><p>• Prepare and file preliens when necessary to secure payments.</p><p>• Review and analyze aging reports to identify and address outstanding balances.</p><p><br></p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Are you a motivated, strategic thinker with a knack for turning data into actionable insights? As a Data Analyst at our East Bay client, you’ll be at the heart of helping our client's team build stronger connections between the dashboards they produce and the internal teams who use them. This newly created role will support the client's dynamic data team as they tackle the challenge of making analytics more impactful and user-friendly.</p><p><br></p><p>This role is hybrid 50% onsite, and is a long-term contract role that could possibly convert to FTE.</p><p> </p><p>Key Responsibilities:</p><p>In this role, you will:</p><p>-Partner with the data team to ensure insights are seamlessly integrated into business workflows.</p><p>-Collaborate with end users to boost the adoption and effective utilization of Power BI dashboards.</p><p>-Gather and analyze business requirements to ensure solutions align with real-world use cases and enhance decision-making.</p><p>-Offer training and hands-on support for users learning to navigate dashboards and self-service analytics tools.</p><p>-Troubleshoot data issues, validate ad-hoc data requests, and recommend process improvements to increase data quality and accuracy.</p><p>-Work with business leaders to support team deliverables and improve operational outcomes.</p>
<p>Robert Half is seeking a <strong>Legal Billing Specialist</strong> for our client, a local law firm. This contract-to-hire role offers a strong opportunity for professional growth as part of a reputable firm committed to excellence in legal services.</p><p> </p><p><strong>Job Responsibilities:</strong></p><ul><li>Manage and execute end-to-end legal billing functions, ensuring accuracy and compliance with firm protocols.</li><li>Prepare, review, and process detailed client invoices in adherence to client-specific billing guidelines.</li><li>Monitor and track billing timelines, resolving delayed or rejected bills proactively.</li><li>Address inquiries regarding billing discrepancies and collaborate with attorneys and staff for resolution.</li><li>Ensure compliance with electronic billing (e-Billing) systems and resolve e-Billing rejections or adjustments.</li><li>Maintain proper documentation of all billing activities for reporting purposes.</li><li>Offer continuous support to attorneys, paralegals, and other staff regarding billing and time entry best practices.</li></ul><p><br></p>
We are looking for a skilled Associate Attorney to join our established legal team in Santa Rosa, California. This position offers an exciting opportunity to work on complex business litigation, real estate, and civil matters while collaborating closely with clients and colleagues. If you have a passion for delivering exceptional legal representation and thrive in a dynamic environment, we encourage you to apply.<br><br>Responsibilities:<br>• Handle all aspects of civil litigation, including drafting motions, conducting discovery, and preparing briefs.<br>• Represent clients in complex business litigation cases, ensuring effective and ethical advocacy.<br>• Manage real property and construction defect cases, providing strategic legal advice and solutions.<br>• Conduct legal research and analysis to support case strategies and client needs.<br>• Collaborate with clients, opposing counsel, and courts to achieve favorable outcomes.<br>• Participate in trial preparation and courtroom proceedings, showcasing strong litigation skills.<br>• Develop and maintain positive client relationships through clear communication and attentive service.<br>• Contribute to the firm's community engagement by serving on local boards and participating in volunteer activities.<br>• Maintain a high standard of legal writing and analytical skills to deliver accurate and persuasive work.<br>• Work within a team-oriented environment, sharing knowledge and expertise to support colleagues.
We are looking for a dedicated Intake Attorney to join our team in San Francisco, California. In this role, you will play a key part in assessing potential client cases, providing initial legal insights, and ensuring a smooth intake process. This position requires strong communication skills, attention to detail, and a client-focused approach to deliver exceptional service.<br><br>Responsibilities:<br>• Conduct comprehensive intake interviews with potential clients to collect case details and evaluate legal issues.<br>• Analyze case information to determine the legal strength and viability of claims.<br>• Collaborate with attorneys and staff to ensure a smooth transition from the intake process to case handling.<br>• Maintain organized and accurate records of all intake activities in the firm's case management system.<br>• Provide clear and compassionate communication to prospective clients, ensuring a positive and attentive experience.
<p>Robert Half is seeking a talented <strong>Staff Accountant/Accounting Analyst</strong> to join our Full-Time Engagement Professionals (FTEP) program, a unique opportunity that provides ongoing, full-time employment. Through this program, you'll work exclusively with Robert Half on diverse client engagements in industries ranging from manufacturing, service, and healthcare to finance and technology. This role offers stability, competitive benefits, and the chance to continuously develop your skill set through exposure to a variety of projects and challenges.</p><p><br></p><p>Key Responsibilities:</p><p><br></p><p>As a Staff Accountant within Robert Half’s FTEP Program, you will:</p><ul><li>Assist in the preparation, review, and analysis of financial statements to ensure accuracy and compliance with applicable guidelines (e.g., GAAP).</li><li>Manage transactional accounting, including accounts payable (AP), accounts receivable (AR), and general ledger reconciliations to ensure timely and accurate processing.</li><li>Perform month-end and year-end close processes, including journal entries, accrual adjustments, and account reconciliations.</li><li>Prepare and maintain supporting schedules for financial audits, tax filings, and other compliance-related activities.</li><li>Analyze complex accounting issues and propose recommendations to resolve discrepancies and improve financial processes.</li><li>Collaborate with cross-functional teams to gather information, troubleshoot issues, and ensure deliverables are met within deadlines.</li><li>Support financial reporting and variance analysis to assist management in decision-making.</li><li>Stay up-to-date on changes in accounting regulations and best practices to apply in client engagements.</li></ul><p><br></p><p><br></p>
<p>Workday Business Systems Analyst III Finance Business Systems</p><p><br></p><ul><li>100% Remote</li><li>Must be located in the US</li><li>Must be US Citizen or Green Card Holder</li><li>This position does NOT offer C2C or Sponsorship now or in the future!</li></ul><p><br></p><p>Robert Half is searching for a strong Workday Business Systems Analyst III Finance Business Systems- you will be responsible for supporting and maintaining our global enterprise applications.</p><p>You will work with the business, technical staff and vendors to assess business requirements and processes and align them with appropriate technology solutions that result in improved functionality, process efficiency and accuracy. You will lead and support all aspects of delivery inclusive of planning, analysis, requirements, design, configuration, testing, deployment and support. Must have experience with Workday Finance Business Systems</p><p><br></p>
We are looking for an experienced Systems Engineer to oversee and enhance the performance, security, and scalability of IT infrastructures across corporate and client environments. This role encompasses managing on-premises systems, cloud platforms like Microsoft 365 and Azure, as well as network operations. The ideal candidate will bring a proactive approach to ensuring the reliability and security of critical systems while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Oversee and maintain network infrastructure for corporate and client operations, including Microsoft 365, Azure Active Directory, and Active Directory environments.<br>• Manage security solutions such as firewalls (Palo Alto), endpoint protection tools, and mobile device management platforms.<br>• Lead the planning and execution of infrastructure projects, upgrades, and new implementations to align with organizational goals.<br>• Provide expert-level technical support for desktops, servers, mobile devices, and telecom systems.<br>• Maintain accurate and up-to-date system documentation, software inventories, and patch management processes.<br>• Work closely with third-party vendors and internal teams to ensure secure and efficient IT operations.<br>• Offer high-level technical support to executives and participate in an on-call rotation for after-hours support.<br>• Travel occasionally to client locations to assist with network installations, troubleshooting, and project management.
<p>Our CPA client in Walnut Creek is seeking an interim Sr. Tax Analyst for the 2025 tax season. This role will involve preparing and reviewing tax returns for a diverse client base, including high-net-worth individuals, corporations, and fiduciaries. The position will run from mid-February through mid-April and requires a strong understanding of pre-2018 tax regulations, with familiarity in tax changes post-2018 considered a plus. Ideally you will work onsite in Walnut Creek, but the client is open to a hybrid work schedule, with the caveat that the work is paper-based. Pay is expected to be $65-$75/hr. DOE</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax returns for high-net-worth individuals, corporations, partnerships, and fiduciaries</p><p>• Collaborate closely with two CPAs to ensure accurate and timely completion of tax filings</p><p>• Analyze and handle tax-free exchanges, real estate transactions, and depreciation recaps</p><p>• Apply in-depth knowledge of pre-2018 tax regulations to support compliance and planning efforts</p><p>• Utilize familiarity with 2018 tax changes and Section 199A provisions to optimize tax strategies</p><p>• Conduct thorough evaluations of trust and estate tax filings, ensuring meticulous attention to detail</p><p>• Provide expert tax preparation services across various client profiles, maintaining high standards of accuracy</p><p>• Stay updated on evolving tax laws and regulations to deliver informed guidance</p><p>• Support clients with complex tax issues, offering tailored solutions to meet their needs</p>
<p>We are looking for a skilled Tax Preparer to join our team in San Ramon, California. This Contract to permanent position offers an excellent opportunity to work with an experienced tax team, handling diverse tax returns for individuals, businesses, trusts, and partnerships. The role provides a consistent Monday-Friday schedule and the potential for remote work after completing training.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist the tax team in preparing and reviewing complex individual and partnership tax returns.</p><p>• Manage tax filings for various entities, including individuals, businesses, trusts, and partnerships.</p><p>• Utilize Ultra Tax Software and Creative Solutions to ensure accurate and efficient tax preparation.</p><p>• Analyze financial information and ensure compliance with relevant tax laws and regulations.</p><p>• Build and maintain strong client relationships by delivering exceptional service and communication.</p><p>• Coordinate multiple tasks and projects while adhering to strict deadlines.</p><p>• Apply working knowledge of automated accounting systems to streamline processes.</p><p>• Conduct thorough follow-ups to ensure all tax-related matters are resolved promptly and effectively.</p><p>• Collaborate with team members to support the completion of over 1,000 tax returns during peak seasons.</p><p>• Provide clear and detail-oriented communication, both written and verbal, to clients and stakeholders.</p>
