We are looking for a skilled and detail-oriented Senior Accountant to join our team in Santa Barbara, California. This role focuses on job costing, financial analysis, and ensuring the accuracy of accounting activities including accounts payable, receivable, and general ledger management. The ideal candidate will have a strong grasp of accounting principles and the ability to collaborate across departments to support financial decision-making and project success.<br><br>Responsibilities:<br>• Oversee accounts payable and receivable processes to ensure timely and accurate transactions.<br>• Perform daily bank reconciliations to maintain accurate financial records.<br>• Manage month-end and year-end closing activities, including reconciling job cost accounts and preparing financial statements.<br>• Maintain and update rolling forecasts, commission schedules, and sales tax provisions.<br>• Monitor and analyze project costs, track variances, and prepare detailed job cost reports for management.<br>• Collaborate with project managers to align job costs with budgets and timelines, offering insights to optimize project profitability.<br>• Conduct financial analysis to identify discrepancies and recommend corrective actions.<br>• Review vendor invoices and purchase orders, ensuring accurate allocation to projects.<br>• Implement and maintain internal controls to safeguard financial data and improve accounting processes.<br>• Prepare and deliver weekly financial reports to management.
<p>A well-known firm in the Valley is looking for a skilled <strong>Labor & Employment Attorney</strong> to join the dynamic legal team in Westlake Village, California. </p><p><br></p><p>In this role, you will have the opportunity to represent public safety officers and associations in a variety of employment law matters, including collective bargaining, and administrative proceedings. This position offers a hybrid work environment (and days on-site are flexible), requiring occasional travel to meet with clients and attend appearances. </p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Represent public safety officers and associations in employment law cases, including litigation related to discrimination, retaliation, wage and hour disputes, and more.</p><p>• Conduct thorough legal research and factual investigations to develop effective case strategies.</p><p>• Draft and review legal documents such as pleadings, discovery responses, and employment-related demand letters.</p><p>• Take and defend depositions, and conduct investigatory interviews to gather critical case information.</p><p>• Negotiate settlement agreements and prepare for arbitration or trial proceedings.</p><p>• Provide advisory support on collective bargaining agreements and labor negotiations.</p><p>• Manage a caseload independently while meeting deadlines and maintaining high-quality standards.</p><p>• Build and maintain strong relationships with clients to establish trust and credibility.</p><p>• Travel as needed to client sites and public entities represented by the firm.</p><p><br></p><p>^ <em>Pay is contingent upon the experience above. </em></p><p><br></p><p><strong>For the right individual, this Labor & Employment Attorney could sit in San Diego or Northern Orange County</strong>; the firm has satellite offices here. </p>
<p><strong>SR. BUSINESS ANALYST</strong></p><p><strong><em>Job Type</em></strong> = Permanent Employee (Annual Base Salary, M/D/V, 401k)</p><p><strong><em>Job Location</em></strong> = You must live within a 30-minute commute to Calabasas, CA</p><p><br></p><p><strong><em>Must Haves to Qualify</em></strong></p><p>-- Bachelor's Degree</p><p>-- Great Communication Skills</p><p>-- Experience gathering business requirements from key stakeholders</p><p>-- UAT expertise</p><p><br></p><p><strong><em>Job Summary</em></strong></p><p>The Sr. Business Analyst is responsible for reviewing assigned business processes from end-to-end to identify and address operational, financial and technological risks and identify opportunities to improve efficiency. This position reports to CTO. Responsibilities will include a full range of activities from leading small to mid-size projects to assisting other Business Analyst and project managers on larger more complex projects related to operational business functions that affect team members and providers at the market level. You will interview stakeholders, write agile stories, guide the development team on-shore and off-shore and work with other business analysts. This is permanent, non-exempt position.</p>
<p><strong>SALESFORCE PLATFORM & INTEGRATION MANAGER</strong></p><p><br></p><p><strong><em>Job Type</em></strong> = Permanent Employment - Onsite</p><p><strong><em>Job Location</em></strong> = Calabasas, CA</p><p><br></p><p><strong><em>Job Summary</em></strong></p><p>The Salesforce Platform & Integration Manager is the strategic leader and authority over the global Salesforce ecosystem. This role owns the end-to-end platform roadmap, implementation, governance structure, and stakeholder engagement model to ensure Salesforce capabilities align tightly with enterprise business priorities. The role blends CRM vision with technical fluency—able to translate executive intent into scalable, secure, and business-ready solutions. This individual will define and oversee platform strategy, architecture alignment, platform configuration and development, user enablement, cross-cloud integrations, and DevOps maturity. They will lead the governance of the platform globally while also empowering regional execution and adoption. This role reports directly to the CIO and serves as a bridge between executive leadership and delivery teams.</p><p><br></p><p><strong><em>Key Focus Areas</em></strong></p><p>-- Strategic Leadership: Own the platform roadmap, govern solution prioritization, lead stakeholder engagement</p><p>-- Platform Architecture, Development & Operations: Ensure technical strategies align with enterprise architecture, including system integrations, data models, API governance, and security standards</p><p>-- User Enablement & Change Management: Define and lead the user enablement strategy, including training frameworks, learning content, and role-based onboarding</p>
We are looking for an experienced Accounting Clerk to join our team in Oxnard, California. In this role, you will be responsible for managing accounts payable and receivable processes, ensuring accuracy in financial transactions, and supporting month-end reconciliations and reporting. The ideal candidate will have strong organizational skills, attention to detail, and the ability to thrive in a dynamic, multi-location environment.<br><br>Responsibilities:<br>• Process and monitor all accounts payable transactions, including invoices, credits, and payments to ensure accuracy and timely completion.<br>• Verify invoice coding, approvals, and job costing to maintain correct postings to the general ledger.<br>• Analyze discrepancies in invoices and expense reports, resolving them in compliance with company policies.<br>• Manage vendor onboarding processes and maintain accurate vendor documentation.<br>• Reconcile accounts payable subledger with the general ledger and conduct bank statement reconciliations.<br>• Prepare and issue customer invoices in line with contract terms and company standards.<br>• Monitor accounts receivable aging, draft communications for overdue accounts, and recommend actions for delinquent payments.<br>• Collaborate with internal teams to investigate customer discrepancies and resolve issues related to payments.<br>• Assist with month-end close processes, including reconciliations of bank accounts, subledgers, and revenue accounts.<br>• Support compliance with federal, state, and company policies, while identifying opportunities for process improvements.
<p><strong>Paralegal – Civil Litigation & Transactional Support</strong></p><p><br></p><p>A respected California-based law firm with 10 attorneys is seeking a Paralegal to join its collaborative team. This is an excellent opportunity for a paralegal looking to gain meaningful experience supporting public-sector clients while enjoying strong work-life balance and minimal turnover.</p><p><br></p><p><u>Key Responsibilities</u></p><ul><li>Work closely with 3–4 attorneys providing paralegal support.</li><li>Handle board and transactional matters, public records requests, and litigation support on occasional lawsuits.</li><li>Prepare and organize legal documents, maintain files, and track deadlines.</li><li>Collaborate in an open-door environment where attorneys and staff frequently exchange ideas.</li><li>Bill eligible tasks consistent with the Business & Professions Code.</li></ul><p><u>Work Environment</u></p><ul><li>Onsite schedule, Monday–Friday (8:00am–5:00pm, or 9:00am–5:00pm with a shorter lunch).</li><li>Rare opportunities to attend trial if desired.</li><li>No overtime expectations; firm values balance and family commitments.</li><li>Supportive culture with firm-hosted events and a strong sense of community.</li></ul><p><u>Compensation & Benefits</u></p><ul><li>Salary up to $80K (flexible depending on experience).</li><li>100% employer-paid medical and dental coverage, plus 50% coverage for dependents.</li><li>Vision insurance offered.</li><li>Profit-sharing retirement plan: after 2 years, firm contributes 9% annually.</li></ul><p><br></p><p>TO APPLY, ONLY send resume directly to Vice President of Direct Hire, Samantha Graham at Samantha [dot] Graham [at] RobertHalf [dot] [com]</p>
<p>Associate attorney opportunity with growing law firm!</p><p><br></p><p>Robert Half is partnering with an established, boutique law practice that is growing rapidly because of a new marketing focus and wants to bring in associates to work these new cases. The firm does a variety of civil litigation and these are opportunities to work on novel issues.</p><p><br></p><p>The firm is located in Westlake Village, California and will consider newly barred candidates as well as associates with up to three years of experience or more. This attorney will be given duties based on experience, but eventually will be given the tools to manage cases from inception through trial. This role is primarily litigation-based but will also involve some transactional work.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Manage cases from inception to trial, ensuring all legal matters are handled efficiently.</li><li>Conduct discovery, including depositions, to gather necessary information for cases.</li><li>Attend court appearances as needed to represent clients.</li><li>Draft and review pleadings and other legal documents.</li><li>Communicate effectively with clients, carriers, and opposing counsel to maintain strong relationships and ensure client satisfaction.</li><li>Handle project-based work, especially for first-year attorneys.</li><li>Utilize case management software and other legal software to manage and track case progress.</li><li>Manage litigation matters, including civil litigation and employment litigation.</li><li>Draft and review contracts as part of transactional work.</li><li>Maintain a focus on client outcomes, ensuring the best possible results for each case.</li><li><strong><u>Billable Hours Req: 1800</u></strong></li></ul><p><br></p><p><strong><u>Compensation and Benefits</u></strong></p><ul><li>Salary: $110,000 to $140,000 for 0-3 years of experience.</li><li>Bonuses based on exceeding billable hour requirements. The firm pays bonuses monthly!</li><li>Health insurance with Kaiser, including a cafeteria plan with tax benefits for health insurance if they want to have their dependents on health plan.</li><li>Co-Power vision and dental.</li><li>401K (non-matching) and a separate year-end profit sharing.</li><li>2 weeks paid vacation after 1 year.</li></ul><p><br></p>
<p>We are looking for a skilled Attorney to join a boutique law firm in Santa Barbara, California. This firm handles high-profile cases, including sex abuse litigation and other complex matters such as personal injury, employment law, and intellectual property disputes. With a commitment to providing impactful legal representation, the firm offers a collaborative environment and opportunities for growth. <strong>This role will specifically be working to defend public entity litigation. </strong></p><p><br></p><p>Responsibilities:</p><p>• Represent clients in litigation, including drafting motions, conducting legal research, and preparing memoranda.</p><p>• Manage discovery processes by reviewing documents and drafting responses.</p><p>• Participate in court proceedings, depositions, and trials to advocate on behalf of clients.</p><p>• Work on diverse legal matters ranging from employment law and intellectual property to personal injury and defense cases.</p><p>• Collaborate with partners and associates on high-value cases that often involve opposing major law firms.</p><p>• Track billable hours effectively while maintaining high-quality work standards.</p><p>• Support the development of legal strategies for clients in impactful cases, including appeals and Supreme Court filings.</p><p>• Contribute to the firm’s mission of advocating for victims of abuse and ensuring justice.</p><p>• Maintain flexibility in work arrangements, including hybrid or remote options based on experience level.</p>
We are looking for an experienced and detail-oriented Senior Tax Associate to become a key member of our tax team in Santa Barbara, California. In this role, you will manage the preparation of various tax returns for individuals, corporations, partnerships, and trusts, while providing accounting support to ensure seamless financial operations. This position offers the opportunity to work with a diverse client base, including small businesses and high-net-worth individuals, in a collaborative and focused environment.<br><br>Responsibilities:<br>• Prepare tax returns for individuals, partnerships, corporations, and trusts with precision and adherence to regulations.<br>• Verify the accuracy and compliance of all tax filings with current laws and standards.<br>• Provide full-cycle accounting support, including creating and adjusting journal entries.<br>• Utilize accounting platforms such as QuickBooks, QuickBooks Online, and Sage to manage financial data effectively.<br>• Analyze client financial statements and source documents to identify and address discrepancies.<br>• Organize and maintain detailed workpapers for internal review and audit purposes.<br>• Respond to client inquiries and assist with follow-up documentation as needed.<br>• Collaborate with team members to deliver high-quality service and meet deadlines.
<p>We are looking for a dedicated Client Services Specialist to join our team in Santa Barbara, California. This contract position involves supporting property management operations by ensuring excellent communication with tenants, residents, and property owners, as well as maintaining high standards of property care and safety. If you thrive in a fast-paced environment and enjoy a mix of administrative and field-based tasks, this role is an excellent opportunity for you.</p><p><br></p><p>Responsibilities:</p><p>• Communicate effectively with tenants and residents, addressing concerns and issuing notices as needed.</p><p>• Conduct property inspections, including exterior reviews, semi-annual interior checks, and move-out assessments.</p><p>• Create and manage work orders to ensure timely and efficient property maintenance.</p><p>• Handle security deposit reconciliations accurately and in compliance with regulations.</p><p>• Develop project scopes, solicit bids, and coordinate project completion with vendors and maintenance teams.</p><p>• Support leasing activities such as marketing properties, drafting leases, and processing applications.</p><p>• Collaborate with vendors, in-house maintenance technicians, and onsite property managers to address operational needs.</p><p>• Perform additional duties as assigned to ensure smooth property management operations.</p>
We are looking for a dedicated Operations Manager to oversee and enhance our firm's core processes and team dynamics in Santa Barbara, California. This role is integral to driving organizational growth, managing daily operations, and ensuring seamless collaboration between various departments. The ideal candidate will possess strong leadership skills, an analytical mindset, and the ability to foster a positive workplace culture while maintaining high standards of performance.<br><br>Responsibilities:<br>• Lead and execute firmwide growth initiatives, ensuring smooth implementation of projects and strategies.<br>• Develop and deliver engaging presentations for retreats, meetings, and team events.<br>• Organize and facilitate monthly team meetings with operations and advisory teams to ensure alignment.<br>• Update and maintain the policies and procedures manual to reflect ongoing amendments and best practices.<br>• Manage billing processes across the firm and oversee office expenses, including regular supply orders and bank deposits.<br>• Provide mentorship and development support to Associate Advisors and Client Service Administrators.<br>• Handle hiring and termination processes, including job postings, interviews, offer letters, background checks, and onboarding.<br>• Coordinate payroll approvals, manage time-off requests, and conduct annual team reviews to evaluate compensation and performance.<br>• Enhance client relationships by organizing appreciation events, creating personalized gift ideas, and addressing complex service needs.<br>• Research and implement innovative technology solutions, provide team training, and ensure accurate data management through audits and backups.
We are looking for a detail-oriented Accounting Assistant to join our team in Santa Barbara, California. In this long-term contract role, you will play a crucial part in managing financial tasks, supporting operational processes, and ensuring the accuracy of accounting records. This position offers an opportunity to work in a dynamic environment and assist with administrative duties while collaborating with a diverse team.<br><br>Responsibilities:<br>• Process invoices and ensure timely payments to vendors.<br>• Maintain accurate records of credit card transactions and reconcile accounts.<br>• Create and manage work orders using an asset management system.<br>• Perform data entry tasks to support operational workflows.<br>• Assist blue-collar workers with paperwork and system updates.<br>• Handle requisitions and collaborate with the purchasing team.<br>• Monitor emergency lines and ensure proper documentation.<br>• Update financial records and contribute to budgeting processes.<br>• Utilize accounting software and tools such as QuickBooks and Tyler Technologies Munis.<br>• Communicate effectively with team members to resolve discrepancies.
Job Responsibilities: Prepare and record monthly journal entries. Generate monthly financial statements and conduct analysis as required. Compile and distribute financial packages for Branch Managers and the Board of Directors. Conduct research and provide data for monthly financial analyses. Create and manage detailed Review Notes for Financial Statements. Supervise and provide backup support for Cash Accountant tasks. Execute various banking functions using the bank’s online platform. Reconcile daily cash deposits to the bank. Complete reconciliations and analyses for Balance Sheet accounts. Handle Sales Tax prepayments and file Quarterly Returns. Prepare monthly Cooperage and CRV Distributor reports, including associated payments. Manage Business Property Statements. Organize schedules for annual external audits. Maintain fixed asset depreciation databases. Perform other tasks as needed. Qualifications and Experience: Minimum of five years of detail oriented accounting experience. Required Skills: Proactive, self-starter with the ability to operate independently at a high level. Proficient with automated accounting systems. Strong analytical and reasoning skills. Detail-oriented with high numerical accuracy. Excellent written and oral communication abilities. Intermediate or advanced Windows and Excel proficiency. Collaborative team player with strong interpersonal skills.
<p>We are looking for a detail-oriented Bilingual Administrative Assistant to join our team on a contract basis in Santa Barbara, California. This role involves providing essential support to ensure the efficient operation of our office, including managing daily administrative tasks and assisting with communication needs. If you have strong organizational skills and enjoy a dynamic work environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily administrative tasks, including scheduling meetings, maintaining records, and organizing documents.</p><p>• Answer and direct inbound calls professionally, ensuring prompt and accurate responses.</p><p>• Perform data entry tasks with a high level of accuracy and attention to detail.</p><p>• Provide receptionist duties, including greeting visitors and ensuring a welcoming office environment.</p><p>• Assist in maintaining office supplies and coordinating with vendors as needed.</p><p>• Support the team with general office operations to enhance productivity.</p><p>• Prepare and edit correspondence, reports, and presentations as required.</p><p>• Handle confidential information with discretion and professionalism.</p><p>• Coordinate and communicate effectively with internal and external stakeholders.</p>
<p>We are partnering with a foundation based in Westlake Village looking for an experienced Corporate Paralegal to join their team. In this long-term contract position, you will play a vital role in supporting the General Counsel with legal operations and a wide range of matters. This is an exciting opportunity to contribute to a non-profit organization committed to making a positive impact. This is a hybrid role - 3 days on site in Westlake Village, 2 days remote. </p><p><br></p><p>Responsibilities:</p><p>• Draft and prepare corporate documents, including resolutions, meeting minutes, regulatory filings, and certificates under the direction of supervising attorneys.</p><p>• Conduct legal research to support compliance with federal, state, and local laws and regulations.</p><p>• Manage and track intellectual property registrations, including trademarks, ensuring accurate documentation and compliance.</p><p>• Coordinate board meeting agendas, gather materials, and oversee the production and distribution of board dockets and supporting documents.</p><p>• Provide administrative assistance to board committees, including maintaining governance documentation and updating the Board Resource Center.</p><p>• Monitor and implement legal technology tools to optimize processes and improve operational efficiency.</p><p>• Analyze legal data to identify trends and recommend process improvements for the organization.</p><p>• Maintain organized and secure corporate records, including board minutes, resolutions, and other official documents.</p><p>• Collaborate with attorneys to ensure timely execution of legal documents and filings.</p>
<p>We are partnering with a Personal Injury Defense firm based in Santa Barbara that is looking for an experienced Paralegal to join our team on a contract basis. This role is ideal for someone with a strong background in Personal Injury.</p><p><br></p><p>Responsibilities:</p><p>• Manage discovery processes, including organizing and reviewing legal documents.</p><p>• Conduct case analysis and legal research and prepare case materials.</p><p>• Prepare medical chronologies and other critical documentation for case analysis.</p><p>• Support attorneys in trial preparation, including drafting motions, organizing evidence, and trial binders.</p><p>• Utilize case management software to maintain accurate and up-to-date records.</p><p>• Coordinate with legal teams to ensure timely completion of litigation tasks.</p><p><br></p><p>Details:</p><p>• Hybrid work schedule, 2+ days on site in Santa Barbara</p><p>• Full time 40-hour work week</p><p>• Contract, potential to convert to direct hire</p><p><br></p>
<p>We are looking for an organized and proactive Facilities Assistant to join our team in Goleta, California. In this long-term contract position, you will play a key role in supporting our hospitality department by ensuring operational excellence and delivering exceptional service to internal stakeholders. This is an on-site role where attention to detail, event planning expertise, and strong technical skills will be highly valued.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and oversee event planning activities, including organizing celebrations and events.</p><p>• Assist with office moves and ensure seamless transitions for employees.</p><p>• Monitor and track budgets to ensure financial goals are met.</p><p>• Utilize tools like Slack, Asana, and Google Suite for efficient communication and project management.</p><p>• Maintain conference rooms and facilities, ensuring they are fully operational and well-maintained.</p><p>• Support daily operations by managing computerized maintenance management systems (CMMS).</p><p>• Collaborate with team members to plan and execute high-level projects.</p><p>• Provide excellent customer service to employees and act as a point of contact for facility-related inquiries.</p><p>• Leverage Apple OS and other technical tools to streamline processes.</p><p>• Work closely with department leadership to ensure smooth execution of objectives.</p>
We are seeking a detail-oriented Senior Accountant to join our team. The ideal candidate will have extensive experience in preparing financial statements, performing thorough analysis, and ensuring overall accuracy within the accounting and financial processes. This role is critical to supporting our organization’s financial health and overall business goals. Responsibilities Prepare and accurately post monthly journal entries to ensure proper accounting records. Generate and review monthly financial statements, providing detailed analysis and insights as needed. Compile comprehensive financial packages for Senior Managers and the Board of Directors. Conduct financial research to support monthly analysis requirements. Maintain and document high-level review notes for financial statements. Provide oversight and coverage Cash Accountant, ensuring smooth operations. Execute banking functions on the bank’s Internet platform efficiently. Reconcile cash deposits daily with bank records to ensure accuracy. Complete balance sheet account reconciliations and perform necessary analyses. Manage sales tax filings, including prepayments and quarterly returns, ensuring compliance. Prepare and file Business Property Statements with accuracy. Develop audit-ready schedules for annual external audits. Maintain and manage the fixed asset depreciation system efficiently. Carry out other accounting and administrative tasks as required to support the business. Qualifications <br> Experience: Minimum 5 years of work experience in detail oriented accounting roles, ideally with progressively responsible positions. Skills: Highly motivated self-starter with the ability to work independently at a high level. Strong analytical and reasoning abilities to solve complex problems. Proficient knowledge of automated accounting systems, including process optimization. Meticulous attention to accuracy, detail, and organization. Strong written and verbal communication skills to articulate financial insights effectively. Solid numerical skills and proficiency in intermediate-level Windows and Excel software. Team player with excellent interpersonal skills who thrives in collaborative environments.
<p>Robert Half Legal is partnering with a California County Public Sector client in their Behavioral Wellness Department to source a talented <strong>Contracts Analyst</strong> for a 90-day short-term contract assignment. This fully remote opportunity involves supporting the Procurement Manager's legal contracting needs by analyzing, drafting, and managing various critical agreements and documents.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Contract Review and Analysis:</strong> Analyze and review several amendments, restatements of Memorandums of Understanding (MOUs), Supportive Service Agreements, and property-related contracts.</li><li><strong>Drafting and Amendments:</strong> Provide drafting assistance and revisions for agreements to ensure accuracy and compliance.</li><li><strong>Collaboration:</strong> Work closely with the Behavioral Wellness Department to meet contractual priorities and deadlines effectively.</li><li><strong>Public Sector Knowledge:</strong> Navigate public sector protocols and processes to ensure adherence to compliance standards while working with governmental departments.</li><li><strong>Request for Proposals (RFP) Support:</strong> Assist with RFPs from the client-side, if applicable, ensuring documentation meets legal and procedural requirements.</li></ul><p><br></p>
We are looking for a motivated and detail-oriented Inside Sales Representative to join our team in Oxnard, California. This contract position offers an exciting opportunity to work within a dynamic manufacturing and production environment, focusing on building strong customer relationships and supporting sales operations. The ideal candidate will excel in managing orders, assisting with quotes, and ensuring seamless communication with clients and colleagues.<br><br>Responsibilities:<br>• Accurately input customer orders into the system, ensuring precision and timeliness.<br>• Create and deliver quotes based on customer inquiries while adhering to deadlines.<br>• Collaborate with outside sales representatives to follow up on warm leads and drive sales conversions.<br>• Maintain organized records of orders, quotes, and client communications using Excel and other tools.<br>• Provide exceptional support for repeat customers, addressing their needs and ensuring satisfaction.<br>• Handle detailed product information, including lengthy part numbers, with accuracy and focus.<br>• Support the sales process by managing inbound and outbound communications effectively.<br>• Actively contribute to achieving sales goals and enhancing overall team performance.
We are looking for a Finance Assistant to join our team in Santa Barbara, California. This long-term contract position offers an exciting opportunity to contribute to financial operations, including accounts payable and other accounting functions. The ideal candidate will demonstrate professionalism, initiative, and the ability to thrive in a fast-paced environment while working collaboratively with team members across multiple offices.<br><br>Responsibilities:<br>• Process and input client cost invoices into QuickBooks, ensuring accurate documentation in client folders.<br>• Collaborate with the bookkeeper to reconcile credit card charges, assigning costs to clients and maintaining organized records.<br>• Generate detailed client cost reports to support mediation, case closures, and other requests.<br>• Manage overhead expenses by accurately processing related invoices and maintaining proper documentation.<br>• Serve as a liaison to vendors, handling payment confirmations, reimbursements, and resolving discrepancies.<br>• Research and reconcile unclassified expenses, assigning costs to clients and distributing relevant information to attorneys.<br>• Review and reconcile monthly employee insurance statements for providers such as Anthem and Principal.<br>• Facilitate employee 401k plan payments through Empower's online service, ensuring accurate input into QuickBooks from payroll journals.
<p>We are looking for an experienced Sales Support specialist to join our team in Santa Barbara, California. In this role, you will play a vital part in assisting the sales team, ensuring seamless operations and excellent customer service. This position requires strong organizational skills and the ability to handle multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with the sales team to provide administrative support and streamline operations.</p><p>• Manage post-sales activities, ensuring customer satisfaction and resolving any issues.</p><p>• Handle inbound and outbound sales inquiries, delivering prompt and attentive responses.</p><p>• Process and track order entries, maintaining accuracy and attention to detail.</p><p>• Assist in preparing sales documentation and reports for internal use.</p><p>• Coordinate communication between departments to ensure timely delivery of products and services.</p><p>• Support lead generation efforts by identifying potential customers and opportunities.</p><p>• Maintain up-to-date knowledge of company products and services to assist customers effectively.</p><p>• Monitor sales performance metrics and provide insights to improve processes.</p><p>• Address customer concerns and provide solutions to enhance their experience.</p>
We are looking for a Client Services Associate to join our team in Santa Barbara, California. This contract position offers an exciting opportunity to support our clients in the financial services industry by delivering exceptional service and assisting with portfolio-related activities. You will work closely with wealth advisors and investment professionals to ensure each client receives tailored solutions and a seamless experience.<br><br>Responsibilities:<br>• Communicate with clients to understand their needs and provide accurate, timely information.<br>• Support the onboarding process for new clients, ensuring a smooth transition.<br>• Resolve client inquiries and concerns promptly to maintain high satisfaction levels.<br>• Process and verify account transactions, including deposits, withdrawals, and Required Minimum Distributions.<br>• Collaborate with internal teams to address client issues and improve service delivery.<br>• Stay informed about company products and services to provide comprehensive assistance.<br>• Contribute to the development of strategies that enhance the client experience.<br>• Maintain and update client records, ensuring precision in data entry and documentation.<br>• Monitor client accounts and agreements to ensure compliance with policies.
We are looking for an experienced Full Charge Bookkeeper to join our team in Santa Barbara, California. This is a Contract-to-Permanent position at a non-profit organization that provides essential services through government and private funding. The ideal candidate will manage financial operations, including accounts payable, accounts receivable, payroll processing, and donor transactions, while ensuring accuracy and compliance with accounting standards.<br><br>Responsibilities:<br>• Record daily financial transactions in QuickBooks, including deposits, income, and expenses.<br>• Prepare and process invoices for grants and other funding sources on a monthly and quarterly basis.<br>• Reconcile bank and credit card statements and ensure the accuracy of earned income receipts.<br>• Manage payroll processing in coordination with an external service provider.<br>• Compile and organize backup documentation for government reporting requirements.<br>• Oversee accounts payable and receivable, including aging analysis and collections.<br>• Monitor credit card activities and ensure timely payment of balances.<br>• Assist in audits by preparing necessary documentation and resolving any accounting discrepancies.<br>• Collaborate with the Finance Director on cash flow forecasting and financial reporting.<br>• Enforce proper accounting policies, procedures, and principles while identifying opportunities for system improvements.
We are looking for a detail-oriented Staff Accountant to join our team in Santa Barbara, California. This is a long-term contract position ideal for someone with expertise in corporate tax and accounting processes. The successful candidate will play a key role in maintaining accurate financial records and ensuring compliance with tax regulations.<br><br>Responsibilities:<br>• Prepare and review corporate tax returns to ensure accuracy and compliance with federal and state regulations.<br>• Manage sales tax reporting and filings, addressing any discrepancies or issues promptly.<br>• Record and reconcile journal entries to maintain accurate financial data.<br>• Maintain and update the general ledger, ensuring all transactions are properly documented.<br>• Collaborate with internal teams to support audits and provide necessary documentation.<br>• Analyze financial statements and reports to identify trends and discrepancies.<br>• Assist in the preparation of monthly, quarterly, and annual financial reports.<br>• Stay current with changes in tax laws and regulations to ensure compliance.<br>• Provide recommendations for improving accounting processes and efficiency.
