71 accounting jobs found in Concord, CA

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . An established, fast-growing wealth management firm is seeking a Tax Supervisor to join its Tax and Estate Planning team. This role is ideal for an experienced tax professional who enjoys working directly with high-net-worth clients and collaborating with senior CPAs, estate planning professionals, and financial advisors. The position offers broad exposure to individual, trust, estate, and entity taxation, as well as advanced tax planning and wealth management strategies. Responsibilities The Tax Supervisor will take ownership of tax planning, compliance, and advisory initiatives while partnering closely with senior professionals across the firm. Tax & Planning Oversee and review tax preparation and compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities. Develop and review federal and state tax...

Our team is seeking an Accounts Payable Specialist to join our Full-Time Engagement Professionals practice, a solution that provides clients with full-time professionals who can support critical projects and interim staffing needs while offering continuity and the ability to re-engage talent for future needs. In this role, you will support client engagements by managing day-to-day accounts payable activities, helping maintain accurate financial records, and ensuring timely vendor payments. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there.  Key Responsibilities Process a high volume of vendor invoices accurately and in a timely manner. Review invoices for proper approval, coding, and supporting documentation. Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments. Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies....

We are looking for an Accounts Receivable Specialist to join a healthcare organization in a contract-to-permanent capacity. This role supports customer account management by addressing billing concerns, resolving payment-related questions, and providing responsive service across a high volume of daily interactions. The ideal candidate is organized, customer-focused, and comfortable balancing receivables tasks with account support responsibilities in a fast-paced environment. Responsibilities: • Respond to customer inquiries related to services, invoices, account activity, and other billing matters with professionalism and accuracy. • Manage a high volume of inbound and outbound calls each day, ensuring timely follow-up and consistent communication with customers and internal teams. • Investigate and resolve customer concerns, document account notes in the system, and take ownership of issues through completion. • Review billing records, explain invoice details, and apply...

Robert Half's client is seeking an Administrative Assistant to support insurance operations in Concord, California. This role is ideal for someone who thrives in a fast-paced office environment and can balance client service, documentation, and coordination across multiple priorities. The role will partner closely with two insurance agents, helping keep applications, renewals, and client records organized while ensuring responsive follow-up with carriers and customers. Administrative Assistant Duties: Provide administrative support to two insurance agents handling both group and individual insurance services. Assist with processing and tracking insurance applications to help ensure timely approvals. Perform accurate data entry and maintain client records within the company's CRM system. Upload and organize client information, emails, and documentation. Retrieve and process policy renewals from carrier websites. Communicate with insurance carriers to resolve...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days!  Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.  This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans. Prepare and review complex federal and state tax returns for high-net-worth individuals. Review...

We are looking for an Accounts Receivable Coordinator to join a legal organization in Walnut Creek, California in a contract capacity with the potential to become permanent. This position is well suited for someone with at least one year of experience who enjoys investigative, detail-oriented work. The role focuses on resolving unapplied cash, researching payment discrepancies, and helping ensure incoming funds are properly identified and recorded. Candidates who are organized, adaptable, and comfortable learning multiple systems will be set up for success in this hybrid opportunity. Responsibilities: • Investigate unapplied cash balances by reviewing overpayments, duplicate remittances, and missing payment instructions to determine the correct resolution. • Connect with collectors, clients, insurance carriers, third-party payment processors, and internal teams to obtain allocation details and clarify outstanding payment questions. • Examine account and payment activity...

We are looking for an Accounts Receivable Clerk to join our client in Walnut Creek, California on a contract basis with the potential for a permanent role. The ideal candidate is highly attentive to detail, comfortable working across multiple digital platforms, and confident collaborating through remote communication tools. This is a remote position which requires only two days in the office per month once trained. Training is onsite in the Walnut Creek. Responsibilities: • Post incoming payments from lockbox and other sources while verifying tenant information, property details, and payment amounts for accuracy. • Prepare and process recurring invoices related to lease and rental charges, ensuring timely and precise billing. • Reconcile customer accounts and receivable balances by investigating discrepancies and resolving payment issues promptly. • Manage high-volume cash application activity with a strong focus on accuracy, completeness, and proper documentation....

We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders. Responsibilities: Support annual budgets, forecasts, and long-term financial planning. Build financial models to analyze sales channels, promotions, margins, and growth. Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs. Track profitability and margin performance to support operations and planning. Prepare monthly financial reports, KPI dashboards, and variance analyses. Provide insights and recommendations to improve spending,...

Our team is hiring an Accounts Payable Specialist for our Full-Time Engagement Professionals practice. This role supports client projects and interim staffing needs while providing continuity and the option to re-engage talent for future needs. You will handle daily accounts payable/receivable tasks, maintain accurate financial records, and ensure vendors are paid on time. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there.  Key Responsibilities ·      Process a high volume of vendor invoices accurately and in a timely manner. ·      Review invoices for proper approval, coding, and supporting documentation. ·      Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments. ·      Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies. ·      Maintain vendor records, including W-9s, payment instructions, and account updates. ·...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Location: Walnut Creek, CA Salary: $85,000 - $100,000 Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management . Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities Provide day-to-day administrative and operational support to two Wealth Advisors. Serve as a primary point of contact for client service requests, ensuring...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Location: Alamo, CA Salary: $85,000 - $100,000 Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management . Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities Provide day-to-day administrative and operational support to two Wealth Advisors. Serve as a primary point of contact for client service requests, ensuring timely and...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . We are partnering with a rapidly growing investment firm in the San Francisco Bay Area seeking a Operations Associate to support the firm’s day-to-day business operations. This is a highly visible, hands-on role offering significant variety, autonomy, and the opportunity to take on increasingly complex responsibilities over time. Business & Operations Manage relationships and day-to-day coordination with external service providers and business partners. Review, reconcile, and maintain operational files, reports, and documentation. Coordinate wires and other financial transactions in accordance with established processes and controls. Manage contracts, including key dates, renewals, and documentation. Support recurring operational processes and identify opportunities to improve efficiency. Partner with internal stakeholders and...

We are looking for an experienced finance leader to guide strategic planning and analytical decision-making for our organization in Hercules, California. This role will partner across functions to translate complex financial and operational data into actionable insights, strengthen forecasting accuracy, and support business performance. The ideal candidate brings strong modeling capabilities, sound business judgment, and experience working in a biotech environment. Responsibilities: • Lead financial planning activities by developing forecasts, budgets, and long-range models that support business objectives and investment decisions. • Analyze business performance through detailed review of financial results, identifying trends, risks, and drivers behind key variances. • Build and refine financial models to evaluate scenarios, resource allocation, and the potential impact of strategic initiatives. • Deliver ad hoc analysis for leadership, turning large and complex datasets into clear...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . An established, fast-growing wealth management firm is seeking a Tax Supervisor to join its Tax and Estate Planning team. This role is ideal for an experienced tax professional who enjoys working directly with high-net-worth clients and collaborating with senior CPAs, estate planning professionals, and financial advisors. The position offers broad exposure to individual, trust, estate, and entity taxation, as well as advanced tax planning and wealth management strategies. Responsibilities The Tax Supervisor will take ownership of tax planning, compliance, and advisory initiatives while partnering closely with senior professionals across the firm. Tax & Planning Oversee and review tax preparation and compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities. Develop and review federal and state tax...

We are looking for an experienced Front Desk Coordinator to support daily office operations for a property management company in Vallejo, California. This contract-to-permanent opportunity is ideal for someone who enjoys being the first point of contact for visitors, residents, and callers while keeping the front office organized and responsive. The role combines customer-facing reception work with administrative support, requiring strong communication skills, attention to detail, and the ability to manage multiple tasks throughout the day. Front Desk Coordinator Responsibilities: • Welcome guests, tenants, and vendors professionally while maintaining an organized and efficient front desk presence. • Handle incoming phone calls promptly, direct inquiries to the appropriate team members, and provide helpful information when appropriate. • Monitor voicemail inboxes, retrieve messages in a timely manner, and ensure follow-up items are routed correctly. • Support day-to-day...

We are looking for an Accounts Payable Clerk to support a busy construction organization in San Ramon, California. This contract opportunity with potential for a permanent role is ideal for someone who thrives in a high-volume invoice environment and can maintain accuracy while handling recurring utility payments across multiple locations. The person in this role will contribute to timely payment processing, month-end support, and vendor record maintenance while working with tools such as Metaviewer and Oracle JD Edwards EnterpriseOne. Responsibilities: • Handle a large weekly flow of accounts payable transactions, including utility invoices for numerous communities, while ensuring timely and precise processing. • Review, code, and route invoices correctly using established cost centers and utility-related cost codes before submission for payment. • Use Metaviewer to support invoice intake, validate populated fields, and confirm payment data is accurate prior to...

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn . Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an Operations Manager to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a...

Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Some operations roles are about keeping the lights on. This one is about helping shape how a growing $2B wealth management firm operates. California Financial Advisors is a well-established, rapidly growing RIA in San Ramon—and they’re looking for an Operations Manager to step into a high-impact role created through a planned succession. 💰 $90K–$110K + Bonus + 3% 401(k) Match 📍 San Ramon 📈 $2B AUM | ~30 years in business 🚀 Why This Role Is Different You’ll work directly with the COO and current Operations Manager , receiving hands-on training and significant knowledge transfer as you grow into the role. This isn't a narrow operations position. You’ll have visibility across operations, HR, technology, compliance coordination, process improvement, and firmwide initiatives. You’ll be expected to spot...

We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities. Responsibilities: • Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery. • Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives. • Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders. • Manage...

We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support. Responsibilities: • Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting. • Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities. • Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management...