- Robert Half Finance & Accounting (Sacramento, CA)
- …income tax returns, tax payments, and asset valuations for all entities. + Examines accounts and records and computes taxes owed. + Prepare tax files for outside CPA ... by leadership. Requirements Requirements: + CPA License + Bachelor's Degree in Accounting or Finance. + Knowledge of 1031 exchanges, depreciation and public … more
- Robert Half Finance & Accounting (San Mateo, CA)
- …solutions, including advisory services, 401(k) management, insurance, and brokerage accounts -all delivered with a focus on long-term relationships. You can ... new clients and ensure a seamless, high-touch experience. + Manage account setup, transfers, and financial planning workflows, including e-delivery and beneficiary… more
- Robert Half Finance & Accounting (Roseville, CA)
- …This opportunity is ideal for those who excel in the field of accounting and are proficient in handling customer inquiries and maintaining accurate records. ... * Conduct variance analysis and provide explanations as necessary. * Manage accounts receivable and accounts payable functions for affiliate billings. *… more
- LifeSteps (Sacramento, CA)
- … adjustments, and resolving client discrepancies. + Monitors and maintains assigned accounts to ensure calls, account adjustments, and customer reconciliations ... metric goals within allowable range. + Answers inbound calls to assist with accounting inquiries and payments. + Reconciles customer accounts monthly. +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately and ... client instructions) + Monitor daily custodian alerts and follow up as needed + Support client onboarding, account setup, and CRM updates + Help coordinate… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for clients with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately and ... client instructions) + Monitor daily custodian alerts and follow up as needed + Support client onboarding, account setup, and CRM updates + Help coordinate… more
- Robert Half Finance & Accounting (Turlock, CA)
- …maintain strong client relationships with tailored financial guidance * Oversee accounting software implementation and optimization for efficiency and accuracy * ... Mentor entry level accountants and support detail oriented development within the team * Participate... business development efforts. Requirements * Proven experience in Account Reconciliation is required for the Sr. Accountant role… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …K-1 partners and W-2 staff in a high-pressure environment. + Lead, mentor, and support a team of three payroll staff. + Manage payroll systems; identify and resolve ... overtime, sick/PTO, and leave calculations. + Handle garnishments, levies, and child support deductions. + Review and approve termination and off-cycle paychecks. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Client Services Manager/Director at a Wealth Management Firm. This is a ... Coordinate with custodians and third-party data providers + Optimize resources and support advisors across locations + Improve workflows for onboarding, account … more
- Robert Half Finance & Accounting (San Francisco, CA)
- …related to tax matters. + Lead ad-hoc tax research projects to support decision-making. Finance & Operations + Review financial reports and produce quarterly ... NAV reports. + Support annual financial statement preparation and audit processes. +...Participate in operational activities including capital calls, distributions, and accounts payable. + Address finance-related investor inquiries. + Contribute… more