- 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 in strategic planning...is a necessary skill * Familiarity with General Ledger management is essential * Ability to accurately prepare and… more
- Robert Half Finance & Accounting (La Palma, CA)
- …ideal for someone with a keen eye for detail and expertise in public tax management and corporate tax processes. You will play a key role in overseeing tax ... Provide leadership and mentorship to team members, fostering their growth and development . * Identify opportunities for tax savings and efficiencies within corporate… more
- Robert Half Finance & Accounting (Tustin, CA)
- …with cross-functional leaders, and serve as a trusted advisor to senior management . Your insights and leadership will shape key business decisions and long-term ... performance, identify trends, and recommend actionable improvements. * Oversee the development and enhancement of financial models, tools, and processes to scale… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Advisor at a thriving RIA. This is a full-time permanent role based ... is a leading Registered Investment Advisor with $10 billion in assets under management . They're seeking an energetic and dedicated Associate Advisor to join their… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …work closely with clients to deliver holistic financial planning, investment management , and strategic guidance tailored to each individual's goals and values. ... personalized wealth strategies. Key Responsibilities + Lead client relationship management , including financial planning, investment strategy, and estate coordination.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …each client's unique goals and values. Key Responsibilities + Lead the development and review of financial documents including balance sheets, strategic plans, ... and portfolio reports. + Provide holistic financial advice covering investment management , estate planning, tax strategies, and philanthropic planning. + Maintain… more
- Robert Half Finance & Accounting (Compton, CA)
- …ideal candidate will have a proven track record in HR management , particularly within manufacturing environments, and possess strong interpersonal and administrative ... open communication. * Administer compensation and benefits programs, including vendor management , to ensure competitive and compliant offerings. * Ensure compliance… more
- Robert Half Finance & Accounting (Alameda, CA)
- …a mission-driven financial services firm committed to providing personalized investment management . This role is essential to maintaining the accuracy, efficiency, ... results. Position Summary The Portfolio Administrator will oversee the daily management of portfolio reporting, trading, and rebalancing. This role involves… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description A growing wealth management firm is seeking a Portfolio Administrator to ensure the accuracy, efficiency, and operational excellence of client ... rebalancing, and trade execution. + Serve as the go-to expert for portfolio management systems and custodial platforms. + Maintain accurate account setups and data… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description A well-established, privately-owned investment management firm is seeking a full-time Marketing & Client Service Associate to join its collaborative and ... detail-oriented, project-minded professional looking to build a long-term career in asset management . Key Responsibilities RFP & Questionnaire Management + Draft… more