195 results for Help Desk Support Manager in San Francisco, CA

Systems Administrator Robert Half is seeking a highly motivated and hands-on System Administrator in Foster City to support IT infrastructure and help desk operations. This position will play a crucial role during a transition period and requires someone ready to hit the ground running in a startup-like, fast-paced environment. The ideal candidate will exhibit a proactive “get things done” mindset, thrive in a lean team, and possess a balance of technical expertise and big-picture thinking. Responsibilities:<ul><li>Serve as a hands-on System Administrator providing full-stack technical support across all levels (L1 – L3).</li><li>Manage and maintain Microsoft Office 365, Active Directory (AD), and Okta:</li><li>Administer accounts, group management, synchronization, and integrations.</li><li>Support Okta advanced features, including SAML integrations and customer-specific logins.</li><li>Provide help desk support using Jira Service Management:</li><li>Handle access requests, password/MFA resets, and onboarding/offboarding tasks.</li><li>Create and configure Jira projects and develop project-based solutions.</li><li>Offer hardware and software support for a heavy Mac environment and administer Zoom Room technologies.</li><li>Maintain familiarity with Wi-Fi systems:</li><li>Including Cisco Meraki and Juniper Mist.</li><li>Troubleshoot and support hybrid AD infrastructure, cloud-connected servers, and associated sync challenges.</li><li>Contribute to current IT projects aimed at optimizing infrastructure and processes.</li></ul>

Manager – Workday Financials (Business Operations) A leading organization in the professional services sector is hiring an Manager, Workday Financials to support and optimize day-to-day Workday Financials business operations. This strategic leadership role sits within the HR and Financial Solutions department and is responsible for ensuring Workday solutions align with operational needs, delivering streamlined workflows, compliance, and long-term stability. This role is heavily focused on the business operations side of Workday Financials in a production environment. The IT Manager leads a high-performing team responsible for maintaining and enhancing Workday Financials while partnering closely with Finance, HR, and IT leadership. The manager ensures system integrity, performance, and business continuity, while driving data-informed decision-making and cross-functional collaboration. Key Responsibilities<ul><li>Lead and oversee the daily operations, optimization, and maintenance of Workday Financials modules (e.g., General Ledger, AP/AR, Fixed Assets, Procurement, Expenses).</li><li>Manage a team of technical professionals to deliver reliable and scalable solutions that support business objectives.</li><li>Ensure efficient handling of production issues, manage SLAs, and recommend architectural or process improvements.</li><li>Collaborate with Finance stakeholders to design and implement enhancements aligned with compliance (SOX, GAAP, IFRS) and reporting needs.</li><li>Support all lifecycle activities: design, development, testing, deployment, minor enhancements, upgrades, and production support.</li><li>Provide strategic guidance to optimize business operations via automation, integration, and process improvements.</li><li>Oversee system configuration and integration projects using tools like EIB, Workday Studio, and Workday APIs.</li><li>Align technical resources and project priorities with long-term operational goals and corporate standards.</li><li>Partner with external vendors and internal teams to deliver high-quality solutions on time and within budget.</li><li>Lead personnel activities: hiring, onboarding, mentoring, performance evaluations, and skill development.</li><li>Participate in rotational on-call support for production systems.</li></ul>

Information Systems Project Manager We are seeking an experienced Information Systems Project Manager to lead the implementation of enterprise-level IT projects. This role will report directly to leadership and oversee strategic initiatives such as implementing a cost accounting system, optimizing our ERP, and deploying enterprise-wide credentialing and privileging software. Candidates with experience implementing these systems or direct experience working with Epic will be strongly preferred.Position OverviewThe Information Systems Project Manager is responsible for overseeing complex IT projects, coordinating cross-functional teams, and ensuring the successful implementation of technology solutions that support business objectives. This position requires strong project management expertise, technical knowledge, and leadership skills to drive initiatives from planning through execution.Key Responsibilities<ul><li>Serve as the project manager for enterprise-wide IT initiatives, ensuring alignment with business goals and regulatory requirements.</li><li>Lead cross-functional teams, including IT staff, vendors, and business stakeholders, to execute project plans efficiently.</li><li>Oversee the implementation of cost accounting systems, ERP optimizations, and credentialing/privileging software, ensuring successful integration and adoption.</li><li>Candidates with Epic experience will be preferred, particularly those who have worked directly for Epic or managed Epic system implementations.</li><li>Develop and manage project timelines, budgets, risk assessments, and reporting structures.</li><li>Coordinate system design, configuration, testing, deployment, and training to ensure seamless integration and user adoption.</li><li>Ensure adherence to best practices in system security, data integrity, and IT governance.</li><li>Act as a liaison between technical teams and business users to define system requirements and drive process improvements.</li><li>Oversee system troubleshooting, issue resolution, and post-implementation support.</li><li>Maintain strong stakeholder engagement and clear communication of project objectives, scope, and expected outcomes.</li><li>Utilize project management methodologies, including Agile and Waterfall, to deliver high-quality solutions.</li><li>Supervise feasibility studies, system evaluations, vendor negotiations, and contracting processes as needed.</li></ul>

IT Project Manager/BA We are offering an exciting opportunity for an IT Project Manager/BA in the ERP integration landscape, located in Hayward, California. The role entails driving ERP integration projects, enhancing workflows, and improving standard operating procedures within the team. Responsibilities: • Facilitate ERP integration projects from inception to completion, focusing on timely delivery within the budget. • Collaborate with a variety of teams to pinpoint and implement improvements in workflow and enhancements to standard operating procedures. • Supervise data migration procedures to ensure the integrity and accuracy of data. • Leverage data visualization tools to develop insightful dashboards and reports for stakeholders. • Formulate and maintain project schedules, plans, and status reports. • Identify potential project risks and issues and devise strategies to mitigate them. • Deliver regular updates on project progress to senior management and stakeholders. • Offer technical advice and support to team members. • Utilize tools such as Atlassian Jira, ERP - Enterprise Resource Planning, and Change Management to manage project tasks and track progress. • Apply knowledge of Department SOP's, creating workflows, and data workflows in daily tasks.

Sr. Admin Assistant (Tech Savvy) The Technology Support Specialist provides administrative, operational, and technical support to facilitate education programs. This temporary role involves providing training and technical assistance to providers for data reporting, as well as ensuring accuracy and completeness of submitted data. The position requires collaboration with internal teams and external stakeholders while maintaining a high level of professionalism and organizational skills.The position operates at a senior associate level (non-exempt) and requires professional judgment, advanced administrative competency, and independent decision-making. Duties encompass a broad scope of work, reflecting a higher level of complexity and responsibility compared to entry-level roles. Essential Duties and Responsibilities:Responsibilities may vary, but key tasks include:<ul><li>Assisting providers and partners with technical support related to accessing and navigating web-based platforms for data reporting.</li><li>Monitoring communication channels (e.g., helpdesk mailboxes) to respond to inquiries, troubleshoot issues, and escalate complex cases to management.</li><li>Coordinating and delivering training sessions, informational webinars, and office hours for providers, which may involve flexible working hours, including evenings and weekends.</li><li>Maintaining accurate records of interactions and support provided to stakeholders.</li><li>Collaborating with internal teams to address concerns and improve the quality and efficiency of program services.</li><li>Supporting the creation and revision of user guides, FAQs, and other training resources tailored to data reporting needs.</li><li>Performing administrative and program support tasks to aid the successful execution of funding and program initiatives.</li></ul>

Operations/Office Associate, Wealth Management Our client is a fiduciary investment advisory firm specializing in retirement planning and investment supervisory services. They take a long-term investment approach while tailoring strategies to meet each client’s unique needs. Since its founding in 1998, the firm has grown to manage over $1.48 billion in assets as of December 2022. Committed to acting in the best interests of their clients, they prioritize building lasting relationships beyond just numbers. We are seeking an Operations Associate to join our team in San Ramon. This position is to support the Office Manager and Operations Manager for a growing RIA firm! Job Description<ul><li>Financial Reporting: Assist with QuickBooks entries, reconciliation, and financial reporting.</li><li>Payroll Duties: Support payroll processing and ensure timely and accurate payments.</li><li>HR Support: Assist with onboarding, benefits administration, and general HR tasks.</li><li>Administration: Manage office supplies, scheduling, and general office upkeep.</li><li>IT Support: Provide basis technical troubleshooting and coordinate with IT vendors when necessary.</li><li>Special Projects: Support the Operations and Office Managers with ad-hoc projects on as needed basis. </li></ul>

Operations Associate **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** We are working with an established Wealth Management firm in San Ramon. This position is to support the Office Manager and Operations Manager for a growing RIA firm! Job Description<ul><li>Financial Reporting: Assist with QuickBooks entries, reconciliation, and financial reporting.</li><li>Payroll Duties: Support payroll processing and ensure timely and accurate payments.</li><li>HR Support: Assist with onboarding, benefits administration, and general HR tasks.</li><li>Administration: Manage office supplies, scheduling, and general office upkeep.</li><li>IT Support: Provide basis technical troubleshooting and coordinate with IT vendors when necessary.</li><li>Special Projects: Support the Operations and Office Managers with ad-hoc projects on as needed basis. </li></ul>

VP - IT and Facilities Manager Robert Half is sourcing for a senior leadership role to oversees IT infrastructure, support services, and facilities operations to ensure optimal performance and a productive work environment. The role requires a blend of technical expertise and team management, with a focus on IT systems, cybersecurity, vendor coordination, and facilities maintenance. Key Responsibilities:<ul><li>Lead IT operations including infrastructure, networks, applications, cloud/on-prem deployments, and service desk.</li><li>Oversee facilities management—maintenance, security, and vendor coordination across office locations.</li><li>Manage multiple concurrent IT and facilities projects, budgets, and timelines.</li><li>Supervise and develop IT/facilities staff and external vendors.</li><li>Serve as a technical escalation point and provide hands-on support when necessary.</li><li>Drive standardization, automation, and continuous improvement initiatives.</li><li>Ensure compliance with internal policies and applicable regulations.</li><li>Provide system/application expertise to support strategic IT planning.</li></ul>

Program Support Specialist We are offering a long-term contract employment opportunity for a Program Manager based in Everett, Washington. The role involves supporting all activities related to the pursuit, capture, and execution of current and prospective programs. You will be expected to work across several departments including Operations, Engineering, Manufacturing, Sales, Contracts, Order Administration, Subcontracts, Quality, Finance and Services, and will have direct interaction with external customers. Responsibilities: • Managing projects of moderate risk and complexity or a portion of a larger project• Providing direction and oversight to ensure that issues/problems of moderate scope and complexity are avoided and/or resolved• Supporting program execution teams with activities such as risk management, financial reporting, and customer interaction/action reporting• Networking with senior internal and external personnel in own area of expertise on issues• Coordinating activities across the shared services business model and maintaining collaborative working relationships with all involved departments• Handling multiple issues that affect many products simultaneously• Providing a logical, in-depth analysis of problems or situations• Ensuring that all details of a project are accurate• Displaying energy, persistence, and a positive attitude when working on projects• Ensuring that information has been received and accurately understood by all parties.

Payroll Manager We are seeking a skilled Payroll Manager to join our team at our location in San Francisco, California. As a Payroll Manager, you will be tasked with overseeing ADP financial services, managing the ADP Workforce Now, and handling ATS. This role is crucial in maintaining accurate payroll records and ensuring all financial transactions are processed accurately and timely. For immediate consideration, please contact Tra Nguyen directly via Linked-In. Responsibilities:<ul><li>Serve as the primary administrator for payroll systems, with extensive use of Paycom and regular liaison with Paycom representatives</li><li>Accurately manage and process bi-weekly payroll, including direct deposit requests and payroll record maintenance</li><li>Recommend and help implement process improvements to optimize payroll operations</li><li>Oversee year-end tasks such as W-2 distribution, accrual calculations (vacation, sick, and floating holidays), and record purges</li><li>Ensure compliance and proper retention of timesheets and payroll-related documents</li><li>Process manual checks, ensuring accuracy and appropriate approvals</li><li>Conduct bi-weekly audits to ensure correct pay practices and contract interpretations, collaborating with HR as needed</li><li>Manage quarterly payroll tax filings, tax reconciliation spreadsheets, and resolve tax-related issues</li><li>Handle FSA enrollments, reports, and deductions</li><li>Administer wage garnishments, salary verifications, and recurring payroll reports</li><li>Initiate and monitor benefit and union dues deductions and invoicing</li><li>Supervise payroll assistants or temporary help as assigned</li><li>Support payroll, 403(b), and financial audit processes</li></ul>

Manager of Business Analysts (BA)-Salesforce Transformation Our client is looking for a Manager of Business Analysts (Manager ATI- Apps, Technology & Innovation) to lead and grow a team of highly skilled Business Analysts embedded in their Salesforce Competency Center. This team is critical to the front office transformation journey—from Salesforce Classic to Lightning and beyond. What You’ll Do:As Manager, you’ll lead 4–5 BAs and play a key role in shaping how we approach business analysis at scale. You’ll provide mentorship and support for a growing team of business architects and solution liaisons, helping them shift our current Salesforce environment toward a streamlined, out-of-the-box solution.Your responsibilities include:<ul><li>Managing, mentoring, and growing a team of Business Analysts </li><li>Partnering with functional leads, product managers, and technical teams to document current business processes (“as-is”), build forward-thinking solutions, and define future state models.</li><li>Driving clarity across stakeholders with excellent communication and humility—this role requires someone who leads with kindness, directness, and quiet excellence.</li><li>Supporting our long-term Salesforce roadmap, including the shift from Classic to Lightning and eventual expansion to Agentforce and other digital tools.</li><li>Encouraging team development through certification programs (Salesforce Admin, Platform, and BA certifications encouraged).</li></ul> Who You Are:You are a strategic thinker and a strong people manager who understands the art of balancing complex business needs with scalable technology solutions. You’ve likely been a consultant, led teams through change, and helped transition highly customized platforms back to core product functionality.

Executive Assistant to CEO SUMMARYWe are seeking a dynamic and highly organized Executive Assistant to directly support the Chief Executive Officer (CEO). The individual in this role will serve as the hub of the organization, ensuring smooth operations, efficient coordination among team members, and alignment with the CEO’s vision. This position provides a unique opportunity for a hands-on contributor with strong problem-solving capabilities and a proactive mindset to thrive in a fast-paced, multifaceted environment. RESPONSIBILITIES<ul><li>Operational Coordination: Assist the CEO in overseeing company operations, including scheduling, maintenance coordination, and managing activities with contractors and handymen.</li><li>Strategic Support: Track, understand, and organize key dates, commitments, business unit milestones, and complex project timelines to ensure timely execution.</li><li>Administrative Organization: Filing, scanning, and managing CEO emails and documentation, ensuring accurate organization and less than 500 emails in the inbox at any time.</li><li>Meeting Management: Facilitate meetings, including scheduling, preparation, and note-taking. Run weekly Work Order Status and staff meetings.</li><li>Internal and External Communication: Serve as the communication liaison for the CEO, reflecting the company's mission and the CEO's vision in all correspondences. May require technical or industry knowledge.</li><li>Team Leadership: Rally the team, ensuring alignment, morale, and proactive collaboration between owners, leasing managers, site managers, and bookkeepers.</li><li>Project Research and Support: Research technical and non-technical topics to identify solutions, and assist with project activities and progress monitoring.</li><li>Event Coordination: Handle catering, travel arrangements, and event planning logistics. Provide support during company events when needed.</li><li>Emergency Accountability: Be available for resolving emergencies after hours or on weekends, including occasional property visits within San Mateo County.</li><li>Tenant and Contractor Management: Foster proactive communication and resolve issues both professionally and expediently.</li><li>Maintain Property Ware Accounts: Regularly review contractor ledgers and accounts within the Property Ware application.</li><li>Optimize SOPs: Learn and execute existing operational procedures while proactively developing new standard operating procedures (SOPs) to improve efficiency</li></ul>WORKING CONDITIONSThis role requires the ability to travel within San Mateo County for site visits and emergencies. Candidates must be comfortable with occasional after-hours or weekend availability to support urgent matters.

Finance & Operations Associate – Asset Management Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Finance & Operations Associate – Asset Management FirmEmployment Type: Full-TimeLocation: San Mateo; 5 days in officeSalary: $110-150k (DOE) + Bonus Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing. We are partnering with a well-established asset management firm seeking a Finance & Operations Associate to support various financial and administrative functions. This role is ideal for a detail-oriented professional with experience in accounting, payroll, and financial operations. Key Responsibilities:<ul><li>Assist with accounts payable processes, ensuring timely and accurate payments.</li><li>Serve as a vendor liaison, coordinating with external partners and financial institutions.</li><li>Support payroll processing, benefits administration, and HSA plan management.</li><li>Assist with internship program onboarding and offboarding, including background checks.</li><li>Manage financial transactions, including wires and ACH transfers.</li><li>Assist with compensation and benefits administration, including annual statements and insurance renewals.</li><li>Provide accounting and tax support, including reviewing ledgers, preparing tax documents, and supporting quarterly and year-end closings.</li><li>Contribute to budgeting and forecasting efforts, as well as financial statement reviews.</li></ul>

Payroll Supervisor/Manager/Director Sr. Manager - Payroll & Equity This will be responsible for the full payroll function, including equity-based compensation, as well as developing and strengthening internal controls and processes related to payroll and equity. This role will be responsible for managing the Company’s equity compensation process, including option grants and the ESPP plan. The candidate will be responsible for the day-to-day operations and transactions as well as month-end accounting close as related to payroll and equity. Ideal candidates will have a background working on both payroll and equity management in industry and the ability and desire to work in a fast paced and dynamic environment. This individual will work closely to support all employees and across various functions including HR, Legal, payroll/benefits provider, transfer agent, broker, and financial auditors. Responsibilities· Responsible for ensuring accuracy, compliance, and timely processing of semi-monthly and monthly payrolls for employees located in multi-state locations.· Review and process transactions including benefit changes, special compensation, other adjustments.· Ensure compliance with internal controls, federal/state/local requirements, deadlines.· Manage regulatory filings, notices, audits, and other communications from federal and state agencies.· Work with payroll vendor on system administration, maintenance, reporting needs.· Manage, reconcile, and report on employee benefit programs, including 401(k) and FSA, and work with service providers to resolve inquiries and/or provide employee training.· Prepare journal entries, payroll and benefit reconciliations, and assist with quarterly reporting and external financial audits.· Ad hoc projects including compensation research for annual compensation process and employee changes, board reports.· Prepare and process new equity awards, exercises, cancellations and releases promptly, including off-cycle payrolls for tax withholdings.· Track and report W-2 income from stock exercises and dispositions· Execute trading blackout periods and enforcement of insider trading policy restrictions.· Manage open enrollment process and purchases for ESPP including monitoring limits.· Interact with transfer agent to ensure that trades are settled timely.· Prepare journal entries related to equity and stock-based compensation expense, reconciliations, and assist with quarterly reporting and external audits.

Social Community Manager Our agency client is looking for a Community Manager/Social Media Manager to support their CPG/lifestyle client. The role is 40hr/wk, remote, through end of June. What you will be doing: <ul><li>Community Management & Engagement on TikTok and Instagram</li><li>Support with influencer posting and amplification</li><li>Find and share INSIGHTS through Social Listening to help inform content needs, topics to brief influencers on and to help inform reactive opportunities</li><li>Strategic support on content calendar planning & support on Campaign planning</li><li>Help build, grow, and manage online communities for our client’s key consumer brands.</li><li>Social listening for conversations, topics, trends that brands can engage in.</li><li>Identify and track relevant community data metrics/develop monthly reporting and outline key insights.</li><li>Creating timely and culturally relevant content optimized for platform and audience.</li><li>Act as the brand guardian to ensure all work produced is faithful to the client’s brand guidelines.</li><li>Work closely with the SEO (Search Engine Optimization) Manager to understand insights that may be discovered SEO reports and monitoring.</li><li>Develop social media content calendar.</li><li>Repost paid advertising and influencer content to owned pages.</li><li>Social monitoring and response, working with CRC (Consumer Response Center) and passing on/escalating consumers that require CRC attention. </li></ul>

Finance Manager - Investment Firm Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Finance Manager at a fast-growing investment firm. This full-time, permanent role is based in San Francisco. Join a firm specializing in middle-market private credit, where innovation and strategic thinking drive success. In this role, you'll gain broad exposure to fund accounting, financial planning, operations, and strategic initiatives while working closely with senior leadership in a dynamic environment. The firm offers a supportive culture with unlimited PTO, comprehensive health coverage, 401(k) matching, and potential equity participation, all within a team-oriented, entrepreneurial setting focused on your growth and impact. Responsibilities<ul><li>Lead day-to-day fund accounting operations, including NAVs and capital account maintenance</li><li>Coordinate with fund admins, auditors, and tax advisors</li><li>Create internal reporting packages and investor materials</li><li>Support budgeting, forecasting, and firm-wide FP& A initiatives</li><li>Implement and refine operational workflows across teams</li><li>Work closely with senior leadership on high-level strategy</li><li>Ensure accurate tax reporting with the help of external experts</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Systems Engineer We are providing a short term contract employment opportunity for a Systems Engineer in Oakland, California. As a Systems Engineer, your primary role will be to manage and implement various IT projects, ensure the smooth operation of our systems, and provide technical support to our team. This role involves working with a wide range of technologies and requires a strong knowledge of networking and security. Responsibilities • Implement and manage Microsoft 365 migrations and implementations.• Expertly handle end-user support and device troubleshooting tasks.• Efficiently perform device replacements and updates as needed.• Kick-off and implement an information security program.• Maintain and manage our cloud infrastructure, particularly Azure.• Utilize Intune for various IT projects and tasks.• Leverage your strong people skills to communicate effectively with team members and stakeholders.• Apply your Microsoft 365 expertise to optimize our use of this platform.• Use Entra ID (Azure Active Directory) to manage user identities and access.• Ensure the upkeep of our server infrastructure

Accounting Manager for Real Estate Firm **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Accounting ManagerEmployment Type: Full-TimeLocation: San Francisco (Hybrid)Salary: $125-135k base + bonus We are currently partnering with a prominent real estate investment firm based in San Francisco on an exciting search for an experienced Accounting Manager. This vertically integrated owner-operator specializes in multifamily, student housing, and single-family rental properties across the Western U.S. With over $2 billion in assets under management, they are known for their hands-on approach to property acquisition, renovation, and management. The firm values teamwork, integrity, and excellence, offering a dynamic environment for professionals looking to make a meaningful impact in the real estate sector. Responsibilities:<ul><li>Manage day-to-day accounting functions and oversee the monthly financial close to ensure timely and accurate reporting, including consolidation of joint venture financials.</li><li>Lead the preparation and review of complex journal entries tied to key transactions such as acquisitions, sales, refinances, capital events, and partnership structures.</li><li>Ensure capital contributions and distributions are aligned with partnership agreements and entity governance documents.</li><li>Research and resolve discrepancies in financial data, ensuring reconciliations are completed accurately and in a timely manner.</li><li>Interpret legal and financial documents—including operating and management agreements, loan contracts, and leases—to inform and guide property-level financial reporting.</li><li>Provide leadership and development support to team members, including mentoring and conducting periodic performance evaluations.</li><li>Continuously evaluate and enhance internal accounting workflows and controls to improve efficiency and accuracy.</li><li>Take on additional projects and tasks as requested by senior accounting leadership or company executives.</li></ul>

Receptionist- Administrative Assistant We are offering a contract opportunity for an Administrative Assistant with front desk support duties in Union City, California. This role is in the public utilities industry and will be based in a busy, dynamic workplace. As an Administrative Assistant, you will be tasked with a range of duties, including data entry, customer service, and maintaining organized records of customer interactions. This is for a public agency so professionalism at all times is critical. Job Title: Administrative Receptionist Location: Union City, California Employment Type: Contract with an anticipated duration of 3 months, with the potential for extension of up to 6 months.Schedule: Monday - Friday, 9:00 AM - 5:00 PM 100% onsite Key Responsibilities:<ul><li>Data entry, printing, and filing within Microsoft Office Applications such as Excel and SharePoint along with other database systems</li><li>Responsible for accurate and efficient processing of administrative tasks</li><li>Handle inbound and outbound calls, providing excellent customer service and answering inquiries</li><li>Directing customers to appropriate team member based on request type</li><li>Receive and direct visitors professionally, ensuring a positive first impression</li><li>Sort and distribute incoming mail, accept and process credit payments Provide letter preparation and mailing, as needed</li><li>Properly receive and forward plans received over the counter</li><li>Understand and operate work room equipment</li></ul>

Bookkeeper BOOKKEEPER/OFFICE MANAGER85K-100K + benefits Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. Responsibilities:•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits•Performs AR/AP tasks while tracking costs and monitoring budget•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.

Sales Manager Job Title: Regional Sales ManagerLocation: Remote (Western Region Preferred locations: Preference for local to Bay Area candidates but we will take folks anywhere in WA, OR, CA, ID, CO. Needs to be near major airport.)(Eastern Regions: NY, PA, MA, IL, CT, RI. Although flexible as long as near a major airport.)Compensation:<ul><li>Base Salary: $80,000 - $100,000</li><li>Bonus Potential: Up to 20%</li><li>Equity: Included</li></ul>About the Role:We are looking for a driven and experienced Regional Sales Manager to lead sales operations across the Western region (and Eastern Region). This role involves managing partner relationships, developing strategies to grow sales across various channels, and expanding our footprint in key markets. The position is remote but requires frequent travel (up to 90%) to meet with partners, clients, and team members. Key Responsibilities:<ul><li>Manage and cultivate relationships with external partners, serving as the primary point of contact to ensure strategic alignment and business growth.</li><li>Develop and implement sales strategies designed to increase revenue and market share across targeted regions and industries.</li><li>Work closely with distributors and other sales partners to streamline processes and drive growth.</li><li>Represent the company at events, meetings, and client visits, requiring extensive travel (up to 90%) across the region.</li></ul>

Tax Manager at Wealth Management Firm Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Tax Manager at a Wealth Management Firm. This is a full-time permanent role based in San Jose with a Hybrid schedule. Join a growing wealth management firm expanding its tax advisory practice. Take on a leadership role, build a new division, and grow your career with potential for future ownership. This is an exciting opportunity to lead a team of tax professionals in a collaborative, family-oriented environment. Enjoy flexibility, competitive compensation, and the chance to advise high-net-worth individuals and business owners, all while maintaining work-life balance. Responsibilities:<ul><li>Prepare and review complex tax returns for individuals, businesses, and trusts.</li><li>Act as the main point of contact for clients, providing expert tax guidance.</li><li>Lead and mentor a team of tax professionals.</li><li>Improve processes and workflows to support the firm’s expansion.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Case Management Assistant Non-Clinical - Administrative We are offering a contract to permanent employment opportunity for a Case Management Assistant - Administrative in San Leandro, California. This role supports the Care Management Team in administrative tasks related to care coordination and discharge planning activities. You will be working within the healthcare industry, providing essential support to ensure efficient and effective care management. Responsibilities:• Coordinate with referral sources regarding bed availability, new products, and services• Provide administrative support for care coordination and discharge planning activities• Collaborate with Case Management staff to provide specific clinical information for initial and concurrent utilization review• Maintain a current database of existing and potential referral sources• Function as a key point of contact between Care Management staff, admissions, and payers• Coordinate and track any communication such as Important Message letters, Denial Letters, patient choice forms, and regularly update the Care Management team• Manage multiple inquiries and provide appropriate responses in a timely manner• Ensure accurate and critical information data entry and tracking, and report creation• Coordinate and obtain authorizations for admissions, document all information in the financial system, and work closely with Revenue Cycle to ensure each inpatient encounter is accurate• Communicate status with Care Management staff and arrange for patient transfer functions. If you are interested, please apply and call us at (510)470-7450

Accounting Manager We are offering an exciting opportunity for an Accounting Manager in Vallejo, California. In this role, you will be tasked with the management and coordination of accounting functions and systems. This includes ensuring the accuracy of accounts, handling financial services, and resolving any related inquiries. We are subcontractor with a reputation for quality work and excellent customer relationships. As part of a close-knit team, we maintain a focus on efficient business practices while delivering exceptional services to our clients. Key Responsibilities:<ul><li>Oversee all accounting functions, including accounts payable, accounts receivable, payroll, and general ledger activities.</li><li>Prepare and analyze monthly, quarterly, and annual financial statements to provide insights into financial performance.</li><li>Maintain the company's chart of accounts and ensure accurate transaction coding.</li><li>Collaborate with the owner to develop, monitor, and update budgets and cash flow forecasts.</li><li>Provide financial forecasts to support strategic business decision-making.</li><li>Ensure compliance with federal, state, and local tax regulations and filing requirements.</li><li>Prepare for and coordinate external audits, including providing necessary documentation and reports.</li><li>Process Improvements and Internal Controls:</li><li>Develop and implement accounting policies, procedures, and internal controls to protect the financial integrity of the company.</li><li>Identify inefficiencies and implement process improvements to enhance accuracy and timeliness of reporting.</li><li>Supervise and mentor one accounting clerk, providing guidance on day-to-day tasks and fostering professional development.</li><li>Delegate tasks effectively and ensure deadlines are met.</li><li>Manage accounting software and perform system updates, if needed.</li><li>Work closely with management to ensure effective use of financial systems for decision-making.</li><li>Prepare ad hoc financial reports and analyses as requested by the owner.</li><li>Maintain vendor and client relationships related to financial transactions.</li></ul>

Finance Manager - Fully ONSITE Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Finance & Operations Manager at a large Investment Firm. This is a full-time permanent role based in San Mateo. Join a top-tier boutique investment firm managing $20 billion in assets. With a reputation for pioneering behavioral finance strategies, this firm offers a collaborative, growth-oriented environment where innovation meets excellence. Work with industry leaders \while enjoying competitive compensation, profit-sharing, a 401(k) match, and full benefits. This is an opportunity to develop your career in a collaborative, growth-focused environment where your contributions directly impact financial operations, payroll, and accounting. Responsibilities<ul><li>Manage accounts payable processes and verify invoices.</li><li>Maintain vendor and banking relationships to ensure smooth financial workflows.</li><li>Assist with payroll processing, benefits administration, and employee compensation statements.</li><li>Oversee wire and ACH payments with precision.</li><li>Maintain financial records, support tax filings, and ensure compliance with reporting requirements.</li><li>Prepare financial reports, budgets, and forecasts.</li><li>Contribute to process improvements, including payroll transitions and system upgrades.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

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