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17 results for Compliance Director in Concord, CA

Compliance Specialist
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 30 - 40 USD / Hourly
  • <p>A San Francisco–based corporate organization is seeking a Compliance Operations Specialist (Legal &amp; HR) to support its growing compliance function. This is a hybrid opportunity (four days in-office, Fridays remote) for a proactive and detail-oriented professional with experience in compliance, legal operations, or HR compliance. The Compliance Operations Specialist will play a key role in supporting audits, investigations, regulatory responses, and cross-functional compliance initiatives across Legal, HR, Payroll, and Safety teams. This role is well-suited for someone looking to grow their career in compliance within a fast-paced, operationally driven environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Support compliance audits and agency matters through data collection, document organization, tracking, and drafting initial responses for legal review</li><li>Assist with workplace safety and OSHA-related matters, including gathering information, preparing draft responses, and supporting compliance initiatives (training provided)</li><li>Conduct research on federal, state, and local employment and safety regulations to support policy updates and implementation</li><li>Help manage compliance programs and projects, including tracking deadlines, maintaining dashboards, and ensuring timely execution across workstreams</li><li>Coordinate with cross-functional teams (Legal, HR, Payroll, Safety) to drive compliance initiatives and follow-through </li><li>Prepare reports, metrics, and dashboards to track compliance performance and identify trends, risks, and areas for improvement</li><li>Assist with planning and coordinating compliance meetings, ensuring alignment and accountability across stakeholders</li><li>Support development and maintenance of compliance tools, trackers, and reporting systems (e.g., Excel, Smartsheet, Workday) </li><li>Contribute to special projects and broader compliance initiatives as needed</li></ul>
  • 2026-06-26T00:00:00Z
Ethics and Compliance Manager
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 162000 USD / Yearly
  • <p>Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Ethics &amp; Compliance Manager to join the Legal Department. This position is based in Menlo Park (hybrid telecommute) and reporting to the Associate General Counsel – Compliance. The position will be accountable for supporting the execution of compliance reviews and initiatives within Robert Half.</p><p><br></p><p>What You’ll Do</p><p>· Manage and lead all aspects of the Robert Half’s Ethics &amp; Compliance Program under the Guidance of the Associate General Counsel - Compliance.</p><p>· Manage and develop Code of Conduct Annual training and related awareness activities.</p><p>· Develop annual compliance and risk assessment plans.</p><p>· Prepare budget for annual compliance plan and risk assessment implementation.</p><p>· Review and evaluate the effectiveness of analytical methodologies to generate metrics across regulatory compliance initiatives and provide data based guidance to business leadership on compliance initiatives and related priorities.</p><p>· Build relationships with regional and global compliance leaders inside and outside of the Robert Half organization to give global visibility to the Compliance program including making presentations at compliance conferences.</p><p>· Make recommendations as to the development and maturity stages of the Compliance Program with the objective of growing the program and increasing compliance on a global level.</p><p>· Build rapport across departmental and geographical boundaries to expand the Program and assist with the analysis of the compliance issues globally. Prepares quarterly reports on the Compliance Program for the Company&#39;s Compliance Advisory Committee.</p><p>· Assist with the management of the Robert Half Hotline system and monitor and develop reporting mechanisms.</p><p>· Respond to inquiries concerning the Compliance Program and related compliance areas.</p><p>· Interact with US, European Union and/or Asia Pacific Legal, Corporate Communications, Finance, Human Resources, and business leadership on multiple areas to promote compliance with the Code of Conduct and relevant laws and regulations.</p><p>· Develop global communications concerning compliance issues and the compliance program.</p><p>· Prepare quarterly reports on the Compliance Program for the Company&#39;s Compliance Advisory Committee.</p><p>· Support to the Associate General Counsel or General Counsel on broad spectrum of legal matters across a variety of legal areas and/or geographical regions.</p><p><br></p><p>Robert Half is offering a base salary range of $140,000-160,000+/yr, 10-15% discretionary annual bonus (10-15%), comprehensive benefits (incl. various medical, dental, and vision insurance plans), 401k Plan with employer match, generous Paid Time Off (PTO), and excellent work-life balance. For confidential consideration, pls email resume to Jon Lucchese, VP for Permanent Placement Services, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
  • 2026-07-07T00:00:00Z
Compliance Operations Specialist
  • Redwood City, CA
  • onsite
  • Temporary / Contract
  • 33 - 43 USD / Hourly
  • <p><strong>Overview</strong></p><p>We are seeking a detail-oriented Compliance Operations Specialist to support Legal and HR functions within a fast-paced, regulated environment. This role is ideal for someone with 2–5 years of experience who thrives on managing complex workflows, supporting audits and investigations, and ensuring compliance across multiple functions. This role is on-site four days per week, and the office is located in Redwood City.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support audits, investigations, and regulatory responses, including data tracking, documentation, and draft preparation</li><li>Assist with OSHA and safety compliance initiatives and reporting requirements</li><li>Manage compliance-related projects, timelines, dashboards, and deliverables</li><li>Partner cross-functionally with Legal, HR, Payroll, and Safety teams</li><li>Prepare reports and track key compliance metrics to support decision-making</li></ul><p><br></p>
  • 2026-06-26T00:00:00Z
Compliance Operations Specialist
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 30 - 35 USD / Hourly
  • <p>A San Francisco–based corporate organization is seeking a Compliance Operations Specialist (Legal &amp; HR) to support its growing compliance function. This is a hybrid opportunity (four days in-office, Fridays remote) for a proactive and detail-oriented professional with experience in compliance, legal operations, or HR compliance. The Compliance Operations Specialist will play a key role in supporting audits, investigations, regulatory responses, and cross-functional compliance initiatives across Legal, HR, Payroll, and Safety teams. This role is well-suited for someone looking to grow their career in compliance within a fast-paced, operationally driven environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support compliance audits and agency matters through data collection, document organization, tracking, and drafting initial responses for legal review</li><li>Assist with workplace safety and OSHA-related matters, including gathering information, preparing draft responses, and supporting compliance initiatives (training provided)</li><li>Conduct research on federal, state, and local employment and safety regulations to support policy updates and implementation</li><li>Help manage compliance programs and projects, including tracking deadlines, maintaining dashboards, and ensuring timely execution across workstreams</li><li>Coordinate with cross-functional teams (Legal, HR, Payroll, Safety) to drive compliance initiatives and follow-through </li><li>Prepare reports, metrics, and dashboards to track compliance performance and identify trends, risks, and areas for improvement</li><li>Assist with planning and coordinating compliance meetings, ensuring alignment and accountability across stakeholders</li><li>Support development and maintenance of compliance tools, trackers, and reporting systems (e.g., Excel, Smartsheet, Workday) </li><li>Contribute to special projects and broader compliance initiatives as needed</li></ul>
  • 2026-06-25T00:00:00Z
Procurement Director
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 170000 USD / Yearly
  • <p>We are looking for a Director of Procurement to lead purchasing activities and strengthen sourcing practices for our Oakland, California operations. This role focuses on managing end-to-end procurement activities, improving buying efficiency, and supporting sound commercial decisions across the organization. The ideal candidate brings strong experience in supplier engagement, contract discussions, and purchase order oversight while maintaining high standards of compliance and cost control.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead purchasing activities by researching suppliers, managing bids, comparing options, and negotiating pricing and contracts.</li><li>Oversee purchasing operations, including purchase requests, purchase orders, budget tracking, spending reports, inventory oversight, and process improvements.</li><li>Work with leadership and departments to support purchasing needs, provide training and guidance, assist with IT purchases, and improve procurement processes.</li><li>Develop and enforce purchasing policies, standardize procedures, manage vendor contracts, and identify cost-saving opportunities.</li><li>Manage vendor agreements, track renewals and compliance, maintain accurate records, coordinate contract reviews, and resolve vendor issues when needed.</li></ul>
  • 2026-07-10T00:00:00Z
Accounting and Compliance Coordinator
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 53000 - 57000 USD / Yearly
  • <p>We are looking for an Accounting and Compliance Coordinator to support day-to-day financial operations and help maintain accurate records for a team based in Oakland, California. This position focuses on payment processing, receivables tracking, and detailed financial data management while ensuring documentation is complete and organized. The ideal candidate is comfortable working with accounting systems, handling multiple priorities, and contributing to reliable, timely reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle bills, reimbursements, and payments quickly and with precision</li><li>Validate and record vendor invoices following company guidelines</li><li>Reconcile accounts (vendors and credit cards) on a monthly basis</li><li>Keep vendor data up to date and audit-ready</li><li>Troubleshoot and fix billing or payment issues</li><li>Communicate with vendors to address questions or concerns</li><li>Gather and provide support materials for audits</li><li>Pitch in on additional finance or accounting duties as needed</li></ul>
  • 2026-07-06T00:00:00Z
Director of Tax
  • Oakland, CA
  • remote
  • Permanent / Full Time
  • 200000 - 300000 USD / Yearly
  • <p>We are looking for an accomplished Director of Tax to oversee a complex tax portfolio supporting SaaS and technology offerings for a fully remote role for a company headquartered in Northern California. This leadership role will guide compliance, regulatory reporting, and strategic tax planning while partnering closely with accounting and business stakeholders. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Direct the company’s indirect tax activities, ensuring accurate and timely compliance across U.S., Canadian, and other applicable jurisdictions.</p><p>• Supervise and develop a small team of tax professionals, setting priorities, reviewing work quality, and encouraging ongoing process improvement.</p><p>• Oversee preparation, review, and submission of transactional tax returns at the state, federal, and provincial levels.</p><p>• Advise internal partners on the tax impact of new products, services, and commercial initiatives so obligations are identified early and addressed appropriately.</p><p>• Evaluate opportunities to reduce exposure and improve tax efficiency through thoughtful planning and sound interpretation of applicable rules.</p><p>• Track legislative and regulatory developments affecting indirect tax, and coordinate updates to processes, controls, and supporting systems as needed.</p><p>• Serve as the primary point of contact for external advisors, consultants, and tax authorities during planning matters, inquiries, and audit activity.</p><p>• Collaborate with teams across legal, sales, accounting, and operations to provide practical tax guidance and support business decision-making.</p><p>• Establish and maintain strong internal controls, documentation standards, and workflow improvements to promote compliance and operational efficiency.</p>
  • 2026-06-12T00:00:00Z
Sr. Compliance Analyst
  • Menlo Park, CA
  • remote
  • Temporary / Contract
  • 47.5 - 55 USD / Hourly
  • <p>We are looking for an experienced Sr. Compliance Analyst to join our team for this remote role. This long-term contract position offers the opportunity to oversee critical policy exception management processes and contribute to maintaining robust security and compliance standards. The ideal candidate will bring strong analytical skills and a deep understanding of risk management, cybersecurity policies, and regulatory compliance frameworks.</p><p><br></p><p>Responsibilities:</p><p>• Manage the documentation, tracking, and approval process for policy exceptions, ensuring compliance with established governance frameworks.</p><p>• Collaborate with stakeholders to evaluate risks associated with policy exceptions and develop mitigation strategies.</p><p>• Maintain detailed records of policy exceptions and oversee their timely remediation or escalation.</p><p>• Conduct thorough analyses of security controls to ensure they align with compliance standards.</p><p>• Support organizational compliance initiatives by identifying gaps and proposing actionable solutions.</p><p>• Contribute to risk reporting processes, providing accurate and insightful data to inform decision-making.</p><p>• Perform risk assessments to identify vulnerabilities and recommend improvements to governance practices.</p><p>• Assist in the implementation and monitoring of cybersecurity policies to enhance overall security posture.</p><p>• Partner with IT teams to ensure alignment between governance frameworks and technical security measures.</p><p>• Provide expertise in compliance risk and conduct training sessions to enhance awareness across the organization.for this Full</p>
  • 2026-07-08T00:00:00Z
Director of Operations
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 135000 - 200000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Director of Operations | Wealth Management Firm | Mill Valley; Hybrid</strong></p><p> </p><p>Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment.</p><p><strong> </strong></p><p>This is a client-focused firm where you&#39;ll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.</p><p><strong>Responsibilities</strong></p><ul><li>Lead the firm&#39;s operations and client service functions </li><li>Develop and improve workflows, processes, and operational best practices </li><li>Optimize technology, CRM systems, and software integrations </li><li>Oversee custodian operations, account administration, and asset movement </li><li>Manage key vendor relationships and operational infrastructure </li><li>Partner with HR and compliance on onboarding, employee initiatives, and regulatory processes </li><li>Lead strategic projects that improve scalability and operational efficiency </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-01T00:00:00Z
Director, Accounting Operations
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 155000 - 164000 USD / Yearly
  • <p>We are looking for an experienced accounting leader to oversee core financial operations in San Francisco, California as a Director of Accounting Operations. This role will guide the close process, strengthen reporting accuracy, and support a well-controlled accounting environment. The ideal candidate brings strong technical expertise, sound judgment, and the ability to lead teams through complex audit and reporting requirements. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead and develop AP/AR teams; drive accountability, service, and continuous improvement</li><li>Set KPIs/SLAs and manage workloads to meet all deadlines</li><li>Oversee full P2P cycle (vendors, invoices, payments); ensure timely, accurate payments</li><li>Handle vendor inquiries, train staff on PRs, manage T&amp;E, and 1099 compliance</li><li>Lead O2C cycle (billing, cash app, collections); ensure accurate posting and reconciliations</li><li>Manage aging, reduce bad debt, and oversee credit/collections policy</li><li>Drive process improvements and automation; act as ERP SME; maintain controls and procedures</li><li>Oversee AP/AR close, reconciliations, and journal entries</li><li>Ensure GAAP/SOX compliance and support audits</li></ul>
  • 2026-06-12T00:00:00Z
Senior SOX Compliance Auditor
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 120000 USD / Yearly
  • <p>We are looking for an experienced Senior SOX Compliance Auditor to join a high-performing team in California. This role is ideal for an audit or accounting specialist who wants to deepen expertise in internal controls and financial compliance within a successful public company. You will work closely with experienced leadership and key stakeholders across the business while contributing to a well-structured compliance environment with strong opportunities for growth.</p><p><br></p><p>Responsibilities:</p><p>• Execute SOX 404 control assessments, including planning, walkthroughs, and testing</p><p>• Evaluate control effectiveness and recommend process and risk improvements</p><p>• Perform financial statement reviews and targeted audit procedures</p><p>• Partner with external auditors and support their audit requirements</p><p>• Contribute to ad‑hoc projects and special initiatives as needed</p><p>• Stay current on accounting, auditing, and financial reporting standards</p>
  • 2026-07-02T00:00:00Z
VP/Director of Finance
  • Fremont, CA
  • onsite
  • Permanent / Full Time
  • 180000 - 225000 USD / Yearly
  • <p>Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives.</p><p><br></p><p>This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight </p><p><br></p><p>Responsibilities:</p><p>• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.</p><p>• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.</p><p>• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.</p><p>• Translate complex financial data into actionable insights that align with organizational goals.</p><p>• Develop and maintain internal control frameworks in coordination with corporate finance standards.</p><p>• Manage working capital effectively, including oversight of credit and collections performance.</p><p>• Identify and implement strategies to mitigate financial risks across the regional portfolio.</p><p>• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.</p><p>• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.</p><p>• Support corporate leadership with financial insights that guide strategic planning and execution.</p>
  • 2026-07-10T00:00:00Z
Director of Finance, Real Estate Investment Fund
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 250000 USD / Yearly
  • <p>Jeffrey Abrams is recruiting for a dynamic and savvy <strong>real estate private equity investment firm</strong> that seeking a <strong>Director of Finance &amp; Accounting</strong> to serve as the senior finance leader beneath the executive team. This is a highly visible, hands-on role with the opportunity to build the finance infrastructure for a rapidly expanding, multi-fund investment platform.</p><p><br></p><p>What You&#39;ll Lead</p><ul><li>Oversee treasury, <strong>fund finance, FP&amp;A</strong>, accounting and financial reporting across multiple funds and investment entities.</li><li>Manage and mentor the 3-person accounting team (not including offshore team) while strengthening internal controls and scalable processes.</li><li><strong>Lead treasury strategy, cash flow forecasting, liquidity planning</strong>, capital calls, and distributions.</li><li>Partner with firm leadership on <strong>fund launches, capital planning, joint ventures, institutional partnerships</strong>, and investment analysis.</li><li>Oversee audits, tax advisors, fund reporting, and investor financial information.</li><li><strong>Develop financial models</strong> and reporting that connect accounting results with investment performance metrics.</li></ul><p>Why Consider This Role?</p><ul><li>Executive-level visibility and influence on firm strategy.</li><li>Broad leadership scope spanning accounting, finance, treasury, fund operations, and FP&amp;A.</li><li>Opportunity to help build the financial foundation of a growing investment platform.</li><li>Competitive compensation with bonus and potential carried interest.</li></ul>
  • 2026-07-06T00:00:00Z
Director of Fund Administration | Investment Management
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 220000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Director of Fund Administration| Investment Management | Marin County; Hybrid</strong></p><p> </p><p>Robert Half is partnering with a well-established investment management firm with a long-standing reputation for disciplined investing and a collaborative culture. The firm offers the opportunity to work alongside experienced professionals while supporting sophisticated investment strategies in a team-oriented environment.</p><p> </p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee day-to-day operational activities supporting investment funds and related business entities. </li><li>Partner with internal teams and external service providers to ensure efficient fund operations and high-quality client service. </li><li>Coordinate regulatory filings, financial reporting, and governance activities while maintaining compliance with applicable requirements. </li><li>Manage relationships with third-party vendors, administrators, and business partners, including contract oversight and ongoing performance. </li><li>Support new product launches, operational initiatives, and process improvement projects across the organization. </li><li>Participate in cross-functional committees focused on operations, risk management, compliance, and strategic initiatives. </li><li>Assist with corporate administration, including vendor management, business planning, and organizational projects. </li><li>Partner with leadership on operational priorities, technology enhancements, and business continuity initiatives. </li><li>Contribute to a collaborative team environment by supporting special projects and helping drive the firm&#39;s long-term operational excellence.</li></ul><p><br></p>
  • 2026-07-11T00:00:00Z
Director, Accounting (Sports)
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 170000 - 180000 USD / Yearly
  • <p>We are looking for an experienced accounting leader to oversee financial operations for a sports-focused organization in San Francisco, California. This role will guide the close process, strengthen reporting accuracy, and support audit readiness while partnering with senior leadership on key financial matters. The ideal candidate brings strong technical accounting expertise, sound judgment, and the ability to lead a high-performing team in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead GL and close processes; ensure accurate financial statements and variance analysis</li><li>Oversee revenue (sponsorships, media, tickets) and lease accounting (ASC 606/842)</li><li>Manage association reporting and ensure compliance</li><li>Serve as technical accounting lead; write memos and communicate issues to leadership</li><li>Manage external audits and ensure timely, accurate deliverables</li><li>Drive process improvements, strengthen controls, and streamline close</li><li>Partner cross-functionally to align accounting with business goals</li><li>Lead and develop team; set clear goals and support growth</li></ul>
  • 2026-06-12T00:00:00Z
Director of Fund Operations and Business Management
  • Larkspur, CA
  • onsite
  • Permanent / Full Time
  • 225000 - 325000 USD / Yearly
  • <p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you&#39;ll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you&#39;ll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm&#39;s long-term growth.</li></ul><p>Compensation &amp; Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You&#39;ll work directly with senior leadership, oversee the firm&#39;s operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>
  • 2026-07-01T00:00:00Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 170000 USD / Yearly
  • Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
  • 2026-06-25T00:00:00Z