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61 results for Tax Preparer Part Time in Half Moon Bay Ca

Tax Preparer <p><strong>Job Title:</strong> Tax Preparer</p><p><strong>Type: Fulltime,</strong> Temporary (Potential Temp-to-Hire)</p><p><strong>Start Date:</strong> ASAP</p><p><strong>Duration:</strong> At least through June, with potential for full-time hire</p><p><strong>Location:</strong> Onsite</p><p><strong>Job Description:</strong></p><p>We are seeking a skilled <strong>Tax Preparer</strong> to join our team for a temporary assignment with the possibility of transitioning into a permanent role. The ideal candidate will have experience in preparing both corporate and individual tax returns, and proficiency with CCH ProSystem Fx software.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and file <strong>corporate and individual income tax returns</strong> accurately and in compliance with federal and state tax laws.</li><li>Review financial records, including income statements, balance sheets, and other supporting documentation to ensure proper tax calculations.</li><li>Provide income tax accounting services to clients and respond to client inquiries regarding tax matters.</li><li>Utilize <strong>CCH ProSystem Fx</strong> software for tax return preparation and document management.</li><li>Stay up-to-date on tax laws and changes in regulations to ensure accuracy in all tax filings.</li></ul><p><br></p> Finance Associate (Tax) - Early Stage VC Firm! <p><strong>Job Posting: Finance Associate (Tax)</strong></p><p><strong>Employment Type: Full-Time</strong></p><p><strong>Location: San Francisco; 2 days a week onsite </strong></p><p><strong>Salary: $100-$140k (DOE)</strong></p><p> </p><p>Join a fast-growing early-stage venture firm specializing in cryptocurrencies, blockchain, and fintech. With $2B AUM, they’re shaping the future of digital finance—and you can be part of it. If you have experience in accounting, tax, or audit, this is your chance to step into the evolving crypto space and make an impact.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Perform in-depth reviews of quarterly reports prepared by the fund administrator.</li><li>Oversee the preparation and distribution of quarterly capital statements to investors.</li><li>Serve as the key point of contact for coordinating and managing relationships with the fund administrator.</li><li>Review financial statements.</li><li>Assist with fund operations, such as capital calls, investment funding, and other fund operation processes. </li><li>Assist with fund tax and reviewing K-1 tax returns.</li></ul><p><br></p> Tax Assistant We are offering a long term contract employment opportunity for a Tax Assistant in San Francisco, California. The chosen candidate will be part of our team that caters to a diverse range of clients, focusing on Sales & Use Tax compliance and providing administrative support to the Indirect Tax practice.<br><br>Responsibilities:<br><br>• Responsible for the preparation of sales & use tax returns, property tax returns, business license, and other tax returns<br>• Engage in administrative tasks and take on special projects as required<br>• Assist in the preparation of documents and/or extensions<br>• Maintain an electronic filing system by scanning documents<br>• Carry out account reconciliations as part of routine tasks<br>• Monitor customer accounts and take appropriate action when necessary. Tax Preparer We are offering a short term contract employment opportunity for a Tax Preparer in San Jose, California. This role is fully remote and will involve handling individual tax returns using Lacerte software. <br><br>Responsibilities: <br>• Accurately processing individual tax returns using Lacerte software.<br>• Ensuring strict adherence to deadlines for tax returns.<br>• Maintaining confidentiality and security of client information.<br>• Staying updated on current tax practices and changes in tax law.<br>• Using Microsoft Excel for data organization and calculations where necessary.<br>• Providing consistent client service and resolving client inquiries. Tax Preparer <p>We are seeking a highly motivated and detail-oriented <strong>Remote Tax Preparer</strong> with expertise in <strong>CCH ProSystem fx</strong> to join our dynamic team. In this role, you will assist clients with their tax preparation needs, ensuring accuracy, compliance with current tax regulations, and top-tier service in a remote setting. This is an excellent opportunity for experienced tax professionals seeking flexibility and a supportive work environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review complex individual, corporate, partnership, and trust tax returns using <strong>CCH ProSystem fx</strong>.</li><li>Ensure compliance with all federal, state, and local tax laws and regulations.</li><li>Conduct tax research as necessary to optimize client outcomes and address specific scenarios.</li><li>Analyze financial information and develop strategies for tax minimization for clients.</li><li>Collaborate with clients and internal teams to gather necessary documentation to accurately complete tax filings.</li><li>Maintain confidentiality and secure client information in compliance with firm policies and industry best practices.</li><li>Stay up-to-date on tax laws, regulations, and industry trends to provide current and proactive guidance.</li><li>Participate in occasional virtual meetings with clients and team members to discuss tax strategies or resolve issues.</li></ul><p><br></p> Sr. Tax Advisor <p>Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position is responsible for providing expert tax preparation, tax planning, and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll play a key role in business growth and career development opportunities.</p><p><br></p><p>Key Responsibilities:</p><p>Tax Preparation and Planning</p><ul><li>Prepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities.</li><li>Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting.</li><li>Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution.</li><li>Review and address tax notices and audit responses from federal and state authorities.</li><li>Amend tax returns as necessary.</li><li>Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies).</li><li>Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals.</li></ul><p>If interested in this role, please reach out to Ren Friedman via LinkedIn</p> Senior Valuation/Financial Analyst <p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Valuation/Financial Analyst</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Redwood City (Hybrid)</p><p><strong>Salary: </strong>$120-150K (DOE)</p><p> </p><p>A private equity firm managing 2 billion in assets is looking for a Senior Valuation/Finance Analyst to join their team. Based in Redwood city, this role offers a Hybrid work schedule and competitive compensation. </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Review fund documentation and portfolio company transaction documents to understand terms to ensure proper reporting and analysis.</li><li>Responsible for valuation spreadsheets.</li><li>Assist with the portfolio company management to obtain financial information.</li><li>Assist in annual preparation of audited financial statements.</li><li>Calculate and manage capital calls for management fees, fund expenses and investments.</li><li>Assist in preparation of tax returns and supporting scheduled for funds.</li><li>Build spreadsheet models and analyses, including performance analyses</li></ul><p><br></p> Finance Associate for Venture Capital Firm in SF - Hybrid! <p><strong>Job Posting: Finance Associate </strong></p><p><strong>Employment Type: Full-Time</strong></p><p><strong>Location: San Francisco; 2 days a week onsite </strong></p><p><strong>Salary: $100-$140k (DOE)</strong></p><p> </p><p>Join a fast-growing early-stage venture firm specializing in cryptocurrencies, blockchain, and fintech. With $2B AUM, they’re shaping the future of digital finance—and you can be part of it. If you have experience in accounting, tax, or audit, this is your chance to step into the evolving crypto space and make an impact.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Perform in-depth reviews of quarterly reports prepared by the fund administrator.</li><li>Oversee the preparation and distribution of quarterly capital statements to investors.</li><li>Serve as the key point of contact for coordinating and managing relationships with the fund administrator.</li><li>Review financial statements.</li><li>Assist with fund operations, such as capital calls, investment funding, and other fund operation processes. </li></ul><p> </p> Finance Associate (Audit) - Early Stage VC! <p><strong>Job Posting: Finance Associate (Audit)</strong></p><p><strong>Employment Type: Full-Time</strong></p><p><strong>Location: San Francisco; 2 days a week onsite </strong></p><p><strong>Salary: $100-$140k (DOE)</strong></p><p> </p><p>Join a fast-growing early-stage venture firm specializing in cryptocurrencies, blockchain, and fintech. With $2B AUM, they’re shaping the future of digital finance—and you can be part of it. If you have experience in accounting, tax, or audit, this is your chance to step into the evolving crypto space and make an impact.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Perform in-depth reviews of quarterly reports prepared by the fund administrator.</li><li>Oversee the preparation and distribution of quarterly capital statements to investors.</li><li>Serve as the key point of contact for coordinating and managing relationships with the fund administrator.</li><li>Review financial statements.</li><li>Assist with fund operations, such as capital calls, investment funding, and other fund operation processes. </li></ul><p><br></p> Multi-Strategy Investment Firm - Sr. Tax Analyst <p>Jeff Abrams at Robert Half is partnering with an outstanding investment firm in search of a Senior Tax Analyst. This role presents a remarkable opportunity to join a vibrant team within a prestigious organization, offering the chance to make a significant impact while advancing your career in in-house tax services and strategy.</p><p><br></p><p>Compensation, benefits and perks are excellent at this company and the team has a truly impressive tenure track record. </p><p><br></p><p>Responsibilities:</p><ul><li>Prepare and review tax work papers and returns for hedge funds, private equity funds, real estate funds, and special purpose vehicles (SPVs).</li><li>Review estimated tax calculations.</li><li>Prepare and review investor tax documents and reports.</li><li>Manage relationships with external accounting, tax, and legal firms.</li><li>Conduct research and analysis on investor tax inquiries, providing appropriate responses.</li><li>Coordinate with other departments and external audit firms regarding audited financial statements, including ASC 740 (formerly FIN 48) analysis.</li><li>Conduct research and analysis on tax law changes affecting the asset management industry.</li></ul> Bookkeeper <p><strong>Job Summary</strong></p><p>We are seeking an organized and detail-oriented Bookkeeper to join our team. In this role, you will be responsible for enacting day-to-day financial operations, ensuring accurate reporting, and maintaining the financial health of our organization. This position is ideal for someone who enjoys working with numbers and thrives in a structured environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Record Financial Transactions</strong></p><ul><li>Maintain accurate records of all financial transactions, including accounts payable, accounts receivable, and general ledger entries (Source: US Demand for Skilled Talent).</li><li>Post and verify daily transactions to ensure compliance with company policies and accounting standards.</li></ul><p><strong>Reconcile Accounts</strong></p><ul><li>Reconcile bank statements and credit card accounts on a regular basis.</li><li>Address discrepancies and identify potential financial risks.</li></ul><p><strong>Prepare Financial Reports</strong></p><ul><li>Generate balance sheets, income statements, cash flow statements, and other financial reports as needed.</li><li>Assist with reporting during audits or financial reviews.</li></ul><p><strong>Track Accounts Payable and Receivable</strong></p><ul><li>Monitor vendor balances and ensure timely payments.</li><li>Follow up on outstanding invoices owed to the company.</li></ul><p><strong>Tax Preparation Support</strong></p><ul><li>Assist accounting teams in preparing for tax filings.</li><li>Maintain records and supporting documents to ensure compliance with tax regulations.</li></ul><p><strong>Compliance and Record Maintenance</strong></p><ul><li>Maintain organized, up-to-date financial records.</li><li>Ensure compliance with relevant laws, regulations, and policies.</li></ul><p><strong>Collaboration</strong></p><ul><li>Work closely with departments to manage budgets and control costs.</li><li>Liaise with external accountants, auditors, or tax professionals when necessary.</li></ul><p><strong>Process Payroll</strong> <em>(Nice to have)</em></p><ul><li>Ensure timely and accurate payroll processing, including calculating wages and filing required taxes and deductions.</li></ul> Bookkeeper <p>We have a part time Bookkeeping and Office Administration role in the Real Estate & Property industry, with the potential for a permanent position. The role is based in Pleasanton, California.</p><p><br></p><p>Responsibilities:</p><p>• Accurately process accounts receivable and payable transactions</p><p>• Regularly reconcile bank accounts and monitor bank balances</p><p>• Prepare accounting calculations and worksheets in Excel for cash flow reporting and other analyses</p><p>• Assist with the month-end closing process, including journal entries and reconciliations of general ledger accounts</p><p>• Conduct internet research as necessary</p><p>• Interact with commercial property tenants as needed</p><p>• Oversee general office duties</p><p>• Handle data entry tasks and maintain accurate bookkeeping records</p><p>• Leverage software such as QuickBooks and Excel for accounting tasks</p><p>• Utilize your administrative experience to support various office operations.</p> Staff Accountant <p>We are seeking a detail-oriented and experienced staff accountant to join our finance team. The ideal candidate will be responsible for maintaining financial records, preparing financial reports, and ensuring compliance with accounting principles and regulations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain and update accounting records and files, ensuring accuracy and completeness.</li><li>Manage the general ledger by posting transactions and categorizing records, including assets, liabilities, and expenses.</li><li>Prepare and analyze budgets, create expense reports, and generate financial statements such as balance sheets, income statements, and cash flow statements.</li><li>Examine tax policies, handle tax payments, and prepare and file tax returns in compliance with federal and state regulations.</li><li>Reconcile bank statements to ensure consistency with the company's financial records.</li><li>Conduct month-end and year-end closures, ensuring all financial activities are accurately recorded.</li><li>Prepare documents for audits and collaborate with external auditors as needed.</li><li>Analyze transactions with internal and external stakeholders to provide insights and recommendations.</li></ul><p><br></p> Senior Tax Associate <p>We are in search of a Senior Tax Associate to join our team in San Francisco, California. The Senior Tax Associate will play a critical role in ensuring compliance with corporate tax laws, conducting audits, and preparing ad hoc reports. This role will also require proficiency in using various software tools such as CCH ProSystem Fx, Microsoft Excel, QuickBooks, and SAP S/4HANA. </p><p><strong>For immediate consideration, please contact Tejay Segundino directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Prepare and review complex income tax returns, including consolidated and multi-state filings</li><li>Handle communications with taxing authorities in tax controversy matters</li><li>Build and maintain relationships with client personnel responsible for tax issues</li><li>Manage competing priorities and communicate effectively to ensure timely client service</li></ul><p>Engagement Management:</p><ul><li>Manage expectations and keep engagements progressing through effective communication</li><li>Provide technical assistance and motivation to engagement staff</li><li>Promote teamwork and innovation to enhance client service</li><li>Mentor and review the work of staff tax associates</li></ul><p><br></p> Bookkeeper <p>Robert Half's construction industry client in San Mateo is looking for a detail-oriented and enthusiastic Bookkeeper to join their team and keep our financial world in tip-top shape. You'll be the go-to person for all things numbers, ensuring accuracy and efficiency in our day-to-day financial operations. This is a fantastic opportunity for someone who loves working with numbers, enjoys problem-solving, and thrives in a fast-paced environment. You'll report directly to the owner and play a crucial role in their continued success.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage accounts payable and accounts receivable, ensuring timely payments and accurate invoicing.</li><li>Reconcile bank and credit card statements, identifying and resolving any discrepancies.</li><li>Process payroll, including calculating wages, deductions, and taxes.</li><li>Maintain accurate and up-to-date financial records using [mention accounting software - e.g., "QuickBooks Online"].</li><li>Prepare and analyze financial reports, providing insights into our financial performance.</li><li>Assist with month-end and year-end close processes.</li><li>Manage inventory tracking and reconciliation.</li><li>Handle tax filings and compliance requirements.</li><li>Collaborate with other team members to ensure smooth financial operations.</li><li>Identify and implement process improvements for increased efficiency.</li><li>Perform other bookkeeping duties as assigned.</li></ul><p><br></p> Accounts Payable Specialist <p><strong>Robert Half</strong>, a rapidly growing global staffing powerhouse, is on the hunt for an <strong>Accounts Payable Specialist</strong> to join our Full-Time Engagement Professionals Team.</p><p>This is a chance to immerse yourself in a variety of industries, working with diverse software tools and gaining invaluable experience. If you're ready for career-building opportunities, thrive on tackling challenges, and enjoy diving into hands-on projects, this is the perfect role for you!</p><p> </p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly.</p><p> </p><p>Accounts Payable Specialist Job Duties - will vary upon each engagement:</p><ul><li>Review all invoices for appropriate documentation and approval prior to payment</li><li>Process two and 3 way match</li><li>Prioritize invoices according to discounts and payment terms</li><li>Process expense reports and maintain vendor accounts</li><li>Reconcile vendor statements, research and correct discrepancies</li><li>Respond to vendor inquiries</li><li>Audit and process credit card bills</li><li>Match invoices to checks, obtain all signatures for checks </li><li>1099 maintenance</li><li>Assist in month end closing</li><li>Perform special projects as needed</li></ul> Accounting Supervisor <p>We are offering an exciting opportunity for an Accounting Supervisor with a well-established non-profit, based in Berkeley, California. In this role, you will be tasked with overseeing accounting functions, handling software systems, and carrying out auditing duties, among other responsibilities.</p><p><br></p><p>Responsibilities:</p><ul><li>Assisting the Controller and CFO with the daily management of finance and accounting staff.</li><li>Helping with the supervision of Cash Receipts, Accounts Receivable, Accounts Payable, and other projects.</li><li>Assisting with maintaining accurate copies of customer agreements, vendor agreements, tax documentation, insurance policies, etc.</li><li>Preparing and submitting monthly and recurring journal entries for Controller.</li><li>Preparing monthly reconciliations of cash, investment accounts, balance sheet, and income statement accounts.</li><li>Assisting in monthly closing of all subsidiary and general ledger accounts.</li><li>Completing company tax returns, insurance forms, and accruing related expenses/liabilities.</li><li>Keeping financial records for custodial accounts and creating quarterly financial reports.</li><li>Assisting Controller with review and posting of entries prepared by the Staff Accountants.</li><li>Assisting with company payroll processing when required.</li><li>Assisting Controller with monthly financial reporting to management.</li><li>Helping with the documentation of Accounting Department policies and procedures.</li><li>Assisting in preparation for annual financial audits by independent CPA firms.</li><li>Performing miscellaneous tasks in the accounting department and other duties directed by the Controller.</li></ul> Tax Sr. - Corporate <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR CORPORATE TAX ACCOUNTANT</strong></p><p><strong>115K-130K+BONUS+AMAZING BENEFITS</strong></p><p><br></p><p>Well established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization (ranked top 15 in US) that offers stability, work/life balance, career path and excellent benefits.</p><p><br></p><p><u>About the Position</u></p><p>Senior Tax Accountant has significant responsibilities in tax compliance, monitoring and reporting. This position ensures that the Foundation complies with tax laws and regulations while optimizing its tax position.</p><p><u>Responsibilities</u></p><p>-Proactively works with the tax advisor and team to prepare tax planning and strategy.</p><p>-Collect and track tax data, including K-1’s issued by partnerships, and tax documents from foreign corporations.</p><p>-Prepare the Foundation’s tax returns (990-PF and 990-T), including state and other related tax returns.</p><p>-Ensure timely filing of all returns and payments, including quarterly estimates and extensions. Actively monitors and accounts for tax provision.</p><p>-Analyze and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance.</p><p>-Play a key role in audit preparedness. Maintain processes and procedures in the event of an IRS audit.</p><p>-Prepare workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year.</p><p>-Supports the accounting and reconcilement of the Foundation’s investment portfolio in accordance with GAAP and IRS regulations.</p><p><br></p> Accounts Payable Clerk <p>We are offering an exciting opportunity in the Food & Food Processing industry for an Accounts Payable Clerk at our location in San Francisco, California. As an integral part of our team, your primary role will be to manage customer applications, maintain accurate customer records, and address customer queries. Additionally, you will monitor customer accounts and take necessary actions.</p><p><strong>For immediate consideration, please contact Tejay Segundino directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Code and enter incoming invoices into Citrix daily; ensure valid approval signatures.</li><li>Process A/P payments via ACH, checks, wire transfers, and broker commissions.</li><li>Review and upload expense reports and invoices from Concur to Citrix for payment.</li><li>Research issues related to ACH/check payments and broker commission payments.</li><li>Process daily invoices from multiple sources (EDI, email, mail, Orbits, Concur).</li><li>Prepare quarterly consolidated reports and file pending invoices by payment dates.</li><li>Maintain filing system for payment copies and payment records.</li><li>Collect W-9 forms and bank details for new vendors.</li><li>Generate and process monthly broker commission reports and payments.</li><li>Maintain broker and vendor master files, including updates to banking info and addresses.</li><li>Generate figures for tax returns and license renewals for HQ and branches.</li><li>Submit required documents by monthly, quarterly, and annual deadlines.</li><li>Ensure timely payments of required amounts and maintain payment receipts.</li><li>Process year-end 1099 forms for individuals and partnerships.</li><li>Company may modify duties as needed.</li></ul> Accounting Assistant <p>We are seeking an Accounting Assistant to join our team located in San Ramon, California. In this role, you will be responsible for a variety of accounting tasks, including processing accounts payable and maintaining organized records. This role offers a contract to permanent employment opportunity within our industry.</p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Process and sort daily accounts payable mail and invoices accurately</p><p>• Ensure all approved invoices are paid on time</p><p>• Monitor and analyze trust account cash balance for each owner, liaising with the Bookkeeper as needed</p><p>• Keep accounts payable files in order</p><p>• Respond promptly to inquiries from vendors, Portfolio Managers, and Resident Managers</p><p>• Process tenant security deposit accounting within the legally mandated timeline promptly</p><p>• Prepare 1099 Miscellaneous tax forms for vendors</p><p>• Manage calls on a multi-line phone system, screening and directing calls when necessary</p><p>• Provide administrative and clerical support, including photocopying, scanning, faxing, sorting, and mailing of documents</p><p>• Track certificates of insurance for owners and vendors</p><p>• Apply basic understanding of accounting principles to code invoices to appropriate general ledger accounts</p><p>• Perform other duties as assigned.</p> Tax Planning and Advisory - Family Office / Private Equity <p>For immediate consideration, message me directly on LinkedIn - Jeffrey Abrams</p><p><br></p><p>A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and written communication skills in conjunction with strong analytical and technical abilities. Must be detail-oriented, highly accurate, and a self-starter who can work with minimal supervision in a team-oriented environment. The finance group, which provides support to the Firm, it's partners and managing directors, currently has a team of twenty people including the CFO. This role will be highly consultative and will also have great mentorship from the Director of the team and the CFO. </p><p><br></p><p>This position will be compensated generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent culture and tenure. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p><br></p><p><strong>Tax Planning </strong></p><ul><li>Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations</li><li>Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office</li><li>Review income tax returns for various individual, partnership and fiduciary entities for the family office </li><li>Researching tax related issues </li><li>Assisting with special projects on an as-needed basis </li></ul><p><strong>Risk Management </strong></p><ul><li>Identifying and managing risks to the family's wealth, including insurance and asset protection strategies.</li></ul><p><strong>Estate Planning </strong></p><ul><li>Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning.</li></ul><p><strong>Philanthropy </strong></p><ul><li>Managing charitable giving and setting up philanthropic foundations.</li></ul><p><strong>Legal and Compliance</strong> </p><ul><li>Ensuring that all family office activities comply with legal and regulatory requirements.</li></ul><p><strong>Financial Administration</strong> </p><ul><li>Overseeing day-to-day financial operations, bill payments, and cash flow management.</li><li>Coordinating with third-party providers </li><li>Preparing financial statements </li></ul><p><br></p> Accounts Payable Specialist <p>We are in search of an Accounts Payable Specialist to join our team in Santa Clara. As an integral part of our team, you'll be tasked with managing financial records and handling a large volume of client accounts financial activity. Your duties will encompass accounts payable processes, client billing and reimbursements, intercompany transactions, and basic accounting principles, all while working independently in a fast-paced environment. This role offers a contract to permanent employment opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage day-to-day accounts payable processes, including invoice verification, coding, and posting.</p><p>• Accurately maintain and organize records of financial transactions and vendor data within the financial software.</p><p>• Handle daily client payment requests, ensuring timely and accurate payments.</p><p>• Conduct monthly reconciliation of bank accounts, credit card statements, and other financial accounts.</p><p>• Manage and process daily, weekly, and monthly intercompany billing and reimbursements, ensuring reconciliation and issue resolution.</p><p>• Promptly reconcile vendor statements and resolve any discrepancies.</p><p>• Support tax filings and other tax-related requirements in collaboration with the Controller.</p><p>• Ensure compliance with company policies and accounting standards, while maintaining a risk-averse approach to safeguard financial integrity.</p><p>• Communicate effectively with vendors, clients, and team members to address inquiries and resolve issues.</p> Accounts Payable Specialist <p>Are you an organized, detail-oriented whiz with a passion for numbers and a knack for keeping things running smoothly? Do you dream in debits and credits? If so, we need you! Our client in the beauty industry is searching for a highly motivated Accounts Payable Specialist to join their awesome finance team. In this role, you'll be the gatekeeper of payables, ensuring accuracy, efficiency, and timely processing. You'll play a vital role in maintaining strong vendor relationships and keeping our financial wheels turning. You'll report directly to the AP Manager and have the opportunity to make a real impact on the company's financial health.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process a high volume of invoices with speed and accuracy (think ninja-level data entry skills!).</li><li>Match purchase orders, receiving documents, and invoices, resolving any discrepancies with finesse.</li><li>Ensure proper coding and authorization of invoices.</li><li>Prepare and process check runs and electronic payments.</li><li>Maintain accurate vendor records and build strong relationships with our valued partners.</li><li>Reconcile vendor statements and resolve any issues promptly and professionally.</li><li>Assist with month-end close activities related to accounts payable.</li><li>Identify and implement process improvements to streamline AP operations (because efficiency is key!).</li><li>Respond to vendor inquiries with a smile (even when things get tricky!).</li><li>Assist with audits and provide supporting documentation as needed.</li><li>Perform other related duties as assigned (because we're a team!).</li></ul><p><br></p> Accounts Payable/Payroll Specialist <p>We are offering an exciting opportunity for an Accounts Payable/Payroll Specialist in Pittsburg, California. The selected candidate will be part of a team dedicated to managing the company's accounts payable and payroll processes. This role involves handling account reconciliations, processing checks, coding invoices, and data entry. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process A/P invoices and checks accurately, ensuring approvals, correct calculations, and matching checks.</li><li>Monitor discount opportunities, verify federal IDs, and resolve discrepancies in purchase orders, invoices, or payments.</li><li>Address vendor inquiries and collaborate with internal departments to resolve issues.</li><li>Process employee expense reports, ensuring proper approvals and receipts.</li><li>Reconcile vendor statements, investigating and correcting discrepancies.</li><li>Properly code invoices/expense reports with accurate GL entries.</li><li>Set up and maintain accurate vendor information, including W-9s.</li><li>Produce annual 1099 tax filings.</li><li>Assist with month-end/year-end close for accruals and reconciliation.</li><li>Assist with payroll data entry and other payroll-related tasks.</li><li>Perform other duties as assigned.</li></ul><p><br></p> Bookkeeper We are offering an exciting opportunity for a Bookkeeper in Walnut Creek, California. The selected candidate will join our team and play a crucial role in our financial operations, including payroll administration, benefits administration, project accounting, general accounting, and expense reports processing. <br><br>Responsibilities:<br><br>• Oversee payroll operations including the management of staff payments, journal entries, voluntary deductions, and tax reporting.<br>• Handle benefits administration duties such as managing new employees, tracking employee changes, and updating payroll changes.<br>• Conduct project accounting tasks including reviewing time entries, managing project contracts, and assisting with billing.<br>• Manage general accounting operations like logging, entering, and posting cash receipts, and fixed asset entry.<br>• Assist in the preparation of management reports.<br>• Process expense reports, including reviewing and correcting general ledger entries, cost allocation, and project attribution.<br>• Assist with year-end requirements such as organization 1099s and providing information for external tax accountants.<br>• Utilize Microsoft Excel for various financial tasks and reporting.<br>• Assist in the preparation of proposals and contribute to the creation of written reports and client presentations.<br>• Perform other related duties as assigned.
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