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29 results for Treasurer in Livermore, CA

Bookkeeper
  • Capitola, CA
  • onsite
  • Temporary to Hire
  • 19.7885 - 22.913 USD / Hourly
  • We are looking for a detail-oriented Bookkeeper to provide part-time financial support for a nonprofit church organization in Capitola, California. This contract opportunity offers an initial schedule of 15 hours per week, typically 5 hours per day from Tuesday through Thursday. The person in this role will help maintain accurate financial records, manage routine accounting activities, and support continuity through a brief knowledge-transfer period.<br><br>Responsibilities:<br>• Maintain the organization’s financial records by entering checks, donations, and other daily transactions with accuracy.<br>• Reconcile bank accounts on a regular basis to ensure balances, deposits, and payments are properly documented.<br>• Process accounts payable activities, including reviewing invoices and preparing timely payments.<br>• Record charitable contributions and other receipts in the bookkeeping system while keeping supporting documentation organized.<br>• Assist with a short cross-training period to ensure a smooth handoff of recurring bookkeeping duties.<br>• Monitor financial entries for completeness and follow up on discrepancies when needed.<br>• Support part-time accounting operations on a Tuesday through Thursday schedule, averaging 15 hours each week.
  • 2026-09-01T00:00:00Z
Bookkeeper
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 32.5 - 42.5 USD / Hourly
  • We are looking for a Bookkeeper to support a non-profit organization in San Francisco, California through a hands-on Contract position. This role is ideal for someone who brings strong core accounting experience, can manage day-to-day financial activity with accuracy, and is comfortable working in a fully onsite environment. The person in this position will partner closely with the Office Manager, help bring account reconciliations up to date, and contribute to reliable month-end and year-end financial operations.<br><br>Responsibilities:<br>• Reconcile bank accounts and resolve a significant backlog of outstanding items to restore timely and accurate cash reporting.<br>• Prepare manual journal entries and complete balance sheet account reviews to support monthly close activities.<br>• Record and maintain investment activity, including mark-to-market adjustments, with careful attention to accuracy.<br>• Process accounts payable transactions, monitor incoming and outgoing payments, and assist with routine accounts receivable and operational bookkeeping tasks.<br>• Manage monthly sales tax filings and prepayments while maintaining supporting documentation for compliance purposes.<br>• Prepare required business filings, including the annual Business Property Statement, and assist with workers&#39; compensation administration.<br>• Track membership-related revenue, maintain accounting for space rental activity, and support financial recordkeeping for bar and restaurant operations.<br>• Oversee ordering coordination and inventory record maintenance for beverage stock, merchandise, and office or operational supplies.<br>• Use QuickBooks Desktop and related operating systems to maintain organized financial records and support daily accounting workflows.<br>• Provide accounting support in an environment with outsourced payroll by assisting with payroll-related coordination for a small employee population.
  • 2026-09-01T00:00:00Z
Bookkeeper
  • Alameda, CA
  • onsite
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • <p>The Bookkeeper is responsible for:</p><p> </p><ul><li>Managing daily transactions, oversight of accounts and answers questions for the client. </li><li>This includes data input, vendor payments and ensuring accuracy of invoices or credits, client -family misc. payments of bills and expenses</li><li>Review of bank accounts and transactions/postings/credits/deposits and transfers, GL review, entries, reconciling accounts, credit card reconciliations, property taxes, review and oversight of budgets and monthly reports for client. </li><li>Providing information to client on transactions, transferring funds, communication with vendors and providing information as requested or to resolve discrepancies. </li><li>Proficiency with and use of QuickBooks and Excel is Required. </li></ul><p><br></p>
  • 2026-09-01T00:00:00Z
Bookkeeper
  • San Carlos, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • <p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>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.  </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•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</p><p>•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</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•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</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
  • 2026-08-11T00:00:00Z
Bookkeeper
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 27 - 35 USD / Hourly
  • <p>The Bookkeeper is responsible for maintaining accurate financial records and supporting core accounting functions, including accounts payable, accounts receivable, and payroll. In a mid-sized company, this role helps manage daily transactions, reconciliations, and reporting while working closely with leadership, human resources, and external vendors to support smooth financial operations. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounts payables by processing invoices, coding expenses, and preparing vendor payments. Based on general knowledge.</li><li>Manage accounts receivable by creating invoices, applying payments, tracking outstanding balances, and following up on past-due accounts. Based on general knowledge.</li><li>Process payroll accurately and on schedule, including timekeeping review, deductions, and payroll record updates. Based on general knowledge.</li><li>Maintain the general ledger and record daily financial transactions. Based on general knowledge.</li><li>Reconcile bank accounts, credit card accounts, vendor statements, and customer balances. Based on general knowledge.</li><li>Prepare financial reports, account reconciliations, and supporting schedules for month-end close. Based on general knowledge.</li><li>Maintain employee and vendor records, including tax forms and payment details. Based on general knowledge.</li><li>Help ensure compliance with internal procedures and payroll, tax, and accounting requirements. Based on general knowledge.</li></ul>
  • 2026-09-01T00:00:00Z
Accountant
  • Pleasant Hill, CA
  • onsite
  • Temporary / Contract
  • 38 - 44 USD / Hourly
  • We are looking for an experienced Accountant to join a financial services organization in Pleasant Hill, California. This Long-term Contract position is suited for someone who can manage core accounting activities, support timely close processes, and deliver accurate reporting in a fast-moving environment. The role offers the opportunity to contribute across multiple entities while partnering with operational and leadership teams to strengthen financial visibility and control.<br><br>Responsibilities:<br>• Record and post journal entries while maintaining accurate general ledger activity across assigned accounts and entities.<br>• Contribute to month-end and year-end close activities by preparing schedules, reviewing account activity, and meeting reporting deadlines.<br>• Perform detailed reconciliations for bank accounts, credit card transactions, and intercompany balances, resolving discrepancies promptly.<br>• Review balance sheet and income statement accounts, identify unusual fluctuations, and provide clear variance analysis to stakeholders.<br>• Assist in preparing monthly financial statements and internal management reports that support informed business decisions.<br>• Track and account for sales, cash activity, inventory movements, and operating expenses within a high-volume, multi-location setting.<br>• Help uphold internal controls and accounting procedures by ensuring transactions are recorded consistently and in compliance with policy.<br>• Collaborate with cross-functional teams and leadership to provide timely financial information, audit support, and process improvement recommendations.
  • 2026-08-21T00:00:00Z
Accountant
  • San Jose, CA
  • onsite
  • Temporary / Contract
  • 34 - 38 USD / Hourly
  • We are looking for an Accountant to support core financial operations for a long-term contract opportunity based in San Jose, California. This role is ideal for someone who can manage day-to-day accounting activities, maintain accurate financial records, and contribute to timely reporting. The position will work across payables, receivables, and general ledger processes while helping ensure strong financial controls and reliable documentation.<br><br>Responsibilities:<br>• Process vendor invoices, review payment details for accuracy, and support timely accounts payable activities.<br>• Manage customer billing and cash application tasks to keep accounts receivable records current and well organized.<br>• Prepare and post journal entries with proper backup documentation to maintain accurate accounting records.<br>• Reconcile bank accounts regularly, investigate discrepancies, and resolve outstanding items promptly.<br>• Support general ledger maintenance by reviewing account activity and ensuring transactions are recorded correctly.<br>• Assist with month-end close activities, including balance sheet reconciliations and financial data validation.<br>• Maintain organized accounting documentation and provide support during audits or internal financial reviews.<br>• Contribute to accounting process improvements and assist with additional finance-related tasks as business needs require.
  • 2026-09-01T00:00:00Z
Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • <p>Natalie Lue with Robert Half is looking for a detail-oriented <strong>Accountant </strong>with a degree in Accounting, Finance, or Business and strong QuickBooks experience to work onsite in a beautiful SF Financial District office.</p><p><br></p><p>Join a respected professional services firm where you&#39;ll play a key role supporting accounting operations, billing, accounts payable, and financial administration working alongside a solid finance and accounting team and reporting to a Controller.</p><p>What You&#39;ll Do</p><ul><li>Process accounts payable from invoice receipt through payment</li><li>Review, code, and enter vendor invoices accurately in QuickBooks</li><li>Prepare check runs and maintain supporting documentation</li><li>Apply cash receipts and reconcile transactions</li><li>Assist with billing by reviewing time and expense entries for accuracy</li><li>Support employee expense reporting and travel-related accounting processes</li><li>Research and resolve invoice, payment, and vendor discrepancies</li><li>Maintain organized accounting records and generate reports as needed</li></ul><p>What We&#39;re Looking For</p><p>✔ Bachelor&#39;s degree in Accounting, Finance, Business, or related field</p><p>✔ 2+ years of accounting, AP, billing, or bookkeeping experience</p><p>✔ Strong QuickBooks proficiency required</p><p>✔ Professional services experience preferred (legal, consulting, architecture, engineering, etc.)</p><p>✔ Excellent organizational skills and attention to detail</p><p>✔ Ability to manage multiple priorities and deadlines</p><p>Why Join?</p><ul><li>Stable and growing professional services organization</li><li>Collaborative and supportive team environment</li><li>Broad exposure to accounting and finance operations</li><li>Opportunity for professional growth and development </li></ul><p><b> </b></p>
  • 2026-09-01T00:00:00Z
Accountant
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p>We are looking for a detail-oriented Accountant to support daily accounting operations and maintain accurate financial records for the organization. This role is well suited for someone who can manage the full bookkeeping cycle, oversee core transactional processes, and help ensure timely month-end reporting. The ideal candidate brings strong QuickBooks expertise, sound judgment, and the ability to keep financial activities organized and compliant.</p><p><br></p><p>Responsibilities:</p><ul><li>Extensive experience overseeing complete bookkeeping functions and maintaining accurate financial records.</li><li>Strong foundation in accounting operations, reporting, and financial controls.</li><li>Skilled in using accounting systems, including QuickBooks, Sage, and Xero.</li><li>Proven ability to manage priorities, meet deadlines, and maintain organized workflows.</li><li>Exceptional accuracy, attention to detail, and problem-solving skills.</li><li>Capable of working both autonomously and in a collaborative team environment.</li><li>Degree in Accounting or a related discipline preferred.</li><li>Understanding of tax regulations, filings, and compliance requirements is beneficial</li></ul>
  • 2026-08-28T00:00:00Z
Accountant
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 40 - 45 USD / Hourly
  • <p>Our company is seeking a skilled Accountant for a contract role with hands-on experience in NetSuite. This is an excellent opportunity to support our accounting operations and drive process improvements during a critical period. Candidates must be detail-oriented, collaborative, and capable of working independently in a fast-paced environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Perform daily and monthly accounting functions, including general ledger entries, reconciliations, and financial reporting.</li><li>Oversee transactional accounting in NetSuite: accounts payable, accounts receivable, invoice processing, and bank reconciliations.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance with accounting standards.</li><li>Support budgeting, forecasting, and variance analysis initiatives.</li><li>Generate and analyze financial statements, identifying discrepancies and proposing corrections.</li><li>Collaborate with cross-functional teams to improve workflows and optimize NetSuite utilization.</li><li>Ensure compliance with internal controls and regulatory requirements.</li><li>Respond to ad-hoc accounting requests as needed.</li></ul><p><br></p><p><br></p>
  • 2026-09-01T00:00:00Z
Accountant
  • Burlingame, CA
  • onsite
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • <p><strong>Full-Time Engagement Professional (FTEP)</strong> <strong>Location:</strong> Peninsula, CA (Hybrid) <strong>Employment Type:</strong> Full-Time</p><p><br></p><p><em>About the Opportunity</em></p><p><br></p><p>Join a dynamic Full-Time Engagement Practice, where you&#39;ll enjoy the stability of full-time employment while gaining exposure to a variety of client environments and industries. This hybrid role supports organizations across the Peninsula and offers an opportunity to strengthen your accounting expertise, build diverse experience, and contribute to critical accounting and finance initiatives.</p><p>Position Overview</p><p>The Staff Accountant will be responsible for supporting day-to-day accounting operations, month-end close activities, account reconciliations, financial reporting, and process improvement initiatives. The ideal candidate is adaptable, detail-oriented, and comfortable working in changing environments while maintaining accuracy and meeting deadlines.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and post journal entries, accruals, and account adjustments.</li><li>Perform monthly, quarterly, and year-end account reconciliations.</li><li>Assist with month-end and year-end close processes.</li><li>Maintain general ledger activity and ensure accuracy of financial records.</li><li>Analyze financial data and investigate account variances.</li><li>Prepare supporting schedules and documentation for audits.</li><li>Support accounts payable and accounts receivable functions as needed.</li><li>Assist with financial statement preparation and reporting.</li><li>Ensure compliance with company policies and accounting standards.</li><li>Identify opportunities to improve accounting processes and internal controls.</li><li>Participate in system implementations, process improvement projects, and special accounting initiatives.</li><li>Collaborate with finance, operations, and business leaders across client organizations.</li></ul><p><strong>Qualifications</strong></p><ul><li>Bachelor&#39;s degree in Accounting, Finance, or related field.</li><li>2+ years of accounting experience, preferably in public accounting or multiple industry environments.</li><li>Strong understanding of GAAP and general accounting principles.</li><li>Experience with month-end close, reconciliations, and financial reporting.</li><li>Proficiency with Microsoft Excel, including pivot tables, VLOOKUP/XLOOKUP, and data analysis functions.</li><li>Experience with ERP systems such as NetSuite, Oracle, SAP, Dynamics 365, Intacct, or similar platforms.</li><li>Excellent analytical, organizational, and problem-solving skills.</li><li>Strong verbal and written communication abilities.</li><li>Ability to manage multiple priorities and adapt to changing business needs.</li></ul><p><br></p>
  • 2026-09-01T00:00:00Z
Trust Accountant
  • Walnut Creek, CA
  • onsite
  • Temporary to Hire
  • 30 - 40 USD / Hourly
  • We are looking for an experienced Trust Accountant to join a legal organization in Walnut Creek, California in a contract capacity with the potential to become permanent. This position supports the firm’s finance operations by managing trust accounting activities, maintaining compliance with state-specific requirements, and partnering with attorneys and internal accounting teams across a high-volume environment. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to handle detailed financial transactions with accuracy and professionalism.<br><br>Responsibilities:<br>• Monitor trust account activity to ensure handling practices align with applicable state rules and internal financial standards.<br>• Apply incoming funds to the appropriate trust accounts, and carry out settlements and refunds based on attorney direction.<br>• Move approved balances to operating accounts to cover receivables, vendor obligations, and related payments.<br>• Prepare and post matter-level journal entries in the accounting system to maintain complete and accurate transaction records.<br>• Review aged and outstanding checks, investigate discrepancies, and support timely resolution of unreconciled items.<br>• Produce trust balance reports, financial summaries, and ad hoc analyses requested by attorneys or leadership.<br>• Perform bank reconciliations, clear open items, and maintain accurate trust account balances.<br>• Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support coordinated financial processing.<br>• Contribute to trust accounting initiatives, including control improvements, procedure enhancements, 1099 preparation, and other assigned projects.
  • 2026-08-26T00:00:00Z
Fund Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A San Francisco-based private investment firm is seeking a <strong>Fund Accountant </strong>to join its close-knit and highly collaborative team. The firm invests across a diversified portfolio of private markets, including private equity, venture capital, real estate, private credit, and other alternative investments. The platform partners with established investment managers and selectively pursues co-investment opportunities.</p><p> </p><p>The firm has a small, collaborative team environment where employees are encouraged to take ownership, contribute ideas, and make a meaningful impact. Because of the lean structure, this role is ideal for someone who is comfortable wearing multiple hats, working independently, and taking initiative, while also knowing when to ask questions and collaborate with the broader team.</p><p>The ideal candidate is resourceful, adaptable, detail-oriented, and team-oriented, with the ability to manage competing priorities and take ownership of responsibilities from start to finish.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Process and record a high volume of capital call and distribution notices ensuring transactions are accurately captured and properly reflected in the accounting records.</li><li>Maintain and reconcile fund accounting records, ensuring financial data is accurate, complete, and up to date.</li><li>Calculate quarterly management fees and legal expenses across the firm&#39;s investment funds.</li><li>Support the quarterly fund close process, following established procedures to review, reconcile, and finalize the general ledgers for all funds.</li><li>Prepare quarterly capital account statements for limited partners and general partners.</li><li>Assist with limited partner performance reporting, including the preparation of materials for annual investor meetings.</li><li>Support the annual audit process, including gathering requested documentation and preparing schedules and supporting materials.</li><li>Assist with the preparation and review of annual financial statements.</li><li>Partner with internal team members and external service providers to resolve accounting questions and ensure timely completion of reporting deliverables.</li><li>Take on additional accounting and operational projects as needed within a lean, fast-paced private investment environment.</li></ul>
  • 2026-08-21T00:00:00Z
Fund Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 95000 - 130000 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>Fund Accountant | Investment Firm | San Francisco; Hybrid | Base + Bonus + Phantom Carry </strong></p><p> </p><p>Join a <strong>highly respected private investment firm</strong> with a diversified alternatives platform and a <strong>lean, close-knit finance team</strong>. This is an excellent opportunity for an early-career accountant to transition into private investments and gain hands-on exposure across the <strong>full fund accounting lifecycle</strong>, with direct access to senior leadership and meaningful ownership from day one.</p><p> </p><p>The firm is known for its <strong>collaborative, low-ego culture</strong> and offers an exceptional benefits package, including <strong>100% covered medical, dental, and vision for employees and families</strong>, bonus potential, retirement contributions, <strong>long-term incentive eligibility</strong>, daily team lunches, team retreats, and a <strong>year-end office closure</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Track and record <strong>capital calls and distributions </strong></li><li>Prepare quarterly closes, <strong>GL reconciliations</strong>, and management fee calculations </li><li>Prepare <strong>LP/GP capital account statements</strong> and investor performance reporting </li><li>Support annual audits and <strong>GAAP financial statement preparation </strong></li><li>Maintain accurate fund accounting records and internal controls </li><li>Help improve and document fund accounting processes </li><li>Partner with the broader finance team on special projects </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-29T00:00:00Z
Fund Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 125000 USD / Yearly
  • <p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | San Francisco Bay Area | Hybrid</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-28T00:00:00Z
Tax Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 210000 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax &amp; Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients&#39; overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
  • 2026-08-07T00:00:00Z
Tax Manager
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
  • 2026-09-01T00:00:00Z
Fund Controller
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 240000 - 300000 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>Controller | Private Equity Firm | San Francisco | Hybrid</strong></p><p> </p><p>Our client is a <strong>growth-focused private equity firm</strong> investing in middle-market companies across business services, technology, and information sectors. Known for its collaborative and entrepreneurial culture, the firm partners closely with management teams to drive long-term growth and operational excellence.</p><p> </p><p>This is a high-visibility leadership role with significant autonomy. You’ll oversee the firm’s finance function, partner directly with senior leadership, and play a key role in financial strategy and operations.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee treasury operations including capital calls, distributions, and cash management</li><li>Manage cash flow forecasting and the annual budgeting process</li><li>Lead monthly closes and financial reporting for funds and GP entities</li><li>Oversee outsourced accounting operations and expense approvals</li><li>Manage fund administrator relationships and investment cash flow tracking</li><li>Prepare quarterly financial reporting and investment performance summaries</li><li>Lead annual audit and tax processes</li></ul><p> <strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-28T00:00:00Z
Finance Coordinator
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 33 - 34 USD / Hourly
  • <p> This is a Long-term Contract opportunity offering a hybrid work arrangement and the chance to contribute to a fast-paced environment focused on accuracy, communication, and operational support. The ideal candidate will bring strong organizational skills, confidence working with vendors and internal partners, and the ability to manage multiple finance-related tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain purchase orders while ensuring information is complete, accurate, and aligned with internal guidelines.</p><p>• Communicate with vendors to address questions, follow up on outstanding items, and help resolve billing-related issues in a timely manner.</p><p>• Review, track, and process vendor invoices to support smooth financial operations and proper documentation.</p><p>• Partner with facilities and internal support teams to coordinate requests, scheduling needs, and operational follow-through.</p><p>• Assist with finance-related projects designed to improve workflows, support implementation activities, and strengthen team processes.</p><p>• Help organize and support training sessions tied to updated procedures, tools, or process enhancements.</p><p>• Prepare spreadsheets, records, and status updates using Microsoft Excel and other business systems to keep information current and accessible.</p><p>• Provide general coordination support to the finance team by managing priorities, responding to ad hoc requests, and maintaining clear communication across stakeholders</p>
  • 2026-08-31T00:00:00Z
Finance Manager
  • Los Altos, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 170000 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>Finance Manager | Thriving Venture Capital Firm | Palo Alto | Base + Bonus + Carry!</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of investing in innovative, high-growth companies. You&#39;ll work alongside an experienced, collaborative team while gaining broad exposure across the <strong>entire fund lifecycle</strong>, partnering closely with investment, operations, and firm leadership.</p><p> </p><p>The firm offers <strong>competitive compensation</strong>, <strong>bonus potential</strong>, a <strong>generous phantom carry program</strong>, excellent benefits, retirement contributions, and a <strong>flexible hybrid schedule</strong>. This is an exceptional opportunity for someone looking to deepen their venture capital experience and build a long-term career in private investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting, quarterly closes, and financial statement preparation</li><li>Track investments, investor allocations, and capital activity</li><li>Lead the annual audit process and coordinate with external auditors</li><li>Partner with the investment team on <strong>portfolio valuations </strong></li><li>Support capital calls, distributions, cash management, and investor reporting</li><li>Assist with tax-related fund matters</li><li>Drive <strong>process improvements</strong>, automation, and AI initiatives</li><li>Support finance leadership on strategic projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-28T00:00:00Z
Finance Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 140000 USD / Yearly
  • <p>We are looking for a Finance Manager to lead financial planning activities and provide meaningful insight that supports business decisions in Walnut Creek, California. This role focuses on building reliable forecasts, analyzing operating results, and guiding the annual planning cycle with a strong command of financial data. The ideal candidate brings a strategic mindset, attention to detail, and the ability to translate complex analysis into practical recommendations for stakeholders.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Support annual budgets, forecasts, and long-term financial planning.</li><li>Build financial models to analyze sales channels, promotions, margins, and growth.</li><li>Monitor key drivers including sales performance, product launches, marketing ROI, and supply chain costs.</li><li>Track profitability and margin performance to support operations and planning.</li><li>Prepare monthly financial reports, KPI dashboards, and variance analyses.</li><li>Provide insights and recommendations to improve spending, efficiency, and business performance.</li><li>Partner with Sales, Marketing, Operations, and Supply Chain on forecasting, inventory, and cost planning.</li><li>Translate financial results into actionable business recommendations for leadership.</li><li>Improve FP&amp;A processes, reporting tools, systems, and data accuracy.</li><li>Promote financial accountability and cross-functional alignment across the organization.</li></ul>
  • 2026-08-26T00:00:00Z
Finance Manager
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 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>Finance Manager| Venture Capital | Palo Alto| Hybrid | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Our client is a <strong>well-established venture capital firm </strong>backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders.</p><p> </p><p>Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-28T00:00:00Z
Grant Accountant
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 57 - 66 USD / Hourly
  • <p>Key Responsibilities</p><ul><li>Ensure proper and timely recording and payment of grants payable, including compliance, multi-year and conditional grant tracking, and expenditure responsibility reporting. </li><li>Maintain accounts payable, vendor management, employee expense reimbursements, general ledger, and bank reconciliations for multiple subsidiaries. </li><li>Prepare monthly and year-end close packages in accordance with GAAP, including account reconciliations.</li><li>Assist with tax and information reporting, including Forms 1099 and 1042.</li><li>Support annual financial audits, tax preparation, and year-end reporting requirements. </li></ul><p><br></p>
  • 2026-09-01T00:00:00Z
Tax Preparer
  • Saratoga, CA
  • onsite
  • Temporary / Contract
  • 36.1 - 41.8 USD / Hourly
  • We are looking for a Tax Preparer to support individual income tax engagements in California. This Long-term Contract opportunity is ideal for someone who can manage returns accurately, communicate clearly with clients, and maintain high standards of compliance throughout the filing process. The role focuses on preparing personal tax documents, reviewing financial information for completeness, and using tax software to deliver timely, reliable results.<br><br>Responsibilities:<br>• Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness.<br>• Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues.<br>• Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors.<br>• Communicate with clients to request missing information, clarify financial details, and explain documentation requirements during the filing process.<br>• Verify completed returns for compliance with applicable tax rules before submission and resolve discrepancies when they arise.<br>• Maintain confidentiality of sensitive financial and personal information in accordance with regulatory and workplace standards.<br>• Track filing deadlines and workload priorities to ensure returns are completed within expected timeframes.<br>• Support follow-up activities related to submitted returns, including responding to questions and updating records as needed.
  • 2026-09-01T00:00:00Z
Tax Preparer
  • Burlingame, CA
  • onsite
  • Temporary / Contract
  • 40 - 50 USD / Hourly
  • <p>A well-established tax firm is seeking an experienced <strong>Tax Preparer</strong> to provide immediate support as the October 15 tax filing deadline approaches. This is an excellent opportunity for a tax professional who can quickly step in, manage a high volume of returns, and potentially return for the 2027 tax season.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns, primarily supporting the October 15 extended filing deadline.</li><li>Organize and review client tax documents for completeness and accuracy.</li><li>Enter and process tax data efficiently while ensuring compliance with applicable tax regulations.</li><li>Identify missing information, discrepancies, and potential tax issues.</li><li>Communicate with clients and internal team members regarding outstanding documentation and questions.</li><li>Assist with finalizing returns and meeting strict filing deadlines.</li><li>Maintain accurate and confidential client records.</li></ul><p><br></p>
  • 2026-08-24T00:00:00Z
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