<p><strong>Jennifer Fukumae</strong> is partnering with an established Wealth Management and Tax Advisory firm in San Jose to identify a <strong>Tax Accountant / Senior Tax Accountant</strong> (title flexible based on experience). This is a unique opportunity to join a highly respected team that serves an impressive client base and is expanding its tax advisory practice. The firm provides holistic financial services to more than 500 households, with average client assets ranging from $2M–$10M. The incoming Tax Advisor will focus on the <strong>tax side of the practice</strong>, working closely with the wealth management team to provide high-level tax advisory services to clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual, business, and partnership tax returns.</li><li>Partner with wealth management colleagues to provide integrated tax planning and advisory support.</li><li>Collaborate with leadership to help expand the firm’s growing tax practice.</li><li>Deliver excellent client service with clear, proactive communication.</li></ul>
<p><strong>Tax Associate</strong></p><p><strong>Location:</strong> San Francisco Bay Area (In-Office Role)</p><p><strong>Industry:</strong> Financial Services / Tax Advisory</p><p>A growing financial services firm is seeking a highly motivated and experienced <strong>Tax Associate</strong> to join its collaborative team. This is a full-time, in-office role offering schedule flexibility, competitive compensation, and the opportunity to work alongside seasoned professionals in a supportive and growth-oriented environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides comprehensive, personalized financial solutions through a holistic approach. With strong growth over the past several years, the team is expanding and looking for professionals who value excellence, process, and teamwork.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client relationships, and supporting the firm’s commitment to high-quality service. This role is ideal for someone who thrives in a fast-paced environment and is eager to contribute to a firm that values collaboration and continuous improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns (1040s, S-Corps, C-Corps, Partnerships, Fiduciary, Non-Profit)</li><li>Represent clients before the IRS and FTB for audits, collections, and correspondence</li><li>Conduct tax research and provide strategic guidance</li><li>Maintain compliance with tax laws and regulations</li><li>Deliver personalized, high-quality client service</li><li>Manage client engagements with professionalism and responsiveness</li><li>Maintain organized and accurate records of client documents and interactions</li><li>Contribute to improving internal systems and processes</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Full-time position (January–December)</li><li>Competitive salary and benefits</li><li>Flexible scheduling within an in-office structure</li><li>A positive, team-centered culture focused on growth and support</li><li>No self-marketing required—serve a growing client base with confidence</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Sr. Tax Associate</p><p><strong>Location</strong>: San Francisco Bay Area (In-Office Role)</p><p><strong>Industry</strong>: Financial Services / Tax Advisory</p><p><br></p><p>Join a thriving financial services firm that’s redefining what it means to deliver exceptional tax advisory. We’re looking for a driven and detail-oriented <strong>Tax Associate</strong> to become a key player on our collaborative team. This full-time, in-office role offers flexibility, competitive compensation, and the chance to grow alongside experienced professionals in a dynamic and supportive environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>We’re a fast-growing firm known for delivering personalized, holistic financial solutions. Our success is built on a foundation of integrity, innovation, and teamwork. As we continue to expand, we’re seeking professionals who are passionate about excellence and eager to contribute to a culture that values both individual and collective growth.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>As a Tax Associate, you’ll play a vital role in delivering high-quality tax services to a diverse client base. You’ll manage complex filings, build strong client relationships, and help shape the future of our tax practice. This is a great opportunity for someone who thrives in a fast-paced setting and wants to make a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Prepare and review a variety of tax returns: Individual (1040), S-Corp, C-Corp, Partnership, Fiduciary, and Non-Profit</li><li>Represent clients in IRS and FTB audits, collections, and correspondence</li><li>Conduct tax research and provide strategic recommendations</li><li>Ensure compliance with current tax laws and regulations</li><li>Deliver personalized, responsive client service</li><li>Manage client engagements with professionalism and care</li><li>Maintain organized records and documentation</li><li>Contribute ideas to improve internal systems and workflows</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Full-time role with year-round stability (January–December)</li><li>Competitive salary and comprehensive benefits</li><li>Flexible scheduling within a structured in-office environment</li><li>A collaborative, growth-focused culture</li><li>No self-marketing required—serve an established and expanding client base</li></ul><p><strong>Ready to take the next step in your career?</strong></p><p> Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario. Let’s connect and explore how this opportunity can align with your goals.</p>
We are looking for an experienced Tax Staff member to join our team in Walnut Creek, California. This role involves preparing and reviewing diverse tax returns, conducting research on tax regulations, and collaborating with clients to provide exceptional tax-related services. The ideal candidate demonstrates strong technical expertise, organizational skills, and a commitment to delivering high-quality work.<br><br>Responsibilities:<br>• Prepare and review tax returns for individuals, corporations, partnerships, trusts, and exempt organizations.<br>• Conduct tax planning and perform in-depth research on tax laws, regulations, and specific issues.<br>• Manage multiple client engagements, ensuring deadlines are consistently met.<br>• Communicate directly with clients and regulatory agencies to address tax-related inquiries and concerns.<br>• Apply a comprehensive understanding of the tax return preparation and review process.<br>• Stay updated on industry knowledge by participating in relevant educational opportunities.<br>• Collaborate with team members to ensure accuracy and efficiency in all tax-related tasks.<br>• Assist clients with navigating complex tax matters and provide tailored solutions.<br>• Utilize advanced tax software such as CCH ProSystem Fx and Lacerte for efficient tax preparation.
<p>We are looking for a skilled Tax Preparer to join our team in San Ramon, California. This Contract to permanent position offers an excellent opportunity to work with an experienced tax team, handling diverse tax returns for individuals, businesses, trusts, and partnerships. The role provides a consistent Monday-Friday schedule and the potential for remote work after completing training.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist the tax team in preparing and reviewing complex individual and partnership tax returns.</p><p>• Manage tax filings for various entities, including individuals, businesses, trusts, and partnerships.</p><p>• Utilize Ultra Tax Software and Creative Solutions to ensure accurate and efficient tax preparation.</p><p>• Analyze financial information and ensure compliance with relevant tax laws and regulations.</p><p>• Build and maintain strong client relationships by delivering exceptional service and communication.</p><p>• Coordinate multiple tasks and projects while adhering to strict deadlines.</p><p>• Apply working knowledge of automated accounting systems to streamline processes.</p><p>• Conduct thorough follow-ups to ensure all tax-related matters are resolved promptly and effectively.</p><p>• Collaborate with team members to support the completion of over 1,000 tax returns during peak seasons.</p><p>• Provide clear and detail-oriented communication, both written and verbal, to clients and stakeholders.</p>
Key Responsibilities:<br>• Maintain accurate accounting records for multiple entities with different year-ends.<br>• Manage financials for both government contracts (milestone-based billing, compliance-driven) and commercial operations (manufacturing cost accounting).<br>• Prepare intercompany reconciliations and consolidated financial reporting.<br>• Support implementation of Epicor ERP upgrade and help migrate accounting processes from QuickBooks to Epicor for government and commercial divisions.<br>• Develop and maintain customized financial and forecasting reports to support leadership decision-making.<br>• Monitor milestone-based payments and ensure accurate job costing.<br>• Collaborate with management to identify inefficiencies and implement creative accounting solutions.<br>• Ensure compliance with applicable accounting standards, DCAA (if applicable), and tax reporting requirements.<br>• Support audits, tax filings, and government reporting.<br>________________________________________<br>Qualifications:<br>• Proven bookkeeping/accounting experience with multi-entity organizations (S-Corp, C-Corp, LLCs).<br>• Experience with ERP systems (Epicor preferred) and/or prior ERP implementation.<br>• Proficiency in QuickBooks and transition experience to larger ERP systems.<br>• Strong knowledge of manufacturing cost accounting (job costing, overhead allocation, WIP tracking).<br>• Understanding of government contract accounting requirements (FAR/DCAA compliance a plus).<br>• Excellent problem-solving and investigative skills — ability to design and build custom reporting tools (Excel, BI tools, or ERP reports).<br>• Strong forecasting and budgeting experience.<br>• Ability to adapt to a fast-paced, growing environment with multiple stakeholders.<br>________________________________________<br>Preferred Traits:<br>• Creative thinker with a “solutions first” mindset.<br>• Comfortable working across both high-compliance government contracts and dynamic commercial manufacturing.<br>• Strong communicator who can work cross-functionally with leadership, production, and compliance teams.<br>• Detail-oriented but capable of big-picture financial analysis.<br>________________________________________
<p>Robert Half is seeking an experienced and detail-oriented <strong>Full-Time Engagement Professional - Senior Accountant</strong> to join our team. As a member of our esteemed Full-Time Engagement Professionals program, you will enjoy full-time employment with Robert Half while being deployed on diverse client assignments. Your expertise in accounting will enable you to play a critical role in managing client projects, providing interim support, and driving process improvements across a variety of industries.</p><p><br></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><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze financial statements, ensuring accuracy and compliance with GAAP and other regulatory standards.</li><li>Manage general ledger operations, including reconciliations, journal entries, and month-end/year-end closings.</li><li>Oversee accounting processes such as fixed assets, payroll, and accruals, ensuring timely and accurate reporting.</li><li>Provide guidance and support to clients during audits, including the preparation of audit schedules and documentation.</li><li>Identify opportunities for process improvement and implement best practices to enhance operational efficiencies.</li><li>Collaborate with cross-functional teams to support budgeting, forecasting, and financial analysis activities.</li><li>Assist with special projects, such as system implementations, policy updates, or mergers and acquisitions.</li></ul><p><br></p>
<p><strong>Job Posting</strong>: Senior Accountant</p><p><strong>Employment Type:</strong> Contract </p><p><strong>Compensation:</strong> $38 - $50 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their <strong>Senior Accountant</strong> position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and professional development. As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>As a Senior Accountant, you will:</strong></p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise junior accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
<p><strong>Job Posting: </strong>Senior Accountant</p><p><strong>Employment Type:</strong> Contract </p><p><strong>Compensation:</strong> $38 - $50 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their <strong>Senior Accountant</strong> position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and professional development. As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>As a Senior Accountant, you will:</strong></p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise junior accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
<p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
<p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
<p>Robert Half is seeking a skilled and detail-oriented <strong>Full-Time Engagement Professional: Senior Accountant</strong> to join our dynamic team. As part of our distinguished <strong>Full-Time Engagement Professionals (FTEP)</strong> program, you’ll enjoy the stability of full-time employment with Robert Half while contributing your expertise to diverse client assignments. In this role, you’ll play a vital role in managing key accounting projects, providing interim support, and driving process improvements across various industries.</p><p><br></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><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze financial statements, ensuring accuracy and compliance with GAAP and other regulatory standards.</li><li>Manage general ledger operations, including reconciliations, journal entries, and month-end/year-end closings.</li><li>Oversee accounting processes such as fixed assets, payroll, and accruals, ensuring timely and accurate reporting.</li><li>Provide guidance and support to clients during audits, including the preparation of audit schedules and documentation.</li><li>Identify opportunities for process improvement and implement best practices to enhance operational efficiencies.</li><li>Collaborate with cross-functional teams to support budgeting, forecasting, and financial analysis activities.</li><li>Assist with special projects, such as system implementations, policy updates, or mergers and acquisitions.</li></ul>
<p>Robert Half’s Full-Time Engagement Professionals Team is hiring a Senior Accountant to join our full-time team and support a range of client projects in various locations and occasionally remote. If you thrive on variety, enjoy working across different industries, and are looking to make a real impact through meaningful, hands-on work — this could be the ideal next step in your accounting career.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p> Job Duties:</p><ul><li>Prepare and analyze financial statements in accordance with GAAP standards.</li><li>Manage month-end, quarter-end, and year-end close processes.</li><li>Conduct account reconciliations and variance analysis to ensure accuracy.</li><li>Oversee the accounts payable, accounts receivable, and general ledger functions.</li><li>Assist in internal and external audit processes by providing necessary documentation and support.</li><li>Collaborate with cross-functional teams to streamline processes and improve efficiency.</li><li>Mentor and support entry level accounting staff.</li></ul>
<p>Robert Half is seeking an experienced <strong>Senior Accountant</strong> to join our highly regarded <strong>Full-Time Engagement Professionals (FTEP)</strong> program. This full-time position offers the stability of permanent employment with Robert Half while providing the opportunity to work on a variety of client projects. In this role, you will use your accounting expertise to lead key initiatives, provide interim support, and implement process improvements across multiple industries.</p><p><br></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><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze financial statements, ensuring accuracy and compliance with GAAP and other regulatory standards.</li><li>Manage general ledger operations, including reconciliations, journal entries, and month-end/year-end closings.</li><li>Oversee accounting processes such as fixed assets, payroll, and accruals, ensuring timely and accurate reporting.</li><li>Provide guidance and support to clients during audits, including the preparation of audit schedules and documentation.</li><li>Identify opportunities for process improvement and implement best practices to enhance operational efficiencies.</li><li>Collaborate with cross-functional teams to support budgeting, forecasting, and financial analysis activities.</li><li>Assist with special projects, such as system implementations, policy updates, or mergers and acquisitions.</li></ul>
<p><strong>Position Summary:</strong></p><p>Robert Half is partnering with a dynamic and growing organization to find an experienced Staff Accountant. The Staff Accountant is responsible for supporting an organization's financial operations by performing day-to-day accounting tasks, including journal entries, reconciliations, and assisting with the preparation of financial statements. This role is important for maintaining the integrity of financial data and ensuring compliance with regulations.</p><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</strong></p><p><br></p><p><strong>2 OPEN POSITIONS: PROJECT ACCOUNTANT & PROJECT ADMIN</strong></p><p><br></p><p>Well established and stable general contractor company with over 700 employees is seeking 2 Project Accountants to join their growing accounting team. This is an excellent opportunity with a family-oriented culture.</p><p> </p><p><strong>POSITION SUMMARY </strong></p><p>A Project Accountant is responsible for managing the financial aspects of individual projects, including tracking costs, preparing project budgets, analyzing variances, generating financial reports, and ensuring positive cashflow through timely invoice submission, and collection of receivables. This position will provide critical financial data to guide project decision-making. </p><p> </p><p><strong>ESSENTIAL FUNCTIONS/RESPONSIBILITIES </strong></p><p>-Manage all accounting related functions for multiple projects throughout the project’s lifecycle. </p><p>-Review project contracts to identify and ensure adherence to all job requirements, including invoicing, payment terms, insurance, labor compliance, etc. </p><p>-Process job documentation including change orders, insurance certificates, preliminary lien notices, warranties, and owner manuals. </p><p>-Work closely with operations team to ensure accurate and timely submission of client invoices and collection of receivables. </p><p>-Overseeing and entering accurate and timely job costs against budget, including payroll, material, subcontractor, and other miscellaneous expenses. </p><p>-Correspond with vendors and subcontractors on issues including invoicing, issue resolutions, waiver collection, etc. </p><p>-Foster and promote working relationships with suppliers and subcontractors. </p><p>-Generate reports related to Accounts Payable, Accounts Receivable, Contract Status, Job Costs, etc. </p><p>-Providing support during month, quarter, and year-end close. </p><p>-Complete other related duties as assigned or as needed. </p><p><strong> </strong></p><p><br></p>
We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. <br><br>Responsibilities:<br>• Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns.<br>• Provide leadership and manage a team, ensuring efficient operations.<br>• Work closely with clients to address and resolve their inquiries and issues related to tax.<br>• Maintain CPA status in good standing and stay updated with the latest industry trends and regulations.<br>• Handle the preparation and review of audited financial statements.<br>• Manage annual income tax provision activities.<br>• Implement strategies to optimize tax processes and ensure compliance with laws and regulations.<br>• Maintain a flexible work schedule, particularly during the busy season.<br>• Foster a positive and collaborative work environment, promoting teamwork.<br>• Ensure the accuracy and integrity of all tax data and records.
<p>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
<p>We are looking for an experienced Senior Accountant to join our client in Concord, California. In this role, you will oversee the complete accounting cycle, ensuring accurate financial reporting and streamlined operations. This is a Contract-to-Permanent position, offering an excellent opportunity to demonstrate your expertise and grow within the organization.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage the entire accounting cycle, including accounts payable and receivable, payroll processing, and general ledger maintenance.</p><p>• Record vendor invoices and expenses with precision and efficiency.</p><p>• Prepare and reconcile bank statements to ensure accurate financial tracking.</p><p>• Handle customer billing and invoicing, maintaining timely and accurate records.</p><p>• Process employee timesheets and oversee payroll system operations.</p><p>• Generate monthly and quarterly financial statements for internal review.</p><p>• Maintain compliance with accounting standards and practices.</p><p>• Collaborate with team members to improve accounting workflows and processes.</p><p>• Support financial audits and tax preparation activities as needed.</p>
<p>We are looking for an experienced Accounting Manager to join our team on a 4-week project. This role is hybrid (3 days onsite in Mountain View, California and 2 days remote). We need a former Big 4 CPA firm alum with a strong background in financial statement preparation, audits, and general ledger management. If you have over five years of experience, including expertise in month-end close processes and financial analysis, we need you to apply asap. Our client is expecting someone to start as soon as 10/6 and as late as 10/13. If you are proficient NetSuite and have helped start-ups raise funds in the past, then you are a strong fit for this role. </p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p><br></p><p><strong>Audit Preparation and Coordination</strong></p><ul><li>Lead the development and execution of a comprehensive audit prep plan, including the identification of key priorities and deadlines.</li><li>Collaborate with cross-functional teams (e.g., finance, operations, and compliance) to ensure the timely collection and organization of required audit materials.</li><li>Serve as the primary point of contact for internal stakeholders and assist with addressing audit prep inquiries.</li></ul><p><strong>Financial Review and Reconciliations</strong></p><ul><li>Oversee detailed reconciliations of accounts, including balance sheet and income statement items, ensuring accuracy and alignment across financial statements.</li><li>Identify discrepancies, errors, or potential audit risks and implement corrective actions to resolve them promptly.</li></ul><p><strong>Document Collection and Quality Control</strong></p><ul><li>Ensure all financial records, contracts, invoices, tax filings, and supporting documentation are complete, accurate, and audit ready.</li><li>Implement a standardized approach for organizing and maintaining audit documentation to ensure accessibility and compliance.</li></ul><p><strong>Internal Controls and Risk Mitigation</strong></p><ul><li>Review and evaluate existing internal controls to confirm their effectiveness and identify gaps or areas for improvement.</li><li>Recommend and implement process enhancements to address control deficiencies and improve audit outcomes.</li></ul><p><strong>Stakeholder Collaboration and Best Practices</strong></p><ul><li>Partner closely with internal teams to clarify audit requirements and provide guidance on compliance and process improvements.</li><li>Train key stakeholders on best practices for audit preparedness and documentation protocols.</li></ul><p><strong>Deliverables and Reporting</strong></p><ul><li>Prepare and deliver progress updates, summaries, and final audit-ready reports to the project sponsor and identified stakeholders.</li><li>Ensure that all project deliverables meet the standards required for a smooth and efficient audit process.</li></ul><p><strong>Compliance and Technical Expertise</strong></p><ul><li>Apply expertise in GAAP, ASC guidelines, and other applicable accounting standards to validate the accuracy of financial records.</li><li>Stay updated on industry best practices and evolving regulatory requirements to ensure compliance throughout the preparation process.</li></ul><p><br></p>
Key Responsibilities:<br>Prepare federal, state, and local tax returns for individuals, corporations, partnerships, and trusts<br><br>Assist in tax planning and projections under the supervision of senior staff and managers<br><br>Conduct tax research and document findings<br><br>Ensure compliance with relevant tax laws and firm procedures<br><br>Communicate with clients to gather necessary information and resolve basic inquiries<br><br>Maintain organized and accurate workpapers and supporting documentation<br><br>Participate in client engagements and support the team in meeting deadlines<br><br>Stay current on tax regulations and accounting standards through firm training and professional development<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation or CPA track preferred)<br><br>0–2 years of public accounting or tax preparation experience (internships welcome)<br><br>Working knowledge of U.S. tax laws and basic accounting principles<br><br>Strong attention to detail and organizational skills<br><br>Excellent written and verbal communication abilities<br><br>Proficiency in Microsoft Excel; experience with tax software (e.g., ProSystem fx, CCH Axcess, Lacerte) a plus<br><br>Actively pursuing CPA license or intent to pursue required
We are looking for a detail-oriented Project Accountant to join our team in Sunnyvale, California. In this role, you will be responsible for managing key financial processes, ensuring accurate reporting, and maintaining compliance with project budgets and schedules. The ideal candidate will bring expertise in cost accounting and construction-related financial operations.<br><br>Responsibilities:<br>• Process subcontractor billings and material invoices on a bi-monthly and monthly basis.<br>• Develop and maintain organized files, forms, purchase orders, subcontract documentation, meeting minutes, and other relevant records.<br>• Support client billing processes and prepare quarterly accounting reports for the corporate office.<br>• Collaborate with the lead project accountant to obtain tax documentation for subcontract billing cycles and owner tax exemption requirements.<br>• Monitor project data to ensure compliance with established budgets and schedules.<br>• Track and report key accounting indicators to provide insights into project performance.<br>• Manage technical information to support project delivery and resolve challenges effectively.<br>• Oversee copying, filing, and distribution of jobsite correspondence.<br>• Utilize advanced Microsoft Excel functions, such as pivot tables and data analysis, to streamline reporting.
Key Responsibilities:<br>Manage and review individual, corporate, partnership, and fiduciary tax returns<br><br>Oversee tax planning and compliance for a variety of clients across industries<br><br>Serve as the primary point of contact for clients, building and maintaining strong relationships<br><br>Research complex tax issues and provide clear, actionable recommendations<br><br>Review work prepared by staff and seniors, ensuring accuracy and compliance with tax laws<br><br>Mentor and train staff accountants and senior tax associates<br><br>Coordinate and manage multiple engagements and deadlines simultaneously<br><br>Ensure adherence to firm policies, procedures, and professional standards<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)<br><br>CPA license required<br><br>5–8+ years of public accounting experience, with at least 2 years in a supervisory role<br><br>In-depth knowledge of federal, state, and local tax regulations<br><br>Strong leadership, analytical, and organizational skills<br><br>Excellent communication and client service abilities<br><br>Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar) and Microsoft Office Suite
<p>We are looking for an experienced Bookkeeper to join our client's team in the San Joaquin County. This role requires a detail-oriented individual with a strong background in accounting, payroll processing, and budget preparation, particularly within non-profit organizations. The ideal candidate will play a key role in managing financial records, ensuring compliance with federal and state regulations, and supporting the organization's financial integrity. If interested call or text Edgar Gonzalez 209.395.2259 </p><p><br></p><p>Responsibilities:</p><p>• Oversee and approve the timely payment of bills and related taxes to maintain good credit standing and avoid late fees.</p><p>• Collaborate with the Artistic Director to establish purchasing guidelines and ensure accurate account allocations for materials and services.</p><p>• Reconcile all bank accounts and deposits to maintain accurate financial records.</p><p>• Process bi-weekly payroll, ensuring all applicable taxes and fees are properly handled.</p><p>• Monitor production budgets, ensuring alignment with financial goals.</p><p>• Assist the Artistic Director in preparing and reviewing the annual budget with the VP of Finance and Finance Committee before presenting it to the Board.</p><p>• Manage relationships with insurance agents, ensuring compliance with policy requirements and assisting with claims as needed.</p><p>• Maintain the security and organization of financial records and files.</p><p>• Coordinate building and property maintenance, including plumbing and electrical systems.</p><p>• Enforce rental contracts and work with community agencies to utilize resources effectively.</p>
<p>We are looking for a detail-oriented Project Accountant to join our team in Pleasant Hill, California. The ideal candidate will oversee financial processes related to project accounting, ensuring accuracy and compliance with company standards. This role requires a proactive individual with expertise in account reconciliation, billing, and financial reporting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process day-to-day accounting tasks, including accounts receivable/payable, job costing, banking, and PO/subcontract management.</li><li>Submit payroll to third-party provider; manage retirement and union payments, and update payroll-related records.</li><li>Enter invoices, issue AP checks, and handle 1099 preparation.</li><li>Oversee subcontractor billing and ensure up-to-date Certificates of Insurance (COIs).</li><li>Reconcile bank accounts monthly.</li><li>Maintain job cost accounting; prepare budgets, change orders, and Work-In-Progress (WIP) reports.</li><li>Track and record prepaid expenses (e.g., property taxes, insurance).</li><li>Support timely and accurate financial reporting on a monthly, quarterly, and annual basis; collaborate with CPA on required schedules.</li><li>Conduct monthly analysis of key financial metrics and implement improved reporting processes.</li><li>Provide financial insights and advice to ownership and management for process improvements.</li><li>Manage company cash flow and forecasting, reporting regularly to ownership.</li><li>Create annual budgets, rolling forecasts, and perform budget vs. actual variance analysis.</li><li>Assist with state business registrations, licenses, and various tax matters.</li><li>Coordinate with CPA firm for annual financial statement review and tax preparation.</li><li>Liaise with external parties including banks, bonding companies, insurance providers, and brokers.</li></ul><p><br></p>
