154 results for Tax Accountant Wealth Management Firm in San Jose, CA

Staff Accountant

San Ramon, CA
onsite
Permanent
30.5 - 37.5 USD / Hourly
Are you an accounting professional seeking a stable and engaging full-time role in the East Bay Area? Robert Half is hiring a dedicated Staff Accountant for our Full-Time Engagement Professionals (FTEP) program. This opportunity offers the security of full-time employment with Robert Half, while allowing you to gain experience across a wide range of on-site client assignments, supporting critical projects and interim staffing needs. Apply today to expand your career with the variety and stability you’re looking for. To apply, connect with me on LinkedIn (Tawnia Kirshen) and send your resume directly. I look forward to connecting! Key Responsibilities:· Perform month-end closings, reconciliations, bank reconciliations, journal entries and financial reporting.· Support accounts payable, accounts receivable, and general ledger functions.· Ensure compliance with accounting standards and company policies.· Assist with audits and special accounting projects as needed.· Collaborate with teams across various departments to meet deadlines and objectives effectively.
2026-03-06T00:00:00Z

Staff Accountant

Mountain View, CA
onsite
Permanent
70000 - 85000 USD / Yearly
Growing and established company is looking for an excellent Staff Accountant in Mountain View, California (hybrid 3/2 after training in-office). The position involves handling a wide range of accounting functions, including Accounts Payable (AP), Cash applications, Bank Reconciliations, and General Ledger maintenance. Responsibilities • Carry out the accurate and efficient processing of accounts payable and ensure they are correctly coded to the appropriate general ledger account. • Oversee the transaction booking related to checking accounts, including cash withdrawals, broker account activities, and non-cash transactions such as loan-associated purchases.• Maintain organized physical record retention systems, which includes filing documents into cabinets. • Perform account and bank reconciliations to verify all payments have been duly recorded and all accounts are balanced.• Assist in generating financial statements on a monthly and quarterly basis to clients, ensuring timeliness and accuracy. • Prepare and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, or investment history spreadsheets. • Generate and update client cash reports for monthly client deliverables and in-house review of client disbursements.
2026-02-13T00:00:00Z

Staff Accountant

South San Francisco, CA
onsite
Permanent
80000 - 90000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTANT/ACCOUNTS RECEIVALBE Well established growing company is expanding and adding a new Accountant/AR to join their team. In this role, you will play a key part in managing accounts receivable, ensuring accurate financial transactions, and contributing to month-end reconciliation processes. This position will have an opportunity to grow into a GL Accountant position. Responsibilities:• Oversee accounts receivable operations, ensuring timely collection and accurate application of payments.• Conduct account reviews to verify accuracy and resolve discrepancies related to billing and payments.• Post cash receipts, adjustments, and refunds while adhering to standard accounting procedures.• Collaborate with internal departments to address and resolve escalated accounts receivable issues.• Generate aging reports and track key performance indicators (KPIs) to monitor financial health.• Escalate delinquent accounts as necessary to appropriate parties.• Support month-end close activities, including revenue reconciliation and other financial processes.
2026-02-13T00:00:00Z

Staff Accountant

Burlingame, CA
onsite
Temporary
35 - 40 USD / Hourly
🧾 Staff Accountant – Consulting Role (Robert Half Loan Staff Practice)Robert Half is seeking a detail-oriented and motivated Staff Accountant to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing accounting support to a dedicated client base.This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with core accounting functions while gaining experience across different industries. 💼 What You’ll Do:Prepare and post journal entries, including accruals and adjustmentsAssist with month-end, quarter-end, and year-end closePerform monthly balance sheet and account reconciliationsMaintain accurate general ledger recordsSupport accounts payable and accounts receivable activities as neededAssist with preparation of financial statements and management reportsAnalyze variances and research discrepanciesSupport internal and external auditsHelp improve accounting processes and documentation at client sites 🎯 What We’re Looking For:Bachelor’s degree in Accounting, Finance, or related field1–3 years of accounting experience (public or private)Solid understanding of GAAPExperience with general ledger accounting and reconciliationsProficiency in Microsoft Excel (PivotTables, VLOOKUP/XLOOKUP preferred)Experience with ERP or accounting systems (NetSuite, SAP, Oracle, Dynamics, QuickBooks, etc.)
2026-03-09T00:00:00Z

Staff Accountant

Newark, CA
onsite
Temporary
25 - 35 USD / Hourly
Location: Newark, CA 94560 Work Arrangement: Onsite Duration: Approximately 6 months Start Date: ASAP Employment Type: Temporary Position Overview We are seeking a Staff Accountant (Contract) to support day-to-day accounting and administrative functions for a fast-paced finance team in Newark, CA. This is a hands-on, administrative-heavy accounting role with a strong focus on vendor management, purchase order processing, and contract support. The ideal candidate has a solid accounting or finance foundation, is highly organized, detail-oriented, and eager to learn new systems and processes. Experience with Tyler New World is a plus but not required. Key Responsibilities Accounting & Vendor Management Process and maintain purchase orders (POs), vendor contracts, and related documentation Support vendor onboarding, setup, and ongoing vendor communication Review invoices for accuracy, proper coding, and compliance with contracts and POs Assist with vendor reconciliations and resolve invoice discrepancies Administrative & Accounting Support Maintain organized accounting records and supporting documentation Assist with contract tracking, renewals, and compliance documentation Support accounts payable processes and internal approvals Provide general administrative support to the finance team as needed Systems & Data Entry Enter and maintain data in Tyler New World (or similar ERP/accounting systems) Ensure accuracy and completeness of financial and vendor records Support reporting and ad hoc finance-related requests Qualifications Required Accounting, finance, or related educational background or experience Strong attention to detail and organizational skills Comfortable with administrative, process-driven work Proficiency with Microsoft Excel and general office tools Willingness and eagerness to learn new software and processes Preferred Experience with vendor management, purchase orders, or contract administration Prior exposure to ERP or accounting systems (Tyler New World a plus, not required) Previous accounting clerk, staff accountant, or finance administrative experience Ideal Candidate Profile Detail-oriented and process-driven Comfortable handling administrative accounting tasks Strong communicator when working with vendors and internal teams Reliable, organized, and proactive Open to learning and growing within a finance environment
2026-03-11T00:00:00Z

Fund Accountant - Private Equity in SF

San Francisco, CA
onsite
Permanent
90000 - 110000 USD / Yearly
Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team. This is an exciting opportunity for professionals with a public accounting background to transition into investment accounting, take on immediate responsibility, and build a career with strong growth potential.The firm is known for its supportive, career-focused culture, offering mentorship, advancement opportunities, and generous rewards for high-quality work.What You’ll Do<ul><li>Manage Fund and General Partner ledgers, including quarterly expenses, accruals, intercompany activity, investment transactions, and partner allocations.</li><li>Prepare and review quarterly and annual financial statements.</li><li>Support annual audits and tax filings.</li><li>Monitor cash positions across assigned funds.</li><li>Calculate, record, and process capital calls and distributions for funds and investments.</li><li>Partner with Investor Relations to respond to limited partner inquiries.</li><li>Prepare and deliver ad-hoc analyses and reports to support decision-making.</li></ul>
2026-03-02T00:00:00Z

Grant Accountant

San Francisco, CA
onsite
Temporary
38 - 45 USD / Hourly
A San Francisco–based nonprofit organization is seeking a Grant Accountant on a contract basis. This role will support grant compliance, financial reporting, and month‑end activities across multiple restricted funding sources.Responsibilities<ul><li>Maintain grant schedules and ensure compliance with funding requirements</li><li>Prepare grant-related journal entries, billings, and reconciliations</li><li>Assist with month‑end close and audit support</li><li>Partner with program staff on grant budgets and reporting needs</li></ul>This position is hybrid, with weekly onsite work in San Francisco.
2026-03-05T00:00:00Z

Senior Director of Tax

Oakland, CA
onsite
Permanent
250000 - 285000 USD / Yearly
We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance. Responsibilities:• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments. • Model waterfall distributions and calculate owner tax distributions. • Oversee gross receipts and unclaimed property filings. • Serve as primary tax advisor for operational initiatives and bank audits. • Manage tax department budget, costs, vendors, and external advisors. • Establish compliant, well-documented tax processes and audit readiness. • Mentor tax managers and support team development. • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.
2026-03-13T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
100000 - 160000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
90000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Advisor

San Ramon, CA
onsite
Permanent
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career. The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures. Responsibilities<ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent
120000 - 160000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role based in San Francisco with a Hybrid schedule. This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees. You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand. Responsibilities<ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-02-28T00:00:00Z

Senior Property Accountant for Real Estate Investment Firm

San Francisco, CA
onsite
Permanent
100000 - 130000 USD / Yearly
Are you a Property Accountant that is looking for a firm that values collaboration, innovation, and a culture that supports growth and well-being? Jennifer Fukumae with Robert Half Financial Services Division is partnering with a well-established real estate investment firm with a strong presence in major U.S. markets. Reporting to the Accounting Manager/Property Controller, the Senior Property Accountant will manage property-level accounting activities, support month-end, quarter-end, and year-end close processes, and provide information for audits, tax filings, and investor reporting. Key Responsibilities<ul><li>Analyze project-level cash flows and review accounting entries for accuracy</li><li>Monitor expenditures and ensure proper coding in accounting systems</li><li>Maintain general ledger, reconciliations, and supporting schedules</li><li>Prepare and record month-end journal entries and facilitate close processes</li><li>Calculate fees due to the firm and third parties</li><li>Process debt service payments and assist with construction draw requests</li><li>Support quarterly financial reporting and investor packages</li><li>Assist with audits and tax filings, providing workpapers and responses to inquiries</li><li>Collaborate on acquisitions, dispositions, and ad hoc accounting projects</li><li>Communicate with JV partners and review legal agreements as needed</li></ul>
2026-03-10T00:00:00Z

Management Company Accountant - Hybrid

San Francisco, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Accountant, Management Company| Global Investment Firm| San Francisco| Hybrid Join a leading global private investment firm managing billions in capital. You’ll be part of a collaborative accounting and tax team that values learning, open communication, and long-term growth. The firm offers fully paid health coverage, generous PTO, profit sharing, paid meals, an onsite gym, and education support. Ideal for someone who wants to build a long-term career in accounts payable while contributing to process improvements. Responsibilities<ul><li>Review, code, and process invoices and semi-monthly payments (ACH and checks)</li><li>Partner with teams to obtain approvals and resolve vendor inquiries</li><li>Audit expense reports and reconcile corporate cards</li><li>Maintain vendor records, including tax documentation</li><li>Support bank transactions, journal entries, and expense analysis</li><li>Assist with 1099s, use tax, and fixed asset tracking</li><li>Contribute to system enhancements and process documentation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Associate Advisor at Thriving Wealth Management Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Senior Hedge Fund Accountant

San Francisco, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accountant| San Francisco| Hybrid; 1 day in office Join a fast-growing outsourced finance firm partnering with investment managers. This is an excellent opportunity to gain real, hands-on fund accounting experience while working closely with sophisticated clients and building deep expertise in the alternative investment space. The role offers a highly flexible hybrid schedule plus over five weeks of PTO. It’s a team that values strong performance, collaboration, and long-term growth. Responsibilities<ul><li>Record and reconcile equity, options, FX, and derivative activity</li><li>Partner directly with PMs and counterparties to ensure timely trade settlement</li><li>Support capital calls, deal closings, and treasury for closed-end vehicles</li><li>Review NAVs, investor allocations, waterfalls, and capital statements</li><li>Prepare performance and risk reports for clients and investors</li><li>Research corporate actions and reconcile with prime brokers</li><li>Assist with valuations, expense policies, and vendor payments</li><li>Support audits, tax deliverables, and internal initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Wealth Analyst

San Ramon, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Financial Accountant & Cash Manager

San Francisco, CA
onsite
Permanent
80000 - 86000 USD / Yearly
We are looking for a detail-oriented Financial Accountant & Cash Manager to join our team in San Francisco, California. This role requires expertise in financial analysis, modeling, and reporting to help drive informed decision-making and optimize financial performance. The ideal candidate will possess advanced analytical skills and a proactive approach to problem-solving. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Oversee cash flow management, including bank reconciliations and the recording and deposit of all revenues.</li><li>Review monthly Capital Asset Support Corporation savings statements and record related interest income.</li><li>Review quarterly Capital Asset Support Corporation investment statements, recording unrealized gains and losses at fair market value and distributions of realized income.</li><li>Regularly forecast operating cash flows and coordinate funding needs from short-term deposits or long-term investments as appropriate.</li><li>Present quarterly reviews of the financial position to the Council.</li><li>Manage purchasing, inventory, and accounts payable processes.</li><li>Oversee customer billing and accounts receivable for all public events.</li><li>Administer and monitor U.S. Bank debit card activity.</li><li>Produce monthly, quarterly, and year-end financial reports.</li><li>Prepare and present financial and operational performance reports.</li><li>Ensure compliance with quarterly sales tax filings, annual 1099 reporting, and year-end parishioner contribution reporting.</li><li>Track restricted contributions and ensure funds are distributed in accordance with donor restrictions.</li></ul>
2026-03-05T00:00:00Z

Management Company Accounting Manager

Menlo Park, CA
onsite
Permanent
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Accounting Manager, Management Company | Reputable Venture Capital Firm| Menlo Park| Hybrid Join a top-tier venture capital firm known for backing bold ideas and scaling companies from launch through IPO. This is a visible leadership role within a dynamic, multi-fund platform, working closely with senior stakeholders. Compensation includes a strong base, generous bonus, phantom carry participation, 100% paid medical, dental, and vision for your family, 401(k) match, HRA, and unlimited PTO. Responsibilities<ul><li>Lead GL oversight and manage month-end, quarter-end, and year-end close for the management company</li><li>Review journal entries, reconciliations, and financial reporting packages</li><li>Oversee expense allocations across entities and funds</li><li>Maintain and strengthen accounting policies and internal controls</li><li>Manage outsourced accounting and AP providers</li><li>Support budgeting, forecasting, and variance analysis</li><li>Partner with leadership on reporting improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Accounts Payable Accountant

San Francisco, CA
onsite
Permanent
80000 - 85000 USD / Yearly
Natalie Lue, Robert Half is seeking a detail‑oriented Accounts Payable Accountant to support AP operations for a mission‑driven non‑profit. This role handles invoice processing, coding, reconciliations, vendor communication, and month‑end support while ensuring accuracy and policy compliance. Ideal for someone organized, proactive, and comfortable working cross‑functionally in a hybrid environment. Responsibilities:• Process and code invoices accurately and on time• Maintain AP records and ensure policy compliance• Support procurement and vendor communication• Assist with month‑end close and reconciliations• Perform regular check runs and resolve discrepancies• Use AP/accounting systems (e.g., Intacct, Stampli or similar) Apply for confidential consideration now.
2026-03-12T00:00:00Z

Senior Fund Accountant

Burlingame, CA
onsite
Permanent
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accountant| Investment Management Firm| Burlingame| Hybrid Join a high-impact investment management firm. With over $5B in AUM, this mission-driven team partners with sophisticated investors to create lasting community impact. This role offers the chance to work on a small, collaborative team where your work is visible and valued. You’ll gain direct exposure to senior leadership, hands-on fund accounting experience, and meaningful projects. The firm offers a flexible hybrid schedule (2–3 days in office) and strong long-term growth potential. Responsibilities<ul><li>Prepare fund financial reporting, including capital calls, distributions, fees, and waterfall calculations</li><li>Support quarterly closes, NAV calculations, and annual financial statements</li><li>Review and coordinate with fund administrators and third-party providers</li><li>Assist with audits, tax filings, and LP reporting requests</li><li>Produce fund and investment performance reporting</li><li>Manage cash activity, AP/AR, reconciliations, and funding coordination</li><li>Identify and implement process and system improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Trust and Estates Attorney

Oakland, CA
onsite
Temporary
70 - 88 USD / Hourly
Our client is seeking a Trusts & Estates Attorney for an ongoing contract role supporting a busy estates practice. This position is ideal for someone who enjoys complex drafting, estate planning strategy, and working closely with partners and senior attorneys on a long-term basis. Responsibilities:<ul><li>Draft and revise estate planning documents including wills, trusts, powers of attorney, and related documents</li><li>Conduct legal research on estate planning issues, probate matters, and trust administration topics</li><li>Support attorneys with preparation of trust accountings, schedules, and related documentation</li><li>Assist with reviewing and organizing financial, tax, or estate-related information</li><li>Prepare summaries, analyses, and supporting documentation for attorney review</li><li>Coordinate with internal teams and external stakeholders as needed</li></ul>
2026-03-07T00:00:00Z

Cost Accounting Manager

Walnut Creek, CA
onsite
Permanent
115000 - 135000 USD / Yearly
We are looking for a Cost Accounting Manager to oversee and refine the costing processes for our co-manufactured products. In this role, you will play a key part in ensuring accurate cost analysis, driving operational efficiency, and supporting strategic decision-making. This position offers an exciting opportunity to contribute to the financial success of a dynamic, fast-paced organization. Responsibilities: • Develop and manage standard costing methodologies for all co-manufactured products. • Conduct detailed variance analysis and provide insights into product-level margins. • Review and audit co-manufacturer invoices to ensure compliance with contractual agreements and cost accuracy. • Provide costing inputs for budgeting, forecasting, and financial scenario modeling. • Collaborate with Procurement, Operations, FP&A, and Sales Operations teams to optimize cost strategies. • Lead the month-end costing close process, including inventory reconciliations and reporting. • Ensure the integrity of costing data and identify opportunities for process improvements. • Analyze cost structures and provide recommendations to enhance operational and financial outcomes. • Support strategic pricing and margin optimization efforts through detailed cost analysis. • Partner with external co-manufacturers to streamline costing processes and maintain accuracy.
2026-02-20T00:00:00Z

Accountant

Santa Cruz, CA
onsite
Temporary
36.1 - 41.8 USD / Hourly
Our client is looking for a dedicated Accountant to join their team in Santa Cruz, California. In this long-term contract position, you will play a crucial role in managing municipal financial operations while ensuring compliance with regulatory standards. This opportunity is ideal for professionals who thrive in a structured environment and are passionate about delivering accurate and reliable financial services. Responsibilities:• Prepare and analyze financial reports, statements, and records to ensure accuracy and compliance.• Maintain and reconcile general ledger accounts with subsidiary accounts for seamless accounting operations.• Assist in conducting annual audits and collaborate with external auditors to address inquiries.• Process transactions related to accounts payable and receivable, ensuring timely and accurate entries.• Monitor and enforce compliance with local, state, and federal financial regulations.• Create journal entries and adjusting entries to maintain accurate financial records.• Support budget preparation by analyzing expenditures and identifying variances.• Review and process payroll transactions as needed, ensuring alignment with policies.• Provide data and insights for internal and external reporting requirements.• Research and resolve discrepancies in accounting records to maintain accurate financial data.
2026-03-12T00:00:00Z

Accountant

Walnut Creek, CA
onsite
Permanent
75000 - 85000 USD / Yearly
We are looking for a detail-oriented Accountant to join our team in Walnut Creek, California. In this role, you will support essential financial operations and ensure accurate processing of transactions. This is an excellent opportunity for someone eager to build their accounting career in a dynamic environment. Responsibilities:<ul><li>Support the general ledger close.</li><li>Prepare, review, and post journal entries, including cash receipts, expenses, depreciation, and fixed assets.</li><li>Reconcile general ledger accounts, including cash disbursement accounts.</li><li>Maintain records for inventory, prepaids, licenses and permits, and property taxes.</li><li>Assist with quarterly and annual forecasting.</li><li>Prepare monthly sales tax payments and quarterly sales tax filings.</li><li>Compile monthly reports, including AR and AP summaries, inventory status, and cash flow variance analysis.</li><li>Support the Controller with special projects and other assigned tasks.</li></ul>
2026-02-27T00:00:00Z

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