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28 results for Treasurer in Santa Clara, CA

Bookkeeper

San Carlos, CA
onsite
Permanent / Full Time
85000 - 100000 USD / Yearly
BOOKKEEPER/OFFICE MANAGER85K-100K + benefits 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. Responsibilities:•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control•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•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•Performs AR/AP tasks while tracking costs and monitoring budget•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•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.
2026-07-10T00:00:00Z

Bookkeeper

Redwood City, CA
onsite
Temporary / Contract
43 - 48 USD / Hourly
We are seeking a detail-oriented Bookkeeper for a construction company to support day-to-day accounting operations. This role will be responsible for assisting with accounts payable, accounts receivable, financial statement preparation, payroll, and tax support while helping maintain accurate financial records and ensuring timely processing of transactions. How you can support the business: <ul><li>Process and maintain accounts payable, including coding invoices, verifying approvals, and preparing vendor payments.</li><li>Support accounts receivable activities, including customer invoicing, payment posting, collections follow-up, and account reconciliations.</li><li>Assist with preparation of monthly, quarterly, and year-end financial statements and related reports.</li><li>Maintain the general ledger and ensure transactions are recorded accurately and timely.</li><li>Process payroll and help ensure employee hours, deductions, and payments are handled correctly.</li><li>Assist with payroll tax filings, sales tax, and other tax-related reporting requirements.</li><li>Reconcile bank accounts, credit cards, and other balance sheet accounts.</li><li>Track job costs, subcontractor payments, and other construction-related financial activity.</li><li>Help maintain compliance with accounting policies, internal controls, and company procedures.</li><li>Support month-end and year-end close processes.</li><li>Work closely with project managers, vendors, subcontractors, and internal leadership on financial and payment matters.</li></ul>
2026-07-23T00:00:00Z

Bookkeeper

San Ramon, CA
onsite
Temporary / Contract
28 - 35 USD / Hourly
Our client is looking for a motivated Bookkeeper to join their team in a contract-to-permanent capacity. This position will focus on maintaining financial records, reconciling accounts, assisting with reporting, and supporting overall accounting operations. This role is well suited for someone who enjoys working with numbers and takes pride in accuracy.What you’ll do:<ul><li>Manage day-to-day bookkeeping activities</li><li>Post transactions and reconcile accounts</li><li>Support accounts payable and accounts receivable processes</li><li>Assist with payroll support and expense reporting</li><li>Help prepare financial statements and internal reports</li><li>Maintain organized and accurate accounting files</li></ul>
2026-07-17T00:00:00Z

Bookkeeper

Pleasanton, CA
onsite
Temporary to Hire
30 - 33 USD / Hourly
We are looking for a part-time Bookkeeper to support accounting and office operations for a property organization. This contract opportunity with potential for a permanent position is ideal for someone who enjoys managing day-to-day financial activity across multiple low-volume entities while staying organized in a fast-paced environment. The role combines hands-on bookkeeping, tenant coordination, and administrative support, with a strong focus on accuracy, follow-through, and clear communication. Responsibilities:• Manage accounts payable and accounts receivable activities for several related entities, ensuring timely processing and accurate recordkeeping.• Communicate with tenants regarding property-related matters and coordinate repair requests with appropriate follow-up to resolution.• Perform bank account reviews and reconciliations on an ongoing basis to monitor activity and identify discrepancies promptly.• Prepare Excel-based schedules, calculations, and supporting worksheets for cash flow reporting and other financial analysis needs.• Assist with month-end accounting by posting journal entries and reconciling general ledger balances.• Review financial records for completeness and accuracy, including account proofing and reconciliation support.• Conduct online research as needed to support operational, property, or accounting-related tasks.• Provide general office coordination and administrative oversight to help maintain smooth daily operations.
2026-07-01T00:00:00Z

Bookkeeper

Concord, CA
onsite
Temporary / Contract
28 - 35 USD / Hourly
We are hiring a Bookkeeper for an ongoing contract-to-hire position with a growing organization. In this role, you will handle daily bookkeeping functions, support financial recordkeeping, and help ensure accuracy across accounting processes. The right candidate will be dependable, detail-focused, and able to thrive in a collaborative setting.Key Duties:<ul><li>Record financial transactions and maintain accurate books</li><li>Reconcile bank accounts and credit card statements</li><li>Support invoicing, collections, and vendor payments</li><li>Assist with payroll data and expense tracking</li><li>Prepare reports for management and support month-end processes</li><li>Maintain organized accounting documentation and records</li></ul>
2026-07-17T00:00:00Z

Bookkeeper

Walnut Creek, CA
onsite
Temporary / Contract
28 - 38 USD / Hourly
Our client is seeking a detail-oriented Bookkeeper for a contract-to-permanent opportunity. This role will support day-to-day accounting operations, including accounts payable, accounts receivable, bank reconciliations, and general ledger updates. The ideal candidate is organized, accurate, and comfortable managing multiple financial tasks in a fast-paced environment.Responsibilities:<ul><li>Process accounts payable and accounts receivable transactions</li><li>Perform bank and credit card reconciliations</li><li>Maintain the general ledger and financial records</li><li>Assist with month-end close and reporting</li><li>Prepare journal entries and support account analysis</li><li>Communicate with vendors, clients, and internal staff regarding accounting matters</li></ul>
2026-07-17T00:00:00Z

Bookkeeper

Berkeley, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
The Bookkeeper is responsible for: <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> This position is ideal for a candidate that has worked in public accounting or has exposure to multiple entities and transactions; with a Degree in Accounting or Related studies, QuickBooks proficiency and Bilingual in both English and Spanish, This is a great work environment and offers excellent employee benefits.
2026-07-13T00:00:00Z

Bookkeeper

Concord, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
Employment Type: Contract to hire Pay Rate: $30 - $35 About the Role:Are you detail-oriented, organized, and skilled in managing financial records? Robert Half is actively seeking experienced Bookkeepers to support the operations of various businesses. Working with our clients, you’ll play a key role in maintaining accurate and up-to-date financial systems while contributing to their success. Key Responsibilities:<ul><li>Record day-to-day financial transactions, ensuring accurate and timely entry.</li><li>Process accounts payable and accounts receivable, including invoices, payments, and reconciliations.</li><li>Balance and maintain general ledgers; reconcile bank and credit card statements regularly.</li><li>Generate and prepare financial statements, including profit-and-loss reports and balance sheets.</li><li>Resolve discrepancies in financial records and inquiries from vendors or clients.</li><li>Assist with month-end and year-end financial processes.</li></ul>
2026-07-24T00:00:00Z

Bookkeeper

San Mateo, CA
onsite
Temporary / Contract
38 - 43 USD / Hourly
Our client, a CPA and bookkeeping firm in San Mateo, is seeking a Seasonal Contract Bookkeeper to join their team onsite. This is an excellent opportunity for a bookkeeping professional who has experience with Yardi or is eager to learn the platform, while also gaining exposure to tax-related work in a collaborative public accounting environment. The ideal candidate will have strong bookkeeping fundamentals, excellent attention to detail, and an interest in expanding their skills in tax support and client accounting services. Key Responsibilities:<ul><li>Handle day-to-day bookkeeping functions for client accounts</li><li>Maintain accurate financial records and reconcile bank and credit card accounts</li><li>Process accounts payable and accounts receivable transactions</li><li>Prepare journal entries and assist with month-end close activities</li><li>Support tax preparation processes and related documentation</li><li>Work within Yardi for bookkeeping and accounting tasks, or learn the system quickly</li><li>Assist with general accounting and administrative projects during peak seasonal demand</li></ul>
2026-07-20T00:00:00Z

Bookkeeper

Hayward, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
BookkeeperEmployment Type: Contract to Hire About the Role:Are you detail-oriented, organized, and skilled in managing financial records? Robert Half is actively seeking experienced Bookkeepers to support the operations of various businesses. Working with our clients, you’ll play a key role in maintaining accurate and up-to-date financial systems while contributing to their success. Key Responsibilities:<ul><li>Record day-to-day financial transactions, ensuring accurate and timely entry.</li><li>Process accounts payable and accounts receivable, including invoices, payments, and reconciliations.</li><li>Balance and maintain general ledgers; reconcile bank and credit card statements regularly.</li><li>Generate and prepare financial statements, including profit-and-loss reports and balance sheets.</li><li>Resolve discrepancies in financial records and inquiries from vendors or clients.</li><li>Assist with month-end and year-end financial processes.</li></ul>
2026-07-24T00:00:00Z

Accountant

Alameda, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
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.Responsibilities:<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>
2026-07-14T00:00:00Z

Accountant

Concord, CA
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
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. Responsibilities:<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>
2026-07-28T00:00:00Z

Accountant

San Francisco, CA
onsite
Temporary / Contract
20 - 30 USD / Hourly
We are looking for an Entry-Level Accountant to support the accounting operations of a growing organization in San Francisco, California. This opportunity is ideal for a recent graduate or early-career accounting professional who is eager to learn and build a strong foundation in accounting. Responsibilities:<ul><li>Assist with accounts payable and accounts receivable processing.</li><li>Prepare journal entries and support general ledger maintenance.</li><li>Perform bank and account reconciliations while researching discrepancies.</li><li>Assist with month-end close activities and financial reporting.</li><li>Maintain accurate financial records and supporting documentation.</li><li>Support fixed asset, prepaid expense, and accrual schedules as needed.</li><li>Assist with audits by gathering requested documentation.</li><li>Ensure compliance with company policies and accounting standards.</li><li>Provide administrative and ad hoc support to the accounting team as needed</li></ul>
2026-07-14T00:00:00Z

Director of Finance

Salinas, CA
onsite
Permanent / Full Time
140000 - 155000 USD / Yearly
We are looking for an experienced Director of Finance to provide both strategic financial leadership and hands-on oversight for a mission-focused nonprofit in Salinas, California. This position will guide budgeting, reporting, compliance, and funding management while helping the organization strengthen long-term financial health. The role offers close partnership with executive leadership and board stakeholders, making it well suited for a finance leader who can connect day-to-day operations with broader organizational goals. Responsibilities:• Direct the organization’s financial planning activities, including annual budgeting, rolling forecasts, cash flow projections, and analysis of financial performance against targets.• Oversee core accounting functions such as the monthly close process, general ledger accuracy, audit preparation, and timely production of financial statements.• Administer financial oversight for grants, government agreements, and other public or private revenue sources, ensuring accurate tracking, reporting, and compliance.• Work closely with senior leaders and board-level partners to inform strategic decisions, evaluate financial scenarios, and support sustainable growth.• Build and refine management reports, dashboards, and analytical tools that provide clear insight into operational and financial results.• Maintain strong internal controls and ensure finance practices align with nonprofit accounting standards and fund-based reporting principles.• Lead, coach, and develop members of the finance team to strengthen performance, accountability, and career growth.• Contribute directly to day-to-day finance and accounting work in a hands-on leadership capacity, stepping into operational details when needed. Posted by Director of Staffing Scott G. Moore (Apply here and connect on LinkedIn also!)
2026-07-16T00:00:00Z

Fund Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Accountant | Private Equity & Hedge Fund | San Francisco | Hybrid | Strong Comp + Top Perks Join a leading global private investment firm managing Billions across public and private markets, real estate, and direct investments. With a strong international footprint, this is a high-impact role offering broad exposure across strategies and close collaboration with a top-tier team. You’ll step into a fast-paced, collaborative environment that values ownership, continuous improvement, and professional growth. The firm offers excellent benefits, including fully covered healthcare, 401(k) profit sharing, generous PTO, and wellness perks like meals and gym access. Responsibilities<ul><li>Prepare fund and entity financials (audited and unaudited)</li><li>Handle allocations, capital calls, distributions, and performance tracking</li><li>Review portfolio activity, expenses, and reconciliations</li><li>Support investor reporting and work cross-functionally with IR, admins, and auditors</li><li>Assist with valuations alongside investment teams and third parties</li><li>Drive process improvements and system enhancements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Tax Manager

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' 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> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-07-01T00:00:00Z

CFO

Salinas, CA
onsite
Permanent / Full Time
240000 - 295000 USD / Yearly
We are looking for an accomplished Chief Financial Officer to provide both executive-level direction and active day-to-day leadership for the finance function in Salinas, California. This position calls for a hands-on leader who can shape long-range financial strategy, strengthen operational performance, and support sound decision-making across a complex, mission-focused organization. The ideal candidate brings experience in healthcare, nonprofit, or similarly purpose-driven settings and is comfortable leading sizable budgets, developing teams, and maintaining financial stability during a period of immediate organizational need. Responsibilities:• Direct the full scope of financial operations, ensuring accurate reporting, effective controls, and dependable support for organizational leadership.• Partner with executive stakeholders to develop financial plans, guide budgeting priorities, and align fiscal strategy with organizational goals.• Evaluate financial performance through analysis, forecasting, and scenario planning to identify risks, opportunities, and operational improvements.• Lead, mentor, and develop a finance team of approximately 10 direct reports, with close oversight of the Controller function.• Maintain strong day-to-day finance management while contributing to high-level executive decisions and long-term business planning.• Support the organization through urgent leadership needs by providing stability, accountability, and continuity across financial activities.• Oversee complex budgeting environments, including funding structures common to healthcare, nonprofit, or other mission-driven organizations.• Contribute to finance systems improvement efforts, including potential platform implementation or transition initiatives, and help optimize related processes. Posted by Recruiting Director Scott Moore
2026-07-15T00:00:00Z

Finance Coordinator

Fremont, CA
onsite
Temporary / Contract
32 - 35 USD / Hourly
We are looking for a Finance Coordinator to support daily financial operations and cross-functional administrative activities for a hybrid team based in Fremont, California. This Long-term Contract opportunity is well suited for someone who is organized, communicative, and comfortable handling purchasing, invoice-related tasks, and vendor coordination in a fast-paced environment. You will work closely with finance leadership and internal partners to keep processes moving efficiently while contributing to ongoing operational improvements. Responsibilities: • Create and manage purchase orders, ensuring requests are entered accurately and tracked through completion. • Communicate with vendors to address billing questions, confirm details, and support timely resolution of outstanding items. • Review and process invoices in accordance with internal procedures and established financial controls. • Coordinate with the facilities management team and other internal stakeholders to support day-to-day operational needs. • Maintain records, spreadsheets, and supporting documentation to improve visibility into financial activities and open items. • Assist with process improvement efforts, including support for project-related implementations and user training sessions when needed. • Provide administrative and financial support to the broader finance team through research, follow-up, and ad hoc reporting tasks.
2026-07-15T00:00:00Z

Finance Coordinator

Livermore, CA
onsite
Temporary / Contract
33 - 34 USD / Hourly
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. Responsibilities:• Create and maintain purchase orders while ensuring information is complete, accurate, and aligned with internal guidelines.• Communicate with vendors to address questions, follow up on outstanding items, and help resolve billing-related issues in a timely manner.• Review, track, and process vendor invoices to support smooth financial operations and proper documentation.• Partner with facilities and internal support teams to coordinate requests, scheduling needs, and operational follow-through.• Assist with finance-related projects designed to improve workflows, support implementation activities, and strengthen team processes.• Help organize and support training sessions tied to updated procedures, tools, or process enhancements.• Prepare spreadsheets, records, and status updates using Microsoft Excel and other business systems to keep information current and accessible.• Provide general coordination support to the finance team by managing priorities, responding to ad hoc requests, and maintaining clear communication across stakeholders
2026-07-28T00:00:00Z

Grant Accountant

Emeryville, CA
onsite
Temporary / Contract
40 - 42 USD / Hourly
We are looking for a Grant Accountant to support financial oversight for grant-funded programs in Emeryville, California. This Long-term Contract position will focus on maintaining accurate grant records, monitoring fund activity, and helping ensure compliance with government funding requirements. The ideal candidate brings strong accounting experience, a solid understanding of fund administration, and the ability to work confidently with financial systems and reporting tools. Responsibilities: • Oversee day-to-day accounting activity for grant-funded programs, ensuring transactions are recorded accurately and in alignment with funding guidelines. • Prepare and maintain financial reports related to grants, fund balances, and net asset activity for internal and external review. • Reconcile grant accounts and investigate variances to support accurate month-end and period-end close processes. • Track spending against awarded funding and help confirm that expenses are properly allocated and supported by required documentation. • Coordinate with program teams and finance stakeholders to monitor budgets, reporting deadlines, and compliance obligations tied to government grants. • Support fund administration tasks by maintaining organized records, updating financial data, and assisting with audit readiness. • Use accounting platforms such as Abila MIP and NetSuite to manage financial information, reporting, and account analysis. • Assist with financial process updates or system-related changes impacting grant accounting workflows when needed.
2026-07-15T00:00:00Z

Tax Manager | Wealth Management

Concord, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' 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> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-07-11T00:00:00Z

Wealth Advisor

San Francisco, CA
onsite
Permanent / Full Time
170000 - 220000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

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. Responsibilities: • Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness. • Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues. • Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors. • Communicate with clients to request missing information, clarify financial details, and explain documentation requirements during the filing process. • Verify completed returns for compliance with applicable tax rules before submission and resolve discrepancies when they arise. • Maintain confidentiality of sensitive financial and personal information in accordance with regulatory and workplace standards. • Track filing deadlines and workload priorities to ensure returns are completed within expected timeframes. • Support follow-up activities related to submitted returns, including responding to questions and updating records as needed.
2026-07-17T00:00:00Z

Tax Preparer

San Francisco, CA
onsite
Temporary / Contract
40 - 60 USD / Hourly
The Tax Preparer is responsible for preparing accurate and timely federal, state, and local tax returns for individuals and business entities while ensuring compliance with current tax laws and regulations. This role partners closely with Tax Managers, CPAs, and clients to gather financial information, prepare tax workpapers, and meet critical filing deadlines during the busy tax season. The ideal candidate is experienced with complex individual tax returns, proficient in ProSystem fx Tax, and able to manage a high-volume workload with minimal supervision.Responsibilities<ul><li>Prepare complex individual (Form 1040) tax returns, including returns with K-1 income, Schedule C businesses, Schedule E rental properties, investment activity, and other supporting schedules.</li><li>Prepare tax returns for partnerships, S corporations, corporations, trusts, and nonprofit organizations as needed.</li><li>Review client financial documents to ensure tax returns are complete, accurate, and compliant with federal and state tax regulations.</li><li>Utilize ProSystem fx Tax to efficiently prepare, review, and process tax returns while maintaining high production and quality standards.</li><li>Research tax issues and assist in resolving client questions related to tax filings, deductions, credits, and compliance requirements.</li><li>Communicate with clients regarding missing documentation, filing requirements, and tax return status to ensure deadlines are met.</li><li>Support Tax Managers and Partners during peak filing seasons while maintaining accurate workpapers and documentation for review.</li></ul>
2026-07-20T00:00:00Z

Tax Preparer

San Mateo, CA
onsite
Temporary / Contract
42 - 48 USD / Hourly
Tax Preparer (Seasonal / Part-Time or Full-Time) We are seeking a Tax Preparer to support peak filing deadlines in October and April, with a focus on individual 1040 returns and less complex business tax returns. The ideal candidate will have hands-on experience preparing and reviewing tax returns, gathering client documentation, identifying missing information, and helping ensure timely and accurate filings during high-volume periods. Key Responsibilities<ul><li>Prepare and review 1040 individual income tax returns.</li><li>Prepare less complex business returns, including basic entity filings as assigned.</li><li>Organize and analyze client financial and tax documentation.</li><li>Communicate with clients regarding missing information, follow-up items, and filing requirements.</li><li>Ensure returns are completed accurately and in compliance with current tax regulations.</li><li>Support tax season workflow and meet critical filing deadlines in April and October.</li></ul>
2026-07-23T00:00:00Z