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91 results for Data Entry in Sunnyvale, CA

Administrative Coordinator - Client Services

San Mateo, CA
onsite
Temporary / Contract
24.00 - 26.00 USD / Hourly
We are looking for a bilingual Administrative Coordinator - Client Services to provide responsive front-office and operational support for client-facing programs in California. This is a Contract position for someone who brings strong organization, sound judgment, and a service-focused approach to daily administrative work. The role supports staff, clients, and visitors by keeping schedules, records, supplies, and shared workspaces running smoothly while helping ensure a welcoming and well-organized environment. Responsibilities: • Coordinate calendars, schedule appointments, and help manage day-to-day administrative priorities for the client services team. • Welcome clients and visitors, assess immediate needs, and connect them with the appropriate program, staff member, or community resource. • Maintain office operations by tracking supplies, organizing files, updating records, and keeping shared areas orderly and safe. • Enter information accurately into internal databases, prepare requested reports, and digitize paper documents for storage in approved cloud-based or CRM systems. • Provide dependable phone and general office support, including handling inbound inquiries and assisting with routine departmental tasks. • Support intake-related activities as needed by gathering information and helping direct individuals through the next steps in service access. • Contribute to seasonal or special initiatives, including assigned tasks related to the Holiday Program. • Assist with onboarding, guidance, or day-to-day oversight of program volunteers when requested, while maintaining appropriate boundaries with all constituents.
2026-07-03T13:43:41Z

Legal Receptionist

San Jose, CA
onsite
Temporary to Hire
23.00 - 27.00 USD / Hourly
Our client is seeking a Legal Receptionist (Bilingual Spanish) to join their team in San Jose in a full-time, fully on-site role. This Legal Receptionist will serve as the face of the office, supporting client interactions, front desk operations, and translation needs in a fast-paced legal environment. This is a great opportunity for someone eager to start their legal career while making a direct impact supporting a diverse client base. Responsibilities<ul><li>Greet and assist clients in person, via phone, and email in both English and Spanish</li><li>Translate conversations, documents, and client communications as needed</li><li>Manage incoming calls, screen inquiries, and route messages appropriately</li><li>Schedule appointments and maintain attorney calendars</li><li>Handle intake forms and assist with new client onboarding</li><li>Maintain front desk organization and office supplies</li><li>Perform light administrative tasks including data entry, filing, and scanning</li></ul>
2026-06-20T00:13:45Z

Administrative Assistant

Menlo Park, CA
onsite
Temporary / Contract
22.00 - 35.00 USD / Hourly
We are seeking a detail-oriented and organized Administrative Assistant to support daily office operations. The successful candidate will provide administrative support, manage office communications, and assist with a variety of clerical and organizational tasks.Key Responsibilities<ul><li>Answer and direct phone calls, emails, and other communications.</li><li>Schedule meetings, maintain calendars, and coordinate appointments.</li><li>Prepare, file, and maintain documents and records.</li><li>Assist with data entry, reporting, and basic administrative tasks.</li><li>Order and manage office supplies.</li><li>Provide general support to staff and assist with special projects as needed.</li></ul>
2026-07-02T17:30:09Z

Legal Administrative Assistant

Menlo Park, CA
onsite
Permanent / Full Time
65000.00 - 75000.00 USD / Yearly
Highly regarded firm is looking for a dependable Legal Administrative Assistant to support daily office operations in Menlo Park. This position will be fully on-site and serves as a key point of contact for clients and visitors while providing administrative support to attorneys and legal staff. The ideal candidate brings strong organizational skills, sound judgment with confidential information, and the ability to keep an efficient office running smoothly in a fast-paced environment. Responsibilities:• Welcome clients, guests, and vendors in a courteous and respectful manner, creating a positive first impression for the office• Manage incoming phone calls and direct inquiries to the appropriate team members while maintaining clear and respectful communication• Coordinate calendars by arranging client meetings, consultations, and shared conference room use• Keep reception, meeting areas, and shared office spaces organized, presentable, and ready for daily use• Process incoming correspondence and oversee outgoing mail, courier requests, and general document distribution• Provide administrative assistance to attorneys and paralegals through document formatting, copying, scanning, and file organization• Maintain accurate records and perform data entry tasks to support office and case-related documentation• Safeguard sensitive client and firm information by handling all materials with a high level of discretion• Monitor office supply levels and place orders as needed to ensure uninterrupted day-to-day operations
2026-06-26T16:04:43Z

Administrative Assistant

Union City, CA
remote
Temporary / Contract
25.00 - 27.00 USD / Hourly
Position OverviewWe are seeking a highly organized and detail-oriented Administrative Assistant to support daily office operations and provide administrative support to teams and leadership. The ideal candidate is proactive, professional, and able to manage multiple tasks efficiently while maintaining a high level of accuracy and confidentiality.Key Responsibilities<ul><li>Provide day-to-day administrative support to managers and team members</li><li>Answer and direct phone calls, emails, and other correspondence</li><li>Schedule meetings, appointments, and maintain calendars</li><li>Prepare reports, presentations, and other business documents</li><li>Organize and maintain physical and digital filing systems</li><li>Order office supplies and help manage office inventory</li><li>Coordinate travel arrangements and expense reports as needed</li><li>Greet visitors and assist with front desk coverage when required</li><li>Support internal communications and team events</li><li>Perform data entry and other clerical duties as assigned</li></ul>
2026-06-19T22:08:44Z

Client Service Associate | UHNW

San Francisco, CA
remote
Permanent / Full Time
90000.00 - 110000.00 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Client Service Associate | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access A wealth management firm is seeking a highly relationship-driven Client Service Associate to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving. What You’ll Do:<ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-06-19T22:18:42Z

Receptionist

Oakland, CA
remote
Temporary / Contract
22.00 - 25.00 USD / Hourly
Job Title: ReceptionistJob Summary:The Receptionist serves as the first point of contact for visitors, clients, and callers, helping ensure smooth front desk and office operations. This role is responsible for greeting guests, managing incoming calls, handling basic administrative tasks, and providing professional customer service. Based on general knowledge.Key Responsibilities:<ul><li>Greet and welcome visitors, clients, and staff in a professional manner. Based on general knowledge.</li><li>Answer, screen, and direct incoming phone calls. Based on general knowledge.</li><li>Manage incoming and outgoing mail, packages, and deliveries. Based on general knowledge.</li><li>Maintain the reception area to ensure it is clean, organized, and presentable. Based on general knowledge.</li><li>Schedule appointments, meetings, and conference rooms as needed. Based on general knowledge.</li><li>Provide general administrative support such as filing, data entry, copying, and scanning. Based on general knowledge.</li><li>Assist with office supply inventory and ordering. Based on general knowledge.</li><li>Respond to general inquiries and direct requests to the appropriate department or staff member. Based on general knowledge.</li><li>Maintain confidentiality and professionalism in all interactions. Based on general knowledge.</li></ul>
2026-07-02T17:30:09Z

Admin Assistant

Oakland, CA
remote
Temporary / Contract
22.00 - 25.00 USD / Hourly
Job Summary:The Administrative Assistant provides day-to-day administrative support to ensure efficient office operations. This role supports individuals, teams, or departments by handling clerical tasks, coordinating communications, maintaining records, and assisting with scheduling and office organization. Based on general knowledge.Key Responsibilities:<ul><li>Answer and direct phone calls, emails, and other correspondence. Based on general knowledge.</li><li>Schedule meetings, appointments, and manage calendars. Based on general knowledge.</li><li>Prepare reports, presentations, and other business documents. Based on general knowledge.</li><li>Maintain filing systems, records, and office databases. Based on general knowledge.</li><li>Order office supplies and support general office management tasks. Based on general knowledge.</li><li>Greet visitors and provide general administrative support to staff and management. Based on general knowledge.</li><li>Assist with data entry, expense reports, and invoice processing. Based on general knowledge.</li><li>Coordinate travel arrangements and meeting logistics as needed. Based on general knowledge.</li><li>Support special projects and perform other administrative duties as assigned. Based on general knowledge.</li></ul>
2026-07-02T17:30:09Z

Accounts Receivable Clerk

San Francisco, CA
remote
Temporary / Contract
28.00 - 32.00 USD / Hourly
About the RoleOur client in San Francisco is seeking an Accounts Receivable Clerk to support day-to-day AR operations on a contract, onsite basis. This role will focus on cash applications, invoice tracking, and maintaining accurate customer account records. Key Responsibilities<ul><li>Process and apply incoming payments (checks, ACH, wires) to customer accounts</li><li>Generate and distribute invoices to clients in a timely manner</li><li>Monitor AR aging and follow up on outstanding balances</li><li>Reconcile customer accounts and resolve payment discrepancies</li><li>Maintain accurate and up-to-date customer records</li><li>Support month-end close with AR reporting and reconciliations</li><li>Respond to customer inquiries regarding billing and payments</li><li>Ensure compliance with company policies and internal controls</li></ul>
2026-06-23T16:38:45Z

Bilingual Mandarin Administrative Assistant

Oakland, CA
remote
Temporary / Contract
25.00 - 30.00 USD / Hourly
Position: Bilingual Mandarin Administrative AssistantLocation: East Bay, CACompensation: $25–$35/hour (DOE)Job Type: contract About the RoleWe are seeking a Bilingual Mandarin Administrative Assistant to support daily office operations for a busy and collaborative Oakland-based organization. This role serves as a key point of contact for clients, visitors, vendors, and internal staff while providing administrative, front desk, and office support. The ideal candidate is organized, customer-focused, and comfortable managing multiple priorities in a fast-paced environment. Fluency in both Mandarin and English is required to support communication and provide exceptional service to a diverse client base. Responsibilities<ul><li>Serve as the first point of contact for visitors, clients, and callers by providing professional front desk support, answering inquiries, and directing requests appropriately.</li><li>Provide bilingual support in Mandarin and English, including verbal communication, translation assistance, and correspondence as needed.</li><li>Coordinate calendars, meetings, conference rooms, travel arrangements, and scheduling logistics for team members and leadership.</li><li>Support office operations by managing mail, deliveries, vendors, office supplies, facilities requests, and maintaining a professional and welcoming office environment.</li><li>Perform general administrative duties including data entry, file management, document preparation, recordkeeping, and special projects while maintaining confidentiality of sensitive information.</li></ul>
2026-07-02T17:38:45Z

Bookkeeper

Oakland, CA
remote
Temporary / Contract
35.00 - 40.00 USD / Hourly
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.
2026-06-19T23:43:44Z

Accounting Clerk (Part Time 32 hours)

Salinas, CA
onsite
Permanent / Full Time
40000.00 - 44000.00 USD / Yearly
Job Title: Accounting Clerk (Part-Time, 32 hours/week) – Hospitality Organization About the Role: Join our team-focused local hospitality organization as a versatile Accounting Clerk. We pride ourselves on fostering a supportive, collaborative, and positive work environment. This is a fantastic part-time opportunity (32 hours per week) for an organized, detail-oriented detail oriented who values teamwork and is ready to make a meaningful contribution. Key Responsibilities: Accounts Receivable Prepare and send timely invoices and customer statements Assist in processing customer payments (check, ACH, wire, credit card) Reconcile customer accounts, researching and resolving discrepancies Monitor aging reports and follow up on outstanding balances Log AR transactions, manage check, and credit card deposit setup Accounts Payable Review, code, and enter vendor invoices with accuracy Match purchase orders, receipts, and invoices Organize checks and invoices for signature approval Reconcile vendor statements and resolve invoice/billing issues Maintain organized AP files and documentation General Accounting Support Support month-end and year-end closings as needed Assist with bank and credit card reconciliations Perform data entry and help maintain accurate financial records Collaborate and communicate effectively with team members and external vendors Posted by: Director of Recruiting, Scott Moore (Also connect on LinkedIn)
2026-06-11T23:38:41Z

Purchasing Assistant

Benicia, CA
onsite
Temporary / Contract
24.50 - 26.50 USD / Hourly
Our client is seeking a dependable and detail-oriented Purchasing Administrative Assistant to provide coverage during a long leave. This temporary role will support the purchasing team with vendor communication, purchase order processing, order tracking, and other administrative purchasing tasks. The ideal candidate is organized, comfortable communicating by email, and able to adapt to both slower periods and high-volume activity in a fast-paced office environment. For consideration, please contact Tawnia Kirshen at 925-274-5416 or email me to my email addres listed on LinkedIn. Thank you! Key Responsibilities:<ul><li>Support the purchasing team with vendor communication</li><li>Create, process, and maintain purchase orders</li><li>Follow up on vendor quotes and pricing requests</li><li>Track orders and provide updates on shipment or delivery status</li><li>Maintain accurate purchasing records and documentation</li><li>Assist with general administrative tasks related to purchasing operations</li><li>Communicate professionally with vendors and internal team members, primarily via email</li></ul>
2026-06-18T15:58:46Z

Paralegal

San Francisco, CA
onsite
Permanent / Full Time
70000.00 - 105000.00 USD / Yearly
We are seeking a diligent Paralegal to join our legal team located in San Francisco, California. In this role, you will be responsible for assisting attorneys with various aspects of family law cases, conducting legal research, and ensuring the efficient management of client files. This role will also require you to prepare legal documents, schedule meetings, and perform administrative tasks. Responsibilities:• Assist in the management of family law cases, including divorce, child custody, and spousal support cases• Draft and prepare legal documents, including pleadings, motions, and affidavits• Schedule and manage client meetings and court appearances• Effectively communicate with clients, opposing counsel, and court personnel• Assist attorneys in trial preparation, including the organization of exhibits and witness lists• Attend court hearings and provide assistance to attorneys during proceedings• Perform various administrative tasks such as filing and data entry• Utilize legal case management software for case tracking and management.• Maintain and organize client files and case documents in an efficient manner
2026-06-15T23:19:04Z

Business Immigration Coordinator

San Francisco, CA
onsite
Temporary / Contract
23.00 - 23.00 USD / Hourly
Robert Half is partnering with a national immigration law firm to source an administrative professional for their San Francisco team on a long-term contract basis. This role provides administrative and project support to a high-volume legal team handling business immigration matters. It offers the opportunity to work in a fast-paced, detail-oriented environment alongside professionals dedicated to navigating complex immigration processes. Responsibilities:<ul><li>Perform high-volume data entry and maintain database accuracy for case records and client information.</li><li>Create and maintain electronic and physical client files, ensuring all documentation is properly organized and up to date.</li><li>Draft, edit, print, and distribute correspondence, petitions, applications, and related case materials.</li><li>Monitor and track the status of cases, key deadlines, and expiration dates; run and update reports as needed.</li><li>Open and close records/cases, ensuring records are accurate and complete.</li><li>Schedule internal and client meetings, coordinate calendars, and arrange conference calls.</li><li>Organize, sort, and distribute incoming mail; route to appropriate team members per established procedures.</li><li>Undertake independent projects and assist with special assignments as directed.</li><li>Prepare and process invoices; track client payments and maintain billing records.</li><li>Make travel arrangements and process business expenses as needed.</li><li>Provide general clerical support, including copying, scanning, printing, and faxing.</li><li>Communicate with clients to request outstanding documentation and provide routine status updates.</li><li>Maintain knowledge of procedural and processing requirements for various non-immigrant and immigrant visa petitions/applications.</li></ul>
2026-06-26T23:33:41Z

HR Coordinator

South San Francisco, CA
onsite
Temporary / Contract
30.00 - 35.00 USD / Hourly
Robert Half is working on an exciting contract to hire HR Operations opening with one of our top logistics company based in SSF. The reason for the opening is due to widespread growth within the organization. Very exciting time to be part of this company! This is a full-time role on-site Monday through Friday. We are looking to start a candidate as soon as next week. Please find the job description below and if interested, apply now! We are looking to present profiles ASAP. Do not wait. Apply now! Key Responsibilities<ul><li>Perform high-volume, detail-oriented data entry and maintenance of employee records in ADP, including new hires, terminations, job changes, compensation updates, and personal data changes.</li><li>Process and track employee requests through an HR ticketing system, ensuring timely resolution and accurate documentation.</li><li>Audit HR data regularly to identify discrepancies, ensure data integrity, and support compliance with company policies and labor regulations.</li><li>Produce and distribute employee facing communications.</li><li>Timecard editing to support the payroll cycles.</li><li>Support onboarding and offboarding processes by entering, updating, and validating employee information across systems.</li><li>Partner with Payroll to ensure employee data changes are accurately reflected and processed on time.</li><li>Generate routine and ad hoc HR reports from ADP to support HR Operations, leadership, and audits.</li><li>Maintain HR documentation, standard operating procedures, and knowledge base articles related to HR transactions and systems.</li><li>Respond to employee inquiries regarding HR processes, data updates, and system navigation through the ticketing system.</li><li>Support HR projects and process improvement initiatives, particularly those related to automation, data accuracy, and system efficiencies.</li><li>Ensure confidentiality and security of sensitive employee information at all times.</li></ul>
2026-06-25T17:08:42Z

Inventory Control Coordinator

Palo Alto, CA
onsite
Temporary / Contract
25.00 - 26.50 USD / Hourly
We are looking for an Inventory Control Coordinator to support inventory accuracy and supply management operations in Palo Alto, California. This Long-term Contract position is ideal for someone who combines strong analytical ability with hands-on inventory coordination experience and enjoys improving stockroom efficiency through data-informed decisions. The role focuses on maintaining reliable system records, optimizing par levels, and helping frontline teams follow effective inventory practices in a fast-paced healthcare environment. Responsibilities: • Manage inventory records within Lawson and keep item, location, and stock data current and accurate. • Analyze usage trends and inventory performance data to recommend appropriate par levels, item placement, and stockroom adjustments. • Create and maintain standard work documentation for inventory workflows and supply location processes. • Train frontline employees on handheld devices and approved system functions based on role-specific access needs. • Support the setup of new par locations and verify correct configuration within the inventory system. • Drive process improvements that lower excess stock, reduce supply costs, and strengthen inventory control across locations. • Produce daily, weekly, and monthly reports covering utilization, inventory metrics, cycle counts, and root cause findings. • Monitor inventory discrepancies, investigate issues, and help implement timely corrective actions. • Conduct and audit cycle count activities, complete required paperwork, and maintain organized work areas in compliance with safety and infection prevention standards.
2026-06-15T14:04:01Z

Accounting Clerk

Oakland, CA
remote
Temporary / Contract
30.00 - 35.00 USD / Hourly
Are you detail-oriented, organized, and experienced in handling financial data? We’re seeking a dedicated Accounting Clerk who will be responsible for matching invoices with purchase orders and performing data entry tasks, primarily using QuickBooks software.
2026-06-19T23:33:43Z

Accounting Clerk

Hercules, CA
onsite
Temporary / Contract
23.75 - 29.50 USD / Hourly
We are looking for an Accounting Clerk to support a non-profit organization in CC County. This Contract position focuses on maintaining accurate repayment records, preparing borrower communications, and assisting with financial documentation in a structured office environment. The ideal candidate brings strong Excel skills, careful attention to detail, and the ability to manage sensitive information while supporting compliance and audit readiness. Responsibilities:• Monitor loan repayment activity and record transactions accurately to keep account information current.• Revise and build amortization schedules in Excel when loan terms are updated or modified.• Prepare borrower statements, notices, and related correspondence using mail merge and other document tools.• Maintain organized loan files and supporting documentation so materials are ready for internal review and external audit requests.• Coordinate administrative loan servicing tasks and act as a reliable support resource for consultants and stakeholders.• Assist with accounts payable duties, invoice handling, and related data entry as needed.• Review financial records for completeness and resolve discrepancies by following established procedures.• Protect confidential borrower and financial information while handling documentation with discretion.
2026-06-24T20:23:38Z

Staff Accountant

San Jose, CA
remote
Temporary / Contract
35.00 - 39.00 USD / Hourly
We are seeking a talented Staff Accountant who can start immediately for our client located in San Jose! This position is looking to convert from contract to full time, depending on performance. Summary of Responsibilities:<ul><li>Assist accounting with month end closing cycle, bank reconciliations and journal entries</li><li>Reconciling the company’s bank statements and bookkeeping ledgers</li><li>Provide reporting on projections, budgets, and board presentations</li><li>Preparing and reviewing financial documents, reports, and statements. </li><li>Charges expenses to accounts and cost centers by analyzing invoice/ expense reports; recording entries</li><li>Enter payables and maintain an up-to-date system</li><li>Prepare payroll including pay/commission/reimbursements, and payroll reports are filed accurately and on time </li></ul>
2026-07-02T17:30:09Z

Entry Level Analyst

Pleasanton, CA
remote
Temporary / Contract
24.00 - 28.00 USD / Hourly
Our client is hiring an Entry-Level Analyst for an ongoing temp-to-hire opportunity. This role is ideal for a motivated early-career professional who is eager to gain hands-on experience supporting reporting, data review, and business operations. The right candidate will be detail-oriented, organized, and comfortable working with data in a fast-paced environment.Responsibilities:<ul><li>Gather, review, and maintain data for reporting purposes</li><li>Assist in preparing spreadsheets, reports, and summaries for internal teams</li><li>Identify inconsistencies, trends, and data issues for follow-up</li><li>Support day-to-day business analysis and operational tasks</li><li>Partner with team members across departments to fulfill reporting needs</li><li>Maintain documentation and ensure accuracy of records</li><li>Assist with process improvement initiatives and ad hoc projects</li></ul>
2026-06-26T23:33:41Z

Entry Level Analyst

San Ramon, CA
remote
Temporary / Contract
24.00 - 28.00 USD / Hourly
Our client is seeking an Entry-Level Analyst for an ongoing temp-to-hire opportunity. This is an excellent role for a detail-oriented professional looking to build experience in analysis, reporting, and business operations while contributing to a fast-paced team environment.The Entry-Level Analyst will support day-to-day analytical activities, help organize and interpret data, prepare reports, and assist with identifying trends and process improvements. This role offers strong potential for long-term growth and permanent hire based on performance and business needs.Key Responsibilities:<ul><li>Collect, review, and analyze data to support business decisions</li><li>Prepare routine reports, summaries, and dashboards</li><li>Assist with identifying trends, discrepancies, and opportunities for improvement</li><li>Maintain accurate records and ensure data integrity</li><li>Support cross-functional teams with research and analysis</li><li>Help streamline processes and improve reporting efficiency</li><li>Perform other administrative and analytical duties as needed</li></ul>
2026-06-26T23:33:41Z

Staff Accountant

Concord, CA
onsite
Temporary / Contract
25.65 - 33.50 USD / Hourly
We are looking for a detail-oriented Staff Accountant to join the team in Concord, California on a part-time Contract assignment. In this role, you will provide hands-on accounting support across payables, receivables, and month-end activities while helping maintain accurate financial records. This opportunity is expected to last 4-5 months and may offer a hybrid work arrangement. Responsibilities: • Process vendor invoices, prepare payments, and help keep accounts payable records accurate and up to date. • Apply incoming payments, post cash activity, and support timely reconciliation of accounts receivable transactions. • Prepare journal entries and organize batch entries to support a smooth and accurate month-end close. • Maintain general ledger accuracy by reviewing transactions and resolving routine discrepancies. • Use accounting systems, including Abila MIP or similar cloud-based platforms, to enter, track, and manage financial data. • Create and update spreadsheets in Microsoft Excel to analyze balances, organize accounting details, and support reporting needs. • Assist the accounting team with day-to-day financial operations and respond to transactional issues as they arise.
2026-07-02T17:30:09Z

Tax Sr. - Corporate

Mountain View, CA
onsite
Permanent / Full Time
95000.00 - 110000.00 USD / Yearly
We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results. Responsibilities:• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.• Mentor and assist in training tax associates, contributing to the development of less experienced team members.• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.
2026-06-12T16:08:39Z

Sr. Accountant

San Mateo, CA
onsite
Permanent / Full Time
90000.00 - 120000.00 USD / Yearly
We are looking for an experienced Accountant to support core accounting operations for a mission-driven non-profit organization in California. This role will play a key part in maintaining accurate financial records, coordinating the monthly close, and strengthening day-to-day accounting workflows. The ideal candidate brings sound general ledger knowledge, strong analytical skills, and the ability to provide guidance to entry-level team members while working independently on detailed financial processes. Responsibilities:• Record and post recurring and ad hoc journal entries, including payroll-related entries, with a high degree of accuracy.• Reconcile bank activity and balance sheet accounts regularly, investigating variances and resolving discrepancies in a timely manner.• Organize and maintain supporting schedules, workpapers, and documentation to ensure completeness and audit readiness.• Oversee the monthly closing cycle by coordinating deadlines, reviewing entries, and helping ensure financial data is finalized on schedule.• Respond to audit inquiries by preparing requested materials, clarifying account activity, and following through on outstanding items.• Review accounts payable postings to confirm correct general ledger classification and accurate financial treatment.• Support accounts receivable accounting activity by preparing or assisting with related journal entries when needed.• Monitor endowed and designated fund balances, maintain detailed tracking schedules, and complete related reconciliations and entries.• Provide day-to-day direction and informal mentorship to two entry-level accounting team members while helping improve consistency across processes.• Evaluate existing accounting procedures, document workflows, and recommend practical improvements that create greater structure and efficiency.
2026-06-26T19:43:45Z

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