Accounting & Finance jobs in San Jose, CA - Page 6Create job alerts

Use your attention to detail and desire for routine to create memorable guest experiences! As a Night Auditor, you will work overnight (graveyard) hours to supervise the hotel and perform tasks to certify that all daily transactions are reconciled. Your contributions as a Night Auditor are essential

Industry-relevant value strategy:. Develop value narratives and horizons for ServiceNow's most strategic customers that are industry relevant and compelling. Value output driving pipeline generation and expansion:.

We are seeking a highly skilled and results driven finance manager to join SPG US infrastructure finance team. The candidate will work independently to own the financial operating model for growing Lab operations and investments in the US as a key finance business partner. Work with finance team in

Requirements:* 100% onsite at the Santa Clara, CA office * Focus Areas: Capex, subscriptions, HC planning, OPEX analysis, accrual experience (Gapify or other tool), topline experience beneficial.Initial Assignment Length: 6 months, not yet sure if there will be an extension.

Sunnyvale, CA 94089 (Hybrid) 06+ month contract with confirmed extension Assist with corporate finance integration planning such as budget and reporting. Finance master data management, i.

With your background in automotive sales or finance, you'll find the right finance and insurance products for every customer, no matter what their situation. Working in our no-haggle sales environment, the F&I Manager makes credit decisions, submits deals to our lenders for approval and helps bridge

Senior Finance Manager, Supply Chain Operations. We are seeking an experienced professional to join the team as a Senior Finance Manager. Bachelor's in Business Administration, Finance, Economics, or equivalent or equivalent military experience - advanced degree or qualification (e.

Personal Banker Safe Act- Westgate West Branch (Bilingual Preferred: Chinese). The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Application Deadline: 09/25/2025 Address: 1705 El Camino Real Job Family Group: Retail Banking Sales & Service Bilingual in English and Spanish Language is preferred Delivers exceptional service to BMO customers and prospects. Working knowledge of retail investments and lending products.

Job DescriptionBenefits: • Licensing paid by agency, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred., • Bilingual Spanish preferred.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Training & development Specific duties include but are not limited to: • Solicits for new business via telephone, networking, and other lead sources., • Develop insurance quotes, makes sales presentations, and closes sales., • Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc., • Maintain client relationships with follow up phone calls., • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable., • Possess an upbeat, positive, and enthusiastic attitude., • Be a great self-starter with a sense of urgency., • Create relationships from a cold start., • Proficiency to multi-task, follow-thru and follow-up., • Base Salary with Commissions, • Health Insurance, • Paid Holidays, • Bonus Opportunities, • Paid Time Off (PTO), • Dental Insurance, • Vision Insurance, • Holidays Off, • Healthcare Spending Account, • Team Building Activities, • Hands On Training

Job Description Our property is growing rapidly and we are looking for a night auditor who loves working with people, possesses a strong commitment to customer satisfaction, and has bookkeeping experience! We provide the tools and training to bolster your hospitality career goals. If you are seeking an overnight position with a team of true professionals, apply today!!! Compensation: $19 - $19.50 hourly DOE Responsibilities: • Complete additional bookkeeping, administrative, and accounting procedures as requested, • Execute front desk clerk duties as required, such as processing reservations and check-ins, delegating housekeeping, security, and service requests, responding to guest inquiries, and resolving guest complaints as needed, • Produce and distribute daily weekly, and monthly reports to hotel management, department heads, and general manager, • Provide exceptional service to all hotel guests during their stay, • Verify, audit, and reconcile all financial records such as room charges, cash drawer activity, credit card transactions, final bill preparation, room charges, and occupancy percentagesQualifications:, • Front desk clerk duties, guest services, night auditor or previous hospitality experience is preferred but not required, • Outstanding communication skills and excellent customer service skills are required, • Computer proficiency is required; experience with accounting or reservation software is preferred, • Requires a flexible schedule that allows for overnight shift hours, • Some college is preferred but a high school diploma or equivalent is requiredAbout Company Maple Tree Inn is a boutique hotel located in Sunnyvale CA since it opened its doors in 1985. Built by Maple Tree Investors and managed by Hogan Hospitality.

Entry Level Bookkeeper (Remote).

Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation: $107,500+ at plan commission Responsibilities: • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team membersQualifications:, • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers, • Candidate is required to hold either a US passport, a green card, or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)About Company New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life 51 Madison Ave, New York, NY

Job Description About Our Client: We are a well-established and client-focused wealth management firm based in San Jose, CA. With decades of combined experience, our team of advisors is dedicated to providing high-quality financial planning and investment management services tailored to each client’s goals. Position Overview: We are seeking a motivated and detail-oriented Junior Advisor to join our team. In this role, you will be responsible for managing an existing book of business while working directly under the guidance of two senior-level advisors. This is a unique opportunity to gain valuable mentorship, build relationships with established clients, and grow within a collaborative and professional environment. Key Responsibilities: ●Maintain and service an existing portfolio of clients ●Support senior advisors in client meetings and follow-up ●Assist in developing customized financial plans and investment strategies ●Conduct ongoing account reviews and ensure a high level of client satisfaction ●Prepare reports, presentations, and relevant documentation for client meetings ●Stay current on market trends, products, and regulatory changes Qualifications: ●Bachelor’s degree in Finance, Economics, Business, or related field ●FINRA Series 7 and 66 licenses ●1–3 years of relevant experience in financial services preferred ●Strong communication and interpersonal skills ●Highly organized, with excellent attention to detail ●Proficient in Microsoft Office and CRM software; experience with financial planning tools is a plus What We Offer: ●Direct mentorship from experienced senior advisors ●Opportunity to deepen relationships with an existing client base ●A collaborative, professional, and client-first work culture ●Competitive compensation and benefits package Location: This position is based in our San Jose, CA office. Candidates must be comfortable working on-site.

Job Description The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores while assisting members in transaction processing, loans and new accounts. Follow established compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events. The FSR II is expected to have a high level of professionalism and knowledge to assist members in complex inquiries that include residential, consumer loan inquiries and booking, Retirement, Fiduciary Accounts and referrals to the Wealth Management and Commercial Banking Divisions. The FSR II is to expect to attend on sites at Member Companies and contribute to the growth within and act as a role model to co-workers by cross-training team members and recommending process improvements to the Branch Manager that contribute towards overall organizational improvements. May be required to apply for or renew a notary commission within 30 days. Responsibilities: • Achieves minimum Sales goals as established by the management., • Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans., • Build member relationships through selling and referring credit union products and services to meet members’ financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events., • Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes., • Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually., • Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault., • Maintains members’ confidentiality at all times., • Performs teller transactions as requested by members., • Balance cash drawer and perform all end of the day functions as well as reconciliation., • Individual in this position may be pulled to work in other branch as business needs require. Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus. Minimum Requirements: • High School Diploma or equivalent., • 2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution., • Must be capable of working established hours required by the branch., • Strong organization, verbal communications skills, quality service and team orientation required., • Basic PC skills are desired., • Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification.

Job DescriptionDescription: NOTE: This is an in-person role and the selected candidate must be available to work Saturdays during business hours. Excite is a relatable, jean-wearing, highly-caffeinated, value-based community credit union. We believe in giving everyone a chance to build a financially stronger future so that together we can build a stronger community. We are looking to hire a Financial Service Representative (Teller) for our Curtner Branch. This position will provide a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. This person will also actively promote and advise on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform their job duties accurately, efficiently and with the highest degree of integrity. People matter at Excite Credit Union - we always take ownership, set the bar high, and pull together as a team to ensure we do right and good for each other and our members. We are passionate advocates making an impact in our community. What we offer • Competitive pay ($21-$24/hour depending on experience), • Comprehensive benefits plan, • Retirement plan with matching contribution, • Wellness, and Well-being programs, • Financial education and planning, • Opportunity for professional development and continuing education allowance, • Team member loan discounts, • Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day to day performance of job duties, • Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions, • Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures, • Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift, • Answers basic questions from members and effectively communicates the credit union’s products, services and membership requirements, • Handles all negotiable items, such as cashier’s checks, money orders, gift cards and temporary checks, in an accurate and efficient manner, • Redeems US Savings Bonds, • Performs financial center opening and closing duties as assigned, • Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals, • Makes effective referrals to other specialists when appropriate, • Uses effective communication skills to learn about each member and builds relationships, • Actively seeks to uncover “unexpressed” member needs during each interaction, • Ensures sales goals do not interfere with doing what is best for the member, the team and the credit unionRequirements:, • High school diploma or equivalent, • Minimum 1-year customer-facing experience in a retail environment, • Experience working in positions with sales/referral goals (team & individual), • Previous cash handling experience, • Experience with DNA and Meridian Link a plus, • Previous financial industry experience, • Bilingual skills (English/Spanish)

Job DescriptionPosition Overview If you enjoy talking to people, are driven to achieve, have a passion for being the best in a fast paced work environment and some day aspire to run your own business but dont feel ready to jump right in yet, this opportunity may be for you. The position is designed to give on the job training while working with a full time mentor in the agents office to build and cultivate customer relationships. You will be working to develop leads, solicit, consult and bind coverage to help customers manage their unique insurance and financial needs and while learning the logistics of managing a business and developing your skills and experience. Responsibilities • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Establish customer relationships and follow up with customers, as needed., • Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification., • Work with the agent to establish and meet marketing goals., • Use a customer-focused, needs-based review process to educate customers about insurance options., • Maintain a strong work ethic with a total commitment to success each and every day., • Adaption of skills necessary to operate a business.As an Agent Team Member, you will receive..., • Hourly pay plus commission/bonus, • Learning to market property/casualty, life, health and bank products, • Working closely with the agent to gain an understanding of the agents role and office logistics State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process

Job Description MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo We're looking for both experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Northern California. So, if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help. Job Summary | We offer “At Scale” resources for Financial Advisors that blends the resources of “Big Shop” advisory companies and the entrepreneurial ethos of an “Independent Practice” model. By combining these two practice models, our Firm has the unique opportunity to create a unique experience for Financial Advisors. Our core resource model focuses on 6 key areas that directly support the Advisor to allow the Advisor to focus more on the ongoing client relationship. Our 6 key areas are as follows: • Fee-Based Planning Platform and Support Division, • Complete and Comprehensive Insurance Division, • Wealth Management Division, • Advisory Services Division, • Marketing Division, • Technology Division Desired Skills + Experience | As a Financial Professional you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics: • Highly self-motivated and self-disciplined with the ability to work effectively and independently., • Outgoing personality with the ability to develop relationships and a sincere desire to help others., • Organized, detail-oriented, and excellent time-management skills., • Bachelor’s degree - Finance or business discipline or equivalent work experience. -Preferred, • Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire), • Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations, • Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Zoom, with the ability to navigate multiple applications during call handling) Compensation + Benefits | Our compensation structure is both comprehensive and robust with multiple benefit options. It allows for high payouts across multiple product lines with various planning platforms. Additionally, our model offers multiple supplemental compensation opportunities to support the growth of a practice, all while building an equity-based independent ownership model. • 401(k) matching, • Health & Dental insurance, • Health savings account, • Life insurance, • Retirement plan, • Vision insurance **This is a commission-based role with results-driven compensation and access to a competitive benefits package, including medical and dental, life and disability income insurance, and thrift and pension plans available for qualified Financial Services Professionals We’re a world-class planning firm…. Come see for yourself. MassMutual Northern California

Job Description About CH Premier Jewelers: CH Premier Jewelers is the quintessential jewelry and watch retailer in the California Bay Area's Silicon Valley. We bring an extensive and unrivaled selection of haute horology timepieces, fine jewelry, bridal selection, and gifts & accessories, while providing a welcoming and comfortable shopping experience in Westfield Valley Fair and Stanford Shopping Center locations. Essential Duties and Responsibilities: • Adhere to generally accepted accounting principles and company procedures and controls when carrying out assignments., • Recording vendor invoices, credit card, and sales., • Preparation of monthly bank reconciliation statements, • Reconciliation of purchase invoices vendors’ statement of accounts., • Review monthly accruals for sufficiency., • Ensure accuracy of general ledger., • Assist with the timely preparation of monthly, quarterly and annual financial reports., • Research accounting and reporting issues as required., • Bachelor’s degree in Accounting, • 3+ experience in accounting department, • Strong understanding of GAAP and thorough knowledge of financial accounting processes, • Ability to analyze financial data and prepare financial reports, statements, and projections, • Intermediate Excel skills, • Ability to manage multiple priorities and meet deadlines, • CPA preferred, • Quickbooks experience preferred

Job Description Experienced Tax Staff Accountant Position Available at Wheeler Accountants LLP Advancement and opportunity await at Wheeler Accountants! Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Wheeler is seeking a Tax Staff Accountant to join our team of growing professionals during this exciting growth phase in our firm. Potential candidates must be dedicated to a rewarding and successful career in public accounting and be focused on personal and professional growth. About Wheeler: We’re not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently. We’ve got the dynamic culture of a startup, with the stability and reputation of a five-decade old firm. We’re creative. We’re problem solvers. We’re calculated risk takers. We believe in having a healthy life-work balance, giving back to our community, and having fun. Consistently named a “Best Accounting Firms to Work For” by Accounting Today, we strive to create a unique and rewarding environment for all of our employees. The Ideal Candidate will possess: A passion for public accounting A strong sense of confidence in one’s own abilities and a drive to learn. Be eager to put in the time it takes to achieve rapid professional growth. A proven track record of hard work and success – whether in work or other activities Experience juggling multiple complex projects and providing timely deliverables. Excellent communication skills, both written and oral Recognize the opportunity to be part of a growing firm. Keep the “big picture” view in mind at all times. Position Requirements: Desire for a career in public accounting CPA License - EA preferred or passing grades on all four parts of the CPA Exam. Applicants are expected to pass the Exam within two years at Wheeler. Undergraduate degree in Accounting or equivalent, Master’s in Taxation is a plus Ideally 1-3 years’ experience or equivalent in tax preparation at a public accounting firm. Excellent proficiency with Microsoft Office applications Ability to learn direct client contact with a mind on keeping clients satisfied. Benefits: Competitive Bay Area salary, Salary range: $74,000.00 to $90,000.00. The pay range reflects the San Francisco Bay Area. Compensation will be adjusted for each candidate based on their geographic location Medical and Flex spending benefits 401(k) with employer match 22 paid holidays + PTO Flexible work schedule Locations: San Jose, California Wheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, attest and business advisory services. We are a top-rated firm located in San Jose, California. We are as committed to our staff as we are to our clients. We take culture seriously – recognized by Accounting Today as one of the Best CPA Firm to Work For several years. We offer a comprehensive benefits package, including later options to work Hybrid or Remote, because we understand our professionals can manage work best when given the freedom to balance and enjoy life outside of an office. If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you. Ready to make a change? Apply today... . Powered by JazzHR 8u2DMnKrOQ

Job DescriptionBenefits/Perks • Careers Advancement Opportunities, • Flexible Scheduling Responsibilities • Enter financial data and transactions, • Analyze budgets and other financial information, • Reconcile bank statements, • Prepare financial reports and statements, • Verify the accuracy of transactions that have been entered, • Process accounts payable and accounts receivable, • Create accounting policies to comply with all rules and regulations, • Bachelors degree in accounting or a related field, • Previous experience as an accountant, bookkeeper, or similar position, • Knowledge of generally accepted accounting principles (GAAP), • Good with spreadsheets, experienced in Microsoft Excel, QuickBooks, and basic accounting systems, • Strong mathematical and analytical skills, • Excellent attention to detail, time management, and communication skills, • Mandarin is preferred

Job DescriptionSalary: Company Description: The Company is an AI infrastructure startup developing innovative systems for artificial intelligence infrastructure. Our team comprises industry veterans who care about delivering high quality products and solutions to the market. The Company provides a dynamic startup atmosphere that emphasizes innovation, collaboration, and flexibility. Job Summary: The Cost Accountant position plays a key role in supporting operations, implementing NetSuite, managing product cost bases, ensuring accurate inventory valuation, and supporting financial processes within a dynamic environment. Candidates should be comfortable working in a rapidly changing environment that requires adaptability and proactive problem-solving skills. Job Responsibilities: • Oversee month-end closing activities and ensure timely and accurate financial reporting in adherence to Generally Accepted Accounting Principles (GAAP)., • Monitor purchases, inventory levels and participate in physical inventory counts to ensure records align with actual stock., • Update and investigate standard costs to maintain precise cost records., • Collect and analyze data related to costs of business activities, including material purchases, inventory, and labor., • Analyze manufacturing variances and provide actionable insights to improve operational efficiency., • Support the development and submission of operating plans, budgets, and forecasts., • Perform sales and margin analysis along with other financial evaluations to support decision-making., • Maintain detailed documentation to ensure compliance with audit requirements and Sarbanes-Oxley standards., • A bachelors degree in accounting or finance; CPA certification preferred., • 5+ years relevant experience; Big 4 public accounting experience and startup experience preferred., • Knowledge of NetSuite preferred., • Intermediate use of Excel, including pivot tables and Lookups., • Strong analytical skills, high level of attention to detail and hands-on., • Able to create standardized processes and implement internal controls., • Great interpersonal skills to work with diverse teams and self-motivated.

Job Description Antora builds and deploys thermal batteries to power always-on industrial operations with low-cost energy. Factory-built in the United States, Antora's modular thermal batteries deliver reliable heat and power, enabling industrial facilities of any size to decarbonize predictably and profitably. Antora is electrifying global industry while supporting U.S. manufacturing jobs, lowering costs for energy consumers, and enhancing the competitiveness of American industry. We are growing our company with people who put team and mission first, value connection through laughter and joy, and build with humility and openness. We are committed to continue building a diverse, passionate, and creative team dedicated to a future where every industrial facility, everywhere on earth, is powered by abundant, clean, low-cost energy. Position summary We are seeking a Senior Revenue General Ledger Accountant (CPA) to lead revenue recognition and general ledger accounting for our rapidly growing renewable energy manufacturing business. This role is ideal for a technically savvy accountant with deep expertise in ASC 606 and complex contract interpretation in environments with variable interest entities (VIEs). You will ensure revenue recognition accuracy for novel, first-of-a-kind (FOAK) products while driving scalable processes in a fast-paced, mission-driven environment. Key Responsibilities • Interpret complex customer contracts to determine performance obligations and ensure proper revenue recognition under ASC 606 and ASC 842., • Prepare and review financial statements, reconciliations, and supporting schedules for revenue, cost of goods sold, and other GL transactions., • Draft and document technical accounting memos on revenue recognition, VIEs, leases, and clean energy tax incentives., • Partner with business development and cross-functional teams to streamline and enable scaling for invoicing, collections, and billing processes, • Establish and scale systematic processes for invoicing, receivables, cash applications, and indirect taxes., • Collaborate cross-functionally (Operations, Production, Logistics, Accounts Payable) to ensure accurate and timely accounting., • Support external audits and ad hoc financial analysis., • Drive process improvements and ERP system enhancements within NetSuite.Required Qualifications, • CPA license (active)., • 8+ years of progressive experience in revenue and GL accounting for manufacturing companies (ideally in the renewable energy sector), • Advanced proficiency in NetSuite and MS Excel, • Bachelor's degree in Accounting, Finance, or Economics (or equivalent experience).Preferred Qualifications, • Experience in a first-of-a-kind (FOAK) renewable energy product/manufacturing environment., • Strong understanding of U.S. GAAP as applied in manufacturing., • Track record of implementing scalable accounting processes in high-growth companies., • Excellent communication skills, with the ability to translate technical accounting into clear operational processes that can be used by cross-functional teams Salary Range: $157,000 USD - $175,000 USD Salary Basis: Annual Please note that the salary range listed above reflects Antora Energy's estimated pay for this position in the San Francisco Bay Area. The actual salary offered will be within the posted range and determined based on several factors including but not limited to a candidate's experiences, credentials and expertise, as they pertain to the position's requirements. In addition to a competitive base salary, Antora Energy's Total Rewards program includes equity compensation in the form of stock options, a premium health benefits package with life and disability insurance, a 401K plan with employer contributions, flexible spending accounts, and an industry leading paid-time-off policy that features flexible and inclusive holiday observance, as well as paid volunteer time off. #LI-Onsite When it comes to stopping climate change, we need everyone. We believe that having a diversity of backgrounds and experiences strengthens all of us, and we strive to create an environment where every one of us is empowered to create meaningful change.

Job DescriptionSalary: $110,000-$120,000 We are seeking a highly skilled Senior Accountant to oversee equity management, sales tax compliance, general liability and financial compliance. This role is crucial in maintaining financial accuracy, ensuring regulatory compliance, and optimizing accounting systems to support business growth. Role & Responsibilities: Equity Management: • Maintain accurate records of stock-based compensation, equity grants, and vesting schedules., • Work closely with legal and HR teams to ensure compliance with equity compensation regulations., • Reconcile and report on equity-related financial activities, including 409A valuations. Sales Tax & Compliance: • Ensure compliance with multi-state and international sales tax regulations., • Prepare and file sales tax returns, manage audits, and liaise with tax authorities., • Monitor legislative changes affecting sales tax and implement necessary adjustments. General Liability & Financial Compliance: • Manage and track general liability accounting, including risk assessment and expense reporting., • Assist in financial reporting and audits to ensure compliance with GAAP/IFRS standards., • Support internal and external audits by providing necessary documentation and analysis. What You Offer: • Bachelors/Masters degree in Accounting, Finance, or related field. CPA, CMA, or equivalent certification preferred., • 5+ years of experience in accounting, preferably in a fast-paced or SaaS environment., • Strong knowledge of GAAP, sales tax regulations, and equity accounting., • Proficiency in NetSuite, Excel and Avalara., • Excellent analytical, problem-solving, and organizational skills., • Excellent communication skills, both written and verbal, • Ability to work independently and collaborate across departments. If you are an experienced Accountant with expertise in equity management, compliance, and financial systems, we would love to hear from you! About Eltropy () Eltropy is a rocket ship FinTech on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities. Eltropy Values: • Customers are our North Star, • No Fear - Tell the truth, • Team of Owners Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Job DescriptionBenefits: • 401(k) matching, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Careers Advancement Opportunities, • Flexible Scheduling Duties: • Prepare and record journal entries to ensure accurate financial reporting, • Perform monthly balance sheet reconciliations to identify and resolve any discrepancies, • Assist with the preparation of financial statements, including income statements, balance sheets, and cash flow statements, • Process accounts receivable transactions and ensure timely collection of payments, • Collaborate with other departments to gather necessary financial information for analysis and reporting purposes, • Conduct financial analysis to identify trends, variances, and opportunities for improvement, • Assist with the implementation of financial controls and procedures to ensure compliance with regulatory requirements, • Support the annual audit process by providing necessary documentation and explanations Qualifications • Bachelors degree in accounting or a related field, • Previous experience as an accountant, bookkeeper, or similar position, • Knowledge of Sage Intacct, • Knowledge of generally accepted accounting principles (GAAP), • Good with spreadsheets, experienced in Microsoft Excel, QuickBooks, and basic accounting systems, • Strong mathematical and analytical skills, • Excellent attention to detail, time management, and communication skills

Job DescriptionWe are looking for a Senior Accountant to join our team on a long-term contract basis in San Jose, California. This role is ideal for professionals with extensive experience in accounting for banking or credit union institutions. You will have the opportunity to collaborate closely with the controller and contribute to critical financial operations. Responsibilities: • Handle month-end close processes, ensuring accuracy and timeliness of financial reporting., • Maintain and reconcile the general ledger, identifying and resolving discrepancies., • Prepare and post journal entries to support ongoing accounting functions., • Conduct account reconciliations, verifying balances and ensuring compliance with financial standards., • Perform bank reconciliations to support accurate cash flow management., • Collaborate with banking and brokerage teams to ensure seamless financial operations., • Support retail banking financial processes, providing clear and accurate reports., • Prepare board reports, detailing key financial data and insights., • Assist in developing Excel-based reports to support data analysis and decision-making., • Work closely with the controller to address complex accounting issues and improve processes.• Minimum of 5 years of accounting experience, preferably within a banking or credit union environment., • Proficiency in month-end close, general ledger maintenance, and journal entry preparation., • Strong skills in account and bank reconciliations., • Familiarity with financial operations in banking, brokerage, or retail banking., • Advanced proficiency in Excel for developing and analyzing reports., • Ability to prepare board-level financial reports with accuracy and clarity., • Excellent problem-solving skills and attention to detail., • Strong communication and collaboration abilities, especially when working with senior leadership.

Job Description Job Title: Accounts Payable / Receivable Specialist Company: Steering Freight Solutions Location: Hayward, CA (On-site or Hybrid) Job Type: Full-Time Salary: $22 – $28/hour (Depending on Experience) Industry: Logistics, Freight, Supply Chain Company Overview: Steering Freight Solutions is a rapidly expanding logistics company based in Hayward, California, offering full-service freight solutions including trucking, ocean, and air transportation. Our mission is to streamline the shipping experience for clients through reliable service, transparency, and strong operational support. We’re looking to grow our internal team with dedicated professionals who are detail-oriented and ready to support a growing business. Position Summary: We are seeking a reliable and detail-oriented Accounts Payable / Receivable Specialist to manage our day-to-day financial transactions. This person will play a critical role in maintaining accurate records, ensuring timely payments, and supporting overall financial health. Key Responsibilities: * Manage accounts payable: process vendor invoices, verify billing accuracy, and issue timely payments * Manage accounts receivable: generate and send invoices to clients, follow up on outstanding payments, and apply payments received * Reconcile bank statements and financial records * Maintain accurate bookkeeping and filing of financial documentation * Coordinate with operations and sales teams on billing inquiries and payment status * Assist with month-end closing and reporting * Ensure compliance with internal controls and accounting standards Qualifications: * 1–3 years of experience in accounts payable/receivable, bookkeeping, or accounting * Familiarity with QuickBooks, Excel, and accounting software (experience with logistics or TMS systems is a plus) * Strong attention to detail and accuracy * Excellent time management and organizational skills * Ability to communicate clearly with vendors, clients, and internal teams * Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred What We Offer: * Competitive hourly rate (based on experience) * Stable, growing company with opportunities for advancement * Supportive and inclusive work environment * Hybrid work flexibility (after onboarding/training period) * Veterans encouraged to apply Ready to help us keep our financial engine running smoothly? Submit your application today and join a team that’s moving freight — and careers — forward. Company DescriptionAbout Us: At Steering Freight Solutions, we’re more than a logistics company — we’re a comprehensive logistics provider offering trucking, ocean, and air freight solutions. As we continue to grow, we are looking for a motivated and entrepreneurial Sales & Marketing Specialist to help expand our customer base and grow our brand presence in the supply chain industry.About Us:\r\nAt Steering Freight Solutions, we’re more than a logistics company — we’re a comprehensive logistics provider offering trucking, ocean, and air freight solutions. As we continue to grow, we are looking for a motivated and entrepreneurial Sales & Marketing Specialist to help expand our customer base and grow our brand presence in the supply chain industry.

Job Description 5-8 years experience or more in areas of Bookkeeping,Payroll,Sales Tax and generating Financials for clients in USA working in different industries 5-8 years or more experience in Tax preparation for Companies, LLC and Schedule C. -Drake tax working knowledge is a plus. -Quick books expertise is required. -Commitment to work and willing to work at different locations if required. Working from home is required in case of shelter-at-home restrictions in place. -Experience required in areas of International Tax compliance,FBAR,8938. Company DescriptionA fast moving and well known CPA firm having multiple offices in Bay Area having diversified clients employing great employees.A fast moving and well known CPA firm having multiple offices in Bay Area having diversified clients employing great employees.

Job DescriptionSalary: Job Title: Senior Accountant Location: San Jose, California Company: Core Affordable Housing LLC About Us The Core Companies is a mission-driven real estate developer dedicated to creating and managing affordable housing solutions that transform communities. We partner with city, county, and state agencies, as well as large, well-known LIHTC investors, to address housing challenges with innovative and sustainable developments. With over 40 years of real estate development experience and 25 years in affordable housing, our leadership is committed to delivering impactful housing solutions. Position Summary The Senior Accountant will play a pivotal role in managing the financial operations of The Core Companies. Reporting directly to the Assistant Controller, this position will oversee accounting processes, ensure compliance with regulatory standards, and manage partnership agreements and loan covenants. The ideal candidate will have strong analytical skills, attention to detail, a solid background in accounting, and a passion for supporting affordable housing initiatives. Key Responsibilities Financial Management Assist in the timely and accurate completion of monthly, quarterly, and annual financial closings. Ensure ownership interests in LLCs and LPs are properly accounted for. Review intercompany and investment/equity accounting to ensure accurate entries. Manage year-end audit and tax return processes for 15 audited entities by collaborating with property accountants, Asset Management and the CPAs. Oversee financial reporting processes to meet deadlines established by investors. Assist in preparing and submitting year-end financial reports and tax trial balances for multiple LLCs. Support the preparation of annual and semiannual combined financial statements with auditors. Asset Management Work with property management accountants and Asset Management to ensure the timely and accurate preparation of year-end trial balances. Verify that monthly accounting data from property accountants is accurately recorded in the Asset Management system. Project Management Ensure year-to-date job costs reflect actual project expenses, including proper charges, accruals, and adjustments. Collaborate with development and accounting teams to determine eligible and ineligible costs. Ensure project budgets and current financial projections reflect realistic job outcomes. Monitor and prepare construction draw requests. Compliance & Reporting Coordinate internal and external audits and reviews, including preparing supporting documentation. Maintain compliance with local, state, and federal tax reporting requirements. Manage audit, tax return, and financial reporting processes to meet deadlines set by lenders and investors. Prepare REO reports and contingent liability schedules on schedule. Assist in recording all equity and financing events. Process Improvement Develop, implement, and enhance internal controls and accounting policies. Identify opportunities to streamline accounting processes and improve efficiency. Qualifications Education & Experience Bachelors degree in Accounting, Finance, or a related field; CPA designation preferred. 5+ years of progressive accounting experience. Experience in affordable housing, real estate development, and partnership accounting. Technical Skills Proficiency in accounting software (e.g., Yardi, Viewpoint Spectrum) and Microsoft Office, especially Excel. Knowledge of GAAP. Basic understanding of federal and state tax laws. Soft Skills Excellent organizational and problem-solving skills. Strong interpersonal and communication skills with the ability to collaborate across departments. Commitment to Core Affordable Housings mission of providing quality affordable housing. Ability to work effectively with cross-functional teams, including Development, Construction, Asset Management, and senior leadership. Benefits Competitive salary and bonus structure. Comprehensive health, dental, and vision insurance (plans available at no cost to employees). Simple IRA with company match. Paid time off and holidays. Professional development and training opportunities.

Job Description Luminary Life Sciences (NextGen Genetics) is illuminating the path to parenthood for individuals and families by pioneering a comprehensive suite of life science services tailored to meet the specialized needs of patients throughout every step of the reproductive health journey. Our vision is to empower patients and health care professionals by offering innovative, customer-centered solutions that provide support from pre-conception to post-birth. OVERVIEW: This position is responsible and accountable for all aspects of patient service with regard to patient balances. This includes, but is not limited to, collecting on patient balances, answering incoming calls, reviewing statements and patient balance for accuracy, account mainte This position will be working onsite in San Jose, CA Monday – Friday 8AM – 5:00PM. Pay $27-$33 per hour Position Summary This position is responsible and accountable for all aspects of billing, collections, and reconciliation of accounts related to PGT (Pre Implantation Genetic Testing) services performed by Luminary Genetics including, but not limited to, all services provided to and billed to individual practices, group practices, patients, insurance, and other entities as directed. Essential Job Responsibilities • Prepare and send patient invoices and statements., • Apply payments accurately to patient accounts., • Monitor patient accounts for past due balances., • Follow up on overdue invoices via phone and email., • Reconcile discrepancies and resolve billing issues., • Maintain up-to0date records in the accounting system., • Collaborate with internal teams to support goals., • Assist with special projects and audits as needed., • Handle patient inquiries regarding billing, balances, and payment plans., • Processes accounts for collections., • Utilize reports to identify balances and collect payments., • Review balances, payments, and or adjustments for accuracy., • Answer incoming calls and follow up with customer service team as necessary., • Apply credit memos and request refunds when appropriate., • Be familiar with all contracts and requirements for billing and collections contained in those contracts., • Other Duties as assigned Minimum Qualifications • Microsoft excel experience., • Strong customer service and results orientation; highly responsive to requests., • Excellent interpersonal skills and ability to build and maintain effective working relationships. What We Offer: We are proud to provide a comprehensive and competitive benefits package tailored to support the needs of our team members across all employment types: How To Get Started: To have your resume reviewed by someone on our Talent Acquisition team, click on the “Apply” button. Or if you happen to know of someone who might be interested in this position, please feel free to share the job description by clicking on an option under “Share This Job” at the top of the screen.

Job Description Advancement and opportunity await at Wheeler Accountants! Wheeler offers a fast-paced and exciting work environment with excellent opportunities for both personal and career growth. Potential candidates must be dedicated to a rewarding and successful career in public accounting and be focused on personal and professional growth. Wheeler Accountants LLP is looking for an Internal Accountant to join our growing team! The Internal Accountant is a professional with strong accounting skills and will be responsible for a variety of our financial functions including the hands-on day to day accounting operations (G/L, A/R, and A/P), payroll, and process improvements. The Internal Accountant reports to the CFO and will be someone focused on detail input, preparation, and report generation. The Internal Accountant will bring a high level of accounting expertise, problem solving, analytical abilities, initiative, as well as sound judgment. We value a candidate with these essential qualities necessary for success in this role. About Wheeler: We are not your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently. We’ve got the dynamic culture of a startup, with the stability and reputation of a five-decade old firm. We are creative. We are problem solvers. We are calculated risk takers. We believe in having a healthy life-work balance, giving back to our community, and having fun. Consistently named one of the “Best Accounting Firms to Work For” by Accounting Today, we strive to create a unique and rewarding environment for all of our employees. The ideal candidate will possess: • Payroll processing for 50+ employees is REQUIRED, • 3+ years General Ledger and Accounting experience including Accounts Receivable, Accounts Payable, and Payroll processing for 50+ employees, • Working knowledge of QuickBooks, payroll software (i.e. Zenefits or similar), and BILL vendor payment software, • Experience with financial statement preparation, payroll preparation, employee benefits, worker’s compensation audit, wage garnishments, and business property tax statements, • Experience with retirement plans including annual 401k census and 401k reporting reconciliation, • Strong budgeting and cash flow management skills, • Working knowledge of financial and accounting software programs with strong sense of current computerized accounting systems that support the overall management of the business, operational efficiencies, regulatory compliance, financial reporting, vendor integration, and general accounting processes., • Excellent written and oral communication skills What you will do: · Prepare monthly journal entries and support schedules, bank reconciliations, including areas such as accruals, A/R, A/P, payroll journal entries, bank, prepaid expenses, fixed assets and related depreciation/amortization, income tax considerations · Accounting research · Perform general ledger reconciliations · Perform journal entries and adjustments · Oversee the A/R and A/P process · Perform/review fixed assets and depreciation schedules · Prepare trial balance and schedules in preparation of income tax returns · Prepare payroll tax reconciliation, 1099s, and business property tax returns · Prepare depreciation and amortization schedules · Analyze/design spreadsheets as needed Position Requirements: • BA/BS in Accounting, Finance, or related field, • Excellent proficiency with Microsoft Office applications and general office software and systems, • Assistant Controller experience a plus, • Strong ability to meet and exceed deadlines, • Manage multiple items at once, meet and exceed expectations, • Experience with multiple accounting systems, • Solid attention to detail with excellent communication and organizational skills, • Ability to multi-task and manage conflicting priorities while resolving problems quickly, • Ability to react to change productively and manage other essential tasks as assigned Benefits: • Competitive Bay Area salary with bonus, • Salary range: $75,000-$95,000, • Medical and Flex spending benefits, • 401(k) with employer match, • 22 paid holidays + PTO, • Flexible work schedule Location: · San Jose, California Wheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, audit, and business advisory services. We are a top-rated firm located in San Jose, California. We are as committed to our staff as we are to our clients. We take culture seriously. We offer a comprehensive benefits package, including option to work “Hybrid” or “Remote,” because we understand our professionals can manage work best when given the freedom to balance and enjoy life outside of an office. If you believe that your experience and work expectations align with our commitment to our employees, we want to hear from you. Powered by JazzHR TnHNKqUW6E

Job Description About the Role We are seeking a detail-oriented Billing Specialist to join our Home Health team. This is a remote position open only to candidates residing in California or Nevada. The Billing Specialist will support our clinicians and operations by managing accurate and timely billing processes for Medicare, Medi-Cal, Managed Care, and commercial payers. This role ensures compliance with PDGM guidelines and payer requirements, helping maintain smooth revenue cycles and supporting high-quality patient care. Responsibilities * Prepare and submit accurate home health claims to Medicare, Medicaid, and private payers. * Verify billing details, including physician orders, OASIS documentation, visit notes, and authorization requirements. * Track accounts receivable and follow up on unpaid or denied claims, including resubmissions and appeals. * Communicate with patients, clinicians, and insurance representatives to resolve billing inquiries. * Maintain accurate billing records and stay current with payer rules and regulatory updates. * Collaborate with intake and medical records to ensure documentation is complete before billing. Minimum Qualifications * High school diploma or equivalent; associate degree in healthcare administration or related field preferred. * 2+ years of experience in medical billing, preferably in home health or hospice. * Familiarity with home health EHR/billing systems * Strong understanding of Medicare/Medicaid billing, PDGM, OASIS, CPT/ICD-10 coding. * Excellent organizational and communication skills with high attention to detail. Preferred Qualifications * Certification (e.g., CPB, CMRS) a plus. * Experience with multiple payers, including Managed Care. * Knowledge of denial management and billing audits. Benefits * Remote position (work from home). * Medical, dental, and vision insurance. * 401(k) with employer match. * Paid Time Off (PTO) + holidays. * Supportive, collaborative team environment.

Job DescriptionDescription: Join Our Growing Team at TRIO Heating, Air & Plumbing – Accounting Specialist Overview We’re not your average HVAC company. We’re growing fast, breaking records, and setting new standards across the industry. We’ve earned 4 out of 5 national awards from Bryant, were named Fastest-Growing HVAC Company in the Nation by ServiceTitan, and landed on the Inc. 5000 list for our explosive growth. And we don’t just care about performance—we care about impact. At TRIO, we plant one tree for every job we complete, with over 10,000 trees planted so far. We’ve built a company where top techs thrive—and now we’re hiring more. Position Overview: We are looking for a detail-oriented and self-motivated Staff Accountant to support our accounting operations. The ideal candidate will be responsible for managing key financial transactions and reporting processes, including general ledger maintenance, reconciliations, and accounts payable/receivable. Key Responsibilities: • Maintain and update the general ledger by posting and reconciling journal entries., • Process accounts payable and receivable, ensuring timely payments and accurate recording., • Reconcile bank accounts and resolve discrepancies., • Assist in the preparation of monthly financial statements and reports., • Support month-end and year-end closing processes., • Manage fixed assets, including tracking acquisitions, depreciation, and disposals., • Provide support for tax filings and audits., • Collaborate with other departments to ensure accurate financial reporting., • Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)., • 1-3 years of accounting experience, preferably in general ledger accounting., • Strong proficiency in QuickBooks and Microsoft Excel., • Excellent attention to detail and organizational skills., • Ability to work independently and as part of a team., • Strong communication skills for working with internal teams and vendors., • Strong knowledge of Generally Accepted Accounting Principles (GAAP)., • Excellent attention to detail and accuracy in financial reporting., • Strong analytical and problem-solving abilities., • Good organizational skills and ability to prioritize tasks., • Ability to work both independently and collaboratively as part of a team., • Strong communication skills, especially when interacting with internal teams and vendors., • Ability to work under pressure and meet tight deadlines., • High level of integrity and commitment to confidentiality in handling financial data. Why Join TRIO? • Competitive pay, • Full Benefits: Medical, dental, vision insurance, and 401(k) matching, • Career Growth: Be part of a company that’s scaling rapidly and values performance, • Work Culture: Fast-paced, supportive, and built for high achievers Certifications: • Competitive hourly rate (based on experience)., • Work with a leading HVAC company in San Jose. Requirements:

Job DescriptionLHH Recruitment Solutions is working with one of our clients looking to fill a Senior Accountant job for the corporate office located in San Jose, California. The position is hybrid. The ideal candidate will have at least 5 years of experience in a senior level accounting position. You will be responsible for the day to day accounting functions in the general ledger, bank reconciliations, journal entries, provide accurate and timely reporting during the month-end close process, prepare, review and analyze reports, financial reporting and assist on any projects as assigned. Qualifications: • Bachelor’s Degree in Accounting or Finance is required, • Strong General Ledger experience and excellent accounting fundamentals (GAAP), • Team player but able to work independently, • Attention to detail, proactive, analytical, and organized, • Strong communications (written & verbal), • Software experience with NetSuite would be ideal, • Comfortable with Microsoft Office (Excel - Advanced, Word & Outlook) Experience: 5 years of experience as a Senior Accountant Employment Type: Temporary If you are interested in this or other job opportunities available through LHH Recruitment Solutions, please submit your resume today at ! Pay Details: $45.00 to $50.00 per hour Search managed by: Flynn Woodworth Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Company Overview: Potentia is a team of financial professionals committed to delivering comprehensive, personalized solutions through a holistic approach. We’ve experienced strong growth over the last four years and are now seeking an experienced and motivated EA to join our collaborative and dynamic team. This is an in-office role that offers schedule flexibility, competitive compensation, benefits, and the opportunity to make a meaningful impact while working alongside seasoned professionals in a beautiful and professional environment. Qualifications – Must Have: • 5+ years of experience in tax preparation., • Enrolled Agent (EA) designation or IRS-recognized credential (CPA, CRTP, AFSP, or, • Attorney)., • Proven proficiency in Lacerte, Excel, Adobe, and project management systems., • Strong experience handling IRS/FTB phone calls and correspondence., • Excellent client communication and interpersonal skills., • High level of accuracy and attention to detail., • Demonstrated ability to work collaboratively in a team environment., • Strong organizational skills and a process-oriented mindset., • Ability to work in-office 100%., • Experience in bookkeeping (5+ years)., • Ability to complete 1040 returns from start to finish., • Advanced degree in Accounting or Taxation., • Active or renewable PTIN or CAF., • Familiarity with QuickBooks Online and CRM systems., • Willingness to unlearn outdated methods and adapt to current systems and best practices., • Open to learning and respectful of established processes., • Strong organizational awareness and ability to prioritize multiple tasks., • Clear and precise communication skills., • Ability to delegate appropriately and build trust within the team., • Prepare and review business and individual tax returns, including 1040s, S-Corps, C-, • Corps, Partnerships, Fiduciary, and Non-Profit filings., • Deliver high-quality, personalized service that exceeds client expectations., • Manage client engagements with professionalism and responsiveness., • Represent clients before the IRS and FTB for audits, collections, and correspondence., • Maintain compliance with all relevant tax laws and regulations., • Conduct in-depth tax research and provide strategic guidance., • Contribute to the improvement of internal systems and processes., • Maintain detailed, organized, and accurate records of client documents and interactions., • Ideal Candidate:, • Full-time position from January to December., • Competitive salary and benefits package., • Flexible scheduling with full in-office presence., • A positive, team-centered culture focused on growth, support, and continuous improvement!Company DescriptionPotentia is a team of Financial Professionals that serves clients with a holistic approach. We are renowned for providing comprehensive and personalized financial solutions, and over the past four years, we have experienced significant growth in our client base. To meet the high demand for our services, we are looking for a talented CPA/EA to join our team. This is an excellent opportunity for someone proficient in their field, with excellent client communication skills, to take on the challenge of growing our firm within a beautiful office alongside an extraordinary team. This position offers competitive compensation and benefits.Potentia is a team of Financial Professionals that serves clients with a holistic approach. We are renowned for providing comprehensive and personalized financial solutions, and over the past four years, we have experienced significant growth in our client base. To meet the high demand for our services, we are looking for a talented CPA/EA to join our team. This is an excellent opportunity for someone proficient in their field, with excellent client communication skills, to take on the challenge of growing our firm within a beautiful office alongside an extraordinary team. This position offers competitive compensation and benefits.

Job Description Job Title: Automotive Accounts Receivable Specialist Reports To: Accounting Manager or Controller Job Summary: The Automotive Accounts Receivable Specialist is responsible for managing all aspects of the accounts receivable process for an automotive dealership or group of dealerships. This includes, but is not limited to, invoicing customers, processing payments, maintaining accurate records, and following up on outstanding balances. The role requires strong organizational skills, attention to detail, and excellent communication abilities. Key Responsibilities: • Invoice Generation & Distribution:, • Generate and distribute accurate invoices to customers for vehicle sales, service, parts, and other related transactions., • Ensure invoices are generated in a timely manner and according to established procedures., • Utilize accounting software (CDK Global or others) to generate and manage invoices., • Payment Processing:, • Process customer payments received via various methods, including cash, checks, credit cards, and electronic funds transfers (EFTs)., • Reconcile payments to invoices and ensure proper posting to customer accounts., • Prepare bank deposits and reconcile daily cash receipts., • Account Management & Collections:, • Monitor customer accounts for past-due balances., • Contact customers via phone, email, and/or mail to collect outstanding payments., • Negotiate payment arrangements with customers, as needed., • Maintain accurate records of all collection efforts and communications., • Identify and escalate delinquent accounts to the appropriate supervisor., • Record Keeping & Reporting:, • Maintain accurate and organized accounts receivable records., • Prepare and analyze accounts receivable aging reports., • Assist in month-end closing procedures, including the reconciliation of accounts., • Generate and provide reports on accounts receivable activity, as requested., • Customer Service:, • Provide excellent customer service to both internal and external customers., • Respond to customer inquiries regarding invoices, payments, and account balances in a timely and professional manner., • Resolve any discrepancies or disputes related to accounts receivable., • Compliance:, • Adhere to all company policies and procedures related to accounts receivable., • Ensure compliance with all relevant federal, state, and local regulations., • Other Duties:, • Assist with other accounting and administrative tasks, as needed., • Participate in training and professional development activities to enhance skills and knowledge., • Experience: 1+ years of accounts receivable experience, preferably within an automotive dealership environment., • Skills:, • Strong understanding of accounts receivable principles and practices., • Proficiency in accounting software (e.g., CDK Global, Reynolds and Reynolds, or similar)., • Excellent data entry and accuracy skills., • Strong organizational and time management skills., • Effective communication and interpersonal skills, both written and verbal., • Ability to work independently and as part of a team., • Ability to handle multiple tasks and prioritize effectively., • Proficiency in Microsoft Office Suite (Excel, Word, Outlook)., • Competitive salary, • Health insurance (medical, dental, vision), • Paid time off (vacation, sick days, holidays) This position typically works in a standard office environment within a dealership or corporate setting. The job may require extended periods of sitting, using a computer, and interacting with customers and colleagues.