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Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • 10+ years of job-related experience, • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Salary: Average annual salary range for this position across our locations is: $200,000 to $250,000 (plus incentives). Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Organization RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding lifestyle, realize their goals, and create a legacy for generations. Our team of professionals operates from eight offices across the nation, serving over 6,000 clients and managing over $18 billion in assets. We are looking for passionate individuals who are eager to make a difference in the lives of our clients while being part of a collaborative and innovative team. If you are ready to elevate your career in a dynamic environment that values respect, teamwork and personal growth, consider joining us at RWA Wealth Partners. Role Overview We are seeking experienced and entrepreneurial Wealth Advisors to join our independent RIA. In this critically important role, the Wealth Advisor will manage high-net-worth client relationships, provide holistic financial planning, and help lead the growth of the firm through business development and team leadership. You’ll serve as a trusted partner to clients, offering guidance in investment management, tax planning, estate planning, and retirement planning, while working closely with our team to deliver an exceptional client experience. This role requires someone who can transition and expand existing relationships, develop new business, and may oversee a support team, whether brought with you or built in partnership with the firm. You’ll also be expected to contribute to growth through effective time spent with clients, prospects, centers of influence, and community engagement, making a visible and invaluable impact on the firm’s continued success. Responsibilities • Drive business development efforts through client referrals, strategic networking, and community engagement., • Onboard and cultivate high-net-worth client relationships with care and professionalism., • Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination., • Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals; engage next generation of clients to solidify and extend relationships for the long term, • May Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership., • Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience., • Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality., • Must maintain a strong commitment to compliance., • Analyze, draft, edit, and deliver comprehensive financial plans to clients., • Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm., • Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors., • Ensure adherence to company standards of net new asset growth and retention. Attend company workshops or lectures and speak to groups of potential clients when called upon. Education, Experience and Qualifications • Bachelor’s Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master’s degree a plus., • Minimum of ten years of client-facing experience (wealth management, financial planning, or tax) with deep knowledge of investments, retirement, and estate strategies., • CFP® credential required or has advanced degree such as master’s degree in financial planning or tax. The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • Experience using financial planning tools such as eMoney or similar platforms., • Sales aptitude and experience is also highly desired., • Excellent communication, presentation, listening, and analytical skills., • Proven time management and organizational skills in high-volume, high-energy environments., • Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude., • Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint, • Ability to learn quickly and efficiently. RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact careers.

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Wealth Advisor I focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives., • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills., • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions., • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients, • Ensures adherence to compliance and regulatory policies as well as company standards of client care Education: • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC)., • Advanced knowledge of the industry, financial products, and financial planning concepts, • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients, • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients, • Experience utilizing financial planning software, • Expert at collaboration and willing to help others, • Sales aptitude and experience is preferred, • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment, • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews, • Comprehensive understanding of compliance requirements Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Working inside. Standing and sitting. Will be assigned to a work station. Average annual salary range for this position across our locations is: $75,000 to $200,000. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email . This email is for accommodation requests only. Accommodations are made on a case-by-case basis. Applicants have rights under federal employment laws: • Family and Medical Leave Act (FMLA), • Employee Polygraph Protection Act (EPPA), • E-Verify, • Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Job Description Who We Are We are a well-established fiduciary and care management company with over 15 years of service, experiencing rapid growth. Our team provides compassionate and professional support to elders and individuals with special needs through Trust and Estate Administration, Financial and Health Care Powers of Attorney, Conservatorships, and Care Management. Our office environment is informal yet impeccably professional. While the work is fast-paced and demanding, we value autonomy and offer flexibility for self-directed employees to manage their workload with minimal stress. We are a HIPAA-compliant workplace committed to confidentiality and integrity. Position Overview We are seeking an experienced Bookkeeper / Client Finance Specialist to join our dedicated team. This role is critical to maintaining accurate financial records for multiple clients and supporting fiduciary responsibilities. The ideal candidate will have proven expertise in bookkeeping, thrive in a high-volume, fast-paced environment, and be passionate about delivering exceptional service to vulnerable populations. Key Responsibilities • Daily Financial Management, • Enter and categorize transactions in Quicken for multiple clients, ensuring accuracy and proper documentation, • Reconcile Quicken check registers monthly for all clients, • Billing & Payments, • Facilitate high-volume billing and timely payments to vendors, attorneys, accountants, and other service providers, • Monitor and ensure timely payment of client bills, • Tax Support, • Assist with fiduciary tax preparation by compiling detailed reports for tax accountants annually, • Reporting & Compliance, • Prepare annual court and informal accounting reports in collaboration with the client finance team, • Team Collaboration, • Engage in daily team-based interactions to troubleshoot and resolve client financial needs, • Document Management, • Download, scan, edit, and manipulate PDF documents for accurate recordkeepingRequired Skills, • Excel for tracking budgets and creating client reports, • Word for correspondence, • Able to sit or stand at a workstation for most of the workday, • Must possess a valid California driver’s license, up-to-date auto insurance, and have a vehicle available for work. Must have a clean driving record (subject to motor vehicle record check). Alternative transportation methods are not feasible for the duties of this position, • Willing to undergo a hiring background checkEducation & Experience This is an in-office position and is full-time (30-40 hrs. per week). Hours are between 9AM and 5PM. $27-30/hr. to start DOE (re-evaluation after 90-day introductory period). We’re Hiring Immediately – Be Part of Our Team! Office located in Oakland. Local applicants only. No relocation assistance offered. Following the review of your resume, completion of the online assessment is a mandatory step in order to proceed further in the selection process.

Job Description As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Wealth Planner to join our award-winning team! If you're ready to elevate your career and contribute to a firm that is committed to being culture-first, client-centric, and innovative, we want to hear from you. We are building the leading wealth management firm in the nation and guiding people to achieve their full potential. Our ideal candidate is an analytical, detail-oriented, and service-focused financial professional with a passion for comprehensive financial planning. You'll play a critical role in developing detailed financial plans for our clients and supporting Wealth Advisors. You should have a proven track record of creating sophisticated financial plans and a desire to deepen your expertise across complex wealth management topics. This role is perfect for someone who is exceptionally analytical, a great listener, and can articulate complex financial concepts to clients in a clear and relatable way. You have an unwavering commitment to making a positive impact on clients' lives, helping them realize true wealth and secure their legacy. Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. Day-to-Day as a Wealth Planner: • Design and deliver comprehensive, tailored financial plans to high-net-worth individuals, executives, business owners, and families., • Master data gathering, scenario building, and case design to address complex client needs, including estate planning, tax optimization, and wealth transfer., • Solve client requests via research and Salesforce case entry., • Present financial plans and analyses to clients in a clear, compelling manner, ensuring they have confidence in their financial future., • Support Lead Advisors and Wealth Advisors with technical expertise during client meetings and strategic planning sessions., • Innovate and streamline existing financial planning processes to enhance efficiency and client outcomes., • Participate in professional development with the ability to advance to a Wealth Advisor role. What You Bring as a Wealth Planner: • 3-5 years of proven experience in a financial planning or wealth management associate role., • Must have passed the CFP or CFA exams., • Exceptional analytical skills and a deep knowledge base across investments, economics, accounting, and financial planning., • Outstanding written and verbal communication skills, with the ability to influence and present to clients and colleagues., • Proficiency with Microsoft Office Suite, with the ability to create complex and impactful presentations and analyses., • Familiarity with financial software, including Salesforce, eMoney, MoneyGuidePro, Holistiplan, and Hidden Levers., • A sincere desire to make a difference in your clients' lives, demonstrated through your own volunteer journey., • Experience in a support role, steering client relationships that drive results. Job Type: Full-time, salaried exempt Location: This position is based out of our office in San Francisco. Hybrid; in-office 3 to 4 days per week. Salary: $100,000 base with $24,000 in annual bonus eligibility, paid in quarterly increments. Please submit your cover letter and resume outlining your detailed experience of proven success within wealth management to Tina Kunze at . Be sure to share one of your favorite volunteer projects, too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.

About the Role Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance. Key Responsibilities CFO Function: • Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance, • Manage internal controls, financial reporting, and investor communications, • Advise the CEO and support long-term planning and growth strategy, • Oversee financial statement preparation and cash flow analysis, • Direct and mentor accounting and finance staff Capital Markets Function: • Lead all equity and debt fundraising initiatives, • Manage investor relationships, including family offices, institutions, and private clients, • Oversee creation of offering materials, investor reporting, and presentations, • Structure investment vehicles, analyze returns, and support the Investment Committee, • Develop and execute strategies to expand the firm’s investor base Qualifications • 8+ years of experience in real estate capital markets, accounting, and finance, • Proven ability to raise capital and manage investor relationships, • Strong technical proficiency in financial modeling and reporting, • CPA, CMA, or MBA preferred, • Experience with Yardi and advanced Excel required, • Strong leadership, communication, and relationship management skills Compensation Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.

Job Description Upbound is the company behind Crossplane, the open source project which started the control plane revolution in the cloud native community. Upbound is redefining how modern infrastructure is built. As the creators of Crossplane and the pioneers of the Intelligent Control Plane, we are leading the shift toward agentic infrastructure: platforms that reason, adapt, and operate alongside AI-native systems. As Upbound enters its next stage of growth, we are seeking a Head of Finance, Accounting, and Business Operations to guide the company through its next chapter of growth. This is a pivotal leadership role responsible for leading financial strategy, ensuring operational excellence, and providing business insights that shape the company's trajectory. You will work directly with the CEO, Board of Directors, and senior leadership team to manage the company's financial health, oversee core business operations, and scale the infrastructure needed for global growth. The ideal candidate blends strategic leadership with hands-on operational expertise, and thrives in high-growth, venture-backed environments. What You'll Do Strategic Leadership & Investor Relations • Partner with the CEO and Board of Directors to provide clear, data-driven insights into company performance, risks, and opportunities., • Lead financial planning and reporting for board meetings, fundraising processes, and investor updates., • Contribute to long-term strategic planning and resource allocation decisions.Financial Strategy & FP&A, • Build and scale the FP&A function to deliver robust forecasts, budgets, and scenario modeling., • Design and operationalize financial models that support consumption-based and hybrid pricing structures., • Develop and maintain automated dashboards and BI systems to connect operational metrics to financial outcomes., • Partner with Product and GTM leadership to model usage, margins, and unit economics in real time., • Implement modern FP&A and finance systems (e.g., Mosaic / HiBob, Cube, Pigment, or Anaplan) to improve accuracy and speed of reporting., • Provide actionable insights that inform executive and board-level decision-making.Accounting & Compliance, • Oversee global accounting operations, including ledgers, AR/AP, payroll, and cash management., • Ensure compliance with US GAAP and international accounting standards., • Lead external audits, tax preparation, and regulatory filings across multiple jurisdictions.Business Operations & Systems, • Design and implement scalable processes, systems, and controls across finance and operations., • Partner with Sales, People, and other teams to operationalize revenue recognition (ASC 606), commissions, and compensation programs., • Drive cross-functional initiatives to improve efficiency, automation, and decision-making., • Build a unified data layer and reporting infrastructure to enable faster, better decision-making across teams., • Own company-wide OKR cadence, resource planning, and annual operating plan execution., • Act as the connective tissue between functions — ensuring strategic goals translate into aligned budgets, systems, and measurable outcomes.What You'll Bring, • 8+ years of progressive finance and operations experience, with 3+ years in senior leadership roles., • 4 years of experience in enterprise software, cloud, or infrastructure companies., • Proven track record scaling finance, accounting, and business operations functions through Series C or later in venture-backed startups., • Experience building financial models and systems for usage- or consumption-based SaaS businesses., • Strong understanding of how to apply AI in a finance and operations context, including tools for forecasting, automation, analysis, and decision support., • Strong foundation in US GAAP and compliance; Big 4 public accounting background highly valued., • Demonstrated success leading board and investor communications., • Advanced technical and analytical skills (Excel, BI tools, SaaS financial systems)., • Experience implementing or optimizing modern FP&A systems (e.g., Anaplan, Pigment, Mosaic, Cube)., • Excellent organizational, written, and verbal communication skills., • Bachelor's degree in Finance, Accounting, or Economics; MBA, CPA, or CFA strongly preferred.A plus if you:, • Experience in remote or distributed-first organizations., • Familiarity with open source, developer tooling, or cloud-native ecosystems. #LI-REMOTE Why Upbound? At Upbound, you'll help shape the systems and strategies that drive predictable, scalable growth in a product-led company embracing usage-based models. If you're excited to build from the ground up, work with cutting-edge cloud technologies, and directly impact how revenue is generated and scaled—this is your seat at the table. About Upbound Upbound is pioneering infrastructure platforms for the Agentic AI Era, serving Fortune 500 companies and platform engineers across more than 100 countries. The company empowers infrastructure and platform teams with Intelligent Control Planes - based on Kubernetes and Crossplane - that provision, operate, and adapt so platforms are ready for both humans and AI agents. Upbound is the creator and primary maintainer of Crossplane, the popular open-source framework for building cloud-native control planes, with over 100 million downloads and adoption by more than 1,000 teams worldwide. A Series B startup backed by GV (formerly Google Ventures), Altimeter Capital, and Intel Capital, Upbound has raised $69M to date. For more information, visit .

Job Description Staff Tax Accountant We are looking for a Staff Tax Accountant to join our team! Ideally, we are looking for a candidate with a strong passion for accounting, but also desires stimulating interactions with people. Staff Tax Accountants at SLP enjoy a clear career track with specific opportunities for advancement. We do not work remote since our jobs are complex and require team work. Responsibilities and Opportunities: • Interact professionally and courteously with clients to obtain information, accurately input historical data with backup, review tax returns for complex individual, trust, corporation, and partnership clients, and ensure the accuracy of all work prepared., • Work directly with owners, CEO’s, and other controllers for small and medium sized businesses located in the US and around the world., • Maintain a strong presence in the San Francisco business community by attending various business networking functions and educational seminars., • Gain extensive experience in public accounting in a firm that cares sincerely about the long-term development of their employees., • Degree in Accounting from a U.S. University, • Basic computer skills, • Good oral and written communication skills Pay: $64,480.00 - $125,000.00 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Life insurance, • Paid time off

Job DescriptionTax Senior Accountant Job Title: Tax Senior Accountant Locations: San Francisco, San Leandro, San Mateo, CA Salary: $90,000-$120,000 Requirements: Active CPA/EA or CPA candidate, at least 5+ years of public accounting experience, currently a Tax Manager or Supervisor, Generalist background with no hyperfocus in one area We are a fast-growing, full-service, community minded accounting, advisory and outsourced accounting firm. We also help clients plan for their future through retirement and wealth management services. With offices based in San Francisco, San Leandro, San Mateo, and Menlo Park we are looking to add an Audit Manager to either our SF or San Leandro locations. If interested, please apply today or email your resume to for immediate consideration! -- We are also hiring Tax Manager level candidates-- Required: -Active CPA/EA or CPA candidate -At least 3+ years of Public Accounting exp. -Generalist background with no hyperfocus in one area Strongly Preferred: -Master's in Taxation -Experience with individuals and businesses Benefits • 100% of dental and vision insurance coverage, • 90% of Medical Insurance, • 15%-25% annual bonuses, • 401k Matching -Cell phone coverage • Gym Membership, • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 09/10/2024 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job DescriptionTax Manager We are a well-established CPA firm based in Oakland, specializing in serving High Net Worth individuals, family offices, and real estate investors and developers. With a reputation for personalized service and deep industry expertise, we pride ourselves on being trusted advisors to our clients, helping them navigate complex tax landscapes and build long-term financial success. Position Overview: We are seeking a highly motivated and experienced Tax Manager to join our growing team. This role is ideal for someone who thrives in a client-facing environment and has a strong background in individual and real estate taxation. You'll lead engagements, manage client relationships, and mentor junior staff while contributing to strategic tax planning and compliance. Key Responsibilities: • Manage and review complex tax returns for High Net Worth individuals, partnerships, trusts, and real estate entities., • Provide proactive tax planning and consulting services tailored to client needs., • Lead client engagements and maintain strong relationships with clients and their advisors., • Supervise, train, and mentor staff accountants and senior associates., • Stay current on tax law changes and communicate implications to clients and team members., • CPA license required., • 5+ years of public accounting experience, with a focus on individual and real estate taxation., • Strong technical knowledge of federal and California tax laws., • Experience with complex partnership structures, 1031 exchanges, and passive activity rules., • Excellent communication and interpersonal skills., • Ability to manage multiple priorities and deadlines in a fast-paced environment., • Base ($145,000-$185,000) + Bonus, • 401k Match, • Full Medical, Dental & Vision, • 3 weeks PTO, 10 Paid Holidays, • HSA & FSA accounts, • Hybrid Schedule - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.This job was first posted by CyberCoders on 11/06/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job DescriptionSupervising Tax Senior opening - Top 100 firm, 5-10% year over year raises, strong culture, annual bonuses, exposure to many industries. This Jobot Job is hosted by: Jeffrey Skarvan Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Our client, a Top 100 CPA firm with a strong regional presence, values its employees and fosters a positive culture. They prioritize their people, promoting a healthy work-life balance that supports personal well-being and family life. Their goal is for you to focus on delivering exceptional service to the local community and clients. Why join us? • Competitive Compensation!, • 401K w/matching!, • Best Benefits in the Industry!, • Accelerated Partner Track!, • Work/Home Balance!, • Continued Education!, • Positive Work Environment! Job Details Job Details: We are seeking a dynamic and experienced Supervising Senior Tax professional to join our fast-paced financial team. This is an excellent opportunity to take your career to the next level, working with a team of dedicated professionals in a thriving and exciting industry. The successful candidate will be responsible for overseeing the tax department, providing expert tax planning advice, and ensuring compliance with all relevant tax laws and regulations. This role requires a strong leader with excellent communication skills, who can mentor and develop junior staff, while also managing their own workload. Responsibilities: • Supervise and manage the tax department, ensuring all work is completed accurately and on time., • Provide expert tax planning advice to clients, helping them to minimize their tax liabilities and ensure compliance with all relevant laws and regulations., • Develop and implement tax strategies that align with the company's business objectives., • Train, mentor, and develop junior staff, providing them with the skills and knowledge they need to excel in their roles., • Oversee the preparation and review of tax returns, ensuring they are accurate and compliant., • Liaise with external auditors and tax authorities as required., • Stay abreast of changes in tax laws and regulations, ensuring the company and clients are always compliant., • Bachelor's degree in Accounting, Finance, or a related field. A Master's degree or CPA certification is highly desirable., • Minimum of 5+ years of experience in a senior tax role, with proven experience supervising and training staff., • Strong knowledge of tax accounting, tax compliance, and all related tax issues., • Excellent leadership and team management skills, with the ability to mentor and develop junior staff., • Strong analytical and problem-solving skills, with the ability to interpret complex financial data., • Excellent communication and interpersonal skills, with the ability to liaise effectively with clients, auditors, and tax authorities., • Strong organizational skills, with the ability to manage multiple tasks and deadlines., • Proficiency in relevant tax software and Microsoft Office Suite., • Strong commitment to professional and client service excellence., • Ability to work in a fast-paced environment and adapt to changing business needs. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description We are looking for a detail-oriented Staff Accountant to join our team in Oakland, California. In this role, you will play a key part in maintaining accurate financial records, ensuring compliance with tax regulations, and supporting the overall accounting functions of the organization. The ideal candidate thrives in a fast-paced environment and is committed to delivering precise and timely financial data. Responsibilities: • Manage full-cycle AP for properties, construction, corporate, and family office., • Ensure timely invoice coding, entry, and payment; resolve discrepancies and liaise with vendors., • Maintain accurate AP aging, clear outstanding items, and share weekly summaries; oversee offshore team outputs., • Perform monthly bank reconciliations, resolve variances, and assist with wires and receipts., • Support month-end close: verify trial balances, reconcile credit cards, prepare schedules, and ensure timely reporting., • Handle internal billing, intercompany transactions, and variance analysis., • Track insurance, loans, property taxes, and manage compliance requests., • Assist property onboarding and financial handoffs., • Act as vendor liaison, delegate offshore tasks, and ensure quality control., • Analyze expense variances, support payroll billbacks, and complete ad hoc projects., • Bachelor’s in Accounting., • 1–2 years in accounting/AP; real estate or construction preferred., • General ledger analysis experience., • Skilled in accounting software (Yardi a plus) and Excel., • Strong organization, detail orientation, and deadline management., • Excellent communication and teamwork across time zones., • Comfortable managing offshore support in a structured environment.

Job Description About Us Symbolica is an AI research lab pioneering the application of category theory to enable logical reasoning in machines. We're a well-resourced, nimble team of experts on a mission to bridge the gap between theoretical mathematics and cutting-edge technologies, creating symbolic reasoning models that think like humans – precise, logical, and interpretable. While others focus on scaling data-hungry neural networks, we're building AI that understands the structures of thought, not just patterns in data. Our approach combines rigorous research with fast-paced, results-driven execution. We're reimagining the very foundations of intelligence while simultaneously developing product-focused machine learning models in a tight feedback loop, where research fuels application. Founded in 2022, we've raised over $30M from leading Silicon Valley investors, including Khosla Ventures, General Catalyst, Abstract Ventures, and Day One Ventures, to push the boundaries of applying formal mathematics and logic to machine learning. Our vision is to create AI systems that transform industries, empowering machines to solve humanity's most complex challenges with precision and insight. Join us to redefine the future of AI by turning groundbreaking ideas into reality. About the role You will own the day to day financial backbone of Symbolica from our Dallas office and build the control environment that lets the business scale cleanly across the US and internationally. This role runs core accounting, close, reporting, and revenue recognition while coordinating audit, tax, and multi-entity operations with external partners. You will manage our bookkeeping team and outside finance support, impose rigor without slowing the company down, and ensure leadership always has accurate numbers, clear variance explanations, and no surprises. 📍 Our Dallas office is located at 1722 Routh Street. Your focus • Own the monthly close and reporting cadence across all entities: GL integrity, reconciliations, accruals, consolidations, and management reporting with tight timelines., • Lead revenue accounting and revenue recognition: contracts review, billing and collections coordination, deferred revenue, usage based or subscription logic, and documentation that stands up to audit., • Manage cash and working capital: forecasts, burn tracking, vendor payment workflows, spend controls, and ongoing visibility for COO and leadership., • Run audit and compliance execution: coordinate external auditors, prepare schedules, maintain supporting documentation, and upgrade internal controls as the company grows., • Own tax operations across jurisdictions with advisors: income tax provision support, state nexus and registrations, sales and use tax, VAT where relevant, and transfer pricing readiness., • Manage the finance operations stack and people: lead bookkeepers and external finance partners, improve systems , automate where possible, and set clear operating rhythms. About you • 5+ years in accounting or finance with controller or senior accounting ownership at a scaling company, with hands-on responsibility for close and audit., • Strong international exposure across multi-entity and cross-border operations, including coordination with global tax advisors and comfort with VAT and foreign registrations., • Deep knowledge of US GAAP and practical revenue recognition experience, with a track record of building defensible policies and documentation., • Operationally sharp and systems-oriented: you know how to design clean workflows, maintain a high signal GL, and make the close faster and more reliable over time. Symbolica is an equal opportunities employer. We celebrate diversity and are committed to creating an inclusive environment for all employees, regardless of race, gender, age, religion, disability, or sexual orientation.

Job DescriptionSalary: $25/Hour Temporary Part-Time Tax Preparer Position Mission Economic Development Agency MEDA Hours: 3 days a week (Friday and Saturday required) Supervisor:Tax Program Manager Start Date:January 15, 2026 Compensation: $ 25/Hour Apply Here: JOIN OUR MEDA TEAM Mission Economic Development Agency (MEDA) is a community-based, local economic development organization that, for over 40 years, has engaged individuals and small businesses in community-building strategies that together lead to appropriate and equitable economic development in the Mission District. MEDA primarily serves low-income clients, focusing on the Latino and/or Spanish-speaking community. In accomplishing its mission, MEDA is involved in small business assistance, financial capability, tax preparation, public benefits, homeownership services, and workforce development. Since 2010, MEDA has coordinated the tax program for the Human Services Agency, managing 4 sites in the City of San Francisco, providing free tax preparation services to low-income families and individuals. This effort has brought more than $30 million to the community by preparing more than 24,000 tax returns and engaging low-income folks in a long-term path toward financial capability. The VITA site offers free tax assistance to low-income families and connects them to other asset development services such as public benefits, affordable financial products, and management of personal finances, among others. The Tax Preparer will coordinate the delivery of asset development information, services, and products to tax program clients. DUTIES & RESPONSIBILITIES • Connect clients to relevant asset development services at Plaza Adelante by referring to the intake and assessment forms., • Actively engage and connect clients to asset-building product and service opportunities at multiple points during the tax preparation process., • Assist clients in making connections to appropriate services/providers at the site., • Work closely with all team members at the tax site, including site coordinators, volunteers, program staff, partners, and clients, to generate a cohesive asset-building delivery process., • Monitor and track the uptake rate of products and services offered., • Assist with the preparation, communication, and reports by collecting and summarizing data., • Promote asset-building products and services by coordinating and creating materials for the tax site., • Support client connections to other asset-building services., • Other duties as assigned YOUR KEYS TO SUCCESS To perform successfully in this role, you will need to leverage these key qualifications: • Previous experience with asset development services, such as banking the unbanked, credit, debt management, savings, and/or financial capability., • Strong written and verbal communication skills in English and Spanish., • Strong initiative and project follow-through., • Cultural competence in working with diverse populations, including communities of color, immigrants, LGBT communities, and persons of various ages, socioeconomic backgrounds, health statuses, and abilities., • Ability to work flexible hours, including evenings and Saturdays., • Commitment to social justice and asset building for low-income populations., • IRS Basic/Advanced certification level for the VITA program preparation, • A bachelor's degree in Accounting, Finance, Education, and/or Communications is desirable but not mandatory., • Sales experience preferred., • Previous experience in the VITA / TCE free tax preparation Program, • Previous experience with screening for Public Benefits., • Ability to provide over-the-phone and in-person support, • Bilingual Spanish-English fluency is required; must be able to speak and write fluently in Spanish. YOUR MEDA EXPERIENCE Do meaningful work in an innovative workplace while being challenged for your professional growth. Joining MEDA means havingmeaningfulexperiences thatdevelopachievers from across the Mission neighborhood and from within our organization. We find meaning and fulfillment in our work as we see our community thrive and are driven to achieve better outcomes by challenging ourselves to innovate in our ways of working. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Job Description Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high-profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more. Why Rosendin?Committed. Innovative. Engaged. If you're looking to take your career to the next level and work with some of the best and brightest in the industry, we want to hear from you. Since our founding over 100+ years ago, Rosendin has been driven to positively impact the communities where we live and work. We are an organization built on integrity and we have a culture that empowers people, embraces diversity, and inspires everyone to do their best. As one of the largest EMPLOYEE-OWNED electrical contractors in the United States, you will have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success. When our people succeed and fuel our success, we reward them. We'd love to have you as a shareholder! YOUR NEXT OPPORTUNITY: The Assistant Project Accountant is responsible for assisting Project Accountant in providing financial services to the project including contract review, billings, work-in-place reporting, subcontractor and general condition payments, and cash reporting WHAT YOU'LL DO: * Assist with preparing and posting monthly progress billings. * Ensure adherence to all contractual billing requirements. * Assist with the updating and weekly distribution of Productivity Rate tracking spreadsheets. * Support preparation of cash position/projection analysis. * Provide support for periodically audit billings on projects to ensure all cost has been submitted for payment. * Assist operations to prepare monthly cost at completion estimates. * Provide support for monthly cost at completion review meeting with Operations and Finance. * The duties and responsibilities are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing and other duties will be assigned based on the position's role within the business unit. WHAT YOU'LL NEED TO BE SUCCESSFUL: * Knowledge of Oracle Enterprise Business Suite or other enterprise level finance package preferred * Ability to prioritize and manage multiple tasks, changing priorities as necessary * Able to work under time pressure and adapt to changing requirements with a positive attitude * Interact effectively and professionally with all levels of employees, both management and staff alike, vendors, clients, and other * Teamwork and collaboration * Proficient in using a computer and Microsoft Office (Outlook, Word, Excel, etc.); Oracle preferred * Effective oral and written communication skills * Self-motivated and proactive WHAT YOU BRING TO US: * Associate degree in Finance, Accounting, or related field * 3+ years project management support experience, preferably in a construction environment * Can be a combination of education, training, and relevant experience TRAVEL: * Up to 10% WORKING CONDITIONS: * General work environment - sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work is conducted primarily indoors with varying environmental conditions such as fluorescent lighting and air conditioning * Noise level is usually low to medium; it can be loud on the jobsite. * We fully comply with the ADA and applicable state law, including considering reasonable accommodation measures that may enable qualified disabled applicants and employees to perform essential functions. * Occasional lifting of up to 30 lbs. Rosendin is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, pregnancy, age (over 40), or any other categories protected by applicable federal, state, or local law. YOU Matter - Our Benefits * ESOP - Employee Stock Ownership * 401K * Annual bonus program based upon performance, profitability, and achievement * 17 PTO days per year plus 10 paid holidays * Medical, Dental, Vision Insurance * Term Life, AD&D Insurance, and Voluntary Life Insurance * Disability Income Protection Insurance * Pre-tax Flexible Spending Plans (Health and Dependent Care) * Charitable Giving Match with our Rosendin Foundation Pay Range $31.30-$41.50 Hourly The pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate's pay can vary based on location, job-related experience, skills, and education. Our success is rooted in our people. We all come together around long-term vision and a sense of shared ownership. As a group, we do whatever it takes to ensure the success of our business and your career. Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Job Description About the California Academy of Sciences The California Academy of Sciences is a globally renowned scientific and cultural institution located in the heart of San Francisco's Golden Gate Park. Home to a world-class planetarium, aquarium, research center, and natural history museum—all under one living roof—our mission is to regenerate the natural world through science, learning, and collaboration. Our extensive collections span plants, animals, fossils, and cultural artifacts from across the globe and throughout history. We are a diverse team of leading biodiversity scientists, educators, storytellers, designers, and communicators who work collaboratively to advance knowledge and inspire action through science and storytelling. When you join the California Academy of Sciences, you become part of a mission-driven community that values curiosity, collaboration, and innovation. Whether you're working behind the scenes in research or engaging the public on the museum floor, your work will help connect people to the natural world and empower them to protect it. About the Opportunity The Associate Accountant is a key member of the Accounting team reporting to the Senior Accountant. This position participates in various areas of the accounting process in accordance with U.S. GAAP, including cash management, fixed assets, prepaid expenses, expense accruals, month-end close, account reconciliations, and financial statement reporting. The Associate Accountant also develops working relationships and serves as the first point of contact for business partners, collaborating closely with other teams, such as Advancement, Sales, FP&A, Financial and Operational Accounting, and our external auditors and tax team Organizational Culture Join a team dedicated to the Academy's mission, vision and values! Currently, the Academy has a new strategic plan including three initiatives – Hope for Reefs, Thriving California, and Islands 2030 – that leverage biodiversity science, environmental learning, and collaborative engagement to regenerate fragile ecosystems around the world. Learn more at . We hope you are inspired by what we do and are excited to contribute to our mission. The mission of the California Academy of Sciences is to regenerate the natural world through science, learning, and collaboration. The Academy is looking for candidates who do great work, and we know they may come from a number of different backgrounds and experiences. We encourage you to apply even if you do not believe you meet every qualification for the position. This position is based in San Francisco, California. Staff are currently expected to work from the Academy offices at least 2-3 times per week, which may fluctuate based on business needs. About the Business & Finance Division The Business & Finance Division believes that providing valuable insight to our Academy partners enables them to achieve the Academy's mission. To do this, we support our colleagues and each other so that we can accomplish the Academy's mission together, we anticipate and respond quickly to the needs of our partners, we build trust in our partners that fosters collaborative relationships, and we deliver timely and accurate information to our partners so that they can make better decisions. Key Responsibilities • Participate in the period-end close procedures, by preparing basic to moderate general ledger journal entries and supporting workpapers, maintaining thorough and audit-ready documentation, • Prepare account reconciliations to validate ending balances and account activity, ensuring reconciling items are identified and resolved in a timely manner, • Review period-end financial results and variance analysis as compared to budget, prior year, year-end, and prior quarter for assigned financial statement line items, preparing business explanations for all changes in balances, • Prepare schedules and reports in support of the annual financial statement audit and tax Form 990; all schedules prepared must be thoroughly documented and audit ready, • Develop working relationships with fellow team members and business partners and serve as first point of contact for business partners, • Participate in documenting internal control process narratives using the COSO-13 framework as the basis for design and evaluation, • Work on any accounting, financial project/analysis, or ad-hoc research as required EXPERIENCE and/or EDUCATION: • Bachelor's degree in Accounting, Finance, or a related field, • 0-2 years of relevant accounting experience in either public accounting or corporate accounting, or a combination of both, • Basic knowledge of Generally Accepted Accounting Principles (GAAP), • GSuite and Excel skills (maintaining spreadsheets and employing basic formulas), • Strong attention to detail and accuracy in all work, • Effective time management skills to proactively manage workload and meet deadlines, • Solid organizational skills and ability to track and prioritize multiple tasks, • Clear written and verbal communication skills to disseminate information and ask questions, • Ability to work both independently and collaboratively in a team environment, • Strong analytical and critical thinking skills to identify available resources to determine the best course of action for non-standard transactions, • Ability to adapt quickly to new systems, processes, and technology Schedule: Full-time, 40 hours per week How to Apply: Interested candidates should submit a resume and application through our Careers Page portal. The California Academy of Sciences will give full consideration for employment to all qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance (SF Police Code, Article 49).

Job Description About the California Academy of Sciences The California Academy of Sciences is a globally renowned scientific and cultural institution located in the heart of San Francisco's Golden Gate Park. Home to a world-class planetarium, aquarium, research center, and natural history museum—all under one living roof—our mission is to regenerate the natural world through science, learning, and collaboration. Our extensive collections span plants, animals, fossils, and cultural artifacts from across the globe and throughout history. We are a diverse team of leading biodiversity scientists, educators, storytellers, designers, and communicators who work collaboratively to advance knowledge and inspire action through science and storytelling. When you join the California Academy of Sciences, you become part of a mission-driven community that values curiosity, collaboration, and innovation. Whether you're working behind the scenes in research or engaging the public on the museum floor, your work will help connect people to the natural world and empower them to protect it. About the Opportunity Reporting to the Senior Manager, Financial Accounting, this position focuses on ensuring proper revenue recognition and CAPEX vs. OPEX reporting according to US GAAP, preparing complex journal entries and reconciliations, and reviewing the work of junior members of the team. The Senior Accountant will collaborate with other teams, such as Development, Sales, FP&A, Financial and Operational Accounting, and our external financial statement auditors Organizational Culture Join a team dedicated to the Academy's mission, vision and values! Currently, the Academy has a new strategic plan including three initiatives – Hope for Reefs, Thriving California, and Islands 2030 – that leverage biodiversity science, environmental learning, and collaborative engagement to regenerate fragile ecosystems around the world. Learn more at . We hope you are inspired by what we do and are excited to contribute to our mission. The mission of the California Academy of Sciences is to regenerate the natural world through science, learning, and collaboration. The Academy is looking for candidates who do great work, and we know they may come from a number of different backgrounds and experiences. We encourage you to apply even if you do not believe you meet every qualification for the position. This position is based in San Francisco, California. Staff are currently expected to work from the Academy offices at least 2-3 times per week, which may fluctuate based on business needs. Please do not apply if you are not able to work onsite. Key Responsibilities • Participate in the period-end close procedures, to include the preparation of general ledger journal entries and supporting documentation that is audit ready., • Manage the period-end close process, to include providing the close calendar to the accounting team, coordinating activities related to the close process, and facilitating the monthly close meetings with the Accounting and FP&A teams., • Review journal entries, account reconciliations, and ad hoc analyses/projects prepared by junior members of the team., • Review period-end financial results and variance analysis as compared to budget, prior year, year-end, and prior quarter., • Develop and maintain the account reconciliation process. Ensure that all account reconciliation procedures comply with US GAAP. Process must include adequate documentation such as account reconciliation summary and documentation of accounting entries for manager/supervisor review., • Prepare account reconciliations and identify/resolve reconciling items in a timely manner., • Prepare schedules and reports in support of the annual and interim audit; all schedules prepared must be adequately documented., • Serve as the primary liaison to external auditors for interim and year-end audit work, coordinate all audit requests, and ensure that all deliverables for the audit are met in a timely manner., • Assist in the preparation of the quarterly and annual financial statements and annual tax Form 990., • Assist in the preparation of the annual budget and periodic forecasts for assigned line items within the Accounting Department., • Develop accounting procedures for new processes and prepare procedures/guidelines for other departments to ensure compliance with company policies and US GAAP. Once the process is finalized, responsible for communicating to appropriate users and business partners., • Identify and implement process improvements and strive to follow best practices to enhance the quality, efficiency, and effectiveness of individual and team work products., • Work on any accounting, financial project/analysis, or ad-hoc research as required., • Perform other job-related duties as assigned. EXPERIENCE and/or EDUCATION: • Bachelor's Degree in Accounting, Business, or Finance-related field., • Minimum of 3+ years of relevant accounting experience in either public accounting or a combination of public accounting and corporate accounting experience., • Moderate understanding of complex accounting concepts, including a good working knowledge of US GAAP to include revenue recognition, contingencies, balance sheet classifications, etc., • Intermediate knowledge of Excel, required., • Ability to work as part of a team or collaborate well with team members and external collaborators (if applicable) to accomplish mutual goals., • Ability to work efficiently and communicate with staff, cross-functional teams, and external customers from different identities and experiences., • Ability to bring new ideas, create inventive solutions, and find efficiencies to transform manual or detailed processes. Schedule: Full-time, 40 hours per week How to Apply: Interested candidates should submit a resume and application through our Careers Page portal. The California Academy of Sciences will give full consideration for employment to all qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance (SF Police Code, Article 49).

Job DescriptionTax Preparer opportunity available with growing CPA firm based out of the Bay area! - on-site schedule, CPA growth advancement! This Jobot Job is hosted by: Marcus Curiel Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $70,000 - $130,000 per year A bit about us: We are a boutique accounting and tax advisory firm that specializes in serving both domestic and international businesses and individuals. Our core services include tax strategy and compliance, financial planning, accounting oversight, and consulting on complex cross-border and entity-structuring issues. We work behind the scenes—never seeking recognition—but ensure clients’ financial operations are optimized, compliant, and aligned with their long-term growth goals. We are growing and looking for a Tax Preparer to join our team! Why join us? • Strong reputation in the community., • Great leadership and company culture., • Excellent opportunity to join a growing organization., • Comprehensive benefits & compensation package. Job Details Key Responsibilities • Prepare and assist in reviewing individual, partnership, corporate, and trust tax returns, • Support senior staff on complex domestic and international tax engagements, • Conduct research on tax laws and regulations to support accurate and compliant filings, • Perform general accounting and financial statement preparation as needed, • Collaborate with the in-office team to solve unique client challenges, • Strong foundation in accounting principles; formal accounting education required, • Some exposure to tax preparation or coursework preferred, • Excellent written and verbal communication skills, • Highly detail-oriented and committed to quality and accuracy, • Willingness to pursue the CPA license (firm supports and encourages exam preparation), • Ability to work full-time in person at the San Francisco office (8:30 a.m. start time) Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description Crusoe's mission is to accelerate the abundance of energy and intelligence. We’re crafting the engine that powers a world where people can create ambitiously with AI — without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that’s setting the pace for responsible, transformative cloud infrastructure. About the Role: We are seeking a highly experienced Director of Stock Administration to lead and scale Crusoe’s equity compensation, option, and share plan operations. In this role, you will oversee stock plan governance, coordinate with legal and finance, manage relationships with third-party equity administration platforms, and serve as the strategic lead on all things equity and stock operations. You will partner closely with leadership, HR, legal, and finance to ensure compliance, accurate reporting, and program optimization as we scale. This role will be based in San Francisco, CA, with the ability to come into the office 5x/week. What You'll Be Working On: * Own the design, implementation, and ongoing administration of Crusoe’s equity compensation programs (e.g. stock options, RSUs, ESPP, performance shares). * Serve as the primary contact with equity plan service providers/administrators (e.g. Carta, Shareworks, etc.), ensuring alignment, quality, and system integrations. * Oversee stock plan governance, including drafting and maintaining plan documents, amendments, board/committee approvals, and compliance with securities laws, tax, and accounting rules. * Lead quarterly and annual equity and compensation reporting (409A, ASC 718, deferred compensation, tax withholding) in collaboration with accounting and finance. * Build and maintain scalable, efficient processes, controls, and standard operating procedures for grant issuance, vesting, exercises, cancellations, terminations, transfers, and forfeitures. * Partner with internal stakeholders (HR, Legal, Finance, Payroll) to ensure alignment and integration of equity workflows (onboarding, offboarding, payroll withholding, tax reporting). * Monitor regulatory, tax, and accounting developments related to equity, and drive implementation of necessary changes to processes or policies. * Serve as the subject matter expert and internal consultant for equity matters — responding to executive or board inquiries, supporting audits, and advising on compensation strategy as needed. * Define and track key metrics (grant turnaround times, error rates, disclosures, participant queries) and build dashboards for leadership visibility. What You'll Bring to the Team: * 10+ years of hands-on experience managing equity plan operations, ideally at high-growth companies. * Deep technical understanding of stock plan documentation, equity instruments (options, RSUs, performance shares), and all stages of the equity lifecycle. * Strong familiarity with U.S. securities law, tax withholding, ASC 718 / IFRS equity accounting, 409A valuation, and global equity complexities. * Track record working with third-party equity platform providers (e.g. Carta, Shareworks, E*Shares, etc.). * Experience integrating equity operations with HRIS, payroll, ERP, and other internal systems. * Strong process orientation and ability to build scalable, documented, high-quality workflows and controls. * Exceptional cross-functional collaboration skills — able to communicate with finance, legal, HR, and executive teams. * Leadership experience: ability to manage, mentor, and scale a team. * Highly detail oriented and analytical: able to catch discrepancies, foresee risks, and continuously improve systems. * Excellent communication skills — able to explain complex equity concepts to non-technical partners, and confident interacting with senior leadership and board. * Bachelor’s degree in Finance, Accounting, Business, Law, or related field (or equivalent experience). Advanced degree or relevant certification (e.g. CPA, CFA) a plus. Benefits: * Industry competitive pay * Restricted Stock Units in a fast growing, well-funded technology company * Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents * Employer contributions to HSA accounts * Paid Parental Leave * Paid life insurance, short-term and long-term disability * Teladoc * 401(k) with a 100% match up to 4% of salary * Generous paid time off and holiday schedule * Cell phone reimbursement * Tuition reimbursement * Subscription to the Calm app * MetLife Legal * Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $188,00 -$235,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.

Job Description The Controller will be responsible for management of the accounting department and the internal controls of a dynamic, growing company. The successful candidate will manage a high performing team and act as a key point person for the executive staff, board of directors and investors. Professional Responsibilities: • Responsible for all aspects of the day-to-day activities of the accounting department, including the accounting close process, accounts payable, payroll and equity administration. Oversight of the accounting department also includes accurate preparation of financial accounting results and the evaluation, implementation and maintenance of financial software and systems, • Oversees the technical accounting function which serves as the technical subject matter expert to include: developing, maintaining and enforcing accounting policies and procedures in accordance with US GAAP and other authoritative literature; leading analysis of the application of technical accounting standards to complex business issues and transactions and providing well-supported documentation of positions and conclusions; and overseeing SEC reporting guidelines, • Keeps informed of current developments in the field of US GAAP standards, other authoritative standards, new legislation, professional trends, and technological advances within biopharmaceutical industry, • Ensure the timely and accurate preparation of monthly, quarterly and annual financial statements (and related footnote disclosures) in accordance with US GAAP, • Oversee the SEC reporting function which is responsible for the timely and accurate preparation of external financial reporting, including the drafting and finalization of Forms 10-Q, 10-K and other SEC filings as required, in compliance with SEC regulations and US GAAP disclosure requirements, • Serve as primary contact for and manage external audit and tax service providers, • Oversees the design of internal control program and leads team to implement and perform the appropriate control functions to allow for a strong control environment. This also includes execution and testing of controls to ensure overall compliance with SOX 404 requirements and management certifications, • Manage treasury functions and cash flow management, • Responsible for stock administration and recordkeeping, • Oversee risk management to include business insurance renewals, • Assist in the preparation of budgets and forecast, • Oversee tax planning, compliance and filings, including corporate income tax, sales and use tax and VAT, • Manage, mentor and develop a high performing team to include defining the strategic direction of the accounting organization in line with the Company vision, • Other duties and projects as assigned to make this job a career building experience Education/Experience: • BS/BA degree in accounting, with a CPA license and extensive background working in technical accounting for a publicly-traded company, • At least 15 years of finance and accounting experience in a fast-paced, results-oriented, hands-on environment at a small to medium size company, preferably in the life sciences, medical technology or diagnostics industries, • At least 5 years of management experience Professional Requirements: • Experience preparing materials for and presenting to the Audit Committee for the Board of Directors, • Ability to be visionary in building an experienced and high-performing team to properly support the growth of the Company., • Team-oriented with outstanding integrity, accuracy and organizational skills, • Ability to proactively identify and solve problems, • Demonstrate excellent written and oral communication skills to facilitate interaction with all levels of an organization and outside audiences as well as excellent listening skills and is open and responsive to new ideas, • A positive, self-confident, decisive leader, with a track record in developing high performing teams, leveraging a collaborative, coaching approach in management style, and retaining talent, • Computer skills: Functional experience with an ERP; proficiency in MS Office applications such as; Excel, Word, Access, and PowerPoint, • Experience in project management and system implementation

Job DescriptionSalary: $25-$28/Hour Temporary Full-Time Position Mission Economic Development Agency MEDA Hours: Monday to Saturday with another day off in between Supervisor:Tax Program Manager Start Date:January 13, 2026 Compensation: $25-$28/Hour Apply Here: JOIN OUR MEDA TEAM Mission Economic Development Agency (MEDA) is a community-based, local economic development organization that, for over 40 years, has engaged individuals and small businesses in community-building strategies that together lead to appropriate and equitable economic development in the Mission District. MEDA primarily serves low-income clients, focusing on the Latino and/or Spanish-speaking community. In accomplishing its mission, MEDA is involved in small business assistance, financial capability, tax preparation, public benefits, homeownership services, and workforce development. Since 2010, MEDA has coordinated the tax program for the Human Services Agency, managing 4 sites in the City of San Francisco, providing free tax preparation services to low-income families and individuals. This effort has brought more than $30 million to the community by preparing more than 24,000 tax returns and engaging low-income folks in a long-term path toward financial capability. The VITA site offers free tax assistance to low-income families and connects them to other asset development services such as public benefits, affordable financial products, and management of personal finances, among others. The Tax Preparer will coordinate the delivery of asset development information, services, and products to tax program clients. DUTIES & RESPONSIBILITIES • Connect clients to relevant asset development services at Plaza Adelante by referring to the intake and assessment forms., • Actively engage and connect clients to asset-building product and service opportunities at multiple points during the tax preparation process., • Assist clients in making connections to appropriate services/providers at the site., • Work closely with all team members at the tax site, including site coordinators, volunteers, program staff, partners, and clients, to generate a cohesive asset-building delivery process., • Monitor and track the uptake rate of products and services offered., • Assist with the preparation, communication, and reports by collecting and summarizing data., • Promote asset-building products and services by coordinating and creating materials for the tax site., • Support client connections to other asset-building services., • Other duties as assigned YOUR KEYS TO SUCCESS To perform successfully in this role, you will need to leverage these key qualifications: • Previous experience with asset development services, such as banking the unbanked, credit, debt management, savings, and/or financial capability., • Strong written and verbal communication skills in English and Spanish., • Strong initiative and project follow-through., • Cultural competence in working with diverse populations, including communities of color, immigrants, LGBT communities, and persons of various ages, socioeconomic backgrounds, health statuses, and abilities., • Ability to work flexible hours, including evenings and Saturdays., • Commitment to social justice and asset building for low-income populations., • IRS Basic/Advanced certification level for the VITA program preparation, • A bachelor's degree in Accounting, Finance, Education, and/or Communications is desirable but not mandatory., • Sales experience preferred., • Previous experience in the VITA / TCE free tax preparation Program, • Previous experience with screening for Public Benefits., • Ability to provide over-the-phone and in-person support, • Bilingual Spanish-English fluency is required; must be able to speak and write fluently in Spanish. YOUR MEDA EXPERIENCE Do meaningful work in an innovative workplace while being challenged for your professional growth. Joining MEDA means havingmeaningfulexperiences thatdevelopachievers from across the Mission neighborhood and from within our organization. We find meaning and fulfillment in our work as we see our community thrive and are driven to achieve better outcomes by challenging ourselves to innovate in our ways of working. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Job DescriptionAbout Pylon The $13 trillion mortgage industry at the core of the American economy runs on broken assembly lines with human-powered workflows, stitched-together software, and a series of capital markets intermediates. The costs to originate are at an all time high despite foundational shifts in technology. Pylon is rewiring mortgages from the ground up. We are building the only API-first, programmatic infrastructure that fully automates credit, compliance, capital, and operations. For the first time, originators can build and scale mortgage businesses entirely through software, not people. Our team comes from Stripe, Better, and Affirm, and we are backed by Conversion Capital, QED, Citi, Fifth Wall, Peter Thiel, and the founders of Ramp, Mercury, Blend, and others. About the role We’re hiring a Controller to lead financial operations and bring rigor, transparency, and strategic insight to the heart of our business. As Pylon scales its product, customers, and capital footprint, you’ll be responsible for ensuring our financial systems, controls, and reporting evolve in lockstep. You’ll own core accounting processes, financial reporting, budgeting, audit readiness, and compliance, while also being a strategic partner to leadership on capital strategy, product expansion, and operational scalability. This is a hands-on leadership role, perfect for someone who knows how to operate at both the 10,000-ft and 10-ft levels. We’re looking for someone with deep accounting expertise, mortgage domain fluency, and the ability to build scalable financial infrastructure from scratch. If you’ve worked in fintech or mortgage and know what best-in-class finance operations look like, we want to talk. You will * Own and operate all aspects of accounting and financial reporting, including GL, AR/AP, month-end close, and financial statement preparation in accordance with GAAP * Design and implement internal controls and accounting policies that ensure compliance with federal and state mortgage regulations * Manage accounting for mortgage loan pipelines, warehouse lines, funding, and loan sales * Collaborate with cross-functional teams (e.g., Capital Markets, Operations, Legal, GTM) to support product launches, new capital structures, and investor reporting * Lead budgeting, forecasting, and variance analysis efforts across the company * Oversee audits and tax compliance in partnership with external auditors and advisors * Build scalable systems and processes that support automation, transparency, and growth * Evaluate and implement financial software tools (e.g., ERP, reporting, dashboards) * Prepare financial materials for board meetings, investors, and strategic partners About you * 7–12 years of progressive accounting and finance experience, ideally in B2B fintech, mortgage, or financial services * Deep understanding of GAAP and mortgage accounting, including loan origination, funding, servicing, and securitization * Experience with loan accounting software and financial systems * Strong Excel skills and proficiency in reporting/analytics tools (e.g., PowerBI, Looker) * Previous ownership of month-end close, audits, compliance, and financial reporting * Proven ability to lead and scale accounting operations in a high-growth, fast-paced environment * Experience managing or mentoring junior accounting/finance team members * Clear, confident communicator who can work cross-functionally and present to leadership * Highly organized, detail-oriented, and able to manage competing priorities effectively * Comfortable in ambiguous environments with evolving requirements * CPA preferred but not required Why this role matters As Controller, you’ll be the financial backbone of a category-defining fintech infrastructure company. Your work will ensure operational integrity, support strategic decision-making, and help us scale responsibly in one of the most complex and consequential markets in the world. If you’ve been looking for a chance to build financial infrastructure in a deeply technical, high-growth startup—this is it.

Job Description Reports To: HQ Corporate Accounting Controller Regions: Northern CA Location: Hybrid: Remote and SF Bay Area Position Summary The DBA Controller is responsible for overseeing all accounting, reporting, and compliance activities at the DBA level. This role ensures accurate financial reporting, adherence to corporate policies, compliance with U.S. GAAP, and the effective operation of internal controls. The DBA Controller will serve as a key liaison between the DBA and Corporate Accounting, providing leadership to DBA-level accounting staff (as applicable) and ensuring timely and accurate close processes. The DBA Controller must be a CPA-certified accounting professional with strong technical accounting skills and proven experience in leading accounting operations within a mid-sized business unit or DBA (subsidiary). Key Responsibilities • Lead the monthly, quarterly, and annual close process for the DBA in accordance with corporate timelines., • Prepare and/or review journal entries, reconciliations, accruals, and other critical accounting schedules., • Ensure financial statements comply with U.S. GAAP and corporate reporting requirements., • Maintain and enforce effective internal controls to ensure compliance with SOX requirements and corporate policies., • Partner with corporate SOX/Internal Audit teams during walkthroughs, testing, and remediation., • Identify control gaps and implement corrective action plans., • Supervise and mentor local accounting staff at each DBA (Accounts Payable, Accounts Receivable, General Ledger)., • Ensure all DBA transactions comply with Delegation of Authority (DOA) requirements., • Serve as finance business partner to DBA leadership, providing insights into financial performance, risks, and opportunities., • Support budgeting and forecasting processes in collaboration with FP&A., • Provide analysis on operating results, margin trends, and variances versus plan., • Support external auditors during interim and year-end audits, ensuring timely provision of schedules and support., • Coordinate with corporate tax team on DBA-level tax filings and compliance matters. Required Qualifications • CPA designation (active and in good standing) – REQUIRED., • Bachelor’s degree in Accounting, Finance, or related field., • 6–10 years of progressive accounting experience, including at least 2+ years in a supervisory or management role., • Strong knowledge of U.S. GAAP and internal control frameworks (COSO, SOX)., • Experience preparing or reviewing DBA or entity-level financial reporting packages., • Hands-on experience with ERP systems (e.g., NetSuite)., • Strong Excel and data analysis skills., • Excellent communication and interpersonal skills, with the ability to partner across corporate and DBA teams. Preferred Qualifications • Public accounting foundation and/or prior experience at a subsidiary of a public or pre-IPO company., • Exposure to consolidation processes and multi-entity structures., • Experience in industries such as technology, e-commerce, distribution, or manufacturing. Competencies • Detail-oriented with strong analytical and problem-solving skills., • Ability to work under tight deadlines and manage competing priorities., • Strong ethical standards and commitment to compliance.

Job DescriptionDescription: Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the traditional roll-up your sleeves tax review and client advisory, the role requires a strong sense of entrepreneurship, strategy, and management. We rely heavily on our local leadership team in each office to develop and execute the firm's vision. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 45 offices across 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. What you will do: • Work with and support the firm's Director in leading and managing the local team, • Become a primary point of contact for clients from retiring partners, • Serve as the primary point of contact and relationship manager for new clients, • Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product, and services offering and operational strategies, • Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements, • Lead firm's consulting and advisory efforts in the region, • 7 - 12 years of experience preparing and reviewing individual, corporate, partnership and estate tax returns, • Bachelor's degree required; Master’s degree preferred, • CPA or EA certification required, • Direct experience managing staff and client relationships, • Excellent communication and attention management skills, • Proprietor mentality and work ethic, • Market-leading base compensation, • Paid medical benefits and 401(k), • Autonomy to lead and manage the office in a way that promotes overall wellness for yourself and employeesRequirements:

Job DescriptionBenefits: • Bonus based on performance, • Health insurance, • Paid time off Company Description Krohn, Watters & Hicks, LLP is a premier public accounting firm located in the heart of San Franciscos Financial District. We are dedicated to helping our clients achieve their financial goals through proactive tax planning, consulting, and comprehensive compliance services. Our approach is tailored to each client's unique situation. We consult with closely-held businesses and high-income, high-net worth individuals and their related trusts, corporations, limited liability companies, and partnerships on various financial transactions and tax needs. Role Description This is a full-time, hybrid role for a Senior Tax Accountant, located in San Francisco, CA, with some work-from-home flexibility. The Senior Tax Accountant will be responsible for tax compliance and tax preparation for various entities including closely-held businesses and high-net-worth individuals. The role involves consulting with clients on tax issues and financial transactions to achieve their goals. Qualifications • Expertise in Tax Compliance and Tax Preparation, • Strong understanding of accounting principles, • Proficient in handling various tax issues and financial transactions, • Detail-oriented with excellent analytical and problem-solving skills, • Strong communication and interpersonal skills, • Bachelor's degree in Accounting, Finance, or related field, • CPA certification preferred, • Experience with CCH tax software and Microsoft Office Suite Flexible work from home options available.

Job DescriptionAscend Talent Solutions Job Description Job Description: With excellent analytical skills, the primary responsibility of the Property Accountant will be the financial management and reporting for the property working closely with the property management team and building ownership. The Property Accountant will be responsible for ensuring that all financial reporting is accurate and timely and provide guidance to the management team on all accounting and finance related items. With excellent accounting and management skills, the Property Accountant will work with team members to ensure both revenue and expenditures are in line with the budget on a monthly basis. Additional responsibilities for the Property Accountant include the following: Responsibilities Include: • Preparing accurate and complete monthly financial and accounting reports., • Overseeing and finalizing the preparation of the annual budget, monthly forecasts and re-projections., • Working with Property Manager to prepare detailed variance explanations and preparation of annual business plan., • Preparing CAM and tax reconciliations and other related period end tenant and vendor billings., • Responsible for cash management maintenance and reporting., • Managing the Accounts Payable processes including coding and entering of invoices into the accounting system, verifying and ensuring accuracy of data and corresponding backup., • Managing the Accounts Receivable processes including aging report, collections, and accurate rent data within in the financial system., • Verifying, allocating, and overseeing the posting of transactions to subsidiary accounts and preparing journal entries for accruals., • Reviewing and approving documentation for expense reports and budget variances and ensuring appropriate guidelines and approvals are followed., • Preparing and compiling reports and analysis to show statistics on revenues and expenditures, accounts payable and receivable, profit and loss, and other financial related items. Position Requirements, • 4 years of previous accounting experience in commercial real estate with increasing responsibilities., • Proficient in general accounting and financing principles and in GAAP and FASB., • Extensive knowledge of account payables, receivables, budgets, CAM calculations, and expenditure control is also required., • Ability to create procedural manuals and train and manage AP and AR Specialists., • Highly proficient in Microsoft Excel, and Yardi, MRI, Timberline, or other commercial real estate software programs., • Exceptional problem solving and analytical skills. Education, • Bachelor's degree in Accounting and relevant work experience. Benefits, • PTO, PST, Medical, Dental, and VisionCompensation, • $80k - $85k

Job DescriptionTax Manager | Hybrid Remote| Join a well-established and growing Bay Area firm! This Jobot Job is hosted by: Andrew Kraig Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $120,000 - $175,000 per year A bit about us: For more than 43 years, my client a dynamic, full-service accounting firm based in Oakland, CA, has provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services. We are leading the way in accounting and financial services as top California rated CPA firm! Our practice is built on the foundation that our people mean more to us than anything else! What that means for you, is that we expect you to enjoy a work life balance that promotes personal health, well being and family life! Why join us? • Competitive salaries, • 401(K) Plan, • Profit Sharing Plan, • 4 Weeks Vacation per year, • 8 paid holidays per year, • Medical Insurance, • Dental and Vision Insurance, • Life Insurance, • AD&D insurance, • LTD Insurance, • 40 hours of Continuing Professional Education Per Year, • Plus many more! Job Details We are currently seeking experienced Tax Managers with significant expertise preparing and reviewing income tax returns. Qualified candidates should have the following: You should have the following: • At least 8 years’ experience preferably with large local or regional CPA firms, • Strong experience with 1040/1041 returns, • Licensed CPA or EA is preferred, • MS in Taxation is preferred, • Proven ability to research complex tax issues and develop quality, practical tax planning, • Strong written and oral communication skills, • Strong computer skills (solid working knowledge of CCH ProSystem fx tax a plus), • Experience working in a paperless environment Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job Description About the California Academy of Sciences The California Academy of Sciences is a globally renowned scientific and cultural institution located in the heart of San Francisco's Golden Gate Park. Home to a world-class planetarium, aquarium, research center, and natural history museum—all under one living roof—our mission is to regenerate the natural world through science, learning, and collaboration. Our extensive collections span plants, animals, fossils, and cultural artifacts from across the globe and throughout history. We are a diverse team of leading biodiversity scientists, educators, storytellers, designers, and communicators who work collaboratively to advance knowledge and inspire action through science and storytelling. When you join the California Academy of Sciences, you become part of a mission-driven community that values curiosity, collaboration, and innovation. Whether you're working behind the scenes in research or engaging the public on the museum floor, your work will help connect people to the natural world and empower them to protect it. About the Opportunity The Accounting Clerk – Payroll reports to the Payroll Senior Accountant and provides administrative and technical support for payroll processing. This role assists in ensuring accurate and timely payroll transactions, responds to employee payroll inquiries, and supports related accounting functions as assigned. The California Academy of Sciences welcomes individuals of all backgrounds, identities, and beliefs to join us in advancing our mission to regenerate the natural world through science, learning, and collaboration. We place diversity, equity, and inclusion at the heart of our recruiting efforts and strive to foster a culture rooted in mutual respect, equal opportunity, and shared success. Organizational Culture Join a team dedicated to the Academy's mission, vision and values! Currently, the Academy has a new strategic plan including three initiatives – Hope for Reefs, Thriving California, and Islands 2030 – that leverage biodiversity science, environmental learning, and collaborative engagement to regenerate fragile ecosystems around the world. Learn more at . We hope you are inspired by what we do and are excited to contribute to our mission. The mission of the California Academy of Sciences is to regenerate the natural world through science, learning, and collaboration. The Academy is looking for candidates who do great work, and we know they may come from a number of different backgrounds and experiences. We encourage you to apply even if you do not believe you meet every qualification for the position. This position is based in San Francisco, California. This position is part of a bargaining unit represented by Cal Academy Workers United, and will be subject to the terms and conditions of that contract. Key Responsibilities To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. • Prepare payroll transmittals and submit payroll reports to internal stakeholders and external partners., • Enter and maintain tax levies, garnishments, and other payroll-related deductions., • Collaborate with PACT and Finance teams to ensure the accuracy of employee data and pay information., • Research and resolve routine payroll inquiries from employees and external agencies., • Generate and process manual payroll checks as needed., • Verify and reconcile data transfers between Dayforce and Kronos to ensure system accuracy and completeness., • Submit work tickets to the payroll application support team for system issues or data corrections as directed., • Prepare and reconcile simple balance sheet accounts related to payroll., • Provide supporting documentation for financial statements and the annual Form 990., • Prepare standardized journal entries for routine payroll transactions and adjustments, ensuring proper account coding and authorization., • Serve as backup for other accounting clerk roles, including Accounts Receivable, Accounts Payable, and Cash Management. The qualifications listed below represent the knowledge, skills, and abilities required or preferred. EDUCATION and/or EXPERIENCE: A qualified candidate will have a combination of the following education and/or equivalent experience: • High school diploma or equivalent required; business associate degree or coursework in business, accounting or finance preferred., • Strong working knowledge of payroll principles and practices., • Basic understanding of general ledger accounts, debits, and credits., • Intermediate Excel proficiency preferred., • Demonstrated ability to problem-solve, • Excellent interpersonal and customer service skills Schedule: Full-Time, 40 hours per week How to Apply: Interested candidates should submit a resume and application through our Careers Page portal. The California Academy of Sciences will give full consideration for employment to all qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance (SF Police Code, Article 49).

Job Description It’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you! Job SummaryThe Tax Intern will support the tax department in various accounting and tax-related tasks under the supervision of senior tax professionals. This position provides an excellent learning opportunity for a college student pursuing an accounting degree, particularly those interested in pursuing a career as a Certified Public Accountant (CPA). The intern will gain hands-on experience in tax preparation, research, compliance, and planning, while working in a dynamic team environment.Duties/Responsibilities: • Tax Preparation Assistance: Assist in preparing individual, corporate, partnership and trust tax returns, ensuring all necessary forms and supporting documentation are accurate and complete., • Tax Research: Conduct research on current tax laws and regulations, helping to interpret and apply them to client situations., • Client Interaction Support: Support the tax team in communicating with clients regarding tax-related inquiries, helping to prepare materials for client meetings., • Data Entry & Organization: Enter and organize financial data, including income, expenses, and deductions, into tax preparation software., • Document Management: Assist in managing and filing tax documents, including supporting schedules, tax returns, and correspondence., • Tax Planning Support: Help with the preparation of tax projections, ensuring clients are in compliance with tax laws while minimizing liabilities., • Team Collaboration: Work closely with senior staff to ensure deadlines are met and tasks are completed accurately, providing administrative support as needed., • Learning and Development: Participate in training sessions, workshops, and meetings to deepen knowledge of tax laws and accounting principles., • Make photocopies; mail, scan, and email documents; and perform other clerical functions., • Pursuing a Bachelor’s or Master’s Degree: Must be enrolled in an accredited college or university and pursuing the following degrees/majors: Bachelor of Accountancy, Master of Accountancy, or equivalent program., • Software Skills: Familiarity with Microsoft Office Suite (Excel, Word, PowerPoint) and basic knowledge of tax preparation software is a plus., • CPA Exam Preparation (optional): Exposure to CPA exam topics and study materials is encouraged for those interested in pursuing CPA certification after graduation.Required Skills/Abilities:, • Strong Analytical Skills: Ability to perform detailed analysis, research, and problem-solving., • Excellent Communication Skills: Ability to work effectively with colleagues, clients, and senior tax professionals. Both written and verbal communication skills should be strong., • Attention to Detail: Must be detail-oriented and able to maintain accuracy while working with complex financial data., • Time Management Skills: Ability to manage multiple tasks and meet deadlines in a fast-paced work environment.Physical Requirements:, • Must be able to lift up to 15 pounds at a time., • Prolonged periods sitting at a desk and working on a computer. Benefits LIFE: • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $24-28 per hour for this role., • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers., • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you., • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card., • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role., • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage., • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance., • Bereavement Paid Time Off: Time to grieve and heal without work worries., • Social Events: Networking and unwinding at virtual and in-office firm social events., • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together., • Referral Bonuses: Earn rewards for growing our team and client base., • Commuter Benefits: Funds for transit and parking to ease your daily commute., • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future., • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses. Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact . Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Miller Kaplan participates in E-Verify. Go to to learn more.

Job Description Cadogan Tate is internationally recognized as a market leader in fine art logistics with full-service operations across the USA (New York, Los Angeles, Chicago, Miami, San Francisco, Dallas, Austin, and Aspen), London, and Paris. Our reputation is built on providing exemplary service to collectors, galleries, and museums around the world. This service is underpinned by our fundamental values, which inform the way we look after our clients, as well as how we ensure the safe and efficient handling of their possessions. The Group is headquartered in London, England, and is private equity-backed by TSG Consumer Partners. Global revenues are $170m, growing at over 10% per annum organically and through bolt-on acquisitions. Over 65% of the revenue is generated in the US, and the strategy of the Group is to grow further in North America through M&A. The brand of Cadogan Tate is ‘Everything handled with care’, and this extends to a company culture of professionalism and respect between internal customers. More information on the company can be found at: Role Summary We are seeking a detail-oriented and experienced Senior Accountant to support our growing fine arts logistics and transportation company. This role is responsible for preparing and analyzing management accounts, with a strong focus on cost control, margin analysis, and delivering operational insights across our network. The ideal candidate is proactive, thrives in a hands-on environment, and is comfortable managing multiple priorities with 5 branches to produce management accounts for. While a CPA designation is not required, it is strongly preferred. Required Skills & Qualifications * Oversee management accounts for 5 branches on the West Coast, ensuring compliance with US GAAP and internal policies. * Reconcile accounts and maintain accurate general ledger entries. * Completing month-end and year-end close processes, including journal entries, balance sheet reconciliations, and accrual reviews * Partner with operations and regional managers to review P&Ls and highlight trends, risks, and opportunities across branches or business units • Assist with local and state tax filings, including sales/use tax, business license renewals, and annual reports, and liaise with external advisors., • Support with delivering ad hoc analysis to the Group and US Regional. Key Competencies • Bachelor’s degree in Accounting or Finance; CPA qualification preferred., • Minimum 4 years of accounting experience, with some experience within a multi-site environment., • Experience with NetSuite or similar ERP systems., • Experience within logistics, service, and/or PE-backed businesses is a plus., • Comfortable working in a fast-paced, dynamic environment., • This is a hands-on hybrid role involving travel as well as some time in the office., • Travel within the US is expected.

Job Description About Us: We are a nationally recognized professional services firm known for delivering high-touch advisory and tax solutions to sophisticated clients across diverse industries. Our teams are trusted for deep technical expertise, a collaborative mindset, and a commitment to developing long-term client relationships. We invest heavily in our people, offer modern tools and resources, and maintain a flexible, supportive culture that prioritizes work-life balance while promoting excellence. The Position: We’re seeking a Senior Tax Manager to join our growing tax practice in either our San Francisco or Los Angeles offices. This role focuses on high-net-worth individuals, families, and related entities, along with a mix of generalist work across partnerships, S/C-corps, trusts, and estates. If you thrive in a client-facing environment, enjoy mentoring staff, and want a flexible hybrid schedule within a well-respected advisory firm, this is an outstanding opportunity. • Senior Tax Manager - (HNW, individuals, multi-entities; generalist), • San Francisco | Los Angeles, CA, • Full-Time | Hybrid Schedule (1-2 days in office weekly) What You’ll Do • Lead and review complex individual, fiduciary, partnership, and corporate tax returns., • Serve as a primary advisor to high-net-worth clients and family groups, providing planning strategies and year-round guidance., • Oversee engagement teams, ensuring quality, accuracy, and timely delivery of deliverables., • Conduct technical research and deliver clear, actionable conclusions., • Support business development initiatives and maintain long-term client relationships., • Mentor, train, and develop staff, seniors, and supervisors within the tax practice., • Manage workflows, budgets, and deadlines across multiple concurrent engagements. What You Need (Qualifications) • Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred., • Active CPA license required., • 7+ years of progressive public accounting tax experience., • Strong background with high-net-worth individuals and their related entities., • Broad generalist experience across 1040s, 1041s, partnerships, and S/C-corps., • Excellent technical research, communication, and client-service skills., • Demonstrated success leading teams and managing complex engagements., • Ability to thrive in a hybrid, fast-paced, deadline-driven environment. What’s Offered (Competitive Full Package – National) • Salary: $150,000 - $200,000 (DOE), • Annual performance-based bonus opportunities, • Comprehensive Benefits: Medical, Dental, Vision, • 401(k) with company match, • Generous PTO, holidays, and personal time, • Flexible Hybrid Schedule (1-3 days avg. in office weekly, very flexible), • "People First" Culture, strong work-life balance, • Professional development, CPE, and continuing education support, • Collaborative environment with clear advancement pathways Apply Today: Apply directly to this posting with your updated resume, then email it to for prompt and confidential review. Explore More Active Opportunities: We encourage you to visit our Careers Page and follow us on LinkedIn for additional openings, market insights, and recruiter tips. • BancroftSP.com/Careers/, • LinkedIn – Bancroft Staffing Partners Bancroft Staffing Partners is an equal opportunity employer. We celebrate diversity & are committed to creating an inclusive environment for all employees & candidates, regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Description Tax Senior– Remote | Public Accounting Firm Location: Remote (U.S.-based) Job Type: Full-time About the Firm: Mid-size public accounting firm that provides comprehensive tax, advisory, and accounting services to a diverse client base. Known for its collaborative culture and commitment to professional development, the firm is seeking an experienced person to join their team in a fully remote capacity. This is an excellent opportunity for a tax professional looking to work with a firm that values work-life balance, flexibility, and career growth while working with a high-caliber client portfolio. Key Responsibilities:Lead and manage multiple tax engagements, ensuring timely and accurate filings for corporations, partnerships, and high-net-worth individuals.Provide strategic tax planning and compliance services, identifying opportunities for tax savings and risk mitigation.Review complex tax returns and research technical tax issues to ensure compliance with federal and state tax laws.Build and maintain strong client relationships, acting as a trusted advisor on tax-related matters.Mentor and develop junior tax staff, providing training and guidance.Stay current with tax law changes and advise clients accordingly.Assist in business development efforts, including identifying and cultivating new client opportunities.Qualifications:CPA or EA designation required.Bachelor's degree in Accounting, Finance, or a related field (Master’s in Taxation preferred).5+ years of public accounting experience with a strong focus on tax.Expertise in federal and state tax regulations.Experience with tax software such as CCH, ProSystem, or UltraTax.Strong analytical, problem-solving, and client management skills.Ability to work independently in a remote environment.Why Join This Firm? Fully remote work environment with flexible scheduling. Competitive base salary + performance-based bonuses. Comprehensive benefits package, including health, dental, and 401(k) match. Generous PTO and paid holidays. Strong leadership team that prioritizes professional development and career growth. If you're a highly motivated individual looking for a remote opportunity with a growing public accounting firm, we'd love to hear from you! Apply today by sending your resume to or Direct Phone: 605-910-9530

Job DescriptionWhere it all began… In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created. What we stand for… There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team. First, do they align with our values? Be Personal – Walk the Member/Employee Path Be a Leader – Empower, Collaborate, Own Be Outside the Box – Innovate, Educate, Engage Be Real – Integrity and Transparency Matter Be the Connection – Serve our Community Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role? What it feels like… Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we’re driven to do great work, we also value real work/life balance. Is This the Career for You? In this role, you will assist the VP, Controller, in directing the accounting operations and controls for the Credit Union. As a team member you will be responsible for meeting the department’s deadlines and a multitude of accounting activities including general ledger preparation and financial reporting. You will also assist in successfully completing and meeting regulatory and tax reporting and filing requirements, and internal and external audit activities. What You’ll Be Doing • Manage Accounting staff in daily operations, including coaching/mentoring and career development, • Manage financial reporting: preparing accurate and timely monthly, quarterly, and annual financial statements, • Oversee accounting operations: manage the daily activities of accounting functions, such as the general ledger, accounts payable, • Manage month-end and year-end close to ensure timely and accurate closing of the financial books, • Perform financial analysis: analyze financial data to provide insights to senior management for use in decision-making and business planning, • Serve as a liaison to both internal and external auditors, preparing all necessary schedules, documents, and other information requested for financial reviews, • Develop and enforce internal controls: assist the controller to establish, maintain and enforce accounting policies and procedures, • Ensure the reconciliation of the Balance Sheet GL accounts are carried out effectively and in a timely manner and supporting workpapers are concise and effective, • Ensure department written operating policies and procedures are current and accurate, and followed as prescribed, • Ensure compliance with GAAP, • Research new accounting developments from authoritative bodies (FASB, AICPA, NCUA), evaluate accounting transactions and new accounting pronouncements, and application of the changes impacting the Credit Union, • Research and resolve system related issues through working with internal departments including operations and IT, and vendors, as needed, • Perform other duties assigned, • At least 5+ years of progressively responsible experience in accounting, • Bachelor's Degree in Accounting, • CPA license, • Previous Credit Union experience or Financial Institution environment preferred, • Experience with core banking systems in relation to general ledger posting preferred, • Strong knowledge of generally accepted accounting principles (GAAP), • Strong verbal and written communication skills, • Demonstrated leadership, organizational and time-management skills, • Demonstrated strong analytical and problem-solving skills, • Demonstrated strong attention to detail and accuracy, • Demonstrated managerial and supervisory experience, • Professional attitude and demeanor and the ability to exercise good judgment, • High proficiency with financial software as well as Excel skillsRequired Competencies:, • Customer Focus - Is dedicated to meeting the expectations of internal and external customers, • Approachability - Is easy to approach and talk to; Spends extra effort to put others at ease, • Peer Relationships - Is seen as a team player and is cooperative, • Decision Quality - Makes good decisions based upon a mixture of analysis, experience and judgment, • Problem Solving - Uses rigorous logic to solve difficult problems with effective solutions, • Drive For Results - Steadfastly pushes self and others for results, • Interpersonal Savvy - Relates well to all kinds of people; builds constructive and effective relationships, • Integrity and Trust - Is widely trusted; is seen as a direct truthful individual, • Listening - Practices attentive and active listening; Has the patience to hear people out, • Action Oriented - Full of energy for things he/she sees as challenging, not fearful of acting, • Personal Learning - Seeks feedback; Displays a high level of curiosity and translates it into new approaches to problem solving, • 401(k) and Employer Match, • Health, Vision, Dental and Life Insurance, • Annual Incentive/Bonus Program, • Tuition Reimbursement Program, • 11 Paid Holidays + Competitive PTO package, • Home & Consumer Loan Program (Discounted Rates), • Professional development and training programs, • On-demand personal coaching resource, • Wellness Program (Discounted Gym Membership)“Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.” Powered by JazzHR OHEer2wYz3

Job DescriptionWHO WE AREArsenal Biosciences Inc. is a clinical-stage programmable cell therapy company engineering advanced CAR T-cell therapies for solid tumors. We seek a talented and experienced Senior Director, Corporate Controller to work hybrid based in our South San Francisco office. ArsenalBio’s mission and purpose are very clear: defeat cancer. With our programmable and computationally driven approach, our team is engineering medicines to attack cancer’s inherent multifaceted nature and overcome the challenges of addressing solid tumors with cell therapy. Driven by a collective of diverse experts across multi-scientific disciplines and clinical and manufacturing expertise, we are united in our purpose to develop the optimal medicines for improving patients’ lives. This means you’ll have the opportunity to work with the best talent in the field of cell therapy and be part of ONE TEAM, which advances therapies for patients who need it most. We are seeking a highly motivated Senior Director, Corporate Controller who will be responsible for the Company’s financial accounting, reporting and regulatory requirements. This individual will establish policies and procedures that will lead to efficient and accurate outcomes. She/he will have in-depth experience with the annual preparation of a budget, cash management, monthly close, and supervising payroll, accounts payable. We are looking for an individual with a strong work ethic and track record of building strong relationships across the organization, and willing to lead strategically while rolling up their sleeves to get the work done. WHAT YOU’LL DO • Responsible for accounting and financial reporting, • Ensure robust accounting records, and implement appropriate accounting policies and procedures, • Oversee and manage external vendor responsible for processing payroll, handling accounts payable and other accounting support, • Generate monthly reporting package: general ledger; proper cutoff; journal entries; account reconciliations, • Support and oversee implementation of the company’s financial IT systems (ERP, purchase order, bill payment and other ancillary systems), • Monitor cash and investments, including compliance with the Company’s cash management policy and treasury internal controls, • Manage tax returns and tax provision with external tax advisor; R&D tax credit; other annual tasks include 1099's, property tax filings, sales and use tax, CA SOS filing, state annual filings, US Census reports, etc., • Treasury/cash management - monitor bank funds to ensure accounts have adequate cash to support needs; approve wire transfers; reconcile bank accounts, provide cash activity summary to management; all journal entries surrounding cash/investments, • Manage stock administration vendor and annual stock compensation calculations, • Review monthly accounting close process, including analytical review of the monthly operating results to ensure accurate accounting records are maintained, • Preparation of monthly financial statements, • Accurate and timely production of all financial information, • Proper analytical review of the asset operations from a balance sheet and cash flow perspective as well as an overall business perspective, • Bachelor’s and/or Master’s Degree in Business Administration with an emphasis in accounting., • C.P.A. is preferred, • 15+ years experience in general accounting, financial statement preparation and stock compensation accounting., • Prior experience as Controller in private and public companies, must have experience in biotech/pharma industry., • Relevant financial leadership experience, including the building and leading of teams in a fast paced, start up environment., • Experience filing an S-1, • “Big Four” or national accounting firm audit experience is preferred, but not required, • Strong experience in both the private and public accounting sectors is preferred, but not required, • Excellent written and verbal communication skills, • Credibility, ethical, full disclosure and a clean financial history, • Confidential, understands the ethical standards of a CPA, • Excellent GAAP and financial reporting technical skills We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionInvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency. We are a mid-sized SaaS company with a distributed U.S. multi-state workforce and are looking for a skilled payroll professional to manage our payroll processes on a part-time basis. The Part-Time Payroll Specialist will be responsible for managing the end-to-end payroll process for all U.S. employees. This role requires extensive payroll experience, a strong understanding of U.S. payroll regulations, good math skills, and practical judgment to ensure accurate and timely payroll processing. This is an opportunity to take ownership of a critical function in a growing SaaS companyYou Will: • Process semi-monthly payroll through ADP for salaried and hourly employees and ensure compliance with tax and labor laws,, • Process special payroll events, including bonus and commission payouts, taxable equity events, off-cycle payroll runs, and any corrections or adjustments., • Record payroll transactions accurately in the NetSuite accounting system, ensuring proper expense allocation., • Manage employee 401(k) contributions, loans and other deductions., • Calculate payroll for employee terminations, employees on leave, and other non-standard employee situations., • Administer and accurately process taxable fringe benefits such as parking, gym benefits, and employee awards., • Prepare and process year-end W-2 forms and other payroll-related reporting., • Maintain payroll records and ensure compliance with federal, state, and local regulations., • Research, resolve and respond to state and local payroll tax issues, including notices, filings, and communication with government agencies as needed., • Collaborate with HR and Finance teams to resolve payroll discrepancies and employee inquiries., • Continuously evaluate payroll procedures and recommend improvements to enhance accuracy, automation, and efficiency.You Have, • Minimum of 5 years of payroll experience in a U.S. environment, preferably with SaaS or technology companies., • Strong knowledge of ADP payroll systems and related payroll software., • Experience with NetSuite payroll journal entry workflows and financial integration processes is preferred, • Solid understanding of payroll accounting, tax compliance, and benefits administration., • Experience handling state and local payroll tax compliance and resolving issues., • Detail-oriented, with strong math, organizational and time management skills., • Ability to exercise sound judgment and common sense in payroll processing., • High level of confidentiality and professionalism.

Job Description About Us With more than 2 million nautical miles sailed and 50,000 days at sea, Saildrone has earned the trust of governments worldwide. Our unmanned surface vehicles (USVs) deliver continuous, real-time intelligence in the toughest oceans on Earth—giving our partners faster awareness, stronger security, and a decisive edge at sea. Our USVs are long-range, extreme-endurance platforms powered by advanced sensors and proprietary AI - they have been designed to operate where no crewed vessel can. They collect critical insights above and below the surface to support border security, law enforcement, naval operations, and undersea infrastructure protection. Headquartered in Alameda, CA, with offices in Washington, DC, and global deployment hubs, Saildrone operates missions worldwide. Join a fast-moving, mission-driven team at the intersection of AI, autonomy, and defense technology—where data turns into intelligence, and intelligence drives action. The Role Saildrone designs, builds, and operates autonomous surface vehicles (USVs) that deliver persistent maritime intelligence in some of the most remote and contested environments on earth. We are scaling rapidly and expanding global production and operational deployments. The Controller will be responsible for building and leading Saildrone’s accounting function with rigor, accuracy, and operational discipline. Reporting to the Chief Financial Officer, the Controller will own the month-end close process, internal controls, financial reporting, audit management, payroll and accounting systems. This role requires someone who is hands-on, detail-driven, and comfortable improving and scaling processes in a fast-moving environment. The ideal candidate has deep technical accounting experience, a strong command of U.S. GAAP, and the ability to collaborate across engineering, manufacturing, supply chain, and operations. This person must hold an active CPA. Defense experience a plus. Responsibilities Accounting Leadership & Financial Reporting • Own the month-end and quarter-end close process and ensure timely, accurate financial reporting, • Maintain the general ledger, chart of accounts, and internal controls, • Prepare financial statements in accordance with the U.S. GAAP, • Implement and enforce accounting policies, operational controls, and documentation standards, • Oversee technical accounting for complex revenue arrangements, including multi-element SaaS and hardware contracts, • Ensure compliance with inventory valuation, capitalization, and cost accounting requirements, • Support DCAA, DCMA and other government compliance reviews ensuring defense-related accounting practices meet FA/CAS standards, • Partner with Manufacturing, Supply Chain, and Engineering to ensure accurate cost accounting of parts, builds, WIP, CapEx, and inventory, • Support analysis of gross margin, unit costs, overhead allocation, and production scaling, • Evaluate and improve accounting and ERP/MRP system workflows. Netsuite experience a plus, • Drive automation and simplification of manual reporting processes, • Build, mentor, and manage a high-performing accounting team, • Establish a culture of ownership, accountability, and precision, • Comfortable with a fast-paced, demanding environment Required Skills and Experience • 15+ years of progressive accounting experience, including at least 3 years in a controller or assistant controller role., • Experience within SaaS, hardware/manufacturing, or defense sectors strongly preferred., • Demonstrated expertise in revenue recognition (ASC 606), inventory accounting, and project-based cost accounting., • Prior exposure to government contracting (FAR/DCAA) compliance a strong plus., • Strong ERP experience (e.g., NetSuite, Costpoint, SAP, or similar)., • Excellent leadership, communication, and analytical skills., • Proven ability to thrive in a high-growth, cross-functional environment., • Bachelor’s degree in Accounting, Finance, or related field; CPA required Location: This position is in Alameda, CA. Our waterfront office offers beautiful views of San Francisco Bay in always-sunny Alameda. All employees are required to provide proof of authorization to work in the U.S. within their first 3 days of work. Please note that the Company does not sponsor employees for work visas or permanent resident cards to work in the U.S. If you need sponsorship for a work visa or green card, you will not be qualified for employment with Saildrone. Benefits: • Paid time off, including vacation, bereavement, jury duty, sick time and parental leave, • Comprehensive and competitive medical, dental and vision plans, and HSA with employer matching., • Company sponsored life insurance, • Stock Options, • Annual stipend for continued learning and development, • Quarterly company BBQs at our Alameda HQ (bring your friends and family!), • Free Bay Area Public Transportation via AlamedaTMA with the BayPass Clipper Card The salary range for the role is $201,100-$266,500 annually. Individual compensation packages are based on geographic location, scope of the role, and relevant experience, among other factors. Saildrone is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. #LI-Onsite

Job Description Our client, a CPA firm established in 1989, is based in San Francisco-but active globally-they provide comprehensive tax, financial and consulting services. The resolution of complex issues is their specialty, and they represent clients in a variety of industry sectors, both domestic and international, as well as private clients, entrepreneurs, and families worldwide. They are seeking an on-site Senior Tax Accountant, capable of rapid advancement and looking for people to grow into partners. Job Description Job Type: *Must have CPA firm experience Full time, W2 Location: San Francicso, CA - (financial district) On-Site Responsibilities: • Work directly with clients, business owners, and their controllers and apply professional knowledge to a variety of tax engagements., • Unravel complex financial situations and find appropriate tax law to apply., • Manage and review the prep work of Juniors, and independently produce the more complex tax returns., • Consult with the clients' bookkeeping staffs on accounting policies and procedures and train the Firm's Juniors as well., • Proactively identify tax and accounting issues that could trigger an audit of the client, and propose strategies to resolve them., • In the event of an IRS audit, Seniors will participate with the Partners in representing clients., • Prepare financial and tax projections; develop tax strategies; provide clients with quarterly tax payments; review tax returns for high-net-worth individuals, trusts, corporations, partnerships and estates; and ensure the accuracy of all filings., • Strong desire to become a partner in a boutique tax practice., • CPA or must be on track for CPA license., • 5+ years in tax work, accounting, financial analysis or similar preparatory work., • A solid theory foundation and understanding of accounting and auditing, including GAAP, GAAS and SSARS., • Ability to research tax rules, accounting practices, and audit procedures using direct-call outreach to sources as well as online resources., • Advanced proficiency with CCH ProSystem fx, QuickBooks and Excel, online research skills using IRS law libraries, BNA/CCH and other industry resource websites, and strong general computer skills across Microsoft Office Suite, time and billing software, etc., • Excellent compensation and benefits package, • health insurance, • 401k MATCH, 5%, • Reasonable busy season hours - 40 billable per week, • Great professional mentoring, • CPA exam coaching, • Succession plan is clear: to grow Partners from within to take over the practice, • Annual financial audit engagements are available for licensing hours

Job Description We are looking for a detail-oriented Entry Level Accountant to join our team in San Francisco, California. This long-term contract position offers an excellent opportunity to gain hands-on experience in tax compliance and financial reporting while working in a dynamic, fast-paced environment. If you have strong organizational skills, proficiency in Excel, and a willingness to learn, this role could be a great fit for you. Responsibilities: • Prepare and submit monthly sales and use tax returns, property tax filings, and business license applications., • Reconcile accounts and assist with month-end financial close processes., • Analyze and organize raw data to determine appropriate tax jurisdictions and rates., • Utilize advanced Excel functions, including pivot tables, formulas, and macros, to manage and interpret financial data., • Support tax preparers by uploading data into specialized software and ensuring accurate filings., • Maintain electronic filing systems and organize records for audit and compliance purposes., • Assist with filing extensions, e-filings, and miscellaneous administrative projects as needed., • Collaborate with team members to ensure deadlines are met and reporting is accurate., • Provide support for multi-state tax compliance and reporting activities, • Minimum of 2 years of accounting or finance experience, preferably in accounts receivable, accounts payable, or data-heavy roles., • Proficiency in Excel, including the use of pivot tables, formulas, and macros., • Familiarity with accounting software such as QuickBooks or similar platforms., • Experience with sales tax filings or property tax processes is highly desirable., • Strong attention to detail and ability to work independently in a deadline-driven environment., • Comfortable managing large datasets and multi-state reporting requirements., • Associate degree or accounting certification preferred but not required., • Self-motivated with the ability to handle repetitive tasks efficiently and accurately. If you're interested in this position, please apply to this position and contact Alicia Robb at alicia.robb - at - roberthalf - .com with your word resume and reference job ID# 00410-0013349854

Job DescriptionSalary: 200k+ depending on experience Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. The Role: We are seeking a Wealth Advisor, Managing Director. Our Wealth Advisors are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners. The Wealth Advisor will also be responsible for providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Wealth Advisors are assigned existing and new BakerAvenue clients with the primary goal of building long-term relationships and growing AUM through client referrals, consolidation and referrals from COIs. The Wealth Advisor will also be responsible for developing channels externally to ensure a flow of qualified potential clients. These channels will include the Fidelity Wealth Advisor Solutions Referral Program, Schwab Advisor Network Referral Program, CPAs, Attorneys, and other business channels and COIs. Experience and knowledge of Fidelity and Schwab branch advisory networks and the associated referral programs will also be critical to the success of this role. This position will be part of our San Francisco team and the ideal candidate will live in the bay area. This is a hybrid role that does not require being in the office on a daily basis. Responsibilities: • Deliver tailored investment and comprehensive wealth management solutions to clients by collaborating with strategic partners to design, implement and manage their portfolio., • Assess clients overall financial picture, understand their needs and develop a solid financial plan and portfolio strategy, • Prepare customized proposals for clients and prospective clients, • Assists in the development of complex and highly customized financial portfolios, • Collaborate with the Advisor and Investment Management Committee to deliver investment recommendations, • Develop asset allocations to meet clients risk profile and time horizon, • Knowledge of key financial, investment and risk management concepts to be able to lead client meetings, • Co-manage and provide leadership within the team, • Network with Fidelity and Schwab channel personnel to develop a stream of qualified potential clients, • Prospecting to cultivate new business through various channels (Custodial Referral Programs, existing and new COI professionals, etc.), • Coordinate seamless transitions and onboarding of new clients to BakerAvenue Wealth Advisory, • Conduct branch marketing meetings and training for the advisors of our custodial partners Qualifications: • 10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work, • Demonstrated business development track record, • CFP required. Other credentials a plus, • 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field, • Very strong knowledge of finance and capital markets required, • Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies, • Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis, • A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career, • Strong abilities to multi-task, manage various client requests and effectively prioritize, • Unquestioned commitment to integrity in personal and professional activities, • Demonstrated ability to work effectively in a team environment, • Confidence to work directly with senior leaders and high-net worth clients Benefits: • Medical / Dental / Vision / Life / Disability Insurance, • High-deductible plan option with health savings account, • Employee assistance program, • Wellness allowance $75 monthly, • Bereavement leave 3 days paid for immediate family member or pet, • 401k with 3% match, • Commuter benefits, • Parental bonding leave up to 100% of salary for 12 weeks, • Donation match up to $500 annually, • Birthday PTO, • Learning and Development stipend up to $1000 annually, • Volunteer PTO 1 day per quarter, • Monthly cell phone allowance $75 monthly BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job DescriptionAbout Zipline Do you want to change the world? Zipline is on a mission to transform the way goods move. We aim to solve the world's most urgent and complex access challenges by building, manufacturing, and operating the first instant delivery and logistics system that serves all humans equally, wherever they are. From powering Rwanda's national blood delivery network and Ghana's COVID-19 vaccine distribution to providing on-demand home delivery for Walmart to enabling healthcare providers to bring care directly to U.S. homes, we are transforming how things move for businesses, governments, and consumers. The technology is complex, but the idea is simple: a teleportation service that delivers what you need when you need it. Through our technology, which includes robotics and autonomy, we are decarbonizing delivery, decreasing road congestion, and reducing fossil fuel consumption and air pollution while providing equitable access to billions of people and building a more resilient global supply chain. This role will be based out of our South San Francisco HQ with the flexibility to work from home 1-2 times a week after successful onboarding. About The Role We are excited about bringing in an experienced and motivated Financial Systems Manager to join our fast-paced global Accounting and Finance team! This position is responsible for owning and project managing all aspects of financial systems, including all the integrations between internally built systems and external systems (NetSuite, Coupa, Expensify, Navan and more). This role is crucial in driving business process transformation initiatives for existing business lines across the Finance organizations. What You'll Do • In close coordination with the accounting, strategic finance, tax and application teams, own financial systems integrations with 3rd party providers and internally built systems. Third party systems include data from banks, customers, corporate card programs, procure to pay systems, tax engines, payroll providers and travel partners., • Drive business process improvement, process automation, and system enhancement initiatives for financial systems., • Oversee integration efforts with customers and vendors to ensure timely and accurate data for internal and external financial reporting, billing and payments., • Document and train financial team members and cross-functional departments as the company rolls out new financial systems and processes., • In partnership with accounting and strategic finance teams, assist with continued building of financial reports for internal and external reporting., • Implement processes to reduce manual calculations and procedures relating to capitalization of inventory and fixed assets., • Monitor ongoing financial system integrations and troubleshoot and fix issues as they arise., • Research, prepare and present recommendations on financial system changes and roadmaps, including how AI can potentially be used to further automate and scale financial systems., • Manage and contribute to user acceptance testing of new system integrations, new releases of modules, upgrades and any other changes that impact financial systems., • Monitor project success through data insights, analyzing key performance indicators and making necessary adjustments.What You'll Bring, • You have 8+ years of experience in progressive financial systems and program management experience. You are willing and able to roll your sleeves up as well as provide strategic direction on financial operational matters., • You have substantial systems experience with a proven track record in implementing and improving systems at companies with significant growth., • You have significant experience working in operationally complex businesses, preferably with international experience., • You are excited about working for a transformative company., • You are comfortable working in highly global and cross-functional environments, able to navigate seamlessly between different functions, cultures and perspectives., • You can communicate effectively, both verbally and in writing, to build strong relationships with Zipline teams., • You like to get into the weeds and understand how businesses operate., • You are capable of working with imperfect information and driving to effective decision making in a fast-paced environment., • You have some knowledge of financial statements, accounting and financial analysis. Zipline is an equal opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other characteristics protected by state, federal or local law or our other policies. We value diversity at Zipline and welcome applications from those who are traditionally underrepresented in tech. If you like this position's sound but are unsure if you are the perfect fit, please apply!

Job DescriptionAuditorEmployment Type: Full-Time, Mid-LevelDepartment: Financial CGS is seeking a highly skilled Auditor to provide general auditing and accounting services in support of fraud investigations involving potentially complex financial transactions and complex organizations attempting to evade detection. The ideal candidate will develop, coordinate, and draft technical audit guidelines, is proficient in a variety of accounting systems, and practices excellent cross-functional communication throughout investigations. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Analyze and audit a variety of accounting systems.- Analyze, organize, and present a large volume of data such as bank records, financial records, healthcare claims, tax records, correspondence, policies, other documentary evidence, etc., through the use of common software programs.- Assist with the planning of investigations, including performing quantitative and qualitative analyses to identify potential witnesses and relevant financial documents.- Prepare concise and accurate reports of results of analysis, including detailed charts, summaries and schedules as necessary.- Assist with conferences and interviews of representatives of financial institutions, Certified Public Accountants, and other potential witnesses to financial activities.- Utilize electronic databases to identify assets, documents, and other physical evidence.- Analyze an individual or corporation’s ability to pay monetary penalties based on financial disclosures and independent investigation of assets and liabilities.- Perform ancillary investigation-related services in support of assigned cases as follows:- Develop, coordinate and issue draft technical audit guidelines and instructions applicable to financial audits and investigations.- Prepare interim and final reports throughout the investigation process for use by staff members.- Arrange for secure storage, preservation, organization and indexing of voluminous documentary evidence.- Assist in the compilation and analysis of documents and physical evidence, and the creation of charts, graphs, and other audio-visual materials for use in motions and at trial.- Meet with the designated federal agency personnel, state and local officials as needed throughout investigations.- Other related duties as assigned and within scope.x Qualifications:- Four-year undergraduate degree or higher in statistical/data analysis, finance, accounting, fraud examination, or other related field.- Minimum 3 years of professional work experience in finance, accounting, fraud examination or statistical/data analysis.- Proficient in Microsoft Office applications including Word, Excel, PowerPoint, Access, etc.- U.S. Citizenship and ability to obtain adjudication for the requisite background investigation.- Experience and expertise in performing the requisite services in Section 3 Preferred qualifications:- Experience reviewing and understanding medical records and knowledge of medical billing procedures, including experience using STARS and/or Business Objects.- Relevant experience working with a federal or state legal or law enforcement entity. Our Commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government-contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of government innovation! Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit: or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionSenior AuditorEmployment Type: Full Time, Mid-levelDepartment: Financial Services CGS is seeking a Senior Auditor who will assist the district legal staff by conducting medical claims data analysis, forensic investigations, financial damages, statistical sampling, and ability-to-pay analyses, which serve a significant role in determinations regarding investigations, prosecutions, settlements, and recovery in these matters, which can be voluminous and complex. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success- Analyze complex personal and business financial records for purposes to include identifying payments and kickbacks, tracing money flows, identifying assets, identifying sources and uses of cash, and quantifying damages.- Analyze and calculate ability to pay settlements and judgments, including analyzing debt covenants, borrowing capacity, adjusted earnings and earnings per share, financial ratios, accounts receivable and accounts payable, aging schedules, tax considerations, assessing collectability, and developing payment terms and schedules.- Identify, quantify, and understand related party transactions.- Analyze healthcare claims and other data.- Create financial damage models for use in litigation.- Conduct asset valuation.- Conduct records reconstruction.- Develop computerized models to assist in the presentation of financial evidence.- Report on financial data and evidence.- Communicate findings to attorneys and investigators.- Review defense presentations, expert reports, and arguments.- Work with independent experts.- Prepare expert reports for litigation.- Participate in negotiations as requested.- Testify as required.- Perform training and give presentations on data analysis tools and experience. Qualifications- Minimum of 5 years of experience in forensic financial accounting, litigation consulting, and/or health care fraud analysis required.- The resume must demonstrate experience that illustrates a clear understanding of the rules of evidence and civil procedures, the admissibility and inadmissibility of evidence, the elements of the violation(s) under investigation, and other applicable policies required to support criminal and civil investigations. Ideally, you will also have- Experience preparing expert reports and other trial preparation preferred. CPA preferred.- Certified Fraud Examiner preferred. Our CommitmentContact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation! Explore additional job opportunities with CGS on our Job Board: For more information about CGS please visit or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionIt’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!Job Summary:The Associate in the Audit department is responsible for assisting the Audit department with planning and administration of assignments by drafting financial statements, conducting financial audits, and verifying the financial information of an organization.Supervisory Responsibilities: • None.Duties/Responsibilities: • Analyze accounting records to determine financial status of establishment and prepares financial reports concerning operating procedures., • Inspect items in books of original entry to determine if accepted accounting procedure was followed in recording transactions., • Inspect notes receivable and payable, negotiable securities, and cancelled checks., • Participate in the planning and coordination of audits., • Perform audits., • Review data regarding material assets, net worth, liabilities, capital stock, surplus, income and expenditures., • Stay current on the latest GAAP practices and knowledge of GAAP matters., • Travel (up to 30%) to client site as needed., • Bachelor’s degree in Accounting, Economics, Finance, Business, or other related field. Preferred: • CPA exam eligible candidates., • Prior audit or accounting work experience (Audit, Tax, and Bookkeeping). Required Skills/Abilities: • Able to manage multiple tasks, prioritize, and meet deadlines., • Able to work independently and as part of a team., • Excellent verbal and written communication skills., • Excellent organizational and time management skills., • Proficient with Microsoft Office Suite or similar software., • Proficient with QuickBooks., • Strong problem solving and analytical skills., • Strong professional service ethic, client focused, and results driven. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer. • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $60,000-70,000 for this role., • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers., • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you., • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card., • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role., • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage., • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance., • Bereavement Paid Time Off: Time to grieve and heal without work worries., • Social Events: Networking and unwinding at virtual and in-office firm social events., • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together., • Referral Bonuses: Earn rewards for growing our team and client base., • Commuter Benefits: Funds for transit and parking to ease your daily commute., • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future., • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses. Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact . Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Miller Kaplan participates in E-Verify. Go to to learn more.

Job DescriptionIt’s more than just numbers. Miller Kaplan is a different kind of CPA firm; we believe in building a legacy—yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!Job Summary:The Associate in the Audit department is responsible for assisting the Audit department with planning and administration of assignments by drafting financial statements, conducting financial audits, and verifying the financial information of an organization.Supervisory Responsibilities: • None.Duties/Responsibilities: • Analyze accounting records to determine financial status of establishment and prepares financial reports concerning operating procedures., • Inspect items in books of original entry to determine if accepted accounting procedure was followed in recording transactions., • Inspect notes receivable and payable, negotiable securities, and cancelled checks., • Participate in the planning and coordination of audits., • Perform audits., • Review data regarding material assets, net worth, liabilities, capital stock, surplus, income and expenditures., • Stay current on the latest GAAP practices and knowledge of GAAP matters., • Travel (up to 30%) to client site as needed., • Bachelor’s degree in Accounting, Economics, Finance, Business, or other related field. Preferred: • CPA exam eligible candidates., • Prior audit or accounting work experience (Audit, Tax, and Bookkeeping). Required Skills/Abilities: • Able to manage multiple tasks, prioritize, and meet deadlines., • Able to work independently and as part of a team., • Excellent verbal and written communication skills., • Excellent organizational and time management skills., • Proficient with Microsoft Office Suite or similar software., • Proficient with QuickBooks., • Strong problem solving and analytical skills., • Strong professional service ethic, client focused, and results driven. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer. • Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $60,000-70,000 for this role., • Generous Paid Time Off: Start with 20 days and watch it grow, plus 2 extra days annually for managers., • Comprehensive Healthcare: Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you., • Flexible Spending Accounts & Health Savings Accounts: Manage healthcare expenses conveniently with a benefits debit card., • Hybrid & Remote Flexibility: Work-life balance matters! Enjoy flexibility based on your role., • Insurance Benefits: Basic life insurance, voluntary life insurance, and long-term disability coverage., • Dependent Care and Pet Insurance: Covering loved ones, furry or not, with flexible spending accounts and pet insurance., • Bereavement Paid Time Off: Time to grieve and heal without work worries., • Social Events: Networking and unwinding at virtual and in-office firm social events., • Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together., • Referral Bonuses: Earn rewards for growing our team and client base., • Commuter Benefits: Funds for transit and parking to ease your daily commute., • Retirement Plans: Tailored 401(k) Profit Sharing Plan for your financial future., • Support for Professional Certifications: Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses. Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplan without a pre-existing agreement will be considered Miller Kaplan’s property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact . Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Miller Kaplan participates in E-Verify. Go to to learn more.

Job DescriptionJob Title: Green Coffee HandlerJob Description This role enhances people's day by operating and maintaining our green coffee silo system equipment. You will support all aspects of the roasting department with an emphasis on green coffee receiving, loading, and staging. You will maintain the work area by participating in the continuous improvement and good manufacturing housekeeping practices established at the roasting facility, following established procedures and safety guidelines. Responsibilities • Operate green bean receiving, loading, and staging systems in support of the roasting team., • Assist the roasting team with start-up and shutdown standard operating procedures (SOPs) of all equipment., • Operate forklifts to unload trucks and move equipment and supplies., • Participate in Quality Control programs and tasks., • Perform tasks related to inventory accounting and data entry using software including MPE, Excel, and Google Docs., • Perform preventive maintenance and cleaning tasks for all green coffee systems and roasting-related equipment., • Conduct daily documented cleaning of machinery and work area following Good Manufacturing Practices (GMPs)., • Report maintenance issues to the supervisor., • Ensure compliance with HACCP, Cal/OSHA, FSMA, and all food and worker safety processes, procedures, regulations, and sustainability compliance programs., • Engage in continuous improvement and 5S projects.Essential Skills, • 1-2 years of experience working in an industrial setting., • Ability to repetitively lift 75 pounds of free weight., • Understanding of basic mechanical principles with the ability to read and assimilate information from equipment technical manuals, system operations diagrams, and schematic drawings., • Basic math skills for production planning and inventory calculations., • Flexibility to schedule changes to meet demands of a growing and dynamic production schedule., • Ability to maintain attention to detail while completing repetitive tasks to ensure accuracy of all quantities of products received and processed., • Strong command of the English language, both verbal and written.Additional Skills & Qualifications Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Oakland,CA. Application Deadline This position is anticipated to close on Dec 17, 2025. About Aerotek: We know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs that meets their goals, skills and interests. Since 1983, we have provided a variety of career opportunities across North American industry – from short-term assignments at Fortune 500 companies where you can build your skills, to long-term opportunities where you can play a vital role solving for companies’ construction, manufacturing and maintenance challenges. Our 1,500+ experienced recruiters across 250+ offices work relentlessly to put our workforce in a position to thrive. Let us rise to meet your challenges and put our people-are everything spirit to the test as your career continues to grow. Aerotek offers weekly pay, employee benefits including medical, dental & vision, life insurance, health advocacy and employee assistance programs, a 401(k) plan, and employee discounts. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. Company DescriptionWe know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs that meet their goals, skills, and interests. Since 1983, we have provided a variety of career opportunities across North American industry – from short-term assignments at Fortune 500 companies where you can build your skills, to long-term opportunities where you can play a vital role in solving companies’ construction, manufacturing, and maintenance challenges. Our 1,500+ experienced recruiters across 250+ offices work relentlessly to put our workforce in a position to thrive. Let us rise to meet your challenges and put our people-are-everything spirit to the test as your career continues to grow.We know that finding work is hard, and finding meaningful work is harder. Aerotek connects 180,000+ light industrial and skilled trades workers with 14,000+ employers each year, helping our workers navigate an evolving labor market and find jobs that meet their goals, skills, and interests. Since 1983, we have provided a variety of career opportunities across North American industry – from short-term assignments at Fortune 500 companies where you can build your skills, to long-term opportunities where you can play a vital role in solving companies’ construction, manufacturing, and maintenance challenges. Our 1,500+ experienced recruiters across 250+ offices work relentlessly to put our workforce in a position to thrive. Let us rise to meet your challenges and put our people-are-everything spirit to the test as your career continues to grow.

Assistant Controller About the Company and Opportunity: • Our client is a non-profit organization has provided essential services to those in need since 1983, • Due to the growing need for their services, they are hiring an Assistant Controller in their San Francisco location, • The San Francisco office alone has served more than 13,000 people in need of obtain the housing, jobs, shelter this year alone, • The company is known for their mission driven and hard working team, • Some of the employee reviews, include things like:, • "this company gives it's employees the opportunity to grow within", • Supervise, lead, and support the Accounting Manager., • Prepare internal consolidated financial statements on a regular basis., • Assist the Senior Controller with the preparation of the monthly financial statements, external audit and with the establishment as well as maintenance of internal controls., • Research accounting issues for compliance with generally accepted accounting principles and research tax matters as assigned., • Ensure general ledger accounts are analyzed and reconciled on a regular basis., • Oversee the aging and transactions of selected balance sheet accounts as assigned., • Prepare the invoicing of various agency-wide expenditures and the monitoring of these accounts., • Work with Accounting Manager to reconcile the intercompany account balances on a monthly basis., • Bachelor's degree required in accounting, finance, business administration, or related field., • 5 plus years of work experience in finance, accounting, or business operations; previous experience in a non-profit organization desirable., • CPA license or 2-4 years of public accounting experience., • Must have intermediate computer skills, including MS Office applications and prior ERP knowledge., • NetSuite or Yardi experience a plus., • Previous experience in accounting management or other related fields., • Strong leadership qualities, • Strong analytical and critical thinking skills, • Excellent written and verbal communication skills, • Ability to thrive in a fast-paced, deadline-driven, and growth-oriented environment, while maintaining a positive approach., • Works well independently, as well as part of a team., • High comfort in collaborating with people from diverse backgrounds and experience. #LIOCT2025 #ZRCFS #LI-AS1

At Windsor Management, we're constantly expanding and seeking talented individuals to join our growing team. This position is open year-round to support our continued growth and ensure we attract top talent whenever you're ready to make your next career move. The compensation for this role is commensurate with the cost of living in the Bay Area. The compensation will be adjusted to reflect the standard of living in the applicant's location. Commercial Portfolio Manager – Growth Position An Ideal Candidate • You’re the one people go to when nobody else can solve a problem., • People follow your ideas because you have repeatedly earned their trust., • You can convince others, not because you are trying to sell something, but because you truly believe your output and have done your homework., • You are described as a problem solver, collaborative, responsive, and customer service oriented. Our Service In an ideal world, tenants would pay their rent on time, buildings would never have any issues, and the building owners could ride off into the sunset. The world isn’t ideal. Rents are late. Things break. Help is needed. That is where we step in. Windsor provides a white glove service so owners can still ride off into the sunset. About Windsor At our core, we are our people. Our mission is to be the premier company for a commercial property management career. We want talented teammates with whom we can work and win together. We do constant training, both structured and informal, to always make ourselves better. We strike the balance on speed and accuracy, owning our work through responsibility and delegation versus collaboratively relying on each other as a high trust team, and solidifying procedures and establishing new ones. We know employees may leave our company over time, but we want to create an environment so amazing that it never crosses your mind. But if you do leave, we want you to know the value of the skills and development gained at Windsor so you can continue to thrive. With the best people both doing our own work and chipping in to make Windsor and each other better, Windsor can continue to thrive and grow which creates more opportunities for everyone to develop. Windsor Growth Our reputation drives our growth. Our growth has been 100% word of mouth referrals from happy clients and vendors. It is a testament to our collective, quality output and a testament to the staff we hire. Windsor was recognized in the Top 100 Fastest Growing Companies in the Bay Area in 2025, 2024, 2023 and 2022. What Success Looks Like for You It is valuable for new Portfolio Managers (PMs) to get up to speed steadily and we want you to take the time to invest in skills and development as you learn our processes. You will start with roughly a third of a normal portfolio and grow into a full portfolio over six months. We do not manage to KPIs. Instead, we lead through communication and trust. How the workload is; how the buildings are doing; your ability to handle more complex and challenging buildings. Collectively the team knows which PMs they can go to with questions. They know who always delivers for their owners. They know who can solve the hardest, trickiest problems. That is how we define success. Tangible Background Skills Needed for the Portfolio Manager Position • Thorough understanding of lease terms, lessor and lessee responsibilities, and CAM estimates and reconciliation calculations, • Knowledge of buildings, structures, and systems, • Construction management and project management, • Accrual accounting, • Ability to balance “owning” your portfolio yourself with collaborative teamwork Benefits At Windsor, we are committed to the well-being of our staff. • Federal Holidays: We observe the 11 Federal Holidays and close our office., • Vacation PTO: There are 15 earned days of vacation PTO in your first year, stepping up to 20 days thereafter., • Sick PTO: We have our standard 5 sick PTO days per year., • Windsor Days PTO: Between the Federal Holidays, Vacation PTO, and Sick Days, you will have 31 guaranteed days of vacation per year for your first year, increasing to 36 days in your second year. This does not include Windsor days. We may also observe Windsor days, which are days we close the office early. For example, a half day on the day before Thanksgiving, a half day on Christmas Eve, a half day on New Year’s Eve, etc. However, Windsor Days are not guaranteed to be offered on an annual basis. The offering of Windsor Days depends on the needs of the business!, • Medical & HRA Card: We offer our team a medical plan and an HRA Card! Those who enroll in our medical plan will get Windsor's coverage for their first $4,300 (if participating as an individual) or first $8,600 (if participating as a family)., • Vision and Dental: We offer our team a vision and dental plan!, • 401k Plan: We offer a 401k plan with company matching via Guideline. Your contributions vest immediately, and Windsor will match 100% of the first 3% of your salary and 50% of the next 2% of your salary (so if you contribute 5%, Windsor matches 4% of your salary)., • FSA Dependent: We offer an FSA Dependent care that you can choose to participate in up to the federal maximum of $7,500., • FSA Medical: We offer an FSA Medical care that you can choose to participate in up to the federal maximum of $3,400., • Life Insurance: Employer-sponsored life and LTD plans are available, including a level with guaranteed coverage. You pay the premiums if you participate but it is done on a pre-tax basis., • Long Term Disability: Benefit Amount: 60% of pre-disability monthly earnings up to $10,000 per month., • Benefits Consultant: We are partnered with Cavignac, so our team has a Benefits advisor! Other Fun Facts About Windsor Management • We care A LOT about investing in our teams! For the last two years (2024-2026), we have been certified as a ___!, • We’re growing! We won Top 100 Fastest Growing San Francisco Businesses by the SF Times in 2022, 2023, 2024, and 2025., • We're in the honor roll! Due to our growth for the last four years, we are now recognized in the San Francisco Business Times’ Honor Roll!, • Our growth has been organic! We have grown 100 percent through word of mouth! We invest in our team so they can then invest in our clients! Happy clients have referred other happy clients!, • We are female founded and owned! We are recognized as the Top 100 Female-Owned San Francisco Businesses by the San Francisco Business Times – for the last four years (2022, 2023, 2024, 2025)., • We train our team! We believe that the success of our team depends on the education and resources we give our team, so we train as a company monthly!, • We give back to our communities! We have volunteer events that we participate in every quarter! Note to Candidates We have an extensive interview process—and that's by design. Our success is no accident - it is due to the collective effort and talents of our team. We carefully select who we add to the team, and our interview process reflects that. This may result in an interview process that spans across weeks. Unfortunately, due to the high volume of candidates, we cannot get back to everyone. However, we assure you that all applications are reviewed. Note to Third-Party Agencies We request that third-party agencies refrain from contacting us regarding this job posting. We are managing the recruitment process internally and will not be considering applications or services from external agencies. Thank you for respecting our recruitment process.

K per year / Medical, dental, and vision / PTO / Equipment stipend - As a Finance Associate at Blockworks, you will: Run daily accounting operations; Execute month-end close procedures; Oversee vendor contract calendar; Support tax and audit readiness; Identify opportunities to streamline workflows,