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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 DescriptionController – Law Firm A highly respected plaintiffs’ law firm is seeking an experienced Controller to lead all financial operations, accounting, and related administrative functions. This role is ideal for a handson, detaildriven financial leader who thrives in a fastpaced, missionfocused professional services environment. Position Overview The Controller reports to senior leadership and oversees firmwide accounting, financial reporting, budgeting, and operational finance. This role also manages payroll, benefits administration, trust accounting, case cost management, and financial compliance. The Controller leads a small team and partners closely with attorneys, management, and external vendors. Key ResponsibilitiesFinancial & Accounting Management (70%) • Oversee full-cycle accounting: billing, AP/AR, payroll, bank reconciliations, financial reporting, fixed assets, trust accounts., • Prepare monthly and year-end financial statements, budgets, forecasts, and performance metrics., • Manage audits, coordinate with external CPA firms, and ensure compliance with accounting standards., • Oversee case-cost reporting, time/expense auditing, and collaboration with co-counsel., • Implement internal controls, financial policies, and process improvements., • Manage ACH/wire transfers with strict fraud-prevention accuracy., • Supervise accounting staff and external contractors., • Administer Tabs3/PracticeMaster and other financial systems.Human Resources (20%), • Manage semimonthly payroll, benefits administration, and 401(k) compliance., • Support onboarding/offboarding and HR compliance., • Maintain multistate employment compliance and support HR policy development.Operations (10%), • Collaborate on office operations, facilities management, and major purchases., • Serve as administrator for cloud systems (QuickBooks, Tabs3, Egencia, Certify, etc.)., • Participate in operational strategic planning.Required Qualifications, • Bachelor’s degree in Accounting or related field; 7+ years of accounting experience., • 5+ years in a law firm or professional services environment., • Expertise in QuickBooks, Microsoft Office, and cloudbased administrative platforms., • Strong analytical skills and advanced Excel proficiency., • Experience with Tabs3/PracticeMaster., • Excellent communication, leadership, and projectmanagement skills., • Ability to manage multiple priorities with high accuracy.Preferred Qualifications, • CPA, CLM, SHRM certification, or similar., • Prior experience with plaintiff/defense law firms or billablehour professional services., • Advanced financial modeling or multistate tax knowledge.Additional Details, • Fulltime, exempt; onsite Monday–Friday., • Some travel required., • Reports to the Executive Director and Managing Partner; manages two direct reports.

Job Description Job Title: Commercial and Grant Accountant Location: San Francisco. Hybrid. Department: Accounting Reports To: Accounting Manager Job Status: Exempt, Full-Time Compensation: $76,000.00 to $83,000.00 per year, DOE; medical, dental, vision & retirement plan Summary: This position is primarily responsible for all commercial real estate accounting including rent tracking and reporting, processing of commercial A/P and A/R, commercial banking and related reporting for Mission Housing’s commercial properties. This position will also be responsible for grant accounting: submitting invoices to agencies, recording payments and distributions to residential properties. The position may also prepare various financial projections, coordinate & assemble due diligence materials and maintain asset management analysis summaries for each commercial property as part of the Accounting Team. The position participates in the execution of financial reporting, budgeting, forecasting and cash flows for MHDC’s commercial properties. Essential Functions: Commercial Property Accounting • Review commercial property invoices for appropriate coding and processing payment., • Process late fees, interest charges, billing adjustments and other charges as directed by Asset Management., • Prepare and enter commercial property related journal entries to accurately account for all costs., • Bill back tenants for services and utility expenses., • Manage the monthly rent invoice processing and receipts., • Monitor tenant AR details for non-payments, delayed payments and other irregularities, and assist Asset Management in identifying collection issues., • Track assigned commercial property budgets and lead monthly budget meetings to identify and discuss any cost/budget issues., • Review and ensure property expenses are properly recorded in a timely manner., • Prepare year-end work papers for commercial properties to facilitate the tax return preparation., • Reconcile commercial property budget and final cost reports and prepare yearly close-out., • Reconcile commercial bank accounts monthly., • Ensure leases are abstracted accurately and entered in NetSuite in a timely manner., • Prepare the CAM Reconciliations for Controller and AM to review., • Maintain internal controls, monitor controls at the property level, and make recommendations for improvements when necessary., • Package backup documentation with templates for HUD and HSH Continuum of Care and other Subsidies., • Enter values from allocated salary and benefits and admin expenses., • Edit backups to redact sensitive information., • Process applications for payment and request funds via CARBON, ELOCCS, GMS., • Maintain a pleasant friendly attitude among company personnel and commercial tenants so that a positive working environment exists. Strive for enhanced communication, effectiveness and continuity., • Communicate regularly with all other operating teams to assure achievement of company-wide goals., • Actively participate in cross-functional teams and meetings to promote the continual improvement of operating strategies, customer satisfaction and financial results., • Work and collaborate with finance, accounting, asset management and development teammates., • Interact with Property Management., • Assist with monitoring and enhancing current systems/processes for commercial and corporate accounting., • Assist Controller and Accounting Manager with special tasks., • Must have a BA or BS in Accounting or Business Administration, or related fields., • 2-3 years in Commercial Real Estate property management accounting or experience in accrual-based accounting for commercial and retail properties., • Experience with preparation of CAM reconciliations for commercial real estate projects., • Thorough understanding of generally accepted accounting principles and fixed asset accounting., • Experience with preparing financial statements and monthly variance analysis., • Understanding of real estate tax issues., • Excellent interpersonal, verbal and written communication skills., • Ability to work within a team-based environment., • Ability to handle multiple tasks., • Planning and organizational skills., • Preference for corporate real estate and commercial real estate accounting experience., • Technical Skills required – Microsoft Word, Excel, Outlook, NetSuite, • While performing the duties of this job, the employee is regularly required to sit; use hands; reach, talk and hear. The employee is occasionally required to stand, walk and drive., • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Mission Housing Development Corporation is a private nonprofit housing developer founded in 1971. Mission Housing's mission is to strengthen communities and build equity by creating and preserving service-rich affordable housing. We own 40 affordable housing buildings serving 3,500 families, seniors, and formerly unhoused San Franciscans. Mission Housing’s vision is vibrant communities where everyone has secure, affordable, and sustainable housing. Mission Housing is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, ethnic background, religion, sex, sexual orientation, age, national origin, or disabilities. Please let us know if you need any reasonable accommodations. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Mission Housing is a drug-free workplace as required by the “Drug-Free Workplace Act of 1988.”

Job DescriptionJob description Krutilla & Associates is a fast-growing CPA firm based in Walnut Creek specializing in tax and consulting services for a variety of large and mid-sized clients. Our clients include real estate opportunity funds, real estate investment trusts, homebuilders, technology companies, professional service firms, and high-net-worth individuals. Qualified candidates will obtain experience working on many challenging projects in a casual environment. Candidates will work as part of a team to complete tax returns and advise clients on tax planning opportunities. Candidates will also be expected to work some overtime but less than a typical CPA firm. As a Tax Manager/Sr Manager you will be responsible for the following: • Deliver a full range of tax services in compliance with laws and regulations, • Build relationships and interact with clients to provide excellent planning, consulting, and expertise, • Train, develop, and mentor team members, • Provide innovative tax planning and review complex income tax returns, • Identify and mitigate tax risksQualifications:, • 5+ years of tax experience in public accounting (8+ years for senior manager), • Familiarity with Microsoft Office products (including Word and Excel), • Advanced knowledge of accounting principles and current tax lawsJob Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental Insurance, • Flexible schedule, • Health insurance, • Paid time off, • Vision insurance, • Work from homeSchedule:, • Monday to FridayExperience:, • Accounting: 5 years (Preferred), • Tax Experience: 5 years (Preferred)License/Certification:, • CPA/EA (Preferred)Work Location: In person Flexible work from home options available.

Job DescriptionCompany Description The Linux Foundation is the organization of choice for the world's top developers and companies to build ecosystems that accelerate open technology development and commercial adoption. Together with the worldwide open source community, it is solving the hardest technology problems by creating the largest shared technology investment in history. Today, the Linux Foundation has over 2,000 corporate members from over 41 countries, including every single one the Fortune 100. The Linux Foundation has proudly created over $54B in shared technology value since inception. Job Description Reporting directly to the CFO, the Director of Finance and Accounting oversees all accounting and finance functions, including financial reporting, strategic planning, and the management of a high-performing team. This leadership role is responsible for ensuring the integrity of the monthly close process, maintaining robust internal controls, and ensuring full compliance with GAAP and statutory tax regulations. A key focus of the position involves driving operational excellence through the implementation of system upgrades, process improvements, and efficient business practices across a multi-departmental structure. The ideal candidate is a dynamic leader with over 10 years of experience who can balance strategic financial projects with the hands-on management of audits and stakeholder reporting. Key Responsibilities: * Under the supervision of the CFO, the Director of Finance and Accounting will lead and manage the finance and accounting departments, including teams responsible for financial reporting, planning, analysis and compliance * Responsibilities include monitoring the monthly financial close process, including ensuring all costs incurred are properly recorded; reviewing journal entries and account balance reconciliations; and financial statement preparation * Participate in the ongoing development and establishment of accounting policies and procedures and operational strategies including the review and implementation of process and system changes * Continuous focus on improving system efficiencies and business practices * Participate in strategic financial projects including financial reporting system upgrades and implementations * Ensure timely filing of all financial statements, reports, and tax filings, including VAT, with internal and external stakeholders * Interact at all levels and with budget owners or other stakeholders to produce timely, efficient, and accurate month-end close and all internal management and financial reporting * Collaborate with external auditors to ensure successful audit results and compliance * Maintain the chart of accounts to ensure accuracy in the general ledger and financial statements * Analyze the effect of statutory accounting practices and studies regulations and guidance to ensure correct application of Generally Accepted Accounting Principles * Develop and maintain effective internal controls to safeguard the company’s assets and ensure accuracy in financial reporting Qualifications * Passion for Open Source: A strong interest in Open Source, experience and exposure a plus but not required * Bachelor’s degree in Accounting, Finance, or Business Administration from an accredited institution * 10+ years of experience in finance and accounting roles, including 5+ years in a team leadership and management * Proven track record in financial reporting, strategic financial planning, and team management * Experience working in complex, large-scale organizations or companies with multi-department financial structures * Strong knowledge of financial regulations, accounting standards (GAAP), and tax laws * Excellent leadership, communication, and interpersonal skills * Proficiency in financial software (ERP systems, Excel, and financial modeling) * Ability to think strategically and manage complex financial scenarios * Ability to lead and motivate teams in a fast-paced, high-pressure environment * High level of integrity and transparency in financial reporting and decision-making * A proactive problem-solver with the ability to drive change and process improvements * Must be a dynamic self-starter with demonstrated ability to work independently on special projects Additional Information The Linux Foundation is creating the greatest shared technology investment in history by enabling open source collaboration across companies, developers, and users. We are the organization of choice to build ecosystems that accelerate open technology development and commercial adoption. The Linux Foundation is an all-remote workforce that hires world-class talent. We are as passionate about providing a flexible and supportive work culture as we are about open-source software. Collaboration is in our DNA, and we pride ourselves on being able to work closely together while not being tied to an office. We offer exceptional benefits - e.g., top of the line healthcare plans, unlimited PTO, and 100% 401k match up to the IRS-defined limit per year. The Linux Foundation is an Equal Opportunity Employer. Salary $170,000 USD All your information will be kept confidential according to EEO guidelines.

Job DescriptionSalary: $165,000 - $185,000 Title: Corporate Finance Accounting Director Reports to: Chief Financial Officer Pay range: $165,000- $185,000 Location: San Francisco, CA. This is a hybrid position, and candidates must be able to work at least four days per week in our San Francisco office. To Apply: Express interest in this role byfilling out our Talent Profileor emailing the search team directly . JOIN OUR MEDA TEAM Mission Economic Development Agency (MEDA) is a non-profit organization dedicated to promoting economic development and job creation in San Francisco's Mission District. Founded in 1973, MEDA has a long history of serving the community by providing access to capital, technical assistance, and training programs for entrepreneurs and small businesses. We also partner with individuals and families to build lasting prosperity through housing stabilization, small business support, workforce development, financial coaching, and education support. Rooted in San Franciscos Mission District, weve seen how economic opportunity transforms livesand were expanding that impact to communities nationwide. YOUR CAREER OPPORTUNITY MEDA's Corporate Finance Accounting Director oversees the company's long-term financial health by leading financial planning, budgeting, analysis, and reporting, and ensuring compliance with regulations. Key responsibilities include managing cash flow, providing strategic financial advice to leadership, preparing financial statements, and working to increase profits and reduce costs. The role requires strong leadership, analytical skills, and expertise in financial software and corporate finance principles. The Corporate Finance Accounting Director, specifically, has functional responsibility for corporate-level finance and accounting, which includes accounts payable, accounts receivable, banking and treasury management, grant accounting, and investors and financial institutions. The Corporate Finance Accounting Director leads all day-to-day non-real estate accounting operations and directly supervises the Corporate Controller and their team of 3, and the Associate Director of Grants and Compliance (and their team of 2). The Corporate Finance Accounting Director will ensure that MEDA has the internal controls, systems, and procedures in place to support effective financial operations and safeguard assets. As a member of the Senior Management Team, the Corporate Finance Accounting Director will work closely with the CRE (Real Estate) accounting director and staff, both to provide information on finance and accounting procedures and to continue to explore how the finance function can support the organization and to support its future growth and business planning efforts through modelling and analysis. DUTIES & RESPONSIBILITIES Specifically, you will: • Report to the organization's Chief Financial Officer, • Strategic Guidance: Providing expert advice to senior leadership on investments, financial decision-making, and strategies to drive profitability and growth., • Participate in strategic and operational planning, • Team Management: Managing and training the finance and accounting department staff, ensuring efficient workflows and adherence to financial policies., • Oversee and coordinate all corporate-wide (non-CRE/real estate) financial activities and personnel, • Financial Planning & Strategy: Developing and implementing long-term financial strategies and budgets that align with the company's overall goals., • Financial Analysis & Reporting: Analyzing financial performance, forecasting trends, and preparing detailed reports and presentations for senior management and the board of directors., • Oversee monthly department reporting and review variance analyses, • Assist with quarterly consolidated financial reporting and financial metrics, • Ad-hoc reporting as requested, • Budgeting & Forecasting: Overseeing the creation and management of company-wide budgets and financial forecasts to ensure financial stability., • Assist with the preparation of the annual department budget, • Review all corporate (non-real estate) operating budgets, • Compliance & Controls: Establishing and maintaining internal financial processes and controls, and ensuring the company complies with all relevant financial laws and regulations., • Assist with lender reporting and financial compliance, • Maintain a calendar of reporting requirements and other compliance deadlines, • Review and approve the recording of capital transactions, • Maintain a schedule of commitments and contingencies, • Monitor project development financing transactions, • Develop month-end closing procedures, implement internal controls, • Cash Flow Management: Monitoring and managing the company's cash flow to ensure adequate liquidity for operations., • Prepare and maintain a 3-year dynamic cash flow projection, • External Partner Relations: Maintaining relationships with funders/vendors/partners and managing funding from outside sources. Work with co-development partners to resolve issues, • Maintain relationships with banking institutions, public accounting, • Audit Responsibilities:, • Review corporate-wide (non-real estate) audits and tax returns, • Manage annual audit, • Support the annual non-profit organization audit YOUR KEYS TO SUCCESS To perform successfully in this role, you will need to leverage these key qualifications: • CPA (California), • Bachelors degree in Accounting, Finance or a related field, • 7-10 years previous experience in financial management, corporate finance, and accounting, • 5 years progressive management experience, • Strong analytical and critical thinking skills, • In-depth knowledge of financial analysis, accounting software, and corporate financial principles., • Advanced Excel skills, • Nonprofit and Sage MIP software a plus, • Excellent analytical skills, strong leadership abilities, and outstanding communication and interpersonal skills to effectively advise senior management and present financial data. YOUR MEDA EXPERIENCE Do meaningful work in an innovative workplace while being challenged for your professional growth. Joining MEDA means having meaningful experiences that develop achievers 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. We offer a market-leading benefits program that reflects MEDA's values and mission. We invest in people's lives and support our own people's health and financial well-being. Our core benefits include: • Comprehensive medical, vision, and dental insurance for employees and their dependents 100 percent covered by MEDA, • 401(k) plan for employees, • Generous paid time off - with a minimum of 20 days for new employees, • Employee Assistance Program that offers free financial or legal counseling to employees or their families, • Other forms of voluntary benefits 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 DescriptionTax Manager – Public Accounting | Hybrid or Remote Overview: A top-tier public accounting firm is hiring an experienced Tax Manager to help lead its growing tax practice. This is an opportunity to join a values-driven organization that places a high priority on flexibility, mentorship, and delivering client excellence. The firm supports hybrid work schedules and fully remote arrangements for the right candidate. Key Responsibilities: * Lead client engagements, including planning, budgeting, and supervising tax preparation and review processes * Provide expert-level tax compliance and consulting services to diverse clients * Mentor and develop junior staff and seniors within the department * Serve as a key point of contact for clients, offering proactive advice and fostering long-term relationships * Stay current with tax legislation and ensure clients remain in compliance while identifying opportunities for tax savings Qualifications: * Bachelor’s or Master’s degree in Accounting, Taxation, or related field * CPA license required * 5+ years of recent public accounting experience with a focus in tax * Strong technical knowledge in federal, state, and local tax regulations * Proven leadership ability and experience managing teams and client relationships Benefits & Work Environment: * Flexible hybrid work environment or fully remote option * Culture focused on professional excellence and personal well-being * Supportive leadership and clear career advancement paths * Competitive salary, bonus potential, and a robust benefits package Apply today by sending your resume to or connect with me to learn more! Direct Phone: 605-601-4597

Job DescriptionAscend Talent Solutions - Property Accountant Job Description Job Description: With excellent analytical skills, the primary responsibility of the Senior Property Accountant will be the financial management and reporting for the property working closely with the property management team. The Senior 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 Senior 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 Senior 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-forecasts., • Ensuring accounting transactions are recorded in accordance with GAAP., • Preparing CAM and tax reconciliations and other related period end tenant and vendor billings., • Reconciling the general ledger and updating supporting schedules and workbooks., • Preparing and recording journal entries for period end closing., • Responsible for cash management maintenance and reporting., • Ensuring timely processing of debt service payments., • Assisting Asset Managers with preparing and submitting draw requests to lenders., • Managing the Accounts Receivable processes including aging report, collections, and accurate rent data within in the financial system., • Assisting with preparation of annual financial reporting and footnote disclosure for audits., • Assisting with annual audit process., • 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. Requirements, • 5 years of previous accounting experience in commercial real estate with increasing responsibilities., • CPA or CPA candidate preferred., • Proficient in general accounting and financing principles - GAAP and FASB required., • Extensive knowledge of account payables, receivables, budgets, CAM calculations, and expenditure control is also required., • Highly proficient in MRI, Yardi, Timberline, Nexus or other commercial real estate software programs., • Advanced Excel skills required - V-lookups, Pivot Tables, etc., • Exceptional problem solving and analytical skills. Education, • Bachelor’s degree in accounting required. Benefits, • PTO, Medical, Dental, and Vision, 401-k

Job DescriptionRole Summary Our client, a well-established and highly profitable regional CPA firm, is seeking a direct-entry Tax Partner to lead and expand its State and Local Tax (SALT) practice in California. This role requires deep subject matter expertise in California state and local tax regulations and offers significant profit-sharing potential within a collaborative partnership structure. The selected candidate may be based in one of several California offices and will work a hybrid schedule. This opportunity offers strong work-life balance, leadership influence, and long-term growth within an established firm. Key Responsibilities * Provide technical review and approval of complex income, franchise, gross receipts, and sales tax returns * Lead and manage state and local tax examinations; represent clients before taxing authorities as needed * Serve as a subject matter expert in California SALT regulations; sales and use tax expertise strongly preferred * Advise clients independently on advanced SALT matters and planning strategies * Drive business development initiatives related to SALT services and maintain an active role in market expansion * Oversee and delegate complex tax research projects to ensure accuracy and efficiency * Manage client engagements to meet budget, timeline, and profitability targets * Supervise, mentor, and develop SALT professionals, including recruiting, performance management, and training * Participate in firm leadership activities, including quality control initiatives and practice development efforts * Collaborate closely with federal tax partners and other firm leadership * Monitor legislative and regulatory developments impacting state and local taxation Required Qualifications * 10–15+ years of progressive public accounting experience with increasing leadership responsibility * Demonstrated expertise in California state and local tax regulations * Proven record of managing complex SALT engagements and governmental tax examinations * Strong business development history in SALT-related services * Bachelor’s or Master’s degree in Accounting * Active and valid CPA or JD required * Completion of at least 40 hours of continuing professional education annually * Demonstrated leadership in staff development, engagement management, and firm operations Compensation & Work Model * Base compensation range: $200,000 – $300,000 annually, commensurate with experience * Direct-entry partnership with high profit-sharing potential * Large bonus potential * 5% employer contribution to 401(k) * Full benefits package * Hybrid work schedule * Relocation assistance available * Direct hire opportunity

Job DescriptionAccounting & Accounts Payable SpecialistLocation: Hybrid – San Francisco, CA Compensation: $65,000 – $90,000 base salary Schedule: Monday–FridayOnsite Requirement: Candidates must be willing to work five days per week onsite in the San Francisco office (8:30 a.m. – 5:30 p.m.) during the initial training period, transitioning to a minimum of two days per week onsite thereafter.Work Authorization: Must be authorized to work in the U.S. — no visa sponsorshipBenefits • 401(k), • 401(k) matching, • Health insurance, • Dental benefit, • Vision insurance, • Life insurance, • Disability benefits, • Paid time off, • Parental leaveThe OpportunityHireNow Staffing is acting as a direct placement partner for an established AV-rated civil litigation law firm seeking a detail-oriented Accounting & Accounts Payable Specialist to join its San Francisco office.This role is ideal for an energetic, self-motivated accounting professional who thrives in a fast-paced, high-accountability environment. The position plays a key role in ensuring accurate accounts payable operations, supporting vendor management, and assisting with broader finance functions as needed. Law firm experience is strongly preferred, and occasional accounts receivable support may be required.Candidates must demonstrate resume stability and long-term professional continuity. Contract-heavy, freelance, or short-tenure work histories will not be considered.Key ResponsibilitiesCandidates will be considered for interview based on demonstrated ability to perform the following responsibilities with accuracy and professionalism:, • Monitor and reconcile ledgers; prepare and distribute daily accounts payable reports across multiple bank accounts, • Verify, code, and process operational and third-party invoices, including managing invoice holds and payment cycles, • Review, reconcile, and process corporate credit card statements, employee reimbursements, and expense reports, • Reconcile monthly vendor statements and investigate and resolve discrepancies, • Maintain vendor W-9 documentation and support annual 1099 reporting, • Assist with financial reporting, tax audits, and special finance projects, • Maintain compliant vendor files in accordance with security and BAA requirements, • Support management with vendor contracts and ongoing vendor relationships, • Provide occasional accounts receivable support as neededOnly candidates with proven accounts payable ownership and strong attention to detail will be considered.Required Qualifications (Non-Negotiable)These qualifications are mandatory. Candidates who do not meet all requirements will not be considered., • Associate's degree in accounting required (bachelor's degree preferred), • Strong knowledge of accounts payable processes and best practices, • Proven ability to meet deadlines while managing multiple priorities independently, • Exceptional attention to detail, accuracy, and confidentiality, • Strong communication, organization, and problem-solving skills, • Stable resume history with demonstrated job longevity, • Ability to commit to the onsite training schedule in San FranciscoPreferred Qualifications (Strong Differentiators)Candidates with the following background will be viewed as standout applicants:, • 2–3 years of general accounting or accounts payable experience, • Accounts receivable exposure, • Prior experience in a law firm or professional services environment (strongly preferred), • QuickBooks experienceCore Competencies, • High-detail financial processing and reconciliation, • Vendor and contract coordination, • Deadline-driven execution with minimal supervision, • Professional discretion and integrity

Job Description LOCATION: San Francisco, CA, Washington, DC, or U.S. Remote FULL/PART TIME: Full-time, Exempt REPORTS TO: President, Climate Imperative POSITION SUMMARY The Chief Financial Officer (CFO) will be responsible for the financial strategy and planning of the organization, ensuring financial health and sustainability. As a key member of the leadership team, the CFO will partner with the Climate Imperative Leadership Team and Board of Directors to drive organizational growth, develop long-term financial plans, manage resources efficiently, and ensure compliance with regulatory and grantor requirements. This role will report to the President and board officer. OUR COMMITMENT We are committed to diversity, equity, & inclusion and to a transparent recruitment process that fosters belonging. Our goal is to hire and advance people regardless of race, gender, ability, sexual orientation, age, citizenship status, military service, medical condition, and any other protected characteristic under local, state, or federal law. We encourage people from all backgrounds to apply. We are committed to an accessible application process and employee experience. If you need a reasonable accommodation during the application or interview process, please email . KEY RESPONSIBILITIES Financial Strategy & Leadership • Partner with the Leadership Team and Board of Directors to develop and implement financial strategies that align with the organization's mission and long-term goals, • Serve as the organizational leader in all areas of finance and grants management, including managing and mentoring senior members of the finance and grants management teams, • Oversee the finance and grants management teams, ensuring accurate and timely accounting, budgeting, financial reporting, and grants management and compliance, • Support the team through financial modeling and reporting, • Prepare and present financial statements, including cash flow analysis, income statements, and balance sheets, to the Board of Directors, Leadership Team, and other key stakeholders, • Provide useful financial insights to help make better decisions about formulating and executing business strategy and risk mitigation, • Oversee long-term budgetary planning, forecasting, and cost management in alignment with the organization's strategic plan, • Develop and oversee the annual budget in coordination with program and department heads, • Monitor organizational performance against budget and recommend adjustments as necessary to stay aligned with financial goals, • Identify and implement cost-saving measures to improve financial efficiency, • Manage financial risks by developing and implementing internal controls, policies, and procedures that safeguard assets and ensure compliance with donor requirements, audits, and applicable laws, • In collaboration with the General Counsel, ensure compliance with federal, state, local, and organizational laws, regulations, guidelines, and best practices, • Ensure that grant activities comply with all legal, ethical and funder requirements, • Oversee annual audits and ensure timely and accurate filing of financial statements and tax returns, • Advise the Board and leadership team on risk management, financial controls, and investment strategies, • Ensure the integrity of financial operations, including compliance with Generally Accepted Accounting Principles (GAAP) and other regulatory requirements, • Bachelor's degree in Finance, Accounting, Business, or related field (Master's degree or CPA preferred)., • Minimum of 10 years of progressively responsible experience in financial and grants management, including nonprofit experience, • Able to balance high-level strategic leadership with the capability to engage directly in detailed financial work to ensure accuracy and execution, • Strong understanding of nonprofit financial management, including grant compliance, fund accounting, and 990 reporting, • Strong understanding of the grant lifecycle and best practices in grants management, • Experience operating in a small to mid-sized non-profit with a philanthropic (contributed revenue) business model, • Demonstrated success in leading and managing teams, with a commitment to coaching and staff development, • Strategic thinker with the ability to analyze complex financial information and make sound recommendations, • Excellent communication skills, with the ability to present financial information to non-financial stakeholders, • Proven experience with financial software and systems, as well as proficiency in Excel and financial modeling, • Ability to lead and work collaboratively in a team environment, • Strong analytical and problem-solving skills, • Attention to detail and commitment to accuracy, • Interest, passion, and commitment to reducing climate change This role is done primarily in an office environment. An employee must be able to satisfy the following physical requirements with or without a reasonable accommodation. • Remain in a stationary position (at a desk) for at least 75% of the day, • Use hand and fingers to type SALARY We provide a salary commensurate with qualifications and experience. The target national salary range is $290,000 to $310,000 with adjustments made for people in higher-expense markets, i.e. the San Francisco Bay Area and Washington D.C. Currently, all staff local to the San Francisco and DC offices go into the office one to three days a week. Equity is incredibly important to the organization, and a pay audit for equity is completed annually. BENEFITS We provide a comprehensive benefits package to all U.S.-based employees. If a specific position is open to international employees, benefits will vary based on geographical location. The U.S. benefits include: • Up to 100% of premium paid for medical, dental, and vision, • Short term and long term disability insurance, • Company sponsored life insurance and voluntary life, • Carrot fertility and family planning benefits, • Student loan repayment assistance, • 401k retirement plan with a company match contribution, • Annual professional development budget, • Internet, cell phone, and health & wellness reimbursement, • 14 paid holidays and four weeks of paid time off (PTO), • Paid parental leave, jury duty, and bereavement, • Public transportation benefit options for office staff, • Regular staff lunches and team building activities, • SF and DC office stocked with healthy snacks and beverages Climate Imperative is committed to diversity, equity, & inclusion and to a transparent recruitment process that fosters belonging. Our goal is to hire and advance people regardless of race, gender, ability, sexual orientation, age, citizenship status, military service, medical condition, and any other protected characteristic under local, state, or federal law. We encourage people from all backgrounds to apply. We are committed to an accessible employee experience. If at any time you need a reasonable accommodation, please contact . ABOUT US Climate change is governed by physical facts—about carbon sources, accumulation, impacts, and timing, and more importantly, about solutions that work. These facts must inform strategy: they show that avoiding dangerous climate change is only possible through strong policy to cut carbon, promptly, in the biggest countries. To address these issues, Climate Imperative was founded to provide resources to the field of climate policy in this decisive decade. Climate Imperative is a 501(c)(3) public charity focused on solving the climate crisis at speed and scale by providing funding, technical support, and expertise to win the world's most significant emissions reduction policy decisions this decade. We support a hybrid work environment and require all employees to come together in person one to two times per year.

Job Description Elevate your career to new heights as a Senior U.S Tax Senior Manager at our client's Big 4 prestigious accountancy firm in the Cayman Islands! In this dynamic role, you will lead a talented team of tax professionals in delivering comprehensive tax strategy, planning, and compliance services to esteemed clients within the Financial Services sector. As a strategic leader, you will play a vital role in driving business development initiatives, fostering strong client relationships, and providing expert guidance to your team to ensure the successful execution of projects. A minimum of 7 years of extensive U.S taxation work experience, with a focus on investment funds or international corporate structures is required. Responsibilities • Lead a team of tax professionals in delivering comprehensive tax services to clients., • Drive business development initiatives and contribute to the growth of the firm., • Provide expert guidance and mentorship to team members., • Ensure compliance with tax laws and regulations., • Develop and maintain strong client relationships. Capabilities and Skills Required: • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures., • Bachelor’s degree in accounting/taxation or a related field, coupled with relevant professional certifications (e.g., CPA, IRS Enrolled Agent)., • Proven ability to thrive in a fast-paced environment, with a demonstrated track record of delivering superior results., • Strong leadership skills, including the ability to inspire and empower team members to achieve their full potential., • Exceptional communication and interpersonal skills, enabling effective collaboration with clients, colleagues, and stakeholders., • Essential background in Financial Services, with expertise in private equity and/or hedge funds is required Education and Experience Level: • Bachelor’s degree in accounting/taxation or a related field., • Minimum of 7 years of extensive U.S. taxation work experience, with a focus on investment funds or international corporate structures. Qualifications Required: • Certification as a U.S. Certified Public Accountant (CPA) or IRS Enrolled Agent (required) Benefits • Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents., • Relocation support, including accommodation, transportation, and flights for the candidate and their family., • Pension contribution and generous vacation allowance, including additional closure periods. Confidentiality Statement At Quix Recruitment, we prioritize confidentiality throughout the recruitment process. We understand the sensitivity of exploring new career opportunities while currently employed. Rest assured that when you apply through Quix Recruitment, your application is kept completely confidential from both your current employer and the hiring company. If we determine that you might be a good fit for the position, we'll arrange a confidential call with you to discuss the opportunity in more depth. Only after obtaining your permission will we share your CV with the hiring company. Disclaimer Please note that all personal information collected during the application process will be used for recruitment-related purposes only. We are committed to protecting your privacy and will not disclose your information to any third parties without your consent.

Job Description Position: Tax Senior Manager Location: Remote (California-based) Type: Full-time, Exempt | Remote Work Environment A well-established mid-sized accounting and advisory firm is seeking an experienced Tax Senior Manager to join its team in a fully remote capacity. This role offers the opportunity to lead complex engagements, manage a talented tax team, and advise clients across various industries while maintaining work-life flexibility and professional growth. Key Responsibilities • Review complex tax returns for individuals, partnerships, S corporations, and C corporations., • Conduct technical reviews and approvals of tax filings and governmental examinations., • Lead client relationships and ensure exceptional service delivery across assigned engagements., • Oversee and mentor tax staff in a remote environment; delegate tasks to ensure accuracy, timeliness, and workflow efficiency., • Serve as a technical expert on complex tax matters and industry-specific issues., • Represent clients before federal, state, and local tax authorities as necessary., • Contribute to recruiting, coaching, training, and career development initiatives for team members., • Support ongoing process and software improvements to enhance remote collaboration and productivity., • Assist in business development through client referrals, networking, and thought leadership.Qualifications, • Bachelor's degree in Accounting required; Master's in Taxation preferred., • Active CPA license and membership in good standing required., • 7+ years of progressive tax experience in public accounting., • At least 2 years of experience representing clients before tax authorities., • Minimum of 1 year of experience supervising tax professionals., • Strong knowledge of current federal, state, and local tax laws., • Proficiency in modern tax preparation, planning, and research software., • Ability to manage remote teams and maintain effective communication in a virtual environment., • Willingness to work extended hours during peak tax season.

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 Procurement Specialist is responsible for the purchase of electrical equipment, construction materials, and issuing subcontracts in support of large construction projects. This position will manage, plan/forecast, procure inventory with the Procurement Department for multiple suppliers, maximizing metrics aligned with Company corporate strategic directives. WHAT YOU'LL DO: * Receive verbal and written requisitions for materials and equipment from project managers and field operations. * Review and source materials and equipment in accordance with established company practices and procedures. * Solicit quotations from vendors. Review, analyze and present findings to management with emphasis on best economic value and defined company procurement objectives. * Generate and distribute purchase orders accordance with established company procedures. * Responsible for the tracking and expediting of all existing orders. Update and maintain scheduling in procurement system. * Support estimating department by contacting vendors for budgetary quotations for materials and equipment in the preparation of bids. * Solicit and prepare submittal documentation in support of project managers. * Perform additional duties as directed by corporate managers, or division manager. * 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 electrical equipment and construction materials * Knowledge of procurement techniques, procedures, policies, and accounting * Proficient in using a computer and Microsoft Office (Outlook, Word, Excel, etc.); Oracle preferred * Prioritize and manage multiple tasks, changing priorities as necessary * Work under pressure and adapt to changing requirements with a positive attitude * Excellent oral and written communication skills * Self-motivated, proactive and an effective team player * Interact effectively and professionally with all levels of employees, both management and staff alike, vendors, clients, and others WHAT YOU BRING TO US: * Two or more years of experience of electrical construction procurement experience * High school diploma or equivalent * Can be a combination of education, training, and relevant experience WORKING CONDITIONS: * General work environment - sitting for extended 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 typically low to medium; it can be loud on a job site. * Occasional lifting of up to 30 lbs. * 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. 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 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, veteran status, pregnancy, age (over 40), or any other categories protected by applicable federal, state, or local law. Pay Range $85,200.00-$111,900.00 Annual 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 Head of Finance / VP Finance Toybox Labs — Remote (US) About Toybox Toybox is building the next generation creative platform for kids through 3D printing. Our ecosystem combines hardware printers, consumables, and a fast-growing subscription platform that lets kids instantly create and print toys from a massive digital library. Toybox has grown to $30M+ in annual revenue, selling over 200,000 printers globally through ecommerce, retail, and international distribution. As we continue scaling, we are looking for a Head of Finance / VP Finance to build and lead the company’s finance function. This is a foundational leadership role reporting directly to the CEO. You will build the financial infrastructure, lead strategic financial planning, and hire the accounting team needed to support Toybox’s next phase of growth. ResponsibilitiesFinancial Strategy & Planning • Build and maintain the company’s financial model and long-range planning framework, • Develop 3-statement forecasts, cash flow models, and scenario analyses, • Lead annual budgeting and ongoing financial forecasting, • Provide financial insights to leadership to support strategic decision making, • Develop LTV and CAC models across ecommerce, retail, and distribution channels, • Perform cohort and contribution margin analysis, • Evaluate bundling and pricing strategies, • Identify opportunities to improve unit economics and marketing efficiency, • Build COGS and landed cost models including manufacturing, freight, tariffs, and duties, • Analyze inventory capital and working capital requirements, • Partner with operations and logistics teams to reconcile 3PL inventory data, • Oversee accounting operations including month-end close and financial statements, • Design scalable financial processes and controls, • Manage accounting systems and tools (QuickBooks, payment systems, payroll providers), • Hire and manage a Senior Accountant / Controller-level operator, • Manage company cash planning and liquidity, • Build financing strategies to support company growth, • Work with lenders and financial partners on credit facilities and working capital financing, • Oversee financial preparation for tax filings, • Coordinate with external tax advisors, • Ensure compliance with federal, state, and international tax requirements, • 7–15 years of experience in finance, FP&A, corporate finance, or startup finance leadership, • Experience building financial models and forecasts, • Experience overseeing accounting functions and monthly close processes, • Strong analytical ability and comfort working with messy operational data, • Experience in high-growth startups or scale-up companies, • Build a clean financial model and forecasting system, • Improve financial reporting and operational visibility, • Implement stronger inventory and cost tracking systems, • Hire and onboard a senior accounting operator

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 DescriptionDescription: Community Initiatives is an Oakland-based nonprofit service organization providing over 150 nonprofit projects with fiscal sponsorship services including tax-exemption, accounting and financial oversight, risk management and insurance, legal compliance, grants management, payroll, and human resource services. Our fiscally sponsored projects (FSPs) represent all nonprofit sectors––arts and culture, education, environment, health, human services, and public affairs. While many of our projects are in the San Francisco Bay Area, others operate in various states and international locations. This is currently a hybrid role working at least one day/week in our office in downtown Oakland. The Project Accountant position is a hands-on growth position responsible for the accurate and timely provision of accounting services to support and enhance the Community Initiative’s clients. The Project Accountant will have a working relationship with the Client Services Team and the various projects sponsored by Community Initiatives, as well as provide support for other positions within the administrative section of the organization. Reports to the Assistant Controller. KEY RESPONSIBILITIES INCLUDE: • First contact for a portfolio of clients regarding finance and accounting matters, • Explain financial statements to clients that have varying levels of financial expertise, • Compile and analyze client financial information including annual budget data, revenue, and expenses, • Ensure financial information has been recorded accurately, • Perform reconciliations of accounts, GL analysis, and revenue recognition for incoming funds, • Prepare balance sheets, profit and loss statements and other financial reports, • Provide support to projects in tracking grants and assist in preparing cost-reimbursable invoices for private and public funding sources, • Build financial models for clients, including cash flows, to support forecasting and financial planning, • Prepare and post journal entries and assist with month-end close process, • Prepare special reports as requested by the Client Services Managers, Clients, and Finance and Accounting Team, • Analyze revenue and expenses for proper GL account coding, • Research unusual accounting items, solve puzzles, and recommend process improvements, • Maintain a strong service orientation while balancing accuracy, deadlines, and compliance requirements, • Assist with other duties, projects, and initiatives as assigned.Requirements:, • Requires a minimum of 3 years of finance and accounting experience, • Experience working with nonprofit organizations preferred, • A Bachelor’s degree in Accounting or Business with an Accounting or Finance concentration is desirable, • Understanding of nonprofit accounting principles, GAAP, and fund accounting, • Must be proficient in Microsoft Excel and skilled in using other Microsoft applications (e.g. Word, Outlook, Teams, etc.), • Experience with enterprise accounting software; experience with Sage Intacct a plus, • The candidate will also have excellent oral and written communication skills and attention to detail is a must, • Demonstrated ability to work collaboratively in a team-oriented environment and exceptional client service skills are required, • Self-starter with the skills to work independently with minimal supervision and with the ability to manage multiple projects and deadlines simultaneously We’re currently working in office (downtown Oakland – near 12th Street BART) at least one day/week and that may increase in the future. This is a full-time position that includes excellent benefits and a competitive salary commensurate with experience ($75,000-$85,000/year). Comprehensive benefits package including: • Fully paid medical, dental and vision, • 401k and 5% employer match, • Fully paid basic life insurance, LTD, STD coverage, • 4 weeks paid vacation, • 14 paid holidays Community Initiatives is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, marital status, disability or protected veteran status, or any other status or characteristic protected by federal, state, or local law

Job Description Tax Senior Manager Work location: San Francisco, CA. Hybrid schedule will be considered. Responsibilities: • Review complex Federal and multi-state tax returns for individuals, trusts, estates, and pass-through entities, • Review gift tax returns, • Review quarterly and year-end tax projections, • Review tax workpapers, • Deliver clear requests for information via phone or email directly to clients, • Research Federal, state, and cross-border tax issues, • Strategize with partners and the client engagement teams on tax planning, • Work closely with the management team to mentor, train, and supervise staff Basic qualifications: • CPA, • Bachelor’s degree in Accounting, Finance and/or Taxation, • 7+ years experience, • Recent or current experience servicing High Net Worth and/or Family Office clients, • Proficient with use of GoSystem Tax RS is a plus We are an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran

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. Regis UHNW Team: Our Regis Group was specifically formed to serve ultra-high-net-worth families ($25M+), who face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make sense of their financial situation, make smart decisions, and live the lives of their dreams. You will be the primary relationship manager and responsible for delivering a boutique-level and highly intimate experience to each client, backed by the full strength of a national fiduciary with a deep bench of functional experts in all areas of wealth management. Working as a team with these specialists, you will help a wide range of private investors, business owners, company executives, creators, and those stewarding generational wealth to overcome obstacles and progress towards their goals with more confidence and less stress. Join us and be part of this exciting journey as we shape the future of financial planning and wealth management. 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. 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. The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation. This position may also be eligible for a comprehensive benefits package, which includes: • Medical, dental, and vision coverage, • Life insurance, • 401(k) contributions, • Health Savings Account (HSA), • Short- and long-term disability, • Additional benefits designed to support your health and financial well-being Base Pay Range$170,000—$210,000 USD 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 . Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. 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 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 DescriptionDescription: Location: Hybrid, remote and on-site at our Oakland or Los Angeles Office. Classification: Non-Exempt Job Summary Community Initiatives is an Oakland-based nonprofit service organization providing over 150 nonprofit projects with fiscal sponsorship services including tax-exemption, accounting and financial oversight, risk management and insurance, legal compliance, grants management, payroll, and human resource services. Our fiscally sponsored projects (FSPs) represent all nonprofit sectors––arts and culture, education, environment, health, human services, and public affairs. While many of our projects are in the San Francisco Bay Area, others operate in various states and international locations. The Accounts Receivable Specialist is responsible for the day-to-day execution of cash receipts processing, deposit tracking, fundraising and payment platform administration, and accounts receivable support for Community Initiatives and its fiscally sponsored projects (FSPs). This role plays a critical operational function in ensuring funds received by Community Initiatives are accurately identified, documented, reconciled, and communicated to internal stakeholders. The position works closely with Project Accountants and accounting leadership to support accurate financial records, strong internal controls, and timely resolution of discrepancies across multiple systems. Key Responsibilities: Cash Receipts Processing & System Administration • Download daily lockbox deposit reports from the bank and prepare Excel-based cash receipt logs for checks and cash received directly by the office., • Upload deposit data and supporting documentation into internal systems used for cash receipt tracking, project attribution, and downstream accounting., • Accurately identify and attribute receipts to the correct fiscally sponsored project and funding source., • Send deposit notifications to receiving projects through established internal systems or workflows., • Research unidentified or unclear receipts by reviewing internal systems (e.g., accounting systems, CRM/donor systems, shared inboxes) and external platforms (e.g., PayPal Giving Fund, CyberGrants, Zeffy, Neon One)., • Proactively reach out to funders, platforms, or fiscally sponsored projects to obtain missing information and resolve attribution issues., • Prepare weekly reconciliations between internal cash receipt records and bank activity to ensure completeness and accuracy., • Prepare monthly reconciliations between fundraising/payment platform reports, bank deposit records, and the accounting system., • Research and document discrepancies and escalate unresolved or systemic issues to accounting management., • Prepare and maintain structured fundraising platform workbooks (e.g., Fundrazr, Benevity, Stripe, Square, Eventbrite) to support accurate deposit tracking and upload into the accounting system., • Assist with onboarding and setup of new fundraising or payment receipt platforms, including data testing and documentation., • Review accounts receivable aging reports monthly with Project Accountants and assist with follow-up on outstanding payments as requested., • Assist Project Accountants with applying payments to AR invoices in the accounting system, as needed., • Assist with various billing activities (e.g., cost-reimbursable grants, service billing) upon request., • Support continuous improvement of cash receipts and AR workflows through adherence to documented procedures and identification of process gaps., • Maintain organized documentation related to deposits, reconciliations, platforms, and receipt research., • Assist with internal and external audit requests by preparing schedules, reports, and supporting documentation related to cash receipts and AR activity. Required • 2–5+ years of experience in accounts receivable, cash receipts, or general accounting., • Experience working with accounting systems and databases (e.g., Sage Intacct or similar ERP systems)., • Familiarity with GAAP for nonprofits and/or experience supporting sponsored programs., • Strong attention to detail and ability to manage high transaction volumes across multiple entities., • Demonstrated ability to research, reconcile, and resolve discrepancies., • Bachelor's degree in accounting, finance, or related field, • Experience in a nonprofit, grant-funded, or fiscal sponsorship environment., • Experience working with CRM or donor management systems (e.g., Salesforce)., • Experience working with online payment and fundraising platforms., • High degree of comfort with Excel (sorting, reconciliation, basic formulas)., • Accuracy and attention to detail, • Strong organization and follow-through, • Problem-solving mindset, • Ability to manage routine deadlines while handling exceptions, • Analytical and critical thinking, • Strong problem-solving ability, • Attention to detail, • Team player with strong interpersonal skills Working for Community Initiatives CI offers a comprehensive benefits package including: • Fully paid medical, dental and vision, • 401k and 5% employer match, • Basic life insurance, AD&D, STD & LTD, • 4 weeks of paid vacation, • 12 days of paid sick leave, • 14 paid holidays Pay: $34.00 - $37.00 per hour Equal Employment Opportunity Community Initiatives is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, marital status, disability or protected veteran status, or any other status or characteristic protected by federal, state, or local law.

Job DescriptionSalary: $250,000 - $315,000 base salary (depending on professional experience) Title: Chief Financial and Operations Officer Reports to: Head of School Primary Responsibilities: As a key member of the senior administrative team and the leader overseeing the schools finances and daily operations, the CFOO works in close partnership with the Head of School, the Board of Trustees, administration, faculty and staff, parents, and outside professionals to oversee and strategically manage the financial well-being and daily operations of the school. Classification: Exempt; Full-Time; In-Person;12 months Benefits: Generous benefits package that centers employee health, well-being,and quality of life (medical, dental, & vision; fresh, seasonal daily lunch options crafted by our in-house chef and Culinary Services team; access to unlimited coffee, tea, and breakfast staples; relocation stipend; retirement match (after two years); monthly public transportation reimbursement; professional development stipends for all employees; ~30 regular paid holidays*, ten sick days (accrued as per California law), and four weeks of personal vacation time accrued annually. (*The CFOO follows the schools holiday calendar; while these periods are typically quieter and may be work-light or work-free, this leadership role requires availability for operational matters as needed and/or for emergencies.) CFOO - Opportunity Statement Responsibilities: 1. Strategic Financial Leadership • Partnership with the Head of School, • Collaborate closely with the Head of School to ensure the short- and long-term financial health of the School, giving careful attention to the stated priorities in the strategic plan Lead With Love and, potentially, CAIS/WASC recommendations, • Along with the other members of the Administrative team, champion the continuous implementation and improvement of our current strategic plan and help inform the design and implementation of future strategic plans, • Develop and update the schools long-term financial model to provide guidance to the Head of School and board of trustees to support strategic decision-making, • Provide sophisticated financial modeling for bold strategic initiatives, • Planning & Budget Development, • In collaboration with the Head of School and Board of Trustees, oversee the five-year planning and annual budgeting processes, including taking primary responsibility for the review of benchmarking statistics and other key financial analyses, • Integrate enrollment projections, retention strategies, and demographic trends into comprehensive financial planning models, • Ensure that all work in the Business Office is compliant with the law and aligned directly and specifically with the schools strategic plan Lead With Love, • Board Partnership, • Represent the Head of School in working through and communicating financial matters with the Board of Trustees in general and the Finance and Investment Committee in particular, • Partner with the Finance and Investment Committee Chair to ensure that financial analysis is relevant and accurate and that all policies and procedures are followed closely., • Community Education, • Educate and support the schools administrative team, faculty, staff, and parents so that they clearly understand the schools operating budget and finances 2. Financial Management and Reporting • Financial Operations, • Ensure that the monthly close and related reporting are completed in a timely and accurate manner, also providing specific reports to school leaders so that they can track their spending, • Work in partnership with the Finance and Investment Committee Chair and the schools investment managers to oversee the strategic investment of the schools endowment and reserves and ensure adherence to the Boards investment policy, • Cash & Investment Management, • Ensure that the Schools cash is managed wisely and that operating reserves are invested in a fiscally responsible manner, • Work in partnership with the Finance and Investment Committee Chair and the schools investment managers to oversee the strategic investment of the schools endowment and reserves and ensure adherence to the Boards investment policy, • Analysis & Reporting, • Develop and present a quarterly dashboard of financial strength indicators to present to the senior administrative team and Board of Trustees, • Advancement Collaboration:, • Work in close partnership with Executive Director of Institutional Advancement to ensure that the work of the Business and Advancement Offices is coordinated, accurately reported, and compliant with accounting standards, especially in a period of a major capital fundraising 3. Campus Transformation Projects * • Work in partnership with Head of School to understand, articulate, and execute the vision of campus transformation projects and their connection to the strategic plan, • Administer the cash flow model of construction projects, working closely with the Executive Director of Institutional Advancement and Construction Manager to ensure appropriate liquidity levels to execute plans, • Act as main liaison with key partners (i.e. architects, land use attorneys, bankers) to ensure proper coordination and effective communication, • Supervise Construction Manager to assist with any issues relating to the Schools operations and program requirements during construction, • Ensure proper communication of timelines, deliverables, and milestones on campus transformation projects to all school constituencies impacted by it, • Inform the Finance and Investment Committee and Board of Trustees about the potential impact of construction projects as they relate to the finances of the School (cash flows and balances, balance sheet, investment funds, and statement of activities), • Participate as a standing member of core project teams, working closely with the Buildings & Grounds and Finance & Investment committees and Campaign Cabinet (as needed), • Ensure appropriate insurance coverage and high standards for safety during construction projects 4. Operations Leadership • Business Office Team, • Supervise, inspire, and support Business Office team, • Foster unity, shared purpose, and accountability, within the Business Office team, • Build team capacity through cross training and professional development, • Facilities Management, • Supervise and work in close partnership with Facilities Director from Hines Building Maintenance (HBM) to care for all aspects of the physical plant (i.e. safety, security, repairs, and cleanliness), • Partner with Facilities Director on long-range capital planning, deferred maintenance prioritization, and building maintenance schedules, • Culinary Services, • Supervise and work in close partnership with Director of Culinary Services to ensure excellence, support, and safety in all aspects of the schools food service operations, • Campus Security & Safety, • Partner with Facilities Director & Head of School to maintain robust campus security protocols, emergency preparedness plans, and visitor management systems 5. Risk Management & Compliance • Audit & Tax, • Support the Senior Accounting Director, chair of the Audit and Risk Committee of the Board of Trustees, and auditors in the annual audit and filing of all governmental reporting and tax forms, • Risk & Insurance, • Lead annual risk assessment review, attending to risk management in all aspects of school finances, personnel, and operations; work in partnership with the Head of School as a liaison to legal counsel, insurance brokers, auditors, bankers, etc. as needed, • Oversee the School's insurance policies, with an eye toward risk management and cost containment, • Policies & Compliance, • In partnership with the Head of School and administrative team colleagues, ensure the Employee Handbook is reviewed and updated annually to reflect changes in employment laws, changes in policies and protocols, etc., • Ensure compliance with federal, state, and local regulations, including tax-exempt status, business licensing, and educational institutional standards, • Support CAIS/WASC seven-year reaccreditation process by ensuring financial operations, policies, and reporting meets accreditation standards (Self-Study due in 2026; Visiting Team in 2027) 6. Technology & Systems Management • Work in partnership with the Director of Technology to fund and sustain a robust infrastructure that supports the technological demands of the school, • Lead, in partnership with the Director of Technology, an organized and successful transition to Veracross and support all back office systems (Docusign, Facts, etc.) 7. Board & Community Relations • Board Partnership, • Serve as an ex-officio member of the Board of Trustees (and designated officer of the school) and Retirement Plan Committee (RPC), • Serve as administrative liaison to three committees of the Board of Trustees (Finance & Investment; Audit & Risk; Buildings & Grounds), working closely with the respective committee chairs on preparing agendas, minutes, etc., • Participate in and lead strategic work of the Board of Trustees by involvement in ad hoc task forces or discussion groups (i.e. compensation models, financial assistance, auxiliary revenue), • Community Communications, • Develop and deliver annual presentations regarding the Schools financial well-being and/or building projects to employees, trustees, and parent community (i.e. State of the School), • External Reporting, • Gather and submit annual statistics in a timely manner to local, regional, and national organizations (i.e. CAIS, NAIS), independently generating thoughtful analyses as well as creating reports upon request of the Head of School and/or Board of Trustee 8. Other • Perform other duties consistent with the above responsibilities Desired Personal and Professional Qualities in the Chief Financial and Operations Officer * • Takes pride in having a reputation for consistently outstanding work performance, authentic and meaningful relationships, and ethical behavior in a mission-driven and fast-paced environment, • Has some experience of, or connection to, the importance of an educational mission that is devoted to girls and young women, • Understands the importance of visibility in the school; remains engaged in day-to-day operations while empowering leaders to manage their areas of responsibility, • Demonstrates professional maturity and personal warmth, with demonstrated ability to work effectively and sensitively with people from diverse cultural and economic backgrounds, • Exudes a balance of gravitas and levity and a strong sense of selfexcited and ready for participation on a dynamic leadership team, • Acts as a culture carrier, fostering trust, transparency, and shared commitment to Hamlins mission and Creed in all arenas, • Leads continuous improvement of technology systems to enhance transparency, efficiency, and data-informed decision making Required Professional Experience and Skill Qualifications * • A minimum of ten years of progressively responsible financial positions in the academic, nonprofit, or for-profit sectors, including budget management, staff supervision, and strategic planning, • Track record of strong and innovative financial leadership, as evidenced by robust work experience in developing and implementing programs and working effectively across an organization, • Demonstrated excellence in financial modeling, scenario planning, and strategic analysis, • Bachelors degree required; MBA and/or CPA strongly preferred, • Excellent oral and written communication skills, including the ability to present fiscal information and reports to the Board and other groups, both internally and externally, • Ability to work well independently and collaboratively, managing multiple priorities, and meeting internal and external deadlines effectively and efficiently, • Excellent interpersonal skills, including the ability to listen and be responsive to colleagues, families, trustees, business professionals external to the school, and vendors, • Experience in managing, guiding, and developing high-performing teams, with an emphasis on joy, collegiality, and productivity, • Advanced proficiency in Excel and financial modeling. Experience with accounting software Blackbauds Financial Edge and Raisers Edge preferred. Comfort learning and implementing new systems Work Authorization Requirements • Clear the Department of Justice background screening (Livescan), • Authorized to work in the United States (I-9), • Provide health (TB) clearance (an update is expected every four years) Work Environment • The work environment characteristics are representative of those in a normal classroom/school setting that one might encounter while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions., • Work indoors in a standard office environment, computer lab, and/or classroom environment, • Some exposure to childhood and other diseases in a school environment, • May be required to work outside of typical work days and office hours to meet operational deadlines

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 six offices across the nation, serving over 6,000 clients and managing over $19 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. Compensation The anticipated base salary range for this position is $100,000 - $300,000. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions. 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 About Instead Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes and file tax returns. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline. Instead's investors include Sarah Guo from Conviction (conviction.com) and many of our customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer, Bloomberg — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG. Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40. About the Role We've grown our team 4x to over 170 team members and we're still scaling fast. We're looking for a talented VP of Marketing to join our executive team and drive Instead's overall marketing strategy and execution. In this role, you will own all aspects of marketing – from shaping our brand narrative and driving demand generation, to accelerating growth and leading product marketing for new features and offerings. As the marketing leader, you will build and mentor a high-performing team and work closely with cross-functional partners in Product, Sales, Account Management and Customer Success to align our go-to-market strategy with business objectives. This is a high-impact leadership position where you'll work in person in SF and report directly to the CEO and play a pivotal role in scaling Instead's reach and revenue. If you are a strategic thinker who can also roll up your sleeves in a lean startup, let's talk. What You'll Do • Develop and execute a comprehensive marketing strategy across brand, demand generation, growth, and product marketing., • Elevate brand positioning and messaging to drive market awareness to taxpayers and the tax professional channel, • Lead multi-channel campaigns and optimize ROI using data-driven insights., • Build and mentor a high-performing marketing team., • Collaborate with Sales, Product, and Customer Success to align go-to-market strategies., • Oversee marketing analytics with a 2m+ budget allocation for continuous improvement., • 5-10 years of marketing leadership in B2B SaaS or fintech environments., • Proven track record in brand strategy, demand generation, and product marketing., • Demonstrated success in building and managing high-performing teams., • Data-driven decision-making skills with proficiency in analytics tools., • Excellent communication, presentation, and executive presence., • Experience in tax, accounting, or compliance technology., • Background marketing financial software or fintech products., • Startup experience in high-growth, scaling environments., • Experience with both PLG and SLG sales motions, • Experience managing multiple products with separate GTM motionsBenefits, • Competitive salary and equity in a rapidly growing company, • 100% medical coverage for you, • Unlimited PTO with quarterly bonus opportunities, • 401(k) with employer match, • Parental leave

Job DescriptionWhy Join AngelList We’re solving some of the hardest problems in venture capital and private markets. You’ll work with a team that values precision, urgency, and long-term thinking. If you want to shape how startups are funded and built, this is the place. About AngelList We exist to accelerate innovation by increasing the number of successful startups in the world. We do this by building the financial infrastructure that makes it easier for more people to invest in world-changing companies. AngelList is the nexus of venture capital and the startup community. We support $171B+ in assets and have powered investments into over 13,000 startups—over 300 of which are unicorns. Today, 57% of top-tier U.S. VC deals involve investors on AngelList. While our scale is large, our ambition is larger. If you're excited to build the future of private markets, come build with us. About the Role: AngelList helps over 25,000 funds manage $170B+ in startup investments. Our software automates the work for our in-house team of operators, financial accountants, and tax professionals. We are now charting the course to managing $1T in investments. AngelList aims to power the best-performing venture funds. We can win these customers if we deliver financials more accurately and more quickly than anyone else. We need to issue and collect capital calls faster than anyone. We need to make our customers’ requests either self-serve, or so operationally tight behind-the-scenes, that it feels self-serve. We will get there by delivering a new product experience, where the GP may self-serve more of their requests; and by overhauling our accounting system to automate more operational work. You will have the opportunity to: • Model financial workflows—turning messy, real-world fund data into accurate and automated financials., • Build scalable accounting infrastructure—improving how financial data is reported on the front-end, and building out how we read/write to the general ledger on the back-end., • Solve hard data integrity problems—ensuring our system produces reliable and audit-ready outputs across a growing universe of funds., • Collaborate directly with accounting stakeholders in a tight feedback loop, turning their manual processes into automated systems., • Work with other highly talented and self-motivated colleagues driven by the same mission.You are most likely:, • A senior back-end engineer (Ruby on Rails or similar MVC frameworks) with 5+ years of experience, capable of owning features end to end and venturing into the frontend (React, TypeScript)., • Understand financial workflows or eager to dive deep into fund accounting, transaction processing, and general ledger systems. You are excited about the details of how money flows through the venture ecosystem., • Thrive on complexity—modeling ambiguous problems, messy data, and evolving business requirements in a relational database (Postgres, MySQL) where every record is critical., • Build for reliability—designing systems to produce audit-ready financial outputs, not best-effort calculations., • Customer-oriented to solve complex business problems in collaboration with users in finance and accounting., • Execution-focused, comfortable with balancing tradeoffs and making progress in a fast-moving environment.

Job Description Company Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets. Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe. Opportunity for Impact Taxbit is seeking an Enterprise Account Executive, reporting to the Head of Sales, to drive new logo acquisition across leading crypto, fintech and marketplace firms globally. This role is central to Taxbit's growth as tax information reporting requirements rapidly expand across new jurisdictions, regulatory regimes, and product categories. The ideal candidate brings a strong blend of enterprise sales execution, strategic account development, and intellectual curiosity to understand complex, global, multi-product organizations. Success in this role requires the ability to navigate large enterprises, build relationships across product, tax, finance, and engineering stakeholders, and position Taxbit as the trusted compliance infrastructure for modern digital businesses. Key Responsibilities • Drive new logo revenue by identifying, engaging, and closing new enterprise customers across crypto, fintech and marketplaces globally, • Build and manage a disciplined pipeline through a combination of strategic outbound prospecting, partner collaboration, and marketing-driven opportunities., • Conduct deep prospect research to understand company business models, regulatory exposure, and operational workflows that create tax information reporting obligations, and convert those insights into new customer opportunities., • Lead complex enterprise sales cycles from initial discovery through contract execution, including multi-threaded stakeholder engagement across tax, finance, product, compliance, and engineering teams., • Develop and execute strategic account plans for target prospects, identifying key decision-makers, economic buyers, and internal champions to accelerate deal velocity., • Deliver compelling executive-level presentations that position Taxbit as the trusted compliance infrastructure for modern digital businesses navigating global tax information reporting requirements., • Collaborate closely with Marketing, Partnerships, Product, and Technical SMEs to align messaging, validate solution fit, and successfully progress opportunities through the sales process., • Ensure smooth customer transitions to Customer Success following deal close, setting the foundation for long-term adoption, partnership, and future expansion., • Proven experience as a Top Performer Account Executive or in a similar role, • 5-8+ years as a full-cycle Enterprise Account Executive (will consider mid-market AE Top Performers), • Demonstrated success closing $100K+ ACV enterprise deals, • Consistent internal promotions or demonstrated career progression, • No short stints at companies (very few or none under 2-3 years), • Strong background in fintech, crypto, payments, marketplaces, or regulated SaaS, or equivalent experience selling into highly regulated financial environments, • Exceptional analytical skills with the ability to translate regulatory complexity into revenue strategy, • Outstanding customer communication and executive presence, • Demonstrated ability to lead and influence deeply cross-functional teams, • Exceptional written and verbal communication skills, • Comfort operating in a fast-paced, highly regulated, and rapidly evolving market Taxbit in the News Corp Press Forbes America's Best Startup Employers Deloitte Top 10 Fast 500 Award Forbes FinTech 50 Recent Product Announcements Taxbit Announces AI Enabled Rules Engine for Crypto Accounting Taxbit Launches DAC7 Compliance Solution for Digital Marketplaces Taxbit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets Taxbit Launches Innovative CESOP Reporting Solution for Digital Assets TB Thought-Leadership Pieces Fortune - Future of Finance NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto Future of Finance Roundtable Event (Video) Coindesk - The Tax Implications of Sam Bankman-Fried's Conviction Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast) Alliance/ Partner Announcements IRS Taps TaxBit to Audit Bulk Crypto Transactions Disclaimers • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired., • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.

Job DescriptionGeneral SummaryThe Accounts Receivable Specialist is responsible for maintaining the accounts receivables ledgers through collections, recording of customer payments, resolving, and validating account discrepancies, preparation of account reconciliations and summary or detailed reports and analysis to assess collectability of customer balances. Specific Duties and Responsibilities• Ensure accurate accounting records by verifying and posting details of customer payments*• Prepare vendor forms and collect Tax Exempt Certificates for customers*• Perform customer collection procedures on delinquent accounts*• Issue customer account statements*• Research and resolve account discrepancies including the preparation and review of credit memorandums*• Assist with the monthly general ledger close, including the preparation of monthly reconciliations and collectability assessments *• Interact with sales and customer service departments• Adhere to the Company’s Quality Management System (QMS) as well as domestic and global quality system regulations, standards, and procedures *• Understand relevant security, privacy and compliance principles and adhere to the regulations, standards, and procedures that are applicable to the Company *• Ensure other members of the department follow the QMS, regulations, standards, and procedures Indicates an essential function of the role Required QualificationsMinimum education and experience:• Bachelor's degree in business, accounting, or related field with 3+ years of experience, or equivalent combination of education and experience Preferred qualifications:• SAP experience is strongly preferred• Accounts Receivable experience from a manufacturing environment is a plus• Strong oral, written and interpersonal communications skills required• High degree of accuracy and attention to detail• Proficiency with MS Word, Excel, and other standard office tools Working Conditions• General office environment• Willingness and ability to work on site. May have business travel from 0% - 10%• Requires some lifting and moving of up to 25 pounds• Must be able to move between buildings and floors• Must be able to remain stationary and use a computer or other standard office equipment, such as a printer or copy machine, for an extensive period of time each day• Must be able to read, prepare emails, and produce documents and spreadsheets• Must be able to move within the office and access file cabinets or supplies, as needed• Must be able to communicate and exchange accurate information with employees at all levels on a daily basis Base Pay Range Per Hour: $30.00 - $41.00Individual compensation will vary based on factors such as qualifications, skill level, competencies, and work location.What We Offer•A collaborative teamwork environment where learning is constant, and performance is rewarded.•The opportunity to be part of the team that is revolutionizing the treatment of some of the world's most devastating diseases.•A generous benefits package for eligible employees that includes medical, dental, vision, life, AD&D, short and long-term disability insurance, 401(k) with employer match, paid parental leave, eleven paid company holidays per year, a minimum of fifteen days of accrued vacation per year, which increases with tenure, and paid sick time in compliance with applicable law(s). Penumbra, Inc., headquartered in Alameda, California, is a global healthcare company focused on innovative therapies. Penumbra designs, develops, manufactures, and markets novel products and has a broad portfolio that addresses challenging medical conditions in markets with significant unmet need. Penumbra sells its products to hospitals and healthcare providers primarily through its direct sales organization in the United States, most of Europe, Canada, and Australia, and through distributors in select international markets. The Penumbra logo is a trademark of Penumbra, Inc. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, age, disability, military or veteran status, or any other characteristic protected by federal, state, or local laws. If you reside in the State of California, please also refer to Penumbra's Privacy Notice for California Residents. For additional information on Penumbra’s commitment to being an equal opportunity employer, please see Penumbra's AAP Policy Statement.

Job Description About VRC: VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position in our financial reporting practice works on a variety of projects to assist more senior personnel with valuation assignments, which include business valuations, purchase price allocations (ASC 805), impairment testing (ASC 350 / 360) and equity compensation (ASC 718/IRC 409A). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: • Conduct research on clients, competitors, industry and capital markets, including market multiples and comparable ratios, • Build, modify and utilize financial models for equity, business enterprise and intangible asset valuation using accepted and relevant approaches and theory, • Gather and document pertinent data obtained through client interaction, • Assist in the valuation of certain interests across a wide range of industries using relevant qualitative information and through the application of proprietary quantitative valuation models, • 0-2 years’ work experience in a financial analysis role. Prior M&A experience at a valuation firm or public accounting firm is a plus, • Bachelor’s or Master’s degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis is a plus, • Strong analytical and problem-solving skills, as well as strong verbal and written communication skills, • Progress towards ASA, CFA, or ABV designations is a plus, • Working/advanced knowledge of Excel, • Self-starter with the ability to master new tasks quickly, • Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a team setting, • Strong work ethic and ability to work flexible hours around critical due dates, • Competitive bonus program, • Medical/Dental/Vision insurance, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options, • Generous time off/flexible work arrangements, • Reimbursement for admission fees and study material for professional designations, • Growth - VRC is growing, and so can your career VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person’s talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email . $65,000 - 80,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, a meaningful portion of total compensation is paid as quarterly profit-sharing compensation which has historically ranged from 20- 30% of base pay. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details.