Accountant

San Francisco Office

Job Duties and Responsibilities:

• Maintaining and managing the financial records of the company
• Preparing financial statements, reports, and budgets
• Overseeing accounts payable and receivable, ensuring timely payments and collections
• Monitoring and reconciling bank statements, credit cards, and general ledgers
• Managing payroll, tax filings, and employee benefits
• Conducting audits and ensuring compliance with financial regulations and standards
• Assisting in the preparation of financial analyses and forecasts
• Collaborating with other departments to ensure financial data accuracy and consistency

Requirements:

• Associate's degree or higher in accounting, finance, or related field
• CPA certification preferred
• Experience in accounting or finance
• Proficiency in accounting software and Microsoft Excel
• Knowledge of financial regulations and accounting principles
• Strong analytical and problem-solving skills
• Attention to detail and accuracy
• Effective communication and interpersonal skills

Managerial Accountant

San Francisco Office

Job Description:

• Examine client bookkeeping records (P&L, Balance Sheet, Cash Flow) and financial statements to identify trends, cost drivers, opportunities, and areas of concern.
• Prepare clear financial reports and performance insights to support executive and client decision-making.
• Develop and maintain client-specific budget models and cash flow forecasts.
• Conduct scenario-based financial modeling to help clients anticipate upcoming needs and optimize resource allocation.
• Provide corporate tax planning strategies to minimize liabilities while ensuring compliance with federal and state regulations.
• Inform clients of regulatory changes affecting their businesses and ensure compliance with periodic reporting requirements.
• Review financial processes to identify inefficiencies and recommend improvements for accuracy, compliance, and operational efficiency.
• Strengthen internal controls and support best practices in bookkeeping, payroll, and financial reporting.
• Assist clients with company formation, registration, and licensing, including preparation and submission of Beneficial Ownership Information (BOI) reports.
• Communicate with clients to gather necessary financial data, answer tax-related questions, and provide guidance on accounting and compliance matters.
• Research federal and state tax issues, including available tax credits, deductions, and incentives, and prepare written summaries for internal and client use.

Minimum Requirements:

• 2 years of full-time work experience in accounting.
• Deep understanding of GAAP and financial analysis.
• Excellent communication, interpersonal, and analytic skills.
• Proficient with Microsoft Office and Spreadsheet modeling.

How to Apply:

Office Assistant

San Francisco Office

Job Duties and Responsibilities:

• Organizing and maintaining files and records
• Sort and distribute incoming mail and prepare outgoing mail
• Answer the phone to take messages or redirect calls to appropriate colleagues
• Scheduling and coordinating meetings and appointments
• Assist in office management and organization procedures
• Perform other office duties as assigned

Requirements:

• Associate's degree or higher in related field
• Strong organizational and time-management skills
• Proficiency in Microsoft Office applications, particularly Excel and Word
• Excellent verbal and written communication skills
• Ability to multitask and work independently in a fast-paced environment
• Attention to detail and accuracy in work