Tax Professional/EA (In-office & Remote) (Scripps Ranch)

A small Los Altos company involved in real estate management, leasing, and development seeks an experienced onsite office manager and executive assistant. Candidates must have significant familiarity with corporate governance, including experience with legal contracts and financial accounting; and have exceptional communication and organizational skills. Duties include: working with property managers, contractors, insurance brokers, city officials, and lawyers to help manage day-to-day operations; preparing marketing and financial data; organizing and taking minutes for corporate meetings; managing computer and office equipment; answering phones; archiving and maintaining files; and providing support to co-workers. MS Office, Excel, and Google Workspace skills are essential. Strengths in finance, accounting, data analysis, and understanding legal contracts are strongly desired. Candidates must be proactive, detail-oriented, flexible, and comfortable working both independently and collaboratively in a small office setting. Hours are Monday thru Friday from 9am to 3pm. Ideal Candidate: Has a college degree Has at least 3-5 years of prior administrative experience Is proficient with MS Office, Excel, & Google Workspace Has strong financial literacy skills Is comfortable with legal contracts Has excellent written and communication skills Has exceptional organizational skills Is attentive to detail Works well independently and within a team environment Is willing to take on a variety of tasks Is proactive about managing the office and supporting co-workers Please send a Cover Letter and Resume that includes details of your educational background and work experience

Executive Operations & Finance Assistant (Full-Time – Hybrid, Burlingame, CA) We are a boutique cross-border business group with active operations in fine wines, private wine labels, and real estate development & management across Hong Kong and the United States. We are seeking a trustworthy, detail-driven, and bilingual Executive Operations & Finance Assistant to provide full-time support across both business and personal matters. This is a high-impact role with strong growth potential as the company expands. Key Responsibilities • Manage business and personal financial accounts (bank, credit cards, equity investments). • Oversee cash flow, ensure timely bill payments, and track financial obligations. • Prepare documentation and supply records to outside accountants for annual tax returns. • Monitor and reconcile accounts; assist with budgeting and reporting. • Support executive scheduling, travel arrangements, and calendar management. • Review and organize emails, correspondence, and files. • Conduct research, troubleshoot issues, and independently drive projects to completion. • Provide administrative and operational support to multiple business units, including wine e-commerce and real estate projects. Requirements • Bilingual proficiency in English and Chinese (written & spoken). • Strong numeracy and analytical skills; comfortable handling financial data. • Ability to work independently, prioritize tasks, and maintain confidentiality. • Excellent organizational and communication skills (verbal & written). • Proficiency with Microsoft Office (Excel, Outlook, Word); QuickBooks knowledge a plus. • A proactive, solution-oriented mindset with ownership of tasks and deadlines. Please email detailed resume with relevant work experiences and credential if interested.

WHISHA MISSION: Enhance and accelerate the transition of coffee from a commodity product to a specialty item. POSITION: Accounts Receivable / Collections Clerk JOB SUMMARY The Accounts Receivable Clerk will play a crucial role in managing and maintaining the company’s financial health by ensuring timely collection of receivables. This position requires a detail-oriented individual with excellent organizational and communication skills. The ideal candidate will be proficient in handling financial transactions, resolving billing issues, and maintaining accurate records. Whisha is not able to offer visa sponsorship at this moment. This position follows a hybrid model, requiring in-office presence in Greenbrae, CA, four days per week during the first 90 days of employment and training. After this period, additional remote flexibility may be offered at the manager’s discretion RESPONSIBILITIES ● Process incoming payments in compliance with financial policies and procedures. ● Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables' data. ● Record remittances, bank deposits, credit memos on a daily basis. ● Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted. ● Verify discrepancies resolve clients’ billing issues. ● Facilitate collection payments due by sending bill reminders and contacting clients. ● Collaborate with other departments to ensure billing accuracy and resolve payment issues. REQUIRED SKILLS/ABILITIES ● Proven working experience as Accounts Receivable Clerk, Accounts Receivable Manager, or accountant. ● Solid understanding of basic accounting principles. ● Proven ability to calculate, post, and manage accounting figures and financial records. ● Data entry skills along with a knack for numbers. ● Hands-on experience in operating spreadsheets and accounting software (e.g., QuickBooks online). ● Proficiency in MS Office / Google sheets. ● Customer service orientation and negotiation skills. ● High degree of accuracy and attention to detail. ● BS degree in Finance, Accounting, or Business Administration preferred SCHEDULE – 9:00 am – 5:30 pm JOB TYPE – Full time LOCATION – Hybrid (Greenbrae, CA) REPORTING STRUCTURE – Reports to Financial Controller SALARY RANGE OF POSITION – $24-$26 per hour BENEFITS – Health, Dental, Vision; 401(k) Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Education: Bachelor's (Required) Experience: Accounts payable: 2 years (Preferred) Ability to Commute: Greenbrae, CA 94904 (Required) Work Location: In person

Rock Creek Consulting Group is a small accounting firm specializing in accounting and advisory services for small to mid size businesses. We're currently looking for a full-charge bookkeeper to help support our CA office. Position has hybrid potential with mostly remote work availability. Responsibilities: - Maintain and oversee the general ledger, ensuring accurate posting of all transactions. - Process accounts payable and accounts receivable, including vendor payments, invoicing, and collections. - Reconcile bank and credit card accounts monthly and resolve discrepancies promptly. - Prepare and process payroll, including tax filings and employee benefits tracking. - Produce timely and accurate draft of internal financial statements, including balance sheets, income statements, and cash flow reports. - Help maintain budgets, forecasts, and assist in financial planning. - Track and maintain fixed assets and depreciation schedules. - Ensure compliance with company policies and accounting principles (GAAP or other relevant standards). - Collaborate with management to provide insights and recommendations based on financial data. - Maintain organized and up-to-date records for audits and reporting purposes. - Schedule Bill Payments, Auto ACH payments, and recurring invoices - Respond directly to client emails. Skills/Qualifications: • Excellent customer service and communication skills • 5+ years of accounting experience. • Knowledge of US GAAP. • Experience with QuickBooks, Gusto, and Bill.com. • High degree of accuracy and strict attention to detail. • Excellent organizational, problem-solving, and communication skills. • Self-motivated with excellent time management skills. • Desire to grow and learn. • Self-motivated, quick thinker, problem solver and quality first orientation. • Excellent customer service a must. www.rockcreekcg.com

Our well-established tax office in San Marcos is seeking an experienced CPA or EA to join our team in a permanent seasonal position. We are a busy, client-focused practice offering income tax preparation, financial planning, and payroll services. Position Overview: The ideal candidate will prepare approximately 400 individual and small business tax returns during tax season, with additional returns prepared throughout the year and by extension deadlines. Responsibilities include: • Meeting with clients and gathering tax-related information • Preparing and reviewing tax returns (primarily individual, with some trust/business returns) • Assisting with tax return submittals and day-to-day office operations Qualifications: • Active CPA or EA license • Minimum 5 years of tax preparation experience • Strong client service and communication skills • Familiarity with Lacerte software is a plus • Ability to work independently and as part of a team Compensation: Commission-based payout commensurate with experience and tax knowledge. Based on the expected 400 tax returns to be prepared during tax season, the commission should be around $65,000 or higher. If you’re a motivated professional looking for a long-term seasonal opportunity in a supportive and experienced office, we’d love to hear from you.

Bookkeeper/ management personal assistant needed Preferably with experience in real estate / commercial real estate bookkeeping Software used: QuickBooks and Excel Job duties: clerical work, accounts receivable, accounts payable, creating monthly invoices, monthly and reconciliations Part time / full time