Bonny Doon Banking & Financial Services Job Listings

OFFICE/OPERATIONS MANAGER (soquel)

4201 Cherryvale Ave, Soquel, CA 95073, USA

We are looking for an Office/Operations Manager to organize and coordinate administration duties and office procedures in Fire Protection Construction field. Previous experience in a Construction Company Office Management and Business/ Administration atmosphere is highly desired. Your role is to ensure high levels of organizational effectiveness, communication and safety. Office manager duties and responsibilities include scheduling appointments and inspections, customer service including HR responsibilities, A/R, A/P processing, In-house payroll, payroll taxes & filing, certified payroll and insurance audits. Ultimately, the Office manager should be able to ensure the smooth running of the office and help to improve company procedures and day-to-day operations. Lastly, must be able to work independently with minimal supervision.(1 Person Office) NEEDED ASAP Skills • Proven experience as an Office Manager in Construction Trade. • Knowledge of office administrator responsibilities, systems and procedures • Bookkeeping/Payroll Processing • Proficiency in MS Office (MS Excel and MS Outlook, in particular) • Excellent time management skills and ability to multi-task and prioritize work • Attention to detail and problem-solving skills • Excellent written and verbal communication skills • Strong organizational and planning skills in a fast-paced environment • A creative mind with an ability to suggest improvements Job Type: Full-time Pay: $25.00 - $30.00 per hour Experience: • Construction Workforce Management: 2 years (Preferred) • Office Management: 3 years (Required) • QuickBooks Desktop: 4 years (Preferred) Education: High School Diploma Work Location: • One location Typical start time: • 8AM Typical end time: • 4PM Schedule: • Monday to Friday Work Remotely: • No

$25-30

Associate Financial Advisor (san jose west)

Bascom & Camden, San Jose, CA 95008, USA

Associate Financial Advisor Location: San Jose, CA Employment Type: Full-Time | On-Site About the Role: We’re seeking an Associate Financial Advisor to join our team in San Jose, CA. This is not your typical advisor opportunity—this role offers the rare chance to inherit a well-established book of business, allowing you to hit the ground running with existing client relationships and recurring revenue. What You’ll Do: • Build strong, lasting relationships with an existing client base by delivering holistic financial planning and exceptional service. • Develop personalized investment strategies tailored to each client’s goals and values. • Maintain and grow the book of business through proactive outreach, client referrals, and community involvement. • Collaborate with a supportive team and leverage in-house resources, systems, and tools. • Stay current with financial industry trends, regulations, and product knowledge to serve clients at the highest level. What We’re Looking For: • 2+ years of experience as an associate financial advisor, planner, or wealth manager. • Series 7, 65/66 • CFP preferred or willing to obtain. • Proven relationship-building and communication skills. • A growth mindset and client-first attitude. • Desire to plant long-term roots in the San Jose, CA area and become a valued member of the local community. What We Offer: • Natural transition from current Advisor to you for clients. • Competitive payout or compensation structure based on experience. • Access to marketing, compliance, and administrative support. • A collaborative environment with other advisors. • Opportunities for professional growth and succession planning. Why This Role is Unique: Opportunities like this don’t come around often. If you’ve been looking for a way to step into an established client base, grow your career, and make a meaningful impact in the lives of others—all without starting from scratch—this could be the perfect fit.

Negotiable Salary

Staff Accountant (santa clara)

3526 Bassett St, Santa Clara, CA 95054, USA

Job Opening: Temporary Staff Accountant Location: Burdick Painting, Santa Clara, CA Duration: September 2025 – January 2026 (Approx. 4 months) Schedule: Full-time, Temporary, 100% On-Site Department: Finance & Accounting Reports To: CFO and Accounting Manager ________________________________________ What We Offer • Competitive Pay • Hands-on experience with a respected team during a critical business period. • Exposure to commercial construction accounting practices and tools. ________________________________________ About the Role We are seeking a detail-oriented and reliable Staff Accountant to provide temporary coverage during a maternity leave from October through January. This role is essential in supporting daily and monthly accounting operations, ensuring accurate financial records, vendor management, and assisting with billing and collections processes. You'll work closely with our CFO and Accounting Manager in a fast-paced commercial subcontractor environment using Foundation ERP. ________________________________________ Key Responsibilities Daily • Input change requests into Foundation ERP. • Monitor AR inbox: flag/categorize billing due dates and collection responses. • Route and distribute incoming mail appropriately. • Support check deposits, payment applications, and waiver tracking. • Enter AP Transactions in Foundation. Weekly • Process and reconcile AP transactions in Foundation. • Manage vendor account sites for payments and updates. • Create and mail preliminary lien notices (pre-liens). • Send and track collections notices and client responses. • Update PM billing recap reports. Monthly • Administer credit card transactions and perform reconciliations. • Complete monthly billing cycles for all due-date periods. • Assist with CO logs and contract updates in Foundation. • Reconcile paint and equipment invoices to ensure accurate job costing. • Input charges and fees and distribute monthly billing reminders to project teams. • Assist with ad hoc projects as needed. Yearly (as applicable during term) • Support scanning, filing, and organization of year-end documents. • Assist in securing business license renewals or vehicle registrations if required. ________________________________________ Qualifications • Associate or bachelor’s degree in accounting or related field preferred. • 2+ years of accounting experience (construction industry experience is a plus). • Proficiency with ERP software, ideally Foundation. • Solid Excel and financial reporting skills. • Strong attention to detail, time management, and organization. • Excellent communication skills and ability to work cross-functionally. ________________________________________ Apply Now We welcome candidates with more extensive experience as well. If you’ve led process improvements, implemented AP automation tools, or managed accounting functions at a higher level, we encourage you to apply—your expertise could bring added value to our team during this important coverage period. Interested candidates should submit a resume and brief cover letter. ________________________________________ For more about us, visit: www.burdickpainting.com

$30

Senior Accounting Technician (Santa Cruz CA)

2VJJ+G3 Bonny Doon, CA, USA

The County of Santa Cruz offers a generous benefits package which includes annual leave, paid holidays, medical, dental, vision and CalPERS retirement benefits! APPLY ONLINE: www.santacruzcountyjobs.com THE JOB: Under direction, to perform highly complex and responsible paraprofessional accounting work with a considerable consequence of error; and to do related work as required. The current vacancy is in the Sheriff’s Office and will require a background check. Please note that the list established from this recruitment will be used to fill the current vacancy and it may also be used to fill other vacancies during the life of the eligible list. THE REQUIREMENTS: Any combination of training and experience that would provide the required knowledge and abilities is qualifying. A typical way to obtain these knowledge and abilities would be: FOUR YEARS OF RESPONSIBLE CLERICAL ACCOUNTING EXPERIENCE AT THE JOURNEY PERSON OR HIGHER LEVEL OR ONE YEAR OF EXPERIENCE EQUIVALENT TO AN ACCOUNTING TECHNICIAN WITH THE COUNTY OF SANTA CRUZ THAT DEMONSTRATES APPLICATION OR POSSESSION OF THE REQUIRED KNOWLEDGE AND ABILITIES. FORMAL EDUCATION IN BOOKKEEPING OR ACCOUNTING FOR UP TO TWO YEARS MAY BE SUBSTITUTED FOR THE REQUIRED EXPERIENCE ON AN HOUR-FOR-HOUR BASIS. Special Requirements: Fingerprinting is required for certain positions in this class. Knowledge: Thorough knowledge of the principles and practices of bookkeeping; technical accounting methods, practices and terminology; and office procedures and practices. Working knowledge of basic cost and fund accounting practices; budgetary processes and procedures; and automated and manual bookkeeping systems. Some knowledge of accounting practices and principles; and principles of supervision and training may be required for some positions. Live, work and play in beautiful Santa Cruz County! The County’s natural beauty spans from its coastal beaches to its redwood forests. The County also has excellent shopping throughout the local communities and features a lively downtown area in the City of Santa Cruz. For more information and to apply, please visit: www.santacruzcountyjobs.com

$6,120-7,736

Account Receivable/Payroll (campbell)

271 Wilton Dr, Campbell, CA 95008, USA

We’re a family business looking for a detail-oriented Accounts Receivable accountant to manage incoming payments, maintain accurate records, and follow up on overdue accounts. Occasionally, the accountant will also provide payroll backup to the Accounting Manager during vacation. This role requires strong communication, time management, and the ability to follow through on open items. Key Responsibilities • Follow up on delinquent accounts for payment. • Respond to customer inquiries about payments and service issues. • Collaborate with cross-team members to ensure service was performed properly. • Process check, credit card and ACH payments manually. • Accurately apply payments to invoices. • Record adjustments (credit memos, write-offs, etc.) • Perform payroll with accuracy. Benefits • Medical and vision insurance • Dental reimbursement • Profit-sharing upon qualification and subject to vesting • Paid time off and sick leave • Paid holidays Requirements • 3+ years of experience handling high-volume AR and collections. • Strong communication skills. • Ownership of tasks, follow up and follow through until issues are resolved. • Strong attention to details and high level of accuracy. • Ability to prioritize tasks and handle multiple customer requests. In-person presence is required one day a week and for important company meetings. The remaining 4 days can be work-from-home. We look forward to hearing from you!

$24-28

Office Admin/Bookkeeper (san jose north)

399 W Julian St, San Jose, CA 95110, USA

We are a boutique business law firm looking for an experienced and detail-oriented bookkeeper and office administrator to join our team at our office in San Jose (near SJC Airport). This is a full-time role for someone who excels at managing financial records and wants to contribute to our success. Responsibilities: • Enter time and expense entries in Mycase software. • Maintain and update financial records, including accounts payable and receivable. • Track client payments and handle invoicing. • Receiving and greeting clients at front desk (low traffic). • Answering phone calls. • Assist in court filing and calendaring. • General office admin and other tasks as needed. Qualifications: • Proven experience as a bookkeeper, preferably in legal industry. • Proficiency in Mycase (desired but not required, we will train). • Strong attention to detail and organizational skills. • Ability to multitask and prioritize tasks independently. To Apply: Please send your resume and a cover letter detailing your relevant experience and why you are a great fit for this position.

$25-35

Senior Accounts Receivable Specialist (santa cruz)

125 Gault St, Santa Cruz, CA 95062, USA

Senior Accounts Receivable Specialist About Us Based in Santa Cruz, California, NHS Inc. has been part of skateboarding for over 50 years. We’re behind legacy brands like Santa Cruz Skateboards, Independent Trucks, Creature, OJ, Slime Balls, MOB Grip, Bronson Speed Co., Bullet, and more. We’re on a mission to be the most innovative and sought-after skateboard company in the world. And while we’ve had our share of wins, that’s never kept us from staying connected to skateboarding and its culture. We’re fully immersed, shaped by the riders and people who push it forward. That energy fuels everything we do, from product to marketing to ideas that help skateboarding grow. That mindset applies to our team too. We’re all about progression, whether it’s growing in your role, in your career, or in life. If that sounds like your kind of energy, you’ll probably fit right in.  Please note this is a Full-Time, Hybrid position at our Santa Cruz, CA. headquarters, but we are open to remote possibilities for the right candidate. The role is part of our Finance Department and reports directly to the CFO. Position Summary: As a Senior Accounts Receivable Specialist, you’re the go-to for complex A/R tasks and a key partner in keeping our cash flow steady. Chasing the shared target of minimizing bad debt losses through sound credit decisions while enabling sales opportunities. You’ll handle wholesale and distributor accounts, troubleshoot tricky situations, while working with the sales department and warehouse to make sure our partners are taken care of. Key Responsibilities (including but not limited to): Process and apply payments, research discrepancies, and resolve issues quickly. Manage receivables for both domestic and international accounts; Review aging reports and perform collection calls on past due accounts, negotiate with customers regarding credit issues in difficult circumstances. Support credit reviews and help assess payment terms for new and existing accounts. Collaborate with sales reps to keep orders moving while protecting the company's cash flow. Contribute to month-end close and reporting, bringing insight on trends or problem accounts. Assist with NHS Skate Direct (d2c) payments when applicable. Review customer returns and related issues to process credits. What We’re Looking For : 3–5 years of experience in credit & collections. Risk management. Bachelor’s degree in finance or accounting. Solid understanding of accounting systems (NetSuite, QuickBooks, SAP, or similar). Experience in Microsoft Office (Excel, Outlook, Power BI,) Adobe Acrobat, and Shopify a plus. A proactive, solution-oriented approach, you don’t just spot problems, you solve them. Professional written and oral communication skills, with the ability to tailor messages to various audiences. Highly organized with a proven ability to prioritize, track, and complete tasks efficiently and accurately. A team player that is curious, listens to coworkers, and aims to improve processes at hand. Experience in skate wholesale/distribution, or action sports brands is a plus. What You Get:  Competitive salary, incentive bonus, and profit-sharing bonus plan. Health insurance (low employee contribution), 401K plan with employer matching, and personal time off. FREE Espresso and Hot Cocoa. Awesome employee discounts on NHS products as well as discounts at other well-known companies. Base Pay Range:  $63,000 – $78,000 Please apply online at: https://nhs-inc.com/jobs/senior-accounts-receivable-specialist PLEASE NO CALLS

$63,000-78,000

Accounting Clerk - Part-Time - Immediate Need (mountain view)

455 N Whisman Rd, Mountain View, CA 94043, USA

Note: Do not apply to this position unless you can easily come to our Mountain View office on a daily basis. Overview of Position SimulTrans seeks an accounting clerk to handle a wide range of tasks, requiring a very good knowledge of accounting, an excellent knowledge of QuickBooks, and a positive, “can do” attitude. We seek a local candidate who has 2-10 years of accounting experience, takes direction well and can work independently. To be considered for this position, you must have work permission and at least five years of accounting experience. You will be required to work at our pleasant office in Mountain View, part-time, Monday through Friday. This is not a remote position. You will be expected to work 20 to 30 hours per week, starting at 8 or 9 AM. Overview of Company/Employer SimulTrans, LLC is a foreign-language translation service provider, established in 1984, with U.S. offices in Mountain View and Boston, and international offices in Tokyo (Japan), Dublin (Ireland), Bonn (Germany), and Madrid (Spain). Most of our customers are large, international high-tech companies. The company is very stable and performs well financially. Your Compensation Your compensation will range from $24 to $32 per hour, depending on your relevant work experience and skills, as well as your demonstrated job stability. If you have more (or less) experience, you will be paid more (or less). In addition to your hourly wage, you will receive some benefits such as 401(K) matching, sick leave, paid time off and holiday pay. Primary Duties and Responsibilities Accounts Payable (AP) • Process and pay invoices from vendors. • Reconcile vendor statements and accounts. • Maintain accurate records of all AP transactions, including vendor’s W-9 form. • Ensure timely and accurate payments to avoid late fees or penalties. • Issue and file annual 1099 forms. Accounts Receivable (AR) • Record customer invoices and payments. • Monitor customer payments and follow up on overdue accounts. • Reconcile customer accounts and resolve discrepancies. • Maintain accurate records of all AR transactions. General Accounting • Prepare financial reports related to both AP and AR. • Reconcile bank and credit card accounts. • Assist with other accounting tasks as needed. Administrative • Order office supplies for multiple facilities • Retrieve, scan, and distribute mail daily • Undertake ad hoc projects to support various departments • Run errands when needed • Keep office orderly and clean. Position Requirements - Excellent working knowledge of QuickBooks as well as Excel - A few years of accounting experience (AP/AR, bank reconciliations) - Ability to work at Mountain View office, Monday through Friday, starting around 8 or 9 AM - Superior attention to detail and attentiveness - Desire to take on a wide variety of projects - Ability to work cooperatively with colleagues and communicate well Note that we might test your skill with QuickBooks and Excel. If you happen to know Buildium, that skill could be useful. Application Process Because compliance and carefulness are important aspects of accounting, please carefully review this posting and especially the "Application Process" below. Please send: 1) your resume as PDF, preferably with a cover letter explaining why you are qualified 2) your location from which you will be commuting 3) an email providing or detailing your: 3.1) telephone number 3.2) email address 3.3) compensation expectations 3.4) most important skills relevant to our requirements 3.5) your experience with QuickBooks 3.6) your earliest start date If you appear qualified, we will reach out to you for a phone call; if you do well at our interviews, you will need to complete an application and undergo a background check. For more information about SimulTrans, please visit https://www.simultrans.com. We look forward to receiving your response!

$24-32

ACCOUNTANT - I

2VJJ+G3 Bonny Doon, CA, USA

The County of Santa Cruz is seeking an Accountant I. Are you a Certified Public Accountant seeking new opportunities? The County of Santa Cruz offers a generous benefits package which includes annual leave, paid holidays, medical, dental, vision and retirement benefits! The option for hybrid work may be available based on the type of work and operational needs, upon successful completion of probation. Salary: $6,094 – 7,722 / Month Possession of a bachelor’s degree from an accredited college or university in business administration, finance, accounting or a closely related field, which must include at least 12 semester or 18 quarter units from among the following accounting courses: Principles of Accounting, Intermediate Accounting, Advanced Accounting, Governmental Accounting, Fund Accounting, Cost Accounting, Auditing, Financial Accounting or Managerial Accounting. OR Possession of a Certified Public Accountant Certificate. OR Four (4) years of full-time experience as an Accounting Technician or higher-level position for Santa Cruz County AND at least 12 semester or 18 quarter units from the above listed accounting courses. Please provide transcripts if units are to be used to determine eligibility. SPECIAL REQUIREMENTS/CONDITIONS: Background Investigation: Fingerprinting is required. Live and work in beautiful Santa Cruz County! The County’s natural beauty spans from its coastal beaches to its redwood forests. The County also has excellent shopping throughout the local communities and features a lively downtown area in the City of Santa Cruz. For more details apply online at www.santacruzcountyjobs.com

$6,094-7,722

Tax Consultant (Manager Level) - Fully Remote (San Francisco Bay)

7 Marshall Ave, Sunnyvale, CA 94086, USA

About the Role We’re looking for a proactive US Tax Consultant (Manager Level) who will provide high-quality tax reviews and interface with our clients. The ideal candidate will have strong technical taxation, software systems, and analytical skills. This role is great for someone who has a strong sense of order and consistency. We require candidates to have at least 6 to 10 years of experience and must have an EA or CPA certification. Candidates who currently run their own practice and are looking for additional income are encouraged to apply! Beyond technical expertise, we’re looking for team players who bring a sense of fun and collaboration to the workplace. We do serious work, but we are not serious people—so if you enjoy solving complex tax issues while working in a supportive, team-driven environment, we’d love to have you on board! What You’ll Do • Review corporate and personal tax returns for completeness and accuracy • Prepare complex corporate and individual tax returns • Assist with tax research and planning related to proposed company activities and transactions • Support the tax partner with organization of tax flow • Respond to notices from federal, state, and local tax authorities (experience in this is a plus) • Stay up to date with tax law changes and industry trends • Collaborate with clients to collect necessary information for tax preparation • Research and prepare memos on various tax topics • Review works of tax preparers • Proactively improve and streamline tax operations Who You Are • EA or CPA (required) • Experienced in preparing and reviewing C-Corp (1120), S-Corp (1120S), Partnership (1065), and individual tax returns with complex transactions • Strong understanding of the U.S. tax code and technical aspects of tax preparation and compliance • Skilled in tax research and technical writing • Possess strong interpersonal skills and can communicate effectively with clients • Demonstrates sound judgment and decision-making ability • Has strong bookkeeping experience • Proactive, detail-oriented, and collaborative WORK MODEL & COMPENSATION • Flexible schedule with core business hours for collaboration • Output-based work – focus is on accuracy and timely completion • Pay-per-filing compensation to be further discussed • Potential for ongoing work depending on performance and availability TO APPLY, PLEASE ANSWER THE FOLLOWING: 1. What is your favorite vegetable? 2. Why should we hire you? 3. What are three highlights of your career as a Tax Manager? 4. Anything else you'd like to add? 5. Please send your resume. Thank you!

Negotiable Salary

Full Charge Bookkeeper (Santa Cruz)

2896 Soquel Ave, Santa Cruz, CA 95062, USA

Full charge bookkeeper 30+ hours a week for law office in Live Oak area of Santa Cruz. Quickbooks software, so candidate needs to understand double entry bookkeeping and keep up with a dozen of our clients whose income and expenses we manage and pay. Starts at $30 an hour plus holiday pay and benefits required by law. Extra points for prior experience in banking, finance or related business. Not remote work.

$30

Accounting Manager (Santa Cruz CA)

2VJJ+G3 Bonny Doon, CA, USA

The County of Santa Cruz is seeking a dynamic and experienced Accounting Manager to join the Auditor-Controller’s Office. The County of Santa Cruz offers a generous benefits package which includes annual leave, paid holidays, medical, dental, vision and CalPERS retirement benefits! THE JOB: Under general direction, this high-level position plans, organizes, and directs the general accounting and control activities of the Auditor-Controller's Office. Responsibilities include overseeing payroll, accounts payable, capital asset accounting, budgeting, financial statement preparation, and tax operations. The role ensures accurate interpretation and execution of accounting functions for the County and special districts, including proper reporting of assets, liabilities, revenues, and expenditures. The position supervises professional, supervisory, and clerical subordinate staff which include professionals physically located in operating departments. THE REQUIREMENTS: Any combination of education and experience which would provide the required knowledge and abilities is qualifying, unless otherwise specified. A typical way to obtain the knowledge and abilities would be: EQUIVALENT TO GRADUATION FROM A COLLEGE OR UNIVERSITY WITH A MAJOR IN ACCOUNTING, BUSINESS, PUBLIC ADMINISTRATION, FINANCE, ECONOMICS, OR A RELATED FIELD, INCLUDING A MINIMUM OF FIFTEEN SEMESTER UNITS INCLUDING ADVANCED ACCOUNTING, MANAGEMENT OR COST ACCOUNTING, AUDITING, BUSINESS LAW, STATISTICS, AND MANAGEMENT INFORMATION SYSTEMS. *THERE SHALL BE NO SUBSTITUTION FOR THE FIFTEEN REQUIRED SEMESTER UNITS. AND THREE YEARS OF INCREASINGLY RESPONSIBLE COMPLEX ACCOUNTING EXPERIENCE WHICH MUST HAVE INCLUDED ONE YEAR AS A FISCAL MANAGER OR SUPERVISOR EXPERIENCE. A CERTIFIED PUBLIC ACCOUNTANT CERTIFICATE IS HIGHLY DESIRABLE. SPECIAL REQUIREMENTS/CONDITIONS: License/Requirements: Possession of a valid California C Driver License or the ability to provide suitable transportation which is approved by the appointing authority. Background Investigation: Must pass a background investigation, which includes fingerprints. Knowledge: Thorough knowledge of accounting principles, practices and procedures; cost accounting theories, procedures and systems. Working knowledge of the principles and practices of supervision and training; laws and rules regulating fiscal operations; governmental accounting budgetary and financial operations; work organization, simplification and layout; application of data processing to accounting operations; auditing practices and procedures. Some knowledge of business statistics; diversity, equity, and inclusion principles and best practices; and laws, regulations and accounting requirements governing the financial operations of local government. To apply online, please visit www.santacruzcountyjobs.com Live, work and play in beautiful Santa Cruz County!

$10,788-14,423

Bookkeeping Clerk for a local Milpitas Food & Beverage Restaurant (milpitas)

719 E Calaveras Blvd, Milpitas, CA 95035, USA

City of Milpitas local Food & Beverage Restaurant is seeking for a bookkeeping clerk with light bookkeeping experience. Medical and dental insurance available. This is a full-time position during 9:00 am to 6:00 pm, Monday to Friday. The job requires organizational skills, proficiency in QuickBooks, Windows system, Microsoft Office applications such as Word and Excel, and attention to details and accuracy. Chinese speaking a plus! Please email pdf of your resume and cover letter.

Negotiable Salary