Jobs in Walnut Creek, United States

Seeking an experienced Controller to lead accounting operations for VC and private equity clients in Walnut Creek. This hybrid role requires 4+ years of accounting experience, QuickBooks proficiency, and strong client management skills. You will oversee client onboarding, mentor staff, and manage...

Lead the financial planning function for a top wealth management firm serving HNW families in Walnut Creek. This senior role requires 8+ years of experience, a CFP, and 3-5+ years of team leadership. You will drive complex tax, estate, and retirement strategies while mentoring a team. Enjoy a fle...

Join a respected wealth management firm in Walnut Creek as a Senior Client Services Associate. Leverage 3–5 years of experience to deliver white-glove service to high-net-worth clients, partner with advisors, and manage CRM systems. Series 65 preferred. Enjoy competitive pay, ongoing training, an...

Seeking a detail-oriented **Accounts Payable Clerk** in **Walnut Creek, CA** to join a dynamic accounting team. This role requires proficiency in **QuickBooks** and/or **Sage**, advanced **Excel** skills, and expertise in processing vendor invoices, reconciling accounts, and executing payment run...

Senior Client Services Associate sought by a respected wealth management firm in Walnut Creek, CA. You will partner with advisors to deliver white-glove service to high-net-worth clients, leveraging 3–5 years of experience and Series 65 (preferred). This role offers real ownership, strategic inpu...

Seeking a detail-oriented **Bookkeeper** in **Walnut Creek, CA** to manage financial records using **QuickBooks** and **Excel**. This role offers **medical, dental, and vision benefits** plus a **401(k) plan**. You will handle AP/AR, reconciliations, and financial statements for diverse clients. ...

Seeking a skilled Full Charge Bookkeeper for project-based work in Walnut Creek. Ideal for candidates with 5+ years of experience in small to medium firms, proficiency in QuickBooks, Netsuite, or SAP, and strong Excel skills. Manage full-cycle accounting, AP/AR, payroll, and month-end close. Enjo...

Senior Financial Planning Manager sought by a top wealth management firm in Walnut Creek. Lead a team serving HNW clients, leveraging 8+ years of experience and a CFP. Drive strategic planning, tax, estate, and retirement solutions while improving team efficiency. Enjoy a flexible hybrid schedule...