Why SFBay

Whether you are looking for practical accounting experience in multiple industries, a more challenging career opportunity, and working with professional, friendly and hard-working people, SFBAY FINANCIAL, INC. has all these things and more! We offer a small firm ambiance with large firm resources and career opportunities. 

Our mission with our staff is to guide growth and provide stability while offering a fun and engaging workspace where we can all learn and grow. Through our ongoing education program and management training, we look to promote from within and provide a proven path to advancement in the firm. This is more than a job, it’s a career path.


We believe that the journey to success starts with an enthusiastic, intellectual, courageous team that appreciates the value of teamwork and considers work an extension of a totally balanced lifestyle. What has made SFBAY FINANCIAL, INC. the firm it is today are the people who are on our team. Come help us continue this tradition and make a difference with us!


- Benefit-rich, company-sponsored health, dental, and vision Insurance

- 10 company holidays - including your birthday! 

- Paid vacation and sick time

- Commuter benefits

- FSA and Dependent Care benefits

- Traditional and Roth 401K benefits & matching plans

- Compan-sponsored Life Insurance policies

- Industry discount programs



- Incentivized commission and bonus programs

- On-going training and education

- Flexible work schedules and telecommuting opportunities

- Monthly social events and holiday and post-tax season retreats

- Friendly and laid-back work environment - no suits required!

- Easy commute (we're right next to Montgomery Street Bart) 

- Path to career advancement and personal growth

Current Opportunities 

Accounting Associate Position 
Main Responsibilities:

  • Updating and reconciling bank accounts and credit cards in QuickBooks

  • A/R preparation and tracking

  • A/P scheduling, payments, and tracking

  • Payroll and benefits administration

  • Monthly financial close and reporting

  • Compliance filings: sales tax, 1099s, etc.

  • Regular communication clients


Job Requirements:

  • QuickBooks experience with both Online and Desktop versions 

  • Proficiency with GSuite and excel

  • Work from our downtown-SF office location

  • Office hours are Mon-Fri, 9am-6pm (with one hour break) 

  • Occasional local travel within the Bay Area to conduct in-person meetings with clients

  • Punctuality (this is important) showing up on time on a consistent basis

  • Ability to maintain a flexible work schedule. Some nights and weekends are usually required during tax season


Additional skills:

  • Ability to multitask: you’ll be maintaining multiple client accounts on a monthly basis

  • Ability to communicate clearly: you’ll be interacting with clients and coworkers on a regular basis. Being available to listen, take direction, and follow up are key

  • Being a self-starter: able to maintain your workload, calendar, and email accounts with minimal oversite, being proactive and hungry to learn! 

  • Being web-savvy: we use a lot of cloud-based tools (bill.com, Expensify, Harvest, etc.)

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Phone: 415-702-3545
Fax: 415-391-7558

Email: services@sfbayfinancial.com



44 Montgomery St. 
Suite 1308

San Francisco, CA 94104

© SFBay Financial, Inc. - 2020