Cash Flow Management in Fremont, California


At Unified Accounting & Tax, business is about people. People with big dreams and big visions, people with a passion to make their dreams come true.

Because we started up with a bunch of people just like that. And we’ve grown spectacularly because of the zest and passion of those handpicked few.

We know they’re few and far between. But we’re ready to go that extra mile to find people like these.
We’re looking for that extra something that fires people from deep down within, to be all that they can be.

Our work culture encourages creativity and openness. We provide a stimulating environment with team-building activities and regular interaction with leading multinational customers from across the globe.

You’ll find our people comfortable to be with – not the kind who need to ‘look good’ just to prove something or satisfy their egos. People who are comfortable in their own skins. So you know you can be yourself around here.

If you think you fit the “Unified Accounting & Tax job description” as detailed above, email us your resume.


Duties and responsibilities include but not limited to:
  • Coordinate regularly with the offshore paraplanning team/client.
  • Construct complex and comprehensive Statements of Advice (SOAs) for both new and existing clients with the use of X-Plan.
  • Attend meetings with clients alongside the Financial Advisers to assist in presentation of SOAs.
  • Prepare and ensure accuracy of compliance paperwork
  • Identify and obtain any necessary information to compile financial cash flow forecast
  • Manage and create client portfolios
  • Undertake research independently or with the help of the help of the Financial Planner to identify suitable solutions to meet the client’s need
  • Prepare and discuss draft recommendation reports with the Financial Planner
  • Complete application and proposal forms
  • Implement the chosen investment strategies
  • With at least 2 years of related years of experience working in an Australian environment
  • RG146 accreditation is preferred
  • With experience in XPLAN
  • Advance MS Office proficiency
  • Excellent written and verbal English communication skills
  • Extensive knowledge and experience in inputting client portfolios, modelling and product comparison tools
  • With experience in Risk Portfolios
  • In-depth understanding of financial planning and technical knowledge
  • With experience in the requirements of Statement of Advice (SOA)
  • Must have the ability to work independently
  • Positive, can do attitude, proactive, enthusiastic with a strong work ethic
  • Keen to work from home
System requirements:
  • Computer Processor: At least i3 5th generation for both primary and back up computers
  • Computer Memory/RAM: At least 8.00 GB for both primary and back up computers
  • Computer OS: Windows 10
  • Internet speed must be running on a 10+ Mbps wired plan (at least 5 Mbps for back up connection)

Content Writer 

(Part-time Homebased) 

Duties and responsibilities include but not limited to:

This person will be responsible in conducting thorough research on industry-related topics, generating ideas for new content types and proofreading articles before publication. We need someone who has experience in creating blogs/articles for an outsourcing industry, preferably Accounting/Finance business.  

  • Write clear marketing copy to promote UAT’s products/services 
  • Proofread and edit blog posts before publication 
  • Submit work to the GM and Managing Partner for input and approval 
  • Coordinate with marketing/design team to illustrate articles 
  • Conduct simple keyword research and use SEO guidelines to increase web traffic 
  • Promote content on social media 
  • Identify customers’ needs and gaps in our content and recommend new topics 
  • Ensure all-around consistency of blog post 
  • Update website content as needed 
  • BS in Marketing, Mass Communication, Journalism or related field 
  • Proven work experience as a Content Writer or similar role 
  • Experience doing research using multiple sources 
  • Familiarity with web publications 
  • Excellent writing and editing skills in English 
  • Hands-on experience with Content Management Systems (e.g. WordPress) 
  • Ability to meet deadlines 
  • Can work at least 2-4 hours a day in part-time homebased set up 

Still need help? Send us a note!

For any questions or assistance, please feel free to send an email to or call us at 510-299-2131