<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>We are looking for a skilled Tax Manager to join our team in Santa Rosa, California. This position offers an excellent opportunity for career growth and leadership development within our tax department. The ideal candidate will possess a strong background in tax preparation, compliance, and consulting, coupled with exceptional communication and mentorship abilities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review comprehensive tax returns for individuals, businesses, non-profits, trusts, and estates.</p><p>• Build and maintain strong client relationships while delivering outstanding tax-related services.</p><p>• Provide clients with strategic tax planning and consulting advice on estate matters, business strategies, and compliance issues.</p><p>• Analyze and resolve complex tax challenges, offering innovative solutions.</p><p>• Manage client expectations effectively to ensure satisfaction and trust.</p><p>• Utilize advanced computer skills and maintain proficiency in relevant tax software.</p><p>• Identify opportunities to expand service offerings and grow client portfolios.</p><p>• Develop new client relationships through effective networking and referrals.</p><p>• Stay informed on current tax regulations and industry standards through ongoing education and training.</p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Fund Accounting Manager / Senior Manager – Venture Capital</strong></p><p>A leading venture capital firm is seeking a <strong>Senior Accounting Manager</strong> to join its finance team. This critical role partners closely with the CFO, Controller, and broader finance organization to ensure accurate, timely fund and management company reporting while maintaining compliance with RIA regulations. You’ll collaborate with investment partners, limited partners, auditors, and tax advisors in a dynamic, fast-paced environment.</p><p><br></p><p><strong>About the Role</strong></p><p>You’ll manage and mentor a team of fund accountants, oversee financial reporting for multiple funds and SPVs, and help design and implement policies that elevate the finance function. This is a hands-on role for a proactive leader who thrives on detail and process improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and review quarterly/annual financial statements, audits, tax returns, and regulatory filings</li><li>Serve as primary liaison with fund administrators, auditors, and tax teams</li><li>Oversee accounting for fund investments, expenses, and capital activity</li><li>Manage investor communications and reporting portal</li><li>Monitor banking activity, wires, capital calls/distributions, and credit line requests</li><li>Assist with budgeting, forecasting, and variance analysis</li><li>Mentor and develop finance staff</li></ul><p><strong>Benefits</strong></p><ul><li>Annual bonus: 10%</li><li>Carry: 1x salary</li><li>Comprehensive benefits package</li></ul>
<p>We are looking for an experienced Property Administrator to oversee the daily operations of a residential community in San Francisco, California. This contract position requires a strong leader who can ensure compliance with housing regulations, manage financial activities, and foster positive relationships with residents and stakeholders. If you are passionate about delivering exceptional service and creating a supportive work environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the daily operations of the residential community to ensure efficient and quality service.</p><p>• Ensure compliance with U.S. Department of Housing and Urban Development, state Housing Finance Agency, and local government regulations.</p><p>• Lead and manage the team, including assigning tasks, evaluating performance, and handling recruitment efforts.</p><p>• Build and maintain strong relationships with residents, team members, and government agencies.</p><p>• Monitor the financial health of the community by preparing budgets, conducting financial analyses, and managing cash flow.</p><p>• Address resident concerns and inquiries to support a positive living experience.</p><p>• Oversee accounts payable, accounts receivable, and billing functions to maintain accurate financial records.</p><p>• Utilize accounting software systems and CRM tools to manage property-related data efficiently.</p><p>• Implement and monitor adherence to organizational policies and procedures.</p><p>• Conduct audits and reviews to ensure operational and financial compliance.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013348842 **</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting Manager | Fast Growing Venture Capital Firm | San Francisco | Hybrid | $140-180k Base + Carry</strong></p><p> </p><p>Join a fast-growing venture firm investing in bold ideas shaping the future. For over a decade, this team has partnered with visionary founders and investors to drive growth and lasting impact.</p><p><br></p><p>You’ll be part of a lean, high-caliber finance team in an entrepreneurial environment where initiative and innovation are valued. This role offers exposure to both fund and management company operations, mentorship opportunities, and strong financial upside for someone ready to take the next step in their VC career.</p><p><strong>Responsibilities:</strong></p><ul><li>Oversee financial statements, audits, tax filings, and compliance reporting.</li><li>Strengthen accounting policies and streamline processes for efficiency.</li><li>Manage relationships with fund administrators, auditors, and tax advisors.</li><li>Review fund and management company transactions and oversee banking activities.</li><li>Lead investor reporting and maintain strong internal controls.</li><li>Partner with investment and compliance teams on ad-hoc and strategic projects.</li><li>Mentor finance team members and support professional growth.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Finance Associate – Tax Focus</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Finance Associate</strong> with deep expertise in tax compliance and fund operations to join a high-performing finance team at a leading venture firm. This role offers exposure to emerging technologies and the opportunity to work closely with senior leadership on tax, audits, fund reporting, and strategic projects.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage the full tax compliance lifecycle for funds, GPs, and management entities.</li><li>Review tax returns, K-1s, foreign filings, and estimated tax calculations.</li><li>Conduct tax research and collaborate with advisors; validate tax positions and respond to investor inquiries.</li><li>Oversee quarterly NAV reporting and review financial statements prepared by administrators.</li><li>Support audits, valuations, capital calls, distributions, and accounts payable processes.</li><li>Lead ad-hoc tax research and finance-related projects to inform decision-making.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Work with a collaborative team in a dynamic, innovative environment.</li><li>Exposure to cutting-edge technologies and strategic initiatives.</li><li>Competitive compensation, bonus, and benefits package.</li></ul>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee critical financial operations in our organization. This role involves managing key accounting processes, ensuring compliance with regulations, and delivering accurate financial reports. The ideal candidate will have a strong background in general ledger management, month-end close activities, and financial audits. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Manage preparation of financial statements</li><li>Ensure adherence to ASC 842 (Leases), ASC 340-40 (Contract Costs), ASC 606 (Revenue Recognition), and other standards</li><li>Implement new accounting standards and evaluate reporting impacts</li><li>Partner with tax team on matters such as sales tax</li><li>Handle complex revenue recognition issues, including contract changes, variable consideration, and SaaS multi-element arrangements</li></ul><p><strong>Audit & External Reporting</strong></p><ul><li>Act as main liaison with external auditors during annual audits</li><li>Prepare audit support, including flux analyses, rollforward schedules, and documentation</li><li>Respond to auditor requests and provide technical accounting positions and supporting materials</li></ul><p><strong>Operational Oversight</strong></p><ul><li>Supervise accounts payable to ensure accurate and timely vendor payments</li><li>Manage commission calculations and sales compensation accounting</li><li>Review and approve journal entries, reconciliations, and related documentation</li></ul><p><strong>Leadership & Team Development</strong></p><ul><li>Lead and mentor senior accounting staff, promoting collaboration and accountability</li><li>Provide training, coaching, and feedback to support professional growth</li><li>Balance hands-on involvement with strategic leadership to drive both execution and development</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION </strong></p><p><br></p><p><strong>PAYROLL DIRECTOR - Hybrid position, 2 days onsite</strong></p><p><br></p><p>Newly created Payroll Director position to lead the payroll department. Working closely with the CFO and HR Manager, this position will ensure accurate payroll processing, compliance with multi-state wage and hour laws, and seamless collaboration with internal teams such as finance and human resources. The ideal candidate will bring expertise in payroll systems, audit practices, and continuous process improvements to support the organization’s mission.</p><p><br></p><p>Responsibilities:</p><p>• Manage and supervise a payroll team responsible for processing semi-monthly payroll for over 1,000 employees.</p><p>• Ensure compliance with federal, state, and local tax and employment regulations, including wage and hour laws.</p><p>• Conduct internal audits of payroll processes, tax filings, and accruals to maintain accuracy and compliance.</p><p>• Oversee fiscal, governmental, workers' compensation, and benefits audits related to payroll.</p><p>• Develop and update standard operating procedures for payroll operations.</p><p>• Collaborate with leadership and staff to provide consultative support and ensure payroll practices align with organizational goals.</p><p>• Approve final payroll deliverables and provide backup payroll processing as needed.</p><p>• Lead continuous improvement initiatives to enhance payroll systems and processes.</p><p>• Train and mentor payroll team members to support their growth and development.</p><p>• Partner on system implementations and upgrades to ensure functionality meets organizational needs.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>The <strong>Senior Tax Preparer</strong> plays a critical role in assisting high-net-worth clients with diverse tax needs and strategies. This position focuses on tax preparation during tax season and supports tax planning and business development throughout the year. The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax-focused <strong>CPA</strong> with strong technical skills and the confidence to work independently in a client-facing capacity.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of individual tax returns (primarily Form 1040); experience with 1041 and 1065 is a plus</li><li>Liaise directly with clients to collect documentation and ensure a smooth tax return process</li><li>Prepare tax analyses and projections, including estimated tax payments</li><li>Explain tax issues to clients and ensure compliance with obligations</li><li>Stay current on tax laws and optimize client strategies for short- and long-term goals</li><li>Provide internal guidance to wealth advisors on tax-related matters</li><li>Familiarity with estate and gift tax planning is highly desirable</li><li>California return experience required; multi-state exposure preferred</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health savings account option</li><li>Wellness allowance ($75 monthly)</li><li>401(k) with employer match</li><li>Commuter benefits</li><li>Paid parental leave (up to 12 weeks at 100% salary)</li><li>Tuition reimbursement and learning stipend</li><li>Volunteer PTO and donation matching</li><li>Birthday PTO and monthly cell phone allowance</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is partnering with a technology-driven investment firm to identify a skilled<strong> Fund Accountant</strong> to join their growing team. The company leverages advanced machine learning and quantitative techniques to solve complex challenges in investment management and has scaled into a multi-billion-dollar asset manager over nearly two decades. This is an opportunity to join a high-performing, research-oriented organization with significant momentum and long-term growth prospects.</p><p><br></p><p><strong>Overview of the Role</strong></p><p>The Fund Accountant will support the firm’s investment operations and accounting processes, ensuring accurate reporting across multiple strategies. This position offers exposure to a sophisticated investment environment, cross-functional collaboration, and the chance to work closely with leaders across finance, operations, and technology.</p><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p>Join a leading wealth management firm dedicated to delivering holistic financial solutions for high-net-worth clients. This role offers the opportunity to work closely with an experienced tax team and contribute to impactful tax strategies in a collaborative, client-focused environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare individual tax returns (primarily 1040) with accuracy and efficiency</li><li>Liaise directly with clients to collect documentation and ensure a smooth process</li><li>Provide tax analysis, projections, and estimated payment calculations</li><li>Stay current on tax laws and advise clients on compliance and optimization strategies</li><li>Support internal education for wealth advisors and collaborate on planning initiatives</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive salary + bonus</li><li>Comprehensive benefits (Medical, Dental, Vision, Life, Disability)</li><li><strong>401(k) with 3% match</strong></li><li>Wellness allowance, commuter benefits, and monthly cell phone stipend</li><li>Generous parental leave, PTO (including birthday and volunteer days)</li><li>Learning & development stipend and donation match program</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Wealth Manager</strong> to join a boutique investment advisory firm dedicated to delivering exceptional service and holistic financial planning. This role is ideal for advisors with 5+ years of experience who want to deepen client relationships, provide comprehensive planning, and contribute to firm growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a trusted advisor for high-net-worth clients, delivering tailored financial planning and investment strategies.</li><li>Manage and grow a book of business through firm referrals and personal efforts.</li><li>Develop and execute plans covering retirement, tax, estate, and risk management.</li><li>Support business development initiatives and participate in community engagement.</li><li>Ensure compliance with regulatory standards and maintain accurate client records.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with performance-based incentives.</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Leadership and professional growth opportunities.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Senior Wealth Manager</strong> to lead high-value client relationships, mentor associate advisors, and contribute to firm-wide strategic initiatives. This role combines client advisory, leadership, and business development responsibilities in a collaborative, growth-oriented environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning and investment strategies.</li><li>Oversee development and execution of sophisticated plans covering retirement, tax, estate, and risk management.</li><li>Mentor and train associate advisors; foster a culture of excellence.</li><li>Source, close, and manage new client relationships aligned with firm objectives.</li><li>Participate in strategic initiatives to improve processes and client experience.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Percentage of revenue managed + performance-based bonus.</li><li>Potential for equity ownership.</li><li>401(k) with company match.</li><li>Paid time off and holidays.</li><li>Leadership opportunities and access to advanced training and industry events.</li></ul>
<p><strong>San Francisco (Presidio) – Hybrid, 1–2 days in office</strong></p><p><strong>$130–150k Base + Bonus</strong> (DOE)</p><p><strong>If interested in this role, please send a message to <em>Jennifer Fukumae on LinkedIn</em> for quickest consideration.</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a specialized private investment firm</strong> focused on unconventional, misunderstood, and idiosyncratic asset classes.</p><p> </p><p><strong>About the Firm</strong></p><p>This firm invests in high-yield, risk-adjusted opportunities that fall outside traditional asset classes and is ~$1.5B AUM and preparing for additional fund raises.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Fund Manager, you will take on elevated ownership across fund operations, reporting, and team oversight:</p><ul><li>Oversee all Fund and GP general ledger activities</li><li>Manage quarterly and annual reporting cycles, ensuring accurate financial statements</li><li>Partner with finance leadership on audit, tax, and compliance deliverables</li><li>Maintain oversight of capital call/distribution processes</li><li>Review and enhance reporting packages prepared by the accounting team</li><li>Advise on complex, non-routine fund or transaction issues</li><li>Lead, mentor, and develop junior staff</li><li>Collaborate closely with Investor Relations on LP communications</li><li>Serve as a key point of contact between internal leadership and external providers</li></ul><p><br></p>
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
We are looking for an experienced Property Manager to oversee operations and ensure the effective management of residential properties in Oakland, California. This is a long-term contract position that requires strong organizational skills and the ability to handle multiple responsibilities efficiently. The ideal candidate will have expertise in property management software and a firm understanding of housing regulations, including HUD and Low-Income Tax Credit Housing (LITCH).<br><br>Responsibilities:<br>• Manage day-to-day operations of residential properties, ensuring tenant satisfaction and compliance with regulations.<br>• Utilize property management software to track rent payments, maintenance requests, and other tenant-related activities.<br>• Ensure adherence to HUD guidelines and maintain compliance with housing regulations, including Low-Income Tax Credit Housing (LITCH).<br>• Collaborate with contractors and vendors to oversee property repairs and improvements.<br>• Develop and maintain positive relationships with tenants, addressing concerns and resolving issues promptly.<br>• Prepare financial reports and budgets for property operations, ensuring transparency and accuracy.<br>• Monitor occupancy rates and implement strategies to attract and retain tenants.<br>• Conduct regular property inspections to identify maintenance needs and ensure safety standards are met.<br>• Maintain organized records of tenant leases, payments, and other documentation.<br>• Work closely with the property management company to align operations with organizational goals.
We are looking for a skilled Property Manager to oversee and maintain operations for residential properties in Oakland, California. This Contract position requires an individual with strong organizational skills and expertise in managing properties within the framework of low-income housing programs. The ideal candidate will bring experience in utilizing property management software and effectively navigating compliance requirements.<br><br>Responsibilities:<br>• Oversee daily operations of residential properties, ensuring tenant satisfaction and property upkeep.<br>• Manage leasing activities, including tenant applications, renewals, and terminations.<br>• Utilize property management software to track and document property performance and tenant interactions.<br>• Ensure compliance with HUD regulations and Low-Income Tax Credit Housing (LITCH) requirements.<br>• Coordinate maintenance activities to keep properties in excellent condition.<br>• Develop and implement efficient processes for tenant communication and issue resolution.<br>• Monitor financial performance, including rent collection and budgeting for property expenses.<br>• Collaborate with internal teams and external vendors to address property needs.<br>• Prepare and review reports to ensure accurate documentation and compliance.<br>• Provide regular updates to stakeholders regarding property status and tenant-related matters.
<p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </p><p><br></p><p><strong>Finance & Operations Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Generous Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal professional who wants to further their career in a collaborative, client-focused environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents.</li><li>Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas.</li><li>Represent clients in probate and trust administration proceedings.</li><li>Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies.</li><li>Stay current on developments in estate and tax law to ensure best practices and client service.</li><li>Participate in firm business development and client relationship management efforts as needed.</li></ul><p><br></p>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Fund Accountant</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Fund Accountant</strong> to join a dynamic finance team at an investment firm. In this role, you’ll manage fund accounting, reporting, and post-trade operations while collaborating with cross-functional teams to support growth and scale infrastructure.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare monthly and annual financial statements, tax compliance, and treasury management for multi-asset funds.</li><li>Maintain internal accounting systems and produce daily/monthly P& L and AUM reports.</li><li>Develop and monitor reconciliations across brokers, banks, and fund administrators.</li><li>Ensure adherence to internal controls and work closely with service providers.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive salary + bonus.</li><li>Medical, dental, and vision coverage.</li><li>401(k) with company match.</li><li>Generous PTO and sick leave.</li></ul>
We are looking for an experienced Tax Preparer to join our team on a contract basis in Davis, California. This role involves efficiently handling individual and corporate tax returns, ensuring compliance with all relevant tax regulations. If you have a strong background in tax preparation and a familiarity with tools like Lacerte Tax Software and QuickBooks, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare accurate individual and corporate tax returns, ensuring all filings comply with current tax laws.<br>• Utilize Lacerte Tax Software and QuickBooks to manage tax preparation processes with efficiency.<br>• Conduct detailed reviews of financial documents to identify potential deductions and credits.<br>• Collaborate with clients to gather necessary financial information for tax preparation.<br>• Advise clients on tax-saving strategies and ensure they understand their tax obligations.<br>• Stay updated on changes in tax regulations to provide informed and accurate services.<br>• Resolve discrepancies or issues in tax filings and coordinate with relevant authorities as needed.<br>• Assist in preparing tax documentation for C Corporations and other business entities.<br>• Maintain organized records of tax-related documents and client communications.<br>• Ensure deadlines are met for all tax filings, avoiding penalties or delays.
