<p>We are looking for an accomplished Director of Tax to oversee a complex tax portfolio supporting SaaS and technology offerings for a fully remote role for a company headquartered in Northern California. This leadership role will guide compliance, regulatory reporting, and strategic tax planning while partnering closely with accounting and business stakeholders. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Direct the company’s indirect tax activities, ensuring accurate and timely compliance across U.S., Canadian, and other applicable jurisdictions.</p><p>• Supervise and develop a small team of tax professionals, setting priorities, reviewing work quality, and encouraging ongoing process improvement.</p><p>• Oversee preparation, review, and submission of transactional tax returns at the state, federal, and provincial levels.</p><p>• Advise internal partners on the tax impact of new products, services, and commercial initiatives so obligations are identified early and addressed appropriately.</p><p>• Evaluate opportunities to reduce exposure and improve tax efficiency through thoughtful planning and sound interpretation of applicable rules.</p><p>• Track legislative and regulatory developments affecting indirect tax, and coordinate updates to processes, controls, and supporting systems as needed.</p><p>• Serve as the primary point of contact for external advisors, consultants, and tax authorities during planning matters, inquiries, and audit activity.</p><p>• Collaborate with teams across legal, sales, accounting, and operations to provide practical tax guidance and support business decision-making.</p><p>• Establish and maintain strong internal controls, documentation standards, and workflow improvements to promote compliance and operational efficiency.</p>
<p>We are looking for an experienced Director of Revenue to lead revenue accounting operations and ensure accurate financial reporting in San Francisco, California. This role will oversee revenue recognition practices, strengthen controls across the revenue cycle, and partner with cross-functional teams to support compliance with ASC 606. The ideal candidate brings deep expertise in healthcare-related revenue processes, accounts receivable, and operational leadership in a complex accounting environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Apply ASC 606/310 to all revenue streams (lending + subscriptions)</li><li>Create and maintain revenue recognition policies and processes</li><li>Partner with data engineering to improve revenue data structure and reporting</li><li>Reconcile data across systems; resolve discrepancies</li><li>Manage month-end revenue close (JEs, recs, variance analysis)</li><li>Support audits and ensure compliance with revenue standards</li><li>Maintain SOX controls over revenue to reduce risk</li><li>Align CECL estimates with revenue reporting (ASC 326)</li><li>Guide proper revenue treatment for new products</li><li>Lead and develop a strong technical revenue team</li></ul>
<p>We are looking for an experienced, detail-oriented tax specialist/or Tax Manager to lead corporate and individual tax work while supporting complex filings for a diverse client base in California. This position is suited for someone who combines strong technical tax knowledge with a careful, analytical approach and confidence working with financial data. The ideal candidate brings broad experience across corporate and individual taxation, stays organized under deadlines, and uses technology effectively to deliver accurate, timely results.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of corporate and individual tax filings, including returns for S corporations and C corporations, while maintaining accuracy and regulatory compliance.</p><p>• Manage annual income tax provision activities and support related reporting requirements for corporate entities.</p><p>• Prepare and review individual tax returns, including work involving high-net-worth taxpayers and more complex financial situations.</p><p>• Handle estate and related tax filings with careful attention to documentation, deadlines, and applicable tax rules.</p><p>• Analyze investment activity, including stock-related transactions, to determine proper tax treatment and reporting.</p><p>• Use tax and compliance software, including ATX and similar platforms, to organize filings, track deliverables, and improve workflow efficiency.</p><p>• Collaborate with internal stakeholders and clients to resolve tax issues, clarify financial information, and support planning decisions.</p><p>• Develop detailed workpapers and spreadsheet models in Excel to support calculations, reconciliations, and return positions.</p>
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
<p>We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul><p><br></p>
<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>
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
<p>Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. We are looking for an experienced Tax Manager to join a public accounting team in California, with a primary emphasis on individual tax engagements. This position is ideal for someone who combines strong technical tax knowledge with sound judgment, client-facing confidence, and the ability to keep work moving efficiently through demanding deadlines. The role offers the opportunity to guide complex return preparation, advise clients on tax matters, and support quality across the practice.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and final review of complex individual income tax filings, including advanced Form 1040 engagements and related schedules.</p><p>• Advise clients on tax-saving opportunities and filing considerations while maintaining adherence to applicable federal and state tax rules.</p><p>• Manage return pipelines and seasonal priorities to ensure assignments are completed accurately and delivered on schedule.</p><p>• Evaluate work produced by entry-level team members, provide constructive feedback, and help develop their technical capabilities.</p><p>• Serve as a primary point of contact for client questions throughout the tax process, offering clear guidance and responsive support.</p><p>• Assist clients with tax notices, examinations, and other compliance-related matters by coordinating responses and resolving issues efficiently.</p><p>• Monitor multiple client engagements at once, balancing deadlines, quality expectations, and service commitments in a public accounting setting.</p>
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p>A mission-driven, growth-oriented organization in the healthcare services sector is seeking a <strong>Director of Finance</strong> to lead strategic pricing and revenue optimization initiatives across a diverse portfolio of service lines. This role serves as a key partner to executive leadership, helping drive financial performance, growth strategy, and long-term sustainability.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Director of Finance will lead corporate pricing and financial strategy efforts, focusing on revenue optimization, margin improvement, and data-driven decision support. This individual will collaborate cross-functionally with executive leadership, business development, and FP&A to evaluate market opportunities, support contract strategy, and guide key financial decisions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead development and execution of pricing strategies across multiple service lines</li><li>Build and maintain complex financial models to support rate setting, contract negotiations, and business expansion</li><li>Partner with business development to evaluate new opportunities, RFPs, and market expansion initiatives</li><li>Analyze financial performance, market trends, and competitive positioning to inform strategic decisions</li><li>Present actionable insights and recommendations to executive leadership (CFO, FP&A, and senior leadership team)</li><li>Drive initiatives that improve revenue growth, profitability, and operational efficiency</li><li>Manage and mentor a small team, fostering a high-performance finance function</li><li>Ensure compliance with applicable financial and regulatory requirements</li></ul>
We are looking for an organized Tax Preparer to support a busy tax season in San Jose, California. This Long-term Contract opportunity is ideal for someone who enjoys producing accurate returns, managing multiple client files, and working with a range of entity types. The position focuses mainly on individual tax filings while also contributing to business and trust returns in a collaborative office environment.<br><br>Responsibilities:<br>• Prepare and review primarily individual income tax returns with a high level of accuracy and consistency.<br>• Assist with tax filings for partnerships, C corporations, S corporations, LLCs, and trusts as workload demands.<br>• Gather, organize, and assess client financial documents to ensure complete and compliant return preparation.<br>• Use tax preparation software to enter data, verify calculations, and finalize returns; training on UltraTax can be provided if needed.<br>• Work with bookkeeping records and financial reports, including information maintained in QuickBooks, to support return completion.<br>• Identify missing information, resolve discrepancies, and follow up promptly to keep filings on schedule.<br>• Maintain detailed workpapers and documentation that support completed tax returns and related calculations.
<p>We are looking for a Tax Preparer to support a busy tax team in San Mateo, California. This Long-term Contract position will focus on preparing a high volume of primarily individual tax returns, with some work involving small business filings, helping senior tax staff stay focused on more complex matters. The role offers a regular schedule of 40 hours per week, with consideration for part-time availability, and requires someone who can work independently while adapting to different management styles. The client is open to both remote or local candidates.</p><p><br></p><p>Responsibilities:</p><p>• Prepare primarily individual income tax returns, including 1040 filings, while also assisting with straightforward corporate returns for smaller businesses.</p><p>• Review client tax documents for completeness and accuracy to ensure returns are prepared efficiently and in compliance with applicable standards.</p><p>• Help reduce a backlog of routine tax filings so senior accounting staff can concentrate on more advanced tax engagements.</p><p>• Use tax software, including CCH ProSystem or other current tax preparation platforms, to complete and organize return information.</p><p>• Communicate effectively with team members and leadership to clarify tax data, resolve open items, and keep work moving on schedule.</p><p>• Manage assigned returns with minimal supervision while adjusting to the working preferences of multiple tax staff members.</p><p>• Maintain organized records and supporting documentation throughout the preparation process to support quality review and timely filing.</p><p>• Support evolving operational needs, including adjustments related to future office or system changes, as directed by leadership.</p>
<p><strong>About the Role</strong></p><p>Our client is seeking a detail-oriented <strong>Tax Preparer</strong> to support their team onsite in San Francisco on a <strong>contract basis</strong>. This role will focus on preparing individual and business tax returns, ensuring compliance with federal and state regulations, and leveraging various tax software platforms to deliver accurate and timely filings.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns (1040, 1120, 1120S, 1065)</li><li>Collect and organize client financial documents, including W-2s, 1099s, and supporting schedules</li><li>Utilize tax preparation software (e.g., Lacerte, UltraTax, ProSeries, Drake, or similar) to complete filings</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Identify tax credits, deductions, and strategies to optimize client outcomes</li><li>Communicate with clients to clarify financial information and resolve discrepancies</li><li>Assist with e-file submissions and track return statuses</li><li>Stay current on tax law updates and apply changes to filings</li></ul>
<p>We are looking for an experienced accounting leader to oversee core financial operations in San Francisco, California as a Director of Accounting Operations. This role will guide the close process, strengthen reporting accuracy, and support a well-controlled accounting environment. The ideal candidate brings strong technical expertise, sound judgment, and the ability to lead teams through complex audit and reporting requirements. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead and develop AP/AR teams; drive accountability, service, and continuous improvement</li><li>Set KPIs/SLAs and manage workloads to meet all deadlines</li><li>Oversee full P2P cycle (vendors, invoices, payments); ensure timely, accurate payments</li><li>Handle vendor inquiries, train staff on PRs, manage T&E, and 1099 compliance</li><li>Lead O2C cycle (billing, cash app, collections); ensure accurate posting and reconciliations</li><li>Manage aging, reduce bad debt, and oversee credit/collections policy</li><li>Drive process improvements and automation; act as ERP SME; maintain controls and procedures</li><li>Oversee AP/AR close, reconciliations, and journal entries</li><li>Ensure GAAP/SOX compliance and support audits</li></ul>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> </p><p>Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> </p><p>This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans. </li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals. </li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance. </li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up. </li><li>Respond to tax-related questions from clients and advisory teams throughout the year. </li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards. </li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SR. DIRECTOR OF REVENUE ACCOUNTING</strong></p><p><br></p><p>We are looking for an experienced and results-driven Sr. Director of Revenue to lead and manage all aspects of revenue accounting for a publicly traded biotech company with over 1B in revenue. This role requires a strong understanding of gross-to-net accounting, revenue recognition, and compliance with industry-specific financial processes. The position offers an opportunity to contribute to impactful financial decision-making and operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the revenue accounting processes, including product revenue, gross-to-net accounting, receivables, royalties, rebates, and chargebacks.</p><p>• Oversee the monthly and quarterly financial close processes to ensure accurate and timely reporting of revenue-related accounts.</p><p>• Review and approve revenue entries, reconciliations, and allocation of product sales by site and region.</p><p>• Develop and distribute monthly revenue flash reports and provide ad-hoc financial analysis as needed.</p><p>• Collaborate with cross-functional teams, such as Market Access and Commercial Analytics, to ensure data accuracy and support business insights.</p><p>• Establish and lead structured cross-functional reviews of gross-to-net estimates, partnering with departments to improve forecasting accuracy.</p><p>• Provide subject matter expertise on payor contract terms, ensuring proper interpretation and reflection in financial assumptions.</p><p>• Support the launch of new products by offering financial guidance and contributing to forecasting and budgeting efforts.</p><p>• Serve as a key member of the finance to support strategic decisions.</p><p><br></p><p><br></p>
<p><strong>Reach out to <u>Jennifer Fukumae via email or LinkedIn</u> for additional information or questions regarding this listing.</strong></p><p><br></p><p><strong>Tax & Fund Accounting | Growing Investment Management Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry</strong></p><p> </p><p>A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations.</p><p> </p><p>This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced accounting leader to oversee financial operations for a sports-focused organization in San Francisco, California. This role will guide the close process, strengthen reporting accuracy, and support audit readiness while partnering with senior leadership on key financial matters. The ideal candidate brings strong technical accounting expertise, sound judgment, and the ability to lead a high-performing team in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead GL and close processes; ensure accurate financial statements and variance analysis</li><li>Oversee revenue (sponsorships, media, tickets) and lease accounting (ASC 606/842)</li><li>Manage association reporting and ensure compliance</li><li>Serve as technical accounting lead; write memos and communicate issues to leadership</li><li>Manage external audits and ensure timely, accurate deliverables</li><li>Drive process improvements, strengthen controls, and streamline close</li><li>Partner cross-functionally to align accounting with business goals</li><li>Lead and develop team; set clear goals and support growth</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><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>Reach out to <u>Jennifer Fukumae via email or LinkedIn</u> for additional information or questions regarding this listing. </strong></p><p><strong> </strong></p><p><strong>Director, Accounting| Fast Growing FinTech | Palo Alto; Hybrid | Strong Comp + Equity </strong></p><p> </p><p>Are you excited by the opportunity to build rather than maintain?</p><p>Our client is a rapidly scaling FinTech platform that has grown from approximately $100M to over $1B in assets in just a few years. As the business continues its impressive growth trajectory, they are seeking a Director of Accounting to help build the accounting infrastructure, processes, and controls needed to support the next phase of expansion. This is a highly visible, hands-on leadership role for someone who enjoys rolling up their sleeves, creating scalable processes, and partnering closely with executive leadership. You'll have the opportunity to establish best practices, enhance financial operations, and build the accounting foundation of a high-growth organization.</p><p><br></p><p><strong>What You'll Do</strong></p><p>• Partner with leadership to develop and implement scalable accounting policies, procedures, and internal controls</p><p>• Build and optimize month-end and year-end close processes to support a rapidly growing business</p><p>• Lead all core accounting functions, including general ledger, revenue recognition, payroll, accruals, cash management, and reconciliations</p><p>• Own the preparation and review of financial statements, accounting policies, and management reporting packages</p><p>• Research and resolve technical accounting matters, including revenue recognition, equity transactions, leases, and other complex accounting topics</p><p>• Drive process improvements, automation initiatives, ERP optimization, and data integrity efforts across the finance organization</p><p>• Oversee accounting operations related to domestic and international entities, including intercompany activity, foreign currency considerations, and statutory reporting requirements</p><p>• Manage external audit relationships, coordinate audit readiness, and partner with external tax advisors on compliance matters</p><p>• Mentor and develop accounting team members while helping build a scalable finance organization</p><p><br></p><p><strong>Interested or even just curious? Reach out to <u>Jennifer Fukumae via email or LinkedIn</u>. </strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Director of Finance & Operations | Real Estate, Private Equity | San Francisco; Hybrid | Base + Bonus + Carry</strong></p><p> </p><p>Join a fast-growing real estate investment and development platform focused on <strong>transforming underutilized assets into high-performing properties in supply-constrained markets</strong>. The firm takes a <strong>hands-on, execution-driven approach</strong>, combining <strong>operational discipline, market insight, and creative structuring</strong>.</p><p> </p><p>This is a <strong>high-visibility leadership role</strong> at a scaling platform where finance is central to <strong>strategy, capital formation, and growth</strong>. You’ll partner directly with senior leadership across <strong>finance, treasury, and investments</strong>, with <strong>strong compensation, bonus potential, and long-term upside</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead <strong>financial planning, forecasting, and performance reporting </strong></li><li>Build <strong>cash flow and treasury models </strong></li><li>Support <strong>capital allocation and investment decision-making </strong></li><li>Manage <strong>liquidity, cash management, capital calls, and distributions </strong></li><li>Partner with lenders and internal teams on financing needs</li><li>Support <strong>JVs, fund structures, and co-investments </strong></li><li>Oversee <strong>waterfalls, promotes, and distribution modeling </strong></li><li>Track <strong>portfolio performance and returns (IRR, equity metrics) </strong></li><li>Support fund launches, capital raising, and investor analysis</li><li>Improve <strong>systems, reporting, and finance infrastructure </strong></li><li>Partner with legal, tax, and asset management teams</li><li>Advise leadership on investments and strategic initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Director of Finance & Operations | Real Estate, Private Equity | San Francisco; Hybrid | Base + Bonus + Carry</strong></p><p> </p><p>Join a fast-growing real estate investment and development platform focused on <strong>transforming underutilized assets into high-performing properties in supply-constrained markets</strong>. The firm takes a <strong>hands-on, execution-driven approach</strong>, combining <strong>operational discipline, market insight, and creative structuring</strong>.</p><p> </p><p>This is a <strong>high-visibility leadership role</strong> at a scaling platform where finance is central to <strong>strategy, capital formation, and growth</strong>. You’ll partner directly with senior leadership across <strong>finance, treasury, and investments</strong>, with <strong>strong compensation, bonus potential, and long-term upside</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead <strong>financial planning, forecasting, and performance reporting </strong></li><li>Build <strong>cash flow and treasury models </strong></li><li>Support <strong>capital allocation and investment decision-making </strong></li><li>Manage <strong>liquidity, cash management, capital calls, and distributions </strong></li><li>Partner with lenders and internal teams on financing needs</li><li>Support <strong>JVs, fund structures, and co-investments </strong></li><li>Oversee <strong>waterfalls, promotes, and distribution modeling </strong></li><li>Track <strong>portfolio performance and returns (IRR, equity metrics) </strong></li><li>Support fund launches, capital raising, and investor analysis</li><li>Improve <strong>systems, reporting, and finance infrastructure </strong></li><li>Partner with legal, tax, and asset management teams</li><li>Advise leadership on investments and strategic initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced finance executive to lead and oversee regional financial operations within a dynamic industrial organization. This leadership role requires a strategic thinker capable of driving financial governance, optimizing operational cost structures, and partnering with manufacturing teams to elevate overall business performance. The ideal candidate will bring a strong blend of financial expertise and operational insight to support both regional and corporate objectives.</p><p><br></p><p>This is not traditional VP/ Controller / Finance role- it is a business role working very closely with operations - mulit-plant oversight </p><p><br></p><p>Responsibilities:</p><p>• Oversee all regional financial activities, including forecasting, budgeting, cost accounting, credit analysis, and financial reporting.</p><p>• Lead and mentor a detail-oriented finance team supporting multi-site manufacturing operations.</p><p>• Collaborate with operational leaders to improve plant performance, streamline processes, and enhance profitability.</p><p>• Translate complex financial data into actionable insights that align with organizational goals.</p><p>• Develop and maintain internal control frameworks in coordination with corporate finance standards.</p><p>• Manage working capital effectively, including oversight of credit and collections performance.</p><p>• Identify and implement strategies to mitigate financial risks across the regional portfolio.</p><p>• Strengthen cost management systems within manufacturing environments to ensure product line and customer profitability.</p><p>• Partner with manufacturing teams to drive efficiency and enhance margins through data-driven decision-making.</p><p>• Support corporate leadership with financial insights that guide strategic planning and execution.</p>