<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> 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> 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>
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.
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>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>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>
<p><strong>Robert Half is partnering with an established CPA firm that values relationships, technical excellence, and future leadership development.</strong></p><p><br></p><p><strong>Senior Tax Manager</strong></p><p>Well-established boutique CPA and advisory firm is seeking a <strong>Senior Tax Manager</strong> to join its growing team. This is an outstanding opportunity for an experienced tax professional who enjoys working directly with high-net-worth individuals and families, values long-term client relationships, and is interested in a potential path to partnership.</p><p>This firm is known for its collaborative culture, exceptionally loyal client base, and leadership team with decades of tenure. They are focused on finding the right long-term fit and offer a stable environment where professionals can build meaningful careers.</p><p>Responsibilities</p><ul><li>Manage complex tax engagements from planning through completion, including extensions</li><li>Serve as a trusted advisor to ultra-high-net-worth individuals, families, and related entities</li><li>Review and oversee preparation of sophisticated individual tax returns</li><li>Build and maintain strong client relationships</li><li>Provide technical guidance and mentorship to staff</li><li>Partner with firm leadership on client service, workflow management, and practice growth initiatives</li></ul><p>What Makes This Opportunity Unique</p><ul><li>Strong succession planning and future advancement potential</li><li>Established, referral-driven client base</li><li>Collaborative, low-ego culture with exceptional employee tenure</li><li>Leadership team committed to mentorship and long-term development</li><li>Competitive compensation package and retirement benefits</li></ul><p>Compensation & Benefits</p><ul><li>$165,000 - $240,000 base salary, depending on experience</li><li>Generous employer retirement contributions</li><li>Medical benefits with employer-funded HSA contribution</li><li>Stable, relationship-driven environment with long-term career growth potential</li></ul><p><strong>Ideal for a seasoned tax professional seeking a long-term home with a respected CPA firm that values relationships, technical excellence, and future leadership development.</strong></p>
<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><strong>Jeff Abrams with Robert Half</strong> is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies.</p><p><br></p><p>Responsibilities:</p><p>• Manage the preparation and final review of individual and trust tax filings, with direct involvement in the most complex federal, California, and multi-state returns.</p><p>• Oversee tax compliance for related business entities, including partnership, S corporation, and C corporation filings, while ensuring California-specific elections and required tax payments are completed accurately.</p><p>• Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.</p><p>• Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.</p><p>• Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.</p><p>• Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.</p><p>• Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.</p><p>• Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.</p><p>• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn </strong></p>
We are looking for a Tax Preparer to support individual income tax engagements in California. This Long-term Contract opportunity is ideal for someone who can manage returns accurately, communicate clearly with clients, and maintain high standards of compliance throughout the filing process. The role focuses on preparing personal tax documents, reviewing financial information for completeness, and using tax software to deliver timely, reliable results.<br><br>Responsibilities:<br>• Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness.<br>• Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues.<br>• Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors.<br>• Communicate with clients to request missing information, clarify financial details, and explain documentation requirements during the filing process.<br>• Verify completed returns for compliance with applicable tax rules before submission and resolve discrepancies when they arise.<br>• Maintain confidentiality of sensitive financial and personal information in accordance with regulatory and workplace standards.<br>• Track filing deadlines and workload priorities to ensure returns are completed within expected timeframes.<br>• Support follow-up activities related to submitted returns, including responding to questions and updating records as needed.
<p>A well-established tax firm is seeking an experienced <strong>Tax Preparer</strong> to provide immediate support as the October 15 tax filing deadline approaches. This is an excellent opportunity for a tax professional who can quickly step in, manage a high volume of returns, and potentially return for the 2027 tax season.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns, primarily supporting the October 15 extended filing deadline.</li><li>Organize and review client tax documents for completeness and accuracy.</li><li>Enter and process tax data efficiently while ensuring compliance with applicable tax regulations.</li><li>Identify missing information, discrepancies, and potential tax issues.</li><li>Communicate with clients and internal team members regarding outstanding documentation and questions.</li><li>Assist with finalizing returns and meeting strict filing deadlines.</li><li>Maintain accurate and confidential client records.</li></ul><p><br></p>
<p>The Tax Preparer is responsible for preparing accurate individual, corporate, partnership, and trust tax returns using Lacerte tax software. This role reviews client financial documents, applies current tax laws, identifies deductions and credits, and ensures timely filing in compliance with federal, state, and local regulations. The Tax Preparer may also communicate with clients to gather missing information, answer tax-related questions, and support tax planning and compliance efforts.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare federal, state, and local tax returns using Lacerte tax software</li><li>Review client financial records, including W2s, 1099s, K-1s, brokerage statements, and business financials</li><li>Analyze tax documents for completeness and accuracy</li><li>Identify eligible deductions, credits, and tax-saving opportunities</li><li>Ensure compliance with current tax regulations and filing requirements</li><li>Organize and maintain client tax files and supporting documentation</li><li>Communicate with clients to request missing information and clarify tax matters</li><li>Assist with tax notices, amended returns, and other follow-up items as needed</li><li>Meet filing deadlines and manage multiple returns during busy tax seasons</li><li>Stay current on tax law changes and software updates</li></ul>
<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 Manager | Private Equity | San Jose | Base + Bonus + Profit Sharing </strong></p><p> </p><p>Join a <strong>premier private equity firm</strong> with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a <strong>newly launched, large-scale fund structure</strong> while gaining deep exposure to complex <strong>private equity fund tax, partnership structures, and related accounting matters</strong>.</p><p> </p><p>The role offers significant <strong>ownership and visibility</strong>, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including <strong>strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation</strong>, meals, wellness benefits, and excellent long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage tax matters across <strong>multiple funds and entities </strong></li><li>Prepare <strong>tax allocations, schedules, and supporting workpapers </strong></li><li>Coordinate with external advisors on tax returns and <strong>K-1s </strong></li><li>Manage tax deadlines, filings, and ongoing compliance requirements </li><li>Support tax matters for <strong>complex private equity and evergreen fund structures </strong></li><li>Partner with internal teams on fund tax reporting and operational matters </li><li>Gain additional exposure to <strong>fund accounting</strong> based on interest and business needs </li><li>Help build and improve internal tax processes and institutional knowledge </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW Clients</strong></p><p><strong>Compensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California)</strong></p><p> </p><p>Are you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance?</p><p> </p><p>Robert Half is partnering with a highly respected boutique Wealth Management firm managing approximately $1B in assets for high-net-worth individuals and families. The firm has built a close-knit, collaborative team and is looking for an experienced <strong>Tax Manager</strong> to join the organization and play an important role in both client service and the continued growth of the tax function.</p><p> </p><p><strong>What You'll Do</strong></p><ul><li>Prepare and review <strong>individual tax returns for HNW and UHNW clients</strong></li><li>Prepare and review <strong>trust tax returns</strong></li><li>Handle a small number of <strong>business entity returns</strong></li><li>Provide <strong>year-round tax planning, projections, and strategic guidance</strong></li><li>Participate directly in <strong>client meetings</strong> and communicate complex tax matters clearly</li><li>Review work prepared by other team members and provide guidance and mentorship</li><li>Oversee aspects of the tax function and help ensure accuracy, efficiency, and timely completion of deliverables</li><li>Support tax-related operations, processes, and workflow improvements</li><li>Collaborate with Wealth Advisors and other professionals to provide a comprehensive client experience</li><li>Work independently and take ownership of client relationships and deliverables</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 Manager/Advisor | Wealth Management Firm| Bay Area | Competitive Comp + Strong perks!</strong></p><p> </p><p>Join a <strong>boutique wealth management and tax advisory firm</strong> that partners with <strong>high-net-worth individuals, families, and business owners</strong> on sophisticated tax planning and financial strategies. This is an excellent opportunity to move beyond tax compliance and gain greater exposure to <strong>proactive planning, trust and estate matters, and integrated wealth management</strong>.</p><p> </p><p>The firm offers <strong>remote flexibility</strong>, <strong>excellent work-life balance</strong>, a collaborative team, and the opportunity to help shape a <strong>modern, technology-driven tax practice</strong> that embraces automation, AI, and continuous improvement.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review <strong>high-net-worth individual</strong> and <strong>trust tax returns </strong></li><li>Handle federal, state, and multi-state tax filings</li><li>Prepare tax projections, quarterly estimates, and year-round tax planning</li><li>Identify proactive tax savings opportunities for clients</li><li>Partner with advisors on integrated tax and financial planning strategies</li><li>Meet directly with clients to discuss tax planning and compliance matters</li><li>Review work prepared by junior staff and provide mentorship</li><li>Support process improvements, technology initiatives, and special projects</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 Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting for the organization in Hayward, California. This role oversees close activities, maintains the integrity of the general ledger, and supports audit readiness through strong controls and detailed analysis. The ideal candidate brings sound technical accounting knowledge, a hands-on approach to reconciliations and journal entries, and the ability to guide a high-performing accounting function.</p><p><br></p><p>Responsibilities:</p><ul><li>Provide general ledger support and guidance to accounting staff</li><li>Reconcile operating bank accounts and investigate discrepancies</li><li>Support project-related regulatory and contract compliance requirements</li><li>Manage customer billing, collections, and cash application activities</li><li>Process, reconcile, and monitor corporate credit card transactions</li><li>Administer certified payroll submissions and labor compliance documentation</li><li>Prepare and maintain union reports and related records</li><li>Coordinate and submit OCIP reporting requirements</li><li>Serve as backup support for payroll processing functions</li><li>Handle annual 1099 preparation and filing activities</li><li>Deliver training and system assistance for Vista/Viewpoint users</li></ul>
<p>We are looking for an Accounting Manager to lead core accounting operations and help maintain accurate, timely financial reporting for our Oakland, California team. This position will oversee key close activities, strengthen general ledger integrity, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to guide processes in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Support daily accounting functions, including ledger maintenance, reconciliations, journal entries, and financial close activities.</li><li>Help prepare accurate financial statements and ensure adherence to GAAP, company policies, and internal controls.</li><li>Assist with product costing, inventory valuation, variance analysis, and inventory reconciliations.</li><li>Evaluate labor, materials, overhead, and production performance to identify efficiency improvements and cost reductions.</li><li>Collaborate with Operations and Finance teams to enhance profitability and optimize processes.</li><li>Serve as a key user of ERP, MRP, and related business systems.</li><li>Contribute to budgeting, forecasting, financial analysis, cash flow planning, and management reporting.</li><li>Monitor business performance and provide insights to support decision-making.</li><li>Assist with audits, tax compliance, regulatory reporting, and maintenance of accurate financial records and documentation.</li></ul>
<p>We are looking for an experienced Accounting and Reporting Manager to join our team in Emeryville, California. This role is ideal for someone with a strong attention to detail, a solid understanding of financial operations, and a proven ability to manage accounting processes efficiently. You will play a key role in overseeing financial reporting, ensuring compliance, and maintaining accurate records.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead monthly financial close for individual entities and consolidated GAAP and statutory reporting</li><li>Serve as subject-matter expert for SEC and statutory filings, including proxy and quarterly/annual reports</li><li>Act as main contact for external auditors and support timely quarterly and annual audits</li><li>Manage accounting for fixed income investments, including valuations, reconciliations, and reporting</li><li>Oversee payroll, stock-based compensation, equity, and APIC accounting</li><li>Prepare and report quarterly basic and diluted earnings per share (EPS)</li><li>Research complex accounting issues and document conclusions through memos and whitepapers</li><li>Design and maintain accounting processes that meet SOX and Model Audit Rule requirements</li><li>Improve systems and processes to increase efficiency, accuracy, and automation</li><li>Manage, train, and mentor accounting staff and support finance leadership on complex matters</li></ul>
<p>Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.</p><p>• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.</p><p>• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.</p><p>• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.</p><p>• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.</p><p>• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.</p><p>• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.</p><p>• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn</p>
<p>Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.</p><p>• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.</p><p>• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.</p><p>• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.</p><p>• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.</p><p>• Support regulatory and compliance-related reporting needs as required by the business.</p><p>• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.</p><p>• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.</p><p>• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.</p><p>• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives.</p><p><br></p><p>If you are interested in the role, please reach out to Jeff Abrams via LinkedIn </p>
<p>Payroll Accountant</p><p><strong>Location:</strong> San Mateo, CA</p><p><strong>Industry:</strong> SaaS / Technology</p><p><strong>Employment Type:</strong> Contract / Contract-to-Hire</p><p><strong>Schedule:</strong> Hybrid</p><p><br></p><p>Position Overview</p><p>Our client, a growing SaaS company in San Mateo, is seeking a <strong>Payroll Accountant</strong> to support payroll accounting, reconciliations, and general accounting activities. This position will work closely with Payroll, HR, and Finance to ensure payroll is accurately recorded and reconciled while supporting the month-end close process.</p><p>Key Responsibilities</p><ul><li>Record and reconcile payroll transactions to the general ledger.</li><li>Prepare payroll-related journal entries and accruals.</li><li>Perform payroll reconciliations and investigate discrepancies.</li><li>Review payroll reports for accuracy and completeness.</li><li>Support monthly, quarterly, and year-end close activities.</li><li>Reconcile payroll taxes, benefits, deductions, and other payroll-related accounts.</li><li>Partner with Payroll and HR to resolve payroll and accounting discrepancies.</li><li>Assist with multi-state payroll accounting and compliance.</li><li>Support payroll audits and provide requested documentation.</li><li>Assist with W-2 and year-end payroll reporting.</li><li>Maintain accurate payroll accounting records and documentation.</li><li>Identify and improve payroll accounting processes and internal controls.</li><li>Provide support for ad hoc accounting and finance projects.</li></ul><p><br></p>
We are looking for a Payroll Accountant to join our team in California on a contract-to-permanent basis. This role is ideal for a payroll specialist who can manage end-to-end payroll operations with accuracy, maintain compliance across multiple states, and support timely reporting obligations. The position requires strong experience with ADP Workforce Now and a thorough approach to payroll processing, reconciliation, and tax-related activities.<br><br>Responsibilities:<br>• Administer complete payroll processing cycles from data review through final submission, ensuring employees are paid accurately and on schedule.<br>• Manage payroll activities for employees working in multiple states while applying appropriate wage, tax, and compliance requirements.<br>• Prepare, review, and submit payroll tax reports, resolving discrepancies and supporting timely filings and payments.<br>• Maintain and update payroll records in ADP Workforce Now, verifying employee data, earnings, deductions, and tax settings.<br>• Reconcile payroll registers, benefit deductions, and related general ledger entries to support accurate financial reporting.<br>• Investigate payroll issues, respond to employee questions, and partner with internal teams to correct variances promptly.<br>• Support audits and internal reviews by organizing payroll documentation and providing clear records for compliance purposes.
<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>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Anisa Henry is partnered with a growing venture capital investment firm seeking a <strong>Fund Accounting Manager</strong> to join its finance team. This role is responsible for overseeing the day-to-day fund accounting operations, financial reporting, cash management, investor reporting, and tax coordination across multiple investment vehicles. Reporting to senior finance leadership, the Fund Accounting Manager will play a critical role in ensuring accurate financial reporting, maintaining compliance with accounting standards, and supporting the firm's continued growth.</p><p><br></p><p>This is a highly hands-on position suited for an experienced accounting professional who enjoys managing complex fund operations and working closely with internal stakeholders, investors, and external service providers. The ideal candidate will have strong technical accounting expertise, experience with private equity or venture capital fund structures, and the ability to thrive in a fast-paced, entrepreneurial environment.</p><p><br></p><p><strong>Why Join</strong></p><ul><li>Opportunity to join a growing investment management firm with a collaborative and entrepreneurial culture.</li><li>High visibility role with direct exposure to senior leadership and fund operations.</li><li>Broad responsibility across accounting, reporting, investor relations, and fund management activities.</li><li>Chance to make a meaningful impact within an expanding organization focused on innovation and long-term growth.</li></ul><p><strong>Schedule & Flexibility</strong></p><ul><li>Hybrid and remote-friendly work environment.</li><li>Local employees may work onsite as little as once per week, with flexibility to come in more often.</li><li>Fully remote candidates are welcome, with travel accommodations provided for required onsite meetings.</li><li>Occasional quarter-end close periods may require several consecutive days of in-person collaboration.</li><li>Flexible scheduling, including the potential for a condensed workweek, while maintaining availability for key business needs and meetings.</li></ul>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Finance & Accounting</strong> is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities.</p><p> </p><p>If you're currently in public accounting at the <strong>Manager or Senior Manager</strong> level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul><p><br></p>
<p>Karla Estrada with Robert Half is looking for an experienced accounting specialist fully remote (WEST COAST ONLY) to lead core financial operations for a growing technology company. This role will oversee essential close activities, support accurate financial reporting, and manage accounting processes across domestic and international entities. The ideal candidate brings strong technical accounting knowledge, payroll experience, and the ability to operate effectively in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly close activities, including billing support, revenue treatment, prepaid expense tracking, and accrual preparation.</p><p>• Reconcile balance sheet and profit and loss accounts to maintain accurate and timely financial records.</p><p>• Administer payroll processing and record related journal entries for both U.S. operations and international subsidiaries.</p><p>• Partner with Human Resources to support compensation and employee benefits accounting matters.</p><p>• Manage end-to-end accounting responsibilities for subsidiary entities, ensuring compliance and consistency across records.</p><p>• Assist with annual audit preparation and coordinate support for corporate tax reporting requirements.</p><p>• Prepare and post general ledger entries while helping maintain the integrity of financial data.</p><p>• Contribute to special projects and other accounting initiatives as business needs evolve.</p>