44 results for Senior Tax Services Associate in Danville, CA

Senior Client Service Associate - Multi Family Office

San Francisco, CA
remote
Permanent
90000.00 - 110000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco–based RIA. This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You’ll join a collaborative, low‑turnover team with real growth potential, full remote flexibility, strong benefits, and the chance to work with some of the world’s most sophisticated clients. Responsibilities<ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-09-05T14:24:22Z

Senior Client Service Associate

San Francisco, CA
remote
Permanent
100000.00 - 130000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact. On top of competitive pay, 401(k) match, and comprehensive benefits, you’ll enjoy a hybrid schedule, flexible vacation, and sabbatical programs - because balance matters here. Responsibilities<ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-08-29T20:08:57Z

Client Service Associate

San Francisco, CA
remote
Permanent
70000.00 - 105000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time permanent role based in San Francisco with a Hybrid schedule. Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact. On top of competitive pay, 401(k) match, and comprehensive benefits, you’ll enjoy a hybrid schedule, flexible vacation, and sabbatical programs - because balance matters here. Responsibilities<ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-08-29T20:08:57Z

Senior Staff Accountant

San Francisco, CA
remote
Permanent
110000.00 - 140000.00 USD / Yearly
Job Posting: Client Services Accounting AssociateA private, multi-generational family office headquartered in San Francisco is seeking an Associate to join its Client Services Accounting team. The firm provides a full suite of services—including investment management, financial reporting, tax planning, and philanthropic support—to high-net-worth individuals and families. With a strong focus on long-term value, discretion, and partnership, the organization fosters a collaborative and inclusive culture where employees can make a meaningful impact. Position Overview:The Associate will play a key role in supporting the accounting and financial reporting needs of clients, including individuals, trusts, and LLCs. This position involves hands-on accounting operations, direct client interaction, and close collaboration with internal teams to ensure high-quality service and reporting. Key Responsibilities:<ul><li>Perform core accounting tasks including journal entries, reconciliations, accounts payable, and preparation of financial statements</li><li>Collaborate with internal teams and external partners to support client reporting, cash flow forecasting, and investment analysis</li><li>Serve as a point of contact for client inquiries, vendor payments, and ad hoc reporting requests</li></ul>What the Firm Offers:<ul><li>Competitive compensation and benefits package</li><li>Medical, dental, vision, and life insurance coverage</li><li>401(k) plan with employer match and annual contribution</li><li>Paid parental leave, childcare stipend, and infertility benefits</li><li>Flexible time off, paid medical leave, and generous volunteer time off</li><li>Education assistance and access to wellness and mental health resources</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-09-09T02:03:42Z

Tax Preparer

Concord, CA
remote
Temporary
30.00 - 60.00 USD / Hourly
Robert Half is seeking a Tax Preparer to join our clients team in the East Bay. This is a temp to hire opportunity which can begin immediately. Responsibilities <ul><li>Prepare and review individual and business tax returns (1040, 1120, 1120S, 1065, etc.).</li><li>Conduct thorough interviews with clients to gather financial information.</li><li>Ensure compliance with federal, state, and local tax regulations.</li><li>Research tax issues and stay updated on current tax laws.</li><li>Communicate effectively with clients regarding tax filing requirements, refunds, and liabilities.</li><li>Maintain accurate documentation and confidentiality of sensitive information.</li><li>Support the accounting team with additional tasks as needed.</li></ul>
2025-08-29T18:34:26Z

Tax Preparer

Palo Alto, CA
remote
Temporary
30.00 - 50.00 USD / Hourly
We are seeking an experienced and detail-oriented Tax Preparer to join a dynamic and fast-paced team in Palo Alto, CA. The successful candidate will play a critical role in assisting clients with tax preparation, ensuring compliance with federal, state, and local tax laws, and optimizing client outcomes through accuracy and insight. Key Responsibilities:<ul><li>Tax Preparation: Prepare and file individual, corporate, partnership, and other tax returns accurately and on time.</li><li>Client Communication: Interact with clients to gather necessary financial information, understand tax needs, and resolve questions or concerns.</li><li>Tax Research: Stay updated on changes to tax laws and regulations, providing informed advice to clients on how updates may influence their financial and tax status.</li><li>Compliance: Ensure compliance with all applicable tax regulations and filing deadlines while reducing potential risks of audits or penalties.</li><li>Calculations and Documentation: Perform detailed calculations, maintain accurate records of tax filings, and compile supporting documentation.</li><li>Advisory Support: Provide basic tax planning guidance, identifying potential savings opportunities or credits to help clients optimize their tax positions.</li><li>Software Utilization: Use tax preparation software effectively to file and manage returns. Proficiency with tools such as QuickBooks, Excel, and commonly used tax software is preferred.</li><li>Team Collaboration: Work closely with other accounting and finance professionals to provide seamless service to clients.</li></ul>
2025-09-05T22:08:43Z

Sr. Staff Accountant

San Francisco, CA
remote
Permanent
110000.00 - 140000.00 USD / Yearly
A private, multi-generational family office headquartered in San Francisco is seeking an Associate to join its Client Services Accounting team. This organization provides a comprehensive suite of services—including investment management, financial reporting, tax planning, and philanthropic support—to high-net-worth individuals and families. With a strong emphasis on long-term value, discretion, and partnership, the firm fosters a collaborative and inclusive culture where employees can make a meaningful impact. Position Overview:The Associate will play a key role in supporting the accounting and financial reporting needs of clients, including individuals, trusts, and LLCs. This role involves hands-on accounting operations, direct client interaction, and cross-functional collaboration with internal teams to deliver high-quality service and reporting. Key Responsibilities:<ul><li>Perform core accounting functions such as journal entries, reconciliations, accounts payable, and financial statement preparation.</li><li>Collaborate with internal teams and external stakeholders to support client reporting, cash flow forecasting, and investment analysis.</li><li>Serve as a point of contact for client inquiries, vendor payments, and ad hoc reporting needs.</li></ul>What the Firm Offers:<ul><li>Competitive compensation and benefits package.</li><li>Medical, dental, vision, and life insurance.</li><li>401(k) with employer match and annual contribution.</li><li>Paid parental leave, childcare stipend, and infertility benefits.</li><li>Flexible time off, paid medical leave, and generous volunteer time off.</li><li>Education assistance and access to wellness and mental health resources.</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-09-06T00:18:42Z

Senior Payroll Manager - Family Office

San Francisco, CA
remote
Permanent
150000.00 - 175000.00 USD / Yearly
Senior Payroll Manager - Family Office 📍 San Francisco, Financial District | Hybrid (3 days in-office)💼 $150,000 – $175,000 + Bonus + Excellent Benefits Jennifer Fukumae is partnering with a well-established family office with an outstanding culture and collaborative team. We’re seeking a Senior Payroll Manager to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations. Payroll Management<ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul>Retirement Plan & Benefits<ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul>Finance & Reporting<ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul>
2025-09-04T14:44:06Z

Tax Sr. - Corporate

Mountain View, CA
onsite
Permanent
95000.00 - 110000.00 USD / Yearly
We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results. Responsibilities:• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.• Mentor and assist in training tax associates, contributing to the development of less experienced team members.• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.
2025-08-20T17:39:20Z

Wealth Manager/Sr. Wealth Manager (DOE)

Mill Valley, CA
remote
Permanent
150000.00 - 200000.00 USD / Yearly
Job Posting: Wealth Manager & Senior Wealth ManagerA respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and is seeking both Wealth Managers and Senior Wealth Managers who are passionate about delivering exceptional client service and embody the firm’s “Wealth of Life” philosophy—centered on well-being, personal fulfillment, and empowerment.These roles offer the opportunity to work with high-net-worth clients, contribute to firm-wide initiatives, and grow professionally within a collaborative, mission-driven environment. Wealth Manager Position Overview:The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development efforts. This role is ideal for advisors with 5+ years of experience who are ready to deepen their impact and grow within the firm. Key Responsibilities:<ul><li>Serve as a trusted advisor to high-net-worth clients</li><li>Deliver customized financial planning and investment advisory services</li><li>Develop and implement financial plans across retirement, tax, estate, and risk management</li><li>Support senior advisors in client acquisition and business development</li><li>Participate in firm initiatives to enhance client experience and operational efficiency</li><li>Ensure compliance with regulatory standards and maintain accurate client records</li></ul> Senior Wealth Manager Position Overview:The Senior Wealth Manager is a seasoned professional who leads complex client relationships, mentors junior advisors, and plays a strategic role in firm growth. This role is suited for experienced advisors with 8+ years of experience who are ready to take on leadership responsibilities. Key Responsibilities:<ul><li>Independently source, close, and manage high-value client relationships</li><li>Deliver comprehensive financial planning and investment strategies</li><li>Mentor and train associate advisors, fostering a culture of excellence</li><li>Lead business development efforts and expand client wallet share</li><li>Participate in strategic initiatives and collaborate with leadership on firm-wide goals</li><li>Ensure compliance and maintain detailed client records</li></ul>Compensation & Benefits (Both Roles):<ul><li>Competitive salary and performance-based incentives</li><li>401(k) plan with company match</li><li>Paid time off and holidays</li><li>Opportunities for leadership and professional growth</li><li>Senior Wealth Managers may be eligible for equity ownership and participation in senior management activities</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-09-09T01:48:56Z

Senior Payroll Manager

San Francisco, CA
onsite
Permanent
150000.00 - 175000.00 USD / Yearly
Senior Payroll Manager for Family Office 📍 San Francisco, Financial District | Hybrid (3 days in-office)💼 $150,000 – $175,000 + Bonus + Excellent Benefits Join a well-established family office with an outstanding culture and collaborative team. We’re seeking a Senior Payroll Manager to oversee payroll operations, lead a small team, and manage benefits administration across multiple entities. This is a high-impact role where you’ll work closely with leadership, contribute to strategic initiatives, and ensure compliance with payroll and benefit regulations. Interested in learning more?Please reach out to Jennifer Fukumae at Robert Half on LinkedIn for a confidential conversation and apply directly to be considered. Responsibilities Include: Payroll Management<ul><li>Oversee accurate and timely payroll processing across five cycles.</li><li>Review, audit, and reconcile payroll and timekeeping data.</li><li>Manage payroll tax reporting, filings, and year-end processes.</li><li>Partner with the Payroll Manager on bonus and incentive payments.</li><li>Provide guidance, leadership, and excellent service on payroll matters.</li></ul>Retirement Plan & Benefits<ul><li>Support administration of 401(k), profit-sharing, and deferred compensation plans.</li><li>Oversee annual testing, compliance, and regulatory filings (ACA, 5500, SF HCSO).</li><li>Ensure accuracy of benefit reconciliations and payroll contribution funding.</li></ul>Finance & Reporting<ul><li>Manage payroll-related cash flow and intercompany journal entries.</li><li>Prepare variance analysis and personnel cost forecasts.</li><li>Provide payroll and benefits data for board and year-end reporting.</li><li>Track and analyze consulting expenses and management fees.</li></ul>
2025-08-30T01:38:46Z

Tax Sr. - Corporate

Menlo Park, CA
onsite
Permanent
110000.00 - 130000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR CORPORATE TAX ACCOUNTANT115K-130K+BONUS+AMAZING BENEFITS Well established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization (ranked top 15 in US) that offers stability, work/life balance, career path and excellent benefits. About the PositionSenior Tax Accountant has significant responsibilities in tax compliance, monitoring and reporting. This position ensures that the Foundation complies with tax laws and regulations while optimizing its tax position.Responsibilities-Proactively works with the tax advisor and team to prepare tax planning and strategy.-Collect and track tax data, including K-1’s issued by partnerships, and tax documents from foreign corporations.-Prepare the Foundation’s tax returns (990-PF and 990-T), including state and other related tax returns.-Ensure timely filing of all returns and payments, including quarterly estimates and extensions. Actively monitors and accounts for tax provision.-Analyze and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance.-Play a key role in audit preparedness. Maintain processes and procedures in the event of an IRS audit.-Prepare workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year.-Supports the accounting and reconcilement of the Foundation’s investment portfolio in accordance with GAAP and IRS regulations.
2025-08-28T19:34:05Z

Tax Staff - Public

Walnut Creek, CA
onsite
Permanent
110000.00 - 120000.00 USD / Yearly
We are looking for an experienced Tax Staff member to join our team in Walnut Creek, California. This role involves preparing and reviewing diverse tax returns, conducting research on tax regulations, and collaborating with clients to provide exceptional tax-related services. The ideal candidate demonstrates strong technical expertise, organizational skills, and a commitment to delivering high-quality work. Responsibilities: • Prepare and review tax returns for individuals, corporations, partnerships, trusts, and exempt organizations. • Conduct tax planning and perform in-depth research on tax laws, regulations, and specific issues. • Manage multiple client engagements, ensuring deadlines are consistently met. • Communicate directly with clients and regulatory agencies to address tax-related inquiries and concerns. • Apply a comprehensive understanding of the tax return preparation and review process. • Stay updated on industry knowledge by participating in relevant educational opportunities. • Collaborate with team members to ensure accuracy and efficiency in all tax-related tasks. • Assist clients with navigating complex tax matters and provide tailored solutions. • Utilize advanced tax software such as CCH ProSystem Fx and Lacerte for efficient tax preparation.
2025-09-02T20:28:58Z

Full Charge Bookkeeper

San Mateo, CA
onsite
Temporary
35.00 - 45.00 USD / Hourly
Job Title: Full Charge BookkeeperLocation: San Mateo, CA (Hybrid – 3 days onsite, 2 days remote) Job Type: Full-Time Industry: Professional Services Reports To: CFO About the Company:We are a dynamic and growing company based in San Mateo, CA, looking for a reliable and detail-oriented Full Charge Bookkeeper to join our team. This position plays a key role in maintaining accurate financial records and ensuring the financial health of our organization. If you are a hands-on accounting professional with a strong understanding of the full accounting cycle, we’d love to hear from you. Position Summary:The Full Charge Bookkeeper will be responsible for handling all aspects of day-to-day accounting, including general ledger, journal entries, accounts payable and receivable, payroll, bank reconciliations, and monthly financial statements. The ideal candidate will be highly organized, able to manage multiple priorities, and comfortable working both independently and collaboratively. Key Responsibilities:<ul><li>Manage full-cycle accounting, including journal entries and general ledger maintenance.</li><li>Process and record accounts payable (AP) and accounts receivable (AR) transactions accurately and in a timely manner.</li><li>Perform bank and credit card reconciliations monthly.</li><li>Prepare monthly, quarterly, and year-end financial statements.</li><li>Reconcile sub-ledgers to general ledger account balances.</li><li>Oversee payroll processing and related tax filings (in coordination with payroll provider).</li><li>Assist with budgeting, cash flow forecasting, and financial analysis as needed.</li><li>Prepare and maintain supporting schedules for fixed assets, prepaid expenses, accruals, etc.</li><li>Support external CPA with documentation for annual audits and tax preparation.</li><li>Ensure compliance with internal controls, accounting policies, and procedures.</li><li>Maintain organized digital and physical filing systems.</li><li>Assist with special projects or process improvement initiatives as needed.</li></ul>
2025-09-09T00:28:56Z

Wealth Advisor/Sr. Wealth Advisor (DOE)

Mill Valley, CA
remote
Permanent
150000.00 - 200000.00 USD / Yearly
Wealth Manager / Senior Wealth ManagerA leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic Wealth Management team. The firm is committed to delivering exceptional service to high-net-worth individuals and families, while fostering a culture of personal fulfillment, empowerment, and community engagement.This opportunity is ideal for financial advisors who are passionate about holistic wealth management and ready to grow within a collaborative, mission-driven environment. Position OverviewThe Wealth Manager / Sr. Wealth Manager plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the strategic growth of the firm. Depending on experience, the role may also include leadership responsibilities such as mentoring junior advisors and driving firm-wide initiatives. Key ResponsibilitiesClient Relationship Management<ul><li>Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice.</li><li>Independently manage a book of business and cultivate new client relationships through referrals and networking.</li><li>Provide proactive, high-touch service aligned with the firm’s holistic wealth philosophy.</li></ul>Financial Planning & Investment Advisory<ul><li>Develop and implement financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Continuously monitor and adjust client portfolios to reflect changing goals and market conditions.</li></ul>Business Development<ul><li>Source and close new client relationships aligned with the firm’s strategic objectives.</li><li>Engage with centers of influence and participate in community and networking events to drive growth.</li></ul>Leadership & Strategic Contribution (Senior-level only)<ul><li>Mentor and train associate advisors, sharing best practices and fostering professional development.</li><li>Lead firm-wide initiatives to enhance client experience and operational efficiency.</li><li>Collaborate with leadership to shape long-term strategy and growth.</li></ul>Compliance & Record-Keeping<ul><li>Ensure all client activities comply with regulatory standards and internal policies.</li><li>Maintain accurate documentation of client interactions, financial plans, and investment strategies.</li></ul>Compensation & Benefits<ul><li>Competitive salary with performance-based incentives.</li><li>Revenue-sharing and goals-based bonuses (senior-level).</li><li>Potential for equity ownership (senior-level).</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Opportunities for leadership roles and participation in senior management.</li><li>Access to advanced training, industry conferences, and networking opportunities.</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-29T14:44:28Z

CFO

Oakland, CA
onsite
Permanent
225000.00 - 250000.00 USD / Yearly
We are offering an exciting opportunity for a CFO in Oakland, California. The CFO will play a key role in our team, tasked with overseeing our financial operations and systems, including the use of Accounting Software Systems and CRM tools. This role operates within the industry and involves managing accounting functions, auditing, budget processes, and capital management. Property Operations Responsibilities:<ul><li>Collaborate with teams for financial optimization and to identify cost-saving opportunities.</li><li>Supervise budgeting, forecasting, financial analysis and capital structure.</li><li>Identify and manage financial risks and ensure compliance with regulations.</li><li>Administer accurate financial reporting according to GAAP and other standards, and tax planning.</li><li>Work with attorneys and title companies on property purchase and sale agreements.</li><li>Manage payroll processes ensuring timely compensation and conforming with regulations and tax laws.</li></ul>Estate Planning Responsibilities:<ul><li>Manage owner’s estate planning activities, ensuring regulation compliance and effective estate/gift planning.</li><li>Implement strategies for charitable and philanthropic initiatives.</li></ul>Partnership Accounting Responsibilities:<ul><li>Manage all aspects of partnership accounting for precise financial management, including tracking partner basis and overseeing cost segregation studies for potential tax savings.</li><li>Ensure accurate preparation of partnership financial statements.</li><li>Supervise tax filings preparation for partnerships, ensuring regulation compliance.</li><li>Collaborate with external tax advisors on complex issues, providing tax optimization opportunities.</li><li>Regularly monitor financial performance and tax implications of the partnership, providing insights and recommendations.</li></ul>
2025-09-12T18:14:04Z

Senior Financial Reporting Analyst

Walnut Creek, CA
onsite
Permanent
105000.00 - 120000.00 USD / Yearly
Job Summary:We are seeking a highly skilled Senior Accountant to join our growing team. This position will play a critical role in managing financial reporting functions, with a focus on providing accurate, timely, and insightful reporting and analysis to support decision-making in a dynamic, private equity-owned environment. The ideal candidate should have a strong foundation in financial reporting, technical accounting, and an analytical mindset to contribute to the company's strategic goals. Key Responsibilities:<ol><li>Financial Reporting & Analysis:</li></ol><ul><li>Prepare, review, and analyze monthly, quarterly, and annual financial statements in compliance with GAAP.</li><li>Develop and maintain reporting packages for management, private equity stakeholders, and lenders, ensuring accuracy and timeliness.</li></ul><ol><li>Technical Accounting:</li></ol><ul><li>Research and apply relevant accounting principles to address complex accounting issues, including revenue recognition, consolidation, lease accounting, and purchase accounting.</li><li>Stay up to date on emerging accounting standards and implement required changes appropriately.</li></ul><ol><li>Process Improvement:</li></ol><ul><li>Drive process improvement initiatives for financial close and reporting to ensure efficiency and effectiveness.</li><li>Leverage technology, such as ERP systems and Excel, to enhance reporting accuracy and minimize manual effort.</li></ul><ol><li>Collaboration & Stakeholder Communication:</li></ol><ul><li>Partner with cross-functional teams, including operations, FP& A, and tax, to ensure consistency and alignment of financial data.</li><li>Act as a key liaison with external auditors, ensuring audit coordination and successful outcomes.</li></ul><ol><li>Data Analysis & Insights:</li></ol><ul><li>Perform variance analysis to explain differences between actual results, forecasts, and budgets, providing recommendations for optimization.</li><li>Assist executive leadership and private equity stakeholders with ad hoc financial analysis and modeling.</li></ul><ol><li>Compliance Oversight:</li></ol><ul><li>Ensure compliance with internal controls, SOX standards, and other regulatory or contractual financial requirements.</li><li>Support the development and documentation of accounting policies and procedures.</li></ul> What We Offer:<ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development, including training and upskilling programs.</li><li>A collaborative and fast-paced work environment.</li><li>Location: Hybrid.</li></ul>
2025-08-19T17:14:18Z

Assistant Controller

Menlo Park, CA
remote
Permanent
180000.00 - 230000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Fund Accounting Manager at a Top Venture Capital Firm. This is a full-time permanent role based in Menlo Park with a Hybrid schedule. Join a top venture capital firm in the Bay Area, currently managing billions with the region's best entrepreneurs. Be part of a dynamic, collaborative team, with the added perks of a flexible work schedule, fantastic pay, and great benefits - from fully covered insurance to profit sharing in your 401(k) and even free meals. Responsibilities:<ul><li>Handle Fund and GP ledgers, expenses, accruals, transactions, and allocations.</li><li>Craft quarterly and yearly financial statements.</li><li>Work with finance chiefs and external parties for audits and taxes.</li><li>Monitor cash, manage capital calls, and handle distributions.</li><li>Oversee Fund Admin's reports and answer queries from partners.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-08-29T19:58:45Z

Part-Time Bookkeeper

Sausalito, CA
onsite
Temporary
29.00 - 35.00 USD / Hourly
We are looking for a detail-oriented Part-Time Bookkeeper to join our team in Sausalito, California. This is a Contract position offering an opportunity to contribute to a thriving organization with a diverse client base in a dynamic and fast-paced environment. The ideal candidate will support the accounting department with essential bookkeeping tasks, administrative duties, and document management, while also assisting with special projects. Responsibilities:• Perform full-charge bookkeeping tasks, including managing accounts payable and receivable, processing invoices, and reconciling financial records.• Utilize QuickBooks Pro to generate weekly and monthly financial reports and maintain accurate records.• Prepare and process bank deposits, record cash receipts, and manage merchant account activities.• Assist with quarterly and year-end financial reviews, tax payments, and payroll support.• Organize and maintain electronic and physical files for efficient document control and accessibility.• Support general administrative functions, including managing office supplies, handling inquiries, and maintaining an organized workspace.• Help implement and improve organizational systems for filing and data management.• Assist with trust and estate projects as needed, ensuring accuracy and compliance.• Coordinate year-end close-out tasks and collaborate with external partners.
2025-09-05T23:34:19Z

Financial Tax Planner at Reputable RIA

San Rafael, CA
onsite
Permanent
140000.00 - 180000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Planner at a Nationally recognized Wealth Management Firm. This is a full-time permanent role based in Marin County with a flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base. The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego. Responsibilities<ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-09-10T17:24:04Z

Full Charge Bookkeeper

San Jose, CA
onsite
Permanent
60000.00 - 80000.00 USD / Yearly
Colleen McAuliffe from Robert Half is looking for a meticulous Full Charge Bookkeeper to join our client's professional services team in San Jose, California. In this role, you will oversee all aspects of accounting and financial reporting to ensure accuracy and compliance with legal regulations. This position offers an opportunity to manage critical financial processes and contribute to the company’s overall success. Responsibilities:• Maintain the chart of accounts in alignment with the company’s financial structure.• Prepare and update financial reports, including balance sheets and profit and loss statements.• Analyze financial data to identify variances and communicate results to management.• Oversee the complete accounting cycle, from data entry to tax filing.• Manage bank and general ledger reconciliations, along with payroll processing.• Coordinate the preparation and submission of regulatory reports.• Ensure compliance with federal, state, and local financial regulations.• Verify and validate accounting data to maintain accuracy.• Develop and enhance accounting systems and procedures, implementing corrective actions as needed.• Process month-end and year-end activities, including accounts payable, accounts receivable, cash receipts, general ledger, and payroll.
2025-09-04T23:34:22Z

Tax Preparer

Danville, CA
remote
Temporary
35.00 - 50.00 USD / Hourly
Our Danville client has a Part Time opening for a tenured tax preparer, 4 plus years preferred. Environment: a collaborative team who is very client focused and dedicated to helping individuals and small businesses navigate the complexities of tax preparation with clarity, accuracy, and integrity. The business is growing and looking for a detail-oriented, client-first mindset individual with public tax experience to join them. Responsibilities will include:<ul><li>Preparing federal, state, and local tax returns for individuals and small businesses</li><li>Reviewing financial records, receipts, and documentation for accuracy</li><li>Advising clients on tax-saving strategies and compliance</li><li>Staying current with tax laws and regulations</li><li>Providing exceptional customer service and building long-term client relationships</li><li>Assisting with audits and responding to IRS inquiries when needed</li></ul>
2025-08-29T19:53:46Z

Accounting Manager/Supervisor

San Francisco, CA
onsite
Permanent
150000.00 - 171000.00 USD / Yearly
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. For immediate consideration, please contact Tra Nguyen directly via Linked-In. Financial Reporting & Compliance<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>Audit & External Reporting<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>Operational Oversight<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>Leadership & Team Development<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>
2025-08-28T16:14:13Z

Controller

Belmont, CA
onsite
Permanent
175000.00 - 180000.00 USD / Yearly
We are looking for an experienced Controller to join our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting professionals. You will play a key role in providing financial insights, managing internal controls, and partnering with cross-functional teams to support strategic initiatives. Responsibilities:• Prepare, review, and present monthly, quarterly, and annual financial statements to clients, working closely with an Assistant Controller and a team of property accountants.• Establish and communicate financial metrics and key performance indicators to senior leadership.• Monitor clients' cash flow and positions daily, compiling management reports with clear cash flow indicators.• Conduct monthly reviews of financial statements for various entities and support tax return preparation in coordination with external partners.• Develop and enforce internal controls to safeguard assets and ensure financial accuracy through audits and compliance efforts.• Oversee all accounting activities, including accounts payable and receivable reviews, client distributions, and supervising bank reconciliations.• Provide accounting support for complex property transactions, including ledger corrections, transfers, and resolving exceptions.• Evaluate and optimize financial processes, systems, and controls to enhance operational efficiency.• Build strong relationships with cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding.• Lead and develop the accounting team by hiring, training, and mentoring staff, while fostering a high-performing and motivated work environment.
2025-09-09T18:34:21Z

Sr. Manager/Director of Payroll

San Francisco Bay Area, CA
onsite
Permanent
140000.00 - 150000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION PAYROLL DIRECTOR - Hybrid position, 2 days onsite 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. Responsibilities:• Manage and supervise a payroll team responsible for processing semi-monthly payroll for over 1,000 employees.• Ensure compliance with federal, state, and local tax and employment regulations, including wage and hour laws.• Conduct internal audits of payroll processes, tax filings, and accruals to maintain accuracy and compliance.• Oversee fiscal, governmental, workers' compensation, and benefits audits related to payroll.• Develop and update standard operating procedures for payroll operations.• Collaborate with leadership and staff to provide consultative support and ensure payroll practices align with organizational goals.• Approve final payroll deliverables and provide backup payroll processing as needed.• Lead continuous improvement initiatives to enhance payroll systems and processes.• Train and mentor payroll team members to support their growth and development.• Partner on system implementations and upgrades to ensure functionality meets organizational needs.
2025-09-14T19:23:59Z