97 results for Tax Preparer in Danville, CA

Tax Preparer We are offering a contract employment opportunity for a Tax Preparer in Saratoga, California. The role involves a variety of tasks, including the handling of complex individual tax returns and processing a large volume of returns. This position will be based onsite with the possibility of hybrid work. Responsibilities• Manage the preparation of business and trust tax returns.• Handle intricate tax returns for high-net worth individuals, including a variety of scenarios such as stock options, partnership K-1, small business owners, rentals, 1031 exchanges, and sales of stocks.• Ensure accurate processing and reporting of a substantial volume of returns.• Maintain weekend availability for work as necessary.• Utilize knowledge of accounting software systems such as CCH ProSystem Fx and Drake Tax Software.• Provide excellent customer service while handling inquiries and maintaining accurate customer records.• Perform data entry tasks and manage jobs from initiation to completion.• Monitor customer accounts and take appropriate action as required.

Sr. Tax Advisor Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position is responsible for providing expert tax preparation, tax planning, and strategic advisory services to clients while driving exceptional client satisfaction and retention. In this collaborative, team-oriented environment, you'll play a key role in business growth and career development opportunities. Key Responsibilities:Tax Preparation and Planning<ul><li>Prepare individual (1040), partnership (1065), S-Corp (1120S), C-Corp (1120), trust (1041), and gift (709) tax returns for clients and their associated businesses and entities.</li><li>Provide secondary support in the preparation of gift tax (709) and foundation (990) returns, along with payroll, sales tax, and foreign asset reporting.</li><li>Respond to client inquiries related to retirement planning, asset sales, business formation, and dissolution.</li><li>Review and address tax notices and audit responses from federal and state authorities.</li><li>Amend tax returns as necessary.</li><li>Identify and recommend proactive tax planning opportunities that align with clients' comprehensive financial plans (e.g., retirement account strategies).</li><li>Ensure tax strategies are seamlessly integrated with clients' broader investment and financial goals.</li></ul>If interested in this role, please reach out to Ren Friedman via LinkedIn

Tax Sr. - Corporate We are offering an exciting opportunity for a Senior Tax Analyst at a growing private equity owned manufacturing company. Our workplace is located in Walnut Creek, California, United States. Responsibilities<ul><li>Compliance Coordination: Manage federal and state tax compliance, provide data to external tax preparers, and review returns.</li><li>Tax Payments: Review, process, and track extension and quarterly tax payments, ensuring accurate reconciliations.</li><li>Informational Returns: Prepare and file forms like 1042-S, W-8BEN, and FinCen 114.</li><li>Tax Provisions: Prepare and review federal and state tax provisions and related analyses.</li><li>Journal Entries & Reporting: Prepare monthly tax provision journal entries and management reports.</li><li>Reconciliations: Conduct monthly balance sheet and tax expense account reconciliations.</li><li>Budgeting & Forecasting: Develop tax expense budgets and cash flow projections for tax payments.</li><li>Fixed Assets Management: Maintain tax fixed asset registers and ensure accurate cost/depreciation tracking.</li><li>Audit Support: Assist with internal/external audits, preparing workpapers and responses.</li><li>Tax Research & Notices: Address tax notices and research business tax issues.</li><li>Special Projects: Handle other tax-related projects as needed.</li></ul>

Tax Reviewer - Seasonal We are looking for a Tax Reviewer who can start immediately for our client located in San Jose. This is a temporary and seasonal position. Review tax returns and financial statements to ensure compliance with federal, state, and local tax laws.Verify accuracy of tax calculations, deductions, credits, and other financial details.Identify discrepancies or potential issues and recommend appropriate corrective actions.Collaborate with clients or internal teams to gather necessary documentation and clarify tax-related matters.Assist in preparing tax-related reports and documentation for audits or regulatory reviews.Stay up-to-date with changes in tax laws, regulations, and industry best practices.Provide support and advice on tax planning and strategy to minimize liabilities and optimize financial outcomes.Assist in training and mentoring junior staff or tax preparers.Handle inquiries from clients and tax authorities in a professional and timely manner.

Tax Associate Jackie Meza with Robert Half is seeking a Tax Associate. This role involves preparing individual, corporate, and partnership tax returns, identifying tax savings opportunities, researching tax regulations, and assisting with tax audits. As a Tax Associate, your responsibility will be to ensure our clients' financial operations comply with relevant laws and internal policies. Contact Jackie Meza at 209.227.6563. Responsibilities: • Preparing individual, corporate, and partnership tax returns ensuring accuracy and compliance with tax laws.• Identifying tax savings opportunities for clients to optimize financial efficiency.• Researching and staying updated with tax regulations to ensure compliance in all operations.• Assisting with tax audits by providing necessary information and clarification.• Collaborating with senior accountants to ensure our clients' financial operations are in line with relevant laws and internal policies.• Utilizing your proficiency in tax preparation software for efficient and accurate processing of tax returns.• Applying your strong understanding of tax laws to all tasks and responsibilities.• Maintaining excellent analytical skills to interpret tax laws and regulations effectively.• Displaying good interpersonal skills in all interactions with clients and team members.• Working actively towards obtaining their CPA license.

Tax Manager - Public Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years! Responsibilities:• Conduct thorough research on tax-related matters.• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.• Recognize and execute opportunities to minimize effective tax rates.• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.• Ensure compliance with all relevant laws and regulations.• Advise on Entity Formation based on tax considerations.• Utilize CCH ProSystem Fx for tax processes and procedures.

Sr. Tax Accountant Our client, a well-established firm in San Ramon, is seeking a Senior Tax Accountant to join their team on a temp-to-hire basis. This is an excellent opportunity for a skilled tax professional to contribute to a dynamic team with the potential for long-term employment. ** For immediate consideration, please apply and connect with Julian Sanchez on LinkedIn ** Key Responsibilities:<ul><li>Prepare and review federal and state tax returns for corporations, partnerships, and individuals.</li><li>Ensure compliance with tax regulations and stay updated on changes in tax laws.</li><li>Assist in tax planning and strategy development to minimize liabilities.</li><li>Conduct tax research and resolve complex tax-related issues.</li><li>Work closely with clients and internal teams to provide expert tax guidance.</li><li>Assist in audits and respond to tax authority inquiries as needed.</li></ul>

Controller We are offering an exciting opportunity for a Controller in Hayward, California. As a Controller, you will be instrumental in managing financial operations including payroll processing, accounts payable and receivable, and general ledger entries. You will play a vital role in developing and implementing financial policies, preparing timely financial reports, and leading the accounting team. Responsibilities: • Oversee accounts payable, accounts receivable, and payroll processing to ensure accuracy and efficiency. • Implement comprehensive financial policies and procedures to comply with regulatory requirements and protect company assets. • Produce timely financial reports such as income statements, balance sheets, and cash flow statements using accounting software systems. • Analyze financial performance against set targets and propose insights to enhance efficiency and profitability. • Collaborate with various department heads for annual budgeting, revenue forecasting, and expense allocation. • Facilitate financial audits and assessments, interacting with external auditors, tax advisors, and regulatory agencies as required. • Maintain up-to-date accounting records, documentation, and supporting schedules using designated software platforms. • Lead and mentor the accounting team, promoting effective communication, teamwork, and detail-oriented development. • Analyze Work in Progress (WIP) reports to track project costs, revenue recognition, and project completion status. • Offer financial guidance to department managers and project teams, aiding in decision-making and resource allocation. • Stay informed about changes in accounting standards, industry best practices, and regulatory requirements, ensuring compliance and adherence to accounting principles. • Promote a culture of transparency, integrity, and accountability within the accounting department and across the organization. • Prepare accurate annual financial statements and work with CPA to ensure all tax preparation is complete. • Oversee Sales Tax filings and ensure their accuracy. • Manage the 401k plan administration.

Tax Manager, Venture Capital If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Tax ManagerLocation: San Francisco; Hybrid (3 days a week - Monday, Tuesday, Thursday)Salary: $150-175k + Bonus About the Company: This private equity entity handles a multibillion-dollar portfolio and is an expert in diverse investment. Key Responsibilities:<ul><li>Review of federal and state tax filings prepared by tax advisors including tax returns, Schedule K-1’s, and withholding forms.</li><li>Work with the tax advisors’ teams to provide requested information and prepare supporting work papers.</li><li>Maintain the tax calendar and oversee the timeliness of all deliverables and tax payments.</li><li>Assist with addressing tax-related requests and questions from limited partners.</li><li>Help maintain capital accounts and complete annual financial reporting statements for the General Partner and affiliated entities.</li></ul>

Multi-Strategy Investment Firm - Sr. Tax Analyst Jeff Abrams at Robert Half is partnering with an outstanding investment firm in search of a Senior Tax Analyst. This role presents a remarkable opportunity to join a vibrant team within a prestigious organization, offering the chance to make a significant impact while advancing your career in in-house tax services and strategy. Compensation, benefits and perks are excellent at this company and the team has a truly impressive tenure track record. Responsibilities:<ul><li>Prepare and review tax work papers and returns for hedge funds, private equity funds, real estate funds, and special purpose vehicles (SPVs).</li><li>Review estimated tax calculations.</li><li>Prepare and review investor tax documents and reports.</li><li>Manage relationships with external accounting, tax, and legal firms.</li><li>Conduct research and analysis on investor tax inquiries, providing appropriate responses.</li><li>Coordinate with other departments and external audit firms regarding audited financial statements, including ASC 740 (formerly FIN 48) analysis.</li><li>Conduct research and analysis on tax law changes affecting the asset management industry.</li></ul>

Associate Attorney (Trusts & Estates Law) Robert Half Legal is recruiting an Estate Planning Associate for a successful trusts & estates and tax boutique law firm in San Francisco’s Financial District (near BART). This is a great opportunity for an attorney who is passionate about wealth planning and tax preparation and ready to take on a partnership track position (non-partnership career track is also possible) at an established practice serving high net worth families in the Bay Area. The following are the qualifications for the Associate position:• 2+ years of estate planning and trust administration experience;• Candidate with experience preparing complicated estates and trusts (e.g., GRATs, CRUTs, QTIPs, etc.) for high-net-worth clients is ideal;• Preference (but not required) for LL.M in taxation, or good knowledge of generation skipping;• Must be interested in and capable of preparing income tax returns, such as estate and gift tax returns (Forms 706 & 709); and• Smart, intellectually curious about estate planning issues, able to work at a fast pace on a large caseload, and enjoy working directly with clients. This is a fantastic direct-hire opportunity with a unique practice servicing very wealthy clientele. Except during tax season, this is a 40-hour week job. There is no minimum annual billable requirement! Compensation is a base salary of $140,000 - 220,000+/yr, DOE, great health benefits, up to 4 weeks PTO, 401k with 3% contribution upon hire (10% contribution in 2nd year), annual raises and discretionary bonuses. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com. Thank you!

Personal Wealth Manager - Family Office *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a prestigious family office managing a $1B+ portfolio, founded by a tech entrepreneur. Based in San Francisco, this collaborative team focuses on investing, portfolio management, startup incubation, and philanthropy. This role provides an opportunity to work directly with the principal, shaping financial strategy and operations in a dynamic environment. Work closely with senior leadership, advise on financial strategy, and manage investments, cash flows, and risk. This is a high-impact role with exposure to both strategic planning and hands-on execution, offering significant professional growth. The office values entrepreneurship, innovation, and collaboration. Responsibilities:<ul><li>Be the principal's personal wealth advisor</li><li>Develop and execute investment and financial strategies aligned with estate planning</li><li>Manage investments, liquidity, reporting, and tax preparation</li><li>Oversee risk management and internal controls with the Family Office Controller</li><li>Lead a small internal team and coordinate with external partners</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Tax Director Our client in Emeryville is seeking an interim Tax Director for a 3+ month engagement. This role will involve leading and enhancing the internal tax function and formulating tax strategies to bolster our client's growth ambitions. The Tax Director will be deeply involved in the financial specifics and will translate them into operational and strategic opportunities. This role requires 3 days onsite and is expected to pay between $90-$100/hr. DOE. Responsibilities:• Oversee the accurate and timely preparation of tax returns while monitoring tax audit activities and ensuring resources are available for support• Lead the monthly, quarterly, and annual tax accounting and reporting requirements• Implement forward-thinking strategies and creativity to refine systems, tools, and processes to boost the efficiency and effectiveness of the organization• Collaborate with operating management on tax issues and accounting personnel on tax accounting issues• Evaluate and manage relationships with external tax advisors• Concentrate on process improvements and suggest system implementations as needed to facilitate growth and efficiency• Support the development of business initiatives as needed to determine proper tax treatment/impact including new market expansion and debt, financing, and M& A transactions• Display strong communication skills, explaining complex technical matters and risks to executive management• Manage projects and handle competing priorities effectively• Be a proactive leader who can guide the company’s thinking on tax matters while maintaining flexibility to respond quickly to new business developments.

Tax Manager - Public 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. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• 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.

Tax Manager - Public Jackie Meza with Robert Half is recruiting for an exciting opportunity for a Tax Manage. As the Tax Manager you will ensure compliance with federal, state, and local tax regulations through accurate and timely tax return preparation and filing. You will develop and implement tax strategies to minimize client liabilities, provide tax advice and conduct research. Our client is offering competitive pay, work life balance, and a hybrid schedule. For more information on the role contact Jackie Meza at 209.224.6563 Responsibilities: • Oversee and manage all accounting functions within the organization.• Use accounting software systems to maintain accurate financial records.• Collaborate with ADP - Financial Services to ensure compliance with financial regulations.• Utilize CCH ProSystem Fx and CCH Sales Tax to manage complex tax situations, including consolidated tax return and corporate income tax.• Ensure compliance with all relevant tax laws and regulations.• Develop and implement strategies for complex tax issues.• Provide guidance on tax implications of business investments or decisions.• Collaborate with other departments to integrate tax strategies into the overall business strategy.• Conduct regular reviews of the organization's tax strategy to ensure it aligns with business objectives.• Provide training and guidance to the accounting team on tax-related matters.

Tax Manager - Public We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. Responsibilities: • Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns. • Provide leadership and manage a team, ensuring efficient operations. • Work closely with clients to address and resolve their inquiries and issues related to tax. • Maintain CPA status in good standing and stay updated with the latest industry trends and regulations. • Handle the preparation and review of audited financial statements. • Manage annual income tax provision activities. • Implement strategies to optimize tax processes and ensure compliance with laws and regulations. • Maintain a flexible work schedule, particularly during the busy season. • Foster a positive and collaborative work environment, promoting teamwork. • Ensure the accuracy and integrity of all tax data and records.

Controller PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL200K-250K Responsibilities-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds-Maintain the general ledgers and accounting entries for the Family and their investment portfolio- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.-Preparation of quarterly performance track record reporting-Liaise with external auditors and manage the annual audit process for the fund(s).- Work closely with Executive team on maintaining and improving the internal control framework -Manage and mentor a staff Requirements:-Bachelor’s degree in business, accounting, or finance-Public/private mix, CPA preferred-Family Office or Fund Accounting experience-Experience working with auditors and fund administrators required-Strong analytical skills, attention to detail, and accuracy

Senior Tax Accountant Position Overview:The Senior Tax Accountant will be responsible for managing and facilitating income tax processes, ensuring compliance, and supporting tax strategies to optimize financial outcomes. The ideal candidate will possess deep expertise in tax planning, reporting, and compliance, as well as strong knowledge of local and federal tax laws. This role requires excellent analytical skills, attention to detail, and the ability to thrive in a fast-paced environment. Key Responsibilities:<ul><li>Prepare and review federal, state, and local tax returns and related compliance documents.</li><li>Conduct in-depth research on complex tax issues and advise management on implications.</li><li>Ensure accurate and timely quarterly and annual income tax provisions.</li><li>Monitor changes in tax legislation and implement strategies to ensure compliance while optimizing tax positions.</li><li>Collaborate with cross-functional teams (e.g., finance, legal, and operations) to support business initiatives from a tax perspective.</li><li>Manage tax audits, responding to inquiries and coordinating with external auditors or advisors as needed.</li><li>Provide mentorship and training to junior team members to build internal tax expertise.</li><li>Support continuous process improvements to enhance efficiency and accuracy in all areas of tax accounting.</li></ul>

Senior Accountant - Real Estate **Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!** Job Posting: Senior AccountantEmployment Type: Full-TimeLocation: San Francisco; 5 days onsiteSalary: $85-115k + Bonus A privately held real estate development and investment management company headquartered in San Francisco, California. In operation since 2008, the firm is the newest venture of its ownership team that has been successfully operating in the real estate business for over 30 years. They invest and manage residential, retail and mixed-use properties with a primary focus on multifamily properties across the United States. Responsibilities:<ul><li>Coordinate workflow between property management and accounting.</li><li>Manage electronic filing of property-related documents.</li><li>Assist with other tasks as needed.</li><li>Oversee accounts payable, receivable, collections, and financial analysis.</li><li>Post non-recurring tenant charges as requested.</li><li>Resolve financial statement issues proactively.</li><li>Prepare journal entries with documentation.</li><li>Participate in month-end close activities.</li><li>Compile and review monthly financial reports.</li><li>Monitor cash flow forecasts across accounts and projects.</li><li>Review outstanding accounts receivable for accuracy.</li><li>Assist with tax return preparation and compliance.</li><li>Ensure adherence to fixed asset capitalization policies.</li><li>Follow internal accounting policies and procedures.</li><li>Collaborate with Property Management and the Controller on annual budgets.</li><li>Prepare forecasts and budgeted line items for accounting.</li></ul>

Tax Manager - Private Equity Firm Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client, a prestigious private equity firm managing ~$10B in assets, specializes in transformative investments across buyouts, leveraged acquisitions, growth capital, and more. With a focus on industries poised for growth—characterized by high fragmentation, scalable potential, and robust demand drivers—this firm is driving innovation and economic progress. This is a hybrid role in San Francisco. This is an excellent opportunity to become a key player in a rapidly expanding organization that values integrity, professionalism, and collaboration. In addition to a healthy work-life balance, the firm offers competitive health benefits, including 100% paid health, dental, and vision insurance for employees and their families, wellness perks such as gym reimbursements, and opportunities to engage in meaningful philanthropic initiatives. The firm also provides ample room for career advancement in a supportive environment designed to help you thrive. Responsibilities:<ul><li>Oversee and review federal and state tax filings prepared by external advisors.</li><li>Collaborate with advisors to prepare supporting work papers and resolve tax-related matters.</li><li>Manage tax calendars, ensuring timely deliverables and payments.</li><li>Address tax inquiries from limited partners and coordinate responses.</li><li>Track tax payments and manage tax notices.</li><li>Support tax filing coordination for 30+ portfolio companies' intermediate entities.</li><li>Assist in General Partner accounting, reporting, and annual financial statements.</li><li>Maintain capital accounts for affiliated entities.</li></ul>START DATE: FLEXIBLE - depends on candidate Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Legal Secretary Growing boutique firm is seeking a Trusts & Estates Legal Secretary to their team in San Francisco, California. This role is primarily involved in the field of estate planning and will require the individual to have a keen eye for detail and exceptional organization skills. The Legal Secretary will be responsible for assisting in drafting and editing estate planning documents, managing databases, and carrying out various administrative tasks. Responsibilities:• Assist in the preparation and editing of estate planning documents, such as trusts, wills, powers of attorney, and advance health care directives.• Coordinate and execute administrative tasks for client projects, including mailing, filing, and database management.• Support in drafting trust administration documents, including checklists, certifications of trust, beneficiary releases and agreements, court petitions, and asset inventories.• Oversee the filing of federal tax documents and probate court documents.• Assist in the preparation of real property transfer documents, including deeds, preliminary changes of ownership, and transfer tax affidavits.• Aid in the collection, valuation, and distribution of assets as directed by the executor/trustee.• Contribute to legal research and the preparation of client memos and correspondence.• Assist in client estate planning signing appointments and provide notary services.• Coordinate with records and conflicts departments in the opening and closing of matters.• Manage the database of all relevant documents and carry out routine document filing.• Prepare physical and electronic estate planning and transaction binders for clients.

Tax Senior or Tax Manager - VC/PE Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Join a top fund services firm in California known for its excellent reputation and balanced work culture. Specializing in tax planning, fund administration, and consulting for alternative investments like hedge funds, private equity, and venture capital, this firm offers a supportive, family-like environment with opportunities for professional growth. Enjoy a more manageable busy season while gaining hands-on experience across diverse asset classes. FLEXIBLE REMOTE WORK (must live in the Bay Area) Responsibilities:<ul><li>Provide comprehensive tax services in line with U.S. tax regulations and deadlines.</li><li>Oversee the preparation and review of federal and state tax returns, ensuring compliance and process control.</li><li>Stay updated on tax legislation changes and advise clients and internal teams.</li><li>Build and manage client relationships with a focus on planning, consulting, and tax risk mitigation.</li><li>Enhance processes with best practices, mentor the tax team, and collaborate with external auditors.</li><li>Calculate quarterly tax payments, handle client and authority inquiries, and manage ad-hoc tax requests.</li></ul>Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.

Controller/ Real Estate Jeff Abrams is offering an exciting opportunity for a Controller/Real Estate individual with a keen eye for detail in the Real Estate Property/Facilities Management industry for his client. This position is located in San Francisco, California, 94105, United States. As a Controller/Real Estate, you will be tasked with a variety of responsibilities ranging from overseeing the investment reporting team, managing investment vehicle liquidity, to liaising with various stakeholders. Responsibilities: • Mentor and provide opportunities for the Investor Reporting team members to grow.• Handle cash analysis, projections, and management of draws/paydowns on subscription facilities for investment vehicles.• Ensure smooth workflow by approving expenditure and payables via various systems such as NEXUS, Paymode-X/Kyriba, and MRI.• Consult with audit firms and tax consultants on accounting and tax issues and potential conclusions.• Coordinate with external accounting consultants, service providers, and joint venture partners to support reporting deliverables.• Maintain relationships with investors and other stakeholders, providing them with accurate and timely financial information.• Handle the roll-up and reconciliation of investment accounts for various investment vehicles.• Oversee the preparation of monthly reports for various investment vehicles.• Lead the quarter-end close process, preparation, and review of financial statements.• Coordinate with tax accountants and advisors to ensure compliance with REIT regulations.• Work directly with various teams on ad hoc projects, oversee group level projects, and collaborate with other departments on company projects and initiatives.• Identify and implement improvements in policies and procedures.• Provide oversight on accounting analysis on onboarding new investment vehicles, acquisitions, financing, and dispositions. If interested, please reach out Jeff Abrams via LinkedIn

Staff Accountant We are seeking a proficient Staff Accountant to join our team located in Hayward, California. In this role, you will play a crucial role in our Finance department, with a primary focus on project accounting. This opportunity offers a contract to permanent employment prospect. Responsibilities: • Manage accounting functions related to the general ledger. • Update, maintain, and reconcile the Balance Sheet and Income Statement (P& L) accounts. • Review projects for accurate revenue recognition and provide insightful analysis and recommendations. • Ensure all project-related costs are processed efficiently. • Conduct monthly inventories reconciliation and materials analysis. • Assist in the closing of books on a monthly, quarterly, and annual basis. • Reconcile bank accounts and credit cards, ensuring timely follow-up and resolution of exception items. • Perform Balance Sheet accounts reconciliation and provide detailed analysis. • Assist in the preparation of financial statements and tax filings. • Conduct various ad-hoc analyses and projects, covering financial forecasting, cash planning, and margin analyses. • Participate in meetings to discuss and recommend improvements for open and emerging business issues. • Assume responsibility in the absence of Accounting Manager, providing guidance to other Accountants.

Tax Director/Manager - Corporate PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE DETAILS TAX MANAGER Well established and stable real estate company is seeking a Tax Manager with experience in real estate investment trusts (REITs). This is an excellent opportunity to join a company with a great culture and has been on the list of Best Companies to Work.Responsibilities:The Tax Manager is responsible for assisting with all aspects of income tax compliance, including federal and state, tax planning activities, and other related projects as directed.• Prepare/Review/Assist with income tax compliance matters including accurate preparation and timely filing of federal and state income and franchise tax returns, extensions, and estimated tax payments• Assist with organizing and registering entities with various state and local tax jurisdictions• Prepare/Review quarterly and year-end tax provision and related footnote disclosures• Prepare/Review REIT tests and REIT administration activities• Research federal and state tax issues and assist in the development of ongoing tax strategies to minimize tax liabilities and maintain REIT status• Assist in various other tax matters as needed, including ongoing review of tax procedures to streamline processes and minimize risk• Provide ad hoc tax analyses and other special projects as needed