Tax Preparer<p>We are offering a contract opportunity for a Tax Preparer in Pleasanton, California. As a Tax Preparer, you will be responsible for undertaking tasks within the tax preparation industry, ensuring accurate and timely preparation and filing of individual tax returns.</p><p><br></p><p>Responsibilities</p><p>• Process and prepare individual tax returns with precision and attention to detail</p><p>• Utilize E1040 and other tax preparation software to calculate and determine accurate tax returns</p><p>• Handle client inquiries related to tax preparation and provide insightful responses</p><p>• Maintain thorough records of client tax information and transactions</p><p>• Monitor client accounts to ensure compliance and accuracy in tax return filings</p><p>• Proactively update knowledge on tax laws and regulations to provide informed tax preparation services</p><p>• Identify potential tax credits and liabilities and ensure accurate and complete returns are filed in a timely manner</p><p>• Guarantee client confidentiality and privacy, adhering to all legal standards and regulations.</p>Tax PreparerWe are in search of a Tax Preparer to join our team in the CPA industry, located in San Francisco, California. As a Tax Preparer, you will be supporting our Tax Accountants in the preparation of tax returns for various entities, including individuals, corporations, partnerships, LLCs, and trusts. This role offers a short term contract employment opportunity.<br><br>Responsibilities:<br>• Assist in the preparation of tax returns for individuals, corporations, partnerships, LLCs, and trusts.<br>• Contribute to the collection and organization of client data and supporting documentation.<br>• Utilize CCH Prosystem for scanning and uploading client documents.<br>• Perform data entry and tax return preparation within CCH Prosystem.<br>• Address and resolve tax-related issues as they arise.<br>• Support client communication and inquiries as needed.<br>• Leverage skills in document scanning to ensure all necessary paperwork is properly filed and accessible.<br>• Assist with the process of managing and organizing client data.Tax PreparerWe are offering a short term contract employment opportunity for a Tax Preparer in San Jose, California. This role is fully remote and will involve handling individual tax returns using Lacerte software. <br><br>Responsibilities: <br>• Accurately processing individual tax returns using Lacerte software.<br>• Ensuring strict adherence to deadlines for tax returns.<br>• Maintaining confidentiality and security of client information.<br>• Staying updated on current tax practices and changes in tax law.<br>• Using Microsoft Excel for data organization and calculations where necessary.<br>• Providing consistent client service and resolving client inquiries.Tax Preparer<p><strong>Job Title:</strong> Tax Preparer</p><p><strong>Type: Fulltime,</strong> Temporary (Potential Temp-to-Hire)</p><p><strong>Start Date:</strong> ASAP</p><p><strong>Duration:</strong> At least through June, with potential for full-time hire</p><p><strong>Location:</strong> Onsite</p><p><strong>Job Description:</strong></p><p>We are seeking a skilled <strong>Tax Preparer</strong> to join our team for a temporary assignment with the possibility of transitioning into a permanent role. The ideal candidate will have experience in preparing both corporate and individual tax returns, and proficiency with CCH ProSystem Fx software.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and file <strong>corporate and individual income tax returns</strong> accurately and in compliance with federal and state tax laws.</li><li>Review financial records, including income statements, balance sheets, and other supporting documentation to ensure proper tax calculations.</li><li>Provide income tax accounting services to clients and respond to client inquiries regarding tax matters.</li><li>Utilize <strong>CCH ProSystem Fx</strong> software for tax return preparation and document management.</li><li>Stay up-to-date on tax laws and changes in regulations to ensure accuracy in all tax filings.</li></ul><p><br></p>Tax Preparer<p>We are in search of a Tax Preparer to join our team in Pleasanton, California. As a Tax Preparer, you will leverage your proficiency in accounting software systems and Microsoft Excel to handle customer inquiries, maintain customer records, and manage customer accounts. This role offers a short-term contract employment opportunity within the financial services industry.</p><p><br></p><p>***Contact Ade Henderson via LinkedIn for immediate consideration***</p><p><br></p><p>Responsibilities:</p><p>• Employ Accounting Software Systems to accurately process customer credit applications.</p><p>• Utilize CCH ProSystem Fx and CCH Sales to maintain precise customer credit records.</p><p>• Resolve customer inquiries related to tax preparation using ADP - Financial Services.</p><p>• Monitor and manage customer accounts using Microsoft Excel.</p><p>• Take appropriate actions based on customer account status.</p>Tax Preparer<p>We are seeking a highly motivated and detail-oriented <strong>Remote Tax Preparer</strong> with expertise in <strong>CCH ProSystem fx</strong> to join our dynamic team. In this role, you will assist clients with their tax preparation needs, ensuring accuracy, compliance with current tax regulations, and top-tier service in a remote setting. This is an excellent opportunity for experienced tax professionals seeking flexibility and a supportive work environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review complex individual, corporate, partnership, and trust tax returns using <strong>CCH ProSystem fx</strong>.</li><li>Ensure compliance with all federal, state, and local tax laws and regulations.</li><li>Conduct tax research as necessary to optimize client outcomes and address specific scenarios.</li><li>Analyze financial information and develop strategies for tax minimization for clients.</li><li>Collaborate with clients and internal teams to gather necessary documentation to accurately complete tax filings.</li><li>Maintain confidentiality and secure client information in compliance with firm policies and industry best practices.</li><li>Stay up-to-date on tax laws, regulations, and industry trends to provide current and proactive guidance.</li><li>Participate in occasional virtual meetings with clients and team members to discuss tax strategies or resolve issues.</li></ul><p><br></p>Sr. Tax Advisor<p>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.</p><p><br></p><p>Key Responsibilities:</p><p>Tax Preparation and Planning</p><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><p>If interested in this role, please reach out to Ren Friedman via LinkedIn</p>Tax Administrative Assistant<p>Robert Half is seeking a highly organized and detail-oriented <strong>Tax Administrative Assistant</strong> to support essential tax operations for our client. This individual will play a vital role in managing and processing critical documentation, providing administrative support, and ensuring seamless workflow in a fast-paced environment. This is an excellent opportunity for candidates who thrive in detail-centric roles and are adept at maintaining confidentiality.</p><p><br></p><p>In addition to filing and scanning documentation, the Tax Administrative Assistant will:</p><ul><li><strong>Tax Return Preparation Assistance</strong>:</li><li>Process completed tax returns for client copies by preparing K-1s, saving files to flash drives, and preparing mailing labels/envelopes.</li><li>Post and distribute completed tax returns promptly for client delivery.</li><li><strong>Workflow Coordination</strong>:</li><li>Log incoming work and sort documents to the appropriate team or location to maintain an efficient workflow.</li><li><strong>Phone and Customer Support</strong>:</li><li>Manage inbound calls by providing triage support and directing inquiries effectively.</li><li><strong>Data Entry Tasks</strong> (as needed):</li><li>Autoflow tax documents through scanners for tax preparation purposes.</li><li>Input technology fees for completed returns and complete other data entry assignments as required.</li></ul><p><br></p>Tax Administrative Assistant<p>Robert Half has a two month contract with a tax firm in Foster City. Our client prides themselves on their client-focused approach. They provide comprehensive services in tax preparation, planning, and consulting. They are looking for a detail-oriented and highly organized Administrative Assistant. As an Administrative Assistant, you will play a crucial role in supporting the team of tax professionals by managing office tasks, maintaining client records/data entry, and assisting with scheduling and communication. You will be working in a fast-paced environment and must be able to handle multiple tasks and prioritize effectively.</p><p><br></p><p>Please find the description below and if interested, apply now. We are possibly looking to have a candidate start next week. Do not wait. Apply now!</p><p><br></p><p><strong>Job Description: </strong></p><ul><li>Assist in processing completed tax returns for client copies (ex: prep K-1s, save files to flash drives, prepare labels or envelopes and post for mailing</li><li>Assist in routing workflow (log in work and sort to appropriate location)</li><li>Phone support to triage phone calls</li><li>Data entry if possible (Autoflow tax documents through scanner for tax prep, enter technology fees for completed returns, similar data entry assignments as needed)</li></ul><p><br></p>Tax Associate<p>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. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Preparing individual, corporate, and partnership tax returns ensuring accuracy and compliance with tax laws.</p><p>• Identifying tax savings opportunities for clients to optimize financial efficiency.</p><p>• Researching and staying updated with tax regulations to ensure compliance in all operations.</p><p>• Assisting with tax audits by providing necessary information and clarification.</p><p>• Collaborating with senior accountants to ensure our clients' financial operations are in line with relevant laws and internal policies.</p><p>• Utilizing your proficiency in tax preparation software for efficient and accurate processing of tax returns.</p><p>• Applying your strong understanding of tax laws to all tasks and responsibilities.</p><p>• Maintaining excellent analytical skills to interpret tax laws and regulations effectively.</p><p>• Displaying good interpersonal skills in all interactions with clients and team members.</p><p>• Working actively towards obtaining their CPA license.</p>Tax Manager - Public<p>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!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</p>Bookkeeper<p><strong>Job Summary</strong></p><p>We are seeking an organized and detail-oriented Bookkeeper to join our team. In this role, you will be responsible for enacting day-to-day financial operations, ensuring accurate reporting, and maintaining the financial health of our organization. This position is ideal for someone who enjoys working with numbers and thrives in a structured environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Record Financial Transactions</strong></p><ul><li>Maintain accurate records of all financial transactions, including accounts payable, accounts receivable, and general ledger entries (Source: US Demand for Skilled Talent).</li><li>Post and verify daily transactions to ensure compliance with company policies and accounting standards.</li></ul><p><strong>Reconcile Accounts</strong></p><ul><li>Reconcile bank statements and credit card accounts on a regular basis.</li><li>Address discrepancies and identify potential financial risks.</li></ul><p><strong>Prepare Financial Reports</strong></p><ul><li>Generate balance sheets, income statements, cash flow statements, and other financial reports as needed.</li><li>Assist with reporting during audits or financial reviews.</li></ul><p><strong>Track Accounts Payable and Receivable</strong></p><ul><li>Monitor vendor balances and ensure timely payments.</li><li>Follow up on outstanding invoices owed to the company.</li></ul><p><strong>Tax Preparation Support</strong></p><ul><li>Assist accounting teams in preparing for tax filings.</li><li>Maintain records and supporting documents to ensure compliance with tax regulations.</li></ul><p><strong>Compliance and Record Maintenance</strong></p><ul><li>Maintain organized, up-to-date financial records.</li><li>Ensure compliance with relevant laws, regulations, and policies.</li></ul><p><strong>Collaboration</strong></p><ul><li>Work closely with departments to manage budgets and control costs.</li><li>Liaise with external accountants, auditors, or tax professionals when necessary.</li></ul><p><strong>Process Payroll</strong> <em>(Nice to have)</em></p><ul><li>Ensure timely and accurate payroll processing, including calculating wages and filing required taxes and deductions.</li></ul><p><br></p>Bookkeeper<p><strong>Job Summary</strong></p><p>We are seeking an organized and detail-oriented Bookkeeper to join our team. In this role, you will be responsible for enacting day-to-day financial operations, ensuring accurate reporting, and maintaining the financial health of our organization. This position is ideal for someone who enjoys working with numbers and thrives in a structured environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Record Financial Transactions</strong></p><ul><li>Maintain accurate records of all financial transactions, including accounts payable, accounts receivable, and general ledger entries (Source: US Demand for Skilled Talent).</li><li>Post and verify daily transactions to ensure compliance with company policies and accounting standards.</li></ul><p><strong>Reconcile Accounts</strong></p><ul><li>Reconcile bank statements and credit card accounts on a regular basis.</li><li>Address discrepancies and identify potential financial risks.</li></ul><p><strong>Prepare Financial Reports</strong></p><ul><li>Generate balance sheets, income statements, cash flow statements, and other financial reports as needed.</li><li>Assist with reporting during audits or financial reviews.</li></ul><p><strong>Track Accounts Payable and Receivable</strong></p><ul><li>Monitor vendor balances and ensure timely payments.</li><li>Follow up on outstanding invoices owed to the company.</li></ul><p><strong>Tax Preparation Support</strong></p><ul><li>Assist accounting teams in preparing for tax filings.</li><li>Maintain records and supporting documents to ensure compliance with tax regulations.</li></ul><p><strong>Compliance and Record Maintenance</strong></p><ul><li>Maintain organized, up-to-date financial records.</li><li>Ensure compliance with relevant laws, regulations, and policies.</li></ul><p><strong>Collaboration</strong></p><ul><li>Work closely with departments to manage budgets and control costs.</li><li>Liaise with external accountants, auditors, or tax professionals when necessary.</li></ul><p><strong>Process Payroll</strong> <em>(Nice to have)</em></p><ul><li>Ensure timely and accurate payroll processing, including calculating wages and filing required taxes and deductions.</li></ul>ControllerWe 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.<br><br>Responsibilities:<br><br>• Oversee accounts payable, accounts receivable, and payroll processing to ensure accuracy and efficiency.<br>• Implement comprehensive financial policies and procedures to comply with regulatory requirements and protect company assets.<br>• Produce timely financial reports such as income statements, balance sheets, and cash flow statements using accounting software systems.<br>• Analyze financial performance against set targets and propose insights to enhance efficiency and profitability.<br>• Collaborate with various department heads for annual budgeting, revenue forecasting, and expense allocation.<br>• Facilitate financial audits and assessments, interacting with external auditors, tax advisors, and regulatory agencies as required.<br>• Maintain up-to-date accounting records, documentation, and supporting schedules using designated software platforms.<br>• Lead and mentor the accounting team, promoting effective communication, teamwork, and detail-oriented development.<br>• Analyze Work in Progress (WIP) reports to track project costs, revenue recognition, and project completion status.<br>• Offer financial guidance to department managers and project teams, aiding in decision-making and resource allocation.<br>• Stay informed about changes in accounting standards, industry best practices, and regulatory requirements, ensuring compliance and adherence to accounting principles.<br>• Promote a culture of transparency, integrity, and accountability within the accounting department and across the organization.<br>• Prepare accurate annual financial statements and work with CPA to ensure all tax preparation is complete.<br>• Oversee Sales Tax filings and ensure their accuracy.<br>• Manage the 401k plan administration.Controller<p>We are seeking a Controller to join our East Bay team. This role is crucial for managing and overseeing all aspects of our financial operations, from accounts payable and receivable to cash management and regulatory compliance. As Controller, you will also have the opportunity to work with various software platforms such as Sage Intacct, Buildops, and Jonas, which are central to our operations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee the management of accounts payable and receivable using Sage Intacct, Buildops, and Jonas software.</p><p>• Act as the primary contact for cash management, applications, and reconciliations.</p><p>• Establish and enforce robust financial policies, procedures, and internal controls to ensure regulatory compliance and protect company assets.</p><p>• Produce precise and timely financial reports, including income statements, balance sheets, cash flow statements, and variance analyses, using specialized accounting software.</p><p>• Analyze financial performance against budgeted targets and provide insights and recommendations to enhance efficiency and profitability.</p><p>• Work closely with department heads to facilitate the annual budgeting process, revenue forecasting, expense allocation, and capital expenditure planning.</p><p>• Coordinate financial audits and assessments, engaging with external auditors, tax advisors, and regulatory agencies as necessary.</p><p>• Maintain comprehensive and current accounting records, documentation, and supporting schedules using the designated software platforms.</p><p>• Lead and mentor the accounting team, including the Accounts Receivable Department, the Accounts Payable Department, and the Payroll Department, ensuring effective communication, teamwork, and detail-oriented development.</p><p>• Prepare and analyze Work in Progress (WIP) reports to monitor project costs, revenue recognition, and project completion status, providing insights into project profitability and resource allocation.</p><p>• Offer financial guidance and support to department managers and project teams, assisting in decision-making and resource allocation.</p><p>• Stay informed about changes in accounting standards, industry best practices, and regulatory requirements, ensuring compliance and adherence to accounting principles.</p><p>• Promote a culture of transparency, integrity, and accountability within the accounting department and across the organization.</p><p>• Ensure the accuracy of annual financial statements.</p><p>• Collaborate with CPA to ensure all tax preparation is complete.</p><p>• Verify the correctness and accuracy of Sales Tax filings.</p><p>• Act as the 401k plan administrator.</p>Paralegal<p>We are a well-respected firm in San Jose, in search of an experienced Paralegal with a focus on Probate and Trust Administration. The chosen candidate will be instrumental in managing complex probate and trust administrations. This role demands an individual with a deep understanding of estate and gift tax returns, asset valuation, and the preparation of fiduciary accountings.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Work on intricate probate and trust administrations, from the initial petition to the final distribution.</p><p>• Coordinate asset valuation, document preparation, and asset allocation/distribution.</p><p>• Review and prepare estate and gift tax returns.</p><p>• Review and prepare fiduciary accountings.</p><p>• Organize and maintain files diligently.</p><p>• Draft petitions, orders, and other pleadings related to probate and trust administration.</p><p>• Prepare deeds and related real estate documents.</p><p>• Form and fund legal entities while maintaining compliance with the law.</p><p>• Use skills such as Estate Tax Return, Probate & Estate Administration, Deeds, and Asset Allocation to perform tasks efficiently.</p>Multi-Strategy Investment Firm - Sr. Tax Analyst<p>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.</p><p><br></p><p>Compensation, benefits and perks are excellent at this company and the team has a truly impressive tenure track record. </p><p><br></p><p>Responsibilities:</p><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>Controller<p>A prominent non-profit organization is seeking an experienced and dedicated Controller. This vital role, supporting and reporting to the CFO, is responsible for managing the financial operations of the organization's real estate portfolio, which includes affordable housing and commercial real estate development projects.</p><p><br></p><p>This Controller role involves comprehensive financial management including preparation of periodic financial statements for the real estate portfolio, ensuring accurate financial reporting related to real estate operations, and providing financial data to funders, board of directors, and other stakeholders.</p><p><br></p><p>The successful Controller will be tasked with overseeing the general ledger and subsidiary ledgers for real estate assets, reconciling bank and credit card statements, and managing accounts payable and receivable associated with real estate operations. They will also be required to prepare journal entries to log real estate transactions, such as rent revenues, property taxes, insurance, and maintenance expenditures.</p><p><br></p><p>The Controller will also be entrusted with developing and managing the real estate portfolio's annual budgets. This will involve preparing and tracking cash flow forecasts, conducting variance analyses, and recommending budget alterations. A key part of their role will be to carry out financial analysis - working with financial data to spot trends and potential opportunities.</p><p>Part of their responsibilities will include preparing financial projections for new real estate development projects and assisting with formulating grant and financing proposals. In addition, they will need to implement and maintain robust internal controls, ensuring compliance with all applicable laws, regulations, GAAP, and non-profit accounting standards.</p>Tax Manager - Public<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>Tax Manager - Public<p>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</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage all accounting functions within the organization.</p><p>• Use accounting software systems to maintain accurate financial records.</p><p>• Collaborate with ADP - Financial Services to ensure compliance with financial regulations.</p><p>• Utilize CCH ProSystem Fx and CCH Sales Tax to manage complex tax situations, including consolidated tax return and corporate income tax.</p><p>• Ensure compliance with all relevant tax laws and regulations.</p><p>• Develop and implement strategies for complex tax issues.</p><p>• Provide guidance on tax implications of business investments or decisions.</p><p>• Collaborate with other departments to integrate tax strategies into the overall business strategy.</p><p>• Conduct regular reviews of the organization's tax strategy to ensure it aligns with business objectives.</p><p>• Provide training and guidance to the accounting team on tax-related matters.</p>Controller<p>Under the supervision of the Chief Financial Officer, the Controller is responsible for providing financial leadership and expertise for the day-to-day accounting functions of the organization. The Controller will ensure compliance with GAAP standards, a high level of integrity, timeliness of financial reporting, and internal controls. Perform and ensure a timely month and year end close processes. Will ensure the organization complies with all tax reporting, preparation of grant budgets and invoices, preparation of payroll, accounts payable disbursements, procurement and preparation of all worksheets for annual audit and other reporting needs of the organization. Supervision of five or more direct reports; this position is required to be able to perform duties of each position, as a backup and to assist in simplifying processes and increase efficiencies.</p><p><strong>Please contact <u>Tra Nguyen via LinkedIn or Email with your updated resume</u> for fastest consideration for this opportunity.</strong></p><p><br></p><ul><li>Oversee payroll, grant management, accounts payable, and purchasing functions.</li><li>Ensure timely and accurate processing of bills, expense reports, timesheets, and other payments with supporting documents.</li><li>Ensure accurate and daily posting of accounts receivable receipts.</li><li>Prepare budgets, receivables, revenue reporting, and ensure grant compliance with regulations.</li><li>Provide guidance to Program Directors on grant management.</li><li>Take responsibility for all term-end close activities.</li><li>Coach and educate staff on organizational policies and procedures.</li><li>Evaluate direct reports within set timeframes, providing ongoing feedback, coaching, and supervision.</li><li>Close the books monthly and year-end, ensuring accurate financial transactions are recorded on time.</li><li>Prepare monthly reconciliations for all balance sheet and other accounts.</li><li>Prepare monthly financial reports for board committees and special reports as needed.</li><li>Maintain and reconcile third-party and patient pay revenue monthly.</li><li>Supervise and update the fixed assets system and oversee the annual physical inventory process.</li><li>Prepare and submit all federal, state, and local tax returns to ensure compliance with filing requirements.</li><li>Prepare schedules and work papers for the annual financial and 401K audits.</li><li>Lead the financial audits and coordinate with external auditors.</li><li>Act as the primary specialist for Abila MIP accounting software, including reporting functionality, updates, and maintenance.</li><li>Ensure compliance with tax reporting requirements by preparing and filing tax documents.</li><li>Assist leadership in annual budgeting and planning, reviewing financial plans and actual results to address variances.</li><li>Perform other financial or operational tasks as assigned by the CFO.</li></ul><p><br></p><p><br></p>CFO<p>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.</p><p><br></p><p><strong>Property Operations Responsibilities:</strong></p><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><p><strong>Estate Planning Responsibilities:</strong></p><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><p><strong>Partnership Accounting Responsibilities:</strong></p><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><p><br></p>Client Service Associate, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p><br></p>Sr. Accountant<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS </strong></p><p><br></p><p><strong>SENIOR ACCOUNTANT </strong></p><p><br></p><p><strong>This is a great opportunity to join a stable and work/life balance company. </strong></p><p>Responsibilities:</p><p>The Senior Accountant is responsible for the day-to-day accounting functions including:</p><p>· Preparation and posting of month end journal entries.</p><p>· Preparation of bank reconciliations and investment account reconciliations. </p><p>· Assist in preparation of forecasts and budgets.</p><p>· Preparation of financial information and analysis.</p><p>· Prepare monthly management fees</p><p>· Preparation of CAM Reconciliations</p><p>· Process payable invoices bi-monthly </p><p>· Assist with 1099, 571-L and other filings.</p><p>· Analyze, research and resolve accounting discrepancies and questions. </p><p>· Assist in monthly and year end close processes. </p><p>· Preparation with annual income tax return PBC documents and files. </p><p>· Preparation of annual 1099, 571-L and other filings. </p><p><br></p><p><br></p>Senior Valuation/Financial Analyst<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Senior Valuation/Financial Analyst</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Redwood City (Hybrid)</p><p><strong>Salary: </strong>$120-150K (DOE)</p><p> </p><p>A private equity firm managing 2 billion in assets is looking for a Senior Valuation/Finance Analyst to join their team. Based in Redwood city, this role offers a Hybrid work schedule and competitive compensation. </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Review fund documentation and portfolio company transaction documents to understand terms to ensure proper reporting and analysis.</li><li>Responsible for valuation spreadsheets.</li><li>Assist with the portfolio company management to obtain financial information.</li><li>Assist in annual preparation of audited financial statements.</li><li>Calculate and manage capital calls for management fees, fund expenses and investments.</li><li>Assist in preparation of tax returns and supporting scheduled for funds.</li><li>Build spreadsheet models and analyses, including performance analyses</li></ul><p><br></p>