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102 results for Tax Services Manager in Danville, CA

Tax Manager
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
  • 2026-08-07T00:00:00Z
Tax Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 210000 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax &amp; Estate Planning team to deliver a fully integrated wealth management experience.</p><p> This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients&#39; overall financial and estate plans.</li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals.</li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance.</li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up.</li><li>Respond to tax-related questions from clients and advisory teams throughout the year.</li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards.</li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p>
  • 2026-08-07T00:00:00Z
Tax Manager - Public
  • Oakland, CA
  • onsite
  • Permanent / Full Time
  • 135000 - 160000 USD / Yearly
  • We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.<br><br>Responsibilities:<br>• Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery.<br>• Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives.<br>• Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders.<br>• Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution.<br>• Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting.<br>• Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development.<br>• Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice.<br>• Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
  • 2026-08-14T00:00:00Z
Tax Manager - Public
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 190000 USD / Yearly
  • <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&#39;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&#39;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&#39;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>
  • 2026-08-07T00:00:00Z
Tax Manager - Public
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 200000 USD / Yearly
  • <p><strong>Robert Half is partnering with an established CPA firm that values relationships, technical excellence, and future leadership development.</strong></p><p><br></p><p><strong>Senior Tax Manager</strong></p><p>Well-established boutique CPA and advisory firm is seeking a <strong>Senior Tax Manager</strong> to join its growing team. This is an outstanding opportunity for an experienced tax professional who enjoys working directly with high-net-worth individuals and families, values long-term client relationships, and is interested in a potential path to partnership.</p><p>This firm is known for its collaborative culture, exceptionally loyal client base, and leadership team with decades of tenure. They are focused on finding the right long-term fit and offer a stable environment where professionals can build meaningful careers.</p><p>Responsibilities</p><ul><li>Manage complex tax engagements from planning through completion, including extensions</li><li>Serve as a trusted advisor to ultra-high-net-worth individuals, families, and related entities</li><li>Review and oversee preparation of sophisticated individual tax returns</li><li>Build and maintain strong client relationships</li><li>Provide technical guidance and mentorship to staff</li><li>Partner with firm leadership on client service, workflow management, and practice growth initiatives</li></ul><p>What Makes This Opportunity Unique</p><ul><li>Strong succession planning and future advancement potential</li><li>Established, referral-driven client base</li><li>Collaborative, low-ego culture with exceptional employee tenure</li><li>Leadership team committed to mentorship and long-term development</li><li>Competitive compensation package and retirement benefits</li></ul><p>Compensation &amp; Benefits</p><ul><li>$165,000 - $240,000 base salary, depending on experience</li><li>Generous employer retirement contributions</li><li>Medical benefits with employer-funded HSA contribution</li><li>Stable, relationship-driven environment with long-term career growth potential</li></ul><p><strong>Ideal for a seasoned tax professional seeking a long-term home with a respected CPA firm that values relationships, technical excellence, and future leadership development.</strong></p>
  • 2026-08-20T00:00:00Z
Tax Accountant
  • Belmont, CA
  • onsite
  • Permanent / Full Time
  • 140000 - 160000 USD / Yearly
  • <p>We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul><p><br></p>
  • 2026-08-13T00:00:00Z
Tax Analyst/Manager/Director
  • San Mateo, CA
  • remote
  • Permanent / Full Time
  • 120000 - 150000 USD / Yearly
  • <p><strong>Jeff Abrams with Robert Half</strong> is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies.</p><p><br></p><p>Responsibilities:</p><p>• Manage the preparation and final review of individual and trust tax filings, with direct involvement in the most complex federal, California, and multi-state returns.</p><p>• Oversee tax compliance for related business entities, including partnership, S corporation, and C corporation filings, while ensuring California-specific elections and required tax payments are completed accurately.</p><p>• Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.</p><p>• Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.</p><p>• Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.</p><p>• Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.</p><p>• Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.</p><p>• Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.</p><p>• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn </strong></p>
  • 2026-08-14T00:00:00Z
Tax Preparer
  • Saratoga, CA
  • onsite
  • Temporary / Contract
  • 36.1 - 41.8 USD / Hourly
  • We are looking for a Tax Preparer to support individual income tax engagements in California. This Long-term Contract opportunity is ideal for someone who can manage returns accurately, communicate clearly with clients, and maintain high standards of compliance throughout the filing process. The role focuses on preparing personal tax documents, reviewing financial information for completeness, and using tax software to deliver timely, reliable results.<br><br>Responsibilities:<br>• Prepare individual income tax returns by analyzing client financial records, tax documents, and supporting information for accuracy and completeness.<br>• Review source materials such as wage statements, investment summaries, and deduction documentation to identify filing needs and potential issues.<br>• Enter and validate tax data in Lacerte Tax Software while maintaining organized records and minimizing preparation errors.<br>• Communicate with clients to request missing information, clarify financial details, and explain documentation requirements during the filing process.<br>• Verify completed returns for compliance with applicable tax rules before submission and resolve discrepancies when they arise.<br>• Maintain confidentiality of sensitive financial and personal information in accordance with regulatory and workplace standards.<br>• Track filing deadlines and workload priorities to ensure returns are completed within expected timeframes.<br>• Support follow-up activities related to submitted returns, including responding to questions and updating records as needed.
  • 2026-08-18T00:00:00Z
TAX PREPARER
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 35 - 49 USD / Hourly
  • <p><strong>Tax Return Types</strong></p><p>The individual will primarily be responsible for preparing:</p><ul><li>Individual (1040) returns</li><li>Partnership returns (1065)</li><li>S-Corporation returns (1120S)</li><li>C-Corporation returns (1120)</li></ul><p><strong>Note:</strong> This role is focused on tax preparation rather than review. Final review and approval will be completed by Antonia and Zita.</p><p><strong>Workload</strong></p><ul><li>Approximately 100-200 returns at a time.</li><li>Roughly 50% of individual returns remain to be completed for the current season.</li></ul><p><strong>Additional Responsibilities</strong></p><ul><li>Review and validate data imported through AutoFlow before preparing returns.</li><li>Ensure tax information is accurate and complete prior to submission for review.</li><li>Assist with: </li><li>Schedule C filings</li><li>Rental property reporting</li><li>Depreciation and capitalization analysis</li><li>Trust return data entry</li><li>Organize and prioritize workflow to maximize efficiency during tax season.</li></ul><p><br></p>
  • 2026-08-07T00:00:00Z
Tax Preparer
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 38 - 50 USD / Hourly
  • <p>We are seeking an experienced Tax Preparer to support a public accounting firm in San Francisco during the fall tax deadline season. This hybrid contract role will focus primarily on preparing individual income tax returns and handling more complex returns involving pass-through income, rental properties, and self-employment activity.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare federal and California individual income tax returns.</li><li>Complete returns involving Forms W-2 and 1099, K-1s, Schedule C, and Schedule E.</li><li>Review client tax documents for accuracy and completeness.</li><li>Organize tax workpapers and maintain supporting documentation.</li><li>Identify missing information and communicate follow-up needs.</li><li>Calculate estimated tax payments and extension amounts.</li><li>Research tax questions and resolve return discrepancies.</li><li>Respond to reviewer comments and update returns promptly.</li><li>Assist with partnership, S corporation, trust, or corporate returns as needed.</li><li>Track assignments and meet federal and state filing deadlines.</li><li>Maintain confidentiality of client tax and financial information.</li></ul>
  • 2026-08-13T00:00:00Z
Tax Preparer
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 35 - 50 USD / Hourly
  • <p>The Tax Preparer is responsible for preparing accurate individual, corporate, partnership, and trust tax returns using Lacerte tax software. This role reviews client financial documents, applies current tax laws, identifies deductions and credits, and ensures timely filing in compliance with federal, state, and local regulations. The Tax Preparer may also communicate with clients to gather missing information, answer tax-related questions, and support tax planning and compliance efforts.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare federal, state, and local tax returns using Lacerte tax software</li><li>Review client financial records, including W-2s, 1099s, K-1s, brokerage statements, and business financials</li><li>Analyze tax documents for completeness and accuracy</li><li>Identify eligible deductions, credits, and tax-saving opportunities</li><li>Ensure compliance with current tax regulations and filing requirements</li><li>Organize and maintain client tax files and supporting documentation</li><li>Communicate with clients to request missing information and clarify tax matters</li><li>Assist with tax notices, amended returns, and other follow-up items as needed</li><li>Meet filing deadlines and manage multiple returns during busy tax seasons</li><li>Stay current on tax law changes and software updates</li></ul><p><br></p>
  • 2026-08-13T00:00:00Z
Tax Preparer
  • Alameda, CA
  • onsite
  • Temporary / Contract
  • 30 - 35 USD / Hourly
  • <p>Are you an experienced Tax Preparer looking to join a dynamic team? Our company is seeking a detail-oriented professional with hands-on experience using Lacerte or CCH tax software.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare individual, corporate, partnership, and trust tax returns using Lacerte or CCH software.</li><li>Review financial records and documents to identify potential tax issues and opportunities.</li><li>Research federal, state, and local tax laws to ensure accurate tax compliance.</li><li>Communicate with clients regarding tax documents, deadlines, and preparation status.</li><li>Assist with tax planning and provide recommendations to clients.</li><li>Maintain confidentiality and compliance with company policies and industry regulations.</li></ul><p> </p><p><br></p>
  • 2026-08-18T00:00:00Z
Senior Tax Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 125000 USD / Yearly
  • <p><strong>Natalie Lue, Robert Half is recruiting a Senior Tax Accountant to join a boutique public accounting firm. This role offers the opportunity to work on a variety of accounting, financial reporting, tax compliance, and client advisory-related projects while collaborating with internal and external stakeholders.</strong></p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review financial and compliance-related documentation.</li><li>Prepare and review a variety of tax returns while ensuring compliance with applicable regulations.</li><li>Assist with tax planning, projections, and other financial analyses.</li><li>Provide accounting and advisory support to a diverse client base.</li><li>Analyze financial information and provide recommendations to support business decisions.</li><li>Assist with planning, forecasting, and reporting activities.</li><li>Research and resolve accounting and regulatory matters.</li><li>Support client and stakeholder communications as needed.</li><li>Participate in financial reporting and related projects.</li><li>Review work prepared by junior team members and provide guidance as appropriate.</li><li>Maintain accurate documentation and ensure adherence to established processes and standards.</li></ul>
  • 2026-08-14T00:00:00Z
Tax Manager | Remote/Hybrid CA
  • San Jose, CA
  • onsite
  • Permanent / Full Time
  • 125000 - 150000 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong> </p><p> </p><p><strong>Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth &amp; UHNW Clients</strong></p><p><strong>Compensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California)</strong></p><p> </p><p>Are you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance?</p><p> </p><p>Robert Half is partnering with a highly respected boutique Wealth Management firm managing approximately $1B in assets for high-net-worth individuals and families. The firm has built a close-knit, collaborative team and is looking for an experienced <strong>Tax Manager</strong> to join the organization and play an important role in both client service and the continued growth of the tax function.</p><p> </p><p><strong>What You&#39;ll Do</strong></p><ul><li>Prepare and review <strong>individual tax returns for HNW and UHNW clients</strong></li><li>Prepare and review <strong>trust tax returns</strong></li><li>Handle a small number of <strong>business entity returns</strong></li><li>Provide <strong>year-round tax planning, projections, and strategic guidance</strong></li><li>Participate directly in <strong>client meetings</strong> and communicate complex tax matters clearly</li><li>Review work prepared by other team members and provide guidance and mentorship</li><li>Oversee aspects of the tax function and help ensure accuracy, efficiency, and timely completion of deliverables</li><li>Support tax-related operations, processes, and workflow improvements</li><li>Collaborate with Wealth Advisors and other professionals to provide a comprehensive client experience</li><li>Work independently and take ownership of client relationships and deliverables</li></ul><p><br></p>
  • 2026-08-19T00:00:00Z
Accounting Manager
  • San Rafael, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 130000 USD / Yearly
  • We are looking for an experienced Accounting Manager to oversee client accounting engagements and guide a high-performing team. This position combines people leadership, financial review, and client relationship management to ensure accurate reporting, timely delivery, and consistent service quality. The role also partners closely with tax specialists and supports new business activity through client discovery, proposal development, and onboarding.<br><br>Responsibilities:<br>• Direct daily operations for the accounting team, setting priorities and ensuring work is completed efficiently across multiple client engagements.<br>• Supervise recurring client deliverables on monthly, quarterly, and annual cycles, while balancing deadlines, budgets, and service expectations.<br>• Examine financial statements, reconciliations, cash flow analyses, budgets, and related reports to confirm accuracy and completeness before delivery.<br>• Provide coaching, feedback, and technical direction to staff members to strengthen performance and support career growth.<br>• Track engagement progress, review time usage, and oversee billing activity to maintain financial discipline and operational visibility.<br>• Develop and reinforce standardized procedures and quality controls that support scalable, dependable accounting services.<br>• Identify accounting concerns, recommend process enhancements, and recognize opportunities to expand advisory support for clients.<br>• Collaborate with tax colleagues to align accounting output with tax planning and compliance needs.<br>• Lead discussions with prospective clients, assess service needs, prepare pricing proposals, and coordinate a smooth onboarding process.
  • 2026-08-12T00:00:00Z
Accounting Manager
  • Union City, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • <p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
  • 2026-07-31T00:00:00Z
Accounting Manager
  • Emeryville, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 155000 USD / Yearly
  • <p>We are looking for an Accounting Manager to lead core accounting operations and help maintain accurate, timely financial reporting for our Oakland, California team. This position will oversee key close activities, strengthen general ledger integrity, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to guide processes in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Support daily accounting functions, including ledger maintenance, reconciliations, journal entries, and financial close activities.</li><li>Help prepare accurate financial statements and ensure adherence to GAAP, company policies, and internal controls.</li><li>Assist with product costing, inventory valuation, variance analysis, and inventory reconciliations.</li><li>Evaluate labor, materials, overhead, and production performance to identify efficiency improvements and cost reductions.</li><li>Collaborate with Operations and Finance teams to enhance profitability and optimize processes.</li><li>Serve as a key user of ERP, MRP, and related business systems.</li><li>Contribute to budgeting, forecasting, financial analysis, cash flow planning, and management reporting.</li><li>Monitor business performance and provide insights to support decision-making.</li><li>Assist with audits, tax compliance, regulatory reporting, and maintenance of accurate financial records and documentation.</li></ul>
  • 2026-08-10T00:00:00Z
Accounting and Reporting Manager
  • Emeryville, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 155000 USD / Yearly
  • <p>We are looking for an experienced Accounting and Reporting Manager to join our team in Emeryville, California. This role is ideal for someone with a strong attention to detail, a solid understanding of financial operations, and a proven ability to manage accounting processes efficiently. You will play a key role in overseeing financial reporting, ensuring compliance, and maintaining accurate records.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead monthly financial close for individual entities and consolidated GAAP and statutory reporting</li><li>Serve as subject-matter expert for SEC and statutory filings, including proxy and quarterly/annual reports</li><li>Act as main contact for external auditors and support timely quarterly and annual audits</li><li>Manage accounting for fixed income investments, including valuations, reconciliations, and reporting</li><li>Oversee payroll, stock-based compensation, equity, and APIC accounting</li><li>Prepare and report quarterly basic and diluted earnings per share (EPS)</li><li>Research complex accounting issues and document conclusions through memos and whitepapers</li><li>Design and maintain accounting processes that meet SOX and Model Audit Rule requirements</li><li>Improve systems and processes to increase efficiency, accuracy, and automation</li><li>Manage, train, and mentor accounting staff and support finance leadership on complex matters</li></ul>
  • 2026-08-10T00:00:00Z
Property Tax Consultant
  • Palo Alto, CA
  • remote
  • Temporary / Contract
  • 95 - 110 USD / Hourly
  • We are looking for a Property Tax Consultant to support an early-stage product focused on residential property tax appeal workflows in Florida. This is a Contract position based in Palo Alto, California, offering an independent contractor arrangement with flexible, part-time hours on an as-needed basis. The person in this role will provide practical guidance on appeal procedures, filing rules, and hearing preparation so the product is designed around real-world county practices. This opportunity is ideal for someone with direct hands-on experience who can help shape a legally grounded, operationally effective solution.<br><br>Responsibilities:<br>• Advise the product team on how Florida residential property tax appeal rules are applied in practice, translating statutory and procedural requirements into usable product guidance.<br>• Explain operational differences among high-volume Florida counties, including how local property appraiser offices and value adjustment boards may vary in their processes and expectations.<br>• Guide the design of filing workflows by outlining key deadlines, notice timing, required forms, submission methods, and payment-related compliance steps.<br>• Help structure hearing preparation features that reflect successful appeal strategies, including evidence timing, comparable property analysis, and property condition arguments.<br>• Review customer and backend authorization flows to identify legal or procedural issues before release to production.<br>• Spot potential process risks and edge cases by drawing on extensive experience across a large number of residential parcels and appeal scenarios.<br>• Collaborate with internal stakeholders to refine filing logic and user pathways so the product aligns with actual appeal practices in Florida.<br>• Provide ongoing subject matter insight on petition handling and adjudicative expectations relevant to special magistrate proceedings.
  • 2026-08-12T00:00:00Z
Tax Supervisor | RIA Firm | 1 day onsite
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p>An established, fast-growing wealth management firm is seeking a <strong>Tax Supervisor</strong> to join its Tax and Estate Planning team. This role is ideal for an experienced tax professional who enjoys working directly with high-net-worth clients and collaborating with senior CPAs, estate planning professionals, and financial advisors. The position offers broad exposure to individual, trust, estate, and entity taxation, as well as advanced tax planning and wealth management strategies.</p><p> </p><p><strong>Responsibilities</strong></p><p>The Tax Supervisor will take ownership of tax planning, compliance, and advisory initiatives while partnering closely with senior professionals across the firm.</p><p> </p><p><strong>Tax &amp; Planning</strong></p><ul><li>Oversee and review tax preparation and compliance for high-net-worth individuals, trusts, estates, partnerships, and related entities.</li><li>Develop and review federal and state tax projections and identify tax planning opportunities.</li><li>Assist with advanced tax planning strategies, including income tax, estate, trust, and entity structure considerations.</li><li>Analyze complex tax issues and provide practical recommendations to clients and internal stakeholders.</li><li>Review estate and trust structures and related tax implications.</li><li>Conduct tax research and stay current on relevant federal and state tax legislation.</li><li>Work closely with CPAs, attorneys, financial planners, and investment professionals to integrate tax strategies into broader wealth planning.</li><li>Participate in client meetings and communicate complex tax concepts clearly and professionally.</li><li>Lead and support ad-hoc tax and financial planning projects.</li></ul><p><strong>Team &amp; Workflow Management</strong></p><ul><li>Review work prepared by junior team members and provide technical guidance and mentorship.</li><li>Help manage tax deadlines, workflow, and deliverables across multiple client engagements.</li><li>Serve as a resource to the broader advisory team on tax-related matters.</li><li>Prepare and review client-ready analyses, reports, and presentations.</li><li>Coordinate with internal teams to ensure accurate and timely execution of client deliverables.</li><li>Take ownership of complex, time-sensitive projects and help drive them through completion.</li></ul><p><br></p>
  • 2026-08-13T00:00:00Z
Payroll Accountant
  • Burlingame, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>Payroll Accountant</p><p><strong>Location:</strong> San Mateo, CA</p><p><strong>Industry:</strong> SaaS / Technology</p><p><strong>Employment Type:</strong> Contract / Contract-to-Hire</p><p><strong>Schedule:</strong> Hybrid</p><p><br></p><p>Position Overview</p><p>Our client, a growing SaaS company in San Mateo, is seeking a <strong>Payroll Accountant</strong> to support payroll accounting, reconciliations, and general accounting activities. This position will work closely with Payroll, HR, and Finance to ensure payroll is accurately recorded and reconciled while supporting the month-end close process.</p><p>Key Responsibilities</p><ul><li>Record and reconcile payroll transactions to the general ledger.</li><li>Prepare payroll-related journal entries and accruals.</li><li>Perform payroll reconciliations and investigate discrepancies.</li><li>Review payroll reports for accuracy and completeness.</li><li>Support monthly, quarterly, and year-end close activities.</li><li>Reconcile payroll taxes, benefits, deductions, and other payroll-related accounts.</li><li>Partner with Payroll and HR to resolve payroll and accounting discrepancies.</li><li>Assist with multi-state payroll accounting and compliance.</li><li>Support payroll audits and provide requested documentation.</li><li>Assist with W-2 and year-end payroll reporting.</li><li>Maintain accurate payroll accounting records and documentation.</li><li>Identify and improve payroll accounting processes and internal controls.</li><li>Provide support for ad hoc accounting and finance projects.</li></ul><p><br></p>
  • 2026-08-20T00:00:00Z
Payroll Accountant
  • Stockton, CA
  • onsite
  • Temporary / Contract
  • 22.1635 - 25.663 USD / Hourly
  • <p>We are looking for a Payroll Accountant to join a retail organization in Stockton, California on a Long-term Contract assignment. This position will take ownership of payroll processing for a workforce of about 100 employees while also contributing to HR coordination and accounts payable support. The role is best suited for someone who can manage sensitive information carefully, work efficiently in a fast-paced onsite setting, and provide dependable administrative support across multiple functions.</p><p><br></p><p>Responsibilities:</p><p>• Administer end-to-end payroll for approximately 100 employees, ensuring wages, deductions, and related entries are handled accurately and submitted on schedule.</p><p>• Maintain payroll records and employee information within Paycom, keeping data current and organized for day-to-day operations.</p><p>• Assist with onboarding activities, personnel file updates, and other HR administrative tasks that support the employee lifecycle.</p><p>• Provide accounts payable assistance by entering invoices, helping coordinate payment activity, and supporting vendor-related documentation.</p><p>• Address employee questions related to pay, records, and general HR matters with professionalism and timely follow-up.</p><p>• Prepare, organize, and preserve payroll, HR, and AP documentation to support accuracy, compliance, and internal reporting needs.</p><p>• Collaborate with internal team members on routine administrative assignments and provide coverage for related operational tasks as needed.</p><p><br></p><p>For immediate consideration please contact Cortney 209-751-7698</p>
  • 2026-07-24T00:00:00Z
Fund Accounting Manager
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 150000 USD / Yearly
  • <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Finance &amp; Accounting</strong> is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities.</p><p> </p><p>If you&#39;re currently in public accounting at the <strong>Manager or Senior Manager</strong> level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Maintain a thorough understanding of the firm&#39;s general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul><p><br></p>
  • 2026-08-11T00:00:00Z
Trust Accountant
  • Walnut Creek, CA
  • onsite
  • Temporary to Hire
  • 30 - 40 USD / Hourly
  • We are looking for an experienced Trust Accountant to join a legal organization in Walnut Creek, California in a contract capacity with the potential to become permanent. This position supports the firm’s finance operations by managing trust accounting activities, maintaining compliance with state-specific requirements, and partnering with attorneys and internal accounting teams across a high-volume environment. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to handle detailed financial transactions with accuracy and professionalism.<br><br>Responsibilities:<br>• Monitor trust account activity to ensure handling practices align with applicable state rules and internal financial standards.<br>• Apply incoming funds to the appropriate trust accounts, and carry out settlements and refunds based on attorney direction.<br>• Move approved balances to operating accounts to cover receivables, vendor obligations, and related payments.<br>• Prepare and post matter-level journal entries in the accounting system to maintain complete and accurate transaction records.<br>• Review aged and outstanding checks, investigate discrepancies, and support timely resolution of unreconciled items.<br>• Produce trust balance reports, financial summaries, and ad hoc analyses requested by attorneys or leadership.<br>• Perform bank reconciliations, clear open items, and maintain accurate trust account balances.<br>• Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support coordinated financial processing.<br>• Contribute to trust accounting initiatives, including control improvements, procedure enhancements, 1099 preparation, and other assigned projects.
  • 2026-08-03T00:00:00Z
Sr. Accountant/Accounting Manager
  • Palo Alto, CA
  • remote
  • Permanent / Full Time
  • 120000 - 160000 USD / Yearly
  • <p>Karla Estrada with Robert Half is looking for an experienced accounting specialist fully remote (WEST COAST ONLY) to lead core financial operations for a growing technology company. This role will oversee essential close activities, support accurate financial reporting, and manage accounting processes across domestic and international entities. The ideal candidate brings strong technical accounting knowledge, payroll experience, and the ability to operate effectively in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead monthly close activities, including billing support, revenue treatment, prepaid expense tracking, and accrual preparation.</p><p>• Reconcile balance sheet and profit and loss accounts to maintain accurate and timely financial records.</p><p>• Administer payroll processing and record related journal entries for both U.S. operations and international subsidiaries.</p><p>• Partner with Human Resources to support compensation and employee benefits accounting matters.</p><p>• Manage end-to-end accounting responsibilities for subsidiary entities, ensuring compliance and consistency across records.</p><p>• Assist with annual audit preparation and coordinate support for corporate tax reporting requirements.</p><p>• Prepare and post general ledger entries while helping maintain the integrity of financial data.</p><p>• Contribute to special projects and other accounting initiatives as business needs evolve.</p>
  • 2026-08-13T00:00:00Z
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