<p><strong>Ready to step out of the shadows and into a seat with real ownership?</strong></p><p>If you’re in <strong>real estate fund accounting</strong> and thinking about what’s next—this is the kind of role that actually moves your career forward.</p><p><br></p><p> Oakland, CA (Hybrid – 3 days onsite)</p><p> $150K – $165K + bonus</p><p> Clear path to <strong>Controller-level progression</strong></p><p><br></p><p>This isn’t just another reporting role.</p><p>You’ll be stepping into a <strong>high-growth real estate investment platform</strong> actively deploying capital, launching new vehicles, and scaling fast.</p><p>Translation: <strong>more exposure, more ownership, more upside.</strong></p><p><br></p><p>What you’ll own:</p><ul><li>Full oversight of <strong>fund-level accounting + reporting (ASC 946)</strong></li><li>Lead <strong>audits and tax processes</strong> (you’re the point person)</li><li>Manage <strong>3rd-party fund administrators</strong></li><li>Drive <strong>investor reporting + LP communication</strong></li><li>Partner cross-functionally with <strong>asset management + leadership</strong></li></ul><p><br></p>
<p>Robert Half is recruiting Associate Attorney for a top-regarded, mid-sized personal injury law firm with a beautiful office in the East Bay. The firm is well-regarded for its commitment to its deserving clientele and the achievement of excellent results (verdicts and settlements) for them and their families.</p><p><br></p><p>The following are the qualifications for the Associate opportunity:</p><p>• 2+ years of civil litigation experience, preferably in a personal injury or products liability practice;</p><p>• Good range of case management experience, including intake, preparation of complaints, discovery, some taking and defending depositions (preferred, but not required), law and motion, drafting / opposing dispositive motions (e.g., MSJs/MSAs), and ideally trial preparation, mediation, and settlement negotiation experience;</p><p>• Plaintiff-side experience is preferred, but associates with defense experience are encouraged to apply if they have a proven interest in prosecuting injured workers’ / consumers’ rights;</p><p>• Persuasive legal writing and advocacy skills;</p><p>• Spanish language fluency is a big plus;</p><p>• Willing and able to travel often to meet clients, attend depositions, and make court appearances; and</p><p>• Active and in good standing with the State Bar of California.</p><p><br></p><p>Make no mistake! This is a unique opportunity with a firm that has an excellent reputation and offers an unparalleled benefits package (including 100% paid for medical / dental / vision / Life / disability insurance coverage & Firm pays an additional 25% of annual total comp into a retirement pension plan). Our client is offering a base salary of $135,000 – 225,000+/yr., DOE, and bonus compensation. Again, the firm’s employment benefits are unbeatable! </p><p><br></p><p>For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Legal Recruiting & HR Coordinator</strong></p><p><strong>Palo Alto or San Francisco, CA | Hybrid | Contract-to-Hire</strong></p><p><br></p><p>A well-regarded law firm is looking for a Legal Recruiting & HR Coordinator to support its growing team in Palo Alto or San Francisco. This role offers hands-on exposure to legal recruiting and HR operations in a fast-paced, collaborative environment. This position supports attorney and staff hiring while assisting with core HR functions. You’ll work closely with hiring managers, candidates, and internal teams to ensure smooth recruiting and onboarding processes.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support full-cycle recruiting for attorneys and professional staff</li><li>Coordinate interviews and communicate with candidates throughout the process</li><li>Partner with hiring managers to understand staffing needs</li><li>Assist with onboarding and new hire setup</li><li>Help with HR tasks such as employee records, compliance, and internal processes</li><li>Maintain recruiting data and applicant tracking systems</li><li>Provide general support to HR and recruiting leadership as needed</li></ul><p><br></p>
We are looking for a detail-oriented and experienced Staff Accountant to join our team on a Contract-to-Permanent basis in Mountain View, California. In this role, you will assist with maintaining and analyzing financial records, preparing journal entries, and ensuring compliance with accounting standards and organizational policies. This position offers a hybrid work schedule and requires a commitment of 32 to 40 hours per week.<br><br>Responsibilities:<br>• Record daily and weekly financial transactions, including deposits, in QuickBooks.<br>• Monitor accounts payable invoices to ensure proper approvals are obtained.<br>• Track and update accounts receivable records for management review.<br>• Reconcile general ledger accounts and prepare journal entries for balance sheet accounts, including revenue recognition, investments, and fixed assets.<br>• Perform monthly reconciliations for prepaid expenses, accrued liabilities, and accounts payable.<br>• Maintain the accuracy of financial records and ensure compliance with accounting principles.<br>• Assist with bank reconciliations and the preparation of financial schedules.<br>• Collaborate with team members to address ad hoc accounting tasks as needed.
We are looking for an experienced Project Manager to join our team on a contract basis in Santa Clara, California. In this role, you will oversee smaller projects that contribute to the success of a larger, multi-year campus renovation initiative. This is an onsite position, requiring daily collaboration with stakeholders and vendors to ensure project goals are met efficiently and effectively.<br><br>Responsibilities:<br>• Manage and lead smaller project workstreams within a large-scale campus renovation effort.<br>• Collaborate closely with stakeholders, vendors, and team members to ensure seamless communication and project execution.<br>• Develop detailed project plans and monitor progress, addressing risks and issues proactively.<br>• Oversee project budgets, track expenditures, and provide accurate financial forecasts.<br>• Implement quality control measures to ensure deliverables meet high standards and stakeholder expectations.<br>• Coordinate with architects and technical experts to support the design and execution phases.<br>• Facilitate continuous improvement by identifying opportunities for enhanced project management practices.<br>• Ensure project timelines and milestones are achieved while adhering to budgetary constraints.<br>• Build and maintain strong relationships with clients and stakeholders to foster effective collaboration.<br>• Act as the main point of contact for onsite project activities and ensure alignment with overall objectives.
<p>Overview:</p><p>The Bookkeeper is responsible for maintaining accurate financial records, processing daily accounting transactions, and supporting the overall financial operations of the organization. This role helps ensure timely recording of financial activity, proper documentation, and accuracy in accounts payable, accounts receivable, bank reconciliations, and general ledger support. Bookkeepers play an important role in keeping financial information organized and up to date for reporting and compliance purposes. Based on general knowledge.</p><p>Key Responsibilities:</p><ul><li>Record day-to-day financial transactions, including accounts payable, accounts receivable, cash receipts, and disbursements. Based on general knowledge.</li><li>Reconcile bank accounts, credit card statements, and other financial records. Based on general knowledge.</li><li>Maintain and update general ledger entries and assist with month-end close activities. Based on general knowledge.</li><li>Process invoices, payments, expense reports, and customer billing. Based on general knowledge.</li><li>Monitor outstanding receivables and follow up on overdue accounts as needed. Based on general knowledge.</li><li>Maintain accurate financial files, records, and supporting documentation. Based on general knowledge.</li><li>Assist with payroll processing and related recordkeeping, if applicable. Based on general knowledge.</li><li>Prepare standard financial reports and provide support for audits or tax preparation. Based on general knowledge.</li><li>Identify discrepancies and help resolve accounting or documentation issues. Based on general knowledge.</li><li>Support process improvements to enhance efficiency and accuracy in bookkeeping functions. Based on general knowledge.</li></ul><p><br></p>
Our client is looking for an experienced Cost Analyst to join our Concord, CA location on a contract-to-permanent basis. This role offers the chance to partner with operations and finance, drive process improvement, and support ongoing business growth. <br> Analyze production costs, materials, and labor variances Prepare and present regular cost reports to management Support budgeting, forecasting, and month-end closing activities Identify cost-saving opportunities in collaboration with cross-functional teams Ensure compliance with company policies and support audits as needed
<p>We are looking for a Revenue Reporting Analyst to join our team in San Francisco, California. In this role, you will play a vital part in ensuring the accuracy and integrity of revenue-related data to support seamless financial reporting processes. The position offers an opportunity to work closely with both internal teams and external partners, leveraging your analytical expertise to create impactful reports and dashboards that drive business insights. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Manage the import, validation, and analysis of revenue-related data to support accurate financial reporting.</p><p>• Collaborate with external data providers to ensure timely delivery of statements and resolve data quality issues.</p><p>• Oversee the onboarding process for new data providers, ensuring proper documentation and technical specifications are maintained.</p><p>• Work closely with internal accounting and reporting teams to support accurate financial reporting and efficient period-close activities.</p><p>• Monitor data ingestion logs and reporting dashboards to proactively identify and address discrepancies.</p><p>• Assist with system upgrades and data migrations, including testing ingestion tools and platforms.</p><p>• Design and implement data-driven analyses, creating dashboards and reports tailored to key business metrics.</p><p>• Conduct ongoing evaluations of business performance metrics and provide actionable insights.</p><p>• Develop and maintain clear documentation of processes and workflows.</p><p>• Build strong relationships with external and internal stakeholders to facilitate seamless data operations.</p>
We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
<p>An established IP Law Firm is looking for a Legal Administrative Assistant for their San Jose branch. The ideal candidate will manage and coordinate work tasks throughout the department and serve as the first point of contact for clients and staff. Applicants should have the ability to work in-office, 5 days per week</p><p><br></p><p>• Prepare memos, reports, presentations, and other documents; responsible for drafting and editing correspondence </p><p>• Schedule appointments, meetings, events, and manage calendars; coordinate meeting logistics and catering </p><p>• Answer phones, take and relay messages </p><p>• Coordinate and schedule travel </p><p>• Prepare and submit expense reports and reconcile credit card transactions </p><p>• Assist with submitting conflict checks and opening new matters </p><p>• Enter time charges </p><p>• Assist with onboarding tasks for new hires </p><p>• Maintain files (both physical and electronic) and ensure that client related documents and correspondence are saved in the firm's document management repository </p><p>• Actively contribute to team meetings and other team related activities </p><p>• Assist with various ad-hoc tasks such as: manage inbound and outbound mail, order office supplies, liaise with building management for facility related issues </p><p>• Perform other related duties and projects as assigned </p>
<p>A leading construction company in Modesto, CA is seeking an experienced Payroll Specialist for a temporary-to-full-time opportunity. This on-site position offers full-time hours and the potential for long-term employment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Process weekly payroll for union and non-union construction employees, ensuring accuracy and compliance with established labor contracts.</li><li>Review, balance, and post union payroll timecards for multiple plants and construction projects; audit for accuracy and completeness.</li><li>Manually enter and verify timecard data in in one system; upload balanced time data into company payroll software.</li><li>Ensure compliance with all union contract rules, including differing pay rates, overtime/undertime, lunch penalties, and other contractual-specific terms.</li><li>Issue, reconcile, and track corporate checks for payroll and wage-related liabilities.</li><li>Stay current with union requirements and labor compliance standards.</li><li>Collaborate with HR, project managers, and accounting to resolve discrepancies and improve processes.</li></ul><p><strong>Required Qualifications:</strong></p><ul><li>Demonstrated expertise in processing union payroll within the construction industry.</li><li>Ability to strictly interpret and apply various union contract terms, including complex pay calculations and time code compliance.</li><li>Strong attention to detail, accuracy, and confidentiality.</li><li>Excellent organizational and problem-solving skills.</li><li>Availability to work full-time, on-site in Modesto, CA.</li></ul><p><strong>Preferred Skills:</strong></p><ul><li>Familiarity with manual timecard processes and balancing/upload workflows.</li><li>Previous experience supporting multi-site or multi-plant construction payroll operations.</li></ul><p>For immediate consideration, contact Robert Half at 209-232-1991.</p>
<p><strong>Most fund accountants follow the process…</strong></p><p><strong>This role lets you <em>improve and redefine it</em>.</strong></p><p>If you’re in <strong>fund accounting</strong> and want more than just closing books—this is where things get interesting.</p><p> San Francisco, CA (M–Th onsite, flexible Fridays)</p><p> $110K – $150K + discretionary bonus</p><p>100% covered healthcare + profit sharing + serious perks</p><p><br></p><p>This isn’t a routine accounting role.</p><p>You’ll step into a <strong>global investment platform</strong> with exposure across <strong>public + private investments, credit, equity, and real estate</strong>—and actually have a voice in how things are done.</p><p><br></p><p><br></p><p> What you’ll be doing:</p><ul><li>Own <strong>financials, allocations, capital activity, and reporting</strong></li><li>Work closely with <strong>investment teams on valuations</strong></li><li>Partner with <strong>investor relations, auditors, and leadership</strong></li><li>Get involved in <strong>process improvements + system modernization</strong></li></ul><p><br></p><p> Why this role stands out:</p><ul><li>Exposure to <strong>complex, multi-asset investment strategies</strong></li><li>Opportunity to <strong>drive change—not just execute tasks</strong></li><li>Collaborative, high-caliber team with global reach</li><li>Top-tier benefits (100% healthcare, profit sharing, stipends, meals, gym, and more)</li></ul><p><br></p>
We are looking for an experienced Systems Administrator to manage and optimize NetSuite and other financial systems within our organization. This role requires strong technical expertise combined with a deep understanding of accounting principles to support and enhance system functionality. You will collaborate closely with Finance, Revenue, Operations, and technical teams to ensure seamless system operations and drive improvements.<br><br>Responsibilities:<br>• Provide hands-on operational support for NetSuite, including handling sales order adjustments, subscription billing corrections, and revenue-related fixes.<br>• Troubleshoot and resolve system errors in NetSuite and its integrations, ensuring accounting impacts are addressed appropriately.<br>• Design and execute comprehensive testing scenarios that reflect real-world business processes.<br>• Lead data cleanup projects using NetSuite tools such as imports, saved searches, mass updates, and workflows.<br>• Act as a subject matter expert on NetSuite Advanced Revenue Management, assisting Revenue and Accounting teams with configurations and processes.<br>• Collaborate with Finance to address revenue recognition, journal entries, and accounting system setups.<br>• Support configurations for hardware and software business models, including warehouse operations like Work Orders and Assembly Builds.<br>• Diagnose and resolve issues related to integrated systems, including Coupa, Pigment, Maxima, Navan, and Spendflo.<br>• Coordinate with IT and external vendors for advanced technical support when necessary.
<p>Our client is seeking a detail-oriented Accounts Payable Clerk for an ongoing temp-to-hire opportunity. This position is ideal for individuals looking to gain hands-on experience in the accounting field and grow in a supportive work environment.</p><p><br></p><ul><li>Process incoming invoices and verify accuracy of charges</li><li>Code and enter invoices into the accounting system for timely payment processing</li><li>Reconcile statements and resolve discrepancies with vendors</li><li>Assist with month-end closing and accounts reconciliation</li><li>Respond to vendor inquiries and maintain positive relationships</li><li>Maintain organized records and support audit processes</li><li>Perform other administrative and accounting tasks as assigned</li></ul><p><br></p>
<p><strong>Want to get closer to how the GP actually makes money?</strong></p><p>Most roles keep you on the <strong>reporting side</strong> of private equity.</p><p>This one puts you right in the middle of the <strong>economics—carry, allocations, and decision-making.</strong></p><p><br></p><p>San Francisco, CA</p><p>$110K – $150K + bonus</p><p> Direct exposure to <strong>GP entities + management company operations</strong></p><p><br></p><p><br></p><p> What makes this role different:</p><p>You won’t just be supporting the fund… you’ll be working on the <strong>engine behind it</strong>.</p><ul><li>Own <strong>GP allocations + deal-by-deal carried interest waterfalls</strong></li><li>Track <strong>carry, clawbacks, and distributions</strong></li><li>Support <strong>management company financials, budgeting, and forecasting</strong></li><li>Handle <strong>GL, intercompany activity, and operational accounting</strong></li><li>Partner with <strong>CFO, tax advisors, and auditors</strong></li></ul><p><br></p>
<p><strong>Ever worked on a fund… but never touched the <em>carry</em>?</strong></p><p>This is where that changes.</p><p>If you understand <strong>private equity structures</strong> and want to get closer to the economics of the deal—not just the reporting—this role puts you right in the middle of it.</p><p> San Francisco, CA</p><p> $110K – $150K + bonus</p><p> Direct exposure to <strong>GP entities, carry, and management company operations</strong></p><p><br></p><p>This isn’t your typical fund accounting seat.</p><p>You’ll be working directly on:</p><ul><li><strong>GP allocations + deal-by-deal carried interest waterfalls</strong></li><li>Tracking <strong>carry, clawbacks, and distributions</strong></li><li>Supporting <strong>management company financials, budgeting, and forecasting</strong></li><li>Owning <strong>GL, intercompany activity, and operational accounting</strong></li><li>Partnering with <strong>CFO, tax advisors, and auditors</strong></li></ul><p><br></p><p>Why this role stands out:</p><ul><li>Real exposure to <strong>how money actually flows in private equity</strong></li><li>Work directly with <strong>GP economics (not just LP reporting)</strong></li><li>Blend of <strong>technical accounting + strategic visibility</strong></li><li>High-impact seat in a <strong>fast-paced investment environment</strong></li></ul><p><br></p>
<p><strong>ESSENTIAL FUNCTIONS</strong></p><p><strong>Payroll Operations & Processing</strong></p><ul><li>Lead end‑to‑end payroll processing, including review, validation, and execution of complex transactions.</li><li>Serve as the first escalation point for payroll issues and inquiries.</li><li>Act as a subject matter expert on California wage and hour laws, including overtime, premium pay, meal/rest penalties, alternative schedules, and final pay.</li><li>Partner with HR, Finance, Compliance, and Labor Relations on escalated issues and regulatory inquiries.</li><li>Serve as functional lead for payroll/timekeeping systems; support configuration validation, UAT, upgrades, and troubleshooting.</li><li>Respond to employee inquiries regarding pay, taxes, benefits, and time entry.</li><li>Lead annual escheat reporting and all year‑end tasks including W‑2 and W‑2C processing.</li><li>Document and update payroll procedures, job aids, and checklists.</li></ul><p><strong>Leadership & Oversight</strong></p><ul><li>Provide daily workflow oversight, assign work, review output for accuracy, and mentor team members.</li><li>Serve as backup for all payroll functions as needed.</li></ul><p><strong>Audit & Compliance</strong></p><ul><li>Review and approve high‑risk payroll adjustments including retro pay, manual checks, terminations, union corrections, and off‑cycle requests.</li><li>Lead payroll audits, perform reconciliations, and identify discrepancies.</li></ul><p><br></p>
<p>We are seeking general Accounting Clerk for a temp-to-hire opportunity. This role supports day-to-day accounting operations, ensuring accuracy in financial transactions and documentation. If you have a keen attention to detail and are eager to grow within a dynamic team, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><ul><li>Process accounts payable and accounts receivable transactions</li><li>Perform data entry and reconcile invoices, statements, and accounts</li><li>Assist with month-end closing activities and journal entries</li><li>Maintain organized records of financial documents</li><li>Support payroll processing as needed</li><li>Communicate with vendors and internal departments to resolve discrepancies</li></ul><p><br></p>
<p>Seeking a skilled Temporary Full Charge Bookkeeper to provide accounting support for a temporary engagement. This role requires experience with accounts payable (AP), accounts receivable (AR), billing, payroll, and financial reporting. Advanced proficiency in Microsoft Excel and demonstrated experience working with at least two ERP accounting software systems are essential.</p><p><br></p><p><strong>Please apply today for immediate consideration.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage all bookkeeping activities, including accounts payable (AP), accounts receivable (AR), billing, payroll, and financial reporting.</li><li>Prepare and maintain accurate financial statements and reports.</li><li>Process payroll and ensure compliance with federal and state regulations.</li><li>Perform monthly closings and reconcile accounts.</li><li>Utilize intermediate to advanced Excel skills for financial analysis and reporting.</li><li>Operate and manage at least two ERP accounting software systems.</li><li>Support audits and ensure all documentation is maintained according to company standards.</li><li>Monitor cash flow and provide regular updates to management.</li></ul><p><br></p>
<p>Seeking a skilled Temporary Full Charge Bookkeeper to provide accounting support for a temporary engagement. This role requires experience with accounts payable (AP), accounts receivable (AR), billing, payroll, and financial reporting. Advanced proficiency in Microsoft Excel and demonstrated experience working with at least two ERP accounting software systems are essential.</p><p><br></p><p><strong>Please apply today for immediate consideration.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage all bookkeeping activities, including accounts payable (AP), accounts receivable (AR), billing, payroll, and financial reporting.</li><li>Prepare and maintain accurate financial statements and reports.</li><li>Process payroll and ensure compliance with federal and state regulations.</li><li>Perform monthly closings and reconcile accounts.</li><li>Utilize intermediate to advanced Excel skills for financial analysis and reporting.</li><li>Operate and manage at least two ERP accounting software systems.</li><li>Support audits and ensure all documentation is maintained according to company standards.</li><li>Monitor cash flow and provide regular updates to management.</li></ul><p><br></p>
<p><strong>Property Accounting Manager / Assistant Property Controller (DOE) – Real Estate Private Equity</strong></p><p> <strong>Compensation:</strong> $145K – $160K + bonus</p><p> <strong>Location:</strong> Oakland, CA (Hybrid – 3 days onsite)</p><p><br></p><p><br></p><p> <strong>If you’re a Property Accounting Manager ready to level up—or an Assistant Property Controller looking for a stronger platform—this is the move.</strong></p><p>This isn’t just another property accounting role.</p><p>You’ll be joining a <strong>high-growth real estate investment platform</strong> with billions in assets, a vertically integrated model, and serious momentum (recent fund oversubscribed + new capital partnerships in motion).</p><p>Translation: <strong>more deals, more complexity, more opportunity to step up.</strong></p><p><br></p><p><br></p><p> <strong>Why This Role Stands Out</strong></p><ul><li>Direct exposure to a <strong>full-cycle real estate investment platform</strong></li><li>Work closely with <strong>asset management, construction, and leadership teams</strong></li><li>Step into a role with <strong>real ownership across operations and reporting</strong></li><li>Be part of a firm actively <strong>deploying capital and scaling fast</strong></li></ul><p><br></p><p> <strong>What You’ll Own</strong></p><ul><li>Oversee <strong>day-to-day property accounting operations</strong> across a growing portfolio</li><li>Act as the bridge between <strong>accounting, asset management, and project teams</strong></li><li>Review <strong>leases, vendor activity, AP workflows, and tenant billings</strong></li><li>Lead <strong>monthly close reviews, trial balances, and financial reporting</strong></li><li>Manage <strong>debt compliance, construction draws, and escrow tracking</strong></li><li>Drive accuracy, efficiency, and <strong>process improvement across systems (Yardi-heavy)</strong></li></ul><p><br></p>
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p><strong>Join Our Fast-Growing Team and Help Keep the Office Running at Its Best!</strong></p><p>Are you an organized and detail-oriented professional with a knack for supporting teams and clients? If you thrive in a fast-paced environment and love making a difference behind the scenes, we want to meet you! We’re seeking an energetic Office Clerk to be the backbone of our dynamic manufacturing office in Scotts Valley. Here, your problem-solving skills and passion for service will help drive our company’s ongoing success.</p><p><strong>What You’ll Do:</strong></p><ul><li>Coordinate and schedule client meetings, follow-ups, and project updates to foster lasting relationships with our valued customers.</li><li>Keep our office files and documentation organized, up-to-date, and readily accessible for colleagues and audits.</li><li>Oversee inventory of supplies, order materials, and maintain equipment to keep operations running smoothly.</li><li>Assist with employee schedules, set up team meetings, and prepare agendas that keep everyone informed and productive.</li><li>Support billing, expense tracking, and a variety of essential administrative tasks.</li><li>Be a resource for customers and clients, sharing detailed information about our services and current projects.</li><li>Professionally address customer inquiries, resolving concerns quickly and escalating complex issues as appropriate.</li><li>Maintain precise records of all client interactions and project milestones.</li><li>Manage incoming calls, direct phone inquiries, and ensure top-tier communication flows in and out of the office.</li><li>Efficiently use computer databases and office software to support our day-to-day administrative operations.</li></ul><p><br></p><ul><li>An opportunity to make a tangible impact by supporting a company that is passionate about growth and innovation. The chance to work with a supportive team in a collaborative and friendly environment. Plenty of variety in your workday—every day brings new challenges and opportunities to grow.</li></ul><p>Posted by director of staffing Scott G. Moore (Reply here and connect with me on LinkedIn also!)</p>
<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>
Are you a detail-oriented detail oriented with strong accounting and organizational skills? Our team is seeking a dedicated Bookkeeper to help manage our day-to-day financial operations and support business growth. <br> Key Responsibilities: Maintain accurate financial records, including accounts payable and receivable Process invoices, payments, and reconciliations Prepare monthly, quarterly, and annual financial reports Assist with payroll processing and ensure compliance with accounting standards Collaborate with management and external partners on financial matters Help identify opportunities for process improvements and increased efficiency <br> If you’re interested in this role and available to start immediately, please feel free to contact Dennis Brinkmann 925-271-4809 at your earliest convenience.