Find Jobs Control your career. Find the right role for you - remote, hybrid or on-site. Find your next job Search jobs now Find the right job type for you Create a job alert Explore how we help job seekers Hire Talent We're ready to help you hire talent at every level, from office support roles to C-suite. Hire talent Contract talent Full-Time talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Explore Consulting Solutions See how our consulting capabilities can help transform your business. Explore consulting solutions Cloud • Cybersecurity • Data & Analytics • Data Privacy • Intelligent Automation • IT Service Desk Technology Internal Audit • Regulatory Compliance • Financial Crimes Compliance • Risk Management • Sarbanes-Oxley Risk, Audit and Compliance Finance Transformation • Process Optimization • Finance Technology & Data • Reporting & Compliance • Cost & Performance Management Finance and Accounting Digital Transformation • Marketing Services • Marketing Technology • Creative and Design Digital, Marketing and Customer Experience Data Privacy • Legal Consulting • Transaction Services Legal Contact Centers • Sustainability • Operational Effectiveness • Supply Chain • Sourcing & Procurement Operations HR Transformation • Employee Experience • Managed Talent • Future of Work • Organizational Transformation Human Resources Discover Insights Make smarter decisions with the latest hiring trends and career insights. Discover Insights 2027 Salary Guide Demand for Skilled Talent Report Job Market Outlook Press Room Tech insights Labor market overview AI in recruiting Navigating the AI era Staffing for small businesses Cost of a bad hire Browse jobs Find your next hire Our locations

Add your latest resume to match with open positions.

185 results for Fund Accountant in Fremont, CA

Sr. Accountant
  • Lafayette, CA
  • onsite
  • Permanent / Full Time
  • 35.5 - 45 USD / Hourly
  • <p>Are you an experienced Senior Accountant seeking career stability and variety? Join Robert Half’s Full-Time Engagement Professionals program for full-time employment, diverse assignments with leading East Bay organizations, and opportunities to expand your expertise and grow professionally.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>·      Manage and oversee month-end and year-end close processes.</p><p>·      Prepare, analyze, and present financial statements in accordance with GAAP.</p><p>·      Support budgeting, forecasting, and variance analysis initiatives.</p><p>·      Reconcile complex accounts, consolidate financial data, and maintain the general ledger.</p><p>·      Assist with audits, process improvements, and special financial projects.</p><p>·      Provide mentorship to entry level accounting staff as needed.</p>
  • 2026-11-03T00:00:00Z
Sr. Accountant
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p>We are looking for an experienced Sr. Accountant to support core accounting operations and help maintain accurate financial records in San Francisco, California. This role will play a key part in close activities, balance sheet integrity, and day-to-day ledger accuracy while partnering with internal teams to keep reporting on track. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a hands-on approach to reconciliations and journal entry preparation.</p><p><br></p><p>Responsibilities:</p><ul><li>Prepare invoicing support reports, including rent collections, AP aging, and bank reconciliations.</li><li>Audit timekeeping records, resolve discrepancies, and address payroll inquiries.</li><li>Record payroll accruals and adjustments through month-end journal entries.</li><li>Partner with HR to implement payroll-related policy updates.</li><li>Monitor purchase card activity and ensure required documentation is submitted.</li><li>Reconcile credit card and bank transactions and allocate expenses correctly.</li><li>Maintain payroll-related GL accounts and expense reconciliations.</li><li>Organize audit records and support annual audit activities.</li><li>Handle additional accounting and payroll tasks as needed.</li></ul>
  • 2026-11-05T00:00:00Z
Sr. Accountant
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 85000 - 95000 USD / Yearly
  • <p>We are looking for an experienced Sr. Accountant to support core accounting operations and help maintain accurate, timely financial records in Walnut Creek, California. This role is ideal for a detail-oriented individual who can manage key close activities, analyze account activity, and strengthen day-to-day financial integrity. The successful candidate will work across essential accounting functions while contributing to a well-organized and dependable reporting process.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage full-cycle bookkeeping, including AP, AR, general ledger maintenance, reconciliations, payroll entries, and transaction processing in QuickBooks.</li><li>Generate accurate invoices, monitor contract performance, and assist with financial forecasting and budgeting.</li><li>Prepare financial and operational reports by analyzing key data, trends, and account activity.</li><li>Oversee employee expense reimbursements, PTO records, and benefit-related transactions.</li><li>Maintain strict confidentiality of company, client, and employee financial information.</li><li>Develop reporting tools and processes to improve financial visibility, identify risks, and recommend solutions.</li><li>Provide accounting, finance, and operational support on high-impact projects for executive leadership.</li><li>Exercise strong judgment, initiative, and independent decision-making in a fast-paced environment.</li></ul><p><br></p>
  • 2026-11-11T00:00:00Z
Sr. Accountant
  • Concord, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 110000 USD / Yearly
  • <p>We are looking for an experienced Sr. Accountant to support financial operations for a construction-focused organization in Concord, California. This position plays a key role in period-end reporting, project cost oversight, and maintaining accurate records across multiple entities. The ideal candidate brings strong accounting fundamentals, construction or homebuilding industry knowledge, and the ability to work effectively with both finance and operational teams in a deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage month-end and year-end close, financial reporting, WIP schedules, and profit analysis.</li><li>Maintain GAAP-compliant accounting across multiple entities while supporting audits and lender reporting.</li><li>Lead AP/AR activities and oversee project budgets, costs, and forecasting for development and construction projects.</li><li>Partner with operations to track job costs, reimbursements, and project profitability.</li><li>Leverage ERP systems and advanced Excel skills to improve reporting accuracy and efficiency, preferably with Newstar or similar construction/homebuilding software.</li></ul>
  • 2026-11-06T00:00:00Z
Sr. Accountant
  • Danville, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 130000 USD / Yearly
  • We are looking for an experienced Sr. Accountant to join a financial services organization in Danville, California. This role will oversee core accounting activities for the management company and related entities, while supporting accurate reporting, liquidity planning, and cross-entity financial coordination. The position also contributes to budgeting, forecasting, payroll support, and other finance initiatives that help leadership make informed business decisions.<br><br>Responsibilities:<br>• Produce and maintain financial reports for the management company and affiliated entities in accordance with U.S. accounting standards.<br>• Support the annual audit process by preparing schedules, organizing documentation, and responding to auditor requests.<br>• Perform daily cash reconciliations and develop weekly projections to monitor short-term liquidity needs.<br>• Oversee invoice processing and payment activities to ensure the accounts payable cycle runs accurately and on time.<br>• Review employee reimbursement submissions each month and record approved expenses in the general ledger.<br>• Coordinate with international affiliate teams and prepare consolidated financial information across entities.<br>• Create quarterly capital account statements for general partners and administer related capital activity, including contributions and distributions.<br>• Assist with financial modeling, budgeting, forecasting, and variance review to strengthen planning and performance analysis.<br>• Provide support for payroll and other finance or administrative projects as needed across the management company and its affiliates.
  • 2026-11-09T00:00:00Z
Sr. Accountant
  • Fremont, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 115000 USD / Yearly
  • <p>Colleen McAuliffe at Robert Half is looking for a Senior Accountant to join a growing medical technology organization in Fremont, California. This position supports core financial operations in a dynamic environment where accuracy, accountability, and collaboration are essential. The ideal candidate brings strong technical accounting knowledge, sound analytical judgment, and the ability to manage deadlines across multiple priorities while contributing to ongoing process improvements.</p><p><br></p><p>Responsibilities:</p><p>• Develop monthly budget-versus-actual reporting and examine material fluctuations to explain business drivers and financial impact.</p><p>• Partner with global operational teams to record revenue and inventory activity accurately across international transactions.</p><p>• Produce detailed analyses for inventory balances, warranty reserves, and royalty accruals while coordinating with cross-functional stakeholders.</p><p>• Perform month-end close activities, including reconciliations for fixed assets, lease obligations, bank accounts, and other general ledger balances.</p><p>• Prepare business property tax documentation, including Form 571-L, and help ensure timely and accurate submissions.</p><p>• Monitor state-level filing obligations and support compliance with applicable reporting requirements.</p><p>• Work with external auditors by providing schedules, documentation, and explanations during annual audit procedures.</p><p>• Build working knowledge across accounts payable, accounts receivable, and related accounting processes to strengthen team coverage and continuity.</p><p>• Contribute to special accounting projects and identify opportunities to improve controls, workflows, and reporting efficiency.</p>
  • 2026-11-12T00:00:00Z
Finance Associate at Venture Capital Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 140000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | Venture Capital Firm | San Francisco; Hybrid (3 days onsite) | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>leading venture capital </strong>firm investing in innovative companies across AI, automation, and other transformative sectors. The firm offers a collaborative, entrepreneurial culture and the opportunity to work closely with both finance and investment teams.</p><p><br></p><p>This is a <strong>high-visibility role on a lean finance team</strong>, providing exposure to <strong>fund accounting, valuations, investor reporting, transactions, and fund operations</strong>. Ideal for someone who enjoys <strong>AI, automation, process improvement, and taking ownership</strong> in a fast-growing platform. Competitive compensation, bonus potential, carry participation, schedule flexibility, and strong long-term growth opportunities.</p><p><br></p><p>Responsibilities</p><ul><li>Manage monthly and quarterly close processes across funds and SPVs</li><li>Prepare NAV calculations, capital account activity, allocations, and reporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Support LP reporting and investor communications</li><li>Assist with <strong>valuations, portfolio analysis, and performance reporting</strong></li><li>Support investment transactions and cash movement activity</li><li>Maintain fund and operational reporting trackers</li><li>Drive <strong>process improvements, systems enhancements, and automation initiatives</strong></li><li>Identify opportunities to leverage <strong>AI across finance operations</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-06T00:00:00Z
Senior Accountant
  • Mountain View, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>Primary Responsibilities</p><ul><li>Perform core accounting duties including close, reconciliations, and financial reporting.</li><li>Identify manual accounting tasks that can be streamlined through automation.</li><li>Partner with finance and IT teams to implement AI or workflow tools.</li><li>Monitor process controls and help improve efficiency and accuracy.</li><li>Analyze accounting data and support management reporting.</li><li>Document procedures and support continuous improvement initiatives.</li></ul><p><br></p>
  • 2026-11-02T00:00:00Z
Senior Accountant
  • Palo Alto, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • Primary Responsibilities Manage month-end, quarter-end, and year-end close activities. Prepare and review journal entries, reconciliations, and financial reports. Maintain the general ledger and ensure accuracy of financial data in NetSuite. Support SaaS-specific accounting such as revenue recognition, deferred revenue, and subscription-related reporting. Assist with audits, internal controls, and compliance with accounting policies. Partner with finance, billing, and operations teams to improve reporting and processes.
  • 2026-11-02T00:00:00Z
Senior Accountant
  • San Mateo, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p><strong><em>Senior Accountant </em></strong><em>| Full-Time Engagement Professional (FTEP)</em></p><p>Join Our Full-Time Engagement Team!</p><p><br></p><p>Are you a detail-oriented <strong>Senior Accountant</strong> who enjoys solving complex accounting challenges, driving process improvements, and making an immediate impact? We are seeking a motivated accounting professional to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> team, supporting a variety of organizations across industries.</p><p><strong><em>What You&#39;ll Do</em></strong></p><ul><li>Lead month-end and year-end close activities</li><li>Prepare and review journal entries, account reconciliations, and financial statements</li><li>Analyze balance sheet and income statement fluctuations</li><li>Support audits and ensure GAAP compliance</li><li>Assist with budgeting, forecasting, and financial reporting</li><li>Improve accounting processes, controls, and efficiencies</li><li>Support ERP implementations, system conversions, and special projects</li><li>Partner with operational and finance leaders to drive business results</li></ul><p><br></p>
  • 2026-11-12T00:00:00Z
Senior Accountant
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 45 - 49 USD / Hourly
  • <p>Our client in Oakland is seeking an experienced Senior Accountant for a contract opportunity. This role will support core accounting operations, month-end close, reconciliations, financial reporting, and general ledger activities. The ideal candidate is detail-oriented, deadline-driven, and able to work effectively in a fast-paced environment. Based on general knowledge.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage month-end and year-end close processes</li><li>Prepare and review journal entries, account reconciliations, and general ledger activity</li><li>Analyze financial data and support preparation of internal financial reports</li><li>Assist with balance sheet reconciliations and variance analysis</li><li>Ensure compliance with accounting policies, procedures, and internal controls</li><li>Support audits by preparing schedules and documentation</li><li>Partner with finance and operational teams to resolve accounting issues</li><li>Help improve accounting processes and reporting efficiency</li><li>Based on general knowledge.<strong></strong></li></ul>
  • 2026-10-29T00:00:00Z
Senior Accountant
  • Burlingame, CA
  • remote
  • Temporary / Contract
  • 50 - 54 USD / Hourly
  • <p>A growing real estate organization is seeking an experienced Senior Accountant to support the implementation of a new job costing module while helping maintain day-to-day accounting operations. This role is ideal for someone who thrives in process improvement environments, enjoys working cross-functionally with accounting and operations teams, and can bridge the gap between system implementation and financial reporting.</p><p><br></p><p>You&#39;ll play a critical role in ensuring project costs, capital expenditures, and development-related transactions are accurately captured, tested, and reported throughout the implementation process.</p><p><br></p><p>What You&#39;ll Be Doing</p><ul><li>Support the implementation and optimization of a new job costing module within the company&#39;s ERP/accounting system.</li><li>Partner with accounting, finance, project management, and operations teams to validate cost structures, workflows, and reporting requirements.</li><li>Review and reconcile project costs, construction expenditures, and development-related transactions.</li><li>Assist with data mapping, system testing, validation, and user acceptance testing (UAT).</li><li>Identify discrepancies in project cost allocations and recommend corrective actions.</li><li>Maintain accurate general ledger activity related to construction, development, and capital projects.</li><li>Prepare account reconciliations, journal entries, and month-end close schedules.</li><li>Analyze project budgets versus actual costs and assist with variance reporting.</li><li>Develop and document accounting procedures and internal controls related to job costing.</li><li>Support audit requests and ensure compliance with accounting policies and reporting standards.</li><li>Assist with process improvements that drive greater visibility into project profitability and cost tracking.</li></ul><p><br></p><p><br></p>
  • 2026-11-14T00:00:00Z
Senior Accountant
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>Primary Responsibilities</p><ul><li>Support monthly close, financial reporting, and balance sheet reconciliations.</li><li>Prepare journal entries and review transactions for accuracy in Oracle Fusion.</li><li>Maintain general ledger integrity and assist with fixed assets, accruals, and intercompany activity.</li><li>Support audits and ensure compliance with internal controls.</li><li>Analyze variances and help resolve accounting discrepancies.</li><li>Contribute to ERP process improvements and reporting enhancements.</li></ul><p><br></p>
  • 2026-11-02T00:00:00Z
Senior Accountant
  • Manteca, CA
  • onsite
  • Temporary / Contract
  • 34 - 40 USD / Hourly
  • <p>A privately held organization is seeking a Senior Accountant to support core accounting operations and financial reporting. This individual will be responsible for assigned areas of the general ledger, assist with the close process, prepare reconciliations and analyses, and support audit and compliance activities. This is a potential contract to hire opportunity.</p><p><br></p><p>Primary Responsibilities</p><ul><li>Prepare and review journal entries, reconciliations, and supporting schedules</li><li>Assist with monthly, quarterly, and annual close deliverables</li><li>Review financial data for accuracy, completeness, and reporting consistency</li><li>Investigate variances, unusual transactions, and accounting issues</li><li>Support internal controls and recommend process enhancements where needed</li><li>Prepare audit support and respond to documentation requests</li><li>Assist with budget, forecast, and analysis workstreams</li><li>Participate in process improvement and systems-related initiatives</li><li>Maintain procedures and documentation for assigned accounting activities</li></ul><p>Required Background</p><ul><li>Bachelor’s degree in Accounting, Finance, Business Administration, or similar field</li><li>5+ years of relevant accounting experience</li><li>Knowledge of general ledger accounting, financial reporting, and GAAP</li><li>Experience with ERP systems and advanced Excel</li><li>Ability to work independently, manage deadlines, and communicate effectively across teams</li></ul><p>For immediate consideration contact Robert Half at 209-232-1991.</p>
  • 2026-11-07T00:00:00Z
Senior Accountant
  • Martinez, CA
  • onsite
  • Temporary / Contract
  • 50 - 55 USD / Hourly
  • <p><strong>Senior Accountant</strong></p><p><strong>Compensation:</strong> $50 - $55 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
  • 2026-11-03T00:00:00Z
Senior Accountant
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 125000 USD / Yearly
  • <p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p>Well established Real estate investment and development is seeking a strong Sr. Property Accountant to join their expanding team.</p><p><strong>Responsibilities:</strong></p><p>-Preparation of monthly reporting packages for the assigned properties </p><p>-Manage and maintain the general ledger to ensure accurate and timely financial records.</p><p>-Oversee month-end close processes, including reconciliation and preparation of financial statements.</p><p>-Cash Balance Reports, Accruals schedule, Management Fee Calculations</p><p>-Trial Balance and Flux analysis</p><p>-Monthly investor reporting: cash reporting, hotel operations financial reporting (as required)</p><p>-Quarterly investor reporting, including preparation of financial reporting templates, debt reporting templates, and Asset Management reporting.</p><p>-Monthly, quarterly, annual lender reporting, Annual audit</p><p>-Provide PBC items to auditors and assist in answering any questions</p><p>-Utilize Yardi software to track, analyze, and report financial data efficiently.</p><p>-Assist with budget planning</p>
  • 2026-11-12T00:00:00Z
Senior Accountant
  • Walnut Creek, CA
  • onsite
  • Temporary / Contract
  • 50 - 55 USD / Hourly
  • <p><strong>Senior Accountant</strong></p><p><strong>Compensation:</strong> $50 - $55 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their Senior Accountant position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and detail oriented development.</p><p>As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant, you will:</p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise entry level accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
  • 2026-11-03T00:00:00Z
Finance Associate at VC Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 145000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-06T00:00:00Z
Finance Associate $2B AUM VC Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 115000 - 130000 USD / Yearly
  • <p>Robert Half&#39;s Financial Services Division is partnering with a growing, technology-focused venture capital firm in San Francisco seeking a <strong>Fund Finance Associate</strong> to join its finance team.</p><p> </p><p>This is an opportunity to gain exposure to multiple funds and SPVs, work closely with experienced finance leadership, and take ownership of fund accounting, reporting, and operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage monthly and quarterly close activities across funds and SPVs, including reconciliations and NAV calculations.</li><li>Prepare capital account statements, investor allocations, and LP reporting packages.</li><li>Coordinate with fund administrators, auditors, and tax providers.</li><li>Support investment valuations, performance reporting, and portfolio updates.</li><li>Maintain fund cash activity, investment records, and transaction documentation.</li><li>Assist with audits, tax preparation, and regulatory reporting.</li><li>Improve accounting workflows, systems, and reporting through automation and AI tools.</li></ul><p> </p>
  • 2026-10-30T00:00:00Z
Senior Tax Accountant
  • Palo Alto, CA
  • onsite
  • Permanent / Full Time
  • 115000 - 130000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Senior Tax Accountant</p><p>&#128205; Palo Alto, CA (Hybrid)</p><p>&#127970; Venture Capital &amp; Family Office Environment </p><p>&#128176; Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>This is a rare opportunity to step beyond traditional public accounting and work alongside some of the most sophisticated investors, entrepreneurs, and high-net-worth families in the country.</p><p><br></p><p>We&#39;re partnering with a highly respected investment organization seeking a <strong>Senior Tax Accountant</strong> to play a key role supporting complex tax matters for investment-focused individuals, trusts, partnerships, and family entities. If you&#39;re looking for intellectually stimulating work, exceptional work-life balance, and long-term career growth in a collaborative environment, this role deserves a closer look.</p><p><br></p><p><strong>What You&#39;ll Be Doing</strong></p><ul><li>Prepare and review complex individual tax returns (Form 1040)</li><li>Work with partnership, trust, and investment-related tax reporting, including K-1s</li><li>Support tax planning and compliance for high-net-worth individuals and family structures</li><li>Partner closely with accounting, finance, and external advisors on tax matters</li><li>Research tax issues and help drive process improvements and efficiencies</li><li>Handle highly confidential financial information with professionalism and discretion</li></ul><p><strong>Why Professionals Are Excited About This Opportunity</strong></p><p>&#128161; Exposure to an elite investment ecosystem that&#39;s typically difficult to access</p><p>&#128200; Direct interaction with sophisticated investors, entrepreneurs, and multi-generational family structures</p><p>&#129309; Collaborative, tenured team with a strong mentorship and development mindset</p><p>⚖️ Exceptional work-life balance, averaging roughly 40-hour weeks throughout the year</p><p>&#127973; Premium employee benefits with minimal out-of-pocket costs</p><p>&#128176; Meaningful profit-sharing program on top of salary and bonus</p><p>&#127969; Flexible work arrangement with California-based remote options</p><p>&#128640; Long-term career growth within a stable organization that invests heavily in its people</p>
  • 2026-11-09T00:00:00Z
Sr. Project Accountant
  • Saratoga, CA
  • remote
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • <p>Client will only consider Current Project Accountants working on large scale projects. 100% remote for candidates who are accustomed to working remote, and available and working during normal business hours. Ideal candidate has NetSuite and Procore. </p><p><br></p><p>We are looking for an experienced Sr. Project Accountant to oversee the financial performance of large-scale construction projects in Saratoga, California. This role focuses on maintaining accurate project cost records, delivering timely financial insight, and supporting sound decision-making throughout the project lifecycle. The ideal candidate brings strong construction accounting knowledge, a detail-oriented approach, and the ability to collaborate effectively with project and finance teams in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee accounting activities for major capital construction projects from initial setup through final financial close.</p><p>• Monitor budgets, committed costs, incurred expenses, and forecast updates while investigating and clarifying cost variances.</p><p>• Prepare recurring project financial reports and cost summaries for internal stakeholders and leadership review.</p><p>• Evaluate spending classifications to ensure costs are recorded correctly as capital or operating expenses in line with accounting guidance and company policy.</p><p>• Review contractor and supplier invoices for accuracy, approve eligible charges, and coordinate timely processing.</p><p>• Support billing administration, including progress-based, milestone-based, and cost-reimbursable invoicing as required by project terms.</p><p>• Maintain accurate work-in-progress balances, retainage schedules, accrual entries, and other project-related accounting records.</p><p>• Assist with cash flow planning and help identify funding needs across active projects.</p><p>• Partner with Project Managers to highlight financial risks, improve cost control, and support audit requests with complete project documentation</p>
  • 2026-10-27T00:00:00Z
Finance Associate - VC Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 150000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-04T00:00:00Z
Tax Manager - Wealth Management Firm
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 225000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Tax Manager | Wealth Management Firm | Mill Valley | Hybrid</strong></p><p> </p><p>Join a boutique wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, executives, and investors. The firm offers a highly personalized approach, providing direct access to sophisticated clients, senior leadership, and key strategic initiatives across the business.</p><p> </p><p>This is a rare opportunity to <strong>launch and lead a new tax practice</strong> within an established platform. As the <strong>founding tax hire</strong>, you&#39;ll have the ability to shape the client experience, tax strategy, technology stack, and future growth of the practice. Ideal for someone who enjoys <strong>advising clients, signing returns, building processes, and creating something from the ground up</strong> while serving a sophisticated UHNW client base.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead review and preparation of complex individual, trust, gift, partnership, and S-Corp tax returns</li><li>Advise clients on <strong>QSBS, trusts, estate and gift planning, partnership taxation, and other advanced tax strategies</strong></li><li>Serve as the primary tax advisor to UHNW clients and their outside advisors</li><li>Partner with wealth advisors and family office professionals on integrated planning strategies</li><li>Help build and enhance <strong>technology, automation, and AI-enabled workflows</strong></li><li>Establish scalable processes, compliance standards, and best practices as the practice grows</li></ul><p> <strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-06T00:00:00Z
Financial Planner at RIA
  • Mill Valley, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 140000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite</strong></p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You&#39;ll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor &amp; Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-04T00:00:00Z
Financial Planner at RIA
  • Mountain View, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 150000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!</strong></p><p><br></p><p>They&#39;re dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-11-04T00:00:00Z
6 8