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36 results for Tax Services Director in Fremont, CA

Director of Accounting

San Jose, CA
onsite
Temporary to Hire
40 - 55 USD / Hourly
Candidate Requirements Technical Qualifications • Experience: At least 3 years in public accounting; CPA is preferred but not mandatory. • Systems: Proficiency with Microsoft Office and QuickBooks Online (QBO); all schools and parishes use QBO. • Audit Skills: Ability to conduct, document, and report on audit procedures, including issuing follow-up letters to parish/school leadership. Soft Skills and Attributes • Independence: Must work effectively with minimal supervision. • Professionalism: Ability to interact with parish and school leaders (often busy and sensitive to interruptions). • Interpersonal Skills: Strong relationship-building with pastors and principals; auditors are often met with resistance. • Religious Affiliation: Practicing Catholic strongly preferred (listed as a requirement in the job description) for smoother integration and understanding of the environment. • Adaptability: Able to navigate different business office structures (some internal, some outsourced accounting).
2026-09-16T00:00:00Z

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. Responsibilities: • Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns. • Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients. • Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices. • Maintain and strengthen client relationships through effective communication and exceptional customer service. • Coordinate and manage multiple complex projects while adhering to deadlines and quality standards. • Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies. • Collaborate with partners and team members to develop strategies for client accounts and firm growth. • Promote a culture of teamwork and integrity within the organization. • Identify opportunities for efficiency improvements and implement solutions to enhance operations. • Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
2026-09-01T00:00:00Z

Tax Manager

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 210000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' 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> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-09-11T00:00:00Z

Tax Accountant

Belmont, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
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. Key Responsibilities:<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>
2026-09-16T00:00:00Z

Tax Manager - Public

San Rafael, CA
onsite
Permanent / Full Time
150000 - 190000 USD / Yearly
We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being. Responsibilities:• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.• Develop and implement tax strategies that align with the company's business goals.• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.• Maintain and update the company's tax database regularly.• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.• Consult with executives regarding the tax implications of various corporate strategies.• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.• Perform audits and negotiate tax resolutions with taxing authorities.• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.
2026-09-11T00:00:00Z

Tax Manager - Public

San Francisco, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Robert Half is partnering with an established CPA firm that values relationships, technical excellence, and future leadership development. Senior Tax ManagerWell-established boutique CPA and advisory firm is seeking a Senior Tax Manager 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.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.Responsibilities<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>What Makes This Opportunity Unique<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>Compensation & Benefits<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>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.
2026-08-20T00:00:00Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent / Full Time
120000 - 170000 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-09-04T00:00:00Z

Tax Advisor

San Francisco, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager/Advisor | Wealth Management Firm| Bay Area | Competitive Comp + Strong perks! Join a boutique wealth management and tax advisory firm that partners with high-net-worth individuals, families, and business owners on sophisticated tax planning and financial strategies. This is an excellent opportunity to move beyond tax compliance and gain greater exposure to proactive planning, trust and estate matters, and integrated wealth management. The firm offers remote flexibility, excellent work-life balance, a collaborative team, and the opportunity to help shape a modern, technology-driven tax practice that embraces automation, AI, and continuous improvement. Responsibilities<ul><li>Prepare and review high-net-worth individual and trust tax returns </li><li>Handle federal, state, and multi-state tax filings</li><li>Prepare tax projections, quarterly estimates, and year-round tax planning</li><li>Identify proactive tax savings opportunities for clients</li><li>Partner with advisors on integrated tax and financial planning strategies</li><li>Meet directly with clients to discuss tax planning and compliance matters</li><li>Review work prepared by junior staff and provide mentorship</li><li>Support process improvements, technology initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-16T00:00:00Z

Tax Preparer

Redwood City, CA
onsite
Temporary / Contract
35 - 50 USD / Hourly
We are seeking an experienced Tax Preparer to support a busy accounting team during tax season. This position will be responsible for preparing accurate federal and state tax returns while managing multiple client files and deadlines.Responsibilities:<ul><li>Prepare federal and state individual and business tax returns</li><li>Review financial statements, prior-year returns, and supporting tax documentation</li><li>Enter and maintain tax information using CCH tax software</li><li>Prepare individual, partnership, S corporation, and corporate returns as applicable</li><li>Identify missing information and follow up on documentation needed to complete returns</li><li>Assist with tax research and resolve discrepancies</li><li>Maintain organized and accurate client files</li><li>Work closely with CPAs, tax managers, and accounting professionals</li><li>Complete assigned returns accurately and within established deadlines</li></ul>
2026-09-18T00:00:00Z

Sr Director of Revenue

San Francisco, CA
onsite
Permanent / Full Time
250000 - 280000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SR. DIRECTOR OF REVENUE ACCOUNTING We are looking for an experienced and results-driven Sr. Director of Revenue to lead and manage all aspects of revenue accounting for a publicly traded biotech company with over 1B in revenue. This role requires a strong understanding of gross-to-net accounting, revenue recognition, and compliance with industry-specific financial processes. The position offers an opportunity to contribute to impactful financial decision-making and operational excellence. Responsibilities:• Lead and manage the revenue accounting processes, including product revenue, gross-to-net accounting, receivables, royalties, rebates, and chargebacks.• Oversee the monthly and quarterly financial close processes to ensure accurate and timely reporting of revenue-related accounts.• Review and approve revenue entries, reconciliations, and allocation of product sales by site and region.• Develop and distribute monthly revenue flash reports and provide ad-hoc financial analysis as needed.• Collaborate with cross-functional teams, such as Market Access and Commercial Analytics, to ensure data accuracy and support business insights.• Establish and lead structured cross-functional reviews of gross-to-net estimates, partnering with departments to improve forecasting accuracy.• Provide subject matter expertise on payor contract terms, ensuring proper interpretation and reflection in financial assumptions.• Support the launch of new products by offering financial guidance and contributing to forecasting and budgeting efforts.• Serve as a key member of the finance to support strategic decisions.
2026-09-02T00:00:00Z

Director of Fund Accounting

San Francisco, CA
onsite
Temporary / Contract
118.75 - 137.5 USD / Hourly
We are looking for an experienced Director of Fund Accounting to provide finance and accounting leadership for a private equity real estate investment platform in San Francisco, California. This Long-term Contract opportunity is well suited to a hands-on, detail-oriented individual who can oversee fund and management company accounting while supporting accurate reporting, cash oversight, and close activities. The position will also guide a fund accounting resource and help maintain strong financial operations across the organization. Responsibilities: • Lead the full accounting function for private equity real estate funds and the related management company, ensuring accurate and timely financial operations. • Oversee month-end and period-end close activities, including review of journal entries, reconciliations, and supporting schedules. • Prepare and review financial statements, investor reporting materials, and other fund-level reporting deliverables for completeness and accuracy. • Monitor cash activity, liquidity needs, and capital flows to support informed financial decision-making across the investment platform. • Supervise and mentor the fund accountant, providing direction, quality control, and support for day-to-day accounting work. • Coordinate capital activity processes, including contributions, distributions, and related accounting records. • Partner with leadership and cross-functional stakeholders to strengthen accounting processes, reporting workflows, and business system utilization. • Support audit, tax, and compliance-related requests by organizing documentation and responding to information needs in a timely manner.
2026-08-22T00:00:00Z

Tax Manager | Boutique Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
Boutique Wealth Management Firm | $1B+ AUM | High-Net-Worth & UHNW ClientsCompensation: $125,000–$150,000 Base + Bonus | 100% MDV | Hybrid/Remote (MUST reside in California) Are you a CPA looking for a new chapter where you can have real ownership, meaningful client interaction, and a strong work-life balance? 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 Tax Manager to join the organization and play an important role in both client service and the continued growth of the tax function. What You'll Do<ul><li>Prepare and review individual tax returns for HNW and UHNW clients</li><li>Prepare and review trust tax returns</li><li>Handle a small number of business entity returns</li><li>Provide year-round tax planning, projections, and strategic guidance</li><li>Participate directly in client meetings 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>
2026-09-15T00:00:00Z

Tax Manager - Private Equity Firm

San Jose, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager | Private Equity | San Jose | Base + Bonus + Profit Sharing! Join a premier private equity firm with a highly sophisticated private markets platform and a strong reputation for excellence. This is a unique opportunity to support a newly launched, large-scale fund structure while gaining deep exposure to complex private equity fund tax, partnership structures, and related accounting matters. The role offers significant ownership and visibility, with direct exposure to senior stakeholders and external advisors. The firm also provides an exceptional total rewards package, including strong bonus potential, profit sharing, 100% covered health insurance, long-term incentive participation, meals, wellness benefits, and excellent long-term career growth. Responsibilities<ul><li>Manage tax matters across multiple funds and entities </li><li>Prepare tax allocations, schedules, and supporting workpapers </li><li>Coordinate with external advisors on tax returns and K-1s </li><li>Manage tax deadlines, filings, and ongoing compliance requirements</li><li>Support tax matters for complex private equity and evergreen fund structures </li><li>Partner with internal teams on fund tax reporting and operational matters</li><li>Gain additional exposure to fund accounting based on interest and business needs</li><li>Help build and improve internal tax processes and institutional knowledge</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Director of Finance | Alternative Investments

San Francisco, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing financial services firm is seeking a Director of Finance to support a diverse portfolio of hedge fund and alternative investment clients. This is a highly visible opportunity for someone with a strong hedge fund accounting and operations background who enjoys working directly with clients and taking ownership across the full fund lifecycle. This is an ideal opportunity for someone who is comfortable wearing multiple hats, managing competing priorities, and working through both recurring responsibilities and frequent one-off client requests. What You’ll Do<ul><li>Partner with fund administrators on shadow accounting, NAV estimates and review, month-end close, financial statements, portfolio valuation, audits, and tax reporting</li><li>Serve as a key point of contact for clients and fund administrators on investor relations, operational due diligence, and ad-hoc requests</li><li>Review monthly close packages, including financial statements, expense schedules, transparency reports, and investor statements</li><li>Oversee the review and timely completion of year-end financial statements, audits, tax returns, and investor tax reporting</li><li>Oversee daily portfolio reconciliations and trade activity, working closely with prime brokers, custodians, and internal portfolio management systems</li><li>Play an active role in onboarding new funds, including operational setup, vendor selection, and process decisions</li><li>Review fund capital calls, distributions, expense payments, and budgeting</li><li>Provide finance oversight for management companies, including budgeting and vendor management</li><li>Partner with internal teams and external service providers across accounting, operations, technology, tax, compliance, and legal</li><li>Provide regular reporting on revenue, AUM, and fund performance</li><li>Assist with the review of regulatory filings in partnership with the compliance team</li><li>Take ownership of special projects and other client-driven requests as needed</li></ul>
2026-09-15T00:00:00Z

Director of Finance | Hedge Fund

San Francisco, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. A growing financial services firm is seeking a Director of Finance to support a diverse portfolio of hedge fund and alternative investment clients. This is a highly visible opportunity for someone with a strong hedge fund accounting and operations background who enjoys working directly with clients and taking ownership across the full fund lifecycle. This is an ideal opportunity for someone who is comfortable wearing multiple hats, managing competing priorities, and working through both recurring responsibilities and frequent one-off client requests. What You’ll Do<ul><li>Partner with fund administrators on shadow accounting, NAV estimates and review, month-end close, financial statements, portfolio valuation, audits, and tax reporting</li><li>Serve as a key point of contact for clients and fund administrators on investor relations, operational due diligence, and ad-hoc requests</li><li>Review monthly close packages, including financial statements, expense schedules, transparency reports, and investor statements</li><li>Oversee the review and timely completion of year-end financial statements, audits, tax returns, and investor tax reporting</li><li>Oversee daily portfolio reconciliations and trade activity, working closely with prime brokers, custodians, and internal portfolio management systems</li><li>Play an active role in onboarding new funds, including operational setup, vendor selection, and process decisions</li><li>Review fund capital calls, distributions, expense payments, and budgeting</li><li>Provide finance oversight for management companies, including budgeting and vendor management</li><li>Partner with internal teams and external service providers across accounting, operations, technology, tax, compliance, and legal</li><li>Provide regular reporting on revenue, AUM, and fund performance</li><li>Assist with the review of regulatory filings in partnership with the compliance team</li><li>Take ownership of special projects and other client-driven requests as needed</li></ul>
2026-09-09T00:00:00Z

VP/Director of Finance

San Jose, CA
onsite
Temporary / Contract
75 - 85 USD / Hourly
The duties listed below exemplify the work of the classification and assigned duties may include work that is similar, related or a logical assignment to this class. 1. Plans, directs, controls, integrates and evaluates the work of the College Business Office, overseeing financial systems to track and monitor revenues and expenditures; develops and monitors the College’s annual budget and a variety of grant budgets; prepares multi-year projections and prepares or monitors the preparation of related state reports; prepares a variety of financial reports to manage and track college and grant performance; prepares documents for annual audits, conducts financial analyses and develops internal controls. 2. With the Vice President, Administration, collaborates with college administrators and the District office to prepare the annual budget; monitors and evaluates budget usage and revises budget to meet goals and objectives; performs ongoing forecasting and financial analyses; develops, implements and monitors internal accounting controls to safeguard assets and ensure accurate financial information; complies with all applicable federal, state, and District regulations related to financial activities. 3. Directs and manages the work assignments and performance of assigned staff and student workers; interviews and participates in selecting employees; trains, counsels, evaluates and disciplines personnel according to established policies and procedures. 4. Manages college accounts and records involving accounts receivable and student accounting including billing, payments, financial aid, and refund activities; oversees cashiering, secures cash collection and manages reconciliation processes and procedures; coordinates and ensures accurate and timely production of general ledger entries, accounting and accounts receivable reports. 5. Reviews and approves campus purchase requisitions and requests for checks, warrants, claims and expense reimbursements; directs, plans and reviews cash flow, revenue, and expenditures; ensures prompt payment of invoices and issuance of budget usage reports and other accounts payable reports. 6. Manages fiscal portion of college grants and other external financial and service relationships including developing grant budgets, agreements and other documents and reports; ensures compliance with generally accepted accounting principles (GAAP) and Governmental Accounting Standards Board (GASB) in executing, analyzing, verifying, and reporting fiscal transactions; provides training and technical expertise to administrators, faculty, and staff for budget develop ment and assists in resolving issues and conflicts associated with expenditures.
2026-09-03T00:00:00Z

Wealth Management Firm - Operations Director

Mill Valley, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid Join a boutique wealth management firm serving ultra-high-net-worth families and private foundations. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base. This role offers the chance to join a close-knit team and gain hands-on exposure to sophisticated wealth management operations. You’ll work closely with senior leadership, have real ownership of your work, and be part of a growing firm that values balance, flexibility, and quality. Responsibilities<ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z

Senior Tax Accountant - Family Office

Los Altos, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Tax Accountant | Family Office | Palo Alto; 2x week | Base + Bonus + Profit Sharing + Fully Paid Benefits! Join a highly respected Bay Area investment firm with a sophisticated family office supporting its venture platform and affiliated families. This is a great opportunity to join a stable, collaborative finance team with strong tenure while gaining exposure to complex HNW and investment-related tax matters. The role offers strong work-life balance, profit sharing, fully paid benefits, and the opportunity to work closely with an experienced leadership team. Responsibilities<ul><li>Prepare tax returns for HNW individuals, partnerships, and fiduciary entities</li><li>Prepare quarterly tax estimates and annual extensions</li><li>Support complex individual returns, including investment-related K-1s</li><li>Research tax issues and assist with technical questions</li><li>Respond to tax notices and support resolution</li><li>Assist with tax planning and special projects</li><li>Handle highly confidential financial information with discretion</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Director of Financial Systems Support

San Francisco, CA
onsite
Permanent / Full Time
170000 - 180000 USD / Yearly
We are looking for an experienced finance leader to oversee financial systems support and strengthen core planning, reporting, and close activities in San Francisco, California. This role will guide budgeting operations, improve the accuracy and timeliness of financial information, and provide leadership around cash flow visibility for the organization. The ideal candidate brings a strong command of finance operations along with the ability to align systems support with business goals and decision-making needs. Responsibilities:<ul><li>Serve as the finance systems lead, translating accounting requirements into automated system solutions.</li><li>Manage financial close systems, integrations, reconciliations, and audit support.</li><li>Own and optimize NetSuite, including multi-entity, multi-currency, and reporting functionality.</li><li>Oversee finance applications and integrations, driving automation and process improvements.</li><li>Configure systems, troubleshoot issues, and support complex accounting transactions.</li><li>Partner with Finance, Accounting, and IT leaders to align systems with business needs.</li><li>Lead offshore support teams and ensure efficient service delivery.</li><li>Develop user training, documentation, and best practices to improve adoption.</li><li>Maintain system governance, data integrity, internal controls, and audit readiness.</li><li>Identify emerging technologies and scalable solutions to enhance financial operations.</li></ul>
2026-08-20T00:00:00Z

Director of Finance | Private Equity

San Francisco, CA
onsite
Permanent / Full Time
250000 - 300000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Director of Finance| Private Equity | San Francisco | 4 days onsite Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced Controller to lead the firm’s financial operations.This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth. The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture. Key Responsibilities<ul><li>Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections</li><li>Lead the annual budgeting process, including ongoing updates and financial planning support</li><li>Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor key financial metrics, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners</li><li>Support tax compliance activities, including federal and state income taxes and sales tax requirements</li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
2026-09-18T00:00:00Z

Tax Sr. - Corporate

Mountain View, CA
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results. Responsibilities:• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.• Mentor and assist in training tax associates, contributing to the development of less experienced team members.• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.
2026-09-15T00:00:00Z

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. Responsibilities: • Monitor trust account activity to ensure handling practices align with applicable state rules and internal financial standards. • Apply incoming funds to the appropriate trust accounts, and carry out settlements and refunds based on attorney direction. • Move approved balances to operating accounts to cover receivables, vendor obligations, and related payments. • Prepare and post matter-level journal entries in the accounting system to maintain complete and accurate transaction records. • Review aged and outstanding checks, investigate discrepancies, and support timely resolution of unreconciled items. • Produce trust balance reports, financial summaries, and ad hoc analyses requested by attorneys or leadership. • Perform bank reconciliations, clear open items, and maintain accurate trust account balances. • Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support coordinated financial processing. • Contribute to trust accounting initiatives, including control improvements, procedure enhancements, 1099 preparation, and other assigned projects.
2026-09-16T00:00:00Z

Family Office Accountant - North Bay

San Francisco, CA
onsite
Permanent / Full Time
100000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Staff Accountant | Family Office | Marin; Hybrid Join a highly respected private single-family office supporting a prominent multi-generational family with a strong legacy of philanthropy and civic engagement. This is a unique opportunity to join a small, close-knit team known for its collaborative culture, thoughtful leadership, and excellent work-life balance. The office is bringing its accounting and tax functions in-house, creating an opportunity to help build processes and infrastructure from the ground up. You'll gain broad exposure across AP, general ledger, cash management, reconciliations, and multi-entity accounting, with strong mentorship, autonomy, and flexibility. Responsibilities<ul><li>Manage accounts payable across multiple entities, including invoices, payment runs, and vendor records </li><li>Prepare journal entries and perform bank, credit card, investment, and balance sheet reconciliations </li><li>Support month-end, quarter-end, and year-end close </li><li>Manage expense reporting and credit card activity across family and corporate entities </li><li>Assist with cash management, liquidity monitoring, and short-term forecasting </li><li>Support budget-to-actual reporting and variance analysis </li><li>Coordinate with tax advisors, investment managers, and other external partners </li><li>Help build accounting processes, controls, automation, and ERP workflows </li><li>Support special projects as the family office continues bringing functions in-house </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Sr. Revenue Manager/Associate Director

Menlo Park, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
HYBRID OR FULLY REMOTE OPPORTUNTY!Sr. Revenue Manager or Associate Director of Revenue - must have biotech industry experience Growing biotech company is seeking a hands-on Sr. Manager or Associate Director of Revenue to join their expanding team. Position is newly created due growth with recent FDP approval and product commercialization. This newly created position is ideal for a hands-on individual who can create scalable revenue processes, strengthen forecasting, and support commercialization efforts with sound financial insight. The role works closely with finance, accounting, market access, and commercial partners to build a reliable framework for pricing, reserves, and reporting. You will play a key role in establishing disciplined controls and delivering analysis that supports executive decision-making. Responsibilities:• Direct gross-to-net activities, revenue projections, and commercial expense oversight to support accurate financial planning.• Manage monthly and quarterly accruals, reserve calculations, reconciliations, and deduction reporting across government and commercial programs.• Design and refine methodologies, reserve models, and planning assumptions for an actively marketed product.• Review and confirm pricing calculations tied to government programs, including Medicaid and 340B, while ensuring consistency with company policies.• Collaborate with commercial, market access, and finance teams to prepare forecasts, annual budgets, and longer-range financial plans.• Evaluate key business trends such as channel results, payer mix, reimbursement activity, and forecast-to-actual differences to identify performance drivers.• Prepare financial insights and supporting materials for leadership and board-level reporting.• Oversee planning for commercial operating expenses, including budget tracking, headcount monitoring, and variance analysis.• Work closely with accounting to support revenue recognition compliance under ASC 606, maintain audit readiness, and improve documentation and controls.• Advance process improvements through automation, stronger data integration, and system enhancements that can support future market growth.
2026-09-08T00:00:00Z

Director of Fund Operations and Business Management

Larkspur, CA
onsite
Permanent / Full Time
225000 - 325000 USD / Yearly
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization. As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:<ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul>Compensation & Benefits<ul><li>Competitive and generous Base Salary: </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.
2026-09-11T00:00:00Z