<p>We are looking for a dedicated Property Manager to oversee the efficient operation and management of commercial real estate properties in San Francisco, California. In this contract position, you will be responsible for maintaining high standards of tenant satisfaction, managing budgets, and ensuring compliance with all operational procedures. This role is ideal for someone who is detail oriented, possesses strong organizational skills, and has expertise in commercial property management.</p><p><br></p><p>Responsibilities:</p><p>• Supervise onsite staff and external vendors to ensure operations run smoothly and efficiently.</p><p>• Oversee property inspections and coordinate maintenance tasks while monitoring vendor performance.</p><p>• Develop and manage budgets, including variance reporting, accruals, and reconciliations.</p><p>• Build strong tenant relationships by conducting meetings, addressing concerns, and ensuring satisfaction.</p><p>• Lead and mentor team members, providing guidance and cross-training to enhance their skills.</p><p>• Monitor lease compliance and maintain accurate documentation for contracts and tenant records.</p><p>• Implement emergency preparedness plans, conduct drills, and manage incident reporting.</p><p>• Coordinate tenant improvements and assist with project management initiatives.</p><p>• Prepare operational reports, reforecasts, and annual budgets to support financial planning.</p><p>• Ensure compliance with insurance requirements for tenants and vendors.</p><p><br></p><p><br></p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013370298 **</p><p><br></p>
<p>Our client in Concord is seeking an experienced Tax Manager for a 2+ month engagement in support of the Tax Director . This role offers the flexibility of remote work and requires a strong background in corporate tax, including both income and indirect tax. You will play a vital role in managing tax provisions, ensuring compliance, and supporting various tax-related activities for a multi-entity organization. Pay is expected to be $80-$100/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review annual income tax provisions in compliance with ASC 740 standards</p><p>• Conduct detailed reviews of supporting workpapers to ensure accuracy and completeness</p><p>• Manage corporate tax returns, including filing extensions and final submissions</p><p>• Oversee indirect tax processes, such as sales and use tax, while coordinating with controllers of smaller subsidiaries</p><p>• Collaborate with external CPA firms to provide necessary tax adjustments and financial information</p><p>• Utilize OneSource software for tax provision preparation and reporting</p><p>• Analyze and explain findings from tax workpapers to senior management</p><p>• Ensure timely preparation and review of tax-related financials, including provisions and adjustments</p><p>• Support the VP of Finance in tax-related decision-making and reporting processes</p><p>• Maintain compliance with all relevant federal, state, and local tax regulations</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Advisor| Wealth Management| San Jose</strong></p><p> </p><p>Our client is a<strong> growing wealth management firm</strong> serving high-net-worth individuals and families with thoughtful, full-service advice. Known for its collaborative culture and client-first mindset, the firm is expanding its tax advisory offering to meet rising demand.</p><p> </p><p>This <strong>Tax Advisor </strong>role is a chance to help build a new practice area from the ground up while joining a close-knit, high-caliber team. You’ll work in a beautiful San Jose office, enjoy real work-life balance, and<strong> have clear paths for advancement, including potential ownership</strong>.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver tax planning, advisory, and compliance services for high-net-worth clients</li><li>Manage a book of clients with complex tax needs</li><li>Prepare individual, trust, and estate returns using SurePrep</li><li>Stay current on tax regulations and ensure compliance and confidentiality</li><li>Communicate proactively with clients to provide exceptional service</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity sounds like a great fit, apply today and send your resume to <strong>JC del Rosario</strong> via LinkedIn — I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Property Accountant – Commercial Real Estate</strong></p><p><strong>About the Role</strong></p><p>We’re seeking a Senior Property Accountant to manage the day‑to‑day accounting for a two‑building commercial property currently undergoing significant renovations and upgrades. This is a hands‑on role with exposure to property operations, lease administration, and project accounting — along with strong opportunities for growth as the portfolio continues to expand.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage full‑cycle property accounting, including journal entries, accruals, reconciliations, and financial reporting</li><li>Set up new and renewal leases in MRI/PMX and support lease administration</li><li>Prepare construction draws and track project‑related costs</li><li>Oversee accounting for leasing commissions, tenant improvements, and capital projects</li></ul><p><strong>Why You’ll Love Working Here</strong></p><ul><li>Partner closely with an experienced GM and a highly supportive property management team</li><li>Gain hands‑on experience across construction, leasing, and renovation accounting</li><li>Enjoy clear opportunities for professional growth as the portfolio expands</li><li>Join a collaborative, friendly office culture — and yes, <strong>dogs are welcome! 🐾</strong></li></ul>
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and discuss how this opportunity could be the next step in your career!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a motivated, detail-oriented professional to join our team and support key operational and strategic initiatives. In this role, you’ll collaborate with cross-functional partners, contribute to high-impact projects, and take ownership of meaningful work. This position is ideal for someone who thrives in a dynamic environment and enjoys driving results with precision and professionalism.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute core responsibilities with accuracy, timeliness, and adherence to internal processes</li><li>Collaborate with internal and external partners to support ongoing projects and operational workflows</li><li>Communicate clearly and professionally with team members, stakeholders, and clients</li><li>Analyze information, identify areas for improvement, and contribute to informed decision-making</li><li>Support departmental goals through ad hoc tasks, special projects, and evolving priorities</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with responsibilities and market benchmarks</li><li>Access to professional development resources and growth opportunities</li><li>A collaborative, team-oriented environment where you can make a meaningful impact</li></ul>
<p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity feels like the right next step in your career, apply today and share your résumé with <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a motivated and detail‑oriented professional to join our team. In this role, you’ll support key operational, strategic, and technical initiatives while working closely with cross‑functional partners to drive organizational success. This position is perfect for someone who thrives in a dynamic environment, takes ownership of their work, and enjoys contributing to meaningful projects.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute core responsibilities with accuracy, timeliness, and adherence to internal policies</li><li>Collaborate with internal teams and external partners to support projects and operational workflows</li><li>Communicate clearly and professionally with colleagues, stakeholders, and clients</li><li>Analyze data, identify opportunities for process improvement, and support informed decision‑making</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation aligned with market benchmarks</li><li>Access to professional development programs and ongoing learning resources</li><li>A supportive, team‑oriented environment with opportunities for impact, visibility, and growth</li></ul>
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a strong match, apply today and send your resume to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional looking to grow your career while taking on more responsibility in a collaborative environment? We’re seeking a <strong>Tax Manager</strong> to join a boutique wealth management firm with an integrated tax practice. This role offers meaningful client exposure, professional development, and the opportunity to grow into a leadership position with a supportive, close‑knit team.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that prioritizes learning, mentorship, and professional growth</li><li>Work in a warm, client‑focused environment with a strong team culture</li><li>Opportunity to step into increasing leadership responsibilities over time</li><li>Enjoy a flexible hybrid schedule and competitive compensation</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns</li><li>Support technical reviews and assist with more complex tax matters</li><li>Collaborate closely with senior leadership and tax preparers to ensure accuracy and quality</li><li>Assist with client communications and deliver exceptional client service</li><li>Gradually take on greater responsibility for reviews and final sign‑offs</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional looking for an opportunity to grow and lead in a collaborative environment? We’re seeking a <strong>Tax Manager</strong> to join a boutique wealth management firm with an integrated tax practice. This role offers flexibility, professional development, and the chance to work with a supportive team committed to excellence.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that values continuous learning and personal growth.</li><li>Work in a warm, client-focused environment with a strong team culture.</li><li>Opportunity to transition into a leadership role over time.</li><li>Flexible hybrid schedule and competitive compensation.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns.</li><li>Support technical reviews and assist with complex tax issues.</li><li>Collaborate with senior leadership and tax preparers to ensure accuracy.</li><li>Assist with client communications and provide exceptional service.</li><li>Over time, take on increased responsibility for reviews and sign-offs.</li></ul>
<p>We are looking for a highly skilled Full Charge Bookkeeper to join our team on a contract-to-permanent basis in Walnut Creek, California. This position offers an exciting opportunity to manage financial operations for a growing medical practice. The ideal candidate will be thorough, reliable, and adaptable to the dynamic needs of a busy office environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee financial reporting for two office locations, ensuring accuracy and timeliness.</p><p>• Manage accounts payable, accounts receivable, and bank reconciliations using Quicken software.</p><p>• Process payroll for 28 hourly employees, including 401(k) contributions.</p><p>• Assist with administrative tasks, such as back-office support and training medical assistants.</p><p>• Handle office equipment maintenance, including troubleshooting issues with specialized devices.</p><p>• Coordinate deliveries and ensure flexibility to meet scheduling demands.</p><p>• Provide accurate and reliable bookkeeping services while maintaining confidentiality and trust.</p><p>• Collaborate with the owner and other team members to streamline financial processes.</p><p>• Support ongoing training initiatives to improve administrative workflows.</p><p>• Adapt to changing priorities and maintain composure under pressure.</p>
<p><strong>Ready to Explore What’s Next?</strong></p><p>If this role feels like a strong fit, apply today and share your resume with <strong>JC del Rosario via LinkedIn</strong>. I’d welcome the chance to connect and learn more about your background.</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you looking for a tax role where you can expand your expertise, take on meaningful responsibility, and collaborate with a close‑knit team? We’re partnering with a boutique wealth management firm that places tax strategy at the heart of its client offerings. This opportunity combines flexibility, long‑term growth, and exposure to thoughtful leadership in a supportive environment.</p><p><br></p><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Be part of a firm that invests in professional development and ongoing learning</li><li>Work in a relationship‑driven, client‑focused culture with strong collaboration</li><li>Grow into a leadership position as the firm continues to scale</li><li>Benefit from a flexible hybrid schedule and competitive compensation</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns</li><li>Assist with technical analyses and complex tax issues</li><li>Partner with senior leadership and tax staff to ensure accuracy and quality</li><li>Support client communications and deliver high‑touch service</li><li>Take on increasing review and sign‑off responsibility as your role evolves</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity sounds like a great match, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Tax Manager</strong></p><p>Are you a tax professional seeking a role where you can grow, lead, and contribute in a collaborative environment? We’re partnering with a boutique wealth management firm that integrates a strong tax practice into its services. This position offers flexibility, professional development, and the chance to work alongside a supportive team dedicated to excellence.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Join a firm that truly values continuous learning and personal growth.</li><li>Work in a warm, client-centered environment with a strong team culture.</li><li>Build toward a leadership role as you grow with the firm.</li><li>Enjoy a flexible hybrid schedule and competitive compensation.</li></ul><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Prepare and/or review individual and business tax returns.</li><li>Support technical reviews and assist with complex tax matters.</li><li>Collaborate with senior leaders and tax preparers to ensure accuracy and quality.</li><li>Assist with client communication and deliver exceptional service.</li><li>Gradually take on increased responsibility for reviews and sign-offs over time.</li></ul>
ACCOUNTS RECEIVABLE SUPERVISOR<br><br>Established East Bay company working in contractor trade industries is seeking an Accounts Receivable Supervisor. The primary responsibilities for this position are trade receivable collections, securing collateral for large transactions, customer receipts postings, determination of customer credit worthiness and credit limits, and working with office staff on tasks related to company requirements. A successful candidate will have effective organizing skills, time management skills, and extreme attention to detail and accuracy. Position reports directly to the Controller.<br><br>Responsibilities:<br>• Multi-company trade receivable collections and management of customer remittances<br>• Establish, maintain and update customer credit limits and manage customer accounts<br>• Secure collateral for large trade transactions, including pre-lien and lien positions<br>• Manage multi-branch communication/phone systems<br>• Manage company fleet registration, insurance and reporting requirements<br>• Manage company Certificate of Insurance requirements<br>• Reconciliation of company railcar movements (monthly) and filing of annual reports<br>• Filing of miscellaneous annual reports as needed<br>• Company projects as needed<br><br>Requirements:<br>• 5+ Years of Accounting experience<br>• Experience in Accounts Receivable within the construction industry (or similar)<br>• Experience with MS Office, especially Excel<br>• Working knowledge of pre-lien transactions<br>• Working knowledge of ERP accounting system preferred (MAS200)<br>• Solid communication skills, both written and verbal<br>• Strong attention to detail<br>• Strong organizing skills<br>• Experience with intercompany transactions preferred
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Lead Advisor</strong></p><p>Are you a detail-oriented professional with a passion for client service and financial planning? We’re seeking a <strong>Lead Advisor</strong> to act as a strategic partner and project manager, supporting senior advisors and delivering exceptional client experiences.</p><p><br></p><p><strong>Why You’ll Love This Role</strong></p><ul><li>Gain exposure to all aspects of wealth management.</li><li>Work closely with high-net-worth clients and senior advisors.</li><li>Enjoy a collaborative team culture and strong work-life balance.</li><li>Benefit from company-sponsored FINRA exams and CFP® support.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Act as a high-level project manager for client cases, managing tasks and timelines.</li><li>Build tailored financial plans and investment strategies using planning software.</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and onboarding processes.</li><li>Prepare investment reviews, insurance proposals, and financial recommendations.</li><li>Oversee CRM data, client paperwork, and operational workflows.</li></ul>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
Key Responsibilities:<br>Manage and review individual, corporate, partnership, and fiduciary tax returns<br><br>Oversee tax planning and compliance for a variety of clients across industries<br><br>Serve as the primary point of contact for clients, building and maintaining strong relationships<br><br>Research complex tax issues and provide clear, actionable recommendations<br><br>Review work prepared by staff and seniors, ensuring accuracy and compliance with tax laws<br><br>Mentor and train staff accountants and senior tax associates<br><br>Coordinate and manage multiple engagements and deadlines simultaneously<br><br>Ensure adherence to firm policies, procedures, and professional standards<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)<br><br>CPA license required<br><br>5–8+ years of public accounting experience, with at least 2 years in a supervisory role<br><br>In-depth knowledge of federal, state, and local tax regulations<br><br>Strong leadership, analytical, and organizational skills<br><br>Excellent communication and client service abilities<br><br>Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar) and Microsoft Office Suite
<p><strong>Wealth Management Associate</strong></p><p><strong>Client‑Focused | Analytical | Growing Firm Environment</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.</p><p>This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.</p><p><br></p><p><strong>About the Role</strong></p><p>As a <strong>Wealth Management Associate</strong>, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.</p><p>Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Join client meetings, take notes, and manage follow‑up action items</li><li>Provide high‑level client communication and relationship support</li><li>Support onboarding of new clients and ongoing relationship development</li><li>Act as a project manager to help Senior Advisors execute on business‑unit priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM workflows, updates, and task tracking</li><li>Handle account paperwork, transfers, updates, and custodian communication</li><li>Coordinate with broker‑dealers and external partners</li><li>Prepare meeting agendas, client presentations, and supporting documents</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review client financial documents for planning accuracy</li><li>Track planning‑related tasks and update workflows as needed</li><li>Identify opportunities to improve financial planning processes</li><li>Assist with insurance proposals (life, disability, long‑term care)</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Analytical thinkers who enjoy solving complex problems</li><li>Individuals who take ownership and “lean in” to challenges</li><li>Professionals who value accuracy, high standards, and operational excellence</li><li>Team‑oriented communicators who appreciate a supportive and growing environment</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full wealth‑management process</li><li>Future opportunities to work directly with clients as an advisor</li><li>Strong emphasis on work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</p><p><br></p><p>PROJECT ACCOUNTANT</p><p>100K-120K+BONUS+BONUS SHARING+FULLLY PAID BENEFITS</p><p><br></p><p>Project Accountant for a growing/stable company with excellent benefits and good work/life balance. This position will have an opportunity to learn (Controller will train) GL, Month-end Close, Financial Analysis. This company also offers excellent benefits: competitive salary plus bonus, profit sharing, fully paid benefits and 100% 401k match.</p><p><br></p><p>Position Overview</p><p>The Project Accountant is responsible for the financial processing of our projects. This includes managing AIA contract progress billings, tracking incoming invoices, and ensuring all payments are paid timely and posted accurately. As the Project Accountant you will communicate with clients, vendors, subcontractors, and our project management team to ensure the project’s financial procedures are on track from start to finish.</p><p>Job Responsibilities</p><ul><li>Process AIA billings and change orders, ensuring accuracy and timely submission.</li><li>Review and analyze job cost reports, making necessary corrections to maintain financial accuracy.</li><li>Process subcontractor and supplier lien releases in compliance with contract terms.</li><li>Release subcontractor invoices for payment after verifying approvals and supporting documentation.</li><li>Set up and maintain job accounting files for assigned projects, ensuring proper documentation and organization.</li><li>Track insurance and bond information for all subcontractors.</li><li>Process labor and expense transfers as necessary</li><li>Set up and maintain projects in Spectrum in accordance with contract requirements; read and interpret contracts for accounting and invoicing implications</li><li>Prepare and distribute monthly billing report to Project Managers</li><li>Ensure labor and expenses posted to project comply with the contract</li><li>Ensure that accurate and complete invoice packages are submitted to the client in a timely manner including all applicable back-up required by the client</li><li>Respond to internal and external clients promptly in a confident and professional manner; investigate issues, problem solve, and communicate resolution clearly and articulately</li><li>Follow-up with clients to confirm receipt of invoices and regarding payment status of open invoices; partner with Project Manager to resolve collection issues</li><li>Maintain communication with in-house project teams for percentages of base contract and change order work when preparing AIA billings.</li><li>Record payments and EFT transactions into accounting system.</li><li>General Accounting duties as required (assist in month end closing, general ledger entries and Balance Sheet reconciliations.)</li></ul><p><br></p><ul><li><br></li></ul><p><br></p>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p>Corporate Staff Tax Accountant opportunity, contract to full time. Responsible to prepare, examine, and file company tax records while ensuring compliance with federal, state, and local regulations. Key responsibilities include preparing corporate income tax returns, multi-state sales and use tax returns, and working on tax provisions. Additionally, responsible for performing tax reconciliations and adjustments.</p><p> Duties: </p><p>● Manage all sales and use tax matters. </p><p>● Manage multi-state sales and use tax, franchise tax, and other local tax obligations for all Subsidiaries</p><p>● Maintain records of all tax filings, payments, and correspondence</p><p>● Assist in the preparation and filing of federal and state income tax returns (30+ states) as well as supporting the Tax Manager in the preparation of the income tax provision for financial statement purposes</p><p>● Prepare various schedules regarding tax planning including projected effective tax rates and other forecasting with the Tax Manager</p><p>● Comply with evolving tax laws</p><p>● Interface with various tax authorities including handling tax audits </p><p>● Stay current with any current or future pronouncements regarding tax policy changes</p><p>● Identify opportunities to improve and otherwise streamline tax function, including optimizing current processes</p><p>● Act as a knowledge base for state and local tax regulations for project or financial managers, which may include new research tasks</p><p>● Support clarity regarding tax considerations to a non-tax audience </p><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance.</p><p><br></p><p>Responsibilities:</p><p>• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments.</p><p> • Model waterfall distributions and calculate owner tax distributions.</p><p> • Oversee gross receipts and unclaimed property filings.</p><p> • Serve as primary tax advisor for operational initiatives and bank audits.</p><p> • Manage tax department budget, costs, vendors, and external advisors.</p><p> • Establish compliant, well-documented tax processes and audit readiness.</p><p> • Mentor tax managers and support team development.</p><p> • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days</strong></p><p> </p><p>Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced VP of Finance and Operations to join a high-growth venture capital firm in San Francisco, California. This innovative organization manages billions across multiple funds and is recognized for its top-tier returns and institutional partnerships. The VP of Finance will play a pivotal role in scaling financial operations, ensuring compliance, and supporting the firm’s ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO path potential in 1-2 years' time. </p><p><br></p><p>Responsibilities:</p><p>• Oversee and optimize fund and management company financial operations, ensuring accuracy and efficiency.</p><p>• Collaborate with investor relations and capital formation teams to enhance engagement and reporting.</p><p>• Partner with the investment team to streamline deal execution and coordinate legal processes.</p><p>• Develop and maintain robust operational, compliance, and reporting frameworks.</p><p>• Drive technology and data enablement initiatives to improve decision-making and efficiency.</p><p>• Lead and mentor the finance and operations team, fostering growth and development.</p><p>• Implement scalable systems and processes to support the firm's rapid expansion.</p><p>• Ensure regulatory compliance and maintain strong relationships with institutional investors.</p><p>• Build and sustain a culture of excellence within the finance and operations functions.</p>
<p>Jennifer Fukumae with Robert Half is partnering with a privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference. If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
