<p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>
<p>We are looking for an Accounting Manager to lead core accounting operations and help maintain accurate, timely financial reporting for our Oakland, California team. This position will oversee key close activities, strengthen general ledger integrity, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to guide processes in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Support daily accounting functions, including ledger maintenance, reconciliations, journal entries, and financial close activities.</li><li>Help prepare accurate financial statements and ensure adherence to GAAP, company policies, and internal controls.</li><li>Assist with product costing, inventory valuation, variance analysis, and inventory reconciliations.</li><li>Evaluate labor, materials, overhead, and production performance to identify efficiency improvements and cost reductions.</li><li>Collaborate with Operations and Finance teams to enhance profitability and optimize processes.</li><li>Serve as a key user of ERP, MRP, and related business systems.</li><li>Contribute to budgeting, forecasting, financial analysis, cash flow planning, and management reporting.</li><li>Monitor business performance and provide insights to support decision-making.</li><li>Assist with audits, tax compliance, regulatory reporting, and maintenance of accurate financial records and documentation.</li></ul>
<p><strong>About the Opportunity</strong></p><p>A high-growth, venture-backed technology company at the intersection of AI and workforce innovation is seeking an Accounting Manager to join its finance team. This is a unique opportunity to help build and scale an audit-ready accounting function in a fast-paced, high-impact environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>Reporting to the Controller, the Accounting Manager will play a critical role in supporting the build-out of a best-in-class accounting function. This individual will partner closely with leadership on month-end close, technical accounting, and audit preparation, while helping design scalable processes in a rapidly evolving organization.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p><strong>Close & Reporting</strong></p><ul><li>Partner with the Controller to manage the monthly close process and coordinate cross-functional timelines</li><li>Review journal entries and account reconciliations prepared internally and by external partners</li><li>Prepare monthly reporting packages, including financial statements, variance analyses, and KPI tie-outs</li><li>Ensure accuracy and completeness of the general ledger across key accounts</li></ul><p><strong>Global Accounting & Consolidation</strong></p><ul><li>Oversee accounting for international entities, ensuring compliance with local and U.S. GAAP</li><li>Review consolidation entries, intercompany reconciliations, and reporting</li><li>Support preparation of consolidated financial statements</li><li>Assist with foreign currency remeasurement, translation, and intercompany activity</li></ul><p><strong>Technical Accounting & Audit Support</strong></p><ul><li>Support technical accounting analyses across revenue recognition, equity, leases, and capitalization</li><li>Assist in drafting technical accounting memos and compiling audit support (PBCs)</li><li>Help prepare for and support external audit processes</li><li>Ensure accounting policies are properly implemented within systems and workflows</li><li>Support ASC 606 revenue recognition processes and consistency across operations</li></ul><p><strong>Process Improvement</strong></p><ul><li>Document processes and internal controls to support audit readiness</li><li>Identify and implement improvements to enhance efficiency and scalability</li><li>Partner cross-functionally to streamline accounting operations</li></ul><p><br></p>
<p>Our eCommerce client is seeking an interim Sr. Accountant or Accounting Manager (functional) for a 6-month engagement. This role will provide senior-level accounting support during a leave coverage period while helping the team manage core close activities and special projects in a complex, multi-channel business. The position is ideal for a hands-on, detail-oriented accounting manager who can step in quickly, apply strong judgment, and bring structure to month-end processes in a fast-paced environment. This role is 100% remote and is expected to pay $55-$75/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Lead key areas of the monthly close process, including prepaids, accruals, fixed assets, and related general ledger activity</p><p>• Review journal entries, reconciliations, and supporting schedules to help maintain accuracy and consistency across accounting operations</p><p>• Manage accounting work tied to designated business lines, with primary focus on eCommerce and healthcare-related activities</p><p>• Support accounting for a separate healthcare entity, including reserve balances and receivables tracking</p><p>• Partner with members of the accounting team to resolve debits, credits, and other transactional issues that affect financial reporting</p><p>• Assist with audit readiness and financial statement support by preparing documentation and responding to accounting-related requests</p><p>• Use NetSuite and advanced Excel tools to analyze data, maintain records, and improve reporting efficiency</p><p>• Contribute to process improvement efforts, including identifying opportunities to automate spreadsheets and journal entry workflows using AI-enabled tools</p>
<p>We are looking for an experienced Accounting and Reporting Manager to join our team in Emeryville, California. This role is ideal for someone with a strong attention to detail, a solid understanding of financial operations, and a proven ability to manage accounting processes efficiently. You will play a key role in overseeing financial reporting, ensuring compliance, and maintaining accurate records.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead monthly financial close for individual entities and consolidated GAAP and statutory reporting</li><li>Serve as subject-matter expert for SEC and statutory filings, including proxy and quarterly/annual reports</li><li>Act as main contact for external auditors and support timely quarterly and annual audits</li><li>Manage accounting for fixed income investments, including valuations, reconciliations, and reporting</li><li>Oversee payroll, stock-based compensation, equity, and APIC accounting</li><li>Prepare and report quarterly basic and diluted earnings per share (EPS)</li><li>Research complex accounting issues and document conclusions through memos and whitepapers</li><li>Design and maintain accounting processes that meet SOX and Model Audit Rule requirements</li><li>Improve systems and processes to increase efficiency, accuracy, and automation</li><li>Manage, train, and mentor accounting staff and support finance leadership on complex matters</li></ul>
We are looking for an experienced Financial Reporting Manager to support a long-term contract opportunity with a company based in San Mateo, California. This role will lead critical financial reporting activities, provide insight across complex accounting areas, and help maintain timely, accurate reporting during a leave coverage period. The position is structured as a Long-term Contract assignment with an initial six-month term and offers a hybrid schedule with two onsite days per week, with remote flexibility for the right candidate.<br><br>Responsibilities:<br>• Lead the monthly close reporting cycle and assemble complete financial reporting packages, including the balance sheet, income statement, and cash flow statement.<br>• Coordinate intercompany accounting activity and support global consolidation efforts across multiple entities to ensure accurate consolidated results.<br>• Manage cash positioning and treasury-related reporting while working within an AI-enabled treasury platform to improve visibility and control.<br>• Prepare debt-related schedules and deliver reporting materials required for investors and other stakeholders.<br>• Oversee lease accounting and reporting under ASC 842, including support for new lease activity and related financial statement impacts.<br>• Record journal entries in NetSuite related to intercompany transactions and lease accounting as needed.<br>• Review reporting outputs for accuracy, consistency, and compliance with U.S. GAAP and internal reporting standards.<br>• Identify opportunities to strengthen reporting workflows through thoughtful process improvements, automation, and effective cross-functional communication.
<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 & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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 & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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 & Fund Accounting | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a highly skilled and experienced Tax Manager to join our team in San Rafael, California. This role is ideal for someone who excels in managing complex tax matters and guiding teams to achieve exceptional results. The position offers an opportunity to work in a collaborative environment with a strong focus on quality, integrity, and client satisfaction.<br><br>Responsibilities:<br>• Manage and oversee the preparation and review of individual, corporate, partnership, estate, and trust tax returns.<br>• Conduct detailed tax research and provide comprehensive tax and financial planning advice to clients.<br>• Supervise and mentor entry level and senior staff, ensuring consistent development and adherence to best practices.<br>• Maintain and strengthen client relationships through effective communication and exceptional customer service.<br>• Coordinate and manage multiple complex projects while adhering to deadlines and quality standards.<br>• Ensure compliance with federal, state, and local tax regulations by staying updated on tax laws and policies.<br>• Collaborate with partners and team members to develop strategies for client accounts and firm growth.<br>• Promote a culture of teamwork and integrity within the organization.<br>• Identify opportunities for efficiency improvements and implement solutions to enhance operations.<br>• Monitor and follow up on completed engagements to ensure client satisfaction and accuracy.
<p><strong>ACCOUNTING MANAGER</strong></p><p><strong>180K-230K + FULL BENEFITS</strong></p><p><br></p><p>We are looking for an experienced Accounting Manager for a well-established organization. This role combines staff oversight with active involvement in accounting activities, financial reporting, analysis, and process improvement. The position will partner with finance leadership to strengthen internal controls, guide reporting efforts, and provide reliable information that supports sound organizational decisions.</p><p><br></p><p>Responsibilities:</p><p>• Lead daily accounting operations while guiding team members to ensure accurate, timely, and responsive department support.</p><p>• Perform hands-on accounting work, including reviewing journal entries, reconciliations, and month-end close activities, while also managing staff and priorities.</p><p>• Produce financial analysis and interpret reporting results to help leadership evaluate performance, funding patterns, and operational needs.</p><p>• Develop forecasts and trend reporting related to revenue, cash flow, and other key financial indicators to assist with planning.</p><p>• Act as the primary resource for the financial management system by supporting users, maintaining documentation, and reinforcing internal control practices.</p><p>• Oversee the creation of financial and specialized reports, ensuring information is complete, well-organized, and aligned with reporting requirements.</p><p>• Coordinate financial reporting for affiliated entities, trusts, and related programs, maintaining accuracy and consistency across records.</p><p>• Review and approve disbursements and accounting transactions affecting organizational income and expenses in accordance with policy.</p><p>• Monitor accounting standards and regulatory guidance to identify changes that may affect financial practices or reporting obligations.</p><p>• Design and deliver training for staff and financial representatives while contributing to business planning and long-term resource management.</p>
We are looking for an experienced accounting leader to oversee financial operations for multiple privately held businesses in Livermore, California. This position serves as a key advisor to company leadership while managing the full accounting cycle, maintaining strong internal controls, and delivering accurate financial information for decision-making. The role is ideal for someone with a background in construction-related accounting who can balance day-to-day execution with high-level financial oversight.<br><br>Responsibilities:<br>• Direct the complete accounting function across three related entities, ensuring accurate records, timely transaction processing, and reliable financial data.<br>• Lead daily accounting activities by guiding support staff responsible for payables, receivables, billing administration, payroll input, and other transactional tasks.<br>• Oversee weekly payroll operations, including multistate processing, labor tracking, job cost allocation, and reporting for certified and prevailing wage requirements.<br>• Produce monthly and annual financial statements, management reports, and supporting analyses to highlight performance and operating trends.<br>• Manage customer invoicing, subcontractor disbursements, draw schedules, and lien documentation to keep project-related financial activity aligned with contract milestones.<br>• Monitor construction cost activity by reconciling project expenses, reviewing change orders, and assigning costs accurately across jobs and business units.<br>• Partner with the president and project leadership to review budgets, validate project financials, and support informed operational decisions.<br>• Maintain compliance with applicable tax rules, payroll regulations, and construction-related reporting standards at the state and federal levels.<br>• Prepare schedules and documentation needed for audits, tax filings, and project closeout processes while supporting the use of accounting platforms common to the construction industry.
Key Responsibilities<br>• Lead and perform audits, reviews, and compilations in accordance with professional standards and firm policies.<br>• Plan engagement scope and timing, perform risk assessments, and design appropriate audit procedures.<br>• Prepare and review workpapers, ensuring proper documentation and support for conclusions.<br>• Oversee and execute audit procedures for nonprofit organizations, including grant and compliance areas as applicable.<br>• Perform assurance work for employee benefit/pension plans, including testing contributions, distributions, and investments.<br>• Work on affordable housing engagements, including low-income housing entities and related compliance matters.<br>• Assist with engagements for homeowners associations; prior HOA experience a plus.<br>• Draft and review financial statements, footnote disclosures, management letters, and internal control communications.<br>• Supervise, train, and mentor staff, providing clear instructions and timely feedback.<br>• Monitor engagement budgets and timelines; communicate status and issues to managers/partners.<br>• Identify accounting, auditing, and internal control issues, and propose practical solutions to clients.<br>• Assist with implementation of new accounting and auditing standards for assigned clients.<br>Qualifications<br>• Bachelor’s degree in accounting or related field required.<br>• CPA license preferred; candidates actively pursuing licensure considered.<br>• Minimum of 3 years of recent experience in public accounting with a focus on auditing and assurance.<br>• Experience with nonprofit organizations and/or employee benefit plans strongly preferred; affordable housing and HOA experience a plus.<br>• Solid knowledge of U.S. GAAP and generally accepted auditing standards.<br>• Proficiency with Microsoft Office and audit/engagement software.<br>• Strong analytical, organizational, and problem-solving skills.<br>• Effective written and verbal communication skills.<br>• Ability to manage multiple engagements and deadlines.<br>• Team-oriented with demonstrated leadership and supervisory abilities.
<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>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
A growing organization in the property management and hospitality industry is seeking a strategic and hands-on Senior Accounting Manager to lead key accounting operations and support financial excellence across a dynamic portfolio. This is an exciting opportunity for an experienced accounting leader who thrives in a fast-paced environment, enjoys building strong processes, and wants to make an impact within a service-driven organization. Position Overview The Senior Accounting Manager will oversee core accounting functions, support financial reporting, and help ensure accurate, timely, and compliant financial operations. This role is ideal for a detail oriented who brings both technical accounting strength and the leadership presence needed to support teams, improve processes, and partner across the business. Key Responsibilities Oversee day-to-day accounting operations, including general ledger, account reconciliations, journal entries, and month-end close Manage the preparation and review of financial statements and internal reporting packages Support budgeting, forecasting, and cash flow analysis Ensure compliance with GAAP, internal controls, and company accounting policies Supervise and mentor accounting staff, helping to strengthen team performance and accountability Coordinate audit preparation and serve as a point of contact for external auditors, tax professionals, and business partners Review balance sheet activity, investigate variances, and help resolve complex accounting issues Partner with operational leaders across property management and hospitality functions to improve reporting and decision-making Identify opportunities for process improvement, workflow efficiency, and system enhancements Assist with special projects related to portfolio growth, reporting needs, and operational support Desired Qualifications Progressive accounting experience with leadership responsibility Background in property management, hospitality, real estate, or related industries (preferred not required) Strong knowledge of financial reporting, month-end close, reconciliations, and internal controls Experience managing or mentoring accounting staff Solid understanding of GAAP and financial statement preparation Why This Opportunity Stands Out Join an organization in the property management and hospitality sector where accounting plays a key role in operational success Take on a visible leadership position with the opportunity to influence processes and performance Work in Santa Cruz, California, supporting a business that values both financial discipline and exceptional service Be part of a growing team with long-term potential If you are ready to bring your accounting leadership experience to an organization where your contributions will be seen and valued, we encourage you to apply. Apply here to be considered for this opportunity. You are also encouraged to connect with Staffing Director Scott G. Moore on LinkedIn for additional opportunities and future updates. Based on general knowledge.
<p>We are looking for an experienced Accounting Manager to lead core accounting activities in San Francisco, California. This role will oversee accurate financial reporting, guide the month-end close process, and strengthen general ledger integrity across the organization. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to partner effectively with internal and external stakeholders. For immediate consideration, please contact Leon Chang directly via Linked-In.</p><p><br></p><p>Responsibilities:</p><ul><li>Own full accounting for assigned entities; main contact for accounting matters</li><li>Ensure accurate financials; manage GL, close, and reconciliations</li><li>Review work for GAAP compliance and audit readiness; support audits</li><li>Handle complex accounting (revenue, accruals) and contract reviews</li><li>Ensure compliance with GAAP, League, and company policies</li><li>Partner with FP&A, Legal, and Ops on transactions and reporting</li><li>Monitor activity to capture all revenue/expenses timely</li><li>Drive process improvements, automation, and system projects (UAT, data flows)</li><li>Maintain SOPs for consistency and efficiency</li></ul>
<p><strong>Jeff Abrams with Robert Half</strong> is looking for a detail-oriented tax specialist to lead complex compliance and planning work for high-net-worth individuals, trusts, and closely held entities for his client. This position blends hands-on return preparation with technical review, year-round projections, and strategic guidance for clients with sophisticated financial profiles. The role also partners with internal leadership and advisors to support entity-level tax matters, owner planning, and integrated wealth strategies.</p><p><br></p><p>Responsibilities:</p><p>• Manage the preparation and final review of individual and trust tax filings, with direct involvement in the most complex federal, California, and multi-state returns.</p><p>• Oversee tax compliance for related business entities, including partnership, S corporation, and C corporation filings, while ensuring California-specific elections and required tax payments are completed accurately.</p><p>• Prepare personal income tax returns for firm owners and support their ongoing tax compliance needs throughout the year.</p><p>• Develop tax projections, estimate liabilities, and calculate quarterly payments for clients and principals to improve planning and cash flow management.</p><p>• Partner with the Controller on year-end tax reporting activities, including entity tax calculations, adjusting entries, and book close support for affiliated entities.</p><p>• Deliver planning guidance for clients with equity compensation, including analysis of tax impacts tied to stock-based awards and related transactions.</p><p>• Identify opportunities to reduce tax exposure and improve overall efficiency through proactive planning across individual, trust, and entity structures.</p><p>• Work closely with advisors to align tax recommendations with broader investment and wealth planning objectives.</p><p>• Coordinate with external specialists when estate tax return preparation is outsourced, while contributing to estate-related tax planning as needed.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn </strong></p>
<p>We are looking for a detail-oriented Accountant to support daily accounting operations and maintain accurate financial records for the organization. This role is well suited for someone who can manage the full bookkeeping cycle, oversee core transactional processes, and help ensure timely month-end reporting. The ideal candidate brings strong QuickBooks expertise, sound judgment, and the ability to keep financial activities organized and compliant.</p><p><br></p><p>Responsibilities:</p><ul><li>Extensive experience overseeing complete bookkeeping functions and maintaining accurate financial records.</li><li>Strong foundation in accounting operations, reporting, and financial controls.</li><li>Skilled in using accounting systems, including QuickBooks, Sage, and Xero.</li><li>Proven ability to manage priorities, meet deadlines, and maintain organized workflows.</li><li>Exceptional accuracy, attention to detail, and problem-solving skills.</li><li>Capable of working both autonomously and in a collaborative team environment.</li><li>Degree in Accounting or a related discipline preferred.</li><li>Understanding of tax regulations, filings, and compliance requirements is beneficial</li></ul>
We are looking for an experienced Trust Accountant to join a legal organization in Walnut Creek, California in a contract capacity with the potential to become permanent. This position supports the firm’s finance operations by managing trust accounting activities, maintaining compliance with state-specific requirements, and partnering with attorneys and internal accounting teams across a high-volume environment. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to handle detailed financial transactions with accuracy and professionalism.<br><br>Responsibilities:<br>• Monitor trust account activity to ensure handling practices align with applicable state rules and internal financial standards.<br>• Apply incoming funds to the appropriate trust accounts, and carry out settlements and refunds based on attorney direction.<br>• Move approved balances to operating accounts to cover receivables, vendor obligations, and related payments.<br>• Prepare and post matter-level journal entries in the accounting system to maintain complete and accurate transaction records.<br>• Review aged and outstanding checks, investigate discrepancies, and support timely resolution of unreconciled items.<br>• Produce trust balance reports, financial summaries, and ad hoc analyses requested by attorneys or leadership.<br>• Perform bank reconciliations, clear open items, and maintain accurate trust account balances.<br>• Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support coordinated financial processing.<br>• Contribute to trust accounting initiatives, including control improvements, procedure enhancements, 1099 preparation, and other assigned projects.
<p>We are looking for an Accounts Payable Manager to lead daily payment operations and ensure accurate, timely processing of vendor invoices in San Francisco, California. This role oversees core accounts payable activities, strengthens controls around disbursements, and supports efficient transaction flow across the organization. The ideal candidate brings strong experience managing invoice review, payment scheduling, and electronic funds processing while maintaining a high standard of accuracy and compliance.</p><p><br></p><p>Responsibilities:</p><ul><li>Improve and streamline AP, reimbursements, and PO processes using automation</li><li>Manage vendor setup, updates, and cleanup</li><li>Prepare and file 1099s correctly</li><li>Support month‑end close with AP reconciliations and accruals</li><li>Handle invoices, reimbursements, and timely vendor payments</li><li>Work with finance leaders to control spending and stay compliant</li></ul>
<p>We are looking for a Junior GRC Audit Assistant to join a Security and Compliance team. This contract-to-permanent opportunity is well suited for a detail-focused individual who enjoys coordinating audit and compliance activities, working with cross-functional partners, and keeping documentation organized and up to date. The position offers the chance to contribute to governance, risk, and compliance initiatives while gaining exposure to vendor reviews, security assessments, and process improvement efforts.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate audit support activities by organizing evidence, tracking requests, and helping teams prepare materials for review.</p><p>• Partner with internal stakeholders to collect, validate, and maintain records needed for compliance programs and audit examinations.</p><p>• Assist with third-party risk review efforts by gathering vendor documentation, following up on outstanding items, and maintaining accurate files.</p><p>• Review vendor-submitted reports, questionnaires, and related materials to identify concerns or gaps that require escalation.</p><p>• Monitor remediation tasks, audit observations, and compliance action items to help ensure timely follow-through.</p><p>• Support security assessment activities, including documentation review related to penetration testing and other control evaluations.</p><p>• Maintain information within governance, risk, and compliance tools so records remain current, complete, and accessible.</p><p>• Contribute to the refinement of compliance workflows, reporting methods, and documentation practices to improve operational efficiency.</p>
<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 | Walnut Creek | 1 Day Onsite</strong></p><p><br></p><p>Join a growing fee-only wealth management firm expanding its Tax practice. This is a unique opportunity to work closely with high-net-worth clients and financial advisors, helping deliver integrated tax planning strategies while playing a key role in building a growing specialty team.</p><p><strong> </strong></p><p>This newly created role offers strong visibility, meaningful client interaction, and the opportunity to help shape a growing tax practice. The firm provides a collaborative, planning-focused environment along with outstanding benefits, including fully paid medical, dental, and vision coverage, generous PTO, and a strong 401(k) match.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare and review federal and state tax returns for high-net-worth individuals, trusts, partnerships, and S corporations</li><li>Identify tax planning opportunities and resolve complex tax issues</li><li>Partner with financial advisors to develop integrated tax strategies</li><li>Respond to client and advisor tax questions throughout the year</li><li>Improve tax processes and mentor junior team members</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p><strong>Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! </strong></p><p> </p><p> </p><p>Robert Half is partnering with an established and rapidly growing <strong>Registered Investment Advisory (RIA) firm in the East Bay</strong> that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience.</p><p> </p><p>This is an exceptional opportunity for a <strong>Tax Manager</strong> to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans. </li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals. </li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance. </li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up. </li><li>Respond to tax-related questions from clients and advisory teams throughout the year. </li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards. </li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul><p> </p><p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>