<p><strong>Jennifer Fukumae with Robert Half Finance & Accounting </strong>is partnering with a growing private investment firm. This firm is a lean, collaborative investment team focused on unique alternative asset strategies, including litigation finance, specialty agriculture, water rights, media finance, and other differentiated real assets.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain fund and GP general ledgers, including expenses, accruals, intercompany activity, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support audits and tax filings; coordinate with external service providers and research technical accounting matters</li><li>Monitor cash positions and liquidity across funds</li><li>Calculate and process capital calls and distributions</li><li>Review work prepared by junior team members, including capital activity, financials, and LP reporting</li><li>Advise on complex or non-routine accounting transactions</li><li>Mentor and develop junior accountants</li><li>Partner with Investor Relations to respond to LP inquiries</li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Finance Manager</strong></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Finance Manager</strong> to join a fast-paced, highly collaborative finance organization supporting multiple investment funds and related entities. In this critical role, you will lead entity-level accounting, valuation analysis, and financial reporting. You’ll work closely with fund administrators, auditors, and tax partners to ensure accurate reporting, sound valuations, and high‑quality investor communications. You’ll also contribute to strategic initiatives, including system enhancements, operational improvements, and upgrades to financial platforms.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Accounting, Reporting & Coordination</strong></p><ul><li>Oversee fund administrators’ preparation of financial statements, capital accounts, and investor allocations.</li><li>Manage key components of the entity close process, including journal entries, NAV packages, and financial reporting deliverables.</li><li>Coordinate and review capital calls, distributions, and investor notices to ensure accuracy and compliance.</li><li>Prepare quarterly and annual financial reports for investors and internal stakeholders.</li><li>Partner with auditors and tax advisors to drive timely audits and regulatory filings.</li><li>Support consistency and alignment in reporting across funds, upper‑tier entities, and management companies.</li></ul><p><strong>Valuation Analysis & Portfolio Metrics</strong></p><ul><li>Support valuation processes for portfolio companies, including fair value assessments and periodic adjustments.</li><li>Collaborate with the investment team to analyze portfolio performance metrics and trends.</li><li>Prepare valuation summaries and materials for quarterly reviews and investor updates.</li><li>Ensure valuation methodologies adhere to firm policies and relevant accounting standards.</li></ul><p><strong>Operational Support</strong></p><ul><li>Serve as the day‑to‑day contact for fund administrators on accounting and reporting matters.</li><li>Maintain accurate accounting records, investor information, and compliance documentation.</li><li>Coordinate reconciliations across funds, upper‑tier partnerships, and management companies.</li></ul><p><strong>Special Projects & Systems Enhancements</strong></p><ul><li>Lead initiatives to enhance process efficiency, system capabilities, and reporting automation.</li><li>Drive onboarding, workflow improvements, and best practices with fund administrators.</li><li>Assist with system upgrades, data integration efforts, and enhancements to financial platforms.</li><li>Contribute to data governance, accuracy initiatives, and the expansion of reporting capabilities.</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>SENIOR CORPORATE TAX ACCOUNTANT</strong></p><p><strong>115K-130K+BONUS+AMAZING BENEFITS</strong></p><p><br></p><p>Well established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization (ranked top 15 in US) that offers stability, work/life balance, career path and excellent benefits.</p><p><br></p><p><u>About the Position</u></p><p>Senior Tax Accountant has significant responsibilities in tax compliance, monitoring and reporting. This position ensures that the Foundation complies with tax laws and regulations while optimizing its tax position.</p><p><u>Responsibilities</u></p><p>-Proactively works with the tax advisor and team to prepare tax planning and strategy.</p><p>-Collect and track tax data, including K-1’s issued by partnerships, and tax documents from foreign corporations.</p><p>-Prepare the Foundation’s tax returns (990-PF and 990-T), including state and other related tax returns.</p><p>-Ensure timely filing of all returns and payments, including quarterly estimates and extensions. Actively monitors and accounts for tax provision.</p><p>-Analyze and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance.</p><p>-Play a key role in audit preparedness. Maintain processes and procedures in the event of an IRS audit.</p><p>-Prepare workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year.</p><p>-Supports the accounting and reconcilement of the Foundation’s investment portfolio in accordance with GAAP and IRS regulations.</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>Fund Accountant| Private Equity| Burlingame </strong></p><p> </p><p>Our client is a<strong> growing private equity firm</strong> that partners hands-on with founder-led companies at key growth stages. With a strong track record and a new fund underway, the team offers a fast-moving, collaborative environment with real momentum.</p><p> </p><p>This <strong>Fund Accountant</strong> role sits on a lean, high-impact team and works closely with senior leadership. You’ll gain exposure across fund accounting, investor relations, and finance, with competitive pay plus bonus.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support capital calls, distributions, redemptions, and expense wires</li><li>Assist with quarterly and annual closes, including financials and valuation support</li><li>Partner with fund administrators on fund books and records</li><li>Prepare quarterly investor reports and schedules</li><li>Support valuations, waterfall calculations, and other analytical projects</li><li>Collect and review financial data from portfolio companies</li><li>Coordinate with auditors and support audit and tax deliverables</li><li>Assist with investor communications, confirmations, and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Private Equity Firm</strong> to hire a <strong>Fund Accountant</strong> who will support the financial reporting and operations of a growing investment platform. This role offers high visibility and the opportunity to work closely with Finance, Legal, and Investor Relations teams across a diverse portfolio of private equity investments.</p><p><br></p><p><strong>Job Title: Fund Accountant</strong></p><p><strong>Location:</strong> Burlingame, CA (On-site, 5 days/week)</p><p><strong>Compensation:</strong> $95,000–$110,000 base + Bonus </p><p><br></p><p><strong>About the Firm (Confidential)</strong></p><p>This private equity firm invests in founder-led businesses undergoing key inflection points and focuses on growth-oriented companies within technology, business services, and related sectors. With nearly $1B in assets under management and continued fundraising activity, the firm provides a collaborative, high-performance environment with strong exposure to both investment and operational functions.</p><p> </p><p><strong>Summary</strong></p><p>The Fund Accountant will report to senior members of the Finance team and collaborate closely with internal stakeholders and external partners. This position is fully on-site in San Mateo and is ideal for someone who thrives in a dynamic, hands-on environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>Investment Funds / Management Company Financials</strong></p><ul><li>Assist with wire processing for capital distributions, redemptions, and expenses</li><li>Support quarterly and annual close processes, including preparing financial statements and valuation-related schedules</li><li>Work closely with the fund administrator to shadow books and records</li><li>Prepare quarterly investor reporting packages and supporting schedules</li><li>Support analytical projects such as complex valuations, public comparable analyses, and liquidation waterfalls</li><li>Help monitor and collect financial data from privately held portfolio companies</li><li>Maintain documentation in accordance with internal finance policies</li><li>Liaise with external auditors and assist with audit and tax schedules</li></ul><p><strong>Limited Partner / Investor Support</strong></p><ul><li>Coordinate with Finance and Investor Relations to prepare capital call and distribution allocations and investor notices</li><li>Track and prepare audit confirmation requests for investors and portfolio companies</li><li>Assist with ongoing automation and process improvements</li></ul><p> </p>
<p><strong>Interested in learning more?</strong> Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d be happy to connect and explore the opportunity with you!</p><p><br></p><p><strong>Senior Finance Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a <strong>Senior Finance Manager</strong> to join a dynamic finance team supporting multiple investment funds and related entities. This role is pivotal in overseeing entity-level accounting, valuation analysis, and financial reporting. You will collaborate with fund administrators, auditors, and tax professionals to ensure accurate reporting, timely valuations, and clear investor communications. Additionally, you’ll lead special projects focused on system enhancements, process improvements, and financial platform upgrades.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Accounting, Reporting & Coordination</strong></p><ul><li>Review and oversee fund administrators’ work on financial statements, capital accounts, and investor allocations.</li><li>Manage components of the entity close process, including journal entries, NAV packages, and financial statement deliverables.</li><li>Coordinate and review capital calls, distributions, and investor notices for accuracy and compliance.</li><li>Prepare quarterly and annual financial reports for investors and internal stakeholders.</li><li>Partner with auditors and tax advisors to ensure timely audits and filings.</li><li>Drive consistency in reporting across funds, upper-tier entities, and management companies.</li></ul><p><strong>Valuation Analysis & Portfolio Metrics</strong></p><ul><li>Support valuation processes for portfolio companies, including fair value adjustments.</li><li>Collaborate with the investment team to analyze portfolio performance metrics.</li><li>Prepare valuation summaries and reports for quarterly reviews and investor communications.</li><li>Ensure valuation methodologies align with firm policies and accounting standards.</li></ul><p><strong>Operational Support</strong></p><ul><li>Serve as the primary point of contact for fund administrators on accounting and reporting matters.</li><li>Maintain accurate accounting records, investor data, and compliance documentation.</li><li>Coordinate reconciliations between funds, upper-tier partnerships, and management companies.</li></ul><p><strong>Special Projects & Systems Enhancements</strong></p><ul><li>Lead initiatives to improve process efficiency, system functionality, and reporting automation.</li><li>Drive onboarding and workflow improvements for fund administrators.</li><li>Assist with system upgrades, data integration, and enhancements to financial platforms.</li><li>Contribute to data accuracy initiatives and new reporting capabilities.</li></ul>
<p><strong>Finance Manager / Senior Finance Manager</strong></p><p><strong>Palo Alto – 4 days onsite</strong></p><p><strong>$160–180K (up to $190K DOE) + Bonus + Profit Share</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half's Finance and Accounting</strong> is partnering with a well-established <strong>venture capital</strong> organization with a long history of investing in innovative, high-growth companies is seeking a <strong>Finance Manager or Senior Finance Manager </strong>to join its Palo Alto team. The firm partners with entrepreneurs across technology, healthcare, and emerging sectors, offering deep domain expertise and a collaborative, hands-on approach. The culture is built on excellence, innovation, and close teamwork across its investment and operations groups.</p><p> </p><p><strong>About the Role</strong></p><p>This position sits within the firm’s finance organization and supports a family of venture capital funds, as well as upper-tier entities and management companies. The ideal candidate brings strong finance and capital planning experience within a fund environment and thrives in a fast-paced, entrepreneurial setting.</p><p> </p><p>The Finance Manager will also support systems improvements, process optimization, and upgrades across platforms such as Investran.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee accounting and financial reporting for multiple entities and funds</li><li>Manage valuation analysis and support portfolio metrics preparation</li><li>Coordinate with fund administrators, auditors, and tax service providers</li><li>Support operational processes, controls, and capital activity</li><li>Contribute to system enhancements, data management initiatives, and special projects</li></ul><p><br></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect and share more about this opportunity!</p><p><br></p><p><strong>Controller — Venture Capital Firm</strong></p><p><strong>About the Firm</strong></p><p>Our client is a venture capital firm investing in high‑growth companies across enterprise software, fintech, and emerging innovation sectors. The firm operates in a lean, entrepreneurial environment where collaboration, strategic thinking, and a long‑term mindset are core to the culture. Team members thrive in a fast‑paced, dynamic setting and are committed to building scalable, durable value across the portfolio.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking a <strong>Controller</strong> to partner closely with the CFO across all finance, accounting, and operational functions. This is a high‑impact, high‑visibility role with broad ownership spanning financial reporting, fund operations, compliance, and strategic projects.</p><p><br></p><p>You will be instrumental in strengthening the firm’s financial infrastructure, enhancing processes, and driving operational excellence as the platform continues to grow. This position offers an exceptional opportunity for a venture‑savvy finance leader who wants to help build and shape a best‑in‑class finance function.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Reporting & Operations</strong></p><ul><li>Oversee all fund administration activities, including quarterly closes, audits, tax compliance, and ASC 820 valuation workflows</li><li>Lead financial operations for both the management company and funds: budgeting, cash‑flow forecasting, and internal reporting</li><li>Maintain systems for deal tracking, legal documentation, portfolio monitoring, and fund performance analytics</li><li>Prepare financial materials for LP communications, internal dashboards, advisory board meetings, and executive reviews</li><li>Coordinate with outsourced accounting teams and fund administrators to ensure accuracy, timeliness, and effective internal controls</li><li>Manage treasury functions, including cash balances, capital calls, distributions, and carried‑interest calculations</li><li>Support the preparation of quarterly and annual financial statements, audit deliverables, and tax filings</li></ul><p><strong>Compliance & Investor Support</strong></p><ul><li>Partner with the CFO, CCO, and compliance partners on regulatory filings, annual reviews, and internal controls</li><li>Support fundraising efforts by preparing LP materials, managing data rooms, and responding to operational due‑diligence requests</li><li>Collaborate with investment and investor relations teams to ensure timely and accurate communication with LPs</li><li>Maintain and enhance reporting packages for limited partners, including capital account statements, performance metrics, and fund summaries</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><br></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This role is ideal for a detail‑oriented, analytical professional with a deep understanding of valuation, fund operations, and venture capital financial reporting. You’ll play a critical role in quarterly fair value processes, fund accounting support, audit preparation, and investor reporting across a dynamic VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Valuations (Quarterly 820 Compliance)</strong></p><ul><li>Prepare and document <strong>quarterly valuation analyses</strong> using established VC valuation methodologies</li><li>Identify and evaluate <strong>key assumptions</strong>, incorporating company, legal, and market inputs</li><li>Present valuation findings and methodologies to <strong>auditors, valuation committees, and firm Partners</strong></li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support quarterly close, including review of financial statements and partner statements</li><li>Assist in preparing <strong>quarterly and annual audited financials</strong></li><li>Review capital call and distribution allocations for accuracy and compliance</li><li>Manage cash processes, including reconciliation review and <strong>capital call planning</strong></li><li>Mentor and support fund accountants</li><li>Prepare audit documentation and respond to <strong>LP inquiries</strong></li><li>Participate in ad hoc projects throughout quarterly and annual cycles</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate reporting</li><li>Maintain and enhance valuation models for <strong>Level 3 investments</strong></li><li>Engage with portfolio company management to gather financial and qualitative inputs</li><li>Review NAV packages and support quarterly financial statement preparation for <strong>funds and SPVs</strong></li><li>Assist with audits, including drafting financial statement notes</li><li>Calculate and manage <strong>capital calls, distributions, waterfalls, and carried interest</strong></li><li>Assist with tax return preparation and supporting schedules for funds and SPVs</li><li>Support investor due diligence and develop performance analyses as needed</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and updates through the investor portal</li><li>Assist with capital call/distribution processes and operational workflows</li><li>Contribute to preparation for annual meetings and advisory committee meetings</li><li>Partner with Compliance leadership on documentation, DDQs, process controls, and <strong>SEC audit support</strong></li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Controller — Venture Capital Firm (Confidential Client)</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>Our client is a <strong>venture capital firm investing in high‑growth companies</strong> across enterprise software, fintech, and emerging innovation sectors. The environment is <strong>lean, entrepreneurial, and highly collaborative</strong>, with a long‑term mindset and a commitment to building scalable, durable value. Team members are strategic thinkers who thrive in a fast‑moving, operationally dynamic setting.</p><p><br></p><p><strong>About the Role</strong></p><p>The firm is seeking a <strong>Controller</strong> to partner directly with the CFO on all finance, accounting, and operational functions. This is a <strong>high‑visibility, high‑impact role</strong> with broad ownership across financial reporting, fund operations, compliance, and strategic initiatives.</p><p>You will play a central role in strengthening the firm’s financial infrastructure, refining processes, and driving operational excellence as the firm continues to scale. This is an exceptional opportunity for a finance leader with venture capital experience who wants to help shape a best‑in‑class finance function.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Reporting & Operations</strong></p><ul><li>Oversee <strong>fund administration</strong>, including quarterly closes, audits, tax compliance, and ASC 820 valuation processes</li><li>Lead management company and fund‑level financial operations: budgeting, cash‑flow forecasting, internal reporting</li><li>Maintain systems for <strong>deal tracking, legal documentation, portfolio monitoring</strong>, and fund performance analytics</li><li>Prepare financial materials for <strong>LP communications</strong>, internal dashboards, advisory board meetings, and executive reviews</li><li>Coordinate with outsourced accounting teams and administrators to ensure accuracy, timeliness, and strong internal controls</li><li>Manage treasury functions, cash positions, capital calls, distributions, and carried interest</li><li>Support preparation of quarterly/annual financial statements, audit deliverables, and tax filings</li></ul><p><strong>Compliance & Investor Support</strong></p><ul><li>Manage compliance processes alongside the CFO, CCO, and external compliance partners, including regulatory filings and annual reviews</li><li>Support fundraising efforts by preparing LP materials, managing data rooms, and responding to operational due diligence requests</li><li>Collaborate with investment and investor relations teams to ensure timely, accurate communication with LPs</li><li>Maintain and enhance reporting packages for limited partners, including capital account statements, performance metrics, and fund summaries</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Finance Manager| Venture Capital | Palo Alto| Hybrid | Base + Bonus + Profit Sharing</strong></p><p> </p><p>Our client is a <strong>well-established venture capital firm </strong>backing high-growth companies across technology, healthcare, and related sectors. With teams in key innovation hubs, they’re known for a collaborative culture, strong execution, and long-term partnerships with founders.</p><p> </p><p>Join a high-performing finance team, have meaningful ownership, work closely with senior professionals, and help improve fund operations and reporting as the platform continues to scale.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee fund accounting and reporting with third-party administrators</li><li>Manage entity-level closes, including journal entries, NAVs, and financial statements</li><li>Review capital calls, distributions, and investor communications</li><li>Prepare quarterly and annual investor reporting</li><li>Coordinate audits, tax filings, and regulatory requirements</li><li>Support portfolio company valuations and performance analysis</li><li>Partner with investment teams on valuation and reporting support</li><li>Serve as a key contact for fund administrators</li><li>Drive process improvements, system enhancements, and automation initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Senior Tax Preparer</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>We’re seeking an experienced <strong>Senior Tax Preparer</strong> to support high‑net‑worth clients across a diverse range of tax needs and advanced planning strategies. While the role is preparation‑heavy during busy season, you’ll remain engaged year‑round through planning work, client communication, and advisory support.</p><p><br></p><p>The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax‑focused <strong>CPA</strong> with strong technical expertise, excellent judgment, and the confidence to operate independently in a client‑facing environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of <strong>individual tax returns (Form 1040)</strong>; experience with <strong>1041</strong> and <strong>1065</strong> is a strong plus</li><li>Communicate directly with clients to gather documents and provide a smooth, organized tax preparation experience</li><li>Prepare detailed <strong>tax analyses</strong>, projections, and estimated tax calculations</li><li>Clearly explain complex tax issues to clients while ensuring full compliance with federal and state requirements</li><li>Stay updated on tax law changes and recommend strategic planning opportunities</li><li>Provide internal guidance to wealth advisors on tax‑related topics and planning considerations</li><li>Knowledge in <strong>estate and gift tax planning</strong> is highly desirable</li><li><strong>California return experience required;</strong> multi‑state experience preferred</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health Savings Account (HSA) option</li><li><strong>$75 monthly wellness allowance</strong></li><li>401(k) with employer match</li><li>Commuter benefits</li><li><strong>Paid parental leave:</strong> up to 12 weeks at 100% salary</li><li>Tuition reimbursement + annual learning stipend</li><li>Volunteer PTO and donation‑matching program</li><li><strong>Birthday PTO</strong> and monthly cell phone allowance</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><strong>Role Overview</strong></p><p>We’re seeking an experienced <strong>Senior Tax Preparer</strong> to support high‑net‑worth clients with complex tax needs and advanced planning strategies. While the role is heavily focused on tax preparation during busy season, you’ll also play a key part in year‑round tax planning, client communication, and selective business development efforts.</p><p>The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or tax‑focused <strong>CPA</strong> with strong technical expertise, sound judgment, and the confidence to operate independently in a client‑facing advisory environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of individual tax returns (primarily <strong>Form 1040</strong>); experience with <strong>1041</strong> and <strong>1065</strong> is a strong plus</li><li>Communicate directly with clients to gather documentation and ensure a smooth, proactive tax prep experience</li><li>Prepare detailed tax analyses, projections, and estimated tax calculations</li><li>Explain complex tax issues in clear, practical terms while ensuring full compliance with all filing requirements</li><li>Stay current on tax law changes and recommend strategies to improve both short‑ and long‑term client outcomes</li><li>Provide internal guidance to wealth advisors on tax‑related questions and planning opportunities</li><li>Knowledge of <strong>estate and gift tax planning</strong> is highly valued</li><li><strong>California</strong> return experience required; multi‑state exposure preferred</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health Savings Account (HSA) option</li><li>$75 monthly wellness allowance</li><li>401(k) with employer match</li><li>Commuter benefits</li><li>Paid parental leave: up to <strong>12 weeks at 100% salary</strong></li><li>Tuition reimbursement + annual learning stipend</li><li>Volunteer PTO and donation‑matching program</li><li>Birthday PTO + monthly cell phone allowance</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Real Estate Investment Firm| San Mateo| Hybrid | $130-180k base + Bonus</strong></p><p> </p><p>Step into real estate private equity with a dynamic investment firm focused on multifamily housing. This role offers exposure to acquisitions, asset management, and investments in a collaborative, growth-oriented environment where you can make a real impact.</p><p> </p><p>The Accounting Manager position is newly created to support an expanding portfolio and provides the opportunity to co-manage and mentor a senior accountant. Enjoy a hybrid schedule, excellent benefits, and the chance to contribute to high-impact financial operations while developing your career in a nimble, entrepreneurial setting.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Supervise fund administrators in preparing GAAP financial statements</li><li>Analyze transactions and variances, recommending actions to leadership</li><li>Maintain accounting files for property funds, including invoices, depreciation, and journal entries</li><li>Oversee audits and coordinate tax filings</li><li>Monitor cash, perform bank reconciliations, and support financial reporting</li><li>Maintain investor reporting and respond to inquiries</li><li>Ensure compliance with internal controls and tax requirements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Tax Preparer</strong></p><p><br></p><p><strong>Role Overview</strong></p><p>We are seeking a <strong>Senior Tax Preparer</strong> to support high‑net‑worth clients with a wide range of tax needs and advanced planning strategies. This role centers on tax preparation during busy season, with ongoing involvement in tax planning, client support, and business development throughout the year. The ideal candidate is an <strong>Enrolled Agent (EA)</strong> or <strong>tax‑focused CPA</strong> who brings strong technical expertise, sound judgment, and the confidence to work independently in a client-facing environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead preparation of individual tax returns (primarily <strong>Form 1040</strong>); experience with <strong>1041</strong> and <strong>1065</strong> is a strong plus.</li><li>Communicate directly with clients to collect documentation and ensure a seamless tax preparation process.</li><li>Prepare detailed tax analyses and projections, including estimated tax calculations.</li><li>Clearly explain tax issues to clients while ensuring full compliance with filing requirements.</li><li>Stay current on tax law changes and recommend strategies that optimize both short‑ and long‑term outcomes.</li><li>Provide internal guidance to wealth advisors on tax‑related questions and planning considerations.</li><li>Knowledge of <strong>estate and gift tax planning</strong> is highly desirable.</li><li><strong>California return experience required;</strong> multi‑state exposure preferred.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, vision, life, and disability insurance</li><li>Health Savings Account (HSA) option</li><li>Monthly wellness allowance (<strong>$75</strong>)</li><li><strong>401(k) with employer match</strong></li><li>Commuter benefits</li><li><strong>Paid parental leave:</strong> up to 12 weeks at 100% salary</li><li>Tuition reimbursement + annual learning stipend</li><li>Volunteer PTO and donation‑matching program</li><li>Birthday PTO and monthly cell phone allowance</li></ul>
<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>We are looking for an experienced Tax Associate to join our team in Los Gatos, California. In this role, you will be responsible for preparing and reviewing individual tax returns while ensuring compliance with tax regulations. This position requires strong attention to detail and a thorough understanding of tax preparation processes.</p><p>This is a unique position for work life balance - max 40 hours in busy season, and a minimum of 6 hours outside of Tax season - which can be remote!</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual tax returns for accuracy and compliance with current tax laws.</p><p>• Ensure all tax documents and filings meet required deadlines and standards.</p><p>• Conduct in-depth analyses of financial data to identify tax-saving opportunities.</p><p>• Collaborate with clients to gather necessary financial information and address tax-related inquiries.</p><p>• Stay updated on changes in tax regulations and ensure compliance in all filings.</p><p>• Utilize Lacerte Tax Software to efficiently complete tax preparation tasks.</p><p>• Assist in resolving discrepancies or issues related to tax filings.</p><p>• Provide guidance and recommendations to clients for optimizing their tax situations.</p><p>• Maintain accurate records of all tax documents and correspondence.</p>
<p>We are looking for a skilled Tax Manager to join our team in Santa Rosa, California. This position offers an excellent opportunity for career growth and leadership development within our tax department. The ideal candidate will possess a strong background in tax preparation, compliance, and consulting, coupled with exceptional communication and mentorship abilities.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review comprehensive tax returns for individuals, businesses, non-profits, trusts, and estates.</p><p>• Build and maintain strong client relationships while delivering outstanding tax-related services.</p><p>• Provide clients with strategic tax planning and consulting advice on estate matters, business strategies, and compliance issues.</p><p>• Analyze and resolve complex tax challenges, offering innovative solutions.</p><p>• Manage client expectations effectively to ensure satisfaction and trust.</p><p>• Utilize advanced computer skills and maintain proficiency in relevant tax software.</p><p>• Identify opportunities to expand service offerings and grow client portfolios.</p><p>• Develop new client relationships through effective networking and referrals.</p><p>• Stay informed on current tax regulations and industry standards through ongoing education and training.</p>
<p>We are looking for a highly skilled Full Charge Bookkeeper/Accountant to join our clients team in Concord, California. In this Contract to permanent position, you will play a critical part in managing financial operations, ensuring compliance, and maintaining accurate records for the organization. This position offers the opportunity to contribute to meaningful financial processes while collaborating across departments.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Maintain accurate general ledger records and reconcile bank statements to ensure financial data integrity.</p><p>• Process transactions such as donations, grants, membership dues, and operational expenses, ensuring timely deposits and payments.</p><p>• Oversee payroll activities, including benefits administration and tax filings, in coordination with HR.</p><p>• Assist in budget preparation and provide detailed reports on variances between actuals and projections.</p><p>• Track and monitor both restricted and unrestricted funds, ensuring compliance with grant agreements and funding requirements.</p><p>• Prepare financial reports including trial balances, balance sheets, income statements, and cash flow statements, while supporting audit preparation.</p><p>• Collaborate with external accountants for tax filings, audits, and compliance with nonprofit regulations.</p><p>• Maintain donor and vendor records, handle acknowledgments, and coordinate correspondence to strengthen relationships.</p><p>• Ensure accurate documentation of assets, liabilities, volunteer hours, and insurance records in line with organizational policies.</p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a <strong>private real estate investment, development, and management company</strong> to add an <strong>AP Accountant</strong> to their growing team. This firm has been operating successfully in real estate for over 30 years and continues to expand their national multifamily and mixed-use portfolio.</p><p><strong>About the Company</strong></p><p>This organization invests in and manages residential, retail, and mixed-use properties across the U.S. Their multifamily footprint includes <strong>50+ properties totaling 5,200+ units</strong>, with another <strong>1,000 units recently acquired</strong> across states such as Idaho, Washington, California, Texas, and Florida.</p><p> </p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Own the Accounts Payable function for a diverse real estate portfolio</li><li>Collaborate directly with property managers and stakeholders across multiple properties</li><li>Support the team with invoice processing, coding, vendor management, and reconciliations</li><li>Contribute to a lean, high-performing accounting department in a fast-growing real estate environment</li></ul><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>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>We are looking for a skilled Tax Analyst to join our client's team on a seasonal fully remote contract basis. In this role, you will utilize your expertise in individual and property tax preparation to ensure accurate and timely filing. This position offers an excellent opportunity to contribute to the energy and natural resources industry while honing your tax-related skills.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and assist with federal, state, and local income tax returns, supporting schedules, and related documentation.</p><p>• Conduct thorough analysis of property and sales tax requirements to ensure compliance.</p><p>• Collaborate with clients and internal teams to address tax-related inquiries and provide solutions.</p><p>• Apply knowledge of ASC 740 to manage tax provisions and reporting.</p><p>• Stay updated on tax regulations and implement changes as necessary.</p><p>• Assist in resolving discrepancies and ensuring accurate documentation for tax filings.</p><p>• Prepare reports and summaries related to individual and property tax matters.</p><p>• Advise on tax strategies to optimize compliance and financial outcomes.</p><p>• Analyze and interpret tax data to support decision-making processes.</p><p>• Maintain confidentiality and professionalism in handling sensitive financial information.</p>
<p>We are seeking an experienced Tax Preparer for a temp-to-hire opportunity with a well-established firm. This role is ideal for a tax professional who enjoys hands-on preparation work, thrives during tax season, and is interested in transitioning into a long-term position.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and review individual (1040), partnership (1065), and corporate (1120/1120S) tax returns</li><li>Gather, organize, and analyze financial data and supporting documentation</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Identify potential tax savings and planning opportunities</li><li>Communicate with clients or internal stakeholders regarding tax questions and missing information</li><li>Assist with extensions, amended returns, and tax notices as needed</li><li>Maintain accurate workpapers and documentation</li></ul><p><br></p><p><br></p>
<p>We are seeking a Tax Preparer for a temp-to-hire opportunity with a growing and well-established organization. This role is ideal for a tax professional who enjoys hands-on preparation work, thrives during tax season, and is interested in transitioning into a long-term position.</p><p><br></p><p>Key Responsibilities</p><p><br></p><ul><li>Prepare and review individual and business returns </li><li>Gather, organize, and analyze financial data and supporting documentation</li><li>Ensure compliance with federal, state, and local tax regulations</li><li>Identify potential tax savings and planning opportunities</li><li>Communicate with clients or internal stakeholders regarding tax questions and missing information</li><li>Assist with extensions, amended returns, and tax notices as needed</li><li>Maintain accurate workpapers and documentation</li></ul><p><br></p>
<p>We are looking for a dedicated and detail-oriented Accounting Assistant to join our team in South San Francisco, California. This role involves providing comprehensive support in areas such as payroll, accounts payable, accounts receivable, and vendor management, ensuring the smooth operation of financial processes. As a long-term contract position, this opportunity is ideal for someone who thrives in a dynamic environment and enjoys working collaboratively with a team. This contract role can have a duration of 7 months to 1 year due to a systems implementation. You will be a floater assisting various accounting partners with their day to day needs. Apply today for this great opportunity!</p><p><br></p><p>Responsibilities:</p><p>• Assist with the preparation, data entry, and auditing of employee timesheets and leave balances to support payroll processes.</p><p>• Process payroll cycles accurately and generate reports while addressing employee payroll inquiries professionally.</p><p>• Review and process invoices for payment, ensuring compliance with company policies and internal controls.</p><p>• Maintain communication with vendors to resolve payment discrepancies and provide updates on payment status.</p><p>• Prepare and issue customer invoices, reconcile incoming payments, and follow up on any outstanding balances.</p><p>• Set up and maintain vendor accounts, ensuring all required documentation complies with organizational standards.</p><p>• Perform account reconciliations and assist with month-end and year-end financial close processes.</p><p>• Maintain accurate financial records and provide support during audits or financial reviews.</p><p>• Research and resolve discrepancies in financial transactions, ensuring accuracy and compliance.</p><p>• Collaborate with internal departments to maintain accurate financial data and streamline processes.</p>
