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25 results for Private Equity Senior Tax Associate in Lafayette, CA

Tax Manager - Private Equity Firm

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

Venture Capital Finance Associate

Menlo Park, California
onsite
Permanent / Full Time
105000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Associate | Venture Capital Firm | Menlo Park; Hybrid | Base + Bonus + Carry Join a highly regarded early-stage venture capital firm investing in the next generation of AI, developer tools, infrastructure, digital biology, and enterprise software. With a strong reputation, experienced leadership, and a collaborative culture, this is a great opportunity to gain meaningful exposure to venture capital finance and operations. Reporting directly to the Controller and working closely with the CFO and external fund administrator, you'll gain hands-on experience across fund accounting, investor reporting, audits, tax, and management company accounting. This is an ideal role for someone who wants broad responsibility, strong mentorship, and the opportunity to grow within a lean, entrepreneurial team. Responsibilities<ul><li>Support fund accounting and reporting across multiple venture funds and related entities</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Maintain reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Support investor reporting and ad hoc requests</li><li>Partner with the external fund administrator</li><li>Support annual audit and tax processes, including K-1 reporting</li><li>Assist with management company and GP accounting</li><li>Support cash reconciliations and month-end close</li><li>Contribute to process improvements, fund launches, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Senior Tax Accountant - Family Office

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

Controller | Private Equity

San Francisco, California
onsite
Permanent / Full Time
250000 - 300000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced Controller to lead the firm’s financial operations.This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth. The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture. Key Responsibilities<ul><li>Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections</li><li>Lead the annual budgeting process, including ongoing updates and financial planning support</li><li>Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor key financial metrics, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners</li><li>Support tax compliance activities, including federal and state income taxes and sales tax requirements</li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
2026-09-15T00:00:00Z

Senior Fund Accountant - Hedge Fund

Walnut Creek, California
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. East Bay | 4 Days Onsite$120,000–$140,000 Base Salary (Stretch) + Bonus Robert Half Financial Services is partnering with a highly respected and rapidly growing investment firm in the East Bay on a Senior Fund Accountant opportunity. This is a great opportunity for someone coming from hedge fund, private equity, venture capital, fund accounting, tax, finance, or investment operations who enjoys working in a hands-on environment and wants a role with broad exposure across the investment platform. The OpportunityThis is a highly visible role with significant variety, autonomy, and opportunity to make an impact. The responsibilities can evolve based on your experience and strengths, giving you the opportunity to take ownership of increasingly complex operational, financial, and project-based initiatives.You’ll work closely with internal teams and external partners and have exposure to multiple investment structures, including open-ended funds and venture capital funds. What You’ll Do<ul><li>Support day-to-day investment and fund operations for open-ended investment funds.</li><li>Reconcile trades, positions, cash, and other investment activity between internal records and external service providers.</li><li>Partner with fund administrators, custodians, brokers, and other external partners to resolve discrepancies and ensure accurate and timely processing.</li><li>Support the full trade lifecycle, including settlements, corporate actions, cash movements, and related operational activities.</li><li>Assist with operational and financial processes across additional fund structures, including venture capital funds.</li><li>Help identify opportunities to improve processes, controls, and operational efficiency.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Work independently while collaborating closely with a highly experienced and knowledgeable team.</li><li>Grow the scope of the role based on your background, interests, and ability to take on new challenges.</li></ul>
2026-09-18T00:00:00Z

Finance Manager - Top Private Equity Firm

San Jose, California
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation! A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Senior Fund Accountant - Top VC Fund

Menlo Park, California
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Fund Accountant | Prosperous Venture Capital Firm | Menlo Park | Hybrid Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team. Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, unlimited PTO and 100% employer-paid medical, dental, and vision for you and your dependents. Responsibilities<ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Fund Accounting Manager | Private Equity

San Francisco, California
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities. If you're currently in public accounting at the Manager or Senior Manager level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance. Responsibilities<ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul>
2026-09-09T00:00:00Z

Director of Finance | Private Equity

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

Senior Wealth Analyst

San Francisco, California
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Anisa Henry is partnering with a well-established wealth management firm is seeking a Senior Wealth Analyst to support advisors and clients across a broad range of financial planning, investment management, and client service functions. This role serves as a key member of the client service team, partnering closely with clients, advisors, and internal stakeholders to coordinate client relationships, manage complex workflows, support portfolio oversight, and deliver comprehensive wealth planning analyses covering areas such as retirement, tax, estate, insurance, philanthropy, education, and cash flow planning. The ideal candidate is highly organized, client-focused, and collaborative, with the ability to manage multiple priorities, contribute to team development, and help deliver an exceptional client experience within a growing and team-oriented advisory environment offering hybrid work flexibility and long-term career growth opportunities. Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-03T00:00:00Z

Controller at Private Equity Firm

San Francisco, California
onsite
Permanent / Full Time
250000 - 325000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller (CFO Track) | Private Equity Firm | San Francisco; Hybrid | Base + Bonus + Carry! Our client is a growth-focused private equity firm investing in middle-market companies across business services, technology, and information sectors. Known for its collaborative and entrepreneurial culture, the firm partners closely with management teams to drive long-term growth and operational excellence. This is a high-visibility leadership role with significant autonomy. You’ll oversee the firm’s finance function, partner directly with senior leadership, and play a key role in financial strategy and operations. Responsibilities<ul><li>Oversee treasury operations including capital calls, distributions, and cash management</li><li>Manage cash flow forecasting and the annual budgeting process</li><li>Lead monthly closes and financial reporting for funds and GP entities</li><li>Oversee outsourced accounting operations and expense approvals</li><li>Manage fund administrator relationships and investment cash flow tracking</li><li>Prepare quarterly financial reporting and investment performance summaries</li><li>Lead annual audit and tax processes</li></ul> For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Senior Accountant @ Top Investment Firm

San Francisco, California
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Accountant | Investment Firm | San Francisco | Base + Bonus + Profit Sharing Join a leading global private investment firm in a highly visible role supporting complex GP and partner investment structures. You'll work closely with senior stakeholders and collaborate across accounting, tax, legal, and investor relations, providing broad exposure beyond traditional fund accounting. This is an excellent opportunity for someone who wants to deepen their private markets experience while gaining exposure to partner reporting, investment structures, and GP operations. The team also values automation, AI, and process improvement, giving you the opportunity to help modernize reporting and workflows. Responsibilities<ul><li>Support administration and reporting for GP and LP investment interests </li><li>Prepare and reconcile capital calls, distributions, transfers, and capital account activity </li><li>Support quarterly and year-end reporting across domestic and international entities </li><li>Track deferred compensation, fee waivers, elections, and private investment allocations </li><li>Coordinate new investment activity and related documentation </li><li>Partner with internal teams and third-party administrators on investment matters </li><li>Maintain reporting tools, controls, and data accuracy </li><li>Drive automation, AI, and process improvements </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z

Senior Estate Planning Attorney

San Jose, California
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
We are looking for an accomplished Senior Estate Planning Attorney to support sophisticated estate matters in San Jose, California. This position focuses on guiding complex trust and probate administrations while developing tailored planning strategies for high-net-worth individuals and families. The attorney in this role will manage tax-related filings, fiduciary accounting review, and the legal structuring needed to carry out effective wealth transfer plans. Responsibilities: • Lead trust and probate administration matters from court filings and early case assessment through closing and final transfer of assets. • Oversee the appraisal and categorization of estate holdings, while directing the preparation of legal documents needed for marshaling and distribution. • Prepare and review estate, gift, and related tax filings to support compliance and effective transfer planning. • Analyze and finalize fiduciary accountings to ensure accurate reporting for estates and trusts under administration. • Design customized estate planning strategies for individuals and families with complex asset profiles and unique succession goals. • Establish and structure trust-based entities that align with client objectives, tax considerations, and long-term asset protection needs. • Advise on property tax matters connected to estate and trust holdings, including administrative filings and related compliance obligations. • Collaborate with clients, fiduciaries, accountants, and other advisors to move matters forward efficiently and resolve issues as they arise.
2026-09-18T00:00:00Z

Senior Fund Accountant

San Francisco, California
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Fund Accountant | Investment Firm | San Francisco Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Senior Property Accountant

San Francisco, California
onsite
Temporary / Contract
40 - 50 USD / Hourly
Robert Half is looking for a Senior Property Accountant to join its accounting team in San Francisco. This role will oversee the financial operations of a portfolio of affordable and supportive housing properties, ensuring accurate financial reporting, regulatory compliance, and strong fiscal stewardship. The ideal candidate will bring deep property accounting experience, strong general ledger expertise, and hands-on Yardi experience. This is a contract to hire position in San Francisco, CA and is 100% onsite. <ul><li>Manage full-cycle property accounting for a portfolio of properties, including general ledger maintenance, journal entries, account reconciliations, and month-end/year-end close.</li><li>Prepare monthly financial statements, variance analyses, budget-to-actual reporting, and financial reports for management, auditors, investors, and regulatory agencies.</li><li>Monitor property budgets, tenant receivables, rental subsidies, grants, and restricted funding while ensuring compliance with affordable housing regulations and reporting requirements.</li><li>Oversee accounts payable processes, including invoice review, coding, vendor management, payment processing, and maintaining accurate records within Yardi.</li><li>Partner with property management and operations teams on audits, budget preparation, compliance initiatives, and financial performance across the property portfolio.</li></ul>
2026-09-21T00:00:00Z

Senior Financial Analyst

San Francisco, California
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Analyst | Investment Firm | San Francisco Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Senior Wealth Manager

San Francisco, California
onsite
Permanent / Full Time
250000 - 325000 USD / Yearly
Anisa Henry is partnered with an established wealth management firm seeking an experienced Senior Wealth Manager to lead complex client relationships, deliver comprehensive planning and investment advice, and collaborate with specialized professionals to support affluent and ultra-high-net-worth clients. This position offers a collaborative environment, leadership responsibilities, business development opportunities, and hybrid workplace flexibility. Why Join This Opportunity?This is an excellent opportunity to join a fast-growing, team-oriented wealth management practice that values collaboration, professional development, and work-life balance. The culture is highly supportive and collegial, with open communication across all levels of the organization and a shared commitment to client success. Team members enjoy a flexible hybrid work environment, a relaxed and approachable atmosphere, and meaningful opportunities for continued education and professional growth. The firm actively invests in employee development and encourages long-term career progression. Key Responsibilities<ul><li>Manage and deepen long-term client relationships</li><li>Lead the development and implementation of comprehensive wealth management strategies</li><li>Guide portfolio construction and investment oversight</li><li>Coordinate with internal specialists and external professionals to address client needs</li><li>Lead financial planning across tax, estate, retirement, insurance, and related areas</li><li>Oversee client meetings, service delivery, and onboarding processes</li><li>Mentor team members and contribute to a collaborative client service culture</li><li>Support referral generation, community engagement, and business development initiatives</li></ul>Benefits & Perks<ul><li>Competitive benefits package available</li><li>20 days of paid time off, with increased accrual based on tenure</li><li>Medical, dental, and vision insurance with significant employer contribution for employees and dependent coverage</li><li>Employer-sponsored profit-sharing program with quarterly contributions</li><li>Paid parental leave for both primary and secondary caregivers</li><li>Charitable gift matching program up to an annual maximum</li></ul>
2026-09-03T00:00:00Z

Venture Capital - Fund Accountant

Menlo Park, California
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accountant | Venture Capital Firm | Menlo Park; Hybrid | Base + Bonus + Carry! Join a highly regarded early-stage venture capital firm investing in the next generation of AI, developer tools, infrastructure, digital biology, and enterprise software. With a strong reputation, experienced leadership, and a collaborative culture, this is a great opportunity to gain meaningful exposure to venture capital finance and operations. Reporting directly to the Controller and working closely with the CFO and external fund administrator, you'll gain hands-on experience across fund accounting, investor reporting, audits, tax, and management company accounting. This is an ideal role for someone who wants broad responsibility, strong mentorship, and the opportunity to grow within a lean, entrepreneurial team. Responsibilities<ul><li>Support fund accounting and reporting across multiple venture funds and related entities</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Maintain reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Support investor reporting and ad hoc requests</li><li>Partner with the external fund administrator</li><li>Support annual audit and tax processes, including K-1 reporting</li><li>Assist with management company and GP accounting</li><li>Support cash reconciliations and month-end close</li><li>Contribute to process improvements, fund launches, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Senior Project Accountant

Oakland, California
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for an experienced Senior Project Accountant to support the financial management of construction-focused projects in Oakland, California. This role will oversee project-level accounting activities, help maintain accurate financial reporting, and partner with operational teams to keep budgets, billing, and cost tracking aligned. The ideal candidate brings strong knowledge of project accounting systems and can work confidently across multiple projects in a deadline-driven environment. Responsibilities:<ul><li>Serve as the primary finance/accounting contact for clients.</li><li>Review, reconcile, and maintain accurate financial records and GL accounts.</li><li>Prepare financial statements, budgets, forecasts, journal entries, and management reports.</li><li>Analyze revenue, expenses, and financial trends to support planning and decision-making.</li><li>Assist with month-end close, audits, and special projects.</li><li>Identify accounting issues, recommend process improvements, and ensure data accuracy.</li><li>Train Project Accountants and help develop procedures and client training materials.</li><li>Perform additional duties as needed.</li></ul>
2026-09-08T00:00:00Z

Private Foundation - Senior Accountant

Palo Alto, California
onsite
Permanent / Full Time
110000 - 145000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Accountant | Private Foundation | Palo Alto; Hybrid (1-2 Days Onsite) Join a highly respected, mission-driven private foundation supporting meaningful work across education, the environment, the arts, and community impact. This is an excellent opportunity to join a stable, collaborative finance team where accounting directly supports the organization’s broader mission. Reporting to the Assistant Controller, you’ll gain broad exposure across general ledger, financial reporting, treasury, budgeting, audit, and financial analysis. The organization offers exceptional work/life balance, long-term stability, generous benefits, and a values-driven culture. Responsibilities<ul><li>Support monthly/annual close, GL, journal entries, and reconciliations</li><li>Prepare financial reporting and ensure accurate accounting</li><li>Support annual financial statement audit and external auditors</li><li>Assist with annual budgeting, forecasting, and variance analysis</li><li>Manage banking relationships and treasury activities</li><li>Support accounting treatment for complex transactions and new activities</li><li>Identify opportunities to improve processes and internal controls</li><li>Partner cross-functionally with finance, leadership, and program teams</li><li>Participate in cross-training and broader finance initiatives</li></ul> For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z

Senior Accountant (GL) - Investment Firm

San Francisco, California
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a leading global investment firm seeking a Senior GL Accountant to join its established Finance team.This is a great opportunity for someone with strong accounting fundamentals who wants broad exposure across GL accounting, financial reporting, FP&A, and process improvement within a sophisticated investment environment. What You’ll Do<ul><li>Handle journal entries, account reconciliations, and key month-end close activities.</li><li>Prepare financial statements, schedules, and management reporting.</li><li>Analyze variances and support budgeting and forecasting.</li><li>Maintain accurate accounting records in NetSuite.</li><li>Assist with internal and external audit requests.</li><li>Ensure accounting practices align with US GAAP and internal controls.</li><li>Identify ways to streamline and automate accounting processes.</li><li>Partner with Finance on system enhancements, special projects, and ad hoc analysis.</li></ul>
2026-09-10T00:00:00Z

Senior Financial Risk Analyst

Menlo Park, California
onsite
Temporary / Contract
45.809 - 53.042 USD / Hourly
We are looking for a Senior Financial Risk Analyst to join a Long-term Contract opportunity based in Menlo Park, California. In this role, you will help strengthen the organization’s approach to liquidity and market risk by delivering thoughtful analysis, practical forecasting insights, and decision-ready reporting. The position works closely with partners across Treasury, Finance, Product, Data, and Engineering to support informed risk decisions in a fast-moving business environment. Responsibilities: • Assess enterprise-wide financial exposures and highlight material risk developments for leadership through clear, data-driven analysis. • Examine liquidity and market risk trends by performing quantitative reviews that surface vulnerabilities and emerging areas of concern. • Build, refine, and maintain forecasting approaches and analytical models that support ongoing financial risk evaluation. • Provide treasury-focused analysis related to liquidity positioning, capital considerations, and counterparty risk exposure. • Collaborate with cross-functional teams to identify financial risk implications tied to new business initiatives, products, and strategic changes. • Prepare regular executive-facing reports as well as custom analyses that translate complex findings into actionable insights. • Strengthen risk management processes, reporting routines, and internal controls to improve accuracy, efficiency, and consistency. • Use SQL and Python-based analysis to organize data, test assumptions, and support scalable risk monitoring frameworks.
2026-09-21T00:00:00Z

Senior Finance Manager

Oakland, California
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an accomplished Senior Finance Manager to lead real estate finance activities for a mission-driven organization in Oakland, California. In this position, you will work closely with executive leadership, development, and property management teams to guide budgeting, portfolio analysis, compliance oversight, and long-range financial planning. This role is ideal for a finance leader who brings strong real estate expertise, sound judgment, and a hands-on approach to improving reporting, controls, and decision support. Responsibilities: • Lead financial oversight for a real estate portfolio, including annual budgets, periodic forecasts, cash planning, banking activity, and debt-related reporting. • Create and refine financial models that support acquisitions, valuations, capital planning, and performance analysis across property assets and related entities. • Produce monthly, quarterly, and year-end financial packages with budget-to-actual commentary, management insights, and supporting schedules for leadership review. • Partner with real estate development and property management teams to evaluate opportunities, assess operating results, and inform strategic business decisions. • Monitor compliance with lender, contract, and funding requirements while ensuring reporting obligations and cost allocations are completed accurately and on time. • Oversee property-level accounting coordination and post-acquisition finance activities to maintain reliable records and smooth operational integration. • Manage methodologies for shared property expense allocations, tenant billings, and recovery tracking to support accurate reporting and reimbursement. • Support external audits, tax-related deliverables, and financial institution relationships while strengthening internal controls and reporting processes. • Supervise and coach finance staff, fostering accountability, collaboration, and continuous improvement across the team.
2026-09-08T00:00:00Z

VC Fund Accountant

Menlo Park, California
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accountant | Venture Capital Firm | Menlo Park | Base + Bonus + Carry Join a highly regarded early-stage venture capital firm investing in the next generation of AI, developer tools, infrastructure, digital biology, and enterprise software. With a strong reputation, experienced leadership, and a collaborative culture, this is a great opportunity to gain meaningful exposure to venture capital finance and operations. Reporting directly to the Controller and working closely with the CFO and external fund administrator, you'll gain hands-on experience across fund accounting, investor reporting, audits, tax, and management company accounting. This is an ideal role for someone who wants broad responsibility, strong mentorship, and the opportunity to grow within a lean, entrepreneurial team. Responsibilities<ul><li>Support fund accounting and reporting across multiple venture funds and related entities</li><li>Assist with capital calls, distributions, management fees, and fund expenses</li><li>Maintain reconciliations, schedules, and supporting workpapers</li><li>Track investment activity, commitments, and capital balances</li><li>Support investor reporting and ad hoc requests</li><li>Partner with the external fund administrator</li><li>Support annual audit and tax processes, including K-1 reporting</li><li>Assist with management company and GP accounting</li><li>Support cash reconciliations and month-end close</li><li>Contribute to process improvements, fund launches, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-18T00:00:00Z

Wealth Analyst at Wealth Management Firm

San Francisco, California
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco; Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs</li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses</li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing</li><li>Prepare client meeting materials and participate in meetings and follow-ups</li><li>Manage client workflows, account administration, and ongoing communication</li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-19T00:00:00Z