<p><strong>Assistant Controller – Venture Capital</strong></p><p>📍 Palo Alto, CA | Hybrid / <strong>Remote Option</strong></p><p>💰 $150–180k base + Bonus + Carry Potential</p><p> </p><p>📩 <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with an established and growing venture capital firm based in Palo Alto that is seeking an <strong>Assistant Controller</strong> to support and help scale its internal finance function. With over $500M in assets under management across four active funds—and a fifth fund launching soon—this is a critical hire as the firm prepares for its next phase of growth.</p><p> </p><p><strong>About the Role:</strong></p><p>This is a hands-on position for a finance professional with strong fund accounting experience who is ready to take on a high-impact role. Reporting directly to the Founding Partner, the Assistant Controller will work as the key internal finance resource—supporting fund operations and managing relationships with external vendors including the fund administrator, tax advisors, auditors, and a fractional CFO.</p><p>This is an excellent opportunity for someone who thrives in a lean, entrepreneurial environment and is eager to grow with the firm by refining systems, supporting infrastructure development, and playing an integral part in future fundraising cycles.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Support all fund and management company accounting</li><li>Assist with audits and tax processes alongside external providers</li><li>Help maintain reporting to LPs, including capital calls and distributions</li><li>Monitor cash flow and support capital planning across entities</li><li>Contribute to the buildout of internal financial controls and processes</li><li>Prepare internal financial reports and LP-facing dashboards</li><li>Assist in fund modeling, valuations, and fundraising preparation</li><li>Partner closely with the Founder and leadership team on strategic initiatives</li></ul>
<p>We are seeking a detail-oriented and proactive Property Management Coordinator to oversee and enhance operations related to building facility inspections, board meeting support, vendor management, and compliance with community governing documents. This role requires a strong ability to communicate effectively with Boards of Directors, vendors, and residents, while ensuring timely execution of tasks and adherence to applicable regulations, including Davis-Stirling Act requirements.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Facility Inspections and Maintenance Coordination:</strong></li></ol><ul><li>Conduct routine site inspections to assess building facilities and common areas, documenting necessary repairs or improvements.</li><li>Compile actionable follow-up lists and oversee resolution of identified issues, coordinating with vendors and stakeholders as required.</li></ul><ol><li><strong>Meeting and Administrative Support:</strong></li></ol><ul><li>Prepare and distribute professional board meeting packages within designated timeframes, ensuring compliance with Davis-Stirling Act requirements.</li><li>Attend board meetings in accordance with the Management Agreement, providing input, recording minutes, and drafting detailed follow-up item lists.</li><li>Handle inquiries and directives from Boards of Directors for assigned properties with responsiveness and professionalism.</li></ul><ol><li><strong>Vendor Proposal Management and Project Oversight:</strong></li></ol><ul><li>Facilitate procurement by obtaining and reviewing vendor proposals at the instruction of Boards of Directors.</li><li>Assist in preparing scopes of work for regular maintenance and special projects, ensuring alignment with community goals and standards.</li></ul><ol><li><strong>Budget Preparation and Financial Analysis:</strong></li></ol><ul><li>Collaborate with the Accounting Department to develop annual budgets and supporting documentation for member distribution.</li><li>Review budget comparisons for accuracy, analyze variances, and propose corrective measures to optimize financial reporting.</li><li>Approve invoices and monitor financial reports to ensure compliance with established budgets.</li></ul><ol><li><strong>Community Communications and Compliance:</strong></li></ol><ul><li>Draft and distribute notices, mailings, and email blasts as directed by Boards of Directors, ensuring adherence to Davis-Stirling Act guidelines.</li><li>Manage the issuance of violation notices and other communications in accordance with governing documents and community standards.</li></ul><ol><li><strong>Calendar and Disclosure Management:</strong></li></ol><ul><li>Maintain and update annual community calendars, ensuring timely execution of monthly responsibilities, including disclosures mandated by the Davis-Stirling Act.</li></ul><p><br></p><p><br></p>
<p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
<p>Robert Half is hiring a detail-oriented <strong>Full-Time Engagement Professional: Full-Charge Bookkeeper</strong> to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> program. This role offers full-time employment with Robert Half while allowing you to work on diverse client projects across industries. You'll deliver impactful financial management solutions, gain variety in your work, and enjoy the stability of a full-time career with us.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>· Oversee the entire bookkeeping process, including accounts payable, accounts receivable, and payroll functions.</p><p>· Manage the general ledger, reconcile accounts, and maintain accurate financial records.</p><p>· Prepare and analyze financial reports such as income statements, balance sheets, and cash flow statements.</p><p>· Assist with budgeting, forecasting, and other financial planning activities.</p><p>· Manage month-end and year-end close processes efficiently and on time.</p><p>· Ensure compliance with accounting policies, tax regulations, and internal controls.</p><p>· Provide support for audits by preparing relevant documentation and responding to auditor inquiries.</p><p>· Implement best practices to streamline and enhance financial processes.</p><p>· Collaborate with client teams to evaluate and address their unique bookkeeping and financial management needs</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Accounting Manager </strong>at a <strong>Thriving Real Estate Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow professionally all with a competitive salary, full benefits, and a supportive culture.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and property accounting reviews, audits, and financial statements.</li><li>Conduct quarterly property financial reviews and ensure LPA compliance.</li><li>Prepare and improve reporting for management and investors, including KPI dashboards.</li><li>Support cash flow forecasting and liquidity planning.</li><li>Collaborate with fund administration teams on processes and deliverables.</li><li>Oversee financials for acquisitions and post-closing prorations.</li><li>Lead system implementations and streamline processes.</li><li>Maintain financial policies and assist with treasury management.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Robert Half Consulting is looking for a Full Charge Bookkeeper! </strong>We’re looking for a dedicated professional with solid GAAP expertise, strong communication abilities, and a proactive, solution-focused mindset.</p><p>If you’re driven, enjoy account management, reconciling balances, and finding effective solutions, we’d love to hear from you!</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p>
<p>We are looking for a dynamic Financial Analyst/Manager to join our team in Mountain View, California. In this role, you will act as a strategic partner, combining financial expertise with forward-thinking analysis to support business growth. This position offers an exciting opportunity to oversee financial planning, provide actionable insights, and contribute to strategic decision-making in a fast-paced environment. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Create budget and forecast presentations with key performance insights and cash impact</li><li>Analyze business scenarios to guide investment and resource allocation decisions</li><li>Conduct variance analysis and improve forecast accuracy</li><li>Perform financial analysis and build strategic models for leadership decision-making</li><li>Develop financial plans and analysis aligned with strategic objectives</li><li>Partner with teams to prepare and manage budgets and forecasts</li><li>Assist with investor due diligence and annual audit preparation</li><li>Contribute to the monthly financial close process</li><li>Provide ad hoc financial analysis and modeling support</li></ul>
<p>Are you tired of crazy hours, high stress and lack of promotions with your large firm? We can change all that! We are offering an exciting opportunity for a Tax Manager - Public in a CPA firm based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. The role requires diligent monitoring of tax laws and ensuring our company's tax compliance. There is a partnership opportunity in as soon as 3 years!</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research on tax-related matters.</p><p>• Undertake the preparation and review of tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth.</p><p>• Recognize and execute opportunities to minimize effective tax rates.</p><p>• Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks.</p><p>• Apply knowledge of Accounting Functions and Annual Income Tax Provision in daily tasks.</p><p>• Ensure compliance with all relevant laws and regulations.</p><p>• Advise on Entity Formation based on tax considerations.</p><p>• Utilize CCH ProSystem Fx for tax processes and procedures.</p>
<p>A boutique, family-owned winery is seeking a Controller to oversee all aspects of financial operations and provide strategic financial leadership. This role is responsible for ensuring strong internal controls, accurate financial reporting, and effective inventory costing in partnership with production. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced environment where confidentiality and accuracy are key.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><ul><li>Lead the preparation of timely, accurate monthly financial statements.</li><li>Review and finalize monthly, quarterly, and annual reporting packages in full compliance with GAAP.</li><li>Develop and maintain cash flow forecasts to guide business decisions.</li><li>Consolidate financial results across multiple entities.</li><li>Oversee account reconciliations and ensure accuracy across all ledgers.</li><li>Manage select California and TTB compliance reporting, and coordinate with outside consultants as needed.</li><li>Supervise, mentor, and inspire a small accounting team.</li><li>Manage banking relationships, reporting, and compliance requirements.</li><li>Implement and refine processes to strengthen internal controls.</li><li>Interpret and analyze complex financial data to provide insights and recommendations for improved profitability.</li><li>Direct annual financial statement reviews and coordinate tax preparation.</li><li>Take ownership of special projects that support the winery’s growth and efficiency.</li></ul><p><br></p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a permanent <strong>Family Office Controller</strong> based in San Francisco.</p><p> </p><p>Our client is a well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued.</p><p> </p><p>This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting</li><li>Review and analyze financial statements prior to submission to external CPAs</li><li>Support tax compliance and planning, including reviewing returns prepared externally</li><li>Collaborate with internal stakeholders to address the financial and operational needs of multiple entities</li><li>Oversee accounting for specialized portfolio industries, including real estate and niche operations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Position Summary</strong></p><p>We are seeking a strategic and hands-on <strong>Manager of Reconciliations Accounting</strong> to lead the organization’s general ledger (GL) reconciliation function. This role is responsible for overseeing reconciliation governance, process improvement, automation, and team leadership. The ideal candidate will bring deep technical expertise, strong leadership skills, and a continuous improvement mindset to ensure timely, accurate, and compliant reconciliation processes.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the end-to-end GL account reconciliation process, including oversight of internal and outsourced teams</li><li>Develop and maintain reconciliation standards, process documentation, and performance metrics</li><li>Drive automation initiatives using reconciliation tools (e.g., BlackLine) and other technologies</li><li>Ensure timely identification, resolution, and reporting of reconciling items</li><li>Monitor aging of reconciling items and ensure appropriate reserves and write-offs</li><li>Collaborate with internal stakeholders (Accounting, Operations, Data, etc.) to support GL integrity</li><li>Serve as liaison with auditors, regulators, and senior leadership</li><li>Prepare and deliver reports and presentations to internal and external stakeholders</li><li>Maintain process flow documentation and lead continuous improvement initiatives</li></ul><p><strong>Benefits Overview</strong></p><ul><li><strong>Health & Wellness:</strong> Comprehensive medical, dental, vision, and life insurance</li><li><strong>Financial Wellness:</strong> 401(k) with employer match, bonus opportunities, tuition reimbursement</li><li><strong>Work-Life Balance:</strong> Generous PTO, paid holidays, hybrid work schedule</li><li><strong>Professional Development:</strong> Internal mobility, training programs, and volunteer opportunities</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are seeking a detail-oriented and motivated Accounts Receivable Specialist to join our finance team in the manufacturing sector. This role is offering the chance to demonstrate your expertise and grow into a permanent position. The ideal candidate has strong organizational skills, a solid background in receivables, and thrives in a fast-paced, deadline-driven environment.</p><p><br></p><p>Key Responsibilities</p><p><br></p><ul><li>Process and post customer payments accurately and in a timely manner</li><li>Manage collections activities, including monitoring aging reports and following up on overdue accounts</li><li>Reconcile customer accounts and resolve discrepancies</li><li>Prepare and distribute monthly statements and reports</li><li>Partner with internal teams to ensure invoicing accuracy and resolve billing issues</li><li>Assist with month-end closing and support audits as needed</li><li>Maintain accurate and up-to-date customer files and records</li></ul><p><br></p><p><br></p>
Accounts Receivable Specialist Overview Dynamic manufacturing company is seeking a skilled Accounts Receivable (AR) Specialist to join our team! This role is critical in ensuring the financial health of the company by managing and reducing outstanding receivable balances. The ideal candidate will work closely with cross-functional teams, including sales, to investigate and resolve billing discrepancies and maintain positive client relationships. Key Responsibilities Accounts Receivable Management: Monitor, review, and manage outstanding accounts receivable balances to improve cash flow. Follow up with customers on overdue payments via phone, email, or written communication in a timely, detail oriented manner. Billing Discrepancy Resolution: Collaborate with the sales team to investigate and resolve billing discrepancies or disputes promptly. Research and reconcile invoice errors, credit memos, and payment misapplications. Customer Communication: Act as the primary point of contact for customer account inquiries, providing resolutions efficiently. Build and maintain strong working relationships with clients to ensure clear communication and mutual understanding of account expectations. Reporting & Documentation: Prepare, review, and analyze aging reports to identify and prioritize collection efforts. Record and maintain accurate documentation of collection activity in compliance with company policies and procedures. Process Improvement: Recommend and implement process improvements to streamline billing and collections workflows. Posted by Recruiting Director Scott G. Moore (See LinkedIn Also)
<p>Part-time AP Clerk</p><p>$40-$41/hour</p><p>18 - 20 hours per week</p><p>● Set up new vendors in the financial system and ensure the W9 information is accurately entered into the system to process 1099 forms at year-end properly. </p><p>● Match all purchase orders to invoices. </p><p>● Review all invoices/expense reports for proper documentation, GL account coding, and approval before payment processing. </p><p>● Prepare all checks and ACH bank drafts, match invoices to checks, obtain all check signatures, and distribute checks. </p><p>● Prepare analysis of vendor accounts, as required. </p><p>● Reconcile vendor statements and research and correct discrepancies. </p><p>● Maintain good relationships with vendors, answer all vendor inquiries, and ensure our accounts are in good standing. </p><p>● Maintain all accounts payable reports and respective vendor payable files. </p><p>● Review the AP aging report monthly and follow up on all outstanding payables over 30 days. </p><p>● Match the AP aging report to the accounts payable general ledger balance monthly. </p><p>● Prepare and report 1099s to IRS and vendors at year-end. </p><p>● Manage and reconcile school credit card balances and payments. </p><p>● Work with facilities on maintaining school vehicle registrations, gas & maintenance receipts. </p><p>● Review and follow up with outstanding checks and report unclaimed property. </p><p>● Maintain office supply inventory and order as needed. </p><p>● Manage postage & coffee/water machines and staff coffee/tea supplies. </p><p>● Obtain ABC License (Alcoholic Beverage Control) for fundraising events. </p><p>● Ensure all reporting deadlines are met. </p><p>● Assist in the annual audit, prepare all required AP schedules, and pull files for the auditors.</p>
<p>We are looking for an experienced and detail-oriented Assistant Controller to join our team in Marin County, California. This role plays a key part in managing financial operations, ensuring compliance, and supporting organizational goals through accurate reporting and analysis. The ideal candidate will have a strong background in accounting, payroll processing, and financial systems, as well as a proven ability to handle multi-state payroll and collaborate across departments.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze special financial reports, including cash flow, vendor activity, receivables, and bank fees, as requested by the Controller.</p><p>• Perform monthly bank and account reconciliations to ensure accuracy and compliance.</p><p>• Assist in the preparation of financial statements and support the Controller in annual budget planning.</p><p>• Collaborate with the IT team to maintain and enhance accounting systems for optimal functionality.</p><p>• Supervise and train accounting personnel responsible for detailed entries and internal financial reporting both locally and at branch offices.</p><p>• Support the annual review process conducted by external auditors and provide necessary documentation.</p><p>• Oversee multi-state payroll processing, including calculating wages, bonuses, overtime, and deductions, while ensuring compliance with tax withholding requirements.</p><p>• Manage vacation and sick leave accruals and prepare payroll billings for branch offices.</p><p>• Generate and review payroll reports using ADP Workforce Now and related systems, ensuring accuracy and timeliness.</p><p>• Address employee inquiries related to payroll and prepare semi-monthly reports for employee contribution submissions</p>
<p>Seeking a part time or full time Administrative Assistant who has experience performing Accounts Payable in QuickBooks. Work in a fast paced small office environment in beautiful downtown Walnut Creek.</p><p>Long term contract for 3-6 months. </p><p><br></p><p>Job Duties:</p><ul><li>Perform full cycle accounts payable - matching, batching and coding invoices</li><li>Support office staff with a variety of administrative tasks</li><li>Prepare daily logs for checks received</li><li>Stamp checks for deposit and prepare bank deposits </li><li>Sort Vendor invoices between one retail property and management company and prepare for coding</li><li>Stamp and code payables and obtain approval from Property Manager or Owner</li><li>Run checks (50-60 per month) on or about 10th of month and 25th of month</li><li>Assemble and mail checks</li><li>Order supplies, contact vendor for equipment malfunctions</li><li>Review, track and Maintain current Vendor insurance certificates</li></ul>
<p>We are looking for an experienced Financial Business Analyst to join our team on a long-term consulting basis. This position will play a pivotal role in transforming financial systems and processes, collaborating with stakeholders to enhance operational efficiency and ensure accurate financial reporting. Based in Menlo Park, California (3 days/week onsite), this role offers the opportunity to contribute to strategic initiatives within a dynamic and evolving business environment. </p><p><br></p><p>Our client is requiring proficiency in Oracle Cloud as a requirement. You should have experience with UAT (user acceptance testing) with a newly implemented Oracle Cloud system. This role begins as soon as October 6, 2025. Please apply today!</p><p><br></p><p>Responsibilities:</p><p><strong>Take the lead on Oracle Cloud</strong> by driving hands-on systems integration, optimization, and enhancements across finance functions.</p><p><strong>Transform core processes</strong>—record-to-report, procure-to-pay, and order-to-cash—through innovative Oracle Cloud solutions.</p><p><strong>Partner with IT and business teams</strong> to design, implement, and maintain integrated systems that deliver measurable impact.</p><p><strong>Own execution</strong> from requirements gathering and documentation to user acceptance testing and training, ensuring smooth system rollouts.</p><p><strong>Deliver clarity and alignment</strong> with regular updates, risk assessments, and stakeholder communication.</p><p><strong>Champion continuous improvement</strong> by applying deep Oracle Cloud expertise and staying on top of emerging technologies.</p>
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p>About the Role</p><p>We are seeking a Finance Analyst to join our team in Fremont, CA. This hybrid role offers an opportunity to partner with the Finance Manager and Financial Analysts to support operational, reporting, and reconciliation tasks that drive accuracy and efficiency across the business.</p><p>This is a temporary assignment with the potential for extension or conversion to a full-time position.</p><p>Key Responsibilities</p><p>Purchase Order & Invoice Coordination:</p><ul><li>Manage PO approvals in collaboration with the Finance Manager.</li><li>Track POs and invoices for accuracy and timely processing.</li></ul><p>Excel-Based Reporting:</p><ul><li>Maintain financial trackers and Smartsheets.</li><li>Compile savings reports and create pivoted financial data views for stakeholders.</li></ul><p>Financial Reconciliation:</p><ul><li>Perform reconciliations across accounts and cost centers.</li><li>Validate and clean up invoice data (non-stock related).</li></ul><p>Expense Management:</p><ul><li>Act as first-line approver for expense reports.</li><li>Ensure accurate coding and billing allocation of expenses.</li></ul><p>Ad Hoc Analysis & Projects:</p><ul><li>Support analysts with custom reporting, special projects, and multi-tasking requests.</li><li>Contribute to data analysis that informs business decisions.</li></ul><p>Process Knowledge & Collaboration:</p><ul><li>Apply a broad understanding of financial principles and workflows.</li><li>Partner across finance, operations, and procurement to improve processes.</li></ul>
<p><strong>Senior Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An independent RIA firm in the Bay Area is seeking a Senior Wealth Manager to lead high-value client relationships, mentor junior advisors, and contribute to firm-wide strategic initiatives. This is a unique opportunity for a seasoned professional to join a collaborative, client-first team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, emphasizing personal fulfillment, empowerment, and community engagement. Advisors are encouraged to think beyond financial returns and help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Senior Wealth Manager will manage a personal book of business, source and close new client relationships, and play a leadership role in firm growth. The ideal candidate thrives in a values-driven environment and is ready to take on strategic and mentoring responsibilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and adjust plans covering retirement, tax, estate, investment, and risk management</li><li>Mentor associate advisors and foster a culture of excellence</li><li>Ensure compliance with regulatory standards and firm policies</li><li>Source and close new client relationships aligned with firm strategy</li><li>Engage with centers of influence to generate referrals</li><li>Participate in marketing, networking, and community events</li><li>Lead initiatives to improve processes and client experience</li><li>Collaborate with leadership on strategic goals</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Percentage of revenue managed plus goals-based bonus</li><li>Potential for equity ownership</li><li>401(k) with company match</li><li>Paid time off and holidays</li><li>Leadership opportunities within the firm</li><li>Access to advanced training, conferences, and industry networking</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect</p>
<p>Jackie Meza with Robert Half is looking for an experienced Accounting Manager to lead the financial operations of a well-established construction company in Stockton. This role involves overseeing the accounting department to ensure accuracy, compliance, and efficiency in all financial activities. The ideal candidate will have a strong background in construction accounting and the ability to manage complex financial reporting and processes. Contact Jackie Meza today for details at 209.227.6563 </p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise the accounting team to ensure smooth and accurate financial operations.</p><p>• Prepare and analyze balance sheets, financial statements, and monthly reports.</p><p>• Manage Work-In-Progress (WIP) schedules and ensure timely updates.</p><p>• Oversee accounts payable and accounts receivable processes to maintain efficiency.</p><p>• Implement and monitor budgets, ensuring compliance with industry standards.</p><p>• Conduct audits and reviews to ensure regulatory compliance and accuracy.</p><p>• Utilize construction-specific accounting software, such as Foundation Software, to streamline processes.</p><p>• Drive improvements in accounting procedures and workflows.</p><p>• Collaborate with other departments to provide financial insights and support.</p><p>• Ensure timely completion of month-end and year-end close procedures.</p>
<p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Wealth Manager</strong>. This is a unique opportunity to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true wealth for its clients — emphasizing well-being, personal fulfillment, and empowerment.</p><p><br></p><p>As a Wealth Manager, you’ll be a central part of the advisory team, managing client relationships, delivering comprehensive financial planning, and supporting firm growth. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to step into a client-facing role with greater ownership, career development, and the chance to help clients achieve both financial goals and life aspirations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and grow client relationships with a planning-first approach.</li><li>Deliver tailored financial plans and investment advice.</li><li>Support business development through client referrals and networking.</li><li>Contribute to team culture and professional development.</li><li>Ensure compliance and maintain accurate client records.</li></ul>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p><strong>Wealth Manager</strong></p><p><strong>Location:</strong> North Bay Area</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A respected independent Registered Investment Advisor (RIA) firm in the North Bay is seeking a <strong>Wealth Manager</strong> to join its collaborative and client-focused team. This is an exciting opportunity for an experienced advisor to manage high-net-worth relationships, deliver comprehensive financial planning, and contribute to the growth of a values-driven firm.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is committed to helping clients achieve a holistic sense of wealth—defined not just by financial success, but by personal fulfillment, well-being, and impact. Advisors are empowered to build meaningful relationships and deliver high-touch service that aligns with this philosophy.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Wealth Manager will serve as a trusted advisor to a growing book of high-net-worth clients, providing tailored financial planning and investment advice. This role is ideal for professionals with 5+ years of experience who are ready to take on more responsibility and grow within a dynamic team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Serve as lead advisor for high-net-worth clients</li><li>Deliver personalized financial planning and investment advisory services</li><li>Manage and grow client relationships through firm referrals and personal efforts</li><li>Provide proactive, high-touch service aligned with the firm’s values</li></ul><p><strong>Financial Planning & Wealth Management</strong></p><ul><li>Develop and execute financial plans covering retirement, tax, estate, investment, and risk management</li><li>Regularly review and adjust plans and portfolios based on client goals and market conditions</li></ul><p><strong>Business Development</strong></p><ul><li>Support senior advisors in client acquisition</li><li>Build relationships within the firm’s network and participate in community events</li></ul><p><strong>Professional Growth & Contribution</strong></p><ul><li>Engage in firm-wide initiatives to enhance client experience and operational efficiency</li><li>Pursue ongoing professional development and stay current with industry best practices</li></ul><p><strong>Compliance & Record-Keeping</strong></p><ul><li>Ensure adherence to regulatory standards and firm policies</li><li>Maintain accurate records of client interactions and financial strategies</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
