<p>We are in the search for a meticulous Controller to become a part of our client's dynamic team in the agriculture industry based in the Stanislaus County. As the Controller, your primary role will be to manage our financial statements, oversee the accounting and customer service staff, and ensure compliance with regulatory and taxation laws. You will also play a crucial role in planning inventory counts and managing month-end close and budget planning. Call or text Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and management of staff performing crucial accounting and customer service tasks.</p><p>• Analyze the company's revenues and expenses to provide valuable insights for decision-making processes.</p><p>• Prepare and manage monthly financial statements for multiple companies, including the necessary elimination entries.</p><p>• Ensure strict adherence to deadlines, regulations, and tax laws to maintain legal and corporate compliance.</p><p>• Supervise the month-end closing process and participate actively in budget planning.</p><p>• Plan and execute inventory counts and post variances to ensure accurate inventory records.</p><p>• Approve and prepare journal entries to ensure accurate financial records.</p><p>• Prepare comprehensive management reports as required to provide valuable insights to the team.</p><p>• Gather necessary support for audits to ensure compliance and accuracy.</p><p>• Undertake special projects and additional responsibilities as required to support the company's financial health.</p>
<p>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
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><strong>Jennifer Fukumae</strong> is partnering with a <strong>well-established wealth management firm</strong> that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management.</p><p> </p><p>The firm’s philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes. This is an opportunity to join a high-integrity, growth-focused advisory team where you’ll step into an established client base and have the freedom to build your practice with full firm support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.</li><li>Develop personalized financial plans tailored to each client’s needs and goals.</li><li>Build and strengthen client relationships through proactive communication and ongoing support.</li><li>Monitor market performance and client portfolios, recommending adjustments as needed.</li><li>Maintain compliance with all industry regulations and firm standards.</li></ul>
<p>We are looking for a meticulous and dedicated Accountant to join our team in Modesto, California, supporting a non-profit organization. This long-term contract position involves handling diverse accounting tasks such as financial reconciliations, general ledger management, and overseeing accounts payable and receivable processes. The role requires analytical skills to provide valuable financial insights and ensure accurate reporting.</p><p><br></p><p>Responsibilities:</p><p>• Process daily financial transactions with attention to accuracy and adherence to organizational policies.</p><p>• Prepare and present financial reports to support organizational objectives.</p><p>• Conduct detailed financial analyses to assist leadership in making informed decisions.</p><p>• Perform regular bank and account reconciliations, identifying and resolving discrepancies.</p><p>• Maintain the general ledger, ensuring it reflects accurate and complete financial data.</p><p>• Assist with month-end and year-end closing procedures to ensure timely completion.</p><p>• Manage accounts payable processes, including invoice verification and vendor payments.</p><p>• Oversee accounts receivable functions, ensuring timely billing and revenue collection.</p><p>• Implement strategies to enhance cash flow management and financial controls.</p><p>• Ensure compliance with financial regulations and organizational standards.</p><p><br></p><p>For immediate consideration contact Robert Half at 209-232-1991.</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a <strong>well-established wealth management firm</strong> that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management.</p><p> The firm’s philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes.</p><p>This is a rare opportunity to join a high-integrity, growth-focused advisory team where you’ll step into an established client base and have the freedom to build your practice with full firm support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.</li><li>Develop personalized financial plans tailored to each client’s needs and goals.</li><li>Build and strengthen client relationships through proactive communication and ongoing support.</li><li>Monitor market performance and client portfolios, recommending adjustments as needed.</li><li>Maintain compliance with all industry regulations and firm standards.</li></ul>
<p>Colleen McAuliffe at Robert Half, 408.906.0669, is searching for an Assistant Controller to be a key player in our client's team based in SAN JOSE, California. The role focuses on providing stellar accounting services and maintaining financial standards in line with the industry's best practices. This role offers an exciting opportunity for those keen on shaping their careers in the Affordable Housing industry. </p><p><br></p><p>Responsibilities:</p><p>• Utilize Accounting Theory knowledge to maintain and develop accounting principles, practices, and procedures.</p><p>• Oversee the preparation of financial reports, summaries, and forecasts for business needs.</p><p>• Ensure compliance with local, state, and federal budgetary reporting requirements.</p><p>• As a member of the executive management team, assist with the implementation of financial strategies and participate in key financial decisions.</p><p>• Maintain a document system for financial transactions, ensuring accuracy and compliance with accepted accounting procedures.</p><p>• Monitor financial details to ensure legal compliance, promptly addressing and correcting discrepancies.</p><p>• Collaborate with auditing services to ensure proper compliance with all regulations.</p><p>• Track the company's financial status and performance to identify areas for potential improvement.</p><p>• Provide insightful information and expectations to the company's leadership to aid in long-term and short-term decision-making.</p>
We are offering an exciting opportunity for a Tax Manager - Public in San Jose, California. This role operates within the industry, executing tasks related to tax management in a public accounting environment. <br><br>Responsibilities:<br>• Oversee the preparation and review of corporate, partnership, LLC, trust, and HNW individual tax returns.<br>• Provide leadership and manage a team, ensuring efficient operations.<br>• Work closely with clients to address and resolve their inquiries and issues related to tax.<br>• Maintain CPA status in good standing and stay updated with the latest industry trends and regulations.<br>• Handle the preparation and review of audited financial statements.<br>• Manage annual income tax provision activities.<br>• Implement strategies to optimize tax processes and ensure compliance with laws and regulations.<br>• Maintain a flexible work schedule, particularly during the busy season.<br>• Foster a positive and collaborative work environment, promoting teamwork.<br>• Ensure the accuracy and integrity of all tax data and records.
<p><strong>Company Overview</strong></p><p>We are a fiduciary wealth management firm committed to helping individuals and families achieve their financial goals through personalized planning and disciplined portfolio management. Since 2002, we’ve built a reputation for delivering objective, strategic advice that helps clients accumulate, protect, and transfer wealth. Our approach is rooted in deep client understanding, cross-disciplinary expertise, and high-touch service.</p><p><br></p><p><strong>Position Summary</strong></p><p>As a <strong>Financial Advisor</strong>, you will provide comprehensive financial planning and investment guidance to a diverse client base. This role is ideal for a self-starter with a strong foundation in financial services, a client-first mindset, and a desire to build long-term relationships. You’ll work closely with a seasoned team and have the opportunity to grow your practice with full firm support.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver strategic financial advice across areas such as investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to each client’s goals</li><li>Monitor client portfolios and market performance, making adjustments as needed</li><li>Maintain compliance with industry regulations and internal policies</li><li>Cultivate and strengthen client relationships through proactive communication and service</li><li>Collaborate with internal teams to ensure seamless client onboarding and support</li></ul><p><strong>Why This Role Stands Out</strong></p><p><strong>Established Client Base</strong></p><p> Step into a meaningful book of recurring-revenue clients—no need to bring a full book, but this is not an entry-level role.</p><p><strong>Supportive, High-Integrity Culture</strong></p><p> Join a collaborative team that values ethical conduct, transparency, and long-term client relationships.</p><p><strong>Growth-Oriented Environment</strong></p><p> Enjoy full support to grow your practice, including marketing, operations, and compliance resources.</p><p><strong>Career Development</strong></p><p> Benefit from company-sponsored FINRA exam prep and support for CFP® certification.</p><p><strong>Comprehensive Benefits</strong></p><p> Includes profit-sharing 401(k), medical/dental/vision coverage, PTO, sick leave, paid holidays, and quarterly bonuses based on new assets brought in.</p><p><br></p><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><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a<strong> Client Service Accounting Associate</strong> for a <strong>family office</strong>. This is a full-time, permanent role based in San Francisco with a hybrid schedule.</p><p> </p><p>The company offers a full range of services from investment management and financial planning to tax and philanthropic support while building long-term client relationships.</p><p> </p><p>This role provides a collaborative environment with mentorship and growth opportunities, excellent benefits including full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You’ll also have access to paid courses and certifications and the chance to work on meaningful, high-impact projects.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage accounts payable, coding, approvals, and high-volume payments</li><li>Handle monthly reconciliations, month-end close, and client reporting</li><li>Collaborate with vendors and estate managers to ensure smooth operations</li><li>Support quarterly accounting, cash flow analysis, trial balances, and investor reporting</li><li>Assist with philanthropic payments, budgeting, forecasting, and process improvements</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Fund Accountant / Senior Fund Accountant – Venture Capital Finance</strong></p><p>Join a mission-driven investment firm focused on supporting breakthrough innovation in life sciences. With a flexible hybrid schedule and a collaborative team culture, this role offers exposure to high-level fund accounting without the typical busywork.</p><p><br></p><p><strong>The Role</strong></p><p>You’ll support the Controller in managing fund operations, working closely with external administrators and service providers. This position focuses on review and oversight, giving you room to engage in more strategic and complex accounting tasks.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review fund administrator reports (NAV, investor statements)</li><li>Perform cash management, trade allocations, and reconciliations</li><li>Prepare performance, risk, and regulatory reports</li><li>Assist with audits, tax filings, and financial statements</li><li>Maintain internal controls and compliance processes</li><li>Liaise with brokers, administrators, and other partners</li><li>Contribute to special projects and system improvements</li></ul><p><strong>Why Join</strong></p><ul><li>Less busywork—focus on meaningful fund accounting</li><li>Friendly, supportive leadership</li><li>Weekly team meetings offer broader business insights</li><li>Flexible hybrid schedule (approx. 4 days/month in office)</li><li>Opportunity to grow in a high-integrity, mission-driven firm</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>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>We’re working with a growing company in Palo Alto that’s looking to bring on a <strong>Full-Charge Bookkeeper</strong> to oversee the day-to-day accounting operations. This role is ideal for someone who is confident managing the full general ledger, from data entry to financial reporting, and can operate independently while collaborating with leadership. If you enjoy taking full ownership of the books and working in a fast-paced, evolving environment, this could be a great fit.</p><p><br></p><p><br></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle full-cycle bookkeeping, including AR, AP, and payroll</li><li>Manage month-end and year-end close procedures</li><li>Maintain general ledger and reconcile all balance sheet accounts</li><li>Prepare financial statements: income statement, balance sheet, and cash flow</li><li>Process payroll and related tax filings, benefits tracking, and deductions</li><li>Manage vendor payments, invoicing, and collections</li><li>Prepare reports for leadership and assist with budgeting and forecasting</li><li>Coordinate with CPA firm during tax season or audit reviews</li><li>Ensure compliance with company policies and accounting best practices</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing and a supportive, collaborative workplace culture. Headquartered in San Francisco, our team is committed to building long-term value for clients while fostering a people-first environment that emphasizes respect, quality, and continuous learning.</p><p> </p><p>The <strong>Senior Associate </strong>will report to the Corporate Accounting Manager and support core accounting functions, with a primary focus on accounts payable and related month-end responsibilities. This role will also contribute to ad hoc projects, audits, and process improvements to help scale our growing business. This position offers exposure to multiple areas of accounting and finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance. The ideal candidate is detail-oriented, curious, and proactive—someone who not only executes tasks with precision but also looks for ways to improve processes and strengthen controls.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Perform month-end tasks related to accounts payable and receivable, expense management, fixed assets, and cash accounts.</li><li>Prepare monthly reconciliations for bank and general ledger accounts.</li><li>Maintain and monitor SOX controls related to the general ledger; ensure compliance with internal control requirements.</li><li>Ensure adherence to the company’s expense reporting and capitalization policies.</li><li>Identify and implement process improvements to increase efficiency and accuracy.</li><li>Support ad hoc projects and audits as needed.</li></ul>
<p><strong>Location:</strong> Mountain View, CA</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>About the Role</strong></p><p>We are seeking a <strong>Senior Accountant</strong> to join our dynamic team in <strong>Mountain View, CA</strong>. The ideal candidate will possess extensive experience in accounting, exceptional analytical skills, and a proven track record of working with <strong>NetSuite</strong> and <strong>SAP</strong> systems. This position is crucial in supporting the company’s financial operations, ensuring accurate and timely reporting, and actively contributing to process improvements.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage day-to-day accounting activities, including preparing and reviewing journal entries, account reconciliations, accruals, and adjustments.</li><li>Maintain accuracy of the <strong>general ledger</strong>, ensuring compliance with company policies and <strong>GAAP standards</strong>.</li><li>Lead month-end, quarter-end, and year-end closing processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare accurate financial statements and reports for internal and external stakeholders.</li><li>Assist in monthly and quarterly variance analysis to provide insights into key financial trends and performance indicators.</li><li><strong>Systems Expertise:</strong></li><li>Use <strong>NetSuite</strong> and <strong>SAP</strong> for ERP system functions, including financial reporting, data entry, and troubleshooting.</li><li>Collaborate with the IT and Finance teams to improve system integrations, configurations, and automation efforts.</li><li><strong>Audit & Compliance:</strong></li><li>Oversee documentation for internal and external audits, ensuring compliance with SOX, GAAP, and company-specific regulations</li><li>Support tax and compliance teams by providing accurate records and assistance as needed.</li><li><strong>Process Improvement:</strong></li><li>Identify opportunities for process optimization within the finance function.</li><li>Recommend and implement best practices for accounting systems and workflows to improve efficiency, accuracy, and scalability.</li></ul>
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
<p>We are in search of a Controller to join our team based in Patterson, California. This role is instrumental in the fiscal management of our operations, driving financial objectives, and ensuring efficient and accurate financial processes. This role involves significant interaction with the management team, along with responsibility for maintaining and enhancing our financial procedures and policies.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Facilitate the achievement of financial objectives by preparing an annual budget, analyzing variances, and initiating corrective actions.</p><p>• Ensure the accuracy and timeliness of financial reports through independent preparation of journal entries and bank statements reconciliation.</p><p>• Contribute to management decision-making by reviewing and analyzing special reports, summarizing information, and identifying trends.</p><p>• Establish and enforce financial policies and procedures, guiding financial decisions and ensuring compliance.</p><p>• Enhance office efficiency by designing and implementing office policies, measuring results against standards, and making necessary adjustments.</p><p>• Maintain historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of records.</p><p>• Facilitate staff performance by coaching, counseling, and disciplining employees, planning, and monitoring job results.</p><p>• Ensure the availability of funds by preparing budgets, collecting, analyzing, and consolidating financial data, and recommending plans.</p><p>• Utilize various skills including 3M, Accounting Software Systems, ADP - Financial Services, CRM, Crystal Reports, Accounting Functions, Accounts Payable (AP), Accounts Receivable (AR), Auditing, and Budget Processes.</p>
<p>We are looking for a skilled Project Accountant to join our team in Martinez, California. This Contract-to-Permanent position will focus on overseeing financial aspects of construction projects, including planning, scheduling, billing, budgeting, cost control, performance metrics, and reporting. The role requires exceptional organizational skills, attention to detail, and proficiency in construction accounting systems.</p><p><br></p><p>Responsibilities:</p><p>• Create and manage project budgets, ensuring alignment with client requirements and organizational goals.</p><p>• Track and analyze project performance metrics to identify trends, bottlenecks, and areas for improvement.</p><p>• Implement cost control techniques to monitor and forecast project expenses and schedules.</p><p>• Collaborate with project managers to manage change orders, budget revisions, and cost adjustments.</p><p>• Prepare detailed labor rates and budgets in compliance with prevailing wages and union agreements.</p><p>• Lead the billing process, including subcontractor schedules, vendor payments, and material-on-hand invoices.</p><p>• Ensure accurate and timely reporting of accounts receivable efforts, focusing on resolving aged receivables.</p><p>• Coordinate project startup and closeout meetings to ensure seamless transitions and compliance with company procedures.</p><p>• Support the preparation of quarterly revenue forecasts and cost-at-completion estimates.</p><p>• Maintain transparency and accountability by establishing effective reporting structures for stakeholders.</p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> San Jose, CA</p><p><strong>Industry:</strong> Financial Services / Investment Advisory</p><p><br></p><p>A rapidly growing investment advisory firm is seeking a detail-oriented and client-focused <strong>Client Service Associate</strong> to join its wealth management team. This is an excellent opportunity for a seasoned professional to advance their career in a collaborative environment that emphasizes education, technology, and continuous improvement.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides a unique learning environment with ongoing training in financial technologies (FactSet, Bloomberg, Morningstar Direct) and compliance processes. Employees receive strong support from a well-established team and gain hands-on experience in client relations, portfolio operations, and investment analysis.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will play a key role in supporting sophisticated clients and ensuring smooth operational execution. This role requires strong organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-touch service to high-net-worth clients</li><li>Process account openings, closures, transfers, and related paperwork</li><li>Prepare and execute trades and client transactions</li><li>Support client meetings with performance reports and investment data</li><li>Maintain accurate client documentation and compliance records</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolio accounts with custodial records</li><li>Provide weekly updates on client pipeline and portfolio needs</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>Supportive team culture focused on growth and development</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><strong>Associate or Senior Associate – Corporate Accounting</strong></p><p>Join a leading investment firm committed to responsible investing and long-term value creation. With over $46B in AUM and a collaborative, people-centric culture, this role offers the opportunity to contribute to a high-integrity finance team in a dynamic and mission-driven environment.</p><p><br></p><p><strong>The Role</strong></p><p>Reporting to the Corporate Accounting Manager, you’ll support core accounting functions including accounts payable, month-end close, reconciliations, and audits. You’ll work cross-functionally to ensure accurate financial reporting and help improve processes as the firm scales.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Perform month-end tasks across AP, AR, expense management, and fixed assets</li><li>Prepare reconciliations for bank accounts and general ledger</li><li>Maintain SOX controls and ensure compliance with internal policies</li><li>Support audits and assist with financial reporting projects</li><li>Identify opportunities to improve efficiency and strengthen controls</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive salary + annual bonus</li><li>100% coverage of medical, dental, and vision for you and your family</li><li>2:1 charitable contribution matching</li><li>Generous commuter subsidy and hybrid schedule (Tu–Th in-office)</li><li>Collaborative culture with strong leadership and work-life balance</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><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>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><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Controller </strong>at an Innovative Investment Firm. This role has tons of<strong> remote </strong>flexibility. </p><p> </p><p>They are hiring their first finance leader to build and oversee financial operations as it scales. The firm, which focuses on private equity-style investments, is preparing to launch its fourth fund this year, adding significant new capital under management. With strong growth ahead and a culture of collaboration, humility, and entrepreneurial spirit, this is an excellent opportunity for a strategic finance professional to grow with the team.</p><p> </p><p>In this role, you’ll establish and lead the finance function while stepping beyond traditional accounting into strategic finance. With mentorship from seasoned investors and a clear path to CFO, you’ll have direct impact on the firm’s success. The team values flexibility, family-friendly dynamics, and a low-ego environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage treasury: capital calls, distributions, cash flow, and investments.</li><li>Lead budgeting, forecasting, and cash flow projections.</li><li>Oversee outsourced accounting teams and monthly close.</li><li>Ensure accurate financial statements and quarterly fund reporting.</li><li>Partner with administrators, auditors, and tax teams.</li><li>Track investment performance and fund metrics.</li><li>Improve processes to scale finance operations.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p>We are actively searching for a Controller with a focus on Real Estate & Property. Based in San Ramon, California, this role involves overseeing accounting functions, leading a team, and demonstrating strong business acumen. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage and lead staff within the Accounting and Finance Department.</li><li>Supervise all accounting functions, including monthly and yearly financial close processes.</li><li>Review financial reports and reconciliations for semi-annual reporting.</li><li>Lead the annual budget planning and reforecasting, ensuring timely communication and coordination.</li><li>Analyze and review monthly cash flow models.</li><li>Continuously assess and improve accounting procedures for greater efficiency.</li><li>Ensure compliance with technical accounting standards through research and documentation.</li><li>Act as the main contact for external auditors and manage audit procedures.</li><li>Maintain and update payroll budgeting, forecasting, and allocations.</li><li>Oversee banking operations, such as wire transfers, account setups, credit cards, and compliance.</li><li>Evaluate operational aspects of lender and cash management agreements.</li><li>Collaborate effectively with cross-functional teams and departments.</li><li>Define, implement, and refine departmental policies and performance expectations.</li></ul>
