<p>Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. The FP& A Manager is responsible for leading budgeting, forecasting, financial performance analysis, and financial reporting. This role partners closely with executive leadership to deliver insights that drive project profitability, resource planning, and strategic decision-making. The position also oversees key accounting functions such as project-level financial tracking, job costing, and revenue recognition to ensure accurate reporting and compliance with GAAP. The ideal candidate thrives in a project-based environment and excels at translating financial data into actionable business insights.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the annual budgeting and multi-year financial planning processes, ensuring alignment with business goals and operational capacity.</li><li>Develop detailed financial models for forecasting revenue, cost drivers, labor utilization, backlog conversion, and margin performance.</li><li>Serve as a strategic financial advisor to executive leadership by delivering insights that inform business performance and resource allocation.</li><li>Conduct financial analysis to support pricing strategies, bid competitiveness, capital investments, and new service initiatives.</li><li>Design and enhance reporting frameworks, dashboards, and financial KPIs for use by executives, project managers, and department leads.</li><li>Present complex financial data in a clear, concise manner through presentations, variance analysis, trend summaries, and forward-looking recommendations.</li><li>Collaborate with cross-functional teams (e.g., Project Management, Engineering, Field Services, Procurement) to analyze project-level profitability and identify cost optimization opportunities.</li><li>Support long-range planning by modeling growth scenarios, market opportunities, and capacity constraints.</li><li>Identify and implement process improvements in forecasting, data integrity, and financial planning tools.</li><li>Act as liaison to corporate finance and accounting teams for GL, AR/AP, payroll, audits, and close cycles.</li></ul>
We are looking for an experienced Director/Manager of Financial Reporting to lead and enhance our global financial operations in Fremont, California. This high-impact role demands a strategic thinker capable of driving financial planning, analysis, and reporting for an international organization. The ideal candidate will collaborate closely with senior leadership, ensuring compliance with international and domestic financial standards while contributing to the company's continued growth.<br><br>Responsibilities:<br>• Oversee and manage financial reporting processes, ensuring accuracy and compliance with both GAAP and IFRS standards.<br>• Lead SEC reporting functions, including filing and documentation of financial statements and disclosures.<br>• Collaborate with global teams to align financial reporting practices across international operations.<br>• Drive the preparation of annual financial reports, including EPS and other performance metrics.<br>• Ensure timely and accurate submission of regulatory filings while maintaining adherence to governance policies.<br>• Partner with senior leadership to analyze financial performance and provide actionable insights for strategic decision-making.<br>• Implement and maintain robust financial controls to support organizational growth and mitigate risks.<br>• Manage relationships with external auditors and regulatory bodies to ensure seamless audits and compliance.<br>• Contribute to the development and execution of financial strategies that support the company’s long-term objectives.<br>• Train and mentor team members on financial reporting standards and best practices.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Financial Planner </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor, you’ll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs smoothly to support both clients and senior advisors.</p><p>The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture—while keeping work-life balance a true priority.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with Senior Advisors to shape financial planning and investment strategies</li><li>Lead client meetings and manage all follow-ups</li><li>Onboard new clients and cultivate strong relationships</li><li>Prepare detailed reports, recommendations, and financial analyses</li><li>Handle client service tasks, CRM updates, and paperwork efficiently</li><li>Improve workflows and optimize insurance proposals</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Jackie Meza with Robert Half is looking for an experienced Treasury & Asset Management expert to lead critical financial functions. This role is central to ensuring optimal cash flow, liquidity, and asset performance while driving strategic financial initiatives. The ideal candidate will bring a strong background in treasury, financial forecasting, and asset management, with a focus on mitigating risks and supporting growth objectives. Contact Jackie Meza for consideration at 209.227.6563</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including monitoring inflows, outflows, and ensuring liquidity across banking and investment accounts.</p><p>• Develop and maintain detailed cash forecasting models to support financial planning and decision-making.</p><p>• Evaluate investment opportunities and track key financial metrics to align with organizational growth and profitability goals.</p><p>• Oversee capital expenditure planning and monitor asset performance to ensure alignment with company objectives.</p><p>• Identify and mitigate financial risks related to interest rate changes, foreign exchange exposure, and other market variables.</p><p>• Ensure compliance with financial regulations and reporting standards, maintaining transparency and accountability.</p><p>• Prepare comprehensive financial reports and strategic recommendations for leadership teams.</p><p>• Collaborate with relevant departments to support capital planning and funding initiatives.</p><p>• Drive improvements in treasury and asset management practices through the use of advanced financial tools and software.</p><p>• Maintain strong relationships with banking partners and financial institutions to optimize services and agreements.</p>
<p>We are looking for a highly organized Controller to oversee document management and ensure efficient handling of records and files for our organization. This role requires a detail-oriented individual who excels in maintaining accurate documentation and streamlining processes. Located in Oakland, California, this position offers an opportunity to contribute to a dynamic team environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee all accounting functions: billing, AR/AP, general ledger, inventory, and revenue recognition</li><li>Prepare journal entries and reconciliations for month-end close</li><li>Deliver weekly/monthly financial reports with budget-to-actual analysis</li><li>Maintain accuracy and transparency in financial transactions and reporting</li><li>Ensure compliance with tax and government reporting requirements</li><li>Lead annual budget and cash forecast planning</li><li>Manage cash flow, optimizing collections and vendor payments</li><li>Implement and maintain inventory management systems</li><li>Improve financial systems, processes, and reporting capabilities</li></ul><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>Jackie Meza with Robert Half is looking for an experienced Controller to join a team in Modesto, California, specializing in asset recovery and financial management. This leadership role offers an exciting opportunity to oversee financial operations, drive strategic planning, and ensure compliance while contributing to a dynamic and inclusive workplace. Contact Jackie Meza from Robert Half at 209.227.6563</p><p><br></p><p>Responsibilities:</p><p>• Manage the accounting department, including oversight of payroll, invoicing, reconciliations, and financial reporting.</p><p>• Develop and maintain accurate budgets, ensuring alignment with organizational goals.</p><p>• Prepare and analyze financial statements, providing actionable insights to support decision-making.</p><p>• Monitor cash flow and implement strategies to optimize financial health.</p><p>• Ensure compliance with contracts, insurance policies, and regulatory requirements.</p><p>• Collaborate with the executive team to create financial plans and drive business strategies.</p><p>• Utilize QuickBooks and other financial software to streamline accounting processes.</p><p>• Conduct month-end and year-end closings, ensuring timely and accurate reporting.</p><p>• Provide guidance on financial matters related to real estate or construction projects, if applicable.</p><p>• Lead strategic initiatives to enhance operational efficiency and profitability.</p>
<p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </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>Jennifer Fukumae with Robert Half's Financial Services Division</strong> is partnering with a well-established wealth management firm that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management. This role is in San Ramon, CA and requires 4 days on-site. </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 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> </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><br></p>
<p>Amanda Warren with Robert Half is looking for an experienced Accounting Manager to oversee and guide financial operations within a construction organization in Sacramento, California. This role requires a skilled and detail-oriented individual with strong leadership skills, attention to detail, and the ability to ensure compliance with accounting standards.</p><p><br></p><p>Responsibilities:</p><p>• Direct and manage the month-end closing process to ensure timely and accurate reporting.</p><p>• Oversee general ledger activities, ensuring all transactions are properly recorded and reconciled.</p><p>• Prepare and review financial statements and coordinate audits to ensure compliance with regulatory standards.</p><p>• Supervise account reconciliations to verify accuracy and identify discrepancies.</p><p>• Manage journal entries, ensuring proper classification and adherence to accounting principles.</p><p>• Monitor and report on work-in-progress (WIP) accounts to maintain transparency and financial accuracy.</p><p>• Provide mentorship and guidance to accounting staff, fostering growth and development.</p><p>• Collaborate with cross-functional teams to support organizational financial goals.</p>
We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
<p>We’re hiring! We're seeking a <strong>Senior Tax Professional</strong> to manage complex returns and strategic planning for high-net-worth individuals and trusts in our client’s San Jose office.</p><p>This role offers onsite work during tax season with remote flexibility afterward.</p><p>Generous compensation package and perks! If you're a licensed CPA or EA with 10+ years of experience, let’s connect!</p><p>Contact Gary Daum at Robert Half.</p>
<p><strong>Chief Financial Officer (CFO)</strong></p><p><strong>Location:</strong> San Jose, California - On Site</p><p><strong>Industry:</strong> Technology Manufacturing</p><p><strong>Position Overview:</strong></p><p>The <strong>Chief Financial Officer (CFO)</strong> reports directly to the <strong>Chief Executive Officer (CEO)</strong> and serves as a critical member of the executive leadership team. The CFO will be responsible for the overall financial strategy, planning, reporting, and operations of the company. This individual will ensure financial health, regulatory compliance, and strategic growth by leading a high-performing finance and accounting team.</p><p><strong>This role requires extensive experience in the manufacturing sector.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop and execute long-term financial strategies aligned with company goals.</li><li>Lead budgeting, forecasting, cash flow management, and capital planning efforts.</li><li>Serve as a strategic advisor to the CEO and executive team.</li><li>Ensure timely and accurate financial reporting in accordance with GAAP and applicable regulations.</li><li>Maintain and enhance internal financial controls and compliance systems.</li><li>Analyze manufacturing costs and implement process improvements to drive profitability.</li><li>Identify cost-saving opportunities while maintaining product quality and operational integrity.</li><li>Assess and mitigate financial, operational, and market risks.</li><li>Oversee cash management, investments, and debt strategies to ensure financial flexibility and liquidity.</li><li>Manage banking relationships and investor communications.</li><li>Support capital raising, debt refinancing, and equity-related initiatives.</li><li>Represent the company in investor meetings as requested by the CEO.</li><li>Lead, mentor, and develop the finance and accounting team (5+ direct reports).</li><li>Promote a culture of accountability, innovation, and continuous improvement.</li><li>Direct tax planning, compliance, and strategy to minimize liabilities and ensure adherence to local, state, and federal regulations.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in finance, Accounting, or a related field.</li><li>Minimum of <strong>10+ years of progressive experience in finance and accounting</strong>, with at least <strong>10 years in leadership roles</strong>.</li><li><strong>Direct experience in the manufacturing industry is required.</strong></li><li>Demonstrated success in managing financial operations within a complex, growth-oriented organization.</li><li>Strong knowledge of U.S. GAAP, tax regulations, and compliance practices.</li><li>Exceptional analytical, strategic thinking, and decision-making abilities.</li><li>Strong interpersonal and communication skills.</li><li>Proficiency in Microsoft Office Suite and financial ERP systems.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>MBA or equivalent advanced degree in Finance or Business.</li><li>Certified Public Accountant (CPA).</li><li><strong>IATR Certification is a plus</strong></li></ul>
<p>We are looking for a skilled Tax Senior to join our team in Mountain View, California. This role involves preparing and reviewing tax deliverables, supporting senior leadership, and ensuring compliance with tax regulations. The ideal candidate will bring expertise in tax compliance, analytical skills, and a commitment to delivering accurate and timely results.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax deliverables, including tax returns, extensions, and related filings, ensuring accuracy and compliance with regulatory standards.</p><p>• Collaborate with the Manager, Senior Manager, or Principal to identify and address technical tax issues, contributing to the resolution process.</p><p>• Apply tax knowledge to individual client situations, ensuring work products meet or exceed expectations for quality and timeliness.</p><p>• Conduct research on complex tax issues and assist the client service team in forming well-informed conclusions.</p><p>• Build and maintain strong networks with internal teams and external partners, fostering relationships to support business growth.</p><p>• Communicate technical tax knowledge needs proactively and collaborate with senior leadership to determine personal development goals.</p><p>• Mentor and assist in training tax associates, contributing to the development of less experienced team members.</p><p>• Gain a comprehensive understanding of client financial, business, and family goals to deliver tailored tax solutions.</p><p>• Utilize tax software to input data, prepare work papers, and generate accurate filings for review by senior leadership.</p>
<p>Jackie Meza with Robert Half is looking for a skilled Controller to lead our financial operations in Lodi, California. This role is integral to ensuring the accuracy and efficiency of accounting practices, financial reporting, and compliance with regulatory standards. The ideal candidate will bring expertise in managing financial processes, analyzing data, and contributing to the organization’s long-term strategic objectives. Contact Jackie Meza at 209.227.6563 for consideration on the role. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the full cycle of accounting processes, ensuring accuracy and timely completion of financial tasks.</p><p>• Prepare, review, and present comprehensive financial statements to support organizational decision-making.</p><p>• Implement and maintain internal controls to safeguard company assets and ensure compliance with regulations.</p><p>• Manage work-in-progress (WIP) accounting to track project performance and profitability.</p><p>• Provide strategic financial insights to senior leadership, contributing to long-term business planning.</p><p>• Analyze financial data to identify trends, risks, and opportunities for improvement.</p><p>• Mentor and guide finance team members to enhance their skills and align with organizational goals.</p><p>• Ensure adherence to all applicable financial and regulatory standards.</p><p>• Collaborate with cross-functional teams to optimize financial operations and reporting processes.</p><p>• Monitor and manage budgets to support efficient resource allocation.</p>
<p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
<p>We are looking for an experienced Accounting Manager/Supervisor to join our clients team in the Stanislaus County. In this role, you will lead and oversee all aspects of the accounting function, ensuring accuracy, compliance, and efficiency in financial operations. The ideal candidate will have a strong background in construction accounting and a proven ability to manage teams while driving process improvements. if interested call or text Edgar Gonzalez - 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Provide strategic direction for daily accounting operations, including accounts payable, accounts receivable, payroll, month-end close, and internal reporting.</p><p>• Lead and mentor the in-office accounting team, fostering accountability and precision in financial tasks.</p><p>• Analyze gross profit margins and job cost data to support informed business decisions.</p><p>• Oversee progress billing processes to ensure contract compliance and optimize billing efficiency.</p><p>• Review and validate commission structures tied to job profitability.</p><p>• Develop, implement, and maintain Standard Operating Procedures (SOPs) for the accounting department.</p><p>• Manage lien processes, including tracking, notices, and waivers, to ensure compliance.</p><p>• Coordinate financial activities across multiple office locations to maintain consistency and accuracy.</p><p>• Monitor overhead and operational expenditures, identifying opportunities for cost savings and efficiency.</p><p>• Collaborate closely with leadership on forecasting, budgeting, and enhancing financial processes.</p>
<p><strong>Financial Advisor – Wealth Management | San Ramon, CA</strong></p><p>A thriving wealth management firm in San Ramon is seeking an experienced <strong>Financial Advisor</strong> to join its team. This is a unique opportunity to inherit a well-established book of recurring-revenue clients and expand your practice with the full backing of a high-integrity, collaborative environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Financial Advisor, you’ll deliver strategic guidance and comprehensive planning across investments, retirement, insurance, and more. With a strong client base from day one, you’ll have the autonomy to grow your business while benefiting from a supportive infrastructure and a team that values integrity, service, and long-term relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide personalized financial planning aligned with each client’s goals and values</li><li>Build and maintain lasting client relationships through proactive communication and trust</li><li>Monitor market trends and adjust investment strategies accordingly</li><li>Ensure compliance with industry regulations and internal standards</li><li>Collaborate with internal specialists to deliver holistic client solutions</li></ul><p><strong>Why Join Us?</strong></p><ul><li>Step into a meaningful, established client book</li><li>Work alongside a values-driven, growth-oriented team</li><li>Receive full operational and strategic support to grow your practice</li><li>Enjoy competitive compensation, comprehensive benefits, and long-term career development</li></ul><p><strong>Interested in learning more?</strong></p><p> Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this opportunity aligns with your next career move.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>thriving financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a company known for its personalized approach to financial advocacy and a culture that genuinely supports your growth and success.</p><p>Top-tier perks include comprehensive medical, dental, and vision coverage, bonuses, generous retirement contributions, and wellness incentives. Enjoy work-life balance with an onsite fitness center, tuition reimbursement, loan discounts, and a newly upgraded office. Career development is built in—this is a place to grow and shine.</p><p><strong>What You’ll Do</strong></p><ul><li>Lead end-to-end GL reconciliations and governance</li><li>Mentor and manage a high-performing team</li><li>Drive efficiency and automation using tools like BlackLine</li><li>Ensure accurate, timely reconciliations and resolve discrepancies</li><li>Oversee aged items, reserves, and write-offs</li><li>Keep reconciliation documentation and metrics sharp</li><li>Collaborate across teams to solve complex issues</li><li>Be the key liaison for auditors, regulators, and executives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
Key Responsibilities:<br>Manage and review individual, corporate, partnership, and fiduciary tax returns<br><br>Oversee tax planning and compliance for a variety of clients across industries<br><br>Serve as the primary point of contact for clients, building and maintaining strong relationships<br><br>Research complex tax issues and provide clear, actionable recommendations<br><br>Review work prepared by staff and seniors, ensuring accuracy and compliance with tax laws<br><br>Mentor and train staff accountants and senior tax associates<br><br>Coordinate and manage multiple engagements and deadlines simultaneously<br><br>Ensure adherence to firm policies, procedures, and professional standards<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)<br><br>CPA license required<br><br>5–8+ years of public accounting experience, with at least 2 years in a supervisory role<br><br>In-depth knowledge of federal, state, and local tax regulations<br><br>Strong leadership, analytical, and organizational skills<br><br>Excellent communication and client service abilities<br><br>Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar) and Microsoft Office Suite
<p>Our client is seeking a strategic <strong>Manager, Business Systems Analysts</strong> to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul><p><strong>Strategic Planning & Execution</strong></p><ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul><p><strong>Operational Excellence & Governance</strong></p><ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul><p><strong>Team Enablement & Accountability</strong></p><ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul><p><br></p>
<p>We are looking for an experienced Assistant Controller to oversee financial reporting and accounting operations at our organization in Milpitas, California. This role involves managing multi-site accounting processes, ensuring compliance with US GAAP standards, and supporting audits, budgeting, and financial consolidation. The ideal candidate will bring a strong analytical mindset and leadership skills to enhance our internal controls and drive operational efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the accounts payable team, ensuring accurate journal entries, reconciliations, and efficient revenue cycle closings.</p><p>• Prepare detailed financial reports and presentations for senior leadership to aid in decision-making.</p><p>• Support month-end and year-end financial reporting processes to ensure timely and accurate submissions.</p><p>• Manage relationships with external accounting providers and oversee local banking activities.</p><p>• Implement and maintain processes that comply with US GAAP and other regulatory standards.</p><p>• Develop and monitor internal financial controls, including fixed asset tracking and inventory costing.</p><p>• Assist with sales and use tax compliance and reporting.</p><p>• Provide guidance during financial audits and create technical write-ups as needed.</p><p>• Collaborate with team members to foster their growth and development.</p>
<p>Jackie Meza with Robert Half is looking for an experienced and detail-oriented Assistant Controller. The Assistant Controller will play a pivotal part in managing the company’s financial operations, ensuring compliance with accounting standards, and contributing to the overall efficiency of the finance department. This is an excellent opportunity for a motivated individual to lead key accounting processes and support organizational goals in a dynamic manufacturing environment. Contact Jackie Meza at 209.227.6563 for consideration. </p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and fixed assets.</p><p>• Assist in the preparation and review of monthly and annual financial statements to ensure accuracy and compliance.</p><p>• Manage month-end and year-end closing processes while analyzing financial data and variances.</p><p>• Develop and maintain internal controls to safeguard company assets and improve operational efficiency.</p><p>• Prepare budgets, forecasts, and variance analyses to support strategic planning and decision-making.</p><p>• Coordinate and support audits, tax filings, and regulatory reporting to meet compliance standards.</p><p>• Identify opportunities for process improvements and implement solutions to optimize accounting workflows.</p><p>• Supervise and mentor accounting team members, fostering growth and performance.</p><p>• Collaborate with other departments to align financial practices with organizational objectives.</p>
<p>Colleen McAuliffe from Robert Half is looking for a Senior Accounting Manager to oversee financial operations for a dynamic events and entertainment organization in the greater San Jose Area, California. This role involves leading a team, ensuring compliance with financial regulations, and driving process improvements to support the company’s growth. The ideal candidate will bring expertise in financial reporting, team leadership, and strategic collaboration.</p><p><br></p><p>Active CPA (California) required </p><p>This role is Hybrid 3 days onsite / 2 days remote </p><p>Client only considering local to the Greater San Jose / San Francisco Area only </p><p>SAP product experience required </p><p><br></p><p>Responsibilities:</p><p>• Manage revenue recognition for a diverse range of large events. </p><p>• Lead and enhance the monthly close process to ensure timely and accurate financial reporting.</p><p>• Supervise and mentor accounting team members, providing guidance on workload distribution and fostering growth and development.</p><p>• Review facility leases and operating agreements to ensure proper accounting treatment for major capital expenditures.</p><p>• Prepare and review financial statements in compliance with organizational policies and applicable regulations.</p><p>• Coordinate annual external audits, ensuring a smooth and efficient process.</p><p>• Collaborate with tax advisors to maintain compliance and optimize tax strategies.</p><p>• Evaluate insurance policies for organizational assets and recommend appropriate coverage.</p><p>• Implement policy, process, and system improvements to strengthen accounting operations.</p><p>• Conduct budget-to-actual variance analyses to provide insights to senior leadership.</p>
We are looking for an experienced Estate Planning Attorney to join our team in Orinda, California. The ideal candidate will have a strong background in estate law and possess the expertise to guide clients through the complexities of wills, trusts, and tax planning. This role offers an opportunity to work on a variety of legal matters, including drafting comprehensive estate plans and managing related legal documents.<br><br>Responsibilities:<br>• Develop tailored estate plans for clients, incorporating their unique financial and personal needs.<br>• Draft and review legal documents such as irrevocable and revocable trusts, wills, and powers of attorney.<br>• Advise clients on estate tax implications and assist in the preparation of necessary tax forms.<br>• Provide guidance on asset protection strategies and wealth transfer planning.<br>• Conduct thorough consultations to understand client goals and recommend appropriate legal solutions.<br>• Stay informed about changes in estate law to ensure compliance and provide up-to-date advice.<br>• Collaborate with other professionals, such as financial advisors, to create cohesive estate strategies.<br>• Represent clients in legal proceedings related to estate planning, when necessary.
